• Expert: The Search for Generational Businesses | Fidelity Global Future Leaders

    James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, introduce the fund, and close out with our final three questions we ask every guest.

    21 October

  • Expert: Mark Carnegie - The Opportunity in Ethereum

    Mark has more than 30 years of experience as an entrepreneur, investor and corporate adviser in New York, London and Sydney. He co-founded leading Australian boutique corporate advisory, venture capital and private equity firm Carnegie, Wylie & Co with John Wylie in 2000. In August 2007, Carnegie Wylie was acquired by leading Wall Street bank Lazard Inc. Mark then went on to found M.H. Carnegie & Co, managing more than $900 million on behalf of institutional, wholesale and high net worth clients. As a corporate adviser, Mark has advised Qantas and Coles Myer on general strategic matters, Westfield on its $22 billion merger and Qantas on its JetStarAsia start-up in Singapore. Mark holds a BA from Oxford University and a BSc (Hons) from Melbourne University. He is a former Treasurer of the Oxford Union.

    9 October

  • Expert: Lawrence Lam - Investing in Founder-Led Businesses

    Bryce & Alec interview Lawrence Lam, Managing Director & Founder of Lumenary Investment Management. Lawrence runs a global equities strategy focused exclusively on founder-led companies. The fund invests in founders who own and run their companies, consisting of 10-20 founder-led companies, with an emphasis on emerging products and services.

    7 October

  • Expert: Paul Wilson - Finding Australia's best tech businesses | Bailador

    Paul is the co-founder and partner at Bailador Technology Investments (ASX: BTI). Bailador specialises in investing expansion capital in fast-growing Australian businesses. In today’s conversation, we’re going to look at the Bailador Portfolio, take a closer look at two specific case studies and then pick his brain, for his thoughts on Australia’s vibrant and successful start up scene.

    30 September

  • Expert: Are Semiconductors the Picks & Shovels Play for the Tech Industry | ETF Securities

    If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like.

    13 September

  • Expert Investor: Graham Tuckwell - a pioneer of the ETF revolution

    This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds. Graham was an early pioneer of exchange-traded commodities and launched the first product globally, the ETF GOLD. Now a noted philanthropist, Graham’s name may be familiar to those studying at ANU as he endowed the Tuckwell Scholarship, one of the most prestigious undergraduate scholarships in Australia.

    30 August

  • Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps

    Claude specialises in assessing the efficiency and health of management teams, and scouring smaller, unloved and ignored micro-caps because, as Claude himself has said: ‘the market is much less efficient at the small end.’

    19 August

  • Expert Investor: John Winters - Disrupting traditional brokers at Superhero

    There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice.

    8 August

  • Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | Jarden

    In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they continue the overrated v underrated game with Australia's answer to FAANG stocks - the WAAAX stocks. Then they have a look at some of the ‘older’ Australian tech companies - Webjet, REA, Seek, Carsales - and talk about whether she thinks there are still opportunities to be found.

    4 August

  • Expert: Lauren Simmons | the youngest female trader in the history of the New York Stock Exchange

    Alec and Bryce are joined by Lauren Simmons, the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation about hype investing, the dangers of crypto, trends she's heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public. At 22 years old, Lauren Simmons shattered glass ceilings by becoming the youngest, and only full-time, female equity trader on Wall Street, as well as the second African American woman in 226 years.

    21 July

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