Equity Mates Investing Podcast

David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From Adelaide, he began his media career as a financial journalist, writing for a number of different publications before eventually moving to television. He’s also the Chairman of the Port Adelaide Football Club. While you most likely know him as one of...

At the time of releasing this, the ASX200 is down 32% from it's peak in February 2020, and the S&P500 in America is down 24.95%. Within these markets there have been many companies fall much further than that - some more than 70%. It presents a good buying opportunity for those who are fortunate enough to have some cash to deploy into the markets, but the big question is what to buy? The econo...

There is one big topic on everyone's mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government's and its citizens in a way we haven't seen previously in our lifetime. Financial markets have lost about one-third of their value, and economists suggest that unemployment could get as high as 1-in-5 people. At this point, a recession seems inevita...

Cooped up inside with time on our hands, we decided to call another one of our Equity Mates - the founder of Rask Invest and fellow finance podcast host, Owen Raszkiewicz. Owen is an expert investor and recently tweeted "I don't think I've ever been as excited by researching and investing in companies as I am right now" (about the investment opportunity. Owen, like all of us, remains deeply concer...

We've got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear their thoughts on what's happening in markets. First of all, we call our mate Alf - a fellow investor and the creator of the Equity Mates logo and theme song (get around him for that!) We hear how he's managing the recent market downturn and his thoug...

In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some stock research. One of the best sources of company information are the reports that companies themselves release to the market. In this episode we unpack some of the key forms of company reports, and how to read them. In particular, we focus on a co...

Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to look, today's guest thinks he can show you a better way. We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career i...

One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing. In this episode we go through a number of practical ways you can invest if you feel like your life is too busy t...

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. In this short phone call, we check-in with Ila...

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times. In this short phone call, we check-in with And...

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'. This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of begin...

We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia's thoughts on the coronavirus and the effect that they're having on markets. (Important note: this episode was recorded on 24 February 2020. This was at the start of the market falls we have...

Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university! Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Manage...

The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis. So what to do when the market is panicked? When prices are falling? When there is so much uncertainty around what comes next? In this bonus podcast e...

Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going. In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. twice per year). As most Australian companies follo...

We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador. Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan...

Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit. In this episode we answer questions around: What we're looking for in this earnings season Micro-investing apps How ETF pricing works Diversification vs compounding Investing is a lifelong journey, and you shouldn't feel like yo...

In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That's why we're pretty excited to speak to Daniel Foggo, the CEO of RateSetter. This is the second time we've had Daniel on the podcast and its exciting to see how much RateSetter has grown since we've last spoken. RateSetter is Australia's leading technology-powered lending platform, connect...

In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, 'what's hot and what's not?' in financial markets. Nothing has had a hotter start to the year than Tesla, and we discuss the electric car stock in this episode. We also continue our work making bold predictions and Bryce & Ren go head-to-head in a bit of a quiz...

In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs). We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies. To kick us off, we sat down with Chris Wheldon - an incredibly...

We're excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee - Chief Investment Officer at Burman Invest - to pitch stocks to each other. Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as we get a real insight into how she thinks about stocks and goes about her process...

Post-GFC index investing, through ETFs, has become very popular and it's something we speak a lot about on the show. There has also been a lot of chat about 'the age of active management being over'. However, we believe there is certainly a strong role that active management can play in your portfolio, and by popular demand from our community, we're going to explore active management through Liste...

It's that episode of the year - our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year. With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within Consumer Discretionary, so could come up against some macro headwinds throughout the y...

We're a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own. In this episode learn why Andrew predicts: Australia will be in recession by end of 2020 There will be one interest rate cut by the Reserve Bank of Australia The ASX 200 will break...

After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020. As always, we kick off the year with our bold predictions for what's to come - covering the markets, economies, and of course the AFL. Some predictions include: We will see a company with a $2 trillion market cap AirBNB will be the biggest IPO in 2020 (measured as biggest...