Monday
The U.S is officially in a bear market. What does that mean? Bryce and Alec look back on the past few days in markets globally.
Stanley Druckenmiller’s recent quote: “This is my 45th consecutive year as a Chief Investment Officer. I’ve never seen a constellation or frankly studied one where there’s no historical analogue. Right now I probably have more humility in terms of my views going forward than I’ve ever had.”
So, who is ‘The Druck’? The lads dissect and discuss his portfolio. There are learnings all throughout today’s episode.
Crypto Winter has Arrived! Celsius & 3 Arrows Underwater and the Liquidity Crisis Explained
This week Blake tells Tracey and Craig about his time at Consensus. Then the guys talk about the latest draw down, and do a wrap up of the latest news in crypto. It’s been a pretty volatile time in the markets, and if you’re new to the scene, it could be a bit frightening. Luckily the team has seen this before, so they talk about how they remain calm, and take a deeper look at some of the reasons why.
LIV Golf tees off: Will a $2b investment be worth it?
LIV Golf. Backed by the Saudi Government, is throwing humongous money – aiming to attract top golfers to join this new competition.
The new tournament is proving to be divisive. The Saudi government – who’re internationally criticised for their atrocious record of human rights, are investing a rumoured $2 billion dollars in the new venture.
In this episode, Bryce and Sascha talk about the business case behind this. With LIV Golf now going head to head with the PGA tour, do they expect to make money from it? What’s the return on investment here?
Tuesday
Australia’s first cryptocurrency ETFs | ETF Securities
This episode has been sponsored by ETF Securities, in celebration of the launch of Australia’s first spot Bitcoin and Ethereum ETFs – both listed on the CBOE.
In this episode Bryce, Alec and Hany discuss in simple terms Cryptocurrency, Bitcoin and Ethereum … the definition of, the future of, and the opportunity that now exists for us all to invest in ETF’s in the Crypto space
Australia’s first Google & Spotify employee on investing in tech | Kate Vale
Ever wish you could ask the leaders of the world’s largest tech companies about what to invest in? From Australia’s first employee and Managing Director at Google, to Spotify, to her own venture capital fund, Kate knows a thing or two about what makes a tech company successful! On today’s episode, we ask Kate all about her career, and what she believes are the greatest investing opportunities in consumer technology today.
Wednesday
Corporate tax avoidance: Is the Double Irish with a Dutch sandwich over?
It’s end of the Financial Year here in Australia. Around this time, we hear the same story, global companies rake in huge profits, while also paying little in tax. We get frustrated. Politicians get riled up. But ultimately, nothing changes. But, earlier this year the OECD agreed to implement a 15% global minimum tax threshold, until it was then reported that the tax would be held up until 2024. Darcy and Sascha discuss the plan by the OECD, just how multinationals move their profits around, and then they talk to Thomas – one half of Comedian V Economist – about his thoughts on the plan.
How to not get mauled in a bear market
The ASX had its worst week since the Covid Crash of 2020 last week. When will it bottom? The Fair Work Commission has given the biggest pay increase in years to people on minimum wage, while others are just getting $40 bucks. Solar farms are laying idle in the NT, despite the energy crisis, while Bunnings is using facial recognition software on everyone who buys a sausage. All this and more on this week’s Comedian v Economist.
Thursday
Zero to 100 (billion) in six years – Tim Carver of GQG Partners | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect, which brings together listed companies and retail investors. Hosted virtually by the ASX every second month, it is a great opportunity for you to hear from CEOs and leaders of some of the most popular companies on the ASX from the comfort of your own home, for free.
Tim Carver is the co-founder and CEO at GQG Partners (ASX: GQG). Prior to GQG, Tim spent ten years as CEO of Pacific Current Group, an ASX-listed asset manager.
Friday
And finally, we will be releasing the next dive episode today at 5pm AEST. Keep an eye out on the Dive page!
The biggest band in the world at the moment is one you might not have heard of… Kpop boy band BTS announced last week they are taking a hiatus to develop individually. But this resulted in a 35% drop in the listed company behind the band. In today’s episode, Darcy and Sascha discuss the business of Kpop and what this hiatus means for the industry.
Need to Know | 14 Tips to make your End of Financial Year
As the last day of June creeps closer and closer, Candice and Felicity thought it would be the perfect time to remind you of some tips you can action to make the End of Financial Year a little bit easier. The ladies talk through their favourite fourteen ideas that cover all the top money topics – superannuation, private health insurance, looking for deductible expenses and equities