Series: Expert Investors
Equity Mates’ mission is to make markets accessible. To break down barriers.
Our Expert Investor series brings you insights, strategies, and investment ideas from the best investors around the world.
There are conversations in here for every investor, no matter your level of experience.
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General
Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity
Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asian equities range.30 March
Sponsored by Fidelity
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Expert: Chris Joye - Mortgage holders are in for the mother of all shocks
We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics - at a cash rate of 3.6% - 15% of all Australian borrowers are at risk of default.27 March
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Jason McIntosh - Mastering your trading mind
Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader, about the key education pillars he uses in his investing strategy3 March
Sponsored by IG Australia
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Expert: Harrison Moot - Block | Summer Series
Today we’re chatting about Block, and we’re joined by Harrison Moot from TDM Growth Partners.12 January
Sponsored by Sharesies
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Expert: Andrew Brown - A look back at 2022
Out of 14 predictions for the year ahead, Bryce, Alec and Andrew review each one and discuss the circumstances around those topics for 2023.22 December
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Expert: Oliver Hextall - the investing opportunity in changing demographics | Fidelity
In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographics Fund.15 December
Sponsored by Fidelity
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Expert: John Caulfield - Van Eck - ETF
In this episode Bryce & Alec ask John to explain carbon credits, how they reduce carbon emissions, the difference between the different types of carbon credits, and why an ETF can be helpful in accessing this investable asset class.25 November
Sponsored by Van Eck Australia
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Expert: Kenneth Stanley - AI researcher on how innovation occurs
Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI.24 November
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Expert: Steven Glass - Balancing growth & value with sustainable investing
Steven Glass is the Managing Director and Investment Analyst at Pella Funds Management. Global Responsible Investing, targeting consistent, sustainable returns & advocating for a better planet.17 November
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Expert Panel: Finding Generational Businesses | FinFest
Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feature one of our great panels from Finfest - How to Search for Generational Business.10 November
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Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds
Today we chat to Ricky - who is the founder, Chief Investment Officer and Chief Executive Officer of Eminence Capital. Ricky founded Eminence in 1999 and has grown it into a $5.7 billion dollar asset manager. He's speaking at the Hearts & Minds conference on the 18th of November.3 November
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Expert: Wayne Jones - Low activity investing
In this episode, Wayne Jones the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund, shared the very start of his investing journey.27 October
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Expert: Michael Doerr - The bull case for wine & whiskey | OENO Future
Michael Doerr is the co-founder and CEO of OENO Group, an investment firm that specialises in investing in luxury assets like wine and whiskey. He has recently been awarded #1 Wine Investment Advisor according to the prestigious Spears Magazine.14 October
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I need to know: Is it going to get worse before it gets better?
Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets.14 October
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Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry..13 October
Sponsored by J.P Morgan Asset Management
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Expert: James Abela & Maroun Younes - What makes a future leader? | Fidelity
James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund and give us their perspective on how they define Future Global Leaders.10 October
Sponsored by Fidelity
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Expert: Tim Carleton - Mineral Resources, Nick Scali & What makes a great Australian company
Tim Carleton is the founder of Auscap Asset Management, which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldman Sachs. Tim has previously pitched stocks at two Hearts & Minds conferences, pitching Macquarie Group in 2017 and JB Hi-Fi in 2018.29 September
Sponsored by Hearts & Minds
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Expert: Divya Narendra - Classmates with Zuckerberg, Co-founder with the Winklevoss Twins, Guest on Equity Mates
Divya Narendra is the CEO and co-founder of SumZero, the world’s largest professional investor community. He also co-founded HarvardConnection with Harvard University classmates Cameron Winklevoss and Tyler Winklevoss.22 September
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Expert: Chris Bedingfield - What everyone gets wrong about Australian residential property
Chris has more than 30 years of experience working as a real estate specialist with a background in investment banking, equities research and investment management. He is a co-founder of Quay Global Investors, and co-launched the Quay Global Real Estate Fund (Unhedged) in 2014.15 September
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Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART
Head of Research & Portfolio Management at InvestSmart, Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011.9 September
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Expert: Joe Magyer - The importance of an investing checklist
Joe Magyer is a private investor with 17 years' professional experience across funds management, equity research, and investment banking. Joe co-founded Lakehouse Capital and until recently was Lakehouse’s Chief Investment Officer.8 September
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Expert: Amit Goel - Why the 'Hertz' of Brazil is compounding at 10% | Fidelity
Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% by 2025.1 Once dominated by agriculture and cheap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies. Some of the largest e-commerce, gaming, social media and hardware manufacturers reside in emerging markets.1 September
Sponsored by Fidelity
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Expert: Julian McCormack - Platinum believe there is more pain ahead
Julian McCormack is an investment specialist and Platinum Asset Management and we welcome him to the brand new Equity Mates podcast studio. In today's episode the lads cover all things current markets conditions, where to from here, and where Platinum are seeing market opportunities.25 August
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Expert: Niki Scevak - Blackbird's search for wild ideas and wild hearts
Niki Scevak is a co-founder and General Partner at Blackbird Ventures - an Australasian investment firm whose mission is to invest in wild hearts, with the wildest ideas, right from the beginning - and co-founder of Startmate. Niki describes the wildest idea he's ever been pitched and invested in. This is a fascinating insight into the origins of some of the biggest companies in the current stock market and how angel investment philosophy brings these companies into existence.18 August
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Expert: Daniel Gladis - Invest in what will happen, not what you want to happen
Daniel Gladis is the founder of Vltava fund, a value-focused, research-driven hedge fund launched in 2004. Making it the oldest hedge fund in Central Europe. We first came across Daniel through his recent shareholder letter titled ‘What oil prices are telling us’.11 August