Equity Mates Investing Podcast

It’s ASX Week! In today’s episode, Bryce and Alec talk to Anthony Doyle, who has over 17 years’ experience in global financial markets, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom. In this chat, he expands on his ASX presentation, where he explains how the Post-Covid market is different to the Post-GFC market, and the effects of differen...

In this very special bonus episode, Alec and Bryce are joined by none other than - Speccy Magee! Together they swap tall stories, and challenge each other to guess the fictional tales, from the real ones... This episode is brought to you by  Furphy . Crack One. Tell One.  For Over 18's only.  Order Get Started Investing on Booktopia or Amazon now.  If you want to let Alec...

Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beeneet is part of this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. If you haven't heard of Sohn Hearts and Minds before, the conference is one EM's favourite events in the investing calendar, where 12 local...

Bryce and Alec are back today with a conversation around SPAC City ... including We Work, and the Trump SPAC which is up by as much as 1,657% since the deal was announced. Then Alec pitches the Berkshire Hathaway of software. 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 .  Make sure you don'...

Mary Manning is PM at Alphinity Investment Management, managing the Alphinity Global Fund and Global Sustainable Fund. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an a...

Today, we’re going to discuss the energy transition and the investment opportunity of decarbonisation, with a focus on the solar industry. This episode is proudly sponsored by Instyle Solar, one of the largest solar companies in Australia, and a Clean Energy Council-approved retailer. Not only is solar a clean energy solution, but there are plenty of financial benefits as well, some of which we’ll...

This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, and close out with our final three questions we ask every guest. Yo...

ETF Securities have recently released a new ETF tracking the global FinTech industry with significant exposure to blockchain technology, decentralised finance, digital payments and peer-to-peer lending - ETFS Fintech & Blockchain ETF (Exchange Code: FTEC). Alec and Bryce talk to Chris Titley, who's a stockbroker at Morgans Financial, and has a passion for this industry of emerging fintechs, di...

Kelly Bayer Rosmarin was appointed CEO of Optus and Consumer Australia on 1 April 2020. Prior to joining Optus, Kelly spent 14 years with Commonwealth Bank of Australia (CBA) where she held several senior positions. Alec and Bryce talk to her about Optus’ future, how Covid and its restrictions have impacted the business, the competitive challenges of the telecommunications industry and her thought...

In this episode Bryce and Alec talk to Dr Fiona Simon, the CEO of the Australian Hydrogen Council, the peak body for Australia’s hydrogen industry with members from across the hydrogen value chain. They talk about Australia's unique opportunity with hydrogen, and the future of the industry. Then they chat to Kanish Chung, from ETF Securities about their recently released ETF tracking the glob...

Mark has more than 30 years of experience as an entrepreneur, investor and corporate adviser in New York, London and Sydney. He co-founded leading Australian boutique corporate advisory, venture capital and private equity firm Carnegie, Wylie & Co with John Wylie in 2000. In August 2007, Carnegie Wylie was acquired by leading Wall Street bank Lazard Inc. Mark then went on to found M.H. Carnegi...

Bryce & Alec interview Lawrence Lam, Managing Director & Founder of Lumenary Investment Management. Lawrence runs a global equities strategy focused exclusively on founder-led companies. The fund invests in founders who own and run their companies, consisting of 10-20 founder-led companies, with an emphasis on emerging products and services. For listeners who want to keep in touch with Lum...

Today Bryce and Alec take another look at what's happening at Woolies, Facebook and Google breaking up the ad duopoly, and the World’s biggest plant to pull CO2 from the air. Order the book on Booktopia or Amazon now.  If you want to let Alec or Bryce know what you think of an episode, contact them here .  Make sure you don't miss anything about Equity Mates - sign up to our email list h...

Paul is the co-founder and partner at Bailador Technology Investments (ASX: BTI). Bailador specialises in investing expansion capital in fast-growing Australian businesses. In today’s conversation, we’re going to look at the Bailador Portfolio, take a closer look at two specific case studies and then pick his brain, for his thoughts on Australia’s vibrant and successful start up scene.  ...

It's another chat episode! You've been talking non stop about the Woolworths buyback in the Facebook Discussion group, so Alec and Bryce give you the 101 on what's going on. Then the guys do a deep dive on Evergrande, break down the facts about the latest SPAC merger: $DNA, and compare their notes about a recent article on Livewire: 13 stock picks for the next five years . Order the book on Bookto...

Darren Steinberg is the CEO of Dexus and an Executive Director of Dexus Funds Management Limited. Dexus is an Australian Real Estate Investment Trust managing an Australian property portfolio valued at $42.5 billion. Darren has over thirty years' experience in the property and funds management industry with an extensive background in office, industrial and retail property investment and developmen...

Have you bought the Get Started Investing book? If you have, thank you! But the real question is... has it arrived yet? Cause chances are, probably not... Aside from it being endlessly frustrating that Australia Post is being so slow, Bryce and Alec talk about how your online shopping order not arriving for a couple of days (which feels like a first world problem) is actually symptomatic of a larg...

This episode, Bryce and Alec are joined by the CEO of Kogan, Ruslan Kogan. As well as being the CEO and founder, Ruslan is a serial entrepreneur, and together they have a great chat about the founding story of Kogan, the numerous and varied verticals the company operates in, and the effect of covid on e-retailers. Bryce and Alec pose many of the questions gathered from our Equity Mates community,...

If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain...

Order the book on Booktopia or Amazon now.  If you want to let Alec or Bryce know what you think of an episode, contact them here .  Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work. Have you just started investing? Listen to Get Started Investing – Equity Mates seri...

Lots happening this episode! First Alec and Bryce chat about what they've been reading and looking at in the last few months. Then they're given a visit by Speccy Magee, who drops in with his latest pitch, and finally, they welcome our newest hosts - Felicity and Candice to the show, who pitch two small caps - Atomos and Family Zone. A taste of what to expect in our newest podcast, Talk Money To M...

In this episode, Bryce and Alec talk to Vic Jokovic. Vic is the CEO of Chi-X Australia, a securities and derivatives exchange looking to disrupt the Australian investment market. Prior to joining Chi-X in 2018, Vic spent 26 years at Deutsche Bank finishing as Managing Director. In this conversation they talk about how the Australian market benefits from the competition of a second exchange option,...

This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds. Graham was an early pioneer of exchange-traded commodities and launched the first product globally, the ETF GOLD. Now a noted philanthropist, Graham’s name may be familiar to those studying at ANU as he endowed the Tuckwell Scholarship, one of the m...

Today, Bryce and Alec talk to someone who successfully climbed the entire corporate ladder. Don Meij has worked at Dominos for 3 decades, having started as a delivery driver in 1987, and working his way up to become CEO and Managing Director of Domino’s Pizza Enterprises - where he oversaw an ASX listing in 2005, and an international expansion throughout the 2010s. Domino’s now enjoys a network of...

It's the third of our Equity Mates Quartr specials, where we listen to the earnings calls of companies that interest us. Using the app Quartr, we've been taking out the best bits and talking about what it means. Because for a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times, and they’re hard to find and listen to on demand. But, they’re such a rich source of...