As a retail investor, we often don’t get a lot of insight into what goes on behind closed doors when a company goes from being private to public and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes, we …
The Journey Of A Millennial Getting Into The Markets – Part 1
Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K …
EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
This episode is a little different that usual. During COVID we started an ‘Afternoon Beer Discussions’ series on YouTube. The concept was simple – we’d jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual …
Expert Investor: Market & Watchlist Update With Julia Lee
In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she’s seeing as a result of COVID-19 reporting season highs and lows buy now, pay later – …
Expert Investor: Viktor Shvets – Future of humanity and impact on investing
This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of ‘The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity’. Viktor has …
Expert Investor: Victoria Devine – Lessons on Personal Finance & Investing
For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She’s on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. As an expert on personal finance, Victoria shared …
EM Portfolio: Stock Pitch – Salesforce (CRM)
It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce’s first stock pitch. Bryce has chosen one of the large software companies over in the States – Salesforce (CRM). For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio …
Expert Investor: Rory Cunningham – Lessons from the 2020 ASX Investor Study
Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who’s investing, what they’re focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Rory is the Senior Manager of …
Deep Dive: Cyber Security
In today’s episode we take a look at the fast growing cyber security industry. There’s a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect …
EM Portfolio: Listener Stock Pitch – Citadel Group
Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week’s episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch! Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him …
Expert Investor: Lyn Alden – Bitcoin, the US Dollar & The Fed
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing ‘whatever it takes’ to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. To help us understand what the long-term implications of this …
Expert Investor: Owen Raszkiewicz – Software and Small Caps
In today’s interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts – The Australian Investors Podcast and The Australian Finance Podcast. In this interview we unpack Owen’s investing philosophy and then go deep on two particular areas of …
EM Portfolio: First Investment Committee Meeting
It’s time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. To kick it off we discuss a stock that has performed particularly well over the past few years – Magellan Financial Group (ASX: MFG). For more information on …
ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of …
EM Chat: ASX Reporting Season – Winners & Losers
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they’ve been going, and in August every year the majority of Australian companies report their full year results. So we’ve taken some of our favourite names and discussed their results on today’s podcast. …
Expert Investor: Nick Cregan – 3 Small Cap Stocks You’ve Never Heard Of
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps. In this interview we asked Nick to take us through three specific small caps he’s been looking at. Ideally, three we’ve never heard of. He obliged and took …
Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, …
EM Chat: US Earnings Season – Winners & Losers
It’s that time of year again, where companies report their performance to their shareholders and the market. Over in the US, companies report every quarter, so we’re seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we’ve just started to see …
Future Expert Investor: Usman Khawaja – Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he’d just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash …
EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that’s left is for us to finish the components of the core, and decide what to do with Afterpay! In this episode, we: Review current satellite portfolio and decide …
Expert Investor: Christopher Joye – Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial …
Your Questions: Management, Margins & Fake Meat | Ask Us Anything – July
We’re back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Tax implications of rebalancing your portfolio Investing with COVID uncertainty Participating in share reinvestment plans for international shares The opportunities to invest …
Expert Investor: Emilie O’Neill – The Research Process For ESG Investing
Emilie O’Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ). In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually …
Bonus: Andrew Brown on Afterpay (ASX: APT)
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. The company recently released a share purchase plan (aka capital raising) to the market – selling …
EM Portfolio: Building our core portfolio
In today’s episode we continue building our renewed hypothetical portfolio. We are taking a ‘core and satellite’ approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. In this episode you will learn: The principles of a ‘core and …
Expert Investor: Danielle Ecuyer – A Simple Approach To Share Investing
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book ‘Shareplicity – A Simple Approach To Share Investing‘, which we found to be a great read. Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the …
EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. In this episode we revive the hypothetical portfolio. It’s been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well …
Expert Investor: Matt Leibowitz – What’s Hot, What’s Not In The US Markets
In this episode we sit down with Matt Leibowitz – founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the …
Basics: Brokers – Determining what’s right for you
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way – signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option …
Expert Investor: Malcolm Turnbull – How The 29th Prime Minister Of Australia Made His Money
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography ‘A Bigger Picture’, and there were some incredible stories in there about his time in finance before he got into politics. In this episode, we unpack ‘Malcolm the investor’, to get an insight into …
Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything – June
We’re back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Slater + Gordon’s recent performance Thinking about your superannuation during COVID Dividend reinvestment plans Deciding on what broker to use The impact …
Expert Investor: Chris Wheldon – The Thesis Behind Facebook, Visa & Tencent
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan’s High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. …
Expert Investor: Jessica Amir – Best & Worst Performing Stocks During COVID-19
In this episode we’re joined by Jessica Amir – a market analyst and presenter at Bell Direct. Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is …
Expert Investor: Adam Verwey – COVID’s Impact On Sustainability & Superannuation
In this episode, we have a chat with Adam Verwey – co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the greens in the 2013 federal election. He co-founded Future Super in 2014. Adam is passionate about the future of Australia’s climate change …
Expert Investor: Robert Francis – eToro MD talks zero commission US trades
At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast. Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked …
Expert Investor: Yaron Naymark – Deep Dive on an Unconventional Stock
In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital. In this interview we discuss Yaron’s investment philosophy …
Expert Investor: Tobias Carlisle – Value Investing During COVID-19
In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value, Deep Value, and The Acquirers Multiple. In this episode we unpack …
Expert Investor: Andrew Oskoui – Concentrated Value Investing
In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. In this interview we explore Andrew’s investment strategy and unpack what …
Expert Investor: Ed Cowan Talks Unconstrained Investing w/ TDM Growth Partners
You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn’t know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners. TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of …
Expert Investor: Understanding Superannuation w/ FairVine Super
It’s no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine …
Expert Investor: Julia Lee – Mastermind #8
In today’s mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode: Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC) Julia discusses ASX-listed data centre manager NextDC (ASX: NXT) Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC) Remember, nothing in this podcast is specific …
Expert Investor: Marcus Padley – No Bullsh** Investing
In this week’s expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. In this interview Marcus unpacks the lessons he’s …
Trading Talk: Warren speaks, we listen | Berkshire Highlights
Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We’ve pulled out some of the answers that caught our ear and talk about them in this episode. In this episode, you’ll hear Warren speak about: Why he believes in America How coronavirus …
Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com. Andrew is a very disciplined value investor, with a ton of experience, so we asked …
Deep Dive: Investing In Renewable Energy
In this episode, we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else …
Expert Investor: Andrew Brown On Why The Markets And Economy Aren’t Talking
For the third in 2020 we got Andrew Brown – Executive Director of East72 Holdings – back into the studio to help us understand what’s going on in markets since the collapse in March and subsequent rally since. Within the Equity Mates community, there has been a lot of discussion as to why the markets are rallying, yet the underlying …
Basics: All You Need To Know About Inflation
Inflation. It’s a term you’ve most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it’s a good time to unpack inflation to understand how it impacts us as investors. In this episode you will …
Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He’s a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of …
Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything – April
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. In this episode we answer questions about: the benefits of buying ‘cheap’ or ‘expensive’ shares where we are in the current market cycle, and if we’ve missed the boat investing for your kids bond yields and face value …
Expert Investor: Jesse Felder – The effect of coronavirus on different assets
Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we …
Expert Investor: Meb Faber on Getting Rich Slow
Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria’s ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog – mebfaber.com We’ve been following a lot of Meb’s writing, and …
Trading Talk: Is this a bull trap?
2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that ‘the worst is over’. With the economy still in lockdown and the news on coronavirus …
Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
Fred Schebesta is the Co-founder of Finder.com – Australia’s most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur pf the Year 2019 and Business Insider’s 2016 Coolest 100 People in Australian Tech. He also appeared on AFR’s Young Rich List 2019. This was a …
Expert Investor: Julia Lee – Mastermind #7
Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets. We then get stuck into …
Expert Investor: David Koch Talks Personal Finance, and Markets in 2020
David James Koch nicknamed “Kochie” is an Australian television presenter best known as a host of the Seven Network’s breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. While you most likely know …
Your Questions: Investing in this volatile market | Ask Us Anything – March
This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell off creating a lot of confusion, we seek to answer some of the key questions a lot of Equity Mates have had over the past month or two. In this episode we answer …
EM Chat: Companies We Like With Strong Balance Sheets
At the time of releasing this, the ASX200 is down 32% from it’s peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that – some more than 70%. It presents a good buying opportunity for those who are fortunate enough to have some cash to …
Expert Investor: Economic Impact of Coronavirus with David Bassanese
There is one big topic on everyone’s mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government’s and its citizens in a way we haven’t seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, …
Bonus Ep: Searching for Great Companies with Owen Raszkiewicz
Cooped up inside with time on our hands, we decided to call another one of our Equity Mates – the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz. Owen is an expert investor and recently tweeted “I don’t think I’ve ever been as excited by researching and investing in companies as I am right now” (about the …
Bonus Ep: Hearing from Beginner Investors – Mates of Equity Mates
We’ve got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear their thoughts on what’s happening in markets. First of all, we call our mate Alf – a fellow investor and the creator of the Equity Mates logo and theme song (get …
Tips & Tricks: Understanding Company Reports
In these unprecedented times, when a lot of us are at home self-isolated or working from home, there’s never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market. In this episode we unpack some of the key forms of company …
Expert Investor: Sharesight CEO Doug Morris
Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you’re ready to look, today’s guest thinks he can show you a better way. We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work …
Basics: Investing When Life Gets Busy
One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing. In this episode we go through a number of …
Market Mayhem – Updates From Our Experts
Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we’re checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) …
Expert Investor: Pete Matthew – The Main Pillars Of A Long-Term Portfolio
Pete Matthew is a chartered financial planner in th UK. He’s Managing Director of Jacksons Wealth Management and a titan in the podcast space – hosting Meaningful Money – a podcast, and education platform, to help ‘make sense of your money’. This is an awesome episode – one of our favourite interviews recently, because we verge into the personal finance …
Expert Investor: Julia Lee – Mastermind #5
We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia’s thoughts on the coronavirus and the effect that they’re having on markets. (Important note: this episode was recorded on 24 February …
Expert Investor: Roger Montgomery – Lessons From 30 Years Investing
Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university! Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He …
Bonus Ep: Coronavirus – Investing in a Panicked Market
The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis. So what to do when the market is panicked? When prices are falling? …
EM Chat: What to Watch For in Reporting Season
Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going. In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. …
Expert Investor: Paul Wilson – Finding Gems Of Australian Technology
We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). …
EM Chat: Ask Us Anything | February
Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit. In this episode we answer questions around: What we’re looking for in this earnings season Micro-investing apps How ETF pricing works Diversification vs compounding Investing is …
Expert Investor: Matt Leibowitz – What’s Hot, What’s Not to Kick Off 2020
In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, ‘what’s hot and what’s not?’ in financial markets. Nothing has had a hotter start to the year than Tesla, and we discuss the electric car stock in this episode. We also continue our work making bold predictions …
Expert Investor: Investing In A Low-Interest Rate World – Daniel Foggo
In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That’s why we’re pretty excited to speak to Daniel Foggo, the CEO of RateSetter. This is the second time we’ve had Daniel on the podcast and its exciting to see how much RateSetter has grown since we’ve last spoken. …
Expert Investor: Investing In Companies Of The Future | Chris Wheldon
In this episode we’re continuing our exploration of some of Australia’s best Listed Investment Companies (LICs). We began the mini-series with Emma Kirk – a key account manager at Magellan – explaining the differences between LICs and LITs. Now, we’re going deeper to explore the portfolios and fund managers of some of these companies. To kick us off, we sat …
Expert Investor: Mastermind | Picking Stocks W/ Julia Lee
We’re excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee – Chief Investment Officer at Burman Invest – to pitch stocks to each other. Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as …
Expert Investor: Understanding LICs and LITs with Magellan Financial Group
Post-GFC index investing, through ETFs, has become very popular and it’s something we speak a lot about on the show. There has also been a lot of chat about ‘the age of active management being over’. However, we believe there is certainly a strong role that active management can play in your portfolio, and by popular demand from our community, …
EM Chat: Our Stock Of The Year Picks For 2020
It’s that episode of the year – our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year. With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within …
Expert Investor: Andrew Brown’s Bold Predictions for 2020
We’re a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. In this episode learn why Andrew predicts: Australia will be in recession by end of 2020 There will …
EM Chat: We’re Back For 2020 With Some Bold Predictions
After a short hiatus over the summer months in Australia, we’re incredibly excited to be returning for the first time in 2020. As always, we kick off the year with our bold predictions for what’s to come – covering the markets, economies, and of course the AFL. Some predictions include: We will see a company with a $2 trillion market …
Summer Series: Digital Wine Ventures (ASX: DW8)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Nearmap (ASX: NEA)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Gage Roads Brewing Co (ASX: GRB)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Fluence Corporation (ASX: FLC)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Volpara Health Technologies (ASX: VHT)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Dexus Property Group (ASX: DXS)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Appen (ASX: APX)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Rectifier Technologies Limited (ASX: RFT)
We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of …
Summer Series: Avita Medical Ltd (ASX: AVH)
In this episode, we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and …
Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are …
Expert Investor: Tobias Bucks – Searching the World for Surprising Companies
In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks – portfolio manager for Ausbil Investment Management’s global small caps fund. In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some …
Expert Investor: Chris Judd – Micro Caps from a Major Name
In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian – Chris Judd. Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation. Chris has established himself as …
Expert Investor: Matt Griffin – Small Caps, Large Returns
Matt Griffin is the co-portfolio manager for AMP Capital’s Australian Emerging Companies Fund – focused on Australian small cap companies. In this interview we talk about the opportunity that exists in investing in small caps. In this interview we speak about what small caps are and how Matt got interested in investing in them. We discuss his investing process, including …
Tips & Tricks: Introduction to Valuation
Valuing a stock – for many people, it is the hardest part of investing. How do you put a specific dollar value on a stock? Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode, we break down what we’ve learned over the past 3 years of this podcast. …
Expert Investor: Andy Hart – Managing risk and making smart decisions
In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK’s leading personal finance media platforms. We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, …
EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
As 2019 is drawing to a close, and the Equity Mates team look to have a break (don’t worry, we’ve got some cracking eps lined up for summer), it’s time to review the all-important 2019 bold predictions that we made at the start of the year. With a beer for each correct prediction on the line, the stakes could not …
Expert Investor: Paul Benson – Financial Autonomy
In this episode we’re joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian’s achieve financial independence. This episode is a little different. Rather than a straight interview – we turn the mic’s around and have a broader conversation with Paul. We talk about the goal of …
Your Questions: Ask Us Anything – November | Trading Alerts, Ethical Investments and Retirement Goals
Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up your retirement. From thinking about ethical investing to thinking about ETF risk. We also answer the age old question – where in the world is Julia Lee.
Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
With Ren having to duck off to Fiji last-minute, we didn’t want to risk a dodgy internet feed from his beach-side bungalow. So we’ve dusted off an old, all-time classic episode that we thoroughly enjoyed. It’s an interview with Meir Statman – an expert in behavioural finance. We can’t talk about this stuff enough. Understanding how your emotions work in …
Classic Episode: Tobias Carlisle – A Strategy to Beat Buffett | Deep Value Investing
With Ren off in Fiji, we’ve decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. ——–Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias …
6 Rules Of Investing From Warren Buffett
Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what …