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Weekly Round Up: Nov 27 – Dec 1, 2023

@EQUITYMATES|1 December, 2023

Monday

Equity Mates Investing Podcast

Ren’s big call, Bryce’s big move & Sam Altman’s big week

Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there’s a new segment with Ren – he’s got a BIG call to make.

The Dive Podcast

5 things to know about migration and the property market

Overseas migration is frequently being called out as one of the primary factors influencing the housing market. As Core Logic writes – in the face of high interest rates, low consumer sentiment and stretched housing affordability, values and rents continue to rise and vacancy rates plummet as net overseas migration has hit record highs. Today, Sascha is joined by Core Logic’s Head of Research Eliza Owen to the podcast to talk about one of their recent articles. The original article, if you’d like to read more, is here.


Tuesday

Get Started Investing Podcast

We’re both first home buyers: Here’s what we learned

We’ve both bought houses in the last few months! Yes we know, we do everything together – but don’t worry – we’ve bought homes independently! This episode we got through all the things we wish we’d known, the things we’d do differently, and the things that surprised us. Get in touch, and ask your property questions at ask@equitymates.com.

Hearts_and_Minds_Podcast_Artwork

Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019. Jun Bei is a TEDx speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments and volunteers for the Raise Foundation Board.

Equity Mates Investing Podcast

Buy or Sell: 10 stocks with Adam Keily & Owen Rask

It’s another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks Owen’s thinking about, and whether he’s buying or selling. Remember, you can track our calls on the tracking page here.


Wednesday

The Dive Podcast

Why Rugby League is in the middle of the US-China great power contest

If we were to say great power competition between China and the United States – what’s the first thing you think of?

Whatever it was, I’d hazard a guess it wasn’t Rugby League.

Crypto Curious Podcast

106 – Record Breaking Binance Fine, SEC Crackdowns, and a Crypto Loan Product Review: This Week on Crypto Curious

Welcome to the “Crypto Curious” podcast, brought to you by the Bamboo App. This week, we delve into some of the most popular stories in the cryptocurrency world. We begin with the startling news of Binance USA facing a record-breaking $4.3 billion fine, the largest in US Treasury history, following the stepping down of its CEO, Changpeng Zhao. We then shift our focus to Kraken, which is under the SEC’s scrutiny, accused of operating as an unregistered broker and commingling funds. 

Comedian V Economist Podcast

One in three Gen-Zers stealing stuff. Boomers outraged.

A new survey in America shows that a third of Gen-Z are swiping stuff from the shops as cost-of-living pressures rise.

The new Governor reckons inflation has become a home-grown problem: The government politely disagrees.


Thursday

Equity Mates Investing Podcast

Ask an Advisor: Luke Laretive – Choosing a fund manager & making money in Aussie large caps

Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund.


Friday

Talk Money To Me Podcast

12 Stocks of Xmas: Part 1

For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! 

Equity Mates Investing Podcast

Expert: Sam Gordon – What’s causing the housing crisis? | Australian Property Scout

Sam Gordon is a returning guest on Equity Mates Media – but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian Property Scout aims to retire 500 people by 2030. In this episode we talk about the current property climate, where Sam thinks it’s headed, and what an individual investor should be doing.

Get Started Investing Podcast

Bitesize: Is it possible to be *too* diversified?

You’ve asked some great questions over the years! We’re going through some to send to you as Bitesized answers from previous episodes. This episode we look at a question we get a lot – how diversified is too diversified?

The Dive

Happy Birthday ChatGPT! 12 months on, what’s changed?

Happy Birthday ChatGPT! Since arriving in our lives this time last year, it’s made news headlines, had teachers, industries and governments worried, and on a more personal level, made many menial tasks – like writing shopping lists or building excel spreadsheets, much easier.


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