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

  • ASX week: Chris Demasi - Private equity, Public markets

    Welcome to Day 2 of ASX Week! In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). They expand on Chris’ presentation, where he focused on the opportunity of investing in private markets and how we can access that through the ASX.

    11 November

    Brought to you by Australian Securities Exchange (ASX)

  • ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla

    It’s the third day of ASX Week, where we bring you some of the best sessions and experts from the bi-annual conference. In this episode, Bryce and Alec speak to Eu-Jene Teng, a Client Portfolio Manager at Martin Currie Investment Management, a part of Franklin Templeton. A group that manages $2.1 trillion and is the 6th largest asset manager in the world. In this conversation they look at the opportunities arising in emerging markets, and take a deep dive into the world of electric vehicles.

    10 November

    Brought to you by Australian Securities Exchange (ASX)

  • ASX week: Adam Dawes - Buy, Hold, Sell

    In this episode we welcome back one of our favourite guests - Adam Dawes - the Senior Investment Advisor at Shaw & Partners. As Alec says, 'if you're going to do a Buy, Hold, Sell episode, there's one guy to do it'. The guys went out to the Equity Mates community, and ask Adam to give his opinion on whether he'd 'buy' or 'sell' stocks that you've asked to be reviewed. After going through the stocks by industry, Bryce and Alec challenge Adam with a Small Cap speed round for fun at the end!

    9 November

    Brought to you by Australian Securities Exchange (ASX)

  • ASX week: Anthony Doyle - Is this time *actually* different?

    It’s ASX Week! In today’s episode, Bryce and Alec talk to Anthony Doyle, who has over 17 years’ experience in global financial markets, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom. In this chat, he expands on his ASX presentation, where he explains how the Post-Covid market is different to the Post-GFC market, and the effects of different policy settings as Australia reopens

    8 November

    Brought to you by Australian Securities Exchange (ASX)

  • Expert: Beeneet Kothari - Why we're still early on China and Crypto

    Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beeneet is part of this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year.

    4 November

  • The Berkshire Hathaway of software companies

    Bryce and Alec are back today with a conversation around SPAC City ... including We Work, and the Trump SPAC which is up by as much as 1,657% since the deal was announced. Then Alec pitches the Berkshire Hathaway of software.

    1 November

  • Expert: Mary Manning - 3 stocks to watch as the world embraces renewables

    Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisaton. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an analyst at Soros Funds Management in New York and she started her career as an investment banker at Citi, where she worked in New York, Moscow and London.

    28 October

    Brought to you by InStyle Solar

  • Industry Deep Dive: Solar - The world's cheapest renewable energy

    Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisation. This episode is proudly sponsored by InStyle Solar, one of the largest solar companies in Australia, and a Clean Energy Council approved retailer. Not only is solar a clean energy solution, but there are plenty of financial benefits as well, some of which we’ll touch on later in this episode.

    25 October

  • Expert: The Search for Generational Businesses | Fidelity Global Future Leaders

    James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, introduce the fund, and close out with our final three questions we ask every guest.

    21 October

    Brought to you by Fidelity

  • Who are the winners in the payments wars? | ETF Securities

    ETF Securities have recently released a new ETF tracking the global FinTech industry with significant exposure to blockchain technology, decentralised finance, digital payments and peer-to-peer lending - ETFS Fintech & Blockchain ETF (Exchange Code: FTEC). Alec and Bryce talk to Chris Titley, who's a stockbroker at Morgans Financial, and has a passion for this industry of emerging fintechs, digital banks and payments companies. Then they talk to Kanish Chugh, the Head of Distribution at ETF Securities Australia, about the rationale for creating an ETF that tracks this space, and the importance for retail investors to be exposed to this new disruptive technology.

    18 October

    Brought to you by ETF Securities

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