View Post

74. No GFC 2.0?

In by EquityMatesLeave a Comment

Right back at the start of 2018 we sat down and made a few bold predictions about what we thought might happen during the year. One of those predictions was very bold indeed. Very specific. Very pessimistic. Bryce bet that on September 15th 2018, 10 years on from the Global Financial Crisis, we would experience a drop in the US …

View Post

73. Forget Stock Picking

In by EquityMatesLeave a Comment

With our live shows done, we wanted to discuss a theme that came up over and over again in our listener Q&A and conversations afterwards. It’s a question both of us had when we started investing and it is one that can lead a lot of people to put investing in the ‘too hard’ basket. That question is – how …

View Post

72. Listener Mailbag #2

In by EquityMates1 Comment

One of the reasons we started Equity Mates Investing Podcast was to track our journey of learning the ins-and-outs of investing, and more importantly, to get others on the journey with us! As more and more Equity Mates have joined the journey with us, we’ve been receiving a wide range of questions, which we love. In this episode, we’ve chosen …

View Post

71. The Strangest IPO

In by EquityMatesLeave a Comment

Previously on the show (Ep #39) we’ve discussed IPO, or Initial Public Offerings. You might otherwise know them as a ‘float’. IPOs are when a private company lists on a stock exchange to raise funds by selling shares to investors, including members of the public. Companies use IPOs to raise money that can then be reinvested to help grow the …

View Post

70. Another Day, Another PM | How leadership changes affect markets

In by EquityMatesLeave a Comment

  Australia has a new Prime Minister. That fact was inescapable last week as the two Liberal Party leadership spills were plastered across news headlines. We aren’t interested in adding to the political commentary, but instead are interested in the effect these leadership changes have on the Australian market. So that is the question we set out to answer in …

View Post

69. The Biggest Risk Is Not Investing | Books

In by EquityMatesLeave a Comment

There are so many great investing and business books out there that sometimes it’s hard to know where to start, and often, finding the time to finish them is equally as challenging. This episode we review some of the books we’ve finished reading over the last month or so, to give you some of the great lessons learned.  In this …

View Post

68. Strategies In Practice | Who’s Up, Who’s Down?

In by EquityMatesLeave a Comment

The competition is really heating up. Over the last two weeks, we have revealed the strategies that we hope will take us to the top of the leaderboard of the ASX Sharemarket Game. The game gives players $50,000 in play money, and 4 months to invest in stocks in the ASX200. The game emulates the ASX in real time. This …

View Post

67. Pardon the Jargon #2: 5 more terms you should know

In by EquityMatesLeave a Comment

Investing jargon. We hate it. Nothing makes it harder for new investors to get started than overcoming the wave of acronyms and terminology that comes with investing. We both found it challenging when we started, and we’re hoping episodes like this make it a bit easier for those just starting out. We’ve chosen 5 key investing terms – some because …

View Post

66. The first decision every investor makes | Investing Platforms

In by EquityMatesLeave a Comment

  It is a decision every investor faces before they make their first trade, and for a lot of people it can be overwhelming. With so many options and so little experience, it is difficult to make the correct choice. No – we’re not talking about choosing your first share – we’re talking about choosing your brokerage platform. A brokerage …

View Post

65. Alec’s Investing Strategies Revealed | ASX Game

In by EquityMatesLeave a Comment

As we started discussing last week, the ASX Sharemarket game has kicked-off. The rules are simple: $50,000 in play money, and 4 months to invest as best you can, competing against all other entrants across the country. The game emulates the Australian Stock Exchange in real-time each day. Alec and Bryce have decided to compete and to record their trades …

View Post

64. Bryce’s Investing Strategies Revealed | ASX Game

In by EquityMatesLeave a Comment

Who doesn’t like the opportunity to put their investment strategies to the test without having the fear of losing your hard earned money in the process? Well thanks to the Australian Stock Exchange, you can do just that! Twice a year they run the ASX Sharemarket Game, where you are given $50,000 in pretend money, and you compete against all …

View Post

63. Thinking Differently & The Wisdom Of Youth: 26y.o Ali Hamed

In by EquityMates2 Comments

  Ali Hamed is a name you may not be familiar with yet, but we’re betting you will be. At just 26 years old, Ali is not only a co-founder of CoVenture – a firm that invests pre-seed venture capital, provides unconventional debt financing and manages a cryptocurrency index fund – but is also one of the clearest thinkers we’ve …

View Post

62. Talking All Things Tax Time!

In by EquityMatesLeave a Comment

Australia loves investors. You need to understand the tax advantages of a lot of your investments to make the most of it. But trying to understand it all can be confusing, especially if it’s your first time doing a tax return, or it’s been your first year investing in stocks. Have no fear though, because in this episode we go …

View Post

61. From Acorns Raiz Grows – George Lucas

In by EquityMatesLeave a Comment

Since our first interview with George Lucas a lot has changed. When we last interviewed him, he was the head of Acorns Australia. Now, less than 6 months later, he is the CEO of the publicly traded Raiz. We’ve been getting a lot of listener questions about the rebrand of Acorns Australia and what it means, so we thought who better to …

View Post

60. An Expert Reviews Our Trades | Stake Competition Wrap

In by EquityMatesLeave a Comment

“This is not mission impossible!” – Matt Leibowitz, CEO of Stake This episode is a cracker. As many of you are aware, we were invited to participate in a trading competition, hosted by Stake, to beta test their new trading app. The rules were simple. We were given $500 (USD$370) to trade through Stake, in American stocks. We had two …

View Post

59. Finding Strange and Surprising Companies

In by EquityMatesLeave a Comment

  This episode is a little different to most. When the rumours first broke about football superstar Christiano Ronaldo going to Juventus, the Juventus share price jumped 8%. We didn’t realise Juventus was publicly traded and started doing some researching. This episode is the result of that investigation – an exploration of some of the strangest and most surprising companies out …

View Post

58. Portfolio Deep Dive

In by EquityMatesLeave a Comment

Following on from the last episode, where we discussed three important elements for building an investment portfolio, we deep dive into our own portfolios to compare our strategies and see if they align with our investing goals. We both have similar long-term goals, yet the way we approach constructing our investment portfolios are quite different, based on our risk appetite, …

View Post

57. How To Build A Great Investment Portfolio

In by EquityMatesLeave a Comment

How to build a great investment portfolio? – it’s easier than you think! There is no real hidden secret that only the professionals know about when it comes to building a successful investment portfolio. A portfolio is the total collection of assets that you invest in to create wealth. Now, it doesn’t have to always be shares. Many portfolios of …

View Post

56. Own More by Doing Less | Stock Buybacks

In by EquityMatesLeave a Comment

  Stock buybacks are all the rage these days. Fuelled by tax cuts, low cost of capital and not a lot of growth opportunities on the horizon, companies have been buying back their shares by the bucketload. In fact, since 2010 there has been $3.5 trillion in shares bought back in the US alone. Buybacks are great for shareholders in …

View Post

55. We’re In A Trading Competition! | Wall St History

In by EquityMatesLeave a Comment

This is an exciting episode for us! We’ve been invited to join in a trading competition, hosted by our friends at Stake (if you haven’t already, you must sign-up – you can trade stocks in the US without paying brokerage, and they’ll swing you $25 to start you on your way, just head to www.equitymates.com/stake), and we’re up against some …

View Post

54. Managing Risk & Protecting Your Downside

In by EquityMatesLeave a Comment

  “Rule number 1: Never lose money. Rule number 2: Never forget rule number 1” – Warren Buffett Managing risk is critical to long term investing success. To fully enjoy the effects of compounding it is critical you don’t lose your money in the first place. Similarly, concerns around losing money are what stops a lot of people from ever investing …

View Post

53. End-to-end investing process | Andrew Brown: Part 2

In by EquityMatesLeave a Comment

Something we wanted to understand through this podcast is how expert investors find, evaluate and make decisions on stocks. End-to-end, what is their process? Andrew Brown, Executive Director of East 72 Holdings and first repeat podcast guest, agreed to spend some time walking through his process for a company he recently invested in. If you want to understand how expert …

View Post

51. Investing For Tomorrow | Technology, Hackers, Sustainability

In by EquityMatesLeave a Comment

Can you believe that a casino got hacked via a digital thermometer in one of it’s fish tanks? Our final episode in our three part series on exchange traded funds (ETFs) with BetaShares is a cracker! We sit down with Adam who is Manager of Distribution and Capital Markets to discuss Investing In Tomorrow – Technology, Hackers and Sustainability. The …

View Post

50. WTF Is An ETF? | ETF 101 BetaShares

In by EquityMatesLeave a Comment

Ultimate Guide To ETFs Exchange Traded Funds (ETFs) have been one of the buzz words in the investing world for a number of years. They’re changing the way that people invest their money, and in some ways, making it a lot easier for beginner investors to enter the market. But the question we always hear is WTF is an ETF? …

View Post

49. The Co-Founder Of BetaShares | Ilan Israelstam

In by EquityMatesLeave a Comment

Exchange Traded Funds 101 True or false? There is an exchange traded fund called ‘Global Millennials ETF (Code: MILN)’ that holds companies that service millenials. True or false? There is an exchange traded fund called ‘Tobacco Companies ETF (Code: SMK)’ that holds the world’s largest tobacco companies. Exchange Traded Funds give you the ability to access many different markets and …

View Post

48. How to Think Like Warren Buffett | Part 3

In by EquityMatesLeave a Comment

  In this episode we wrap up our 3-part series ‘Thinking like Warren Buffett’. We’ve pulled out a 9-question checklist from Buffettology, a book by Warren’s daughter-in-law Mary Buffett. We’ve each chosen a stock and are running through the checklist and seeing if our chosen stocks pass the Buffettology test. In this episode we answer questions 7, 8 & 9. …

View Post

47. How To Think Like Warren Buffett | Part 2

In by EquityMatesLeave a Comment

We continue on our quest to try and think like the worlds greatest investor, Warren Buffett. If you missed the previous episode, it is a must listen before you continue with this one, as we begin answering 9 questions the master investor himself tries to answer when he’s looking to buy a company. Mary Buffett, his daughter-in-law, has written a …

View Post

46. How To Think Like Warren Buffett | Part 1

In by EquityMatesLeave a Comment

Warren Buffett is one of the worlds most successful investors, amassing a fortune of over $84 billion dollars! Wouldn’t it be nice to be able to think like Warren Buffett? Well now you can! Warren’s daughter-in-law, Mary Buffett wrote a book called ‘Buffettology’, which delves into the thinking of Buffett. It’s a fantastic book – a must read. Towards the …

View Post

45. $1000 to $4.3 million | Fees

In by EquityMatesLeave a Comment

An investor walked onto the trading floor and asked “What’s the difference between $300k and $4.3 million?”… “Fees!” yelled a savvy investor. “Haha what a joke, the answer is… my boat!” yelled a fund manager. Both are right, but warning this is NOT a joke. Last week Bryce found a tweet that sparked conversation with Alec. We both know that …

View Post

44. Insights on Saving and Investing from Graham Cooke

In by EquityMatesLeave a Comment

  Graham Cooke is the Insights Manager at comparison website Finder.com.au. We spoke to him to gain the benefit of his work at Finder and to better understand how we can maximise our savings and capitalise on the new wave of investing apps and platforms that are coming to Australia. In this episode you will learn: Why understanding the RBA …

View Post

42. We Catch-Up Pt. 1 | Amazon vs Walmart | Flat Markets

In by EquityMatesLeave a Comment

With a lot going on and things moving very quickly we took the opportunity to sit down and catch-up on a few things that have piqued our interest over the last couple of weeks. In this episode you will learn: About the battle for Flipkart in India, between Walmart and Amazon Why Alec would buy Walmart, but Bryce would buy …

View Post

41. Free Brokerage? It’s no miSTAKE | CEO Matt Leibowitz

In by EquityMatesLeave a Comment

Download Episode There’s a new player in town and they’re offering free brokerage if you want to buy stocks in the United States! And I mean, who doesn’t? With some of the world’s biggest companies, largest markets and exciting new technologies, the States offers a fantastic opportunity for Australian investors. But how do you get into the markets in the …

View Post

40. The Not-So-Big Short

In by EquityMatesLeave a Comment

  ‘Shorting’ is an investing technique to make money if the price of a stock/asset/commodity goes down. For those familiar with the movie The Big Short – that is how investors made money betting on the collapse of the US Housing Market.  We thought it was a good time to do an episode on short selling because we’ve just seen a not-so-big short …

View Post

39. Grow Your Money With An IPO

In by EquityMatesLeave a Comment

Ever wanted to invest in a company but later found out they’re not public? They’re privately held, by family members or early stage investors and venture capital funds. Companies like Mars, Aldi and Lego are still privately held, so members of the public, like you and me, are rarely able to invest! However sometimes these companies do become public, and …

View Post

38. Bullish or Bankrupt: Is Tesla on the brink?

In by EquityMatesLeave a Comment

Tesla, the electric car company started by Elon Musk, has had a tough few weeks. A number of issues have come to a head and the share price has fallen from a recent high of $357 to $252 at the time of recording. In this episode we have a look at the four major reasons for this fall and unpack …

View Post

37. The trade war we’ve been waiting for

In by EquityMatesLeave a Comment

There’s a lot happening in the news at the moment so we’re using this episode to break down two of the biggest stories. Firstly, we look at Wesfarmers’ recently announced Coles demerger, and break down what it means for Australia’s second biggest supermarket. We then discuss the brewing ‘trade war’ and question whether its something we need to worry about. …

View Post

36. What to do when you face a bull or a bear

In by EquityMatesLeave a Comment

Bulls and bears, they’re everywhere! No, we are not talking about a circus, we’re talking about the markets! You may often hear the terms ‘bull market’ or bear market’, or ‘investors are feeling quite bullish at the moment’. In this episode we explore the terms ‘bull’ and ‘bear’. Bull markets and bear markets are terms used to describe the overall …

View Post

35. Don’t panic, it’s just a correction!

In by EquityMatesLeave a Comment

Don’t panic, it’s just a correction!.. is what the wise man once said to his son who almost sold everything in a panic when the market dropped a little. In February 2018 the Dow Jones in the USA experienced a number of days of heavy losses, that subsequently lead to an official correction being called. This resulted in most other …

View Post

34. Who Is Winning Stock Pick For The Year?

In by EquityMatesLeave a Comment

The rules were simple: pick one stock each and the winner is the one whose stock gained the most, in percentage terms, buy the end of 2018. Alec chose insurance comparison website iSelect, and Bryce chose pharmaceutical company Mayne Pharma. This episode we review where our picks are at and who is winning! In this episode you will learn: How …

View Post

33. The Letter The World Waits Up For

In by EquityMatesLeave a Comment

Each year there’s one letter everyone waits up all night for the release, and if you haven’t yet, then you need to put it in your diary for next year. That’s right – Warrenn Buffett’s 2017 annual letter to shareholders was released recently, and it’s always FULL of great advice, updates and insights into the mind of one of the …

View Post

32. Learn To Invest In 15 Minutes Or Less

In by EquityMatesLeave a Comment

Some of the best companies in the world pivot in order to drive their next phase of growth. It’s with excitement that we have decided to pivot here at Equity Mates Investing Podcast! Learn To Invest In 15 Minutes Or Less! We’re going to bring you shorter, more frequent episodes, so you can learn more for less. Our episodes will …

View Post

31. Looking ahead to 2018 with Wayne Swan

In by EquityMatesLeave a Comment

In this episode we sit down with the former Australian Treasurer and Deputy Prime Minister, Wayne Swan. As Treasurer from 2007 to 2013, Wayne witnessed first-hand the devastation of the Global Financial Crisis and testament to his management, Australia was one of the only developed countries to avoid falling into recession. We sat down with Wayne to discuss what he is …

View Post

30. Searching for Strategic Assets with Susan Oliver

In by EquityMatesLeave a Comment

Susan Oliver has experience on both sides of markets. As an investor she sits on the global investment committee of IFM Investors (a company with over $100 billion in assets under management!) and also co-founded Scale Investors, a venture capital fund for women-led start ups. As a company director she has sat on the boards of some of Australia’s largest …

View Post

29. Money For Nothing | Dividends

In by EquityMatesLeave a Comment

There are two main ways to make money with stocks. The first is from the capital growth, that is selling it higher than you bought it for and making a profit. The second way is through taking a share of the company’s profit. As an investor you are a part owner of the company, so when they make a profit, …

View Post

27. The Year That Wasn’t | 2017 In Review

In by EquityMatesLeave a Comment

With the silly season upon us now, and the year coming to an end, we have reviewed 2017 – the wins, the losses, and our biggest lessons learned. It’s been a fantastic year for Equity Mates, and big thank you to all that have joined us during the year. We’re going on a short Christmas break and will be back …

View Post

26. How to avoid being eaten by a lion w/ Meir Statman

In by EquityMatesLeave a Comment

The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman – an expert …

View Post

25. A Strategy to Beat Buffett: Tobias Carlisle on Deep Value Investing

In by EquityMatesLeave a Comment

Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him …

View Post

24. 6 Steps to Finding a Great Stock

In by EquityMates2 Comments

In the book Shopping for Shares, Tracey Edwards presents the 6 steps she uses to find companies to invest in. In this episode, we break down this 6 step checklist, define the key terms and explain what she’s looking for. While we don’t necessary agree with her whole approach, it is important to consider how different investors approach finding investable companies. …

View Post

23. Finding Success in a Falling Market: Michael Dee pt. 2

In by EquityMatesLeave a Comment

In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before …

View Post

22. Solving the Investor’s Dilemma with Michael Dee pt. 1

In by EquityMates1 Comment

Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market …

View Post

21. Making cents of Acorns with Australian CEO George Lucas

In by EquityMatesLeave a Comment

Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company’s micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to …

View Post

20. Pardon the Jargon : 5 Key Company Metrics You Must Know

In by EquityMatesLeave a Comment

There is a lot of jargon and terminology in investing that can get confusing and sometimes off-putting. EPS, ROE, D/E – what do they all mean? These are just a few of many acronyms and terminology that is used when investors look to understand a company. You may never have heard of them, or may have but find them too …

View Post

18. Why I’m Disgusted With Warren Buffett – Alan Kohler

In by EquityMates1 Comment

For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o’clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o’clock news was always watched, and Alan …

View Post

16. Are you smarter than 70% of Americans? | Reporting season

In by EquityMatesLeave a Comment

It’s that time of year again – reporting season! At the end of each financial year all publicly listed companies have to report their results. Did they make money or did they lose? All is revealed during this time of year. Alsom find out if your financial literacy skills will put you in the TOP 30% of America! In the …

View Post

13. Equity Mates Tech-Tacular!

In by EquityMatesLeave a Comment

For lucky number 13 we’ve put together something special. Technology is the fascination of investors and non-investors alike these days. The biggest companies in the world are technology companies and the rate of progress technology is enabling is unprecedented in human history. In this episode you will learn: What are some of the current technology trends and how you can …

View Post

12. Expert Investor: Michael Glennon – The Art of Small Cap Investing

In by EquityMatesLeave a Comment

From selling tiles to being a multi-million dollar fund manager – we bring you Michael Glennon. We’re really excited to bring you this weeks episode – our latest interview with an expert investor. For this interview Bryce sat down with Michael Glennon, the founder of Glennon Capital. Michael has over 15 years experience as a portfolio manager and is an …

View Post

11. Are you investing or are you speculating?

In by EquityMatesLeave a Comment

Do you like taking risks or do you prefer to sit and play the patient game? Episode 11 is all about Margin of Safety – a rare book, written by revered investor Seth Klarman. Alec gives three great actionable points from the book, and we discuss the differences between investing and speculating. Where do you think you fit? In this …

View Post

10. Expert Investor: Sarah Riegelhuth – Get Rich Slow

In by EquityMatesLeave a Comment

“The Longer you leave starting, the harder it is to catch up” Episode 10! We’ve hit double digits, what an exciting time. This episode is a special one. We talk with CEO of Wealth Enhancers Sarah Riegelhuth. Sarah is a serial entrepreneur and investor in startups, having founded 8 companies alongside her husband, Finn Kelly. Following several successful exits, she …

View Post

8. Expert Investor: Paul Bennetts, CEO of Spaceship

In by EquityMatesLeave a Comment

Episode 8 is a cracker! We bring you our second Expert Investor interview, with the visionary Paul Bennetts – CEO of Spaceship. We discuss tech investing, and how you can invest your superannuation in line with where the world is going, not where it has been. Thinking about how your superannuation is invested now can have significant benefits for you …

View Post

7. How do I find a good company?

In by EquityMatesLeave a Comment

Knowing how to find a company to invest in, or finding information on specific companies, can be hard and overwhelming. In Episode 7 we look at all the resources available to you so you can find opportunities to invest and to help you make investing decisions. In this episode you will learn: Tesla vs Ford – changing of the guard …

View Post

6. Expert Investor: Andrew Brown – Part 2

In by EquityMatesLeave a Comment

Part 2 of our interview series Andrew Brown. If you haven’t listened to Part 1, we strongly suggest you do so before listening to Part 2. Brief of Part 1 below. The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has …

View Post

5. Expert Investor: Andrew Brown – Part 1

In by EquityMates2 Comments

The brilliant and entertaining Andrew Brown, Executive Director East 72 Holdings Limited, is the first guest in our interview series. Andrew has over 35 years investing experience, that has taken him all over the world. He is passionate about stocks and passing on his knowledge to those who want to learn – us! We cover a broad range of questions, …

View Post

4. How To Buy Shares

In by EquityMatesLeave a Comment

The number one question on everyone’s lips – how do I actually buy shares? There’s no point in us harping on about companies and exchange traded funds (ETFs) and indexes if you don’t know how to actually buy them! In Episode 4 we answer the question “How do I buy shares?” In this episode you will learn: That it is really easy …

View Post

3. Let’s Pick a Winner!

In by EquityMatesLeave a Comment

It’s time to put our hypothetical money where our mouth is. This week we bring you a brand new segment, that puts into practice some of the strategies we’ve been learning. Equity Mates also attended an investment talk at Clime Capital, and we debrief the most important pieces of information, for you!  

View Post

2. Investing 101

In by EquityMatesLeave a Comment

  The journey continues! This episode we bring you two new segments that form the backbone of our show – News and Basics 101. News – It’s important that you begin to understand the links between what happens in our world and how that can impact your investing decisions, so each episode we will dissect some news to help show …

View Post

1. The Journey Begins

In by EquityMatesLeave a Comment

Welcome! We’re so happy that you’ve decided to come on the journey with us, as we talk all things investing. Equity Mates has been in the making for a while now, so this is a very exciting moment for us.

In this episode you will learn:

– Who Bryce and Alec are!
– What this podcast series is going to be about, and what you can expect to get out of it
– The basics of Value Investing