Meet your hosts
Alec RenehanAlec 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 LeskeBryce 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.
Dollar Cost Averaging - what everyone wants to knowDollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period. For example; you may have $2000 you want to invest. Rather than investing the lot at once, you might invest $20 every fortnight. It takes away the emotion of buying and selling. Regardless of what the market is doing, if it’s up, or if it’s down, you will invest the same amount each time.You don’t have to think about it. What this means, is when the market is down, you will buy more, and when the market is up, you will buy less. So rather than risking all of your money at once, you buy into the market often, reducing the effect of the market moving up and down. It can be a great way to build wealth over time.
Community: Sascha Kelly - EM Head of Production admires Paris HiltonIn this episode we welcome our Head of Production, Sascha, to the studio and chat about her investing journey. She talks to Bryce and Alec about her investing journey to date, what mistakes she's made, the lessons she's gleaned from producing seven shows for Equity Mates Media, and why Paris Hilton is her investing idol.
ASX Week: Gemma Dale - How to build a balanced portfolioIn this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced.
ASX Week: John Caulfield - 5 mistakes ETF investors should avoidIn this episode, Bryce and Alec chat to John Caulfied, Director, Intermediaries and Institutions from VanEck, and what he thinks are the 5 mistakes ETF investors should avoid. We know that ETFs are something that the Equity Mates community loves, and hearing about other people's mistakes is a good way of not making them yourself! Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia), and he's also worked at the London Metal Exchange.
ASX Week: Helen Chong - Insights from the centre of Australian financeHelen explains the Role of the ASX and the changing nature of investors in Australia. Every year the ASX does an investor study which gives us a glimpse of the Australian investing landscape and who is investing where. Alec, Bryce and Helen unpack some of the key findings ... which are fascinating.
Thesis: The key ingredients for building a thesisIn the past two episodes Bryce and Alec have explained what 'is' a thesis, and why it makes an important tool within your investing journey. They discussed how to record your thesis, when to review it ... and what to do if its broken. In this episode we’re going to put it all together and understand the ingredients that go into a thesis. Because a thesis is like a recipe - you don’t want to go too heavy on one ingredient. If you understand the company really well, but don’t understand the competitors, you could make the wrong investing decision.
Thesis: How To Record & Track Your Investment ThesisIn this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.
Thesis: WTF is an Investing Thesis and Why Do I Need One?In the first of this three part series, Bryce and Alec talk about… well exactly what is a thesis, and why it does matter. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a couple of examples that we can all learn from.
ESG: What are my options?In today’s Get Started Investing, we rehash some of the concepts that we’ve learned over the past two weeks, outline the divestment v engagement debate, and then talk about what you should be looking for when you’re backing the professionals to select your ESG stocks for you, and talk about how to look for an ethical super fund.
ESG: What does ethical investing even mean?In this episode we’re going to try and answer the million dollar question - what is ethical? Bryce and Alec talk about considering what factors are important to you, examples of weighing these different factors, show you some places to find this information, and call some experts to ask them where we should be looking!