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Experts Interviews

Hear from the best investing experts from around the world

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Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management

Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management

Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors.

Sponsored by Wilson Asset Management

Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital

Expert: Dion Hershan - Avoid the Mundane 7 | Yarra Capital

In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest 20 companies.

Sponsored by Yarra Capital

Expert: Professor Scott Galloway - The formula for building wealth

Expert: Professor Scott Galloway - The formula for building wealth

Today, Professor Scott Galloway joins us to discuss how he made his money, how we invests today and his new book: The Algebra of Wealth: A Simple Formula for Success
Expert: Cameron Blanks - Secrets of Australasia's largest private equity fund | Pacific Equity Partners

Expert: Cameron Blanks - Secrets of Australasia's largest private equity fund | Pacific Equity Partners

Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it that little bit more accessible.

Sponsored by Pacific Equity Partners

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

Uncovered

Every company has a story worth telling

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Uncovered: Sparc Technologies - 3 big decarbonisation bets

Uncovered: Sparc Technologies - 3 big decarbonisation bets

We speak to Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on
Uncovered: Sparc Technologies - 3 big decarbonisation bets

Uncovered: Sparc Technologies - 3 big decarbonisation bets

Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker.
Uncovered: Toubani Resources (ASX: TRE)

1st May, 2024

Uncovered: Toubani Resources (ASX: TRE)

Toubani may be listed in Australia, but their ambition stretches to the other side of the world with a mission to develop West Africa’s next gold mine. The focus of their development is the Kobada project in Mali. In this Uncovered deep dive, we’re going to look at Toubani’s ambition in Mali, share a primer on investing in mining explorers and ask what next for Toubani Resources.

Episodes

  • Have we reached peak soft drink? - Coca-Cola | Summer Series

    Have we reached peak soft drink? - Coca-Cola | Summer Series

    Today we’re chatting about Coca Cola, and we're joined by Will Liu from Wilson Asset Management.

    26 January

    Sponsored by Sharesies

  • What next for Formula One? - Liberty Media | Summer Series

    What next for Formula One? - Liberty Media | Summer Series

    Today we’re chatting about Liberty Media, and we’re joined by Andrew Brown from East 72.

    23 January

    Sponsored by Sharesies

  • Still a growth company? - Nike | Summer Series

    Still a growth company? - Nike | Summer Series

    Today we’re chatting about Nike, and we’re joined by Bob Desmond from Claremont Global.

    19 January

    Sponsored by Sharesies

  • Nothing boring about these returns - National Storage REIT | Summer Series

    Nothing boring about these returns - National Storage REIT | Summer Series

    Today we’re chatting about National Storage REIT, and we’re joined by Lou Pirenc from Jarden Group.

    16 January

    Sponsored by Sharesies

  • Expert: Harrison Moot - Block | Summer Series

    Expert: Harrison Moot - Block | Summer Series

    Today we’re chatting about Block, and we’re joined by Harrison Moot from TDM Growth Partners.

    12 January

    Sponsored by Sharesies

  • Expanding access to the economy - Block | Summer Series

    Expanding access to the economy - Block | Summer Series

    Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Block.

    12 January

    Sponsored by Sharesies

  • Packaging the world - Amcor | Summer Series

    Packaging the world - Amcor | Summer Series

    Today we’re chatting about Amcor, and we’re joined by Anna Milne from Wilson Asset Management. Thanks to Sharesies for sponsoring the Equity Mates Summer Series.

    9 January

    Sponsored by Sharesies

  • Australia's hottest lithium project - Core Lithium | Summer Series

    Australia's hottest lithium project - Core Lithium | Summer Series

    Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Core Lithium, and we’re joined by Henry Jennings from Marcus Today.

    5 January

    Sponsored by Sharesies

  • $3 for Guac, $1,500 for a share - Chipotle | Summer Series

    $3 for Guac, $1,500 for a share - Chipotle | Summer Series

    Today we’re chatting about Chipotle, and we’re joined by Emma Henderson from Magellan. Thanks to Sharesies for sponsoring the Equity Mates Summer Series.

    2 January

    Sponsored by Sharesies

  • Bonus: CoinSpot - Crypto Year In Review

    Bonus: CoinSpot - Crypto Year In Review

    Coming off euphoric highs of the year before, the crypto market has endured an environment of tightening monetary policy, which led to sell-offs, implosions of projects like Terra, bankruptcy filings of CeFi companies including Celsius Network and Voyager Digital and the climactic downfall of the FTX exchange.

    23 December

    Sponsored by Coinspot

  • Expert: Andrew Brown - A look back at 2022

    Expert: Andrew Brown - A look back at 2022

    Out of 14 predictions for the year ahead, Bryce, Alec and Andrew review each one and discuss the circumstances around those topics for 2023.

    22 December

  • Bold predictions wrapped for 2023
    General

    Bold predictions wrapped for 2023

    Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.

    19 December

  • Expert: Oliver Hextall - the investing opportunity in changing demographics | Fidelity

    Expert: Oliver Hextall - the investing opportunity in changing demographics | Fidelity

    In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographics Fund.

    15 December

    Sponsored by Fidelity

  • Bryce v Ren: 2022's Stock of the Year
    General

    Bryce v Ren: 2022's Stock of the Year

    Spotify thought they were the original wrapped - but Equity Mates has been wrapping up stock of the year for a few years now, and it’s time for us to look back at 2022. Bryce picked Macquarie, and Alec chose IAC… who’s come out ahead?

    12 December

  • Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions

    Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions

    It’s not just a first world nightmare though – this is something car companies are doing! Today Bryce and Alec ask – why are carmakers charging monthly subscriptions? And what does the future of buying a car look like?

    9 December

  • The world's only listed pure-play podcast company  | Emily Villatte - CFO of Acast

    The world's only listed pure-play podcast company | Emily Villatte - CFO of Acast

    In today's episode Alec, Bryce and Emily discuss the business of Podcasting and the commercial growth within the media space.

    8 December

  • Believe it or not, the Aussie share market is up over the past 12 months

    Believe it or not, the Aussie share market is up over the past 12 months

    In today's episode, Bryce & Alec discuss one key learning from the market that they have from the past week.

    5 December

  • Marcus Padley & Henry Jennings - Chickens don't make money | Finfest

    Marcus Padley & Henry Jennings - Chickens don't make money | Finfest

    Marcus Padley and Henry Jennings from Marcus Today are two of the most engaging investors out there.

    1 December

  • Bonus: Ed Kavalee on why Australia will beat Denmark
    General

    Bonus: Ed Kavalee on why Australia will beat Denmark

    Ahead of Australia taking on Denmark tomorrow, Ed Kavalee, Bryce & Alec chat all things FIFA World Cup. Who will win, and why! Warning: There may (or may not) be some conspiricy theories discussed in this short 9 minute episode.

    1 December

  • 12 stocks for the next 12 months
    General

    12 stocks for the next 12 months

    The Sohn Hearts & Minds Conference was held last week in Hobart, so in this episode Bryce & Alec go through the 12 stock pitches from 12 experts and they hand pick a draft portfolio from the conference.

    28 November

  • Expert: John Caulfield - Van Eck - ETF

    Expert: John Caulfield - Van Eck - ETF

    In this episode Bryce & Alec ask John to explain carbon credits, how they reduce carbon emissions, the difference between the different types of carbon credits, and why an ETF can be helpful in accessing this investable asset class.

    25 November

    Sponsored by Van Eck Australia

  • Expert: Kenneth Stanley - AI researcher on how innovation occurs

    Expert: Kenneth Stanley - AI researcher on how innovation occurs

    Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI.

    24 November

  • Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next)
    General

    Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next)

    We wanted to release an episode about The Business of the World Cup on our sister podcast The Dive - and we had a chat with friend and Equity Mate Ed Kavalee.

    21 November

  • Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot

    Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot

    In today's episode, Bryce & Alec are joined by Darcy to discuss some of the details around what we know (and what is speculated) around the goings-on of Sam Bankman-Fried and his posse of directors and executives in the Bahamas.

    19 November

    Sponsored by Coinspot

  • Expert: Steven Glass - Balancing growth & value with sustainable investing

    Expert: Steven Glass - Balancing growth & value with sustainable investing

    Steven Glass is the Managing Director and Investment Analyst at Pella Funds Management. Global Responsible Investing, targeting consistent, sustainable returns & advocating for a better planet.

    17 November

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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