Equity Mates Investing Podcast

We go over what we learnt this week, and Bryce did his homework! Also, the return of Ren's Book Bonanza - who's going to win a book this week? The Betashares GGUS Factsheet And a couple of thought starters:  ASX’s ETF checklist - weirdly sponsored by SPDR: Rask ETF checklist Betashares’ checklist Order Get Started Investing on Booktopia or Amazon now.  If you want to let Alec or Bryce kn...

Today we chat to Ricky - is the founder, Chief Investment Officer and Chief Executive Officer of Eminence Capital. Ricky founded Eminence in 1999 and has grown it into a $5.7 billion dollar asset manager. He's speaking at the Hearts & Minds conference on the 18th of November.  Haven't heard of Sohn Hearts & Minds Investment Leaders Conference? It's Australia’s leading finance con...

We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza! Order Get Started Investing on Booktopia or Amazon now.  If you want to let Alec or Bryce know what you think of an episode, contact them here .  Stay engaged with the Equity Mates community by joining our forum .  Make sure you don't miss anything about Equit...

Today's special 'bonus' episode has Bryce and Alec talking investing ... but NOT talking stocks. Bryce admits he was quite the Pokemon Trading Card trader in his high school days and so the lads discuss the money and investing opportunities behind trading cards. Yep ... pieces of cardboard can be expensive! This episode is brought to you by eBay . eBay is the original online marketplace for collec...

Wayne Jones is the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund . Since the inception of the fund in 2002, Ganes has returned 12% per annum, compared to 9% for the ASX300 accumulation index. Wayne has held senior finance roles in the private healthcare sector for many years and was a freelance analyst for The Intelligent Investor between 2001 and 20...

It's been a big week and on the back end of Equity Mates FinFest so Alec and Bryce chat about what they have learnt in the markets this week. We have included one of the live sessions from Henry Jennings at Equity Mates FinFest where Henry was given the task of presenting a high conviction stock pitch ... 15 minutes, no notes, no Powerpoint presentation. Henry discusses why Core Lithium is his hig...

We're still reeling from Finfest, and it's more than a few days on... We chat on mic about how great the day was, your feedback and our future plans, before featuring one of our favourite talks from the day - the fantastic Emma Fisher who kicked things off in the Magellan tent. Order Get Started Investing on Booktopia or Amazon now.  If you want to let Alec or Bryce know what you think of an...

At the end of every quarter we receive so many investor letters, from all around the world, from all different types of funds, sharing what they're seeing from a macro perspective and stocks they're investing in and stocks they're selling. It is a great insigth into what professional investors are thinking. And it's ALL FREE! So in this episode Bryce & Alec discuss 3 investor letters that caug...

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management . Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry. At J.P. Morgan Asset Management, he is responsible for offering thought leadership and explaining market data and trends to wholesale and institutional clients, investors and the bro...

This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Plenty of companies that were telling the market they were future leaders, are now trying to tell the market they’re currently solvent. How do you sift through the marketing spin and identify the true gems? James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leader...

Equity Mates is proudly working with the ASX CEO Connect , which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's...

Brian Armstrong is the co-founder and CEO of Coinbase . Brian and his co-founder, Fred Ehrsam, founded Coinbase in 2012 as a way for investors to trade Bitcoin and other digital currencies. Ten years later, Coinbase is a $20 billion company, listed on the NASDAQ, with more than 103 million users worldwide. ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The m...

A big episode today. Bryce & Alec start off by discussing 'what they have learnt' this week around investing. We're 9 months into the year, so we look at some of the major news headlines from the ASX in the past year and discuss how they have affected the markets. Plus a bit of fun 'predicting' what some of the headlines might be in the next 9 months. Lastly, the British Pound has been whacked...

Tim Carleton is the founder of Auscap Asset Management , which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldman Sachs. Tim has previously pitched stocks at two Hearts & Minds conferences, pitching Macquarie Group in 2017 and JB Hi-Fi in 2018.  Sohn Hearts & Minds Investment Leaders Conference - Australia’s leading finance conference, dedicated...

Bryce & Alec discuss what they've learnt this week in the markets. Speccy Magee returns with his party hat on, and we finish off this episode with a sample of our new companion to THE DIVE podcast ... we're calling it THE HEADLINES and you can have listen to a sample at the end of this entertaining ep. **** FINFEST is ONLY 33 DAYS AWAY! The market’s closed and the bar is open. Come and trade i...

Dan Annan is the CEO of Cosmos Asset Management (CAM) . Cosmos is a relatively new Australian asset manager looking to list crypto-focused ETFs on Australian stock exchanges. Dan has extensive experience in the local and global funds management industry, with over 15 years dedicated to Exchange Traded Funds (ETFs). Before CAM, Dan was head of BetaShares Institutional ETF Business for three years....

Divya Narendra is the CEO and co-founder of SumZero , the world’s largest professional investor community. He also co-founded HarvardConnection with Harvard University classmates Cameron Winklevoss and Tyler Winklevoss. Books mentioned: The Intelligent Investor : The Definitive Book on Value Investing - Margin of Safety : Risk-Averse Value Investing Strategies for the Thoughtful Investor - You Can...

Bryce & Alec are joined by the podcast hosts from Talk Money To Me, Candice & Felicity. Candice Bourke and Felicity Thomas are financial advisors at Shaw & Partners and hosts of Talk Money to Me podcast. Candice is a Senior Investment Adviser and Felicity is a Senior Private Wealth Adviser, and together they are passionate about improving financial literacy and closing the retirement g...

Chris Bedingfield is the Principal & Portfolio Manager of Quay Global Investors . Chris has more than 30 years of experience working as a real estate specialist with a background in investment banking, equities research and investment management. He is a co-founder of Quay Global Investors, and co-launched the Quay Global Real Estate Fund (Unhedged) in 2014. Book mentioned: The 7 Deadly Innoce...

Bryce & Alec wrap up the news from the past week with a little segment they like to call "What have you learnt this week?". With the Equity Mates Office discussion in over-drive about House of the Dragon and Rings of Power this week, it got us thinking about Warner Bros Discovery. So we figured let’s do a deep dive on the company and then do a 'bull v bear' broad analysis and explain how we bu...

Head of Research & Portfolio Management at InvestSmart , Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011. This episode is sponsored by InvestSmart Alec mentions a prev...

Joe Magyer is a private investor with 17 years' professional experience across funds management, equity research, and investment banking. Joe co-founded Lakehouse Capital and until recently was Lakehouse’s Chief Investment Officer. Books mentioned in this episode: The Checklist Manifesto : How to Get Things Right - Atul Gawande The Art of Profitability - Adrian Slywotzky  **** FINFEST - get y...

Bryce & Alec wrap up the news from the past week. All you need to know about earnings season including 10 companies that caught their eye along with all the overall takeaways from reporting season around the world. Alec explains why "Good news is bad news". Bryce and Ren go head to head in ... (insert boxing bell effect) .. The Ultimate Retail Battle battle battle battle ... Woolworths v. COLE...

This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Amit Goel is the Lead-Portfolio Manager, Fidelity Global Emerging Markets Fund and Portfolio Manager, Fidelity India Fund. We found this to be a fascinating conversation with Amit, who exposed a number of new companies to us that we'd never heard of - which we love! Amit is clearly incredibly passionat...

Bryce & Alec wrap up the news from the past week. All you need to know about earnings season. With Disney announcing that they are entering the sports betting industry, the boys do an Industry deep dive on what could potential be the second most unethical industry they've ever reviewed. Alec mentions an article about Wall Street’s ‘Billionaire Brawl’ for Control of a Gaming Empire - Also this...