Equity Mates Investing Podcast

Cricket is back on the TV (well sort of, we hear its on Foxtel) and Coles and Woolies have brought out their Christmas lines. That means Christmas is right around the corner. Over summer we'll be taking a break from our normal Equity Mates schedule and instead will be presenting our 'Summer Series'. In each episode we'll be doing a deep dive into one randomly selected company. Listen to this episo...

85 episodes in, who would have thought?! We've learnt a lot over the past 18 months, and the Equity Mates community has grown significantly, along the way. Firstly, a huge thank you to everyone for joining the journey, as we all learn to invest. We wouldn't be where we are today without you all. Secondly, with many joining the show in the last few months, Christmas and the 100th episode just aroun...

If you haven't already heard of the 'buy and hold' strategy, then this is the episode for you. If you have, then this is certainly the episode for you. For a while now, we've discussed the advantages, and disadvantages, of buying stocks with a very long-term focus, as generally speaking, the market does well over time. If you had bought the index right before the Global Financial Crisis, for examp...

Welcome to the inaugural Equity Mates Book Club! As we speak to more and more expert investors, we keep hearing the same thing - the importance of reading. So we've started our own Equity Mates Book Club so you can join us in reading and discussing some of the best investing books around. Hopefully it makes the task of learning about investing just that little more enjoyable. First up, we have Lia...

It's that time again. The last episode of every month we answer your questions. This time we've selected 6 questions that range from what we studied, to managing your emergency fund, to how an ETF is priced. As always if you want to submit a question, hit us up on social media or email, reply to the Thought Starters email or comment on our website. We'll get back to you or we'll save your question...

We're now getting towards the pointy-end of the ASX Sharemarket game, so it's time we check-in to see how our portfolios are going. After a couple of rough weeks on the markets, and with a number of stocks that we have exposure too, heavily punished, things aren't looking great for us to be in profit. We also spend some time talking about Afterpay, just like everyone else. We started looking at Af...

How often do you come across someone who graduated from university and was given the job of managing the money of UBS (one of the biggest investment banks in the world), then went on to become Vice President at Morgan Stanely, Managing Director of Derivatives at The Galleon Group and then president of the $400 million hedge fund, Cramer Berkowitz? Oh, and if that wasn't enough, our guest then star...

"The best advice is boring.." - this is episode is anything but boring, AND is full of great advice. Today we're excited to bring you an interview with Chris Brykci. Chris is the CEO of StockSpot - Australia's first ever digital investment adviser. Chris has over 21 years of investment experience and spent most of his career as a Portfolio Manager at UBS. He holds a Bachelor of Commerce (Accountin...

Kerr Neilson is one of Australia's greatest investors. He is someone a lot of our listeners won't be familiar with, but hopefully after this episode you will be. In a new series - Meet the Investor - we have picked out some clips from Kerr's interviews that we'll play and discuss. The purpose of this episode, and episodes like it, is to introduce some of Australia's greatest investors to our liste...

Millennial investing - Cypto, Snapchat, Tesla and pot stocks. While at Equity Mates we are strongly against this portfolio construction, it has been an interesting few weeks for the millennial portfolio. In particular, Tesla and Elon Musk have had a tough couple of weeks while Pot Stocks have had a cracking few months. In this episode we break down some of these key developments for the millennial...

'Ask Us Anything' is a new segment we're kicking off this week. On the last episode of each month, we are going to answer all the questions that come in from our listeners via the 'Ask Us Anything' forum on our website. We start this week with some crackers. Michael, Sasha, Brendon, Jayson and Jeremy all wrote in asking us questions ranging from the current state of the crypto market through to ch...

As promised in our last episode, episode 75 is titled Bryce Surprises Ren. In this episode we each have something to discuss we think will surprise the other. For Ren, it is to do with a new investing idea he's been thinking about. For Bryce, it is a test of investing instincts. Hopefully this episode can surprise (and maybe help) a few listeners as well. In this episode you will learn: • Who the...

Right back at the start of 2018 we sat down and made a few bold predictions about what we thought might happen during the year. One of those predictions was very bold indeed. Very specific. Very pessimistic. Bryce bet that on September 15th 2018, 10 years on from the Global Financial Crisis, we would experience a drop in the US market of greater than 20%. Silly, we know. Or was it... Fortunately (...

With our live shows done, we wanted to discuss a theme that came up over and over again in our listener Q&A and conversations afterwards. It's a question both of us had when we started investing and it is one that can lead a lot of people to put investing in the 'too hard' basket. That question is - how do I pick the perfect stock? It's a question that professional investors struggle to answer...

One of the reasons we started Equity Mates Investing Podcast was to track our journey of learning the ins-and-outs of investing, and more importantly, to get others on the journey with us! As more and more Equity Mates have joined the journey with us, we've been receiving a wide range of questions, which we love. In this episode we've chosen a few of them to answer. In this episode you will learn:...

Previously on the show (Ep #39) we've discussed IPO, or Initial Public Offerings. You might otherwise know them as a 'float'. IPOs are when a private company lists on a stock exchange to raise funds by selling shares to investors, including members of the public. Companies use IPOs to raise money that can then be reinvested to help grow the business. IPOs give investors an opportunity to buy share...

Australia has a new Prime Minister. That fact was inescapable last week as the two Liberal Party leadership spills were plastered across news headlines. We aren't interested in adding to the political commentary, but instead are interested in the effect these leadership changes have on the Australian market. So that is the question we set out to answer in this episode and accompanying blog post (l...

There are so many great investing and business books out there that sometimes it's hard to know where to start, and often, finding the time to finish them is equally as challenging. This episode we review some of the books we've finished reading over the last month or so, to give you some of the great lessons learned. In this episode you will learn: • The biggest risk is not investing • Why young...

The competition is really heating up. Over the last two weeks, we have revealed the strategies that we hope will take us to the top of the leaderboard of the ASX Sharemarket Game. The game gives players $50,000 in play money, and 4 months to invest in stocks in the ASX200. The game emulates the ASX in real time. This week we give an update on how the first two weeks have gone for us. Who is in pro...

Investing jargon. We hate it. Nothing makes it harder for new investors to get started than overcoming the wave of acronyms and terminology that comes with investing. We both found it challenging when we started, and we're hoping episodes like this make it a bit easier for those just starting out. We've chosen 5 key investing terms - some because they particularly annoy us, others because they're...

It is a decision every investor faces before they make their first trade, and for a lot of people it can be overwhelming. With so many options and so little experience, it is difficult to make the correct choice. No - we're not talking about choosing your first share - we're talking about choosing your brokerage platform. A brokerage platform is simply the place (usually website these days) where...

As we started discussing last week, the ASX Sharemarket game has kicked-off. The rules are simple: $50,000 in play money, and 4 months to invest as best you can, competing against all other entrants across the country. The game emulates the Australian Stock Exchange in real-time each day. Alec and Bryce have decided to compete and to record their trades and learnings as they go. Last week Bryce re...

Who doesn't like the opportunity to put their investing strategies to the test without having the fear of losing your hard earned money in the process? Well thanks to the Australian Stock Exchange, you can do just that! Twice a year they run the ASX Sharemarket Game, where you are given $50,000 in pretend money, and you compete against all other entrants over a 3 month period. It's awesome. Everyt...

Ali Hamed is a name you may not be familiar with yet, but we're betting you will be. At just 26 years old, Ali is not only a co-founder of CoVenture - a firm that invests pre-seed venture capital, provides unconventional debt financing and manages a cryptocurrency index - but is also one of the clearest thinkers we've come across in our time at Equity Mates. We heard a couple of interviews Ali had...

Australia loves investors. You need to understand the tax advantages of a lot of your investments to make the most of it. But trying to understand it all can be confusing, especially if it's your first time doing a tax return, or it's been your first year investing in stocks. Have no fear though, because in this episode we go through everything you need to know when it comes to your stocks and you...