Equity Mates Investing Podcast
Alle afleveringen
1.226 afleveringen, van nieuw naar oud
-
Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of
13 augustus 2020 · 1 uur 11 min
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps. Lees meer
In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world.
In this interview you will learn:
Nick's personal investing philosophy
Why Nick prefers global small and mid cap stocks
The key features of the Aussie small cap market compared to other parts of the world
How COVID has impacted the global small cap market
Nick's three specific small cap stocks:
Ritchie Bros Auctioneers (NYSE: RBA)
Verisk Analytics (NASDAQ: VRSK)
Nemetschek Group (ETR: NEM)
-------------
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
12 augustus 2020 · 26 min
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ Lees meer
For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. Try it now for 30% off with free shipping. Search Jacob’s Creek Podcast
Some of the bold predictions we review:
We will see a company with a $2 trillion market cap
AirBNB will be the biggest IPO in 2020
US Federal Reserve balance sheet will once again go over $4.5 trillion
Australia’s GDP growth will be less than 1.75%
India will be the star stock market performer
Residential property prices will experience +10% gains in both Sydney and Melbourne
We're looking forward to seeing how these pan out over the remainder of the year - some very likely to happen, others likely to finish differently!
Remember to drink responsibly.
__________
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
EM Chat: US Earnings Season - Winners & Losers
10 augustus 2020 · 42 min
It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through. Lees meer
In this episode we focus on some of the big US companies through the lens of a few key themes:
COVID-19
Retail
Big Tech
Some of the companies we review:
Netflix
Snap
Kroger
Albertsons
American Airlines
South West Airlines
Carnival Corp
Amazon
For more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.
__________
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19
6 augustus 2020 · 51 min
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat. Lees meer
In this episode, we discuss:
Usman's first equity investment
What attracted Usman to the stock market
If the boys in the cricket change rooms also get around stocks!
Usman's investing philosophy
His 'mistake' with Afterpay
What's in his portfolio, and what stocks he likes looking at
How he determines what to buy
Plus much more!
__________
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
2 augustus 2020 · 24 min
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay! Lees meer
In this episode, we:
Review current satellite portfolio and decide if we want to sell
Review your feedback on the last two episodes
Determine our starting position in cash; starting position in portfolios
Decide our weighting for core portfolio
How much cash in the core portfolio
Acknowledge your stock submissions
Introduce you to the concept of Expert Watchlist
Remember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email.
__________
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China
30 juli 2020 · 1 uur 5 min
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Lees meer
Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”.
In this episode:
we discuss what fixed-income investing is
we go back to some of the basics, to understand investing in bonds
unpack Chris' investing philosophy
we talk about the role of fixed-income in a beginner portfolio
Chris shares his views on the Australian housing market, the US election, and China's decoupling from the West
understand why it is important to know that Xi Jinping is 180cm tall!
Plus much more
Follow Chris on Twitter, or check out Coolabah Capital's website.
_______
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more informati…
-
Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July
27 juli 2020 · 33 min
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. Lees meer
In this episode we answer questions on:
Tax implications of rebalancing your portfolio
Investing with COVID uncertainty
Participating in share reinvestment plans for international shares
The opportunities to invest in the fake meat trend
Lessons we've learnt since we started the podcast
Thoughts on thematic ETFs
Determining a 'good' management team
Investing with options
Investing with leverage: margin loans and NAB equity builder
Building a core portfolio of overseas ETFs
If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.
----------
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Emilie O'Neill - The Research Process For ESG Investing
22 juli 2020 · 44 min
Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ). Lees meer
In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio.
In this episode, you will learn:
The story of Emilie's first investment
What the Future Impact Small Caps Fund is, and
What the fund is trying to achieve
How Emilie and eInvest define ESG and the difference between a dark green and light green company
About negative and positive screening, and exclusion lists
The research process Emilie follow to uncover stocks
The key characteristics they look for in small cap stocks
Plus much, much more!
For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates
———————
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus: Andrew Brown on Afterpay (ASX: APT)
22 juli 2020 · 16 min
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. Lees meer
The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on the company and the capital raising.
Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode.
Hosted on Acast. See acast.com/privacy for more information.
-
EM Portfolio: Building our core portfolio
20 juli 2020 · 37 min
In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. Lees meer
In this episode you will learn:
The principles of a 'core and satellite' portfolio
Our investing philosophy for our core portfolio
The rules we will be applying for this portfolio
How we are thinking about portfolio construction and rebalancing
Some key asset classes that can be included in a core portfolio
Examples of core portfolios
The first six ETF's we will be holding in our core portfolio
When listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general in nature and are had for the purposes of financial education. Before investing please ensure you do your own research, reach the PDS available and speak to a financial advisor if you have any questions.
———————
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Danielle Ecuyer - A Simple Approach To Share Investing
16 juli 2020 · 56 min
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book 'Shareplicity - A Simple Approach To Share Investing', which we found to be a great read. Lees meer
Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the 1990s where she transitioned her expertise to Institutional Emerging Markets. Danielle has worked in senior positions at some of the world’s most prestigious investment firms, advising global investment companies. Since arriving back in Australia in 2003, Danielle has used and expanded her skills for her own investment portfolios covering the Australian and US markets.
She has taken this experience, and Shareplicity strips it all back to the basics. In this episode you will learn:
Three financial indicators to use when researching a company
Some red flags to be aware of when looking at a company's financial position
How to think about dividends as a millennial investor
The signs that a stock is a 'game-changer'
Why a set-and-forget strategy isn't always sensible
3 stocks on Danielle's watchlist that are exciting her
Plus much more!
———————
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
12 juli 2020 · 26 min
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. Lees meer
In this episode we revive the hypothetical portfolio. It's been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well as some that have done very well. We also use this episode to introduce you to the idea of the Equity Mates Portfolio.
Over the next few months we want to build the portfolio with your help. We'll be setting some rules of engagement, and then reaching out to the Equity Mates community to help add stocks to the portfolio. We'll also be building a 'core' portfolio of ETFs and index funds that we can use to track performance.
To submit your ideas, hit us up via email, or our social channels.
———————
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets
9 juli 2020 · 50 min
In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the ones that were not, during this period in the States. Matt had some data to help us unpack this. Lees meer
Surprisingly, some of the big stocks dominated - Tesla, Apple, etc - however there were a few interesting ones in there as well.
If you want to sign-up to Stake, they're giving away a FREE stock once you do, and fund your account. You could get Nike, Dropbox or GoPro, for FREE! Use EQUITYMATES when you sign-up.
---------------------
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Basics: Brokers - Determining what's right for you
5 juli 2020 · 31 min
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option out there. Lees meer
So given there have been some new entrants in the Australian market and some incumbents have updated their models and pricing, we thought it was time to go back to basics and do a deep dive on brokers.
In this episode you will learn:
The different types of brokers available
How Bryce and Ren think about choosing a broker
The key factors to consider when choosing a broker
Points of difference between brokers in Australia
The brokers that Bryce and Ren use personally, and why
We then unpack some of the most common 'investor types' and give our opinion on the most suitable broker. These include:
Looking for the cheapest option to buy stocks
Looking to buy international stocks
Wanting to dollar-cost average
Looking for all the bells-and-whistles
After a community of investors
Wanting to buy more than just stocks
Day traders
If you're after more information on brokers, we've set up a page dedicated to choosing a broker. Head to www.equitymates.com/brokers
_______
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more infor…
-
Expert Investor: Malcolm Turnbull - How The 29th Prime Minister Of Australia Made His Money
2 juli 2020 · 40 min
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography 'A Bigger Picture', and there were some incredible stories in there about his time in finance before he got into politics. Lees meer
In this episode, we unpack 'Malcolm the investor', to get an insight into his life as an incredibly successful lawyer and then investment banker.
In this episode we discuss:
Malcolm's thought's on Australian property, FAANG stocks, and bitcoin
Malcolm's incredible defeat of the British Government as a lawyer in 1986, aged 32
The transition from law to finance
The establishment of Whitlam Turnbull & Co - Malcolm's investment bank
Investing in Siberian gold
What it was like to establish an investment bank four months before the 1987 crash
The story behind the successful OzEmail investment
Key areas of opportunity for Australia in the coming years
_______
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything - June
29 juni 2020 · 31 min
We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. Lees meer
In this episode we answer questions on:
Slater + Gordon's recent performance
Thinking about your superannuation during COVID
Dividend reinvestment plans
Deciding on what broker to use
The impact of Reserve Banks printing money and cutting interest rates
Investing in your circle of competence
Share registries
Investing in the US and completing the W8-Ben form
The US presidential election and its impact on markets
Investing in emerging markets
Water as an investable asset
Investing on behalf of your children
If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.
----------
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent
25 juni 2020 · 1 uur 14 min
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. Lees meer
We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds.
In this interview, Chris shares:
His thoughts on the market's rebound from the COVID-induced crash
How Magellan responded in the early days of the pandemic
How he is thinking about investing during the market's recovery
A deep dive on three specific stocks: Facebook, Visa and Tencent
----------
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Jessica Amir - Best & Worst Performing Stocks During COVID-19
21 juni 2020 · 57 min
In this episode we're joined by Jessica Amir - a market analyst and presenter at Bell Direct. Lees meer
Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is also a qualified financial planner, with extensive experience at firms including AMP, Commonwealth Bank, and Suncorp.
Bell Direct have recently pulled some interesting data around the most bought stocks since the Feb market high and since the March crash, broadly showing that the most popular stocks haven’t necessarily been the best performing ones.
We unpack some of the stocks from the data as well as get Jess's views on investing during the fallout of COVID-19.
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Adam Verwey - COVID's Impact On Sustainability & Superannuation
18 juni 2020 · 59 min
In this episode we have a chat with Adam Verwey - co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the Greens in the 2013 federal election. He co-founded Future Super in 2014. Lees meer
Adam is passionate about the future of Australia’s climate change policy and has a long history in ethical investment, with expertise in superannuation, ESG (environmental, social and governance) research and constructing ethical sharemarket indices. Since we last had him on the show, as lot has changed in both the ethical investing and superannuation spaces, so we decided to get him back for an update.
In this episode, you will learn:
If Adam thinks Tesla is an ethical company
Where Amazon sits on his ethical scale
How a kid from Broken Hill went on to start Australia's first fossil-free super fund
How COVID-19 has affected the Australian superannuation industry
How COVID-19 has affected the ethical investing universe
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Robert Francis - eToro MD talks zero commission US trades
15 juni 2020 · 48 min
At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast. Lees meer
Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked for 13 years in retail currency trading and CFD markets. Robert also worked for Australia’s leading online stock broker, Commonwealth Securities, where he ran the Exchange Traded Options desk as well as the International Trading Desk. He has also worked for leading companies in the financial market, such as TD Waterhouse, Astley and Pearce, and Exco International.
eToro have recently announced zero commission trades on all US stocks, and in this show we unpack what that means for Australian investors. In particular we hear what effect zero commission trading has on investor psychology and whether we're seeing a price war in the retail brokerage space (similar to what the US went through a few years ago). We also unpack the recent coronavirus-affected markets and the investor behaviour that Robert has observed at eToro during this period.
If you're interested in finding out more about eToro's zero commission US trade - check them out here.
-----
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock
11 juni 2020 · 45 min
In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital. Lees meer
In this interview we discuss Yaron's investment philosophy - finding companies with long runways and an ability to compound their earnings at high rates of return. We then get stuck into a specific company that Yaron is looking at, and suffice to say it is an interesting one. RCI Hospitality (NASDAQ: RICK) is an operator of strip clubs, nightclubs, gentlemen's clubs and US-military themed restaurants. Yaron explains his process to research RCI and his investment thesis for the company.
-----
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Tobias Carlisle - Value Investing During COVID-19
9 juni 2020 · 1 uur 2 min
In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value, Deep Value, and The Acquirers Multiple. Lees meer
In this episode we unpack the state of value investing in 2020, and understand the opportunities that Tobias is seeing in the US market. We also get his thoughts on the state of the broader market, what we can learn from the actions (or lack thereof) of Warren Buffett and Charlie Munger, and what we can expect for the remainder of 2020.
Tobias is one of our favourite US market commentators and is worth following on Twitter (@Greenbackd) or at his website (The Acquirers Fund).
-----
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Andrew Oskoui - Concentrated Value Investing
4 juni 2020 · 43 min
In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. Lees meer
In this interview we explore Andrew's investment strategy and unpack what combining quantitative analysis and classic value investing means in practice. We then get into some of the opportunities Andrew is seeing in market's today. In particular we unpack the work Andrew is doing in the Japanese market finding truly undervalued companies. We also touch on some of Andrew's thoughts on Private Equity and the reasons he sees trouble ahead for this part of the market.
-----
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Ed Cowan Talks Unconstrained Investing | TDM Growth Partners
1 juni 2020 · 50 min
You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners. Lees meer
TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of interest to us is their unique mandate - unconstrained investing. For Ed and the team at TDM, they look for opportunities across the world, and they have very long-term time horizons.
In the conversation, you will learn:
How Ed pursued a passion for cricket and finance
The story of Ed's side-hustle, Tripod Coffee
The story of how TDM started
How TDM took $1m to over $1bn in assets under management
TDM investment philosophy and approach, and what makes them unique
Examples of some of the companies TDM invest in
As you will hear in the show, Ed is also the founder of Tripod Coffee - Australia's most sustainable coffee pod. Check it out here.
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Understanding Superannuation w/ FairVine Super
27 mei 2020 · 46 min
It's no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. Lees meer
We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine Super, to help us unpack some of the reasons why 1 in 3 women retire with no superannuation at all. We also take the opportunity to ask some broader questions about superannuation that impact everybody. We thoroughly enjoyed this interview, and want to thank Rachel for sharing her personal stories with our audience.
In this episode, you will learn:
A bit about Rachel's background and how she came to be working in superannuation
What is wrong with the current superannuation system, particularly for women
What is the gap between men and women at retirement
How millennials should think about super
What FairVine is and their mission
Some of the investment strategies FairVine have on offer
How FairVine is different to other super funds
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Julia Lee - Mastermind #8
25 mei 2020 · 38 min
In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode: Lees meer
Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC)
Julia discusses ASX-listed data centre manager NextDC (ASX: NXT)
Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC)
Remember, nothing in this podcast is specific buy, hold or sell advice. This episode is intended to feature discussions of stocks on our watchlists, but has not been prepared with your personal financial circumstances in mind. Before making any investment do your own research, read the PDS and consider speaking to a licenced financial advisor.
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Marcus Padley - No Bullsh** Investing
21 mei 2020 · 1 uur 3 min
In this week's expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. Lees meer
In this interview Marcus unpacks the lessons he's learnt from his time in markets and shares his views on markets today.
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Trading Talk: Warren speaks, we listen | Berkshire highlights
18 mei 2020 · 29 min
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We've pulled out some of the answers that caught our ear and talk about them in this episode. Lees meer
In this episode, you'll hear Warren speak about:
Why he believes in America
How coronavirus may shutter some of Berkshire's businesses
Why today's economic crisis is different to the 1929 great depression
His thoughts on the American airlines and why he sold
Why Warren won't hold underperforming businesses
Why Warren isn't worried about the US Government reporting
His thoughts on breaking up Berkshire into smaller companies
Why Warren suggests investors should buy stocks despite Berkshire sitting on cash
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
13 mei 2020 · 1 uur 9 min
Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com. Lees meer
Andrew is a very disciplined value investor, with a ton of experience, so we asked him to join us to discuss 3 stocks in his portfolio, with a focus on:
How he found the company
What the company does
The key metrics that make the company appealing
It's valuation
We thoroughly enjoyed diving into his three choices, and hearing about his investing approach.
In this episode you will learn:
The major lessons Andrew learnt from his first investment
The importance of knowing what you are buying, and understanding when your thesis is broken
How Andrew founded Strawman.com and what if offers private investors
His investing philosophy and how it applies to:
Integrated Research Limited (ASX: IRI)
Pushpay Holdings Ltd (ASX: PPH)
Catapult Group International Ltd (ASX: CAT)
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Deep Dive: Investing In Renewable Energy
11 mei 2020 · 25 min
In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else is going on in the industry. Lees meer
In this episode we:
Start with a look at Australia's energy industry
Understand the electricity generation mix in Australia
Look at where renewables fit in, and the massive transition happening in the industry
Unpack some of the major headwinds for the industry
Take a look at some specific companies for a pure-play investment or to get exposure to the industry
Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Andrew Brown On Why The Markets And Economy Aren't Talking
7 mei 2020 · 1 uur 9 min
For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in markets since the collapse in March and subsequent rally since. Lees meer
Within the Equity Mates community there has been a lot of discussion as to why the markets are rallying, yet the underlying economic conditions seem to be only getting worse. How does that even make sense? As Andrew seems to have his head screwed on, and a solid grasp and understanding of the mechanics of the economy and markets, we asked if he could unpack it for us.
This is a wide-ranging conversation, where we cover:
the market movements of the last 8 weeks
the decisions and subsequent impacts of governments and central banks in Australia and the United States
the impact of COVID-19 on small business, and the flow-on effect to markets
whether or not we are in a bull trap - are there more drops to come?
how Andrew is positioning his portfolio, and some specific examples of stocks he is watching
gold and oil
the importance of investing consistently and being patient
capital raisings
plus much more!
Andrew has recently written two fantastic articles about coffee can investing (buy and hold) and shares two personal stories (at the expense of himself) to highlight the power of time in the market. The can be found here:
For want of a coffee can, we left $7 million on the table
Coffee Can 2: The $25 million Sequel
You can follow Andrew on Twitter here
Have you just started your investing journey? Head over to Get Started Investing - our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
If you have any questi…
-
Basics: All You Need To Know About Inflation
3 mei 2020 · 36 min
Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it's a good time to unpack inflation to understand how it impacts us as investors. Lees meer
In this episode you will learn:
The definition of inflation and it's relationship to purchasing power
The definition of deflation, and
Some crazy examples of both inflation and deflation around the world (needing a wheelbarrow of money to pay for bread!)
What the Consumer Price Index is
The main sources of money being pumped into the economy
What assets perform best in an inflationary environment
Why we might be heading into deflation, and some of the worrying signs
The key risks of deflation
Assets that perform in a deflationary environment
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
30 april 2020 · 50 min
Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He's a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of AlliedCrowds.com – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries. And to top it all off, he is the author of two books on finance: Lees meer
"Money Mavericks - Confessions of a Hedge Fund Manager"
“Investing Demystified – How to Invest without Speculation and Sleepless Nights”
Lars holds the belief that is almost impossible for the majority of investors to beat the market in the long-run. So in the episode, we discuss:
Lars' views on the London property market, and
his thoughts on property as an asset class
what a hedge-fund manager actually does, and
the definition of a market neutral special situations fund
Lars' investing philosophy
why Lars' believes the majority of investors have no chance of beating the market in the long-run, and
what portfolio they can create to invest over the long-term, that is simple and cheap
plus much, much more!
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything - April
27 april 2020 · 27 min
This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show. Lees meer
In this episode we answer questions about:
the benefits of buying 'cheap' or 'expensive' shares
where we are in the current market cycle, and if we've missed the boat
investing for your kids
bond yields and face value - making the distinction
our definition of 'circle of competence'
where you should start listening if you've just joined the show
the best Twitter accounts to follow for finance information
Virgin or Qantas (community question of the week)
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Jesse Felder - The effect of coronavirus on different assets
23 april 2020 · 40 min
Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we thought there was no one better to speak to than Jesse. Lees meer
In this interview we ask Jesse for his thoughts on a number of different asset classes: US equities, non-US equities, bonds, currencies, commodities including precious metals and even real estate.
Jesse also shares his view on the government's intervention in the financial markets and what the consequences of recent Central Bank and Government action could be. He also explains where he's seeing investing opportunities in today's markets.
We finish by asking Jesse for a 'bold prediction' for 2020 and he indulges us, making a prediction for where the US market will end the year.
What more from Jesse? Check him out on Twitter or at his website The Felder Report.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Trading Talk: Is this a bull trap?
20 april 2020 · 33 min
2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that 'the worst is over'. Lees meer
With the economy still in lockdown and the news on coronavirus still concerning, it got us thinking - can the worst really be over? That led us to research some previous market crashes, and introduced us to the idea of a 'bull trap'.
We unpack what we learned in this episode. By going through some lessons from history, we see that previous market crashes have followed a similar pattern - an initial fall, a partial recovery (50% retracement) and then a further fall where the market tests (and often breaks) the previous low.
It is important to note that this doesn't always happen in market falls. So this is not a foregone conclusion. However, it is in the range of possible outcomes.
With this information in mind, we then talk about how we're positioning our portfolios. Including one thing that Ren has done that surprised Bryce.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Meb Faber on Getting Rich Slow
16 april 2020 · 55 min
Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog - mebfaber.com Lees meer
We've been following a lot of Meb's writing, and listening to his own podcast, for a while now, so it was a pleasure to speak with him.
In this conversation we
discover how Meb majored in biology but ended up in financial markets
unpack on Meb's investing philosophy, and bias towards ETFs
find out what ETF he would choose for the next 20 years
discuss the importance of being different
dig into the strategy for getting rich slow, and the best way to grow wealth
understand the relationship between saving, investing, and time
plus uncover a lot more
Meb has a great collection of books on his website that we spoke about, and he encourages anyone who is learning to invest to read them.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Julia Lee - Mastermind #7
13 april 2020 · 44 min
Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets. Lees meer
We then get stuck into our pitches. We each take a turn pitching a stock or investment idea.
Bryce pitches medical device manufacturer ResMed (ASX: RMD)
Julia pitches agricultural company Elders (ASX: ELD)
Alec pitches the idea of LICs trading below their net tangible asset value, and specifically Glennon Small Companies (ASX: GC1)
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
9 april 2020 · 54 min
Fred Schebesta is the Co-founder of Finder.com - Australia's most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur of the Year 2019 and Business Insider's 2016 Coolest 100 People in Australian Tech. He also appeared on AFR's Young Rich List 2019. Lees meer
This was a highly entertaining and colourful conversation with Fred, as he joined us from the Finder offices in Poland! We wanted to focus in on Fred's entrepreneurial journey, from starting companies in university to being one of the richest young entrepreneurs in Australia.
Our conversation begins with an interesting story explaining why there is a samurai sword hanging outside the kitchen in the Finder office, and why there is a robotic handbag hanging next to it...
Finder have also launched a new finance app that tracks your spending, hunts down savings, and sends you alerts - automatically 24/7. We discuss how this is finally bringing to life the vision of Finder that Fred had when he started it.
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Your Questions: Investing in this volatile market | Ask Us Anything - March
6 april 2020 · 31 min
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell off creating a lot of confusion, we seek to answer some of the key questions a lot of Equity Mates have had over the past month or two. Lees meer
In this episode we answer questions on:
When to enter the market amidst a downturn
How to think about an emergency fund (and whether you should invest it...)
Dollar cost averaging
Using inverse ETF's and other 'short' investing options
The sinking Australian dollar and the difference between hedged and unhedged options
If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: David Koch Talks Personal Finance, and Markets in 2020
1 april 2020 · 42 min
David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. Lees meer
While you most likely know him as one of the faces of Sunrise, Kochie is actually a financial nerd at heart. We were surprised to hear the Sunrise is really only his side hustle..! He's written a book titled "Kochie's 11-Step Money Plan For A Better Life", and through his family business Pinstripe Media, has recently launched ausbiz - a dedicated business streaming channel in Australia.
We sat down with Kochie to explore personal finance, his views on the current market environment, and of course we couldn't help but ask about his role in the AFL.
In this episode you will learn:
How David came to be host of Sunrise
How he became passion about finance
About his time producing Britain's Rich list, and his journey in financial media
Why he started ausbiz
What's missing in Australian financial media
Kochie's thought on the current market conditions
How to navigate the current market and potential recessions to follow
Some clear steps to take to get your money in order
How COVID-19 is going to have a significant impact on the AFL, and what they're doing about it
What 'Earn more; Cut Expenses; Invest Wisely' means
Click here for more information on ausbiz.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
EM Chat: Companies We Like With Strong Balance Sheets
29 maart 2020 · 36 min
At the time of releasing this, the ASX200 is down 32% from it's peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that - some more than 70%. Lees meer
It presents a good buying opportunity for those who are fortunate enough to have some cash to deploy into the markets, but the big question is what to buy? The economic impact of COVID-19 is likely to be significant, and the question we are asking ourselves is what companies are in a good position to survive this crisis, and then thrive afterwards?
In this episode, we look at two key elements that help us to answer this question.
Key Element #1: Strong Balance Sheet
Key Element #2: Stable Earnings
We unpack why it is important to have a strong balance sheet, what it actually means to have one, and where you need to look to find this information.
We also share a number of stocks that are on our watchlist during this time, and companies that we believe will not only survive this period, but thrive when it is all over.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Economic Impact of Coronavirus with David Bassanese
25 maart 2020 · 53 min
There is one big topic on everyone's mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government's and its citizens in a way we haven't seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, a recession seems inevitable. Lees meer
To help us understand what is happening in the economy, and how governments and central banks have responded, Alec (Ren) was joined by David Bassanese, the Chief Economist at Betashares - one of Australia's largest ETF providers. David has worked as an economist at the OECD, Treasury, Bankers Trust and Macquarie Bank, and comes with a wealth of experience and insight.
In this episode, David makes clear that we must think about this as a health crisis first and an economic crisis second. As much as we can look at economic indicators to get a gauge of the economy's performance, the health indicators - testing numbers, infection rate, ICU capacity etc. - are ultimately going to be determinative for how the economy performs in 2020.
We then chat about the response to this crisis - both from the Australian Government and the Reserve Bank of Australia - before finally discussing how individual investors can think about their personal investments at a time like this.
For more information on David - check out his writing on the Betashares website here.
Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus Ep: Searching for Great Companies with Owen Raszkiewicz
24 maart 2020 · 26 min
Cooped up inside with time on our hands, we decided to call another one of our Equity Mates - the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz. Lees meer
Owen is an expert investor and recently tweeted "I don't think I've ever been as excited by researching and investing in companies as I am right now" (about the investment opportunity. Owen, like all of us, remains deeply concerned about the human side of this crisis).
So we wanted to get Owen on the phone to hear what he was particularly excited about. In this bonus episode we pick his brain to understand how he's approaching investing at a time like this, and any particular companies he's watching.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates
23 maart 2020 · 16 min
We've got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear their thoughts on what's happening in markets. Lees meer
First of all, we call our mate Alf - a fellow investor and the creator of the Equity Mates logo and theme song (get around him for that!) We hear how he's managing the recent market downturn and his thoughts about investing for the future.
We then called our resident bond expert, Pete. We've had Pete on the show before, where he explained the basics of bonds to us (listen to that episode here). We gave him a call to hear how the bond market has been going over the past few weeks. One story he's had his eye on is the performance of Virgin Australia's listed bonds - a great illustration of how the bond market can offer insight into the market's thoughts on a company's future.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Tips & Tricks: Understanding Company Reports
22 maart 2020 · 21 min
In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market. Lees meer
In this episode we unpack some of the key forms of company reports, and how to read them. In particular, we focus on a company's Annual Report - the go-to document for a lot of financial and business information.
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Expert Investor: Sharesight CEO Doug Morris
19 maart 2020 · 46 min
Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to look, today's guest thinks he can show you a better way. Lees meer
We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since.
We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug's view on the current state of the market and unpack some of the lessons he's learnt through his career in finance.
For Equity Mates listeners, Sharesight is offering the first two months free when you purchase an annual subscription. So if you're ready to gain a deeper insight into your portfolio, and discover an easier way to manage tax reporting, sign up today at: https://www.sharesight.com/au/equitymates/
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Basics: Investing When Life Gets Busy
15 maart 2020 · 24 min
One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing. Lees meer
In this episode we go through a number of practical ways you can invest if you feel like your life is too busy to pay the markets much attention.
In this episode you will learn about:
The importance of getting your money sorted first, before diving into the market
Automation is key
How you can think about superannuation
Automatic deposits
Dollar-cost averaging
Micro-investing apps
Robo-advisors
Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus Ep: Market Mayhem - Update from Ilan Israelstam
13 maart 2020 · 12 min
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. Lees meer
In this short phone call, we check-in with Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it.
Hosted on Acast. See acast.com/privacy for more information.
-
Bonus Ep: Market Mayhem - Update From Andrew Brown
13 maart 2020 · 20 min
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. Lees meer
In this short phone call, we check-in with Andrew Brown, who has some fantastic pieces of practical advice for us.
Hosted on Acast. See acast.com/privacy for more information.