Monday
Big Tech earnings, investing in Formula One & should Bryce go fixed or variable?
We’re talking about earnings season – which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow. Then Producer Sascha joins us to chat about some mystery stocks that appeared in her portfolio, and we’re asking whether Bryce should go fixed or variable with his brand new home loan (which is causing a bit of trouble to *actually* sign off on).
How are Americans avoiding paying $688B in tax?
$688 billion. That is how much tax Americans avoided paying in 2021.
With Australia’s tax deadline fast approaching – it is tomorrow, or 31 October 2023, so get your tax returns in – but today Sascha and Alec wanted to understand how Americans could avoid paying so much tax.
Tuesday
How much should I have at my age?
This episode was sparked from articles we’ve recently found like this: Yahoo Finance – ‘How much the average Aussie has in savings‘ and Finder – ‘How much money should I have?’.
The question then becomes, how do I compare? Of course, we live by the motto ‘comparison is the thief of joy’, but more importantly, we decide to dig into the idea of the median – is that a more useful measure when you want to stack yourself beside your peers? (Ps. Yes is the answer).
Where Regal’s Phil King is searching for opportunities | Regal Funds
Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning. As a Conference Fund Manager he’s had the hard task of pitching both short and long ideas at the Sohn Hearts & Minds Conference. And as a Core Fund Manager, HM1 is invested in Regal’s Long/Short Fund which Phil oversees.
Buy or Sell: 10 stocks with Adam Keily & Adam Dawes
Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning. As a Conference Fund Manager he’s had the hard task of pitching both short and long ideas at the Sohn Hearts & Minds Conference. And as a Core Fund Manager, HM1 is invested in Regal’s Long/Short Fund which Phil oversees.
Wednesday
Meet your new North Korean colleagues
Turns out, large western companies accidently hired thousands of North Koreans.
Now that is a headline that caught our interest. Seems like a big accident. So today Sascha and Alec dig into it.
102 – FTX Exchange Reboot, Record Token Staking, SBF takes the stand, and More!
Welcome to the Crypto Curious podcast, brought to you by the Bamboo App. In this week’s episode, Tracey and Blake dive into the latest cryptocurrency developments, offering insights for both seasoned pros and newcomers alike.
Why are we suddenly locking in rate hikes next week?
Inflation gave us a nasty surprise this week, while the intern who wrote the Treasurer’s media release doesn’t understand what real wages mean. Microsoft and Google gave markets a reality check on the AI boom, while Gen Z prefer their coffee at home.
Thursday
Ask an Advisor: Ellie Fordham – Dividend investing, salary sacrifice and life insurance
This Ask An Advisor, we’re joined by Ellie Fordham, to answer the questions you’ve been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com.
Friday
Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.
In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in.
Bitesize: Why we keep DCAing even when stocks are falling
We’re going through some of our best Ask Us Anything answers from very early Equity Mates episodes! This one was taken from the very very beginning of the pandemic, which makes it wild to listen back to. Although the message still rings true – DCA consistently, and you’ll be taking advantage of a unique opportunity.
If Qantas is an indication, it’s going to be a fiery AGM season
Today, the Qantas board will be holding their annual general meeting. It’s a chance for shareholders to hold a mirror to the board and management after months of widespread anger – whether it be over former CEO Alan Joyce’s pay packet, regulatory investigation into cancelled flights, and lobbying the Australian government over competition from a competitor to bring more flights to Australia.