Equity Mates Investing Podcast

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 podca...

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...

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 Stres...

We're back with our last Ask an Adviser 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...

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 feedba...

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 ab...

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, ch...

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-a...

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...

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,...

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 inform...

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 conte...

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@equityma...

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: Ricky Sandler: Ashland Global (long) and Canon (short) Rikki Bannon: Telix Pharmaceuticals Tom Naughton: Swire...

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 mean...

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...

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...

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. Tic...

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 em...

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...

This Ask An Adviser, 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 art...

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 spir...

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...

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,...

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 c...