Equity Mates Investing Podcast
Alle afleveringen
1.226 afleveringen, van nieuw naar oud
-
Why Index Investing: You don't miss out on growth | iShares by BlackRock
22 augustus 2024 · 27 min
The growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated. Lees meer
Over 4 episodes we're going to be exploring the power of index investing.
In the first episode we're focusing on growth, and why with index funds you don't miss out.
—------
This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indices. 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 Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general…
-
Gold hits all-time highs, What's in Nancy Pelosi & Bill Ackman's portfolios & Pimp my Portfolio with Adam Dawes
21 augustus 2024 · 37 min
Australia may have just set a record with 18 golds at the Olympics, but there is another gold setting records. The price of gold has just hit $2,500 USD an ounce, the first time it has ever hit that level. Lees meer
What's driving the gold price? Is now the time to invest? We unpack it all in today's episode.
We also:
Launch a new segment - Cheat Sheet - where we peak at the portfolios of some of the best investors
Look at Nancy Pelosi and Bill Ackman's portfolios
Adam Dawes returns for another Pimp my Portfolio
Resources discussed:
Listen to our interview with Chris Judd (Spotify | Apple)
—------
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
—------
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 oper…
-
Ask an Adviser: Meet Bryce and Ren's mortgage broker - Chris Bates
19 augustus 2024 · 48 min
Meet Chris Bates - the mortgage broker who helped both of us (Bryce and Ren) get into our first homes. Lees meer
We have been getting so many questions about buying a first home, recycling equity and moving into property investment that we've asked Chris to join us on the show to help answer these questions.
In today's episode we cover:
Our own property stories (and how Bryce almost made a huge mistake)
Trends in the property market and where to next
How inflation is impacting property prices
Some of the common mistakes first home buyers make
Why Chris thinks debt-recycling is overhyped (but also how we can do it)
Chris' thoughts on rentvesting
Whether buying land to subdivide it is a good strategy
If a buyer's agent is worth it
Wherever you are with property, we think this episode will give you plenty to go away and think about applying to your own finances.
—------
Want to see Bryce's property checklist? Make sure you're in the Facebook Discussion Group
(If you're off Meta, hit us up on our website and we'll send it to you)
—------
Want to speak to Chris or another hand-picked financial advisor? Let us know a little about you by filling out this form and we'll put you in touch
—------
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
—------
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 advi…
-
Comparing One-ETF portfolios, the golden rules of Reporting Season & the slow death of TV speeds up
18 augustus 2024 · 31 min
Reporting Season has kicked off in Australia, as publicly listed companies share how they've gone over the past 12 months. In this episode we share what we've learned so far. Lees meer
We also:
Follow up our conversation on sports betting ads with some further facts & figures
Discuss the challenges that cable TV is facing in Australia and the US
Explore why the dating apps are down bad this year
Unpack ASIC's case against the ASX for misleading the market
Discuss the concept of the One-ETF portfolio
Compare different One-ETF portfolios: VDHG, DHHF, VGS and BGBL
Share some notable results from Australia's Reporting Season
Resources discussed:
Read Annabelle Crabb's ABC article on gambling ads
—------
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
—------
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 Disc…
-
Expert: Nitin Mathur - Don't miss India's rise | Fidelity
15 augustus 2024 · 31 min
India's share market has been a star performer over the past few years. In the past 12 months the Nifty 50 is up 24% and over the past 5 years, it is up 118%. Lees meer
We wanted to understand where to next for India's economy and share market. To help us answer that question, we spoke to Nitin Mathur from Fidelity International. In this episode we cover:
How Nitin approaches investing in India
Some of the most common misconceptions about Indian companies
What is happening on the ground in India
How growing smart phone usage and internet penetration is changing the country
Two stocks that Nitin finds interesting: Five Star Business Finance & Fortis Healthcare
—------
This episode has been sponsored by Fidelity, find out more about the Fidelity India Active ETF (ASX:FIIN) on their website. Thank you to Fidelity for helping keep the podcast free.
—------
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
—------
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 Disclosu…
-
Watchlist for a market crash, Pimp my Portfolio returns & a ban on sports betting ads?
14 augustus 2024 · 34 min
Despite record breaking Olympic coverage, Nine Entertainment has had a terrible year. Laying off employees, journalists on strike and cancelling a planned share-buyback. Now one of their biggest sources of advertising revenue - the gambling industry - may be getting restricted or banned. Who would want to be in legacy media? Lees meer
In today's episode, we look back the potential ban on gambling advertising in Australia and what effect it might have on listed companies. We also:
Recover from the whiplash of the past 2 weeks in markets
Discuss the AFR's article 26 stocks for the next market crash
Add our own companies to that list
Adam Dawes joins us for another Pimp my Portfolio
—------
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
—------
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.…
-
Buy or Sell: Ben Rundle - Catapult, Dominos, Guzman y Gomez and more
12 augustus 2024 · 26 min
Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with a simple question: are you buying or are you selling? Lees meer
In this episode, Adam is joined by Ben Rundle of Hayborough Investment Partners.
Companies discussed:
Lifestyle Communities (ASX: LIC)
DUG Technology (ASX: DUG)
Catapult Group (ASX: CAT)
Redox (ASX: RDX)
Guzman y Gomez (ASX: GYG)
Domino's Pizza Enterprises (ASX: DMP)
Eagers Automotive (ASX: APE)
Dicker Data (ASX: DDR)
Growthpoint Properties Australia (ASX: GOZ)
Paragon Care (ASX: PGC)
—------
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
—------
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.
Equi…
-
A lot of panic for an average week, where to next for the economy & the rise and fall of media stocks
11 augustus 2024 · 35 min
The headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". Lees meer
In today's episode, we look back at the week that was and consider whether the panic (and headlines like that) were justified. We also:
Catch up on what we're learning from earnings season
Discuss Elon Musk's Neuralink implanting a second brain chip
Unpack the news out of the WA mining industry
Share our takeaways from JP Morgan Asset Management's quarterly briefing
Discuss our latest book club book, all about the rise and fall of media companies
—------
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
—------
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 t…
-
What Aussies are buying, competition amongst brokers & lessons on entrepreneurship - John Winters, CEO & cofounder of Superhero
8 augustus 2024 · 37 min
We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right in the middle of it. Lees meer
In today’s episode we speak to John about:
What his data shows Aussie investors are buying and selling
How different age cohorts are investing
Any other noticeable trends amongst Aussie investors
John's entrepreneurship journey with Superhero & what he's learned
How he sees competition amongst brokers in Australia
Why Superhero changed their price to $2 brokerage
What's in the product pipeline at Superhero
—------
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
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.
—------
Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper and is issued by Diversa Trustees Limited as trustee. Read the PDS and TMD at superhero.com.au.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consi…
-
What a week: RBA rate decision, Aussie market fall leads to panic, Buffett has a quarter-trillion to invest & more
7 augustus 2024 · 27 min
There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. Lees meer
In a big episode of Equity Mates, we'll get you caught up on:
The RBA's latest decision on interest rates and what it means
The fall in the Aussie share market and the panic that ensued.
Importantly, why that panic is overblown
The falls in the US and Japan, and why they had quite different causes
Buffett's latest market update, and his $277 billion cash pile
Ren's out-of-left-field prediction for what Buffett is planning
—------
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
—------
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 M…
-
Expert: Chris Judd - The biggest change creates the biggest opportunities
5 augustus 2024 · 40 min
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, Lees meer
In today’s episode we speak to Chris about:
His journey from football to funds management
His investment philosophy at Cerutty
Why liquidity is such an under-appreciated factor for all investors
An example of a big structural trend - Decarbonisation - and examples of investment opportunities that emerge
The massive economic shift that Trump may have indicated by picking JD Vance as his running mate
Want more?
Listen to our first interview with Chris from 2019
Read the Cerutty Macro Fund monthly updates
—------
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
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…
-
Don't panic: the power of long-term investing, actually useful rules of portfolio construction & is micro-investing worth it?
4 augustus 2024 · 24 min
Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. Lees meer
This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing.
That's not all we're doing as we also discuss some rules of portfolio construction and answer a question on whether micro-investing is worth it.
—------
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
—------
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 und…
-
Expert: Casey McLean - Opportunities in Australia: PolyNovo, Car Group, CSL, SiteMinder & more
2 augustus 2024 · 49 min
Think the Australian share market is boring? Casey McLean wants to change your mind. Lees meer
Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names.
In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including:
SiteMinder
Ventia
CSL
Cochlear
ResMed
Boral
CSR
PolyNovo
Car Group
—------
This episode has been sponsored by Fidelity, find out more about the Fidelity Australian High Conviction Active ETF. Thank you to Fidelity for helping keep the podcast free.
—------
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
—------
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. …
-
Nuclear energy: Why it has been a top performing industry this year
31 juli 2024 · 37 min
We're back with another industry deep dive, this time looking at nuclear energy. Lees meer
In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why.
So in this industry deep dive we're looking at:
The adoption of nuclear energy around the world
Why AI has become a huge driver of nuclear energy stocks
The nuclear conversation in Australia
The investment opportunity in uranium miners, nuclear power plants and industry suppliers across Australia, Europe, the US and Canada
Join us as we dive into the industry and look at some of the big listed companies as well as some of the ETFs that track the industry.
—------
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
—------
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…
-
Ask an Adviser: Building wealth through different stages of life - Glen Hare
29 juli 2024 · 50 min
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages. Lees meer
We cover:
Young and getting started: First job, travel, getting out of debt, thinking about property
Accumulators: Key milestones, investing, planning for the future
Starting a family: Estate planning, thinking about kids, emergency funds and tax-efficient investing
Wherever you are on your investing journey, we think this episode will give you plenty to go away and think about applying to your own finances.
—------
Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form
—------
Have an investing 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
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…
-
We're searching for the world's best moat, 1 million people working for you & Pimp my Portfolio
28 juli 2024 · 38 min
We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. Lees meer
If you have a company you'd like to add to our list, hit us up on our website.
We also take a look at incentives in the stock market and why investing means you have millions of people working for you.
Finally, Luke Laretive joins us for another edition of Pimp my Portfolio.
—------
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
—------
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 Australia…
-
Beware pre-IPO ETFs, will a 14th rate rise change anything & the rise of Astrology investing
24 juli 2024 · 31 min
Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? Lees meer
We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) but when we go under the hood we quickly realise they're not all they're cracked up to be. We'll unpack why in this episode.
Finally, we take a look at a worrying trend that has popped up on TikTok - applying Astrology and Numerology to investing. Naturally we had to see if it could predict the next Afterpay. Spoiler alert: it couldn't.
Resources discussed:
Equity Mates Instagram posts on Numerology and Astrology
—------
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
—------
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 P…
-
Buy or Sell: Felicity Thomas - Lynas, AMD, Playside Studios & more
22 juli 2024 · 29 min
Adam Keily is back for another episode of Buy or Sell. Lees meer
This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify)
—------
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
—------
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.
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 Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
-
2024's best performing Super funds, Offset or invest in stocks & Pimp my Portfolio
21 juli 2024 · 33 min
As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. Lees meer
In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares.
Resources discussed:
Read more about the best performing Super funds
—------
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
—------
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 fo…
-
Expert: Gary Monaghan - The outsized opportunity in Asia | Fidelity
18 juli 2024 · 42 min
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia. Lees meer
Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for the best opportunities amongst the thousands of publicly-listed companies.
In today’s episode we speak to Gary about the opportunity in Asia:
The Fidelity investment philosophy and how that translates to Asian equities
Why Gary thinks we should be investing in Asia
The biggest misconceptions about Asia he hears from investors outside the region
Which country Gary thinks is 'next up' after China and India
We finish by deep diving on two stocks that Gary thinks best represent the Asian opportunity
—------
Thank you to Fidelity for sponsoring this episode in celebration of the launch of their Fidelity Asia Active ETF (ASX: FASI).
Visit www.fidelity.com.au to find out more.
Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.
—------
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
—------
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.
—---…
-
Aussie market hits all-time highs, can it continue? | Dividend reinvestment plans | Pimp my Portfolio
18 juli 2024 · 31 min
The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue? Lees meer
In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio.
—------
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
—------
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.
-
Ask an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green
16 juli 2024 · 41 min
We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Lees meer
Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode.
Here's what we cover it this episode:
Setting up your finances as a couple
Investing for a child's education
When's the right time to pursue different tax strategies?
Investing using leverage
Managing your super and ensuring you have enough for retirement
—------
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, and 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 Disclos…
-
Is Nike undervalued, the Aussie dollar is rising & investing for kids
14 juli 2024 · 34 min
A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. Lees meer
That's not all we cover in a jam packed episode of Equity Mates:
Why the Aussie dollar is rising
The opportunities for investors and consumers when the dollar is rising
A framework to approach investing for kids
Some of the assets that make the most sense for a 20+ year time horizon
—------
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
—------
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 und…
-
Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy
11 juli 2024 · 40 min
Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Lees meer
Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios.
In today’s episode we cover:
Jennifer’s background in markets and sustainable investing
The evolution of sustainable investing over the past decade, and the trends shaping the future
The difference between sustainable investing and ESG
The core ingredients that define sustainable investing strategies
The power of engagement, through the lens of a case study
How J.P. Morgan Asset Management are planning on meeting net zero by 2050
The challenges of a lack of standardised definitions and criteria in sustainable investing
—------
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
—------
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 ent…
-
Half year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio
11 juli 2024 · 36 min
In today’s episode we: Lees meer
discuss the struggles facing Australian media and unpack the layoffs at Nine
look at the best and worst performing stocks for the first half of 2024
have a crack at some of the economist predictions that haven’t panned out this year
bring back Luke Laretive and a community member to have their portfolio reviewed
Hosted on Acast. See acast.com/privacy for more information.
-
Expert: Michael Frazis - Why I sold Nvidia
8 juli 2024 · 46 min
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Lees meer
Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned.
In today’s episode we cover:
Michael's investing philosophy
How his growth fund rode the high's of 2020 and 2021 and the low's of 2022 and 2023
What he has changed from these experiences
How he delivered 80% for investors in the first half of 2024
Where he sees opportunity in life sciences
Why he sold Nvidia
—------
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
—------
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 Disclosu…
-
Having enough for retirement, mixed inflation news & the power of Renaissance Technologies
7 juli 2024 · 39 min
A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies Lees meer
—------
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
—------
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.
-
Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund
4 juli 2024 · 38 min
Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Lees meer
Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders.
We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy.
In today’s episode we cover:
The characteristics that make a ‘global future leader’
The hallmarks of a strong competitive advantage
How to assess the sustainability of a competitive advantage
Two stocks that encompass the investment approach and are global future leaders
—------
Fidelity’s new range of active ETFs covering India, Asia, concentrated Australian equities and global small and mid caps, puts their 400 investment experts at your fingertips. Access the best of Fidelity’s hand-picked investments in just one trade.
Find out more about the Fidelity Global Future Leaders Active ETF.
Issued by FIL Responsible Entity (Australia) Limited, AFSL No. 409340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD available at www.fidelity.com.au.
-----
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…
-
Super Micro Computer: First you buy Nvidia, then you buy Super Micro
3 juli 2024 · 37 min
Apparently the saying is “First you buy Nvidia, then you buy Super Micro” Lees meer
But have you heard of Super Micro Computers?
In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market.
We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro's investment potential and the broader tech landscape.
In this episode we cover:
The recent stock performance
The company history and some of the controversial moments along the way
Their range of products and market position
The financial performance
Growth drivers
Bull and bear case
How big this company could get in 10 years
_______
Thanks to Superhero for proudly supporting this series.
Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.
Download Superhero’s easy-to-use app and start tailoring your super today.
Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.
Read their PDS and TMD and download the Superhero app at superhero.com.au.
—------
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
Watch Equity Mates on YouTube
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Cust…
-
Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality
1 juli 2024 · 24 min
Adam Keily is back for another episode of Buy or Sell. Lees meer
This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer.
Companies discussed in this episode include:
VanEck MSCI International Small Cos Quality ETF (ASX QSML)
Nasdaq 100 (ASX: NDQ)
Betashares Global Cybersecurity ETF (ASX: HACK)
GlobalX Physical Gold (ASX: GOLD)
VanEck MSCI International Quality ETF (ASX: QUAL)
BHP
Commonwealth Bank (ASX: CBA)
Praemium (ASX:PPS)
James Hardie Industries (ASX:JHX)
ASX (ASX: ASX)
—------
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
—------
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 Financia…
-
Zip: Is it back? | Company Deep Dive
30 juni 2024 · 42 min
It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back? Lees meer
In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies.
Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market.
In this episode we cover:
The history of the BNPL industry, and Zips part in it
Zips recent stock performance and market perception
An overview of their product range
The company’s financial scorecard
The global BNPL industry and market dynamics
The bull case and bear case
What the future holds for Zip
_______
Thanks to Superhero for proudly supporting this series.
Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.
Download Superhero’s easy-to-use app and start tailoring your super today.
Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.
Read their PDS and TMD and download the Superhero app at superhero.com.au.
—------
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
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…
-
Expert: Claire Smith - Bryce is on the hunt for a private equity manager
27 juni 2024 · 44 min
Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager). Lees meer
Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea.
In this episode I (Bryce) am on the hunt for a private equity manager in my portfolio, and I’m sitting down with Claire to understand how Schroders approach PE, and their place in the market.
In today’s episode we cover:
How private equity markets are structured and segmented
The fallacy that to get good returns you need to invest with the big end of town
How having too much money is actually hurting the big players
Schroder’s semi-liquid, open-ended PE fund, and how it might work in my portfolio
Some examples of investments that Schroders are making
Where Claire thinks the PE industry will be in 10 years
—------
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
—------
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 ed…
-
Eli Lilly: The greatest drug of all time? | Company Deep Dive
26 juni 2024 · 41 min
GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it. Lees meer
In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’....
We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges.
In today’s episode we cover:
Early innovations included gelatin-coating for pills, fruit flavorings, and sugar-coated pills to make medicines easier to swallow.
Current operations and well-known drugs
The extensive product list, and their market positioning
Their massive clinical pipeline
Financial overview
Bull case & bear case
Where the company could be in 10 years
_______
Thanks to Superhero for proudly supporting this series.
Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.
Download Superhero’s easy-to-use app and start tailoring your super today.
Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.
Read their PDS and TMD and download the Superhero app at superhero.com.au.
—------
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
—------
In the spirit of reconciliation, Equity Mates Media and th…
-
Expert: Tim Samway - The new frontier of private equity
24 juni 2024 · 37 min
Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia. Lees meer
In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market.
In today’s episode we cover:
Tim’s investment thesis, and how it’s changed over the years
What GP staking is and how it’s different to traditional private equity
Why you would invest in the manager, not just their funds
What to look for in a fund manager beyond their track record
The opportunity set within private equity and if it’s becoming saturated
—------
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
—------
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 D…
-
Audinate: Is it a buying opportunity at these levels? | Company deep dive
23 juni 2024 · 26 min
In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. Lees meer
Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges.
In today’s episode we cover:
Audinate’s mission and target customers
Company history
Their flagship product - Dante
Financial overview
Future prospects with innovation and expansion
Growth strategy
_______
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
—------
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…
-
Catapult: Dominating sports analytics - how big can it get? | Company deep dive
19 juni 2024 · 55 min
You know Catapult swims in big circles when it’s Patrick Mahomes, Mbappe and Jason Tatum on slide 3 of their H1 results presentation… Lees meer
In today's episode, we explore Catapult, a leading provider of performance tracking and analytics technology in sports. We delve into the company's history, current operations, and future prospects from an investment perspective. Joining us in the second half is Andrew Brown, executive director of East 72, who provides expert insights into Catapult's investment potential and challenges.
In today’s episode we cover:
The business of investing in sports
An overview of Catapult’s global reach
The founding story, from a research project in 1999
The current operations and technology
Teams & Leagues Using Catapult Technology
Financial overview
The future prospects - how big can this get and what is the end game?
Episode recorded 3rd May 2024. Interview with Andrew Brown recorded 31st May 2024.
_______
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
—------
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
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 count…
-
Ask An Adviser: Bryce saved $900 getting personal insurance advice w/ Phil Thompson
17 juni 2024 · 45 min
Life insurance is something most of us have in our superfunds, but I (Bryce) didn’t. So I went through the process of getting life insurance with Phil Thompson, and the results were surprising (compared to the default cover in my superfund). Lees meer
TL;DR - I recommend you take the time to understand your default cover in your super fund and then get a comparison quote from an advisor, because chances are you’ll be underinsured. As you’ll hear in this episode, getting insurance outside of your existing default cover doesn’t need to impact your cashflow either.
Here's what we cover it this episode:
My (Bryce) life goals, and why now was the time to look at life insurance
The process I went through to get a personal quote
A detailed look at the outcome of the advice
A breakdown of the advice and how it might be applicable to you
Questions from the community about life insurance
—------
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
—------
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 ob…
-
Tesla: "It's on a path" to grow 300% by 2030 | Company deep dive
16 juni 2024 · 46 min
There’s probably no other company that is continuously as divisive as Tesla. The bulls are raging, and the bears are equally as strong. Will Tesla hit the heights that so many believe is capable of achieving, or will it fall back to the pack of traditional automakers? Lees meer
In today’s episode we look at Tesla’s recent developments, explore the company’s history, products and future prospects. Joining us in the second half is Christopher Tsai, CIO at Tsai Capital, who provides expert insights into Tesla's investment potential and challenges.
In today’s episode we cover:
Company overview and history
Tesla’s tumultuous past 6 months
Current market position and lineup of business units and products
Financial overview
What the company could look like in 10 years
Resources discussed:
Power of compounding paper on Tsai website
Episode recorded 3rd May 2024
_______
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
—------
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
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…
-
Droneshield: 255% year-to-date - this company is flying | Company Deep Dive
12 juni 2024 · 40 min
In today's episode, we take a look at DroneShield, a leader in counter-drone technology, and a stock that has captured the attention of the investing community. Lees meer
We explore the company's history, current operations, market potential, and financial performance. Joining us in the second half is Andrew Page, founder of Strawman.com, who provides expert insights into DroneShield's investment potential and challenges.
In this episode we cover:
The changing nature of warfare
Droneshield’s history
The three major business operations driving growth
The company’s market size and sales pipeline
A financial overview and a look at the future prospects
The bull case
The risks, and bear case
______
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
—------
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 Aborig…
-
Buy or Sell: Lucas Goode - Xero, NextDC, Brainchip, Cettire + more
10 juni 2024 · 25 min
Adam Keily is back for another episode of Buy or Sell. Lees meer
This episode he sits down with Lucas Goode of Investor Mutual to discuss 10 stocks that are front of mind for Lucas
Companies discussed in this episode include:
Nexgen Energy
Imdex
Austal
Readytech Holdings
Metals Acquisition
Temple & Webster Group
Cettire
Brainchip Holdings
Nextdc
Xero
GQG Partners
—------
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
—------
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.
-
Disney: Investing ride of a lifetime or time to get off? | Company Deep Dive
9 juni 2024 · 38 min
Trivia question: Only one of Disney's entries in the 30 highest-grossing films of all time is not a sequel or doesn't have a sequel. Can you guess it? You'll have to listen to find out... Lees meer
In today's episode, we take an in-depth look at Disney from an investment perspective. We explore the company's rich history, current structure, and financial performance. Joining us in the second half is Hatem Dhiab, founding partner at Gerber Kawasaki, who provides expert insights into Disney's investment potential and challenges.
In today’s episode, we cover:
Company overview and history
Company structure and business units
Walt Disney studios and their television division
The magic of Disney’s IP
Company financials
Bull case, bear case
What success looks like in 10 years
______
Thanks to Superhero for proudly supporting this series.
Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three
years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.
$2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.
—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.
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
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respe…
-
How much super should I have at my age? How to stay on track | Vanguard Super Retirement Series
6 juni 2024 · 34 min
It’s the final episode of our Superannuation series, and today we explore the question of how to know if you’re on track for a secure retirement. Lees meer
We unpack strategies to ensure you're prepared for different stages of life, what to do if you're not on track, and how to navigate the uncertainties of retirement planning.
In today’s episode we cover:
The great unknown: how much we’ll need in retirement
How do you know if you’re on track?
What you can do if you’re not on track
Where you should be at different decades in your life
Resources discussed:
MoneySmart Superannuation Calculator
—------
Thank you to Vanguard Super for sponsoring this episode.
Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super.
—------
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
—------
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 an…
-
Expert: Aidan Geysen - 4 key criteria for choosing the right super fund | Vanguard Super Retirement Series
4 juni 2024 · 37 min
Our superannuation series continues, as we try to encourage the many Australians not engaged with their super to start paying attention! Lees meer
In this episode, we sit down with Aidan Geysen, a Senior Manager at Vanguard Super, to discuss the essential toolkit for setting up and managing your superannuation. We cover the basics of choosing the right Super fund, understanding the key criteria to consider, and the resources available to help you make informed decisions.
In today’s episode we cover:
The importance of consolidating your super
4 key criteria to choosing the right fund
How to compare funds to make sure you have the right one
Additional resources to help manage your super
Resources discussed:
SuperRatings
ATO MySuper comparison tool
ATO online consolidation tool
—------
Thank you to Vanguard Super for sponsoring this episode.
Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super.
—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.
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 a…
-
Are you wasting 11% of your salary? | Vanguard Super Retirement Series
2 juni 2024 · 32 min
According to a Vanguard study, 1 in 2 working-age Australians have either not made contact in the last 12 months or indeed never made contact at all with their superannuation (this includes just visiting the fund’s website!). This is a big problem, given how important it is to engage with your super as early as possible. Lees meer
In this episode we break down the reasons why you should not be ignoring your super.
In today’s episode we cover:
Why super is more than a financial product; it’s a means to achieve choice and comfort in retirement
The substantial tax advantages of super
How too many Aussies aren’t engaged with their super and what you can do to change it
Why super is the foundation of retirement, and the income required to live comfortably
—------
Thank you to Vanguard Super for sponsoring this episode.
Extend your investment success with Vanguard to your Superannuation. Head to vanguard.com.au/super to explore Vanguard Super.
—------
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
—------
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 …
-
Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett
2 juni 2024 · 1 uur
On Friday, Guzman y Gomez announced their intention to list on the ASX. To talk about what next for the Mexican quick service restaurant giant, we jumped into the studio with co-CEOs Steven Marks and Hilton Brett. Lees meer
Here's what we cover in today's episode:
The story of Guzman from one store in 2006, to more than 200 stores today
Where they see their sustainable competitive advantage
Their ambition to reach 1,000 stores in Australia
How international expansion to the US, Singapore and Japan has been tracking
Resources discussed:
Our 2020 interview with Steven Marks (Spotify | Apple | Website)
Guzman y Gomez IPO Prospectus
—------
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
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Austra…
-
Uncovered: Protecting brains of stroke patients - Argenica Therapeutics
30 mei 2024 · 28 min
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. Lees meer
When it comes to strokes, there is a saying: time is brain.
During a stroke, blood vessels are blocked and blood carrying essential oxygen cannot make it to brain cells. This lack of oxygen kills 1.9 million brain cells every minute. Sadly, globally, only 35% of patients suffering from an acute stroke arrive at hospital in the critical 4.5 hour window for treatment. As such, stroke researchers around the world are focused on shortening the time to treatment.
Argenica Therapeutics are approaching this problem slightly differently. Rather than trying to get the patient to hospital within the 4.5 hour window, they’ve asked: how can we widen that 4.5 hour window?
To better understand their work, today we speak to Argenica Therapeutics CEO and Managing Director, Dr Liz Dallimore.
—------
Want more? Read our write up on Argenica Therapeutics
Want to ask a question or join us on the podcast, hit us up via our website.
—------
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
Join the conversation in the Facebook Discussion Group
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 circumst…
-
Ren (tries to) solve the housing crisis, Pimp my Portfolio & the saga of Paramount Global
29 mei 2024 · 42 min
Housing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Lees meer
Here's what else we cover in today's episode:
Luke Laretive returns for Pimp my Portfolio
We chat about this month's book club pick: Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy
Discuss next month's book club pick: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution
Want to get involved in Pimp my Portfolio? Fill out the form on our website and we'll get in touch.
—------
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
—------
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 p…
-
Ask an Adviser: In the room with Glen Hare & a real client
27 mei 2024 · 39 min
If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process. Lees meer
Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare.
In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an aim of understanding how it actually works with a financial advisor.
We also unpack how Emily and her partner approached managing money and setting goals as a couple and where a financial advisor was able to help.
—------
Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form
—------
Have an investing 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
Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it i…
-
Nvidia earnings, is it time to buy Tesla & with the Yen so low, should we invest in Japan?
26 mei 2024 · 37 min
Nvidia's earnings seem to be the biggest ticket in town these days. And their quarterly earnings last week did not disappoint. In business history, we've never seen a company this large grow this quickly. Tune in as we break down some of the wild numbers. Lees meer
Here's what else we cover in today's episode:
We introduce a new segment: Mr Beat Up
In it, we debate whether a beat up stock has been oversold (and is a good buy) or whether there's more bad news to come
We also discuss the weakness in the Japanese Yen and whether that creates a buying opportunity in Japanese stocks
—------
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
—------
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…
-
Expert: Sam Gordon - How to find suburbs poised for growth
23 mei 2024 · 31 min
Whether you dream of owning a home, are an owner-occupier or a property investor, we all want to know what drives house prices. Lees meer
Today, we sit down with recently crowned Buyers Agent of the Year, Sam Gordon, to understand what he's looking for.
Resources discussed:
RealEstate.com.au
CoreLogic
SQM Research
—------
Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free.
—------
Have an investing question?
Ask via our website and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion Group
Speak to 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
—------
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.
—------
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.