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.
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!
ESG: Should I invest ethically? We unpack the debateThis episode Alec and Bryce start a new chapter - about all things ESG. In this first episode, they look at the landscape, and answer the most basic questions - just what is ethical investing, why you would consider ethical investing as part or all of your portfolio, what are the arguments for and against, and they share their personal views.
Community: Sam Koslowski - Stock Tips & Start-Ups | The Daily AusSam Koslowski is one half of The Daily Aus, a news source for millennials who want the top news in under a minute a day. Alongside running his busy startup, Sam is a keen investor, and he joins Alec and Bryce to talk about his journey in the stockmarket, from his very beginnings, through to his biggest investing mistake, and his greatest wins.
Community: SMH Journalist Jessica Irvine | 6 Things I’ve Learnt Since Becoming a Newbie Sharemarket InvestorBryce and Alec continue their conversation with our wide community of investors, and today they talk to Jessica Irvine, Senior Economics writer for the Sydney Morning Herald. In this conversation, they talk about what barriers Jessica saw that made her hesitant, how she overcame these challenges, and the resources that were really helpful when she was researching those first steps
The Basics of Fixed Income & How to Invest In It | BlossomWe talk about the need to diversify your portfolio a lot at Get Started Investing. This episode, Bryce and Alec talk to founder and Chief Investment Officer at Fortlake Asset Management, Dr Christian Baylis. Together they talk about why you should invest in fixed income, what role it plays in a diversified portfolio, and the process Christian goes through to assess a fixed income investment.
Brought to you by Blossom
Community: DJ Tigerlily on aligning your investments with your valuesOn this episode of Get Started Investing, Bryce and Alec are joined by Dara Hayes… who you might know better by the name DJ Tigerlily. Dara is one of Australia’s most successful DJs… and her day job sees her touring the world, playing some of the biggest clubs across the globe, playing to tens of thousands of people all over the world, from Australia, Asia, Europe and the USA.