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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Expert: Roger Montgomery - 5 stocks he's buying today
On today's podcast Roger Montgomery unpacks his current view on the market and shares a number of stocks he's buying at the moment.23 April
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Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management
The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector.12 April
Sponsored by Airlie Funds Management
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Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?
There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout.2 April
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Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going
Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’.29 March
Sponsored by Magellan Asset Management
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Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management
Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction.22 March
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Expert: Aswath Damodaran - Valuation 101: Every number tells a story
For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.12 March
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Expert: Andrew Brown - Bold predictions wrap 2023
Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year.14 December
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Expert: Sam Gordon - What's causing the housing crisis? | Australian Property Scout
Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast.1 December
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Expert: Emma Fisher - Mineral Resources, PWR Holdings & Investor Psychology | Airlie Funds Management
Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings.23 November
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Expert: Ashish Swarup - Invest in snacks, let's get that bread | Aikya Investment Management
Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management.16 November
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Expert: Tom Naughton - There's money in mi goreng | Prusik Investment
Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India).9 November
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Expert: Andrew Norelli - "There's opportunity everywhere" | JP Morgan Asset Management
Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE.27 October
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Expert: Cory Doctorow - This guy HATES big tech & plans to change it
Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation.26 October
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Expert: Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
Bryce and Ren are joined by Rikki Bannan, who's Executive Director and Portfolio Manager at IFM Investors.19 October
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Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software
This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us.12 October
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Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction
This episode, Bryce and Ren are joined by Ben Lamm - the founder and CEO of Colossal Biosciences and a leader of the de-extinction movement.5 October
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Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it.21 September
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Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity
We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame.14 September
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Expert: Christopher Mayer - The search for 100-baggers
In this episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portfolio manager of Woodlock House Family Capital.28 July
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Expert: James Reynolds - Searching for non-technology businesses in overlooked markets
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland.20 July
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Expert: Andrew Walker shares two surprising value investing opportunities
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast.29 June
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Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management
We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode.23 June
Sponsored by J.P Morgan Asset Management
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Expert: Matt Barrie - Why house prices are the cause of today's cost of living crisis
We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property market.15 June
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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
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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