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, …

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 …

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 …

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 …

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 …

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 …

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? …

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. …

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. …

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 …

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 …

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 …

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, …

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 …

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.

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 …

One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is …

Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over short-seller J Capital Research releasing a report about software-company WiseTech Global (ASX: WTC). WiseTech is a market darling in Australia, up over 100% year-to-date, but fell 25% after J Capital released …

You’ve heard it before – ‘knowledge is power’ – and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing  you can do to improve your performance is to read and read widely. We’ve previously spoken about the traditional places we …

WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank’s Vision Fund had expected a $47 billion value at IPO. Instead, the company had to pull its IPO as its expected value dropped to below $20 billion. Days later, the company dismissed the co-founder and CEO Adam Neumann. After pulling the …

There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as ‘home country bias’. Think about it this way – Australia is 2% of the total value of the global share market. So …

Earnings season – that time of the year when public companies report their half year or full year financial results. We’re about halfway through the season at the moment and we’ve seen some very noteworthy reports so far. The most important thing to keep in mind when companies report – don’t get too caught up in the expectations game. Analysts …

The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As such, its important to avoid ‘home country bias’ and expand your investing universe to take advantage of opportunity around the world. Especially today with technology making it easier than ever before to …

There’s been plenty happening in markets recently, and even with 2 episodes a week we haven’t had a chance to discuss it all. So in this episode we catch up on a few topics we’ve had our eye on. This includes changes in our personal investing journeys, new products for investors we’re trying and big changes in the world of …

Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy generation – making it a critical component of the current transformation of our energy grid. This has put lithium miners front and centre of people’s minds and lead to a stock market boom in many lithium …

New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce’s book still hasn’t arrived for our monthly bookclub – thanks Amazon – so we’ve had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can …

Ethical investing is becoming increasingly popular, and it’s also delivering some great returns. Due to popular demand, we’ve dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, “responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection …

The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows – just 1.25%. For context, at the depth of the Global Financial Crisis – rates were 3%. In this episode we go back to basics and explain what the …

First episode of the month means one thing – Equity Mates Book Club. Last month we read Sam Walton’s book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of …

For this episode we’re reliving one of our favourite all-time episodes – our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market. We’re hoping all of our new Equity Mates enjoy hearing one …

With the Australian Federal Election now in the books, there are a number of CEO’s out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would’ve had big effects on the fortunes of their companies. A few days before the election we spent some time looking at a few key …

Part 2 of our Berkshire Hathaway Annual Meeting special sees Warren Buffett and Charlie Munger answer a range of questions from investments in American Express and Sees Candy to their thoughts on automation and what that will mean for jobs. If you missed Part 1, you can listen here or in your podcast feed. Questions in this Episode: Sees Candy …

There were two big celebrations of investing over the weekend. In the Southern Hemisphere – the Equity Mates 100 Episode Party. In the Northern Hemisphere – Berkshire Hathaway’s 2019 Annual Meeting. The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 …

First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark’s classic investing book ‘The Most Important Thing’. Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo’s – a must read for any investor. In this …