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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

40:07

Expert: Chris Judd - The biggest change creates the...

Equity Mates Investing Podcast ·

2024/08/05

The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, In today’s episode we speak to Chris about:His journey from football to funds managementHis investment philosophy at Cerutty Why liquidity is such an under-appreciated factor for all investorsAn

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23:52

Don't panic: the power of long-term investing,...

Equity Mates Investing Podcast ·

2024/08/04

Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and

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48:31

Expert: Casey McLean - Opportunities in Australia:...

Equity Mates Investing Podcast ·

2024/08/02

Think the Australian share market is boring? Casey McLean wants to change your mind.Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names.In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including:SiteMinderVentiaCSLCochlearResMedBoralCSRPolyNovoCar Group—------This episode has been

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37:02

Nuclear energy: Why it has been a top performing...

Equity Mates Investing Podcast ·

2024/07/31

We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why. So in this industry deep dive we're looking at:The adoption of nuclear energy around the world Why AI has become a huge driver of nuclear energy stocks The

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49:35

Ask an Advisor: Building wealth through different...

Equity Mates Investing Podcast ·

2024/07/29

As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Advisor episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages.We cover:Young and getting started: First job, travel, getting out of debt, thinking about propertyAccumulators: Key milestones, investing, planning for the futureStarting a family: Estate planning, thinking about kids,

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38:27

We're searching for the world's best moat, 1 million...

Equity Mates Investing Podcast ·

2024/07/28

We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website. We also take a look at incentives in the stock market and why investing means you have millions of people working for you. Finally, Luke Laretive joins us for

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31:19

Beware pre-IPO ETFs, will a 14th rate rise change...

Equity Mates Investing Podcast ·

2024/07/24

Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) but when we go under the hood we quickly realise they're not all they're cracked up to be. We'll unpack why in this episode. Finally, we take a look at a

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28:57

Buy or Sell: Felicity Thomas - Lynas, AMD, Playside...

Equity Mates Investing Podcast ·

2024/07/22

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify)—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business newsListen

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32:55

2024's best performing Super funds, Offset or invest...

Equity Mates Investing Podcast ·

2024/07/21

As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares.Resources discussed:Read more about the best performing Super funds—------Have an investing question?Ask via our

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41:39

Expert: Gary Monaghan - The outsized opportunity in...

Equity Mates Investing Podcast ·

2024/07/18

Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia.Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for the

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31:18

Aussie market hits all-time highs, can it continue? |...

Equity Mates Investing Podcast ·

2024/07/17

The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue?In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with

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41:21

Ask an Adviser: Tax strategies, leveraged...

Equity Mates Investing Podcast ·

2024/07/15

We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode. Here's what we cover it this episode:Setting up your finances as a

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34:14

Is Nike undervalued, the Aussie dollar is rising &...

Equity Mates Investing Podcast ·

2024/07/14

A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. That's not all we cover in a jam packed episode of Equity Mates:Why the Aussie dollar is risingThe opportunities for investors and consumers when the dollar is rising A framework to approach investing for kids Some of the assets that make

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40:16

Expert: Jennifer Wu - the core ingredients of a...

Equity Mates Investing Podcast ·

2024/07/11

Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management.Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios.In today’s

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36:21

Half year market wrap, the worst investing take, ...

Equity Mates Investing Podcast ·

2024/07/11

In today’s episode we:discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Acast. See acast.com/privacy for more information.

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45:39

Expert: Michael Frazis - Why I sold Nvidia

Equity Mates Investing Podcast ·

2024/07/08

Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. In today’s episode we cover:Michael's investing philosophyHow his growth fund rode the high's of 2020 and 2021 and the low's

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38:32

Having enough for retirement, mixed inflation news &...

Equity Mates Investing Podcast ·

2024/07/07

A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to

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38:08

Expert: James Abela - How you can spot the next...

Equity Mates Investing Podcast ·

2024/07/04

Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP).Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders.We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy.In today’s episode we cover:The characteristics

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37:20

Super Micro Computer: First you buy Nvidia, then you...

Equity Mates Investing Podcast ·

2024/07/03

Apparently the saying is “First you buy Nvidia, then you buy Super Micro”But have you heard of Super Micro Computers?In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market.We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro's investment

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24:01

Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq...

Equity Mates Investing Podcast ·

2024/07/01

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer.Companies discussed in this episode include:VanEck MSCI International Small Cos Quality ETF (ASX QSML)Nasdaq 100 (ASX: NDQ)Betashares Global Cybersecurity ETF (ASX: HACK)GlobalX Physical Gold (ASX: GOLD)VanEck MSCI International Quality ETF (ASX: QUAL)BHPCommonwealth Bank (ASX: CBA)Praemium (ASX:PPS)James Hardie Industries (ASX:JHX)ASX (ASX:

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1,061 results

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