Meet your hosts

  • Alec Renehan

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.

Episodes

  • Expert: Yen Liow - Honestly, everyone MUST listen to this

    Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but Equity Mates have 50 tickets at 20% off - so $400 https://www.sohnheartsandminds.com.au/ enter discount code - equitymates

    25 November

  • Bryce convinces Ren about the future of the internet, Web3

    There’s a lot of hype about Web3 at the moment. We've heard some say that, “learning Web3 today is like buying Bitcoin at $10”. It could also be the greatest wealth creating opportunity we’ve seen. So in today's episode Alec throws Bryce the challenge of selling him on the opportunities of this new frontier. They'll walk through what the progression from Web1 to our current state looks like, why there's a whole lot of noise being made in the industry, and the use cases for this new technology.

    22 November

  • Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity

    We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - What does this mean? And what are some of the companies or themes the fund invests in? They talk about the concept of a circular economy. What is it? What are some of the important trends or emerging technologies we should be aware of in the waste management industry?Are there any companies that are driving the industry forward?

    18 November

  • Boomtown - Airbnb, Rivian, Roblox and Crypto

    The inaugural Equity Mates Awards are coming. Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian.

    15 November

  • ASX week: Alison Savas - Two winners from decarbonisation

    In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts on what is happening internationally in this thematic, and then Alison talks about two specific stocks in greater detail.

    12 November

  • ASX week: Chris Demasi - Private equity, Public markets

    Welcome to Day 2 of ASX Week! In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). They expand on Chris’ presentation, where he focused on the opportunity of investing in private markets and how we can access that through the ASX.

    11 November

  • ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla

    It’s the third day of ASX Week, where we bring you some of the best sessions and experts from the bi-annual conference. In this episode, Bryce and Alec speak to Eu-Jene Teng, a Client Portfolio Manager at Martin Currie Investment Management, a part of Franklin Templeton. A group that manages $2.1 trillion and is the 6th largest asset manager in the world. In this conversation they look at the opportunities arising in emerging markets, and take a deep dive into the world of electric vehicles.

    10 November

  • ASX week: Adam Dawes - Buy, Hold, Sell

    In this episode we welcome back one of our favourite guests - Adam Dawes - the Senior Investment Advisor at Shaw & Partners. As Alec says, 'if you're going to do a Buy, Hold, Sell episode, there's one guy to do it'. The guys went out to the Equity Mates community, and ask Adam to give his opinion on whether he'd 'buy' or 'sell' stocks that you've asked to be reviewed. After going through the stocks by industry, Bryce and Alec challenge Adam with a Small Cap speed round for fun at the end!

    9 November

  • ASX week: Anthony Doyle - Is this time *actually* different?

    It’s ASX Week! In today’s episode, Bryce and Alec talk to Anthony Doyle, who has over 17 years’ experience in global financial markets, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom. In this chat, he expands on his ASX presentation, where he explains how the Post-Covid market is different to the Post-GFC market, and the effects of different policy settings as Australia reopens

    8 November

  • Expert: Beeneet Kothari - Why we're still early on China and Crypto

    Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beeneet is part of this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year.

    4 November

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