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 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 …
Where Are They Now? | Hypothetical Portfolio Update
Right back at the beginning of Equity Mates we started a ‘Stock of the Week’ segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! …
What’s Hot, What’s Not in America with Matt Leibowitz
Home country bias (where you only buy stocks in your home market) is important for all investors to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are …
Investing with Leverage: Increasing your risk and your returns
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 …
Buffett, Banks & Bonds | Ask Us Anything – October
The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: Ethical investing apps Investing on crowdfunding platforms NZ Index Funds & ETFs Dollar cost averaging v Investing all at once Value investing Investing in Australian banks Stock screeners & backtesting tools Accessing the bond market …
Short Selling: Make money while everyone else is losing theirs
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 …
The Best Alternative Sources For Investing Information
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 …
Basics 101: Understanding Market Cap – A Company’s Price Tag
One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other asset classes. Every day, a real estate agent calls you to tell you the value of your house or an online portal shows you the latest price someone got …
The $8 trillion ETF Provider | Balaji Gopal, Vanguard
In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: What the most challenging aspect of Balaji’s …
WeWork, Uber & the moment of reckoning in venture capital
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 …
Classic Ep: Clear Thinking On What’s Happening In Markets | Jesse Felder
A while ago (and in response to our most common critique) we at Equity Mates made a commitment – to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio. So in the spirit of upholding our commitment, and improving our audio quality, we chose not to …
Industry Deep Dive : Pharmaceuticals
The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities …
Talking All Things Bonds | Mates Of Equity Mates w/ Knes
It’s with great excitement that we’ve been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset …
New Zealand, Portfolios, Uber & More | Ask Us Anything – September
We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: Ask Us Anything Page Facebook Discussion Group In this episode, we address questions around: What happened to book club What are some of …
Mastermind #4 | Stock Picking w/ Julia Lee
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth …
What To Do With Your Tax Return | Spend, Save, Invest?
Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return – some, perhaps, more fruitful than others. In this episode, we talk …
You Got Beef? | Industry Deep Dive : Agricultural Industry
Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products. You’d think it’d be a no-brainer-investment, …
India, Asian Tech Giants & European Blue Chips | ETFs of 2019 w/ BetaShares
If you’re new to the show – welcome. You’ve chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are …
Earnings Season Around the World
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 …
Crowdfunding Innovative & Early-Stage Companies | Equitise, Jonny Wilkinson
We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It’s in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. …
Ask Us Anything P2 : Finding Information | Major Economic Indicators
We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: Ask Us Anything Page Facebook Discussion Group In …
Ask Us Anything: Stop Loss | Minimum Funds | Recessions & More
We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: Ask Us Anything Page Facebook Discussion Group In …
Cash Flow & Profit | What’s More Important For A Business?
Cash flow and profit – both are important elements of a healthy, growing business. But don’t get them confused as being the same thing. One of the biggest reasons that many businesses and entrepreneurs go out of business, is because they don’t manage their cash flow. Just because a business is profitable, doesn’t mean it’s got sufficient cash flow to …
Argentina’s Market Plummets 48%. Why? | Emerging Markets
On August 12th, 2019, Argentina’s S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% – the second-largest single-day drop of any stock market since 1950. The Argentine peso also fell 15%. So the question is, why? Investors were spooked by the result of a primary election, and with the economy already struggling, and debt …
Mastermind 3 | Picking Stocks w/ Julia Lee
Mastermind has quickly become one of the most popular mini-series of Equity Mates. And for good reason. We love sitting down with Julia Lee to pitch a stock or trade idea to each. It’s with great excitement that we bring you the 3rd episode in the series! How does it work? Each month, Ren (Alec) & Bryce will come together …
10 Companies We’ve Noticed This Earnings Season
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 …
Money Makes the World Go Round – Here’s How | Exchange Rates
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 …
What we’ve been watching in markets – Short sellers, Gold & Bitcoin
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 …
Why Do You Keep Hearing About Central Banks & Interest Rates?
Unless you’ve been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you’ve heard a lot about central banks and interest rates in the media. Particularly over the past couple of years. We’re going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question – …
Is sugar an ethical investment? | Adam Verwey
The first thing you need to understand about ethical investing – it’s a myth that you’re sacrificing returns for morality. In fact, over the last 12 months (so including 2018’s horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare’s Global Ethical ETF (ASX: ETHI) is up 12% and …
Lithium – Powering the Renewable Energy Boom | Industry Deep Dive
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 …
China’s New Market, Margin Loans & Questions from International Listeners | Ask Us Anything – July
Last episode of the month means it time for our Ask Us Anything episode. We’ve been collecting your questions from social media, our website and email and we answer the best questions here. In this episode we answer questions on: China’s new stock market – STAR Market Raiz’s increased management fee Employee stock options Investing in Asian stocks, particularly …
Is There Value In A Financial Advisor? | Jodie Hampshire
Is there value in a financial advisor? We got Jodie Hampshire on to help us find out. Jodie is Managing Director of Russell Investments, Australia – a global asset manager with $400m under management across the world. She is also a member of the firm’s Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new …
Finding Value In Global Markets | Peter Wilmshurst
Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG). Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a …
Mastermind #2 | Stock Picking w/ Julia Lee
Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we’re so excited to continue with the format and bring you Mastermind #2. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, …
How To Save And Invest Your Way To Retirement | Chris Reining
We all dream of retiring early, don’t we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly …
Basics 101: Key Metrics for Different Investing Styles
One of the most common questions we get asked is “what metrics should I be looking at?” Our unhelpful answer back is often “it depends…”Different investing styles lend themselves to different investing metrics. So in this episode we focus on three major styles of investing – Value, Growth and Momentum – and talk about some key metrics for each style.Keep …
How Small-Caps Can Give Big Returns | Henry Jennings
You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn’t refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a …
The Biggest Investing Opportunity Since The Creation Of The Internet | Mark Bernberg
The Cannabis industry has been on our radar for a while now, but it’s still so early on in its growth (pun intended). There’s a lot to learn about the industry, and we believe it’s important to start understanding it now, as the investing opportunities are potentially immense. That’s why we sat down with founder and CIO of the …
Tracking our 2019 Bold Predictions
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 …
Franking Credits, Diversification & Facebook’s Cryptocurrency | Ask Us Anything – June
Last episode of the month, means we’re once again answering your questions. In this episode we’re answering questions on: Franking credits Bonds and fixed income products Mergers and acquisitions International diversification and exchange rates Facebook’s new cryptocurrency Libra Intrinsic value Knowing when to sell If you want to ask questions for our next Ask Us Anything episode, reach out to …
Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing
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 …
Mastermind #1 | Stock Picking w/ Julia Lee
Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We’re so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates …
Inside The Mind Of A Beginner Investor | Mates of Equity Mates
This episode is a cracker – a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it’s still very important to get …
Back Your Conviction | Meet The Investor: Paul Moore
We don’t need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson – the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we’re returning to this format to …
Free Money! Now that we have your Interest… Rates
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 …
The Dunning–Kruger Effect | Ted Richards
It wasn’t enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards – a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form …
Lessons from a $500 Billion Company | Book Club – May
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 …
S&P500 or ASX200? | Ask Us Anything – May
As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our ‘Ask Us Anything’ forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In …
Is This Industry Taking Off? | Aviation
With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors: Domestic commercial aviation International commercial aviation General aviation Air-freight transport Aviation support infrastructure …
Classic Ep: Why Alan Kohler is Disgusted with Warren Buffett
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 …
115. Stocks Affected by the Election Result
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 …
114. Picking Stocks with Julia Lee
For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market. We cover off on all the hot topics from the Buy Now, Pay Later sector to …
113. Warren Speaks, We Listen: Berkshire Hathaway Q&A – Part 2
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 …
112. Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A – Part 1
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 …
111. How To Win A Trading Competition | Alan Ng
Last week we announced the winner of Next Top Trader, and as promised, we sat down to discuss the winning moves with Alan. Alan, 20 years old, did a fantastic job to win the competition in 6 weeks, with over a 30% return. With a focus on day trading and swing trading, Alan had to change his strategy as he …
110. Book Club: Howard Marks – The Most Important Thing
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 …
Next Top Trader: We Have A Winner! | New York Awaits
It is with great excitement that we can now announce the winner of Australia’s Next Top Trader. After a great 6 weeks of trading and investing, there can only be one winner. Our winner had a return of 36% over 6 weeks. That’s 315% annualised. A massive result. To find out what stocks he traded to win the trip to …
109. Ask Us Anything | March & April
Now with Australia’s Next Top Trader behind us, it’s time to go back and answer all the questions that have come in over the last 2 months. There have been so many great ones! We’ve endeavoured to answer as many as we can, and will post answers to those that we haven’t, on the forum on our website. In this …
108. Putting the Super back in Superannuation
Superannuation – something everyone has and very few people pay attention to. Most people are aware of the importance of making the right Super decisions, but a lot of the time it gets put into the ‘too hard’ basket. In this episode we hope to make things a little bit clearer. We’ve been receiving plenty of questions from listeners (and …
Next Top Trader: Final Update & Market Recap
Over the past six weeks, we’ve been watching some of Australia’s best university students battle it out for the title of ‘Australia’s Next Top Trader’. With the competition finished, we’ve recorded this episode to wrap it up and look back on the past 6 weeks. While we’re not ready to announce the competition winner, we can announce the winner of …
107. Stock of the Year Update
Earlier this year, we each picked one company to be our ‘stock of the year’. With the first quarter of the year past we thought it would be a good time to take stock and see how they’re going. In this episode you will learn about: The companies Bryce and Alec chose for Stock of the Year Why Alec’s pick …
Next Top Trader: Week 5 Update | Walk Disney Is Hot!
As always, we start this week with an episode that recaps the last 5 days of market trading in the US, the jostling of positions on the leaderboard of Next Top Trader, and a review of our portfolios. With Ren maintaining his lead over Bryce, we look at both of the portfolio’s performances and discuss what our strategy is going …
106. Take a punt on this episode | Casinos
James Packer’s company Crown Resorts (ASX: CWN) was in the headlines this week after it was revealed that US-based Wynn Resorts (NASDAQ: WYNN) was interested in a takeover. While Wynn are saying they are no longer interested in Crown, it got us here at Equity Mates interested in the Australian gambling industry. So here is our ‘shallow dive’ into the …
Next Top Trader: Week 4 Update | The Best & Worst Performing Stocks
Bullish momentum continued this week in the US, with the markets rising again, just like Ren’s position on the leaderboard. With only two weeks to go for the competitors in Australia’s Next Top Trader, it’s getting to crunch time. In this week’s update, we review the week that was in the US, and dive into our portfolios to see who …
105. Equity Mates Return Home
After a solid 3 weeks of podcasts for Australia’s Next Top Trader, we’ve now reached the point where we can switch our focus back to the core of Equity Mates – the Aussie market. This episode we go back to our roots, moving away from the US markets for the moment, to discuss what has happened on the markets in …
Next Top Trader: Week 3 Update | The Strategy Of A Technical Trader
We’re now about to launch into the 4th week of Australia’s Next Top Trader, meaning we are at the halfway mark! A lot of traders are in the green, which is great news. Our top 10 are flying, and the race for top spot is really heating up. As usual, to start the week, we discuss the week that was …
Next Top Trader: Market, Stop and Limit | Different Orders
When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from – market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve. Understanding what these order types mean, and …
Next Top Trader: How To Know When To Buy & Sell
Knowing when to buy and sell may be the difference between making a lot of money in this competition, and actually winning the trip to New York. So in this episode we offer some tips & tricks to help you think about the right time to get in or out of a stock. In this episode you will learn: 3 …
Next Top Trader: Turn Up The Volume!
No, we’re not talking about the volume of your speakers. We’re talking about the volume of trades. Volume, or the amount of a stock traded each day, is a key metric many investors use to help them make buying and selling decisions. When a stock is in demand, its price tends to go up, as there are more people wanting …
Next Top Trader: Investing In Market Sectors
At this point, you’re a week into the competition and hopefully have started to make some money. As we enter Week 2, it is important you understand all the different options out there. So in this episode we break down the major categories companies are divided into on the share market, these are known as ‘sectors’. Hopefully they give you …
Next Top Trader: Week 2 Update | An Expert Look at What’s Hot & What’s Not
With the second week of trading behind us, it’s time to recap the week that was, and look forward to what’s coming this week! The markets finished the week down, with a very bumpy ride on Friday night. Volatility shot up, gold hit highs, and utility companies performed well. Tech was hit, and weed cooled. In this episode we: review …
Next Top Trader: Stocks vs ETFs vs LIC
The investing universe is massive. From individual companies to gold, from real estate to government debt – the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found. In this episode, we’re going to help simplify the …