Meet your hosts

  • 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 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.

Episodes

  • Bryce and Ren review their Stock of the Year and Bold Predictions

    In this episode, the last chat for the year between Bryce & Alec. The lads announce the winner of their stock pick of the year. They discuss all the bold predictions they made at the beginning of the year, and how they shaped up. Then finally we go to the Equity Mates facebook group and talk through some of your bold predictions for 2021, and how they turned out now that we are in the final weeks of the year. A reminder that our Summer Series kicks off on Monday the 12th December and runs all Summer long. Deep dives on some amazing companies that include interviews with CEO's.

    13 December

  • Expert: Andrew Pridham - Lessons from the man who became Managing Director of UBS by 28

    Andrew Pridham AO is the co-founder of Moelis & Company, where he currently serves as the Vice Chairman and was previously the Chief Executive Officer. Andrew was previously Managing Director and Head of Investment Banking, Australasia at UBS. He was appointed Managing Director at 28. He spent years working in London and Singapore as global head of real estate at UBS before returning to Australia in retirement aged 34.He then founded a boutique investment banking business called First Provident. In 2004 JP Morgan acquired First Provident and Pridham was appointed as its Head of Investment Banking and later Executive Chairman. In 2009 he left to establish the Australian arm of US Investment Bank Moelis & Company. Moelis & Company Australia is a 50/50 joint venture where Australian executives, including Pridham, own 50% of the business.

    9 December

  • Ren makes a (not so) bold prediction & Speccy returns

    In this week's chat, Alec makes a very bold prediction involving Apple.Bryce and Alec go head-to-head on Woolies and Wesfarmers and the on market offer for API.The lads try to get their heads around crypto NFT property and land purchases, yep, you can now purchase land in the metaverse ... Speccy Magee gives us an update on how the rocket emoji indicator has gone over the last 12 months.

    6 December

  • Expert: Eleanor Swanson - Small caps, big returns

    Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets.

    2 December

  • Square, PayPal, Spotify, Peloton: Has a bubble burst without us realising?

    A bubble has burst ... but no-one has noticed. Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'. From unprofitable tech stocks ... to inflation concerns ... to Web3 and joining a DAO ... to SPACs that focus below a mans belt. It wouldn't be a chat with the boys without them mentioning "Crypto". Alec has an interesting theory on the world of Crypto at the moment.

    29 November

  • Expert: Yen Liow - Honestly, everyone MUST listen to this

    Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but Equity Mates have 50 tickets at 20% off - so $400 https://www.sohnheartsandminds.com.au/ enter discount code - equitymates

    25 November

  • Bryce convinces Ren about the future of the internet, Web3

    There’s a lot of hype about Web3 at the moment. We've heard some say that, “learning Web3 today is like buying Bitcoin at $10”. It could also be the greatest wealth creating opportunity we’ve seen. So in today's episode Alec throws Bryce the challenge of selling him on the opportunities of this new frontier. They'll walk through what the progression from Web1 to our current state looks like, why there's a whole lot of noise being made in the industry, and the use cases for this new technology.

    22 November

  • Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity

    We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - What does this mean? And what are some of the companies or themes the fund invests in? They talk about the concept of a circular economy. What is it? What are some of the important trends or emerging technologies we should be aware of in the waste management industry?Are there any companies that are driving the industry forward?

    18 November

    Brought to you by Fidelity

  • Boomtown - Airbnb, Rivian, Roblox and Crypto

    The inaugural Equity Mates Awards are coming. Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian.

    15 November

  • ASX week: Alison Savas - Two winners from decarbonisation

    In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts on what is happening internationally in this thematic, and then Alison talks about two specific stocks in greater detail.

    12 November

    Brought to you by Australian Securities Exchange (ASX)

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