Expert Investors Archives - Page 2 of 11

General

Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO)

We sat down with Luis Sanchez - just around the corner from Times Square - who is the founder and managing partner of LVS Advisory, an investment firm offering active strategies.

29 May

Sponsored by Milford Asset Management

General

Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour

In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM.

25 May

Sponsored by Milford Asset Management

General

Expert: Tony Sycamore - Building disciplined investing habits | IG

Today, Tony - an analyst at IG - joins us for a discussion on mastering the mind and managing emotions throughout one's investment journey.

28 April

Expert: Jesse Felder - "We haven't hit the bottom yet"

In this episode of Equity Mates, expert investor and market analyst Jesse Felder shares his insights on the current market conditions, discussing his belief that we are still in the midst of a bubble and haven't hit the bottom yet.

20 April

Expert: Elisa Di Marco - 5 companies driving real ESG outcomes

Elisa Di Marco joins Bryce to chat about how difficult it can be for retail investors to assess the environmental, social and governance practices of a company - give they all report on different aspects of their operations.

14 April

Sponsored by Magellan Asset Management

General

Expert: Gary Glover - Do the opposite of how you feel | IG

We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing emotions, habit formation, and uncovering your unique trading DNA.

31 March

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

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

General

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 strategy

3 March

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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