Equity Mates Investing Podcast
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Expert: Luke Laretive - High conviction stocks in Aussie small caps
25 november 2024 · 44 min
Luke Laretive is a financial adviser and founder of Seneca Financial Solutions. Lees meer
In today's episode we unpack:
Luke's biggest learnings from the first anniversary of his small caps fund
Recent takeaways from a mining trip to WA
What Luke thinks larger financial institutions often get wrong
Luke's 3 highest conviction stock picks
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Want more from Luke?
Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.
Check out Luke's Good Research platform and use the code 'mates' for 10% off your subscription
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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
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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 spe…
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Investing for a $1.5m portfolio, Nvidia earnings & Cathie Wood's $1 billion mistake
24 november 2024 · 26 min
Is it realistic to build a $1.5 million portfolio in 22 years if I was to invest $200 a week? Lees meer
That is the community question we set out to answer in today's episode of Equity Mates Investing. Tune in to hear our thoughts, the importance of projections and how we think it could be done.
That's not all we cover in another big episode of Equity Mates:
All the details from Nvidia's latest quarterly earnings
Why Super Micro Computer is back (and the stock is up more than 30%)
The latest evidence that the US and Europe's trade restrictions on China are really starting to have an effect
Why Cathie Wood's biggest mistake cost her over $1 billion in less than 2 years
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
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 to speak to one of our hand-picked 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
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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 financia…
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Expert: Sam Gordon - How anyone can get started in property investing
21 november 2024 · 52 min
Sam Gordon is the founder of Australian Property Scout, a buyers agency with the mission to retire 500 Australians by 2030. Lees meer
We've had Sam on the podcast a number of times to unpack property investment strategies and hear how the market is moving. However, we've never unpacked Sam's personal story. Until now.
Tune in to learn about:
How Sam bought his first apartment
The resources Sam used to educate himself
Why property investing is active not passive
How Sam found himself sleeping in a backyard to renovate his property
Sam's experience getting burnt by a buyers agent
The founding story of Australian Property Scout
Where Sam's portfolio is up to today
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Thank you to Australian Property Scout for sponsoring this episode and helping us keep all of our content free.
Want to learn more about property investing? Check out Australian Property Scout's free content or get in touch with Sam and the team.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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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 ci…
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Bryce sells MinRes, 11 expert stock picks & Pimp my Portfolio with Charlie Viola
20 november 2024 · 34 min
Every year, some of the best fund managers from Australia and around the world pitch their top stock pick at the Sohn Hearts & Minds conference. In today's episode we review the picks from this year's conference. Lees meer
Tune in to find out:
Which stocks were picked by the 11 experts
Why the theme of the event could have been 'Mr Beat Up'
Bryce's latest thoughts on Mineral Resources
Our thoughts on the current changes to financial advice laws in Australia
Charlie Viola returns for another Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
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 to speak to one of our hand-picked 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 and read the relevant Product Disclosure…
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Expert: Chris Bates - Are buyers agents worth it, tips to boost buying capacity & first home buyer trends
18 november 2024 · 43 min
Chris Bates is the cofounder of Flint and the mortgage broker who helped both of us buy our first homes. Lees meer
We asked you on Instagram and the Facebook Discussion Group what questions you had about property. In this episode we ask Chris:
What first home buyers should do once they buy
When you should revalue your home
Tips to boost borrowing capacity
Chris' thoughts on the First Home Super Saver Scheme
What trends he's seeing in young buyers
Whether buyers agents are worth it?
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Want to speak to Chris or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message 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. A…
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House prices are falling in these cities, our favourite investing books & LVMH is in the bargain bin - is it time to buy?
17 november 2024 · 31 min
The era of self-driving cars is here, house prices have fallen in one-in-three Australian suburbs and the biggest winner from Trump’s election was actually an ETF. These are just a few of the topics we cover in a jam-packed episode of Equity Mates. Lees meer
Tune in to find out:
Why Waymo robotaxi service in Los Angeles is just the tip of the iceberg
The best and worst performing suburbs of the Australian housing market
Why the Destiny Tech100 ETF has been the biggest winner since Trump's election (up almost 200%)
Our favourite investing and business books
Why Super Micro Computer is piquing investor interest despite possibly being delisted from the Nasdaq
The opportunities popping up in the luxury goods industry
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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 to speak to one of our hand-picked 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.
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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 ha…
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Expert: Alex Vynokur - The inside story of Betashares & where it goes from here | Betashares Direct
14 november 2024 · 41 min
Alex Vynokur is the founder and CEO of Betashares. Lees meer
In this conversation we unpack the founding story of Betashares, the lessons Alex learned along the way and where we sees Betashares going from here.
Tune in to learn about:
The insights that led to Betashares
How the Australian finance industry inititally reacted to Betashares
The early ETF launches & how the market reacted
The recent launch of Betashares Direct
What is in the product pipeline
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Thank you to Betashares for sponsoring this episode and helping us keep all of our content free.
Interested in exploring Betashares Direct? Check out the website or download it from the App Store.
—------
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 rea…
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We’re feeling the Bitcoin FOMO, Pimp my Portfolio (Adam Dawes) & who said Australia doesn’t have tech stocks?
13 november 2024 · 31 min
Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth has crossed $300 billion. A lot has happened in the week since Trump's re-election in the US. Lees meer
In today's episode we unpack the market moves you need to know.
That's not all we cover in a big episode of Equity Mates:
We compare the ASX 200 v ASX All-Tech Index
We look at some of the biggest movers in Australian technology
Adam Dawes returns for another Pimp my Portfolio
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Want to speak to Adam or another of our hand-picked 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 acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if y…
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Joe Aston - Qantas is just the tip of the iceberg
11 november 2024 · 41 min
Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out. Lees meer
Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous politicians declare flight upgrades and other benefits from Australia's major airlines.
In today's episode we wanted to go beyond the Qantas story and unpack Joe's view on Australia's corporate culture and how large listed companies can do better. We unpack:
The cosy relationship between business media and Australia's large companies
Joe's most memorable columns from his time at the AFR
The Qantas story and why everyday Australians should care
The relationships Joe has witnessed between politicians and large companies
The lack of oversight from boards of many large Australian companies
How everyday investors can look for misaligned incentives and poor oversight
Whether, in Joe's opinion, Qantas is a buy, hold or sell?
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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?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
—------
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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How Trump will impact markets & why we like stocks over Bitcoin, gold and a Picasso?
10 november 2024 · 24 min
Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out. Lees meer
That's not all we cover in a big episode of Equity Mates:
Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company (listen to our interview with Don Meij)
Boeing's strike is over as 33,000 workers agree to return to work
We compare emerging market ETFs to Asian ETFs and unpack why we prefer one over the other
We share why we love stocks over most other asset classes
We ask the question: are you investing or are you speculating?
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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 yo…
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How we would invest $100,000 today | Betashares Direct
7 november 2024 · 27 min
How would we build a portfolio today if we were given $100,000? Lees meer
That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs.
Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying.
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Thank you to Betashares for sponsoring this episode and helping us keep all of our content free.
Interested in exploring Betashares Direct? Check out the website or download it from the App Store.
—------
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 …
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Property expert says: avoid these suburbs! & our 8 lessons from 8 years of Equity Mates (live in Brisbane)
6 november 2024 · 44 min
Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. Lees meer
We split the night into 3 segments:
Our 8 biggest lessons from 8 years of Equity Mates
How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout
Deal or No Deal: A property investment game with Sam Gordon
However you want to build wealth - property or stocks - we cover it in a fun night.
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Thank you to Australian Property Scout for sponsoring our live show and helping us get up to Brisbane.
Want more Sam Gordon? Check out his Australian Property Scout Summit on 17 November in Sydney.
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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 Produc…
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Expert: Andrew 'Twiggy' Forrest - Business lessons, hydrogen & what fossil fuel companies don't want you to know
4 november 2024 · 30 min
Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Lees meer
Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels and creating green energy solutions.
In today's episode we discuss:
Where the nickname Twiggy comes from
How he is spending his time today
What are his biggest problems with 'net zero'
Why Fortescue has committed to 'real zero' instead
Whether a complete phase out of fossil fuels is truly possible
Advice for young Australians starting their careers
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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.
—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
—------
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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Equit…
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How to analyse any stock in 30 seconds, Bitcoin nears record highs & Pimp my Portfolio with Charlie Viola
3 november 2024 · 32 min
Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. Lees meer
We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist.
That's not all we cover in a big episode of Equity Mates:
Bitcoin is back at all time highs
Reddit has turned a profit for the first time and shot up 40%
Woolworths disappoints and falls 6%
Charlie Viola joins us for another edition of Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
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 Fin…
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Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech
31 oktober 2024 · 46 min
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Lees meer
Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love.
He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit!
You don't want to miss this episode.
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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.
—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
—------
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…
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America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs
30 oktober 2024 · 33 min
David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here. Lees meer
So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.
That's not all we cover:
America is cooked (and no, we're not talking about the election)
Robinhood is introducing prediction markets and betting to its investment platform
The New York Stock Exchange wants to move to 22 hour trading
We answer two listener questions on Emerging Market ETFs
And we compare the returns of index investing against active management in emerging markets
Resources discussed
David Einhorn's letter
Daniel Loeb's letter
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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
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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 yo…
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Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top?
28 oktober 2024 · 43 min
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. Lees meer
We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode.
Want to follow along as we go? Dylan has prepared this presentation that outlines the three scenarios.
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If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.
Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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Want more Equity Mates:
Sign up to our email to keep up with business news
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, and 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 yo…
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Australian housing quarterly update & Nuclear energy and AI: What you need to know
27 oktober 2024 · 40 min
Two big segments on the podcast today. Lees meer
Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'.
Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market.
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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: Jared Pohl - 4 companies this growth investor loves | ECP Asset Management
24 oktober 2024 · 40 min
Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management. Lees meer
ECP is an active Australian fund manager and in this conversation we unpack:
ECP's investment philosophy and why Jared believes in active investing
How we can ensure we're choosing the right active managers
ECP's stock selection process and rules for portfolio construction
Why Jared believes in Australian growth stocks
Read the article on Afterpay Jared mentions in the conversation.
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Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free.
You can find out more about ECP's Growth Companies Fund on the ECP website.
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Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
—------
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.
ECP Disclaimer:
Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund (Fund). A current PDS is available from Copia located at Level 25, 360 Collins St…
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Q&A on leveraged ETFs, Netflix's 300% surge & we react to terrible financial advice
23 oktober 2024 · 39 min
Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. Lees meer
That's just one topic we cover in another big episode of Equity Mates:
Why its been a tough week for founder-led businesses
Whether the fall in Mineral Resources or WiseTech creates a buying opportunity?
The Netflix come back is complete - down 75% and then up more than 300%
We review some of the worst financial content we've come across on social media
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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.…
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Buy or Sell: Henry Jennings - Liontown, Zip, Qantas, NextDC, Lynas & more
21 oktober 2024 · 41 min
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Lees meer
Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community.
The companies covered on today's episode include:
Lionstown Resources (ASX: LTR)
Zip Co (ASX: Z1P)
IGO Limited (ASX: IGO)
Qantas Airways (ASX: QAN)
CSL Limited (ASX: CSL)
NextDC Limited (ASX: NXT)
Lynas Rare Earths (ASX: LYC)
Southern Cross Electrical Engineering Limited (ASX: SXE)
ASX: ASX
Xanadu Mines Ltd (ASX: XAM)
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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…
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Ren's portfolio revamp: VAS is gone! & Pimp my Portfolio with Adam Dawes
20 oktober 2024 · 31 min
Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. Lees meer
That's just one topic we cover in another big episode of Equity Mates:
Why Ren is sticking with his broker, rather than moving to Betashares Direct
How to find companies with great investment runways
Adam Dawes returns for the latest edition of Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is 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 Aust…
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Expert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?
17 oktober 2024 · 36 min
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund. Lees meer
Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.
In a wide ranging conversation, we unpack:
Why value investing is one of the most overused terms in investing circles
How Brandywine Global looks for multiple ways to win in an investment
Why Sorin is underweight the Magnificent 7 mega-cap tech stocks
China's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from here
What is going on at Boeing and the airline industry more generally
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Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.
You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
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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 fin…
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We review the 3 new defence ETFs, Elon's mixed week & stealing from your partner
16 oktober 2024 · 34 min
Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode. Lees meer
Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs:
Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024
Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024
Global X Defence Tech ETF (ASX: DTEC) - 7 October 2024
On today's podcast, we compare them each of them and share our preferences.
Finally, we close out the episode with some investors confessions.
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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 rele…
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Matt Barrie: How Australia's Housing Market Became a National Crisis
14 oktober 2024 · 50 min
Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic future. Matt offers his unfiltered take on why Australia’s property bubble is unsustainable, how mass immigration and flawed policies are driving a cost of living crisis, and what he believes is needed to avoid a catastrophic collapse. Lees meer
Links mentioned in the episode:
Matt's article: "The Great Australian Scream"
Follow-up article: "Put Another Aussie on the Barbie"
Matt's Australian Institute for Progress, 2024 Keynote speech: "Put Another Aussie on the Barbie"
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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
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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 Statem…
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Seth Klarman's portfolio revealed, the end of obesity is near & is Roblox a "pedophile hellscape"?
13 oktober 2024 · 30 min
Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme. Lees meer
We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover:
How one decision by Chinese policy-makers rippled through markets around the world
America has seen its first drop in obesity rates in decades - no prizes for guessing why: Ozempic
We answer of community question on ETF overlap
What legendary investor Seth Klarman has 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.
—------
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 t…
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Expert: Cameron Blanks - 3 key lessons from 20 years of private equity deals | Pacific Equity Partners
10 oktober 2024 · 45 min
Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Lees meer
Cameron first joined Pacific Equity Partners in 2002 and in today's episode he unpacks 3 key lessons from more than 20 years in private equity. He also unpacks a number of case studies from Pacific Equity Partner's history that illustrates timeless investing principles that are applicable for public and private market investors alike.
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Thank you to Pacific Equity Partners for sponsoring this episode and helping us keep all of our content free.
You can find out more about Pacific Equity Partner's Gateway product and how they are working to make the asset class more accessible at: https://www.pepgateway.com.au/
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
—------
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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Pimp my Portfolio with Charlie Viola, the math behind Australian property & does Rio signal lithium is back?
9 oktober 2024 · 35 min
Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth, Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Lees meer
Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio.
That's not all we cover in a big episode of Equity Mates:
The Bank of Nan & Pop is emerging as a major home loan lender in Australia
Rio Tinto is looking to buy Arcadium Lithium, which would make it the 3rd largest lithium player globally
Bryce crunches the number on Australian property and concludes: you don't always make money on property
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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 financ…
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Expert: Sumit Gautam - 4 steps to find great software businesses
7 oktober 2024 · 35 min
Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025. Lees meer
In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets".
In this conversation he unpacks:
His investment philosophy
Why private equity outperforms and how he is taking that approach to public markets
The divergence between the tech economy and the real economy
Why the AI narrative is unlikely to live up to investor expectations in 2025
How he would advise investors that are overweight magnificent 7 tech stocks
Why he is investing in software companies over AI
Sumit is participating in the Hearts & Minds conference on 15 November in Adelaide, where a dozen of the world's best investors pitch their best stock idea all in support of funding medical research. In this interview we close by discussing the conference and why participating is important to Sumit.
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Want to check out the Hearts & Minds event? Head to their website to learn more and secure your tickets. And to save 20% off a virtual ticket, use the code EQUITYMATES2024
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Want to get involved?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Want more Equity Mates:
Sign up to our email to keep up with business news
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 Str…
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How the US election will impact your portfolio, Owen Rask reveals his portfolio & shackles are off at OpenAI
6 oktober 2024 · 34 min
Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio. Lees meer
Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago.
That's not all we cover in a big episode of Equity Mates:
The US dock workers strike and how it could affect Australia
OpenAI's latest funding round and Sam Altman's big payday
How US elections affect stock markets
What is in Owen Rask's portfolio
**A quick note: Between recording and releasing this episode, the US dock workers paused their strike until 15 January. So the discussion about how the strike could impact the global economy is now outdated, but may become relevant again post 15-January**
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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.
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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 ad…
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ASX's best start since 2013, is Boeing a buy after 40% drop & Pimp my Portfolio with Adam Dawes
2 oktober 2024 · 36 min
Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August). Lees meer
Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days.
Enough about our investing philosophy, because we're covering a lot in this episode of Equity Mates:
The Aussie stocks that led the charge this quarter (how about Zip up 94%!)
Australia has delivered a budget surplus for the second consecutive year
Koala Airlines is trying to go where Rex and Bonza failed
Mr Beat Up joins us on the podcast to chat about Boeing's year from hell
Adam Dawes joins us for another edition of Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
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…
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Ask an Adviser: We were under-insured, you probably are too - Phil Thompson
30 september 2024 · 40 min
Insurance. It’s more interesting than you think. Lees meer
Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too.
Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including:
What kinds of insurance we should consider at different stages of life
What insurance we can pay for with superannuation
How we manage the level of cover we receive through superannuation
Some tips and tricks to calculate the cover you need
If you want to relive the journey, you can check out our two previous episodes with Phil on our website.
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Want to speak to Phil or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch
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Sign up to our daily news email to keep up with stories moving markets.
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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, LinkedIn, TikTok
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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 actin…
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Bryce's portfolio revealed, Aussie inflation improves & why ending negative gearing won't solve the housing crisis
29 september 2024 · 31 min
Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. Lees meer
That's not all we cover in a big episode of Equity Mates:
Australian inflation is now back under 3%. But don't go celebrating just yet
Negative gearing is back in the news and we unpack our view on the controversial tax break for property investors
Meta has announced their next-generation augmented reality glasses, Orion. Are they on to a winner?
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Want to get involved in the podcast? Have thoughts on Bryce's portfolio or our views on negative gearing? 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 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 S…
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A deep dive on our personal finances - Quarterly portfolio review | PocketSmith
26 september 2024 · 26 min
Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Lees meer
Tune in to today's episode as we lift the lid on our own money habits as we unpack:
How we set up our personal finances and budgets
What we've been spending on this quarter
Of the money we've been saving, what have we been investing in?
Any financial and investing goals for the next quarter?
From how much we've each been spending on groceries to our latest investments, tune in to this episode to get a closer look at how we've been managing our money.
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Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan!
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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.
—------
Want more Equity Mates?
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.
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
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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 ge…
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Investor confessions, RBA holds interest rates & our top capital gains tax tips
25 september 2024 · 32 min
Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. Lees meer
That's not all we cover in a big episode of Equity Mates:
Microsoft is re-opening an infamous nuclear power plant to power its AI ambitions
Nike is replacing its CEO and the market celebrated
REA group isn't giving up
How capital gains tax works and how you can best manage it
We close with 3 new investor confessions
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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 pro…
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Super-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platforms
22 september 2024 · 39 min
One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. Lees meer
That's not all we cover in a big episode of Equity Mates:
Elon Musk and Larry Ellison are begging for a product, can you guess what?
Why Oracle is up more than 50% this year
Super-for-Housing has been raised again. It is still a bad idea.
Luke Laretive returns for another Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
—------
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…
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Ren's portfolio revealed, the world is cutting rates Australia isn't & Bryce buys a mining company
18 september 2024 · 32 min
The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. Lees meer
That's not all we cover in a big episode of Equity Mates:
Bryce's latest investment is an Aussie mining company
The world is cutting rates, so why isn't Australia?
OpenAI had unveiled a new PHD-level AI
Why we love the resilience of the share market (and you should too!)
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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 aca…
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Ask an Adviser: Inside Liam and Emma's first advice session with Christine Dang
16 september 2024 · 37 min
What actually happens when you go to get financial advice? Lees meer
As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it.
To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang.
Listen as we take you inside the room and unpack how an initial meeting with an adviser takes place. We cover:
The 'getting-to-know-you' questions an adviser will ask
What financial information they are after
How they approach goals and major financial milestones
The most common financial situations they encounter
How clients can manage competing financial goals (i.e. buying a house v paying for a wedding)
Thinking about investing inside of super or outside of it
And so much more!
Whether you already have an adviser, are thinking about speaking to one, or are not interested at all - this episode will help you think about your personal financial situation and goals.
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Want to speak to Christine or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch
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Sign up to our daily news email to keep up with stories moving markets.
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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
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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 Invest…
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Rupert's real-life Succession, Ren's latest buy & should I consolidate my ETFs?
15 september 2024 · 31 min
Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his chosen successor Lachlan's control of News Corp. Lees meer
That's not all we cover in a big episode of Equity Mates:
Apple's latest iPhone announcement including their AI launch
Some of the more exciting, less covered aspects of the Apple launch (and an investment idea Ren's running with as a result)
Celebrating two Australian exports taking on the world
The pros and cons of consolidating multiple ETFs into one all-world ETF
Investor cheat sheet results as we look at Caledonia's 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.
—------
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 should consider if it is relevant to your needs and read the relevant Prod…
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Why Index Investing: Because indexes are forever | iShares by BlackRock
12 september 2024 · 30 min
Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes: Lees meer
Ensure you don't miss out on growth
Offer income without the hassle
Cut your losers, double-down on your winners
Are designed to last forever (this episode)
In this episode we're taking a closer look at why indexes may be the only truly timeless investment product.
We all love the idea of being a long term investor, but not every investment is designed to be long-term. The history of the stock market is a history of companies rising and falling, of one generation's giants being disrupted by a new wave of companies.
When it comes to index ETFs, it is a completely different proposition. They are designed to be timeless and capture the growth in the stock market, wherever it comes from next. Tune in to today's episode to find out how.
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This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
T…
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Channel 9: Australian housing to fall 50%, hiding money from your partner & what makes Nvidia great
11 september 2024 · 33 min
"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9. Lees meer
That's not all we cover in a big episode of Equity Mates:
How Channel 9 and Channel 7 have reported very similar stories before
Investor Confessions returns with two new confessions
We unpack what has made Nvidia such a great company
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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.
—------
Want more Equity Mates?
Sign up to our email to keep up with business news
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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Nvidia's record loss, are hedged ETFs worth it, Australia's shocking savings rate & Pimp my Portfolio
8 september 2024 · 32 min
Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode. Lees meer
We also cover the news of the day, including:
Nvidia just experienced the largest one-day loss of value in history. We unpack why
This year's largest takeover in Australia, AirTrunk was acquired by Blackstone
Hedged v Unhedged ETFs and whether they are worth it
Adam Dawes joins for another Pimp my Portfolio
Resources discussed:
Articles on hedged v unhedged ETFs from Betashares and Stockspot
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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.
—------
Want more Equity Mates?
Sign up to our email to keep up with business news
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 financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more inf…
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Why Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock
5 september 2024 · 23 min
Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Lees meer
Over four episodes we'll be discussing why indexes:
Ensure you don't miss out on growth
Offer income without the hassle
Cut your losers, double-down on your winners (this episode)
Are designed to last forever
In this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the companies doing poorly.
Two of the hardest parts of investing - knowing when to sell and getting your position sizing correct. Luckily, the design of the index product takes care of both of those for you by applying a consistent, rules-based approach. Listen to today's episode to understand how.
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This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.
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Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news
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Want to get involved in the show?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
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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 rele…
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These healthcare stocks are uninvestable, why we avoid small cap indexes & the business of professional sport
4 september 2024 · 32 min
Last week on the podcast, Bryce mentioned that "investing in a small cap index is not the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them. Lees meer
We also cover the news of the day, including:
Like so many Australians, REA Group is moving to London
The numbers behind their UK takeover target Rightmove
The escalating dispute between health insurers and private hospitals
Why some parts of the healthcare industry are becoming "uninvestable"
The NFL's decision to allow private equity investment
Why Mark Cuban sold a majority stake in the Dallas Mavericks
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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.
—------
Want more Equity Mates?
Sign up to our email to keep up with business news
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 financial professional.
Equity …
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Buy or Sell: Michael Gable - Gold, Paladin Energy, Goodman Group, BHP & more
2 september 2024 · 23 min
Adam Keily is back for another episode of Buy or Sell. Lees meer
This episode he sits down with Michael Gable, Managing Director of Fairmont Equities.
Companies discussed:
BHP Group (ASX: BHP)
QBE Insurance (ASX: GBE)
Global X Physical Gold (ASX: GOLD)
WiseTech (ASX: WTC)
Goodman Group (ASX: GMG)
Telstra (ASX: TLS)
CSL (ASX: CSL)
Domino's Pizza Enterprises (ASX: DMP)
Macquarie Group (ASX: MQG)
Paladin Energy (ASX: PDN)
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
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, Facebook, Twitter & even Threads
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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.
Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.
Equity Mates Media operates under Australi…
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Buffett bags the trillion, Zip is so back & kids that day trade
1 september 2024 · 27 min
Warren Buffett first started buying Berkshire Hathaway shares in 1965 when the shares traded between $12 and $19. Fast forward 60 years and Berkshire Hathaway is now the first American non-technology company to be valued at $1 trillion. Those same shares are today worth $715,300. Wild. Lees meer
That is just one of the topics we cover in a big episode of Equity Mates:
Australia's latest inflation print: 3.5% in the 12 months to July. But there's a devil in the detail
Ray Dalio wants his voice to live forever. But does anyone else?
Nvidia's latest quarterly results
Zip's first ever profit
Guzman y Gomez's first report as a public company
Ex-AFL CEO's Gill McLachlan's first report as the CEO of the gambling company Tabcorp
Results from Woolworths, Coles, Nine Entertainment and BHP
Finally, we finish we some of the worst financial advice we've come across on social media.
Resources discussed:
The Financial Times' reporting on Ray Dalio
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Want to get involved in the podcast? Send us a voice message on our website and we'll play it on the podcast.
—------
Want more Equity Mates?
Sign up to our email to keep up with business news
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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Why Index Investing: Income without the hassle | iShares by BlackRock
29 augustus 2024 · 21 min
Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Lees meer
Over four episodes we'll be discussing why indexes:
Ensure you don't miss out on growth
Offer income without the hassle (this episode)
Cut your losers, double-down on your winners
Are designed to last forever
In this episode we're taking a closer look at the income paid by index ETFs, and why they offer a simple alternative to the hassle and cost of chasing dividend yields from cyclical individual stocks.
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This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.
—------
Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news
—------
Want to get involved in the show?
Have a question? Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
—------
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.
Important…
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122 years of share market returns, Boeings bad year gets worse & Pimp my Portfolio
28 augustus 2024 · 36 min
Over the past 122 years, the Australian share market has averaged annual returns of 13.2%. Wild. And that is despite plenty of reasons to be concerned over those years - pandemics, world wars, missing prime ministers, you name it, it's happened. And the Aussie sharemarket has kept on growing. Lees meer
In today's episode we take a look at that 122 year history and see what we can learn.
We also cover the news of the day, including:
Australia's right to disconnect
The Federal Reserve cutting rates
Boeing's bad year gets worse
Australia's federal opposition turns on big box retailers
Resources discussed:
Morgan Housel's strategy for a market downturn
Australian stock market returns back to 1900
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Want to get involved in the podcast? Send us a message on our website and we'll play it on the podcast.
—------
Want more Equity Mates?
Sign up to our email to keep up with business news
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
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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 …
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Expert: Sam Gordon - How to get into property on any budget
26 augustus 2024 · 42 min
To talk about the housing market, we are joined by Sam Gordon in this episode. Lees meer
Sam is the founder of Australian Property Scout and recently won Buyers Agent of the Year for 2024.
In this episode we cover:
An update on the housing market
Why Sam thinks we're seeing a two-speed housing market
Why certain capital cities still have growth potential
How you can think about getting into housing at any budget
Different first home buyer strategies Sam has seen with his clients
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Want to keep up to date with the news moving markets? Sign up to our short, sharp daily news brief. Everything you need to know, delivered to your inbox at 6am every week day.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
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, Facebook, Twitter & even Threads
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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 …
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Community confessions, Bryce's latest investment & Aussie companies taking on the world
25 augustus 2024 · 29 min
As Reporting Season rolls on in Australia, we take a look at some of the highlights from week 2 including 3 Aussie companies taking on the world. Lees meer
We also discuss:
What we can learn from the latest RBA meeting meetings
3 of the 4 Big Banks cutting their rates on term deposits. Are they worth it these days?
Options when it comes to active managers in Australia
Finally, we introduce a new segment: investor confessions.
Resources discussed:
List of all ASX-listed ETFs
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Do you have an investing confession? Let us know via our website.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Or get put in touch with a professional financial advisor by filling out this form
Want more Equity Mates?
Sign up to our email to keep up with business news
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 financial professional.
Equity Mates Media operates under Australian Financial Services L…