Equity Mates Investing Podcast

Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL). Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit. As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype arou...

There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound. This year, we want to trial as many platforms as possible and share how we think about incorporating them in...

Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Tune in as we chat about a massive number of companies including: De Grey Mining Ampol Breville Group IDP Education Antipa Wildcat Resources Sun Silver GQG Partners Web Group and Web Travel Group —------ Want to get involved in the podcast? Record a voice note or send us a message on our website...

Call the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over. That's not all we cover in another big episode: Luke Laretive returns for another Pimp my Portfolio We debate Novo Nordisk v Eli Lilly - which would we buy? The latest data shows...

Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to just focus on the price, we want to better understand the emerging technology stories and use cases. Whenever we want to understand the world of crypto, we turn to the team at the Crypto Curious Podcast ( Apple | Spotify ). Blake Cassidy is a co-host of Crypto Curious and the CEO of cryptocurrency micr...

Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going. Then we unpack how we would fit gold into a portfolio (and how it has ripped over the past 20 years) and chat about some of the fastest moving stocks for 2025. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —----...

Buy or Sell with Adam Keily is back for 2025! In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners. Tune in to hear Adam's take on the following companies: IFL PLS BWP AMC EIQ XRO JBH RMD EVN ALL —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to ou...

There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of the long-term opportunity when it comes to investing. We'll be covering: How the US market has gone despite all of the political noise The impact DeepSeek has had on AI stocks Where Michael Burry and Bill Ackman see opportunity The best entrepreneur you've never heard of and the listed company he run...

Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future. In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them). Tune in to hear us unpack...

Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing we unpack what they might mean for Australian companies. That's not all we chat about in another big episode of Equity Mates: Bryce has received a 51-page statement of advice The latest news on Aussie house prices - is it good news for buyers? Why Super Micro could be primed for a turnaround Some o...

Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform. But here's the thing - look back in previous years and this isn't the first time that prediction has been made. So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Pag...

Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure. That's not all we chat about in another big episode of Equity Mates: Answer a question on investing in cyclical stocks Explain the biggest risk when analysing cyclical stocks Speak to Chris Judd of Cerutt...

In today's episode we catch up on our budgets and spending plans for the year ahead. Tune in to hear us unpack: How we spent in 2024 How much of our salaries were we able to save and invest Our financial goals for the year ahead Where we think we can improve our spending habits What our budgets are for 2025 This episode has been sponsored by PocketSmith. Thank you to PocketSmith for helping keep a...

Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. That's not all we chat about in another big episode of Equity Mates: We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend The short-lived stock market panic and why Nvidia will be okay How we approach our satellite investing Our 4-step checklist for finding grea...

Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: The most common client goals for 2025 How we can all do a 'financial health check' Planning to buy property Man...

What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates: Why Star Casino has flagged it may not be able to continue operating Westpac's dire prediction for iron ore in 2025 Our core & satellite investing strategy and why it works A compari...

At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead. Tune in to today's episode to hear Andrew's thoughts on: Where the US stock market will move Why time might be up for the Aussie banks Why luxury goods and alcohol stocks aren't primed for a rebound any time soon The technology stocks that are looking cheap Wh...

We're back for 2025! Every year at Equity Mates we like to kick off with bold predictions for the year ahead and each picking our 'stock of the year'. Tune in to today's episode to hear what we think investors need to be paying attention to in 2025, what might happen across the global economy and which stocks may be in line for a good year. —------ Help us continue improving Equity Mates in 2025 b...

Mark Lamonica is the Director of Personal Finance at Morningstar Australia. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Mark, we're unpacking: What opportunities Mark is seeing in the current market How Mark has very clearly defined h...

Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Will, we're unpacking: Fairlight's investment philosophy and how they've built an enviable track record Will's lov...

Scott Phillips is the Chief Investment Officer of The Motley Fool Australia. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Scott, we're unpacking: How a cold email saw Scott find his way into the finance industry The training process th...

James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with James, we're unpacking: James' unconventional path into funds management How James research...

Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Chris, we're unpacking: Chris' transition from public markets to private...

Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/ Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Catriona, we're unpacking: How Catriona got her start in the finance industry Where Catriona is seeing opportunities in...

Elise Kennedy is an investment analyst at Schroders. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Elise, we're unpacking: How Elise got started in finance The lessons learned moving from sell-side to buy-side Where Schroders is looking...