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 …
73. Forget Stock Picking
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 …
72. Listener Mailbag #2
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 …
71. The Strangest IPO
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 …
70. Another Day, Another PM | How leadership changes affect markets
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 …
69. The Biggest Risk Is Not Investing | Books
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 …
68. Strategies In Practice | Who’s Up, Who’s Down?
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 …
67. Pardon the Jargon #2: 5 more terms you should know
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 …
66. The first decision every investor makes | Investing Platforms
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 …
65. Alec’s Investing Strategies Revealed | ASX Game
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 …
64. Bryce’s Investing Strategies Revealed | ASX Game
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 …
63. Thinking Differently & The Wisdom Of Youth: 26y.o Ali Hamed
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 …
62. Talking All Things Tax Time!
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 …
61. From Acorns Raiz Grows – George Lucas
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 …
60. An Expert Reviews Our Trades | Stake Competition Wrap
“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 …
59. Finding Strange and Surprising Companies
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 …
58. Portfolio Deep Dive
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, …
57. How To Build A Great Investment Portfolio
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 …
56. Own More by Doing Less | Stock Buybacks
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 …
55. We’re In A Trading Competition! | Wall St History
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 …
54. Managing Risk & Protecting Your Downside
“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 …
53. End-to-end investing process | Andrew Brown: Part 2
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 …
52. Finding insights in a sea of information | Andrew Brown: Part 1
This episode marks a first for Equity Mates. Our first repeat guest! Who better to have back on than Andrew Brown, the Executive Director of East 72 Holdings. Andrew is one of the most insightful investors we’ve met in our time doing Equity Mates, and is a true contrarian. Do you think the internet has made old media a bad …
51. Investing For Tomorrow | Technology, Hackers, Sustainability
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 …
50. WTF Is An ETF? | ETF 101 BetaShares
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? …
49. The Co-Founder Of BetaShares | Ilan Israelstam
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 …
48. How to Think Like Warren Buffett | Part 3
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. …
47. How To Think Like Warren Buffett | Part 2
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 …
46. How To Think Like Warren Buffett | Part 1
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 …
45. $1000 to $4.3 million | Fees
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 …
44. Insights on Saving and Investing from Graham Cooke
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 …
43. We Catch-Up Pt. 2 | Banking Royal Commission | Books We’re Reading
[This episode is brought to you by Stake – The Australian investing platform offering access and free brokerage to US markets. For more information & to sign up check out: equitymates.com/stake] With so much going on in the financial world, we couldn’t fit all of our catch-up into one episode. So for this episode we bring you part two …
42. We Catch-Up Pt. 1 | Amazon vs Walmart | Flat Markets
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 …
41. Free Brokerage? It’s no miSTAKE | CEO Matt Leibowitz
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 …
40. The Not-So-Big Short
‘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 …
39. Grow Your Money With An IPO
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 …
38. Bullish or Bankrupt: Is Tesla on the brink?
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 …
37. The trade war we’ve been waiting for
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. …
36. What to do when you face a bull or a bear
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 …
35. Don’t panic, it’s just a correction!
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 …
34. Who Is Winning Stock Pick For The Year?
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 …
33. The Letter The World Waits Up For
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 …
32. Learn To Invest In 15 Minutes Or Less
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 …
31. Looking ahead to 2018 with Wayne Swan
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 …
30. Searching for Strategic Assets with Susan Oliver
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 …
29. Money For Nothing | Dividends
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, …
28. We’re back for 2018: Why Amazon struggles & more bold predictions
We’re back from our break and ready for a big 2018! What better way to start the year than to make some bold predictions about the year ahead and put some friendly bets on. We also put our stock picking abilities on the line as we each pick one stock to go head-to-head in 2018. In this episode you’ll learn: …
27. The Year That Wasn’t | 2017 In Review
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 …
26. How to avoid being eaten by a lion w/ Meir Statman
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 …
25. A Strategy to Beat Buffett: Tobias Carlisle on Deep Value Investing
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 …
24. 6 Steps to Finding a Great Stock
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. …
23. Finding Success in a Falling Market: Michael Dee pt. 2
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 …
22. Solving the Investor’s Dilemma with Michael Dee pt. 1
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 …
21. Making cents of Acorns with Australian CEO George Lucas
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 …
20. Pardon the Jargon : 5 Key Company Metrics You Must Know
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 …
19. From Football to Funds Management: Ted Richards on his Investing Journey
For most AFL fans, Ted Richards is a household name. After being drafted to the Essendon Football Club and then being traded to the Sydney Swans, Ted enjoyed an unbelievable career that included a spot in the 2012 All-Australian team, playing in 3 grand finals and winning a premiership in 2012. While he was playing, Ted also finished a Masters …
18. Why I’m Disgusted With Warren Buffett – Alan Kohler
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 …
17. From balance sheets to super computers: The 5 Styles of Investing
In this episode we discuss 5 different types of investing and what we can learn from all of them
16. Are you smarter than 70% of Americans? | Reporting season
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 …
15. Everything you need to know to buy your first share! | Listener Mailbag
It’s time to answer all your questions! Over the past few months we’ve had a number of listeners write in asking questions such as “How do I buy a stock?”, “What should I look for in a brokerage platform?”. We answer these plus many more. By the end of this episode you’ll know everything you need to get started! In this …
14. Expert Investor: Daniel Want – A self-taught investor in a complex world
Daniel Want is a very interesting investor. As a university student he grew dissatisfied with his economics lecturers so he decided to drop out and learn it himself. He is now an expert in complex systems and his research is sought after by investors around the world. He is also the co-founder and Chief Investment Officer of Prerequisite Capital Management. …
13. Equity Mates Tech-Tacular!
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 …
12. Expert Investor: Michael Glennon – The Art of Small Cap Investing
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 …
11. Are you investing or are you speculating?
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 …
10. Expert Investor: Sarah Riegelhuth – Get Rich Slow
“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 …
9. Saving to invest – Tips & Tricks
Don’t save to save, save to invest! In Episode 9 we break down another key lesson for all investors – saving to invest. We talk about our personal habits and some of the rules we try to stick to. We discuss some apps that we use to help us with our saving or investing. In this episode you will learn: …
8. Expert Investor: Paul Bennetts, CEO of Spaceship
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 …
7. How do I find a good company?
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 …
6. Expert Investor: Andrew Brown – Part 2
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 …
5. Expert Investor: Andrew Brown – Part 1
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, …
4. How To Buy Shares
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 …
3. Let’s Pick a Winner!
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!
2. Investing 101
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 …
1. The Journey Begins
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