Monday
What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues
Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue.
Ronaldo’s $313m contract shows why it’s time to worry about oil
The extension of oil production cuts by Saudi Arabia is driven by its geopolitical and economic ambitions. Last week the Australian Financial Review wrote a Chanticleer column about these ambitions connect to the massive contract that Cristiano Ronado has recently inked. Sascha is joined by AFR journalist James Thomson to talk about this today.
Tuesday
Today we’re talking about dumb money mistakes – in celebration of the new film – Dumb Money. We share both our own errors, and hear from those of our community! It’s a really fun episode, and we know that learning about our mistakes is the best way to stop them in the future.
Wednesday
What’s the concrete crisis gripping the UK?
It’s another favourite of The Dive fans – 3 stories in 15 minutes. We’ve gone around the office and asked for the stories that are grabbing our attention. We’re chatting about the new music deal Universal have arranged with a French music streamer, the concrete crisis that’s the main conversation in the UK, and a battle that’s bringing two major streaming services head to head.
Did Albo miss the memo on China?
GDP data out last week showed the Aussie economy slowing much more quickly than expected, with consumers in particular smashing into a wall. The US is rapidly de-risking from economic exposure to China, so what’s Albo’s plan while he’s over there. Theres’ a new revenue sharing model in the music streaming world, while some supermarkets are promising to make check-outs slower.
Thursday
Expert: Brent Beshore – Only 14 investments in 16 years | Permanent Equity
We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame. We loved this conversation where he went over the 14 companies he’s invested in – with everything from amusement ride manufacturing to elite matchmaking – he explains what these companies have in common.
Friday
Investing into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?
In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund
Short Squeezes & GameStop: Two Years On
Today we’re talking short selling in celebration of the new film coming out – Dumb Money.
This episode is sponsored by Roadshow Films in celebration of the launch of Dumb money – a brand new comedy based from the directors of I, TONYA, based on the insane true story of the GameStop short squeeze. Featuring a huge cast including Paul Dano, Pete Davidson, Sebastian Stan, Shailene Woodley, America Ferrera, Seth Rogen and more. In Cinemas from October 5th.
Bitesize: How you can be lazy and *still* invest
Today’s Bitesize, we’re asking the question – how can you be lazy, and still invest? The answer is automation!
Is Rugby Union on the brink of a new golden age?
2003 was the most recent high water mark for Australian Rugby. We were hosting a World Cupt on our shores, and we very close to winning it all, before losing to England in the grand final. In the following two decades, it was besieged by scandals, pandemics, and public court cases, resulting in Rugby Australia facing the brink of bankruptcy. Today Sascha and Alec talk about the pivot point Rugby Australia finds itself at – and ask: is the next golden age of rugby still to come? Or is it too late?