Equity Mates Investing Podcast

Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and writes the Ethical Equities column for this publication. Claude specialises in assessing the efficiency and health of ma...

Equity Mates is all about making markets accessible. 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. Last week Bryce and Alec made a deep dive on the US Tech Giants, but this week they turn their ears to Europe, and eavesdrop on some of the biggest companies you've never heard of (and some you definite...

The purpose of this episode is to really encourage you, no matter what approach you take, to think more about your super.  Much like investing generally, there is no perfect way to manage your super. The important thing is that you think about it and make an informed decision. After all, you start getting super the moment you start working, so paying attention to it early will have serious be...

On this episode, Bryce and Alec talk to John Guscic, the Managing Director of Webjet. But before that, John was previously Managing Director, Asia Pacific for GTA and formerly Managing Director, of the Travelport Business Group, Pacific region. Based in Tokyo, Japan, he was responsible for the Galileo and GTA brands in Australia, New Zealand, Japan, Korea and Indonesia. Previous to that John was M...

In this special bonus episode, Bryce and Alec talk to Tim Loh, Assistant Commissioner - Individuals and Intermediaries at the Australian Taxation Office. Tim talks us about what Equity Mates community should know about the tax implications of investing in cryptocurrency, and common tax mistakes made by investors so we can avoid them. Remember, don't take financial advice from a podcast! See a prof...

The US Reporting season is well and truly upon us, and all the big tech companies are holding their earnings calls. Despite being such a rich source of information for retail investors, earnings calls have been hard for the average person to access - they’re hard to find, and often at really unfortunate times. Thankfully, Quartr has solved this problem, and now allows the average investor to eaves...

As part of our Super Saturdays series, Alec and Bryce sit down with John Winters - the CEO and Co-founder of Superhero. John is super passionate about the superannuation space, and he talks to Alec and Bryce about why that is, the low engagement Australians have with their super, and how he thinks Superhero's new product can radically change this. The statistics show that John isn't wrong - 17% of...

In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they co...

Here at Equity Mates, it's no secret that our goal is to make markets accessible and to give companies the opportunity to speak directly to retail investors. For way too long direct contact has been difficult for retail investors to get access to, so it's why we decided to launch this new series - Retail Investor earnings call - where instead of analysts, we have retail investors asking the questi...

Welcome to Super Saturdays - an Equity Mates Media series on superannuation, proudly brought to you by our friends at Superhero , who are now disrupting traditional super on their platform. .  With recent government changes to super legislation here in Australia, $100 billion of Australian’s money in underperforming super products, and a lot of people feeling a little in the dark when it come...

It's no secret that New Zealand punches well above its weight with innovative, interesting companies that come across the pond and list on the ASX. In this episode, Alec and Bryce chat to Grant Straker - the co-founder and CEO of Straker Translations, an ASX-listed language translation service. Since co-founding Straker with his wife Merryn in 1999, the company has grown to $30m in revenue and a $...

Why deep dive on an industry, when you can deep dive on an entire country? This week, it's 'Guten Tag' to all things Deutschland - or more specifically the DAX30... is a stock market index consisting of the 30 major German blue chip companies trading on the Frankfurt Stock Exchange. Bryce and Alec discover that the German economy is *not* just automobiles, and take a tour through the largest econo...

Alec and Bryce are joined by Lauren Simmons , the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation about hype investing, the dangers of crypto, trends she's heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public. At 22 years old, Lauren Simmons shattered glass ceilings by becoming the youngest, and only f...

You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old friends of the show - Owen Raszkiewicz , the founder of Rask Invest , and Andrew Page , the founder and Managing Director of Strawman.com . If you want to come and work at Equity Mates, then run, don't walk, and apply here to be a part of the team. Pre...

John is the co-founder and CEO of Superhero , an online broker offering Australian’s the lowest cost access to the Australian market and now the US stock market as well. Before co-founding Superhero, John was a stockbroker and private wealth manager at Shaw & Partners. Pre order the book on Booktopia or Amazon now.  If you want to let Alec or Bryce know what you think of an episode, conta...

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previous guest, Geoff Wilson, declare WAR on LIC discounts. His Wilson Asset Management Global fund has declared its first target:...

David is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only made available to retail investors in December). David joined Magellan in 2015. Prior to working with Magellan, David led EY’s financial modelling practice in Brisbane. Prior to his role with EY, David worked with National Australia Bank and SFG Consul...

It's the return of the fabulous Julia Lee, who is the  CIO of Burman Invest , who once again joins them again on the podcast. It’s for a fan-favourite Mastermind style episode, where all three of them pitch three different stocks. Will Bryce the retail whisperer, keep his trend by picking something in that space? What bizarre unlisted stock will Ren pitch? And what interesting ideas are on Ju...

Angus is the Country Manager of ShopBack, a Singapore-based ecommerce company with more than 25 million members specialising in cashback loyalty programs. When shopping via ShopBack, shoppers receive a percentage of their purchase price back, paid for through affiliate programs by the merchant. Prior to starting at ShopBack in 2018, Angus was the National Sales Director for Groupon. Use the Sign-u...

Scott is the Chief Investment Officer at Motley Fool Australia and the advisor of the Motley Fool Share Advisor and portfolio manager of Motley Fool Million Dollar Portfolio and Motley Fool Everlasting Income. Scott has been a member of the Motley Fool since 1998 and an employee for the last 10 years. In today's episode he talks about his own personal investing philosophy, his thoughts on short-se...

Charlie Viola is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s personally responsible for over $1.5 billion of funds under management. Charlie has been recognised by Barrons as the #1 adviser in Australia in their 2018 Advise...

Tim is the Executive Chairman of Hyperion Asset Management, a $10 billion Australian fund manager investing in the highest quality companies at reasonable valuations. Tim has worked at Hyperion for over 25 years, including as Managing Director from 2012 to 2019. Hyperion has recently won two Fund Manager of the Year awards and the Hyperion Global Growth Companies (Managed Fund) (now listed, A...

This topic was suggested by a member of our EM community. If you want to give us a topic idea, or if you want to let Alec or Bryce know what you think of an episode, contact them here .    Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight....

Henry is a Senior Investment Analyst and Portfolio Manager writing for the last six years in the Marcus Today newsletter. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. Henry also works with the MTIS team to formulate investment strategy and portfolio asset allocation and stock selection. Henry has spent a lifetime in stockbroking...

We recently did a whole episode talking about Woolworths and for heaps of our community that was a surprisingly unethical stock... so we wondered are there any other surprisingly unethical stocks? We look at three companies and then unpack how your ethical lens should influence the investing decisions you make. If you want to let Alec or Bryce know what you think of an episode, contact them here ....