Equity Mates Investing Podcast

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show. In this episode we answer questions on: Slater + Gordon's recent performance Thinking about your superannuation during COVID Dividend reinvestment plans Deciding on what broker to use The impact of Reserve Banks printing...

We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies.  We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we a...

In this episode we're joined by Jessica Amir - a market analyst and presenter at Bell Direct. Prior to joining Bell Direct, Jessica was the Head of News and Content at Finance News Network where she developed detailed research and content on financial markets. Previously, Jessica held roles at Money Management, Prime 7, WIN News, and ABC News. She is also a qualified financial planner, with extens...

In this episode we have a chat with Adam Verwey - co-founder and director of Future Super . Adam started in the ethical investing space with 9 years at Australian Ethical Investment and was a candidate for the Greens in the 2013 federal election. He co-founded Future Super in 2014.  Adam is passionate about the future of Australia’s climate change policy and has a long history in ethical inve...

At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we were excited to get the Managing Director of eToro Australia, Robert Francis, on the podcast. Robert has had a long career in finance. Before Robert joined eToro in June, 2017, he worked for 13 years in retail currency trading and CFD markets. Robert...

In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in high-quality, attractively valued, growing businesses. Yaron has over 10 years experience in finance and before 1 Main, worked at CitiBank, H.I.G. Capital, Altalis Capital and Glenhill Capital.  In this interview we discuss Yaron's investment p...

In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, before making the move to the United States and founding Acquirers Funds LLC. Tobias is also the author of several books on value investing: Quantitative Value , Deep Value , and The Acquirers Multiple . In this episode we unpack the state of value inves...

In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets. In this interview we explore Andrew's investment strategy and unpack wh...

You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners. TDM Growth Partners are a global investment firm, who invests in fast-growing companies. What was of interest to us is their unique mandate - u...

It's no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super, we knew we needed to get them on the show. FairVine is a superannuation fund designed for women. We sat down with Rachel Hamlen, who is the Head Of Customer Experience at FairVine Super, to help us unpack some of the reasons why 1 in 3 women retire...

In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode: Bryce discusses ASX-listed funeral stock InvoCare (ASX: IVC) Julia discusses ASX-listed data centre manager NextDC (ASX: NXT) Alec discusses NYSE-listed home builder Taylor Morrison Home Corp (NYSE: TMHC) Remember, nothing in this podcast is specific buy, hold...

In this week's expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Marcus founded Marcus Today because of his frustration with the ignorance of everyday investors, which drove him to create his independent stock market research and insights newsletter. In this interview Marcus unpacks the lessons he's learnt from his...

Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We've pulled out some of the answers that caught our ear and talk about them in this episode. In this episode, you'll hear Warren speak about: Why he believes in America How coronavirus may shutter some of...

Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com . Andrew is a very disciplined value investor, with a ton of experience, so we asked him to join us to discuss 3 stocks...

In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here ). So we decided to take a closer look at what else is going on in the industry. In this episode we: Start with a look at Aust...

For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in markets since the collapse in March and subsequent rally since. Within the Equity Mates community there has been a lot of discussion as to why the markets are rallying, yet the underlying economic conditions seem to be only getting worse. How does that e...

Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it's a good time to unpack inflation to understand how it impacts us as investors. In this episode you will learn: The definition of inflation and it's relationship to pu...

Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He's a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of AlliedCrowds.com – the leading directory...

This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show.  In this episode we answer questions about: the benefits of buying 'cheap' or 'expensive' shares where we are in the current market cycle, and if we've missed the boat investing for your kids bond yields and face value - making the distinction our definition of 'circle of compet...

Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we thought there was no one bette...

2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that 'the worst is over'. With the economy still in lockdown and the news on coronavirus still concerning, it got us thinking - can the worst really b...

Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog - mebfaber.com We've been following a lot of Meb's writing, and listening to his own podcas...

Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty of experience in markets. We draw on this experience and ask Julia what she is thinking about in such a confusing time in the markets. We then get stuck into our pitches. We each take a turn pitching a stock or investment idea. Bryce pitches medical d...

Fred Schebesta is the Co-founder of Finder.com - Australia's most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brokerage. He was EY Entrepreneur of the Year in 2017, Blockchain Entrepreneur of the Year 2019 and Business Insider's 2016 Coolest 100 People in Australian Tech. He also appeared on AFR's Young Rich List 2019. This was a highly entertaining and colourfu...

This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell off creating a lot of confusion, we seek to answer some of the key questions a lot of Equity Mates have had over the past month or two. In this episode we answer questions on: When to enter the market amidst a downturn How to think about an emergency...