Equity Mates Investing Podcast

It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct. We had Jess on in June 2020, and we invited her back to review her bold predictions, to share some lessons from 2020, and to provide us with some thoughts on what is to come in 2021. in this episode, we discuss: The bold predictions, and how they have stacked up What Jess learnt about markets during 2020, and...

Equity Mates Media is excited to be launching a new show for the Equity Mates Community. Comedian V Economist is everything you've wanted to know about the economy but are too bored to ask. In this bonus episode, we sit down with the two hosts - brothers comedian Adam and Thomas the economist. We hear about the reasons for starting the show, their ambitions and what we can expect from the first co...

It's time for our November investment committee meeting, and what an episode we have. Once a month, we take everything we've learnt on the podcast and try and apply it to a hypothetical portfolio. Remember, we aren't experts and we are not giving advice. We just wanted to have a bit of fun and make our journey of investing public. So join us as we continue learning through our hypothetical portfol...

Value investing is going through a rough time at the moment. Not since the heady days of the late 1990's has value so underperformed growth as an investment strategy. To discuss everything value investing we spoke to Lanyon Asset Management's David Prescott and Jack Trengove. David is the founder and Managing Director of Lanyon. He has over 18 years funds management experience across Australia and...

When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn't resist. Natalie is a Cloud Technologist, and Equity Mates community member, and works at Google. The Cloud industry is growing at a phenomenal rate, and is one that we were keen to understand more about, given the opportunities it presents to investors. In this episode we cover: Natalie's Cloud superpo...

Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners . He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years. We were honoured to chat with Nick about his...

After 300 episodes and almost 4 years of Equity Mates, we're super excited to be able to say we're now going full-time! Firstly, a HUGE thank you to the Equity Mates community for the continued support. Without it, we wouldn't be able to take this opportunity. Our mission at Equity Mates is to make the markets accessible for the everyday investor. We're excited to be able to spend more time focuss...

Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him.  In this episode we cover: Key pillars to building an investment portfolio Common misconceptions beginners have about the sharemarket Biggest lessons from COVID Lessons from his conversations with some of Australia's best CEO's in his Executive Series ——————– Have you just started your in...

Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund manager more in demand than Douglass. Aside from Warren Buffett and Charlie Munger, Douglass may be the most requested fund manager from the Equity Mates community. While we are yet to get Douglass on the podcast, in this episode we've got the next...

Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone. Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them in a listed investment company (ASX: HM1)....

It's time for our October investment committee meeting, and what an episode we have. As per the rules of the portfolio, we add to two ETFs in our core portfolio. For our satellite portfolio, we hear two stock pitches from members of the Equity Mates community. Daniel and Euan both come on to walk us through stocks they believe will be great additions to the EM portfolio. It was awesome to have the...

We love innovators, and we love people that challenge the status quo. That's why we had such a good time chatting to Rudi Filapek-Vandyck. Rudi is founder and editor of FNArena - a site with some of the best research on Australian companies you'll find. Editor Rudi founded FNArena in June 2002, having successfully built up an online financial news service in the Netherlands. His active career exte...

Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first s...

One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world's biggest companies looking for ways to get involved, this is a fascinating industry to review. We were joined by a member of the Equity Mates community, Ollie Powell, who took us through this industry in great detail. As we learnt in thi...

2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Brown to help make sense of it all. Andrew is the Executive Director of East 72, an Australian listed investment company, and is the investor we turn to when we are trying to understand what is happening in markets. In this interview we unpack a lot -...

We're about to launch our ETFs For Beginners series. Hear what it's all about and make sure you subscribe to Get Started Investing so you don't miss it. Hosted on Acast. See acast.com/privacy for more information.

Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first s...

As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover: Investing under 18 years old Choosing managed funds Dual listed stocks We also touch on the ETF competition, and go through some of the amazing entries that are coming in, and give you an update on the Equity Mates Hypothetical Portfolio. ------------------- Have you just...

In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guiding Gefen through the Initial Public Offering (IPO) process, with plans to list on the ASX by the end of 2020. We were particularly interested in how the IPO process has been affected by COVID-19 and why an Israeli company would choose to list in Aust...

In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. We were pumped to have Steven Marks join us in the studio - the fou...

As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes we get a view inside the process TDM Growth Partners use when they help companies thro...

Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too wil...

This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube . The concept was simple - we'd jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual Equity Mates podcast episode. We've just brought the series back to YouTube an...

This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of 'The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity'. Viktor has spent a lot of time thinking about the future of humanity and what...

In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she's seeing as a result of COVID-19 reporting season highs and lows buy now, pay later - when will it end? stocks on Julia's watchlist ------------------- Have you just...