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Experts Interviews

Hear from the best investing experts from around the world

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Expert: Roger Montgomery - 5 stocks he's buying today

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.
Expert: Joe Wright - Three ways to invest in resources | Airlie Funds Management

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.

Sponsored by Airlie Funds Management

Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?

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.
Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going

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’.

Sponsored by Magellan Asset Management

Expert: Kerry Craig - Portfolio construction and beating home country bias | JP Morgan Asset Management

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.
Expert: Aswath Damodaran - Valuation 101: Every number tells a story

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.

Uncovered

Every company has a story worth telling

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Uncovered: Sparc Technologies (ASX: SPN)

2 days ago

Uncovered: Sparc Technologies (ASX: SPN)

Uncovered: Hazer Group - A new way to make clean hydrogen

Uncovered: Hazer Group - A new way to make clean hydrogen

Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy transition.

Sponsored by Hazer Group

Uncovered: Hazer Group (ASX: HZR)

11th Apr, 2024

Uncovered: Hazer Group (ASX: HZR)

Episodes

  • Ask An Advisor: Phil Thompson - You'll never think about insurance the same
    General

    Ask An Advisor: Phil Thompson - You'll never think about insurance the same

    We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it.

    5 March

  • Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?
    General

    Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?

    A big episode to start the week here at Equity Mates. We: Hear Bryce pitch a stock, Are joined by Maddy for Pimp my Portfolio, Unpack the lessons from 2 investor letters

    4 March

  • Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia
    General

    Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia

    We speak to Dr Michael Winlo, CEO and Managing Director of Emyria (ASX: EMD) about the recent rescheduling of MDMA and psilocybin and his company’s efforts to introduce psychedelic-assisted therapy into Australia.

    1 March

  • Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group
    General

    Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group

    Wondering how we set up our portfolios here at Equity Mates? In this episode we cover how we’re investing for 2024, across both our core and satellite portfolios.

    29 February

  • Buy or Sell: Adam Keily with Julian McCormack
    General

    Buy or Sell: Adam Keily with Julian McCormack

    For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling.

    27 February

  • Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio
    General

    Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio

    Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours.

    26 February

  • Earnings season takeaways, an ASX 10-bagger & community stock idea

    Earnings season takeaways, an ASX 10-bagger & community stock idea

    Earnings season is in full swing and we cover a number of companies that have caught our eye: Commonwealth Bank, A2 Milk, Cochlear, Lionstown, Domino's Pizza, Cettire & more.

    22 February

  • Bold predictions - Andrew Brown
    General

    Bold predictions - Andrew Brown

    Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

    20 February

  • We're back with our Stock of the Year & Bold Predictions
    General

    We're back with our Stock of the Year & Bold Predictions

    We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our bold predictions for the year ahead Each pick our stock of the year

    19 February

  • Selling car parts, buying back stock - Autozone | Summer Series
    General

    Selling car parts, buying back stock - Autozone | Summer Series

    AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States.

    15 February

    Sponsored by CommSec

  • Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series
    General

    Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series

    Today we're talking about Lowes - not to be confused with Australia's Lowes - this is a hardware giant listed over in the US. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States.

    12 February

    Sponsored by CommSec

  • Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series

    Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series

    Mineral Resources Limited (MRL), an Australian company, specialises in diversified mining services and resources, focusing on iron ore, lithium, and energy. As one of Australia's leading iron ore producers and a significant producer of lithium spodumene concentrate, MRL is committed to being a world-class entity in its field.

    8 February

    Sponsored by CommSec

  • It's all in the name - Corporate Travel Management | Summer Series
    General

    It's all in the name - Corporate Travel Management | Summer Series

    This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom

    5 February

    Sponsored by CommSec

  • From oil refining to servos - Viva Energy | Summer Series
    General

    From oil refining to servos - Viva Energy | Summer Series

    This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement.

    1 February

    Sponsored by CommSec

  • Designing the AI revolution - Altium | Summer Series

    Designing the AI revolution - Altium | Summer Series

    Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards.

    29 January

    Sponsored by CommSec

  • Riding the boom in aesthetic medicine - InMode | Summer Series
    General

    Riding the boom in aesthetic medicine - InMode | Summer Series

    We're joined by Tobias Carlisle, Principal at Acquirers Funds, who helps us explain what InMode does, tells us which metrics matter and which ones don’t, and where the company is trying to build a sustainable competitive advantage.

    25 January

    Sponsored by CommSec

  • The Aussie small cap taking on the tech giants - Dropsuite | Summer Series

    The Aussie small cap taking on the tech giants - Dropsuite | Summer Series

    Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services, catering primarily to business continuity and compliance needs of large companies, not personal devices.

    22 January

    Sponsored by CommSec

  • Australia: the land of the packaging giant - Orora | Summer Series
    General

    Australia: the land of the packaging giant - Orora | Summer Series

    Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions.

    18 January

    Sponsored by CommSec

  • Does Google have any growth left? - Alphabet | Summer Series
    General

    Does Google have any growth left? - Alphabet | Summer Series

    Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue

    15 January

    Sponsored by CommSec

  • Creating a three-sided trucking marketplace - Landstar System | Summer Series
    General

    Creating a three-sided trucking marketplace - Landstar System | Summer Series

    Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services.

    11 January

    Sponsored by CommSec

  • Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series
    General

    Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series

    This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs).

    8 January

    Sponsored by CommSec

  • We look back at 2023 and reveal the winners of the Equity Mates Awards

    We look back at 2023 and reveal the winners of the Equity Mates Awards

    We reveal your Expert of the Year, as well as the themes, stocks, and platforms you're talking about!

    18 December

  • Expert: Andrew Brown - Bold predictions wrap 2023
    General

    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

  • We wrap our bold predictions + Who won stock of the year?

    We wrap our bold predictions + Who won stock of the year?

    Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?

    11 December

  • Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
    General

    Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management

    Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series.

    8 December

Meet your hosts

  • Alec Renehan

    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 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.

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