Equity Mates Investing Podcast

Tim Fung is the co-founder and CEO of Airtasker . Since its founding in 2012, Airtasker has grown to more than 4 million users and over $1 billion in work. Airtasker, trading under the ticker ART , listed on the ASX in 2021. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFes...

Roger Montgomery is the Chairman and Chief Investment Officer at Montgomery Investment and has been on the show several times previously. With all that is happening in the markets, we are seeing an enormous compression of P/E values and Roger explains, why this is happening and what it means, but more importantly some stocks that fit his funds buy and hold strategy. Be sure to check out Roger's bo...

Nathan Hughes is a Portfolio Manager of Perpetual’s Ethical SRI fund and Income Share funds. He has over 17 years experience in the industry, 11 of those at Perpetual. Perpetual’s Ethical SRI fund is an actively managed fund, targeting long-term capital growth and income through investment in quality shares of Australian ethical and socially responsible companies. The fund has just celebrated its...

There is so much great content here in the Equity Mates Media stable of podcasts. In this 'bonus' episode, Bryce & Alec shine the spotlight on Comedian v Economist . Electricity prices are going through the roof. Will they ever come back down? The big banks are cutting rates, is the cycle turning already? Someone stole the rights to a picture of a monkey and now someone can't make a TV show. T...

Bryce & Alec describe what they are doing with their own individual holdings during this time of turmoil in the markets, preparing for tax, and simply looking to cut-losses to re-allocate funds. Then the conversation shifts to two of the smartest investors on the globe, Warren Buffett and Cathie Wood, and what they are buying and selling to maximise their returns during the current market unce...

Julia Lee is a returning favourite here at Equity Mates. As the Chief Investment Officer of Burman Invest , Julia has been closely watching the Australian stock market and we’re here to unpack what Julia is seeing and how she is positioning her portfolio as a result. **** Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s bigges...

It’s brutal out there. We know that so many of you are questioning 'what to do'? What are your choices? How are Bryce & Alec gonna play in the current market? What are they looking to do? In this week's episode, Bryce & Alec show how these are the times historically, that people who invested, look back on and realised the buying opportunities. And if you'd love a great explanation on what...

Jon Erlichman is a correspondent and anchor for CTV National News, Canada’s most watched nightly newscast, and a senior anchor for Bloomberg Markets. But how we know Jon is as one of the most effective finance communicators on social media - if you don’t follow him on Twitter or watch his TikTok’s - you should. **** Calling all bulls, bears and party animals. The market’s closed and the bar i...

It can feel tough to get excited if you look at your portfolio at the moment. There's a lot of red! If we look back in history these are the times when investors really super-charged their returns, and so in this episode, Bryce and Alec discuss two investor letters that cover 12 different stocks. It's an episode of inspiration ... with a reminder to focus on the long-game. **** Calling all bulls,...

This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode Adam Dawes of Shaw & Partners is back with a Buy, Hold and Sell. If...

This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Dania Zinurova of Wilson Asset Management on...

This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Anthony Doyle of Firetrail on Top Investing Insig...

This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Rachel White of Vanguard, on the Changing Face of...

This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Lauren Jackson of Fidelity on Key Megatrends driv...

Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. Today's 'bonus' episode is the final in our three-part deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... casting your mind forward and thinking about what companies,...

Vince Pezzullo is the portfolio manager of Perpetual Equity Investment Company (ASX: PIC) and the Deputy Head of Equities at Perpetual. Vince joins us today with over 25 years experience in financial services, 13 of those at Perpetual. At Perpetual, Vince is also the portfolio manager of the Australian Share, Geared Australian Share, and Direct Equity Alpha funds at Perpetual.  ***** Calling...

The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a  free course  or become part of the highly-rated  Value Investor Program , where you’ll get  downloadable resources , learn to do your own  Discounted Cash Flow  (...

Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next couple of Friday's we'll be releasing 'bonus' episodes where Bryce and Alec will be doing a deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... castin...

John Sevior founded Airlie Funds Management in 2012 after 17 years at Perpetual Investments, where he was Head of Equities. He has over 25 years of experience, managing funds of individuals, super funds, public institutions, and charitable organisations. Today Bryce and Alec sit down with John to unpack how everything unfolds at Airlie Funds Management , the investment process, his thoughts on cur...

In light of the news this morning, we've dropped this episode of The Dive in your feed. Make sure you're subscribed to keep up to date with all the news as it happens. On Friday, Sascha and Alec unpacked why Elon Musk would want to buy Twitter? Whether you consider Elon an eccentric, and unreliable leader, or an unrelenting champion of free speech, he’s achieved an extraordinary amount. He’s an en...

Bryce and Alec look at why there are some big deal being done by private equity as it throws it’s cash around in Australia. KKR are looking to buy Ramsay Healthcare (ASX: RHC) 18.3b market cap, was up 24% on Wednesday after KKR’s bid of $88 a share bid, valuing RHC at over $20 billion. If successful this would be the biggest leveraged buy out by a global private equity firm in Australia. Also, the...

Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next three Friday's we'll be releasing 'bonus' episodes where Bryce and Alec will be doing a deep-dive on industries that will be shaping Australia's future. If you are gonna Stake your claim to the future, then you need to think about the future ... casting yo...

We're introducing our eighth podcast - The Dive. Please search for 'The Dive' in your podcast player, and subscribe to hear the other launch episodes! In this episode, we talk about artificial intelligence. Because as non-scientists, we're the first to admit we don't really understand how it works. But coming out of COVID, one of the most remarkable things about the past two years was the speed at...

After the Buffett letters, the next most respected in the industry could be Nick Sleep and Qais Zakaria and their Nomad Partnership. The Nomad Partnership operated from 2001 to 2014. In that time the partnership returned 921%, while the MSCI World Index returned 117%. Basically (before fees) they 10x investors money. They then decided to hang it up! We find most investors haven’t heard of them or...

Bill Browder is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world - up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators, which was signed into law by President Obama in 2012 and subsequently adopted by a number...