Equity Mates Investing Podcast
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Buy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more
16 juni 2025 · 24 min
For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management. Lees meer
If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)
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Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Read our free ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Nintendo's record-breaking launch, Mr. Beat-Up's best pick yet & Pimp my Portfolio
15 juni 2025 · 38 min
Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two successful consoles in a row. Lees meer
Has that changed with the launch of the Switch 2?
That's not all we discuss in another big episode of Equity Mates:
Zip keeps killing it
Mr. Beat-Up is back
Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Read our free ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Host…
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Monash IVF's shocking mix-up, comparing 3 core portfolios & is Bryce closer to turning $500-to-$5k
11 juni 2025 · 30 min
Bryce set himself a big task this year: turn $500 into $5,000. Lees meer
It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's going.
That's not all we cover in today's episode:
$1m for the average Aussie house
Monash IVF's shocking mix-up
Coffee prices are rising
Core portfolios from BlackRock, Vanguard & Betashares
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Read our free ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. …
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4 proven ways to pick winning small caps - Luke Laretive
9 juni 2025 · 42 min
Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund. Lees meer
In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.
Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Read our free ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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How is CommBank worth $300B, Teaching kids about investing & Pimp my Portfolio with Adam Dawes
8 juni 2025 · 41 min
Commonwealth Bank has become the first Australian company to reach a $300 billion valuation. Lees meer
To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ ($88bn) together are worth $320 billion.
How long can CommBank's outperformance last? That is what we try to understand in today's episode of Equity Mates.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Read our free ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more inform…
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Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors
5 juni 2025 · 41 min
Today's guest is here to change how we think about large Australian stocks. Lees meer
We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market.
If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities.
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Thank you to First Sentier Investors for sponsoring this episode and helping keep all of our content free.
Learn more about First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) by visiting their website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter
Check out our latest show: Basis Points (Apple | Spotify | YouTube)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant…
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Why housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive
4 juni 2025 · 36 min
Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going. Lees meer
Tune in to hear why.
That's not all we unpack in another big episode of Equity Mates:
A tough week for Australian miners as lithium and iron ore sell off
Why your favourite ice cream is getting more expensive
Pimp my Portfolio with Luke Laretive
Bryce discusses Generation Development Group
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Read out ETF Investing Handbook
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial prof…
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Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more
2 juni 2025 · 47 min
How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode. Lees meer
Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.
In today's episode we also discuss:
Paying down debt vs investing
Labor’s super tax proposals and what they mean for investors
Investing for kids in a tax-smart way
Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.
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Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? However you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
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Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting…
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Australia's best asset class, Michael Burry sells everything & buying property with mates
1 juni 2025 · 39 min
Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention. Lees meer
Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.
That's not all we unpack in another big episode of Equity Mates:
Over the past 20 years, has anything beaten Aussie property?
Unhelpful Desk returns as we answer your questions
Nvidia's latest earnings
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professio…
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Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity
29 mei 2025 · 36 min
Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves. Lees meer
Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?
In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.
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Thank you to Fidelity for sponsoring this episode and helping keep all of our content free.
Learn more about Fidelity's range of Active ETFs by visiting their website.
—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter
Check out our latest show: Basis Points (Apple | Spotify | YouTube)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and …
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Uranium stocks rip, Super tax explained & why Aussie tech reaches crazy valuations
28 mei 2025 · 32 min
The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate. Lees meer
In today's episode we break down the proposed changes, why they're controversial and everything you need to know.
That's not all we unpack in another big episode of Equity Mates:
WiseTech has made its biggest acquisition to date
Uranium stocks are ripping
BYD continues to outpace Tesla
Why Aussie tech stocks reach such crazy valuations
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Austra…
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Bitcoin hits all-time highs, why Ren owns Catapult & Pimp my Portfolio with Matt Ingram
25 mei 2025 · 35 min
In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped. Lees meer
The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues!
We unpack what you need to know in another big episode:
Sports analytics company Catapult's latest report
OpenAI is getting into hardware
Matt Ingram returns for Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Austral…
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What Labor's win means for Australian Property - Sam Gordon | Australian Property Scout
22 mei 2025 · 28 min
The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean. Lees meer
Today's guest is Sam Gordon, founder of Australian Property Scout.
In today's episode we unpack:
What Labor promised at this election
How these policies will impact house prices
The prospect of more rate cuts
How Sam advises clients to navigate these changes
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Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.
Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consi…
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6 stocks we’re watching, Aussie rate cuts & balancing building wealth and enjoying life
21 mei 2025 · 35 min
One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas. Lees meer
In today's episode we unpack 6 of the best ideas we've heard recently.
That's not all we unpack in another big episode of Equity Mates:
The RBA has cut rates, what now?
Our thoughts on Airbnb's push into services
Government debt is in the headlines in the US and in Australia
We share our thoughts on balancing building wealth with enjoying life
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTok
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services …
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I was wrong about FIRE, here's what changed - Aussie Firebug
19 mei 2025 · 34 min
Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community. Lees meer
In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.
Tune in to hear:
Why Matt originally decided to pursue FIRE and his original goals
How we managed to save 70% of his after-tax income
Why his views on FIRE started to change
The investment strategy he pursued to build a $1.5m portfolio
How he thinks about FIRE now
Advice he would share to anyone starting out on FIRE today
Whatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTok
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial …
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Investing on easy mode, what's driving markets right now & Pimp my Portfolio with Adam Dawes
18 mei 2025 · 36 min
The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation. Lees meer
The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy.
On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning:
The US-China trade war de-escalation continues
Price wars are brewing here in Australia
Xero's latest results and The Rule of 40 for software companies
Adam Dawes returns for the latest Pimp my Portfolio
We answer a question comparing IVV and IHVV
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTok
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should conside…
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Is a recession baked in? - Kellie Wood | Schroders
15 mei 2025 · 43 min
"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path. Lees meer
Today we are joined by Kellie Wood, Head of Fixed Income at Schroders.
Together we unpack:
How to navigate the current market uncertainty
The range of outcomes from the trade war
Positioning portfolios to manage risk
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Thank you to Schroders for sponsoring this episode and helping us keep all of our content free.
Find out more about Schroders range of Active ETFs on their website.
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Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equ…
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Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update
14 mei 2025 · 35 min
There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook. Lees meer
In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.
That's not all we unpack in another big episode of Equity Mates:
The latest in the US-China trade war
Trump's latest focus on pharmaceuticals
Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)
A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)
Bryce's latest efforts to turn $500 into $5,000
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Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTok
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure St…
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Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
12 mei 2025 · 44 min
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth. Lees meer
In today's episode we discuss:
Navigating this volatile moment in markets
Capitalising on market downturns
Updated rules of portfolio construction
Manager selection and red flags
Trends in new funds coming to market
Read Daniel's recent paper on Alts here
Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? However you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the releva…
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AI is eating search, Buffett bets on pizza & property hits all-time highs
11 mei 2025 · 33 min
One of the biggest questions around AI: will it disrupt Google's dominant search business? Lees meer
Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.
As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:
Warren Buffett's 3 latest stock picks
All the trade war news
Australian property prices
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Austra…
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US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO
8 mei 2025 · 41 min
Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor. Lees meer
Joining us from New York, Tony shares with us:
How Tony sees tariffs impacting markets
How, despite the worries, he believes the US market will hit all-time highs next year
Why we need to pay attention to the world's changing monetary order
Where PIMCO sees opportunity in today's market
How retail investors can access fixed income opportunities
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Thank you to PIMCO for sponsoring this episode and helping us keep all of our content free.
PIMCO have launched a range of new Cboe-listed ETFs in Australia:
Global Bond Active ETF (PGBF),
Australian Bond Active ETF (PAUS),
Diversified Fixed Interest Active ETF (PDFI),
Global Credit Active ETF (PCRD)
Learn more on the PIMCO website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, y…
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Our biggest Buffett lessons, Reddit's round trip & investing tools that make it easy
7 mei 2025 · 39 min
The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets. Lees meer
The S&P 500 went higher 9 days in a row. Something it hadn't done for 21 years. Here's hoping you stuck to your long-term investing plan and didn't try and time the market on Trump's tariffs 'will they-won't they',
We unpack what it all means and where it could go from here on another big episode of Equity Mates:
Earnings season continues in the US and Big Tech is killing it
Apple and Amazon are the latest Big Tech companies to beat Wall Street expectations
Tesla's sales numbers crash in Australia
Reddit's earnings call round trip
Warren Buffett has announced his retirement
Our biggest lessons from the greatest investor of all time
We share our favourite investing tools and resources
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
And if you're a financial professional, make sure you're subscribed to the Basis Points email.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice…
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Buy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more
5 mei 2025 · 29 min
For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management. Lees meer
Here are some of the names Adam and Will cover in today's episode:
Resmed
CSL
Nick Scali
CAR group
Seek
Reliance Worldwide
BHP
Rio Tinto
Commonwealth Bank
HomeCo Daily Needs REIT
And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).
In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.
In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant…
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Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio
4 mei 2025 · 34 min
The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in". Lees meer
Tune in to today's episode to find out which bank and why they think it is so certain.
That's not all we unpack in another big episode of Equity Mates:
Earnings season continues in the US and Big Tech is delivering
Meta beat analyst estimates but there's one number we think they're fudging
The latest news on Australian inflation
Matt Ingram returns for the latest edition of Pimp my Portfolio
Want to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
And if you're a financial professional, make sure you're subscribed to the Basis Points email.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to …
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How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management
1 mei 2025 · 40 min
There's opportunity in Aussie smalls. That is the message from today's guest. Lees meer
Will Granger is the Portfolio Manager of the Airlie Small Companies Fund.
In today's interview we unpack:
Will's investment process and how he separates signal from noise
What he thinks will matter long-term from this moment
Why he's loving the opportunity set in Aussie small caps at the moment
Two stocks that he owns in the fund: GenTrack and Nick Scali
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Thank you to Airlie Funds Management for sponsoring this episode and helping us keep all of our content free.
If you would like to find out more about Will's Small Companies Fund, check out their website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financ…
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So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk
30 april 2025 · 38 min
It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked. Lees meer
One month on, and things don't look too bad. The Aussie stock market is actually up.
We unpack what we've learned in another big episode of Equity Mates .
A look around the world at how stock markets have performed
Alphabet's first quarter results shot the lights out
We debate YouTube v Netflix
Bryce discusses a new addition to his portfolio: TransMedics Group
We introduce a new segment: the Unhelpful Desk
Want to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and …
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Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green
28 april 2025 · 35 min
The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings. Lees meer
To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.
Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)
Want more?
Read the Mr Equity retirement case study that Dylan prepared here
Want to speak to Dylan or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement.…
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Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram
27 april 2025 · 35 min
Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch! Lees meer
Yet, despite those numbers, the stock was up 5%. What is going on here?
We unpack it all in another big episode of Equity Mates.
Why US stocks, bonds and currency are all falling
The debate around Australian nuclear energy continues
We review some of the worst business advice on TikTok
Pimp my Portfolio returns with Matt Ingram from Northhaven
Want to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operat…
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Jim Chalmers & Angus Taylor on Australia's economic future | Election 2025
24 april 2025 · 50 min
What does Australia's long-term economic future look like? Lees meer
Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor.
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Want to get involved in the podcast? Record a voice note or send us a message
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Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Clare O'Neil & Michael Sukkar on Australia's housing crisis | Election 2025
24 april 2025 · 1 uur 13 min
The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing. Lees meer
With the cost of housing getting further out of reach, we sat down with the Housing Minister Clare O'Neil and the Shadow Housing Minster Michael Sukkar to understand how they are approaching the issue.
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Want to get involved in the podcast? Record a voice note or send us a message
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Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Meta's big breakup, the market doesn't wait & Pimp my Portfolio with Matt Ingram
23 april 2025 · 31 min
“Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren Buffett Lees meer
When is the right time to buy the dip? That is one of the most common questions we've been getting over the past few weeks.
To answer it, we dug into some stock market history to understand what lessons we can learn. Our big takeaway? The stock market doesn't wait. We explain what we mean in today's episode.
That's not all we cover in another big episode of Equity Mates:
How the Magnificent 7 was underperforming the S&P 500 (even before this recent sell-off)
The latest on Meta's antitrust trial
The history of companies being broken up in antitrust trials (and why shareholders actually benefit)
Pimp my Portfolio returns with a new expert, Matt Ingram from Northhaven Financial Management
Interested in speaking to Matt or being matched with another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and en…
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A playbook to profit in 2025 - Ben Richards | Seneca Financial Solutions
21 april 2025 · 34 min
Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund. Lees meer
In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover:
Which parts of the market have been impacted the most by Trump's tariffs
Where he is seeing opportunity in the sell-off
Ben's list of 'under-the-radar growth plays'
How any investor can assess management
A playbook for investors to navigate this market
Want more from Ben and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates …
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China targets Boeing, Bryce's $500-to-$5k mistake & top stock from 10 investor letters
20 april 2025 · 30 min
"I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch Lees meer
The initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.
Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.
In today's episode we cover:
The news of the day and the latest on tariffs
Zip's incredible rebound continues
News from Australia's major miners: BHP and Rio Tinto
What we've learned from the latest batch of investor letters
Bryce's $500-to-$5,000 challenge continues
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relev…
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Hunting for 10-baggers - James Abela | Fidelity
17 april 2025 · 35 min
Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10. Lees meer
Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).
In our conversation today, we speak to James about:
How small caps have held up in the current market environment
James' 3-part framework for assessing the quality of companies
How small caps move in phases, and where he likes to invest
The things that James worries about in a portfolio
Two stocks that James finds particularly interesting right now
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free.
The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles.
Find out more about the Fidelity Global Future Leaders Active ETF
Issued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelit…
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Housing pump election, the trade war goes to TikTok & the next ResMed?
16 april 2025 · 31 min
"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman Lees meer
After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war.
In today's episode we unpack:
How China is using TikTok as a tool in the trade war
Meta gets its day in court in its antitrust case
Our views on the latest housing policies by both sides of politics
Some of the stocks that are falling into our watch list
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Want to get involved in the podcast? Record a voice note or send us a message
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Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
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Looking for some of our favourite research tools?
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak…
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Buy or Sell: Nick Guidera - DroneShield, Temple & Webster, Nuix & more
14 april 2025 · 38 min
For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group. Lees meer
Here are some of the names Adam and Nick cover in today's episode:
Temple & Webster (TPW)
Mesoblast (MSB)
Australian Finance Group (AFG)
Iperionx (IPX)
Genesis Minerals (GMD)
DroneShield (DRO)
Auckland International Airport (AIA)
Nuix (NXL)
Generational Development Group (GDG)
Macquarie Technology Group (MAQ)
And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).
In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.
In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or…
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Nasdaq's best day ever, how we're investing now & Mr Beat-Up: "I'm spoiled for choice"
13 april 2025 · 33 min
“The key to making money in stocks is to not get scared out of them” - Peter Lynch Lees meer
It can feel like a scary time in markets, but we're here to tell you: don't let that fear cause you to deviate from your plan.
In today's episode we cover the news and how we've been investing.
How the Nasdaq had one of its best days ever on Wednesday
What we've been buying
Mr. Beat-Up joins to chat one beaten down stock
We answer a question on 'lump sum v DCA' at a time like this
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
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Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify | YouTube)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financi…
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Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria
10 april 2025 · 40 min
The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On one hand, office buildings have struggled in a COVID-adjusted, work-from-home world. Meanwhile, all of us spending more time at home has been a boon for eCommerce and the logistics warehouses that support it. Lees meer
One company at the centre of it all has been Centuria, one of Australia's largest commercial real estate investors.
Today, we speak to the cofounder and Joint-CEO of Centuria, Jason Huljich, about how the world of commercial real estate is changing and where he is spying opportunities.
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This episode has been sponsored by Centuria. Thank you to Centuria for helping keep all of our content free.
If you want to learn more about Centuria range of listed and unlisted funds, head to: centuria.com.au/equitymates
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is …
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Don’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying
9 april 2025 · 31 min
"You make most of your money in a bear market. You just don't know it at the time." - Shelby Davis Lees meer
The global stock market sell off continues. The US market (measured by the S&P 500) has entered a bear market (down more than 20%) and in Australia we're down 14%.
So what's an investor to do?
In this episode we share our answer to that question:
What's happening in global markets
The risk of selling once the market has crashed
How we're approaching this buying opportunity
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify | YouTube)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a…
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Ask an Adviser: This could save your life (insurance) - Phil Thompson
7 april 2025 · 38 min
Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around life insurance. Lees meer
In today's episode we speak to Phil about:
Why so many Australians are under-insured (and how to figure out if you are)
The best ways to save money on premiums
The common mistakes he sees Australians make when getting insured
How Aussies living overseas can now access Australian insurance
If you would like to speak to Phil and his team, fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if y…
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Trump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom
6 april 2025 · 34 min
Remember: In hindsight, all previous market crashes have looked like great buying opportunities. Lees meer
Globally, stocks are down after US President Trump's tariff announcements. The S&P 500 is down 11% in two days. We unpack what has been announced and how it may affect Australia.
That's not all we cover in another big episode of Equity Mates:
We share the stocks that we've added to our watchlist over the past month
We answer a listener question about Defence ETFs and this boom in defence spending
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify | YouTube)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsur…
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3 more rate cuts in 2025? - Sam Watkins | PIMCO
3 april 2025 · 29 min
3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers. Lees meer
PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs.
In today's episode we speak to Sam Watkins, head of PIMCO Australia and New Zealand, about his view on the fixed income markets and how these Active ETFs can play a role in investors portfolios.
In our conversation we cover:
Why now is the time for fixed income
How we should think about the active v passive debate in fixed income
PIMCOs view on the current market in both Australia and the US
How we can understand PIMCOs new range of Active ETFs
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This episode has been sponsored by PIMCO. Thank you to PIMCO for helping keep all of our content free.
If you want to learn more about PIMCO's new range of Active ETFs head to: https://www.pimco.com/au/en
—------
Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is gen…
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A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election
2 april 2025 · 42 min
Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes. Lees meer
We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help.
That's not all we cover in another big episode of Equity Mates:
We go around the grounds for the first 3 months of 2025 - which markets were up, which were down?
A look at some other key asset classes - how did they start the year?
A look at how costs have moved over the past 3 years
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it i…
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Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"
31 maart 2025 · 49 min
Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR. Lees meer
Chris is never one to pull his punches, so tune in as we discuss:
What is happening in the fixed income market
Where the US and Australian economy may go from here
Why the RBA may be "humiliated" by the coming economic data
Why he is not-so-quietly bullish on DOGE's impact
And so much more!
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services…
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Don't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes
30 maart 2025 · 31 min
Could this one investing mistake cost you $700,000? Lees meer
We've done the maths and found that one simple change to your investing portfolio can make a huge difference over decades.
That's only one segment in another big episode of Equity Mates:
We share the latest good news on Australian inflation
The robo-taxi wars are accelerating with big announcements from both Waymo and Tesla
Adam Dawes returns for another Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under…
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Basis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia
27 maart 2025 · 45 min
Today we share the final episode of our Basis Points launch series. Lees meer
Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.
We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.
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Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC)
We speak to Emma and Oran about:
Cboe Australia's role in Australia's financial markets
The rise of ETFs and where Australians are investing
The trends Cboe have witnessed overseas that they're seeing come to Australia.
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This episode has been sponsored by Cboe Australia.
If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreport
Thank you to Cboe Australia for helping us keep all of our content free and accessible.
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Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal fi…
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Australia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks
26 maart 2025 · 27 min
The Australian government handed down its pre-election Budget and we discuss some of the big announcements. (And Ren gets on his high-horse). Lees meer
That's only the start of another big episode of Equity Mates:
More bad news for Tesla
Meta's textbook example of bad PR management
What is in David Tepper's portfolio
We answer a community question on stock buybacks
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See …
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Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
24 maart 2025 · 39 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Lees meer
Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.
We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.
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Are we entering a golden age of financial advice? This adviser certainly thinks so.
Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.
In our conversation, we cover:
The biggest changes in the advice landscape over the past 20 years
Why Hewison Private Wealth uses IMAs over SMAs and model portfolios
The best uses of AI Andrew has seen across the advice industry
The operations of Hewison Private Wealth's in-house investment committee
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Basis Points would not be possible without the support of our three launch partners:
Orbis Investments - Invest differently
Milford - Invested in the outcome
CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
----------
Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube
----------
In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait I…
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A good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space
23 maart 2025 · 26 min
Money doesn't make you happy. But it does give you control over your life. And it turns out, that makes you happy. Lees meer
That was the conclusion of Angus Campbell, a psychologist at the University of Michigan who studied happiness and the biggest predictors of it.
For us, it is an important reminder of why we invest: to give ourselves choice in life. We break it all down.
That's only the start of another big episode of Equity Mates:
Adam Dawes is back for another Pimp my Portfolio
Katy Perry is going to space (trust us, there's an investing angle here)
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Keep up with the news moving markets with the Equity Mates daily email and podcast:
Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify
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Want more Equity Mates?
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Pro…
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Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford
20 maart 2025 · 38 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Lees meer
Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.
We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode. We'll then email you your certificate.
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The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us.
Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford.
We speak to Alexander about:
Separating the signal from the noise is such a noisy market
Alexander's investment process: from uncovering new ideas, research to investing
The best uses of AI tools for stock research
Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK)
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This episode has been sponsored by Milford.
If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au.
To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au. 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia.
Thank you to Milford for helping us keep all of our content free and accessible.
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