Equity Mates Investing Podcast

Episodes

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  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

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  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

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  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

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  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

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  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

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  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

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  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

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  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

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  General

  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: Kiril Sokoloff - US, China, Emerging Markets and what comes next?

  In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy.

  24 July

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  General

  Expert: Daniela Jaramillo - Avoiding greenwashing as investors | Fidelity

  Daniela unpacks how sustainable investing has evolved over the years, how regulators are looking into this space and what we as everyday investors can do to assess ESG claims and avoid greenwashing.

  21 July

  Sponsored by Fidelity

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  General

  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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  An alternative investment thesis for AI

  In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider.

  17 July

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  General

  We are introduced to Rentvesting | Australian Property Scout

  Sam shares his advice on what he'd tell someone like the two of us trying to get into the market, we chat interest rates, and we dig into the pros and cons of rentvesting v owner occupier.

  14 July

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  General

  The investment case for Nelnet, Dropbox and Match Group | Arch Capital

  We're chatting to Brett Schafer and Ryan Henderson from Arch Capital, a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast.

  13 July

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  General

  Searching for the Dogs of FY23 + Ren's 5 minute valuation

  In this episode, Bryce is taking Henry's advice and searching for the Dogs of FY23, we hear from our community member Elle - and think about investing for kids, and then Ren closes out the episode with his quick, back of the envelope style valuation.

  10 July

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  Ask an Advisor: Practical ways to establish your financial wellbeing

  Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing.

  6 July

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  Who’s winning stock of the year & Andrew Brown discusses what’s coming

  It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Then we call Andrew Brown to chat about his bold predictions too.

  3 July

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  News Corp (NWS) deep dive w/ Will Granger | Airlie Funds

  Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger.

  30 June

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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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  General

  A simpler way to value a stock w/ Andrew Page

  Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company, and we have an exclusive preview of the episode to share with you.

  26 June

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  General

  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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  The data is bad but the market is good. Where to next w/ Julian McCormack

  This episode, we're chatting to Julian McCormack, because we want to know if this bull market is real (and where do we go from here?)

  22 June

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  Apple’s Vision 👓 + can Bryce find bargains in the dog kennel?

  In this episode, Bryce and Alec talk about Apple's latest product launch, and Bryce brings the latest learnings from his session with his Mentor Henry Jennings!

  19 June

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  General

  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