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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

  • Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up
    General

    Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up

    Today Ren and Bryce chat about Bryce's huge news and how it's going to be a challenge to drown out the housing noise.

    16 October

  • Uncovered: This stock jumped 350%, here's why - 4DS Memory (ASX: 4DS)
    General

    Uncovered: This stock jumped 350%, here's why - 4DS Memory (ASX: 4DS)

    Today we're joined by 4DS Memory's Executive Chairman, David McAuliffe, and he shares with Bryce and Ren the details of what 4DS is.

    13 October

  • Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software
    General

    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

  • Six ways to invest for kids with Glen James
    General

    Six ways to invest for kids with Glen James

    We're joined by Glenn James, the creator and host of My Millennial Money - and the whole MMM empire.

    9 October

  • Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction
    General

    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

  • Finding investing ideas in the news, what next for inflation & 3 new companies we're watching

    Finding investing ideas in the news, what next for inflation & 3 new companies we're watching

    Today we chat about the latest inflation numbers and our thoughts on future interest rate cycles, we get a call from an Equity Mates listener Matt in Canberra about his thoughts on El Nino and how that might present investing opportunities, and then Ren surveys 3 cracking stocks he's been researching.

    2 October

  • Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR)
    General

    Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR)

    Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan.

    29 September

    Sponsored by Imricor Medical Systems

  • Ask an Advisor: Patrick Malcolm - Pay off mortgage or invest in shares & Two funds he'd invest in for life
    General

    Ask an Advisor: Patrick Malcolm - Pay off mortgage or invest in shares & Two funds he'd invest in for life

    Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory.

    28 September

  • Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone?
    General

    Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone?

    This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflation' labels on products that are getting smaller in front of our eyes, and Bryce re-pitches a stock he heard on another podcast.

    25 September

  • Expert: Christian Baylis - There's finally money in bonds | Blossom

    Expert: Christian Baylis - There's finally money in bonds | Blossom

    Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments.

    22 September

    Sponsored by Blossom

  • Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers
    General

    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

  • Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing

    Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing

    It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan.

    18 September

  • Short Squeezes & GameStop: Two Years On
    General

    Short Squeezes & GameStop: Two Years On

    Today we’re talking short selling in celebration of the new film coming out - Dumb Money.

    15 September

  • Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity
    General

    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

  • What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues

    What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues

    This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue.

    11 September

  • Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity

    Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity

    Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40-70 small-to-mid-cap global companies.

    8 September

    Sponsored by Fidelity

  • Founders of Farmer's Pick and Vitable pitch their companies
    General

    Founders of Farmer's Pick and Vitable pitch their companies

    Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved, and the risks and thoughts around unlisted investments as a part of a portfolio.

    7 September

  • Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?
    General

    Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?

    Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds.

    4 September

  • The investment case for Whiskey and Wine | Maxwell Nee from OENO
    General

    The investment case for Whiskey and Wine | Maxwell Nee from OENO

    Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren to chat about the investment case for this alternative asset class.

    1 September

    Sponsored by Oeno

  • Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management

    Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management

    This episode she joins Bryce and Ren to talk about this counterproductive impact. Kelly Shue challenges the common belief that E.S.G. (Environmental, Social, and Governance) investing makes the world greener.

    31 August

  • Earnings season highlights, individual stocks v an ETF, & should you read The Intelligent Investor?

    Earnings season highlights, individual stocks v an ETF, & should you read The Intelligent Investor?

    We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that leap out to them.

    28 August

  • How AI can help you find your next investment property with Harry Bennetto l PropHero
    General

    How AI can help you find your next investment property with Harry Bennetto l PropHero

    Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties using an online platform and proprietary AI algorithms.

    25 August

    Sponsored by PropHero

  • Ask An Advisor: Cost of advice, best platforms, topping up super & pay off mortgage or invest more | Glen Hare
    General

    Ask An Advisor: Cost of advice, best platforms, topping up super & pay off mortgage or invest more | Glen Hare

    We're joined by Glen Hare from Fox and Hare for another episode of Ask An Advisor!

    24 August

  • Ask an Advisor: Dominic Alafaci - Best way to invest for kids?

    Ask an Advisor: Dominic Alafaci - Best way to invest for kids?

    Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one better to help answer some questions from the Equity Mates community.

    31 July

  • Uncovered: EMvision Medical Devices
    General

    Uncovered: EMvision Medical Devices

    Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain.

    28 July

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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