Monday
We review the 16 stocks pitched at the Sohn Hearts & Minds conference
We went to the Hearts and Minds conference on Friday, and once again, we’ve drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who’s choices you think are going to end up on top in 12 months time…
Aussie banks have just made record profits. What’s going on?
Cost of living, inflation and interest rates have been the big economic story of the past 18 months. People and businesses are doing it tough.
So when Australia’s Big 4 Banks reported their latest results, there was a fair bit of anger:
Commonwealth Bank’s profit rose 5% to $10.2 billion
Tuesday
We’re chatting about the best performing ETFs for 2023 this week! But remember, there’s always context when you’re lining up performance on a 12 month window only – you need to look at the full picture! A lot of these ETFs are up this year, but are down from the year below.
Discover the world of rare genetic disease research with Associate Professor Gina Ravenscroft | Harry Perkins of Medical Research
Chief Executive Officer Paul Rayson welcomes Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children.
Buy or Sell: 10 stocks with Adam Keily & Candice Bourke
Fresh episode of Buy or Sell featuring Adam Keily. This week he’s joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she’s adding to her order pad, and those she’s marking for the buy pile. Remember, you can track our calls on the tracking page here.
Wednesday
OpenAI Saga: Sam Altman’s Wild Weekend
ChatGPT has taken the world by storm this year. That is the AI chatbot made by OpenAI.
Sam Altman, the CEO and co-founder of OpenAI, has become one of the most recognisable faces in business this year.
105: The Michael Saylor Interview: Bitcoin – There Is No Second Best!!
Tracey was lucky enough to interview Michael Saylor recently at Australia’s Crypto Con. One of Asia’s biggest crypto events that saw over 10,000 people visit Melbourne’s CBD for a jam packed weekend.
Ctrl+Altman+Delete: a big shake-up in big-tech
The hottest company in AI just fired their celebrity founder… how did that happen? Australia is at the bottom of the leaderboard on a few economic measures, while retailers reckon they’re heading for a rough Christmas, and The Hilton is now taking job offers via TikTok.
Thursday
Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings.
Friday
Order Pad | SOHN Hearts & Minds Stock Pitches
In this week’s episode, Candice and Felicity share the SOHN annual stock pick ideas that make up the Listed Investment Company HM1:ASX.
Expert: Amit Goel – Two stocks benefiting from the changing global supply chains | Fidelity
We’re joined by Amit Goel, who’s the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he’s nearly 20 years’ experience investing in emerging markets.
Bitesize: How much should I invest so I can retire comfortably?
We’re going through some of your frequently asked questions and finding our Bitesized answers from previous episodes when we’ve answered them. This episode we look at a pretty common one – how much should I be investing so I have enough to comfortably retire?
Money, power and time: Is the future of 50-over cricket on the line?
Australia are cricket world champions. In a brutal six months away from home, Australia’s men’s cricket team has won the World Test Championship, retained the Ashes against England and now won the One Day Cricket World Cup.