Equity Mates Investing Podcast

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment.

In this episode, we cover:

Resources discussed:

Want to ask a question or join us on the podcast, hit us up viaour website. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing.

In this episode we take a moment and reflect on the past 7 years. We discuss how we started, the milestones along the way and get into the business behind the podcasts.

Reaching 1,000 episodes would not have been possible without the incredible community we've built along the way. So however you engage with Equity Mates, we want to say a massive thank you for joining us on the journey. We're passionate about financial literacy and believe that what we've learned over the years are critical life skills for all people. We hope our podcasts have helped you build your skills and take the next steps on your financial journeys.

Here's to the next 1,000 episodes!

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie.

Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite.

Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy transition. Hear how Hazer Group are trying to scale their technology and play their role in the world's decarbonisation push.

—------

Thank you to Hazer Group for sponsoring this episode.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners.

Hear what Adam thinks of Grant's portfolio and how he can take it to the next level.

Here's what else we cover in today's episode:

Resources discussed: 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

In this recording of our Sydney live show, we opened up our Ask an Advisor format and gave you the chance to ask your most pressing financial questions.

Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice.

In this conversation we cover:

Resources discussed: 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now.

We've done the work and created our own group: Australia's Dividend Darlings.

Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years.

Here's what else we cover in today's episode:

Resources discussed: 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

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.

In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses.

In today’s episode we cover: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Thank you to Airlie Funds Management for sponsoring this episode. 

You can find out more about their range of funds, including the ASX-listed Airlie Australian Share Fund (ASX: AASF), on their website

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars.

This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode.

Here's what else we cover:

Resources discussed: 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

We're back for the latest episode of Buy or Sell.

In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners.

Do you have a stock you want to ask about? Hit us up via our website. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11.

Here's what else we cover in this episode

Resources discussed: 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

In the past month, both Truth Social and Reddit have listed on the stock market. We compare the pair and ask what next for Donald Trump's social media company.

That's not all we cover in a big episode of Equity Mates:

Resources discussed: 

Have a question? Ask via our website and we'll answer it on the podcast.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout. 

In today’s episode we cover: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

A big thank you to Australian Property Scout for sponsoring this episode. 

To find out more, head to their website or check out Sam’s podcast: Scouting Australia. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs.

In this episode we cover:

Resources discussed: 

Have a question? Ask via our website and we'll answer it on the podcast.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. 

Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. 

In today’s episode we cover: 

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Thank you to Magellan Financial Group for sponsoring this episode. 

You can find out more about their range of listed infrastructure funds on their website. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode.

Here's what else you'll hear

Resources discussed: 

Emoji's in title - yay or nay? Let us know via our website. 

Submit your portfolio or ask a question, also via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears.

In this episode, we unpack those questions. Including:

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out?

That’s not all we discuss in another big episode of Equity Mates: 

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. 

Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. 

In today’s episode we cover: 

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Thank you to JP Morgan Asset Management for sponsoring this episode. 

You can find out more about their range of ASX-listed Active ETFs on their website.

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode.

That’s not all we discuss in another big episode of Equity Mates: 

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

We're back for the latest episode of Buy or Sell.

In today's episode, Adam Keily is joined by Andrew Page of Strawman.com.

Do you have a stock you want to ask about? Hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The past 10 years has seen some incredible Australian companies emerge and make their mark here in Australia and around the world. On today’s episode we take a look at the top 5 ASX-listed companies of the past 10 years. 

Hopefully you had a couple in your portfolio. 

That’s not all we discuss in another big episode of Equity Mates: 

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. 

That’s not all we cover in today’s episode:

Resources discussed: 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University and is known in the finance industry as the “Dean of Valuation”. 

In this episode we cover:

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all. 

In this episode we also:

Links mentioned:

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode. 

That’s not all we cover in another big episode of Equity Mates, you’ll hear:

Links mentioned:

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Insurance. It’s more interesting than you think. 

We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it. In particular:

Want to speak to someone from Phil’s team? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

A big episode to start the week here at Equity Mates. We:

Links mentioned:

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

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. 

We speak to Dr Michael Winlo, CEO and Managing Director of Emyria (ASX: EMD) about the recent rescheduling of MDMA and psilocybin and his company’s efforts to introduce psychedelic-assisted therapy into Australia. 

Want more? Read our write up on Emyria. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Wondering how we set up our portfolios here at Equity Mates? In this episode we cover how we’re investing for 2024, across both our core and satellite portfolios. 

We also: 

Links mentioned:

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills ours. 

In this episode we want to go beyond Nvidia and have a broader conversation around semiconductors. Including:

And that’s just the start of this episode. We also:

Links mentioned:

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Earnings season is in full swing and we cover a number of companies that have caught our eye: Commonwealth Bank, A2 Milk, Cochlear, Lionstown, Domino's Pizza, Cettire & more.

After that we speak to James from the Equity Mates community who has been keeping a close eye on New Zealand dairy player Synlait Milk.

Links mentioned:

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.  

In this episode we hear why Andrew thinks:

Links mentioned:

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

We’re back for 2024! And we’ve got a lot to catch up on. 

In this episode we:

Links mentioned:

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States. Specialising in auto parts retail with its own private label brands, AutoZone boasts a robust network of 7,140 stores spanning the United States, Mexico, Puerto Rico, Brazil, and the US Virgin Islands. Unique to its operational model, all AutoZone stores are corporately owned, as the company operates without franchises. We're joined by Anthony Doyle, the Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund, to go through the numbers. He goes through his thoughts on where the company trying to build a sustainable competitive advantage, what he'd be most concerned about if you were to invest, and if the company is successful in its ambitions, what that'll look like in 10 years.

The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. 

Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Today we're talking about Lowes - not to be confused with Australia's Lowes - this is a hardware giant listed over in the US. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States. As of Oct. 28, 2022, Lowe's and its related businesses operated 2,181 home improvement and hardware stores in North America. We unpack the company on our own before being joined by Tracey Wahlberg - Investment Analyst at Magellan - who helps us go through her analysis.

The Equity Mates Summer Series is proudly supported by CommSec, who make it easy to tap into the world’s leading share markets. We’re covering plenty of global stocks in this series that are likely to get you excited, and CommSec has 13 international markets available, from the US, to Norway, Germany and Japan. Get the access you need as a global investor. Invest in shares on the US Market from just $5 USD brokerage.

Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Correction [02:25]: Mineral Resources has recently noted the total purchase price for the Bald Hill lithium mine will be higher than the $260M referenced in this episode and by the AFR."

Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. Mineral Resources Limited (MIN), an Australian company, specialises in diversified mining services and resources, focusing on iron ore, lithium, and energy. As one of Australia's leading iron ore producers and a significant producer of lithium spodumene concentrate, MIN is committed to being a world-class entity in its field. This commitment is evident in their dedication to innovation, sustainability, and operational excellence, aiming to deliver outstanding value to shareholders, customers, and employees. To chat about it with us, is Fraser Christie - who's a member of the investment team at TDM Growth Partners.

The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. 

Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. This episode it's Corporate Travel Management Ltd, a travel management company, originated in Australia and has since expanded its operations to include the United States and the United Kingdom. In 2020, the company entered the North American market through the acquisition of Travel & Transport, a TMC based in Omaha. Notably, the company manages a hotel booking portal for individuals returning to the U.K. as part of the government's Hotel Quarantine Program, successfully processing over 1.5 million transactions. To help us break it down, we're joined by Scott Phillips, the CIO at The Motley Fool.

The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market.

Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors:

Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.Convenience & Mobility, managing retail petrol stations across the country.

Our guest expert is Oscar Oberg, a seasoned professional, who's the Lead Portfolio Manager at Wilson Asset Management.

The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.

Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed circuit boards. So if you're unfamiliar, think of a microchip, with all the little wires and transistors on it, this software helps design those. As you can imagine, it's applicable to many, many industries. To break down this company today, we're joined by Jun Bei Liu - Portfolio Manager at Tribeca Investment Partners.

The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. 

Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

InMode develops, manufacturers, and markets devices harnessing novel radio-frequency (RF) based devices that strives to enable new emerging surgical procedures as well as improve existing treatments. We're joined by Tobias Carlisle, Principal at Acquirers Funds, who helps us explain what InMode does, tells us which metrics matter and which ones don’t, and where the company is trying to build a sustainable competitive advantage.

The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. 

Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services, catering primarily to business continuity and compliance needs of large companies, not personal devices. The company's journey began when founder John Fearon, seeking a backup solution for his business website, raised $300,000 on a Singaporean TV show, leading to the development of services like Dropmymail for email backup and Dropmymobile for smartphone backup. In 2016, the company rebranded to Dropsuite and made its debut on the Australian Securities Exchange (ASX) through a backdoor listing in December of the same year. Our Equity Mates Expert of the Year, and Ren's mentor, Andrew Page, joins us to chat through the thesis for and against the company.

The Equity Mates Summer Series is proudly supported by CommSec, the home of investing. If you’ve just started investing, or looking to build confidence, CommSec has free tools and resources available, before you even sign up, to help you on your journey. 

Get a grip on all the investing basics with CommSec. Start investing with as little as $50 through the CommBank app. Go to commbank.com.au for more. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions. Expanding from its initial focus on glass bottles and jars, Orora diversified into metal cans and plastic containers in the 1960s and 1970s, and later acquired companies like Amcor Limited and Orora Packaging Limited. In 2013, the company rebranded to Orora Limited, reflecting its broadened scope and commitment to innovative packaging solutions. We're joined by Anna Milne, from Wilson Asset Management, (who's quickly becoming our resident packaging expert) to go into this deep dive on the company.

The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don’t need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market.

Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its largest, generating $283.53 billion in revenue, largely driven by Google Ads and YouTube, which accounts for approximately 11% of Google's revenue. Google Cloud, offering a suite of cloud computing services, contributed $26.28 billion to Alphabet's revenue, highlighting its growing presence in the cloud sector. We chat about Alphabet - I mean, do we really need to give it an introduction? But then a returning Equity Mate favourite, Mary Manning, also joins us to unpack the company.

The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn’t enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.

Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.

If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don’t Stress, Just Invest now, click here.

You could win $500 by filling out our EM Community Survey. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services. Unlike traditional trucking companies, Landstar does not own trucks; instead, it relies on a decentralised network of 1,200 independent agents who work on commission, facilitating efficient and flexible freight solutions. We chat about our thoughts on the company, before we're joined by Will Dowd from Fairlight Asset Management, who gives his ideas!

The Equity Mates Summer Series is proud to partner with CommSec, the home of investing. Often we get frustrated with the lack of access to international markets, particularly when there are so many great opportunities outside of Australia. However, with CommSec those opportunities are a reality, with access to 13 international markets, from the US, to Norway, Germany and Japan. 

Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're launching into our 2024 Summer Series - an Equity Mates tradition! This year we're kicking off with NVIDIA, renowned for its innovation in graphics processing units (GPUs) and system on a chip units (SoCs). The company has seen a significant demand for its H100 chip, with a waiting list exceeding six months despite its $40,000 retail price. The company's stock value has impressively surged by 240% this year, marking a 1,000% increase over five years and an astounding 10,000% since 2014. We talk about what we know about the stock, before bringing in Kieran Moore from Munro Partners, who helps us dig into the facts and figures.

The Equity Mates Summer Series is proudly supported by CommSec, who make it easy to tap into the world’s leading share markets. We’re covering plenty of global stocks in this series that are likely to get you excited, and CommSec has 13 international markets available, from the US, to Norway, Germany and Japan. Get the access you need as a global investor. Invest in shares on the US Market from just $5 USD brokerage. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply. Investing in overseas markets exposes you to additional risk.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest now. Click here. Also, our 2024 community survey is now live. Click here to fill out the details and win! T&Cs are here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Commsec.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

And just like that, 2023 is almost over. We can't believe how quickly the year slipped away from us. Before we say goodbye to 2023, and welcome our Summer Series which kicks off on Monday 8 Jan, we're thrilled to announce the winners of our 3rd annual Equity Mates Awards! We reveal your Expert of the Year, as well as the themes, stocks, and platforms you're talking about!

Summer content recommendations

From Alec: Podcast: If Books Could Kill, Books: Caesars Coup (non-fiction), We Begin at the End (fiction).

From Bryce: TV: Line of Duty, Podcast: Prof G Pod.

From Sascha: Books: Killers of the Flower Moon (non-fiction), Podcast: Ghost Story.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year. He's returning to the studio to review the calls he made back in February. How many did he get right?

We'll be returning with more bold predictions after our Summer Series - why don't you send us your big calls: contact@equitymates.com.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's *almost* time to say goodbye to 2023, but first we need to have a look back at our bold predictions this year. Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring?  

If you want to catch up or refresh before we dive in, relisten here. The company Alec was talking about is Altect. We wrote an Uncovered article here: https://equitymates.com/general/uncovered-altech-batteries-asx-atc/

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series. This report has been running for many years, and today we unpick four key investing thematics emerging from the paper with Kerry.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

This episode contained sponsored content from J.P. Morgan Asset Management.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're back with our last Ask an Advisor for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior Private Wealth Adviser at Shaw and Partners. Jelena has over 16 years experience in the financial services industry, and talks to us about buying shares for kids, her hot stock tips ahead of Christmas, and the best (and worst) financial advice she's ever heard.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's our last episode of Buy or Sell featuring Adam Keily for this season. Thanks for listening and letting us know what you think of the show. To round out the season, Adam is joined by Andrew Brown from East 72. Together they chat about the stocks he's wanting to top up on, or wanting to sell out of. Remember, you can track our calls on the tracking page here.

We’d love to get your feedback on these pods – so make sure you’re sending us an email to contact@equitymates.com with your thoughts!

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

A sad week as we recorded to the news that Charlie Munger had passed away, just before his 100th birthday. We share our memories of the Berkshire Hathaway conference and swap stories about our favourite Munger-isms.

Then Ren chats about his thoughts on Alan Kohler's recent call out about the housing crisis in Australia (here's the link to the Quarterly essay) and we answer a listener question about share registers. Last of all, Henry joins Bryce for the last ever Mentored session for the year.

Tell us what you think at contact@equitymates.com.

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian Property Scout aims to retire 500 people by 2030. In this episode we talk about the current property climate, where Sam thinks it's headed, and what an individual investor should be doing.

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

This episode contains sponsored content from Australian Property Scout.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund.

The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers

If you want to go beyond the podcast and learn more, check out our accompanying email.

Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks Owen's thinking about, and whether he's buying or selling. Remember, you can track our calls on the tracking page here.

We’d love to get your feedback on these pods – so make sure you’re sending us an email to contact@equitymates.com with your thoughts!

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there's a new segment with Ren - he's got a BIG call to make.

Have your say in the EM Awards here.

Hear Crypto Curious' interview with Michael Saylor here.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets.

The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India Fund

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Fidelity.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings.

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

This episode contains sponsored content from Airlie Funds Management.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page here.

We'd love to get your feedback on these pods - so make sure you're sending us an email to contact@equitymates.com with your thoughts!

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who's choices you think are going to end up on top in 12 months time...

The speakers and the investments they pitched:

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He's pitching a stock at the Hearts & Minds conference, and ahead of his appearance he joins us to discuss emerging markets, and two stock deep dives - Uni-President Enterprises Corporation and Kotak Mahindra Bank.

There's a 20% discount available exclusively for the Equity Mates Community.

*

Which means the Hearts and Minds conference ticket price for Equity Mates Community: $400

*

Ticket Link: https://hubs.la/Q024hRFk0 Discount Code: EQUITYMATES2023

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Adam's back with another Buy or Sell - this time joined by our colleague, Felicity Thomas from Talk Money To Me. To check out the performance of her recommended stocks, have a look here.

We want your feedback on this series, and whether we continue it into next year. Send us your feedback to contact@equitymates.com.

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Not to leave Bryce with all the fun property chat, Ren has also gone and bought a house! We chat about how he's gone with that process, answer a listener question talking about dividend stocks and look at the bottom drawer shares that *could* be discounted at the moment.

If you want to go beyond the podcast and learn more, check out our accompanying email. Check out our Movember fundraising here as well. And as always, hit us up at ask@equitymates.com if you've got a question!

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India).

Remember, use the promo code: EQUITYMATES2023 to access the 20% discount available exclusively for the Equity Mates Community. Ticket price for Equity Mates Community: $400

Ticket Link: https://hubs.la/Q024hRFk0

If you want to go beyond the podcast and learn more, check out our accompanying email. Come say hi to us here.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

This week on Buy or Sell; Adam Keily, one half of Comedian V Economist, sits down with Andrew Page, the founder and Managing Director of Strawman.com.

10 stocks, one choice; Buy or Sell. This series will roll out over the next 5 weeks.

Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Hosted on Acast. See acast.com/privacy for more information.

Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick. Equity Mate Will writes through with a question about leveraged ETFs which has really got us thinking, and as usual we do a round up of the news and views that's got our attention.

Our Movember campaign is here. Come say hi to us at our links here.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

This Ask An Advisor, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com.

Ellie has been recognised as the IFA Goals Based Adviser of the Year for 2022 and was an AFA Rising Star of the Year finalist in 2019. She has also been featured on Channel 10’s The Project and has contributed to articles for the Australian Financial Review.

The links we chatted about:

Money smart calculator: https://moneysmart.gov.au/how-life-insurance-works/life-insurance-calculator 

Verse wealth: https://www.versewealth.com.au/

Ellie referenced an article about Tax Debt and Salary sacrifice: https://www.abc.net.au/news/2023-09-11/how-does-salary-sacrifice-and-salary-package-work/102776984

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's a special episode today - we're handing the controls to Adam Keily, one half of Comedian V Economist, for a special new series. Buy, Hold, Sell will roll out over the next 6 weeks, with a stellar line up of guests.

Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're talking about earnings season - which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow. Then Producer Sascha joins us to chat about some mystery stocks that appeared in her portfolio, and we're asking whether Bryce should go fixed or variable with his brand new home loan (which is causing a bit of trouble to *actually* sign off on).

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE. 

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

This episode contained sponsored content from J.P. Morgan Asset Management

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation. You can get his new book here. If you want to read more of Cory's thoughts, click here. This guy writes!

This is such a fascinating conversation, and we really got a lot out of this conversation - even though it wasn't a pure investing convo, if you've any investments in Google, Amazon, Spotify, actually, any of the tech names, there's a lot for you to think about.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren have a mea culpa to offer off their ep last week, Bryce is curious about the Ozempic effect and how it's now impacting big ASX stocks like CSL, we're joined by Equity Mate Sam, who needs help convincing his parents that his chosen path of stocks is better than an investment property.

Then Bryce is finally joined by his mentor Henry Jennings, who's back from Europe and they catch up about everything that's been going on for the past few months.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals. He introduces us to the world of mining explores, the business of the company, and goes into great detail about one of their biggest projects to date - Lake Hope.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren are joined by Rikki Bannan, who's Executive Director and Portfolio Manager at IFM Investors. She'll be speaking at the Hearts & Minds conference on the 17 November, but that stock is under lock and key, so we've asked her to bring two of her other picks to talk about today - 2 small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6).

If you want to attend the Hearts and Minds conference, we've a promo code for online tickets. Use promo code: EQUITYMATES2023 and get a 20% discount available exclusively for the Equity Mates Community.

*

Ticket price for Equity Mates Community: $400

*

Ticket Link: https://hubs.la/Q025W_5y0

Discount Code: EQUITYMATES2023

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Today Ren and Bryce chat about Bryce's huge news and how it's going to be a challenge to drown out the housing noise, the Ozempic phenomenon, and the rumblings about the threats coming to break up big tech. Then Ren gets back together with his Mentor, Andrew Page, and chats about 3 stocks he's got on his shortlist.

Please help us, and fill out the listener survey! https://forms.gle/EztvgJZaBUfkEXGM8

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Here at Equity Mates we believe that every company has a story worth telling. Uncovered goes beyond the ASX200 and tells the story of lesser known companies. Across the series we speak to founders, CEOs and industry leaders to hear about the problems they’re solving and the future they’re building. Today we're joined by 4DS Memory's Executive Chairman, David McAuliffe, and he shares with Bryce and Ren the details of what 4DS is, their ideal customer, and the recent success of the Fourth Platform Lot.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us.

You can check out Speedwell's new podcast here.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're joined by Glen James, the creator and host of My Millennial Money - and the whole MMM empire. He chats with Bryce and Ren about how to invest for kids, and together they discuss all the ways you can think about setting your children up for their financial future.

Things we talk about in the episode

Glenn’s books - https://www.mymillennial.money/our-books 

The ATO's info on investing for kids - https://www.ato.gov.au/misc/downloads/pdf/qc16210.pdf 

Glenn's blog on investing - https://www.mymillennial.money/blog/investment-for-kids-6-ways-to-invest-for-your-kids

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

This episode, Bryce and Ren are joined by Ben Lamm - the founder and CEO of Colossal Biosciences and a leader of the de-extinction movement. Some people spend their whole lives trying to build a successful company in one field, but Ben has managed to build successful companies in multiple fields - from education to defence. He joins the guys to talk about what he's learned about entrepreneurship and business, why de-extintion is important, and he also answers Bryce's very important Would You Rather: Go into the past and meet your ancestors or go into the future and meet your great-great-grandchildren?

Ben will be speaking at SXSW Sydney, between 15th and 22th of October.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Today we chat about the latest inflation numbers and our thoughts on future interest rate cycles, we get a call from an Equity Mates listener Matt in Canberra about his thoughts on El Nino and how that might present investing opportunities, and then Ren surveys 3 cracking stocks he's been researching.

Please help us with this short listener survey!

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan. Steve is co-founder as well as CEO, and in this chat, he talks through Imricor, how he first came across the idea and what has been the founding story to date. To find out more, https://imricor.com/

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This episode contained sponsored content from Imricor Medical.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're back with one of your favourites - an Ask an Advisor series! Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory. He chats about budgeting, whether to invest in shares or pay down your mortgage, and why he's super passionate about the advice industry.

If you want to go beyond the podcast and learn more, check out our accompanying email.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflation' labels on products that are getting smaller in front of our eyes, and Bryce re-pitches a stock he heard on another podcast. We hear from listener Paul, who's got some queries about how he should be thinking about rebalancing after a trigger-happy few years, and Ren, inspired by our epic chat with Saurabh on Friday, has gone and done a deep dive on India ETFs.

Here's the episode Bryce recommended: https://www.joincolossus.com/episodes/33864041/griffin-kingspan-influential-irish-insulation

And make sure you catch up with Saurabh if you haven't listened yet: https://equitymates.com/episode/expert-saurabh-mukherjea-why-you-must-be-investing-in-india-marcellus-investment-managers/

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments. This episode is sponsored by Blossom - we thank them for the support, it allows us to keep making free content for the Equity Mates community.

Blossom offers everyday savers access to 5.7% p.a. targeted returns from managed fixed income investments - something up until Blossom, only the big end of town could easily access! 

The team at Blossom want to level the playing field and bring fixed income opportunities to everyone. Whether you’re saving for a house, a car, a holiday or just because, Blossom helps you access the targeted returns you need to reach your savings goals faster. 

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Blossom

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers.

This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it. You can buy Saurabh's book here, and his website is here. Money Control is here and Screener.in.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan.

We mentioned this episode, if you want to go listen: https://equitymates.com/episode/zero-to-100-billion-in-six-years-tim-carver-of-gqg-partners-asx-ceo-connect-series/ 

And here's the article Ren mentioned about TopGolf: https://equitymates.com/general/boyar-research-topgolf-callaway-brands-nyse-modg/

If you want to sign up for our email list, click here.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Today we’re talking short selling in celebration of the new film coming out - Dumb Money.

This episode is sponsored by Roadshow Films in celebration of the launch of Dumb money - a brand new comedy based from the directors of I, TONYA, based on the insane true story of the GameStop short squeeze. Featuring a huge cast including Paul Dano, Pete Davidson, Sebastian Stan, Shailene Woodley, America Ferrera, Seth Rogen and more. In Cinemas from October 5th.

But, we've also tickets to give away! Details and enter here.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame. We loved this conversation where he went over the 14 companies he's invested in - with everything from amusement ride manufacturing to elite matchmaking - he explains what these companies have in common.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue.

Things we mentioned in the pod:

The Dive: The 3 QANTAS controversies explained

Expert Investor: Emilie O’Neill – The Research Process For ESG Investing and Expert Investor: Adam Verwey – Is sugar an ethical investment?.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40-70 small-to-mid-cap global companies.

The two stocks he brought to talk about with us are Keisei electric railway (TYO: 9009) and Quanta (NYSE: PWR).

This episode is sponsored by Fidelity - we thank them for their ongoing support of Equity Mates, which allows us to keep providing you with free content to become better investors

The two recommendations Maroun had are: our Chris Mayer episode and Richer, Wiser, Happier.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved, and the risks and thoughts around unlisted investments as a part of a portfolio.

Then we hear from two founders: Farmer's Pick and Vitable. To find out more about Equitise, click here.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds.

Things mentioned in the episode:

Sharesight discount: https://sharesight.com/equitymates

IPO Article: https://qz.com/tech-ipos-are-returning-this-time-with-profits-1850781855 

More about Serve Robotics here: https://www.serverobotics.com/

Stockspot article about investment bonds: https://blog.stockspot.com.au/investment-bonds/

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren to chat about the investment case for this alternative asset class.

This episode is sponsored by Oeno, and we thank them for their support. Our partners allow us to keep providing you with free content to help you on your investing journey. To find out more, click here.

Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

Kelly Shue argues that investors who focus on the E.S.G. rating of a company or an investment fund are making a fundamental mistake. This episode she joins Bryce and Ren to talk about this counterproductive impact. Kelly Shue challenges the common belief that E.S.G. (Environmental, Social, and Governance) investing makes the world greener. She argues that the math behind this concept doesn't add up and that the approach may not be as effective as many believe.

As Professor of Finance, at Yale School of Management, Professor Shue's academic interests lie at the intersection of behavioural economics and empirical corporate finance. Her research has explored the Peter Principle, compensation and promotions, gender and negotiations, the gambler's fallacy, contrast effects and non-proportional thinking in asset pricing, and executive social networks. Her co-author on this paper was Samuel Hartsmark.

To read Counterproductive Sustainable Investing, click here. Want more Equity Mates? Click here. 

Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network. 

Hosted on Acast. See acast.com/privacy for more information.

We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that leap out to them. Then we talk to Liam, an Equity Mate who wants to talk through the thinking of buying a thematic ETF, versus just buying the individual stocks that you're passionate about, and then Alex called in to ask Ren about whether he should keep bothering to read The Intelligent Investor.

Feedback form is here: https://forms.gle/SKrDm3yfucUkHjg98

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties using an online platform and proprietary AI algorithms. Today he joins Bryce to chat about the market here in Australia, the different types of real estate investing strategies open to us, and why you shouldn't limit yourself to buying in your backyard!

This episode is sponsored by PropHero.

PropHero are offering Equity Mates Listeners $1,000 off their product. Head to: https://prophero.com.au/equitymates

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

This episode contained sponsored content from Prop Hero.

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

We're joined by Glen Hare from Fox and Hare for another episode of Ask An Advisor! We put to him all of your excellent questions - if you want to ask a question in an upcoming show write to us at ask@equitymates.com

During the chat we learn why Glen wishes he studied psychology instead of finance, he goes deep into insurance, how to set up a family trust, and also name checks his favourite platforms for investing.

Also, big announcement from us – we’ve a new book! Don't Stress, Just Invest, is out now at all bookshops and you can order it from Amazon or Booktopia.

Want more Equity Mates? Click here. 

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.

Bryce is taking charge and diving into 'is there money in stadium tours?'. Join him, Ed Kavalee and Ren as they go through how Beyonce and Taylor Swift are in a race for the first billion dollar tour. If you want to suggest a topic, or just want more Equity Mates – click here. 

Want more Equity Mates? Click here. 

PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia. Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you!

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

*****

Equity Mates Investing Podcast is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Equity Mates is part of the Acast Creator Network.

Hosted on Acast. See acast.com/privacy for more information.