Monday
A simpler way to value a stock w/ Andrew Page
Huge, huge, huge guest appearing on Equity Mates today.
Cathie Wood, from Ark Invests, has sat down and done and interview with You’re In Good Company, and we have an exclusive preview of the episode to share with you. But listen to the full episode, on You’re In Good Company tomorrow morning wherever you get your podcasts.
It was heralded as the next big global trend… but now it appears meatless meat , it turns out, seems less a world-changing innovation than another food trend whose novelty is wearing thin.
Today Alec and Sascha consider – where did it all go wrong with fake meat?
Tuesday
3 Tax Deductions you can make as an investor
EOFY is approaching, and we had a bunch of listeners reach out with questions for this episode!
Cathy asked: As a new investor, it would be great to know all the basics for tax time.
Cathie Wood: the biggest investing opportunity right now & how to be on the positive side of AI adoption
Part One. In October of 2020, Maddy and Sophie were inspired to start a podcast about investing to help make it more accessible for their friends. One of their inspirations?
Wednesday
The Wagner Group & the business of private armies
Over the weekend, The Wagner Group, led by outspoken Yevgeny Prigozhin, staged a rebellion that seized two Russian cities. But it was a blink and you miss it moment, almost over as soon as it began. Reaching a deal with the Kremlin, Prigozhin ordered his soldiers to stand down and fled to Belarus where he will retire.
84 – The Bitcoin Halving Countdown Begins, as the International Monetary Fund Backflips on It’s Crypto Stance & Some Big Names in the Industry Show Interest in FTX 2.0
In the latest episode, the crew are all together for the first time ever in Sydney for Blockchain Week Australia. Friend of the pod and CEO of crypto education platform Collective Shift, Ben Simpson also joins the panel as they weigh in on what was another massive week of news.
How the Macro-ratchet is keeping you poor
The Bank of England surprised everyone last week, but definitely not in a good way. One listener wants to know if there’s a way to support the economy without adding to inflation, rich people are now shopping at Aldi, while Best and Less are issuing warnings. All this and more on this week’s Comedian v Economist.
Thursday
Expert: Andrew Walker shares two surprising value investing opportunities
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast. He chats about his journey to date in finance, talks about the value of publishing his work publicly, and shares his investment philosophy with us. He also joins us in a game of Biznerdle – and absolutely nails it!
Friday
Market Update & Why we are BULLISH on Graphite for the EV rollout!
In this week’s episode, Candice and Felicity walk through the latest market data and conditions. They ask the question: has the market got more room to run? Are the bears or the bulls calling the shots? Have global central banks done enough to tame the inflation monster?
News Corp (NWS) deep dive w/ Will Granger | Airlie Funds
Today we’re joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund (‘Fund’), Will Granger. To read more about Airlie Small Companies Fund, read here. The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund’s portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses.
Bitesize: How to value Apple with Rask
In honour of our courses with Rask Australia (more on that below) we decided to make a special Bitesize on Owen’s valuation of Apple! If you want more – and more context, make sure you find the original episode in the links below.
Bluey: The Australian cartoon taking over the world
Do you have a little one in the house? You’ll need no introduction to Bluey, the seven-year old Blue Heeler – and her family, Bingo, Bandit and Chili, premiered on ABC Kids on 1 October 2018. The Australian preschool animated television series has well and truly become a global phenomenon. It’s beloved by famous faces around the work, and is now available internationally on Disney+.