Meet your hosts
Alec RenehanAlec 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 LeskeBryce 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.
Woolworths' buyback, Evergrande's debt and expert's stocks for the next 5 yearsIt's another chat episode! You've been talking non stop about the Woolworths buyback in the Facebook Discussion group, so Alec and Bryce give you the 101 on what's going on. Then the guys do a deep dive on Evergrande, break down the facts about the latest SPAC merger: $DNA, and compare their notes about a recent article on Livewire: 13 stock picks for the next five years.
CEO: Darren Steinberg - The Ultimate Australian Portfolio - $42.5bn in Property... | DexusDarren Steinberg is the CEO of Dexus and an Executive Director of Dexus Funds Management Limited. Dexus is an Australian Real Estate Investment Trust managing an Australian property portfolio valued at $42.5 billion. Darren has over thirty years' experience in the property and funds management industry with an extensive background in office, industrial and retail property investment and development.
'Dude, where's my parcel?' and Ren takes on Cathie Wood...Have you bought the Get Started Investing book? If you have, thank you! But the real question is... has it arrived yet? Cause chances are, probably not... Aside from it being endlessly frustrating that Australia Post is being so slow, Bryce and Alec talk about how your online shopping order not arriving for a couple of days (which feels like a first world problem) is actually symptomatic of a larger issue, with freight earnings climbing to their highest peak since 2008. They talk about whether this is going to effect inflation, and what impact it will have on your investing.
CEO: Ruslan Kogan - Growing From $0 to $1b in Annual Sales | Kogan.comThis episode, Bryce and Alec are joined by the CEO of Kogan, Ruslan Kogan. As well as being the CEO and founder, Ruslan is a serial entrepreneur, and together they have a great chat about the founding story of Kogan, the numerous and varied verticals the company operates in, and the effect of covid on e-retailers. Bryce and Alec pose many of the questions gathered from our Equity Mates community, and also discuss the future of Kogan, and what success would look like to him.
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.
CEO: Zlatko Todorcevski - Turning Boral Around Amidst Seven Group's Takeover | Boral (ASX: BLD)Bryce and Alec continue their quest to interview all the CEOs of the ASX 200, and Boral’s Chief Executive and Managing Director, Zlatko Todorcevski joins them this episode. In this conversation they cover a wide range of topics, including his atypical pandemic-influenced recruitment, the Seven Group takeover, his thoughts on ESG and sustainability, and what the future looks like for Boral.
Speccy Magee Returns & A Deep Dive on Two Small Caps: Atomos and Family ZoneLots happening this episode! First Alec and Bryce chat about what they've been reading and looking at in the last few months. Then they're given a visit by Speccy Magee, who drops in with his latest pitch, and finally, they welcome our newest hosts - Felicity and Candice to the show, who pitch two small caps - Atomos and Family Zone. A taste of what to expect in our newest podcast, Talk Money To Me.
CEO Series: Vic Jokovic on Transforming the Australian Investment Market | Chi-X AustraliaIn this episode, Bryce and Alec talk to Vic Jokovic. Vic is the CEO of Chi-X Australia, a securities and derivatives exchange looking to disrupt the Australian investment market.
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.
CEO: Don Meij - From Delivering Pizzas to Leading a Global Pizza Business | Domino's (ASX: DMP)Don Meij has worked at Dominos for 3 decades, having started as a delivery driver in 1987, and working his way up to become CEO and Managing Director of Domino’s Pizza Enterprises. He's one of Australia’s great entrepreneurs and during this episode we get stuck into the conversation about the story to date, the technological developments of the company, and his approach to people and culture, as well as his answer to some of your community questions.