Equity Mates Investing Podcast
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1.226 afleveringen, van nieuw naar oud
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Super funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees
19 maart 2025 · 28 min
There was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. Lees meer
So Big Super is growing up and leaving home. Tune in as we break it all down.
That's only the start of another big episode of Equity Mates:
Luke Laretive joins for Pimp my Portfolio
We explain how fees can compound into hundreds of thousands of dollars
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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)
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.
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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 Statemen…
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Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
17 maart 2025 · 40 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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Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so.
Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth.
In this episode we focus on:
Apt Wealth's investment philosophy and rules of portfolio construction
Where Adam believes many advisers are getting diversification wrong
How the investment team at Apt Wealth assess fund managers
Adam's 5 P's of investing
The emerging asset classes that Adam is seeing more of in Australia
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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.
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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 presen…
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ASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs?
16 maart 2025 · 33 min
The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. Lees meer
That's only the start of another big episode of Equity Mates:
Bryce's business hero has a new job - who is it? And what are they doing?
Mr. Beat-Up returns and he is reviewing 3 stocks suggested by the Equity Mates community
We answer a question on Crypto ETFs - how do they compare to buying crypto directly?
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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
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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.
Equity Mates Media operates under Australian Financi…
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Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments
13 maart 2025 · 50 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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Today we’re joined by Eric Marais, Investment Specialist at Orbis Investments.
The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.
We speak to Eric about:
The case for reducing exposure to US Big Tech
Some counterintuitive ideas that form the basis of Orbis’ philosophy
Why Eric believes animal spirits are back
How we could be entering a stock pickers market
Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)
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Orbis Investments is one of launch partners for Basis Points.
If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/home
Thank you to Orbis Investments 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
----------
In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country th…
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What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?
12 maart 2025 · 30 min
The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about any opportunities that we see. Lees meer
That's only the start of another big episode of Equity Mates:
Bryce's quest to turn $500 into $5,000 continues. How has he gone so far?
We review Vanguard's latest ETF - VDAL - and compare it to its Betashares equivalent - DHHF
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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 …
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Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth
10 maart 2025 · 52 min
We're excited to introduce a new podcast to 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 most Basis Points episodes will be 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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For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.
In a wide-ranging conversation, we speak to Charlie about:
Going out on his own and launching Viola Private Wealth
His foundational principles of portfolio construction
Best practice for educating clients and bringing them on the journey
How the Viola team assess emerging asset classes
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Basis Points would not be possible without the support of our three launch partners:
Orbis - Invest differently
Milford Asset Management - 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 Islander people today.
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10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround
9 maart 2025 · 35 min
We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just generally consuming a heap of investing content - the list of stocks that have piqued our interest is always growing. Lees meer
In today's episode we share some of the stocks that have caught our eye recently.
That's only the start of another big episode of Equity Mates:
We share some good news for the Australian economy
Adam Dawes returns for another Pimp my Portfolio
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Check out our new show Basis Points: Spotify, Apple and YouTube
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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
—------
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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Volatility is back, so are the opportunities - Seb Mullins | Schroders
6 maart 2025 · 40 min
Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders. Lees meer
The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits.
Our guest today thinks we should get used to this wild ride, because we're seeing a new normal for the market. Volatility is back. But rather than being nervous, Seb believes we should be excited. For it is in these volatile markets that great opportunities get presented.
So strap in, focus on what matters, and get ready. According to Seb, stock picking is back.
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This episode has been sponsored by Schroders. Thank you to Schroders for helping keep all of our content free.
If you want to learn more about Schroders, head to: https://www.schroders.com/en/global/individual/
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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
—------
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 persona…
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European stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update
5 maart 2025 · 32 min
While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified. Lees meer
We look under the hood of the index and see which notable companies are moving markets.
That's only the start of another big episode of Equity Mates:
What is happening in the Australian housing market with Sam Gordon, founder of Australian Property Scout
Then we look at the man labelled 'England's Warren Buffett' - what's in his 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 un…
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Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more
3 maart 2025 · 30 min
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Lees meer
Tune in to hear Ben and Adam chat about the following companies:
GQG Partners (GQG)
Catapult (CAT)
Energy One (EOL)
AIC Mines (A1M)
Antipa Minerals (AZY)
Megaport (MP1)
Seek (SEK)
Wisetech (WTC)
Guzman y Gomez (GYG)
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 changes in interest rates, new housing policies, how recent political events are shaping markets, and a lucid dreaming device that claims to enhance productivity.
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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
—------
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 r…
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Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?
2 maart 2025 · 27 min
Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory. Lees meer
On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap.
That's not all we're talking about in another big episode:
What happened to ESG investing?
What stocks are Australian politicians buying?
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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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How to know when a property boom is ending - Sam Gordon | Australian Property Scout
27 februari 2025 · 50 min
Today we speak to Sam Gordon, founder of Australian Property Scout, and host of two podcasts: Scouting Australia and The Top 1%. Lees meer
While the popular narrative may be that Australian property only goes up, property moves in cycles and different parts of Australia move through the cycle at different times. Right now, Sydney is flat, Melbourne is falling, while Adelaide, Brisbane and Perth are enjoying double-digit growth. But what are the signs that these days of double-digit growth may be over - that is the question we put to Sam.
We then discuss Sam's experience renovating properties. The good, the bad, the ugly, we learn form Sam's experiences. What can you do yourself, where should you get professional help, and what offers the most bang for your buck? Tune in to find out.
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This episode has been sponsored by Australian Property Scout. Thank you to Australian Property Scout for helping keep all of our content free.
If you want to learn more about Australian Property Scout, head to: https://australianpropertyscout.com.au/
—------
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
—------
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 …
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6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthrough
26 februari 2025 · 37 min
Once a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down. Lees meer
In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways.
You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdf
That's not all we're talking about in another big episode:
Luke Laretive returns for another Pimp my Portfolio
The drama unfolding at WiseTech Global
Australia's quantum computing breakthrough
Microsoft's developed a new state of matter
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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…
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Ask an Adviser: Stocks v Property - It's not which, but when | Chris Bates
24 februari 2025 · 39 min
Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our homes. Lees meer
Today on the podcast, we speak to Chris about everything happening in the property market, including the age old question: should I save for property or invest in stocks?
If you would like to speak to Chris 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 you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 54069…
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Bad news for banks & miners, where did all the dividends go & stocks with freebies
23 februari 2025 · 33 min
The common lament you'll hear about is the Australian share market is “full of banks and miners”. And this reporting season has not been kind to those two industries. Lees meer
Tune in to today's episode to hear what we've learned from reporting season, why Commonwealth Bank is bucking the trend and why banks & miners dragged the ASX 200 down 3% in a week.
That's not all we're talking about in another big episode:
The stocks that give shareholders additional perks
The 'valuation trap' we've learned to avoid
Why we love investing
Where did all the dividends go?
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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 relevan…
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Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas
20 februari 2025 · 32 min
Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL). Lees meer
Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit.
As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the excitement around private credit in 2025, we're surprised he could fit us in his schedule.
In today's conversation we pick Mark's brains on:
The state of real estate lending in 2025
How the private credit boom is affecting his opportunity set
The contradiction inherit in housing, and why the Aussie housing market may get worse before it gets better
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This episode has been sponsored by Qualitas. Thank you to Qualitas for helping keep all of our content free.
If you want to learn more about Qualitas and the funds they offer, head to: https://www.qualitas.com.au/
—------
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.
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Equity Mates Investing is a product of Equity Mates Media.
This pod…
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Our latest AI research tool, hedged or unhedged ETFs & the China risk
19 februari 2025 · 25 min
There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound. Lees meer
This year, we want to trial as many platforms as possible and share how we think about incorporating them into our process.
In today's episode we trial Google's Notebook LM. Check out Ren's notes.
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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
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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 Product Disclosure Statement. And if you are unsure, please speak to a…
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Expert: Luke Laretive - Looking for catalysts in Aussie stocks
17 februari 2025 · 40 min
Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Lees meer
Tune in as we chat about a massive number of companies including:
De Grey Mining
Ampol
Breville Group
IDP Education
Antipa
Wildcat Resources
Sun Silver
GQG Partners
Web Group and Web Travel Group
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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 acast.com/privacy for more information.
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Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly
16 februari 2025 · 45 min
Call the fight, it is over: Netflix has won the streaming wars. Lees meer
Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over.
That's not all we cover in another big episode:
Luke Laretive returns for another Pimp my Portfolio
We debate Novo Nordisk v Eli Lilly - which would we buy?
The latest data shows Australian offices aren't recovering
Does Philly's Superbowl win spell danger for the markets?
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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 …
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AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo
13 februari 2025 · 40 min
Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to just focus on the price, we want to better understand the emerging technology stories and use cases. Lees meer
Whenever we want to understand the world of crypto, we turn to the team at the Crypto Curious Podcast (Apple | Spotify). Blake Cassidy is a co-host of Crypto Curious and the CEO of cryptocurrency microinvesting app Bamboo.
In today's conversation we pick Blake's brains on:
What has changed in the space since the last crypto boom of 2021
How this boom is similar and different to 2021
Emerging use cases that may cut over to the mainstream
How Blake personally invests in crypto
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This episode has been sponsored by Bamboo. Thank you to Bamboo for helping keep all of our content free.
If you want to learn more about Bamboo and the power of dollar-cost averaging, head to: https://www.getbamboo.io/
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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
—------
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, …
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Bryce's $500-to-$5k challenge continues, best stocks for 2025 & gold in the portfolio
12 februari 2025 · 39 min
Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going. Lees meer
Then we unpack how we would fit gold into a portfolio (and how it has ripped over the past 20 years) and chat about some of the fastest moving stocks for 2025.
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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.
—------
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 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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Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more
10 februari 2025 · 27 min
Buy or Sell with Adam Keily is back for 2025! Lees meer
In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners.
Tune in to hear Adam's take on the following companies:
IFL
PLS
BWP
AMC
EIQ
XRO
JBH
RMD
EVN
ALL
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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.
—------
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 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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Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of
9 februari 2025 · 34 min
There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of the long-term opportunity when it comes to investing. Lees meer
We'll be covering:
How the US market has gone despite all of the political noise
The impact DeepSeek has had on AI stocks
Where Michael Burry and Bill Ackman see opportunity
The best entrepreneur you've never heard of and the listed company he runs
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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.
—------
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 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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Expert: Elisa Di Marco - 3 trends that will define the next decade
6 februari 2025 · 42 min
Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future. Lees meer
In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them).
Tune in to hear us unpack the investment opportunities in:
Rising healthcare spending
Semiconductor demand
Digital innovation in finance
This episode has been sponsored by Magellan. Thank you to Magellan for helping keep all of our content free.
If you want to learn more about Magellan and hear more from Elisa. head to: https://www.magellangroup.com.au/
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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 general advice only, and has not taken into account your personal financial circumstances, needs or objectiv…
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Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall
5 februari 2025 · 32 min
Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing we unpack what they might mean for Australian companies. Lees meer
That's not all we chat about in another big episode of Equity Mates:
Bryce has received a 51-page statement of advice
The latest news on Aussie house prices - is it good news for buyers?
Why Super Micro could be primed for a turnaround
Some of the worst financial advice we've seen on social media
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 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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Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin)
4 februari 2025 · 46 min
Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform. Lees meer
But here's the thing - look back in previous years and this isn't the first time that prediction has been made.
So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com, about the possibilities in small caps in 2025.
In the second half of the episode, we also touch on Andrew's changing view on Bitcoin and how he fits it into his portfolio today.
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 general advice only, and has not taken into account your personal financial circumstances, needs or objectiv…
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Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show
2 februari 2025 · 36 min
Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure. Lees meer
That's not all we chat about in another big episode of Equity Mates:
Answer a question on investing in cyclical stocks
Explain the biggest risk when analysing cyclical stocks
Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 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 Sta…
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Big Goals, Bold Budgets: Our spending & investing plans for 2025 | PocketSmith
30 januari 2025 · 28 min
In today's episode we catch up on our budgets and spending plans for the year ahead. Lees meer
Tune in to hear us unpack:
How we spent in 2024
How much of our salaries were we able to save and invest
Our financial goals for the year ahead
Where we think we can improve our spending habits
What our budgets are for 2025
This episode has been sponsored by PocketSmith. Thank you to PocketSmith for helping keep all of our content free.
If you want to check out PocketSmith for yourself and get 50% off your first two months of PocketSmith’s Foundation plan, head to: https://www.pocketsmith.com/equitymates/
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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 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 Sta…
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Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist
29 januari 2025 · 40 min
Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. Lees meer
That's not all we chat about in another big episode of Equity Mates:
We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend
The short-lived stock market panic and why Nvidia will be okay
How we approach our satellite investing
Our 4-step checklist for finding great long-term compounders
How Bryce is going to approach his $500-to-$5,000 challenge
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 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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Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare
27 januari 2025 · 49 min
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Lees meer
Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on:
The most common client goals for 2025
How we can all do a 'financial health check'
Planning to buy property
Managing retirement without owning a property
When someone is advice ready
And so much more!
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 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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The $1.4 million investment strategy, VDHG v DHHF & Melania's memecoin mayhem
26 januari 2025 · 33 min
What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates: Lees meer
Why Star Casino has flagged it may not be able to continue operating
Westpac's dire prediction for iron ore in 2025
Our core & satellite investing strategy and why it works
A comparison of two of the most popular ETFs in Australia: VDHG and DHHF
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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 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 Statem…
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Expert: Andrew Brown - 14 Bold Predictions for 2025
22 januari 2025 · 51 min
At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead. Lees meer
Tune in to today's episode to hear Andrew's thoughts on:
Where the US stock market will move
Why time might be up for the Aussie banks
Why luxury goods and alcohol stocks aren't primed for a rebound any time soon
The technology stocks that are looking cheap
What next for Australian and US interest rates
And so much more!
Every year Andrew brings a wealth of knowledge and research and helps us clarify our thinking for the year ahead. This is an episode you don't want to miss.
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Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.
—------
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.
—------
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.
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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 circ…
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We're back for 2025: Stock of the Year & Bold Predictions
19 januari 2025 · 41 min
We're back for 2025! Lees meer
Every year at Equity Mates we like to kick off with bold predictions for the year ahead and each picking our 'stock of the year'.
Tune in to today's episode to hear what we think investors need to be paying attention to in 2025, what might happen across the global economy and which stocks may be in line for a good year.
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Help us continue improving Equity Mates in 2025 by completing the Equity Mates Community Survey.
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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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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 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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Mark Lamonica - Investing for income to live the life you want today | Summer Series
15 januari 2025 · 41 min
Mark Lamonica is the Director of Personal Finance at Morningstar Australia. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Mark, we're unpacking:
What opportunities Mark is seeing in the current market
How Mark has very clearly defined his investing goals
Investing for income and how Mark funds his lifestyle with his investments
Setting up an investment portfolio for the next 30 years
How Mark continues to upskill and learn as an investor
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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.
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Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series
12 januari 2025 · 44 min
Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Will, we're unpacking:
Fairlight's investment philosophy and how they've built an enviable track record
Will's love (and we mean love) of under-studied industrial businesses that can quietly compound
Why Will focuses on small and mid caps
How Fairlight filter the universe to uncover interesting investment opportunities
How Will would build a portfolio for the next 30 years
Will's biggest gripes with the industry that all investors should be mindful of
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email
—------
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 Str…
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Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series
8 januari 2025 · 53 min
Scott Phillips is the Chief Investment Officer of The Motley Fool Australia. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Scott, we're unpacking:
How a cold email saw Scott find his way into the finance industry
The training process the Motley Fool uses to upskill new analysts
Scott's personal investing philosophy and how that has evolved from his early days
The one ETF Scott owns as part of his portfolio
The largest stocks Scott owns in his portfolio
The advice Scott wishes to share with every young investor
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email
—------
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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James Miller - AI tools we can all use to become better investors | Summer Series
5 januari 2025 · 39 min
James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with James, we're unpacking:
James' unconventional path into funds management
How James researches investment opportunities and develops expertise in new markets
The AI tools we can all use to become better investors
The similarities and differences when investing in different parts of the market - Australian small caps to global large caps
Firetrail's investment philosophy
How to assess management teams and think about incentives
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email
—------
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 Islan…
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Chris Wheldon - Time does the heavy lifting | Summer Series
1 januari 2025 · 40 min
Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Chris, we're unpacking:
Chris' transition from public markets to private markets
What he has learned about finding great businesses across this new opportunity set
The resources Chris used to continue learning and improving throughout his career
Chris' investment philosophy and how it has changed over time
A four-letter framework to discover great investing opportunities
Chris' advice for all young investors out there
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
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Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email
—------
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 resp…
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Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series
29 december 2024 · 30 min
Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/ Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Catriona, we're unpacking:
How Catriona got her start in the finance industry
Where Catriona is seeing opportunities in today's market
Catriona's investment philosophy and how it has evolved from her early days in markets
The hallmarks of a great long-term investment
How Catriona would set up a portfolio for the next 30 years
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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 …
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Elise Kennedy - Finding growth in all parts of the market | Summer Series
25 december 2024 · 29 min
Elise Kennedy is an investment analyst at Schroders. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Elise, we're unpacking:
How Elise got started in finance
The lessons learned moving from sell-side to buy-side
Where Schroders is looking for investment opportunities at the moment
Elise's investment philosophy
What Elise has learned over the past 12 months in markets
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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 advi…
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Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series
22 december 2024 · 44 min
Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Geoff, we're unpacking:
Geoff's journey in finance and founding Wilson Asset Management
The investment framework Wilson uses to pick a great investment
How Wilson Asset Management grew to 10 listed investment companies
How WAM values a company
A live valuation case study using Equity Mates Media as the example
The lessons Geoff would teach all young investors
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok
Sign up to our daily news email
—------
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 Mate…
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Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series
18 december 2024 · 31 min
Rikki Bannan is the Executive Director, Small Caps at IFM Investors. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Rikki, we're unpacking:
The investing opportunities Rikki is exploring today
3 key lessons from her career that have stuck with Rikki
How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)
How these biotech names can fit in a diversified portfolio
What Rikki wishes she could teach every young investor
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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 M…
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Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series
15 december 2024 · 49 min
Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Ben, we're unpacking:
Ben's start in the funds management industry
Why Ben thinks investors should pay attention to the smaller end of the market
How Ben is teaching his kids to invest
Key characteristics of his successful investments over the years
How Ben would set up a retail investors portfolio for the next 30 years
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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.
Thi…
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Peter Nevill - Avoid instant gratification, be patient & buy productive assets | Summer Series
11 december 2024 · 31 min
Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Peter, we're unpacking:
Peter's transition from professional cricket to financial advice
How Peter is helping clients manage the opportunity of this moment while managing the volatility and risk
What makes a good fund manager across different philosophies and asset classes
Some of the biggest money challenges Peter sees with his clients
How Peter is setting up client portfolios for the next 30 years
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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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Nick Griffin - The Nvidia story is not over | Summer Series
8 december 2024 · 39 min
Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners. Lees meer
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Nick, we're unpacking:
What Nick is working on today and why Nvidia may have more growth left in 2025
How Nick got started in funds management
Lessons learned while investing in growth stocks
How Nick would set up a portfolio if he was starting again today
What interesting stocks Nick's keeping an eye on today
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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Follow us on social media: Instagram, TikTok, & LinkedIn
Sign up to our daily news email
—------
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.
Th…
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2024 wrapped: Stock of the year, bold predictions & what happened in markets
4 december 2024 · 32 min
We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024. Lees meer
Here's what we cover on another big episode of Equity Mates:
How global markets moved and which stock markets were the top performers
A review of our bold predictions from the start of the year
Who won our annual stock of the year competition?
A preview of our upcoming 12-episode Summer Series
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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.
—------
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.
—------
Interested in speaking to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
—------
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 …
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Expert: Andrew Brown - Review of 2024 and his Bold Predictions
2 december 2024 · 35 min
Andrew Brown is Executive Director of East 72 Holdings. Lees meer
Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went.
We review the year that was and unpack:
The macro: inflation, interest rates and where to next
Investment opportunities: Gold, oil, stock market indexes and what is looking overvalued?
The people: Donald Trump, Elon Musk and so much more
The big themes: The business of sport, the decline of traditional media and artificial intelligence
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Want to speak to one 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 on our website and we'll play it on the podcast.
—------
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 general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before a…
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Buying a house with a 2% deposit, Apple's falling profit & Pimp my Portfolio with Adam Dawes
1 december 2024 · 43 min
Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, Alphabet, Amazon & Meta). Two years later, it is the least. Lees meer
We take a look at the shifting fortunes of the world's largest companies and reflect on what it could mean for investors.
If you want to see the research that sparked this conversation: check it out on our Instagram.
Here's what else we cover on another big episode of Equity Mates:
We unpack the government's Help to Buy housing policy
Is it a good idea to buy a house with a 2% deposit?
Adam Dawes returns for another Pimp my Portfolio
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Interested in Adam's portfolio health check? 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 on our website and we'll play it on the podcast.
—------
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.
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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…
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Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management
28 november 2024 · 40 min
Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Lees meer
Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams.
Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going:
Where Trump will have the biggest impact on markets
How inflation and interest rates will impact the US and Australia from here
The best performing stock markets for the next 15 years
How AI will impact the economy
Where retail investors should be investing
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Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free.
Find out more about JGLO on their website and check out the full range of Active ETFs.
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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.
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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 circumstance…
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Bryce get's a sanity check, the one big risk for Nvidia, & why the stock market is history's greatest wealth creator
27 november 2024 · 33 min
Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio. Lees meer
So now he's wondering what he should do: rebalance, let his winners run, double-down?
To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth.
That's not all we cover in another big episode of Equity Mates:
More good news for Nvidia with its Blackwell chip selling out
But there is a risk in their customer concentration
The number of Australians behind on their mortgage has doubled since 2016
Why the stock market is history's greatest wealth creator
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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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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 to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.
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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 f…