Equity Mates Investing Podcast

Trivia question: Only one of Disney's entries in the 30 highest-grossing films of all time is not a sequel or doesn't have a sequel. Can you guess it? You'll have to listen to find out... In today's episode, we take an in-depth look at Disney from an investment perspective. We explore the company's rich history, current structure, and financial performance. Joining us in the second half is Hatem D...

It’s the final episode of our Superannuation series, and today we explore the question of how to know if you’re on track for a secure retirement.  We unpack strategies to ensure you're prepared for different stages of life, what to do if you're not on track, and how to navigate the uncertainties of retirement planning. In today’s episode we cover:  The great unknown: how much we’ll need...

Our superannuation series continues, as we try to encourage the many Australians not engaged with their super to start paying attention! In this episode, we sit down with Aidan Geysen, a Senior Manager at Vanguard Super, to discuss the essential toolkit for setting up and managing your superannuation. We cover the basics of choosing the right Super fund, understanding the key criteria to consider,...

According to a Vanguard study, 1 in 2 working-age Australians have either not made contact in the last 12 months or indeed never made contact at all with their superannuation (this includes just visiting the fund’s website!). This is a big problem, given how important it is to engage with your super as early as possible. In this episode we break down the reasons why you should not be ignoring your...

On Friday, Guzman y Gomez announced their intention to list on the ASX. To talk about what next for the Mexican quick service restaurant giant, we jumped into the studio with co-CEOs Steven Marks and Hilton Brett. Here's what we cover in today's episode: The story of Guzman from one store in 2006, to more than 200 stores today Where they see their sustainable competitive advantage Their ambition t...

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.  When it comes to strokes, there is a saying: time is brain.  During a stroke, blood vessels are blocked and blood carrying essential oxygen cannot make it to brain cells. This lack of oxygen kills 1.9 million brain cell...

Housing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Here's what else we cover in today's episode: Luke Laretive returns for Pimp my Portfolio We chat about this month's book club pick: Unscrip...

If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process. Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare. In this episode we speak to both Emily and Glen about the financial advice...

Nvidia's earnings seem to be the biggest ticket in town these days. And their quarterly earnings last week did not disappoint. In business history, we've never seen a company this large grow this quickly. Tune in as we break down some of the wild numbers. Here's what else we cover in today's episode: We introduce a new segment: Mr Beat Up In it, we debate whether a beat up stock has been oversold...

Whether you dream of owning a home, are an owner-occupier or a property investor, we all want to know what drives house prices. Today, we sit down with recently crowned Buyers Agent of the Year , Sam Gordon, to understand what he's looking for. Resources discussed: RealEstate.com.au CoreLogic SQM Research —------ Thank you to Australian Property Scout for sponsoring this episode. Their support hel...

We're back with another industry deep dive, this time on Australia's $241 billion healthcare industry. It is an industry that is almost double Australia's $130 billion grocery sector, but it get's none of the hype. Here's a few more stats on the sheer size of the industry: 1.7m people employed, about 13% total workforce Total healthcare expenditure: About 10.3% of GDP Number of hospitals (both pub...

Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger. Companies discussed in this episode include: ARB Corporation Macquarie Technology Group Alliance Aviation Services Megaport Nick Scali Commonwealth Bank Telix Pharmaceuticals Adobe NovoNordisk Sage Group —-...

Last week we covered a number of well-known stocks that crashed in 2022 and have since made incredible recoveries. Today we look at the other side of the equation - those companies that haven't yet or may never recover. Here's what else we cover in today's episode: We look at the incredible life (and investment returns) of Jim Simons Adam Dawes returns for another Pimp my Portfolio We consider the...

This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation....

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling...

Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue). In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks...

There's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode: The RBA met last week and chose to hold the cash rate at 4.35% The RBA's commentary gave some clues on where to next for interest rates Disney...

Meshel Laurie is an Australian podcaster, radio host, stand up comedian and author. She hosts the podcast Australian True Crime as well as Can We Be Real? To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial intelligence. Resources discussed:  Check out Mes...

Warren Buffet is 94 years old. Yet, last weekend he sat on stage in front of 40,000 people and answers questions for 7 and a half hours. If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event. Here's what else we cover in today's episode: Apple's record-breaking $110 billion buyback Putting the buyb...

We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool. Get involved: Do you have a stock you want to ask about? Hit us up via our website .  Track previous Buy or Sell picks on our website tracker —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditio...

We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far. Here's just some of the highlights: Why Ren will never invest in an airline Snapchat is killing it - more than 400 million people use it every day Spotify keep growing as well The...

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 Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on: A graphene coating to better protect steel from corrosion Photocatalysis...

Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's episode: Luke Laretive joins us for another Pimp my P...

Professor Scott Galloway (aka Prof G) is a professor at the New York University Stern School of Business and host of some of the world's biggest podcasts - The Prof G Pod and Pivot . Today, he joins us to discuss how he made his money, how we invests today and his new book: The Algebra of Wealth: A Simple Formula for Success In this conversation, we unpack: His early life, including founding 9 (ye...

Between 1950 and 2009, 78% of companies listed on the US stock market went bankrupt. That was a finding from Geoffrey West in his book Scale. Makes the stock market seem pretty risky right? In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you can reconcile those two numbers and ultimately why c...