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PODCAST

Equity Mates Investing Podcast

Equity Mates Media

Bryce and Alec bring you Australia"s best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

business investing

All Episodes

35:59

Expert: Sorin Roibu - Alibaba and Baidu to beat...

Equity Mates Investing Podcast ·

2024/10/17

Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.In a wide ranging conversation, we unpack:Why value investing is one of the most overused terms in investing circlesHow Brandywine Global looks for multiple ways to win in an investmentWhy

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33:35

We review the 3 new defence ETFs, Elon's mixed week &...

Equity Mates Investing Podcast ·

2024/10/16

Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode.Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs:Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024Global X Defence Tech ETF (ASX: DTEC) - 7 October 2024On

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50:21

Matt Barrie: How Australia's Housing Market Became a...

Equity Mates Investing Podcast ·

2024/10/14

Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic future. Matt offers his unfiltered take on why Australia’s property bubble is unsustainable, how mass immigration and flawed policies are driving a cost of living crisis, and what he believes is needed to avoid a catastrophic collapse.Links mentioned in the episode:Matt's article: "The Great Australian Scream"Follow-up article: "Put Another Aussie

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29:30

Seth Klarman's portfolio revealed, the end of obesity...

Equity Mates Investing Podcast ·

2024/10/13

Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme. We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover:How one decision by Chinese policy-makers rippled through markets around the world America has seen its first

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45:11

Expert: Cameron Blanks - 3 key lessons from 20 years...

Equity Mates Investing Podcast ·

2024/10/10

Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Cameron first joined Pacific Equity Partners in 2002 and in today's episode he unpacks 3 key lessons from more than 20 years in private equity. He also unpacks a number of case studies from Pacific Equity Partner's history that illustrates timeless investing principles that are applicable for public and private market investors alike. —------Thank you to

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35:15

Pimp my Portfolio with Charlie Viola, the math behind...

Equity Mates Investing Podcast ·

2024/10/09

Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth, Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio. That's not all we cover in a big episode of Equity

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35:09

Expert: Sumit Gautam - Why AI won't deliver in 2025

Equity Mates Investing Podcast ·

2024/10/07

Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025. In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets". In this conversation he unpacks:His investment philosophyWhy private equity outperforms and how he is taking that approach to public

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34:12

How the US election will impact your portfolio, Owen...

Equity Mates Investing Podcast ·

2024/10/06

Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio. Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago. That's not all we cover in a big episode of Equity Mates: The US dock workers strike and how it could affect Australia OpenAI's latest funding round and Sam

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35:42

ASX's best start since 2013, is Boeing a buy after...

Equity Mates Investing Podcast ·

2024/10/02

Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August).Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days.Enough about our

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40:27

Ask an Adviser: We were under-insured, you probably...

Equity Mates Investing Podcast ·

2024/09/30

Insurance. It’s more interesting than you think.Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too. Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including:What kinds of

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31:01

Bryce's portfolio revealed, Aussie inflation improves...

Equity Mates Investing Podcast ·

2024/09/29

Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. That's not all we cover in a big episode of Equity Mates:Australian inflation is now back under 3%. But don't go celebrating just yetNegative gearing is back in the news and we unpack our view on the controversial tax break for property investors Meta has announced their next-generation augmented

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26:26

A deep dive on our personal finances - Quarterly...

Equity Mates Investing Podcast ·

2024/09/26

Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Tune in to today's episode as we lift the lid on our own money habits as we unpack: How we set up our personal finances and budgetsWhat we've been spending on this quarter Of the money we've been saving, what have we been investing

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31:36

Investor confessions, RBA holds interest rates & our...

Equity Mates Investing Podcast ·

2024/09/25

Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. That's not all we cover in a big episode of Equity Mates:Microsoft is re-opening an infamous nuclear power plant to power its AI ambitionsNike is replacing its CEO and the market celebrated REA group isn't giving upHow capital gains tax works and how you can best

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38:54

Super-for-Housing is still a bad idea, Luke Laretive...

Equity Mates Investing Podcast ·

2024/09/22

One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates:Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is

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31:52

Ren's portfolio revealed, the world is cutting rates...

Equity Mates Investing Podcast ·

2024/09/18

The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. That's not all we cover in a big episode of Equity Mates:Bryce's latest investment is an Aussie mining companyThe world is cutting rates, so why isn't Australia?OpenAI had unveiled a new PHD-level AI Why we love the resilience of the share market (and you should too!)—------Want to get involved in the podcast? Record a voice note

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36:49

Ask an Adviser: Inside Liam and Emma's first advice...

Equity Mates Investing Podcast ·

2024/09/16

What actually happens when you go to get financial advice? As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it. To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang. Listen as we take you inside the room and unpack

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30:41

Rupert's real-life Succession, Ren's latest buy &...

Equity Mates Investing Podcast ·

2024/09/15

Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his chosen successor Lachlan's control of News Corp. That's not all we cover in a big episode of Equity Mates:Apple's latest iPhone announcement including their AI launch Some of the more exciting, less covered aspects of the Apple launch (and an investment idea Ren's running with as a result)Celebrating two Australian exports taking on the world The

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29:55

Why Index Investing: Because indexes are forever |...

Equity Mates Investing Podcast ·

2024/09/12

Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes:Ensure you don't miss out on growthOffer income without the hassleCut your losers, double-down on your winnersAre designed to last forever (this episode)In this episode we're taking a closer look at why indexes may be the only truly timeless investment product.We all love the idea of being a long term investor, but not every investment is designed to be long-term

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32:54

Channel 9: Australian housing to fall 50%, hiding...

Equity Mates Investing Podcast ·

2024/09/11

"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9. That's not all we cover in a big episode of Equity Mates:How Channel 9 and Channel 7 have reported very similar stories before Investor Confessions returns with two new confessions We unpack what has made Nvidia such a great

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31:59

Nvidia's record loss, are hedged ETFs worth it,...

Equity Mates Investing Podcast ·

2024/09/08

Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode. We also cover the news of the day, including:Nvidia just experienced the largest one-day loss of value in history. We unpack whyThis year's largest takeover in Australia, AirTrunk was acquired by BlackstoneHedged v Unhedged ETFs and whether they are worth itAdam Dawes joins for another Pimp my Portfolio Resources

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1,059 results

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