Expert: Are Semiconductors the Picks & Shovels Play for the Tech Industry | ETF SecuritiesIf 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.
Expert Investor: Graham Tuckwell - a pioneer of the ETF revolutionThis 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.
Expert Investor: Claude Walker | Assessing Management & Analysing Small CapsClaude 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.’
Expert Investor: John Winters - Disrupting traditional brokers at SuperheroThere'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.
Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | JardenIn 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.
Expert: Lauren Simmons | the youngest female trader in the history of the New York Stock ExchangeAlec 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.
Expert Investor: Andrew Brown - Bold PredictionsYou’ve probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own.
Why are the experts buying Costco & Home Depot?Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today’s episode, Bryce and Alec talk about two letters they’ve read recently. They’ve chosen one big investor (David Einhorn) and one small (Ensemble Fund), and together they discuss some of the big ideas they’ve gleaned from both.
Let's roll the dice: is my gambling a problem?'I'll take a punt', is something heaps of Aussies say, but at what point does gambling turn from a harmless bit of fun, to something that's a problem for your relationship?
Expert Investor: David Costello - Can Infrastructure Investing be Sustainable? | Magellan Financial GroupDavid is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only made available to retail investors in December). David joined Magellan in 2015. Prior to working with Magellan, David led EY’s financial modelling practice in Brisbane. Prior to his role with EY, David worked with National Australia Bank and SFG Consulting. David holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (Honours), both from the University of Queensland. David is a CFA Charterholder.