Monday
Three stocks from three investor letters
At the end of every quarter we receive so many investor letters, from all around the world, from all different types of funds, sharing what they’re seeing from a macro perspective and stocks they’re investing in and stocks they’re selling. It is a great insight into what professional investors are thinking. And it’s ALL FREE!
So in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of companies these fund managers are writing about, with the aim to show how valuable investor information can be found by us, everyday investors.
53 – How’s Bitcoin doing? Who’s left in the metaverse? And unpacking the Binance hack…
This week, Blake, Tracey and Craig talk about the hackers who’ve stolen around $570 million in tokens from Binance. They also discuss the Celsius Dox story.
The fact that during the bankruptcy proceedings for crypto platform Celsius, the identities of thousands of its customers has been revealed in court filings, DappRadar reporting that the metaverse is quite a lonely place to be, and they wrap up the show with their quick, fast soundbites.
It is time to BeReal.
Move over TikTok, there’s a hot new social media platform in town.
Well, it’s not that new. It was released in 2020. But 2022 has been the year that the world decided to BeReal.
And if the ultimate sign that you’ve made it in social media is when Mark Zuckerberg and Facebook try to copy you, well BeReal can now tick that off their list.
Tuesday
Life is busy, your portfolio doesn’t need to be
While our lives are busy … our portfolios don’t need to be busy – It’s never been easier to be an investor.
In this episode Bryce & Alec discuss how they set up their portfolios, and how they approach diversifying their portfolio.
If you’ve got questions as you get started investing like, is overlap OK? or, How many ETF’s are too many? Well press play!
FlexMami: How money can buy happiness (Part 2)
Keep track of Sophie and Maddy between the episodes on Instagram, or on TikTok, and come and be part of the conversation on Facebook with our You’re In Good Company Discussion Group.
Wednesday
Winning a Nobel Prize… 40 years later
The Nobel Prize for Economics has just been awarded. The recipients are 3 American economists whose work demonstrated “why avoiding banking collapses is vital.”
Feels a little obvious. Even more extraordinary, this was published four decades ago. Back in the 1980s.
We wanted to get a better understanding of what was happening with the Nobel Prize for Economics this year. Who won, why their work matters and how it has changed the world today. Sascha is joined by the co-host of Comedian v Economist and the resident economist at Equity Mates Media, Thomas Keily to chat about this subject.
“Just hours from collapse” – Trussonomics takes UK to the brink
The boys were in Sydney for Finfest over the weekend, so Ren from Equity Mates joins them to talk about the train wreck in the UK financial system (note this was recorded before Kwarteng was fired), what the latest earning results are telling us about the economy, the outlook for Aussie property, and why a pub in Dublin is turning off the heating. All this and more on this week’s Comedian v Economist.
Thursday
Quick Finfest Wrap + Emma Fisher on the difference between uncertainty and risk
We’re still reeling from Finfest, and it’s more than a few days on… We chat on mic about how great the day was, your feedback and our future plans, before featuring one of our favourite talks from the day – the fantastic Emma Fisher who kicked things off in the Magellan tent.
Friday
3 takeaways from Finfest & some investible ideas for the current market
Candice and Felicity swap notes on their takeaways from Equity Mates’ Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone!
Bitesize: Alec’s biggest mistake & the valuable lesson he learned
After five years of Equity Mates and three years of Get Started Investing we’ve built a back catalogue of more than 700 episodes. Bitesize is our opportunity to share some of our favourite moments, lessons and quotes from both Equity Mates and Get Started Investing.
In this clip, Alec talks about his biggest mistake in investing – and how it taught him a valuable lesson.
And finally, we will be releasing the next dive episode today at 5pm AEST. Keep an eye out on the Dive page