Series: Expert Investors

An epic episode, as Anthony walks us through the current context of the global economy, long term trends in emerging markets & the structural case for emerging markets for the long run, characteristics of emerging market stock market and finally, some of Anthony’s preferred companies in emerging markets.

Kanish Chugh is the head of distribution at ETF securities and talked about how to define a megatrend, what exactly is thematic investing, using this in your own portfolio, and then went into detail with examples of thematic exposure.

The theme of this episode is ‘Investing In Global Markets’ and we’re joined by CIO of Loftus Peak, Alex Pollak. Alex has 25 years experience specialising in investing in disruptive business models, and is now a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia.

We’re joined by Adam Dawes, Senior Investment Advisor of Shaw & Partners, who held a buy, hold and sell session for ASX Investor Day attendees. We wanted to replicate this session on the podcast, so we reached out to the Equity Mates community in the Equity Mates Facebook Discussion Group and they gave us a huge list of stocks to talk about. This is an epic episode, so we hope you enjoy it.

Geoff Wilson AO is the Chairman and Chief Investment Officer at Wilson Asset Management. With over 41 years experience in investment markets, Geoff founded Wilson Asset Management in 1997 and currently oversees 8 Listed Investment Companies (LICs). Geoff has also led the creation of Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia and Future Generation Global.

We hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part II of our panel conversation, unpacking the alcohol industry.

We hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part I of our panel conversation, unpacking the alcohol industry.

We’ve previously had Marcus on the podcast and his episode ‘No Bullshit Investing’ is one of our most popular. So we’ve got him back on the show for ‘No Bullshit Investing Part II’ to help us unpack current market conditions. Alec and Bryce ask Marcus to walk them through his thinking for the last twelve months, and get Marcus to speak more about the way to react to the market when there's a downturn.

This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but his thoughts on 'Digital Decolonisation,' the way big technology companies have been able to ‘colonise’ the world has been through their incredible network effects.

On this Watchlist episode, Bryce and Alec invite Julia Lee, CIO of Burman Invest, to join them again on the podcast. This time, it's for a Mastermind style episode, where all three of them pitch three different stocks that have their attention.

Bill is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world – up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators,.

On this episode, we talk to Mary Manning. She’s a Portfolio Manager at Ellerston Capital for the Ellerston Asian Growth Fund, Ellerston Asian Investments (ASX:EAI) and the Ellerston India Fund. Prior to joining Ellerston, Mary spent 5 years at Oaktree Capital Management, the famous firm co-founded by Howard Marks.

In this episode, Alec and Bryce chat to Ben Gisz, who's the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cowan, has grown TDM’s assets under management from $1 million to over $1 billion. Ben is also a non-executive director in Pacific Smiles (ASX: PSQ), one of TDM’s portfolio companies.

Today we have another episode in our CEO series, as Bryce and Alec speak to Brickworks’ (ASX:BKW) CEO & Managing Director, Lindsay Partridge.

Did you know Equity Mates has a TV show? Well, not really, but four times a week, for fifteen minutes, Bryce and Alec host a show on Ausbiz. Every day at 4.15, we break down financial jargon, talk to our favourite experts, and dive into the industries that interest us.

Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on Twitter or you may have read about her as part of Fairfax Media’s Shares Race, which she has won five times.

This week, it’s a little bit different at Equity Mates… we’re celebrating Crypto Week! It’s a whole week of crypto content, from the basics, to interviews with experts

Tom Millner is a Director and Portfolio Manager at Contact Asset Management. Tom has 17 years of experience in markets, was CEO of BKI Investment Company between 2008 and 2016

Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets.

In this episode, Alec and Bryce are joined by Hamish Douglass – the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group

Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals

Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we discuss the other side of investing – selling.

On Valentine’s Day, we’ll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and chat to them about the idea and concepts behind the podcast.

In today’s expert chat, we sit down with Emma Fisher, who’s a Portfolio Manager and Head of Research at Airlie Funds Management.

In this episode, we chat with Wayne Baskin, Deputy CEO, CTO at Booktopia & Co-Founder of Superhero.