Equity Mates Investing Podcast

Bulls and bears, they're everywhere! No, we are not talking about a circus, we're talking about the markets! You may often hear the terms 'bull market' or bear market', or 'investors are feeling quite bullish at the moment'. In this episode we explore the terms 'bull' and 'bear'. Bull markets and bear markets are terms used to describe the overall sentiment of the market. A bull market being one t...

Don't panic, it's just a correction!.. is what the wise man once said to his son who almost sold everything he owned because he panicked when the market dropped a little. In February 2018 we the Dow Jones in the USA, experienced a number of days of heavy losses, that subsequently lead to an official correction being called, and this resulted in most other markets in the world going into a correcti...

The rules were simple: pick one stock each and the winner is the one whose stock gained the most, in percentage terms, by the end of the year. Alec chose insurance comparison website iSelect, and Bryce chose pharmaceutical company Mayne Pharma. This episode we review where our picks are at and who is winning! In this episode you will learn: • How NOT to pick a stock • How these two companies perfo...

Each year there's one letter everyone waits up all night for the release, and if you haven't yet, then you need to put it in your diary for next year. That's right - Warrenn Buffett's 2017 annual letter to shareholders was released recently, and it's always FULL of great advice, updates and insights into the mind of one of the world's best investors. This episode we take you through his letter, un...

Some of the best companies in the world pivot in order to drive their next phase of growth. It's with excitement that we have decided to pivot here at Equity Mates! Learn To Invest In 15 Minutes Or Less! We're going to bring you shorter, more frequent episodes, so you can learn more for less. Our episodes will be more specific, and direct, based on themes and topics that you've asked us to dive in...

In this episode we sit down with the former Australian Treasurer and Deputy Prime Minister, Wayne Swan. As Treasurer from 2007 to 2013, Wayne witnessed first-hand the devastation of the Global Financial Crisis and testament to his management, Australia was one of the only developed countries to avoid falling into recession. We sat down with Wayne to discuss what he is seeing in the global economy...

Susan Oliver has experience on both sides of markets. As an investor she sits on the global investment committee of IFM Investors (a company with over $100 billion in assets under management!) and also co-founded Scale Investors, a venture capital fund for women-led start ups. As a company director she has sat on the boards of some of Australia's largest companies, including Transurban, Bupa and P...

There are two main ways to make money with stocks. The first is from the capital growth, that is selling it higher than you bought it for and making a profit. The second way is through taking a share of the company's profit. As an investor you are a part owner of the company, so when they make a profit, some companies decide to share that profit among all their investors, and this is paid in what...

We're back from our break and ready for a big 2018! What better way to start the year than to make some bold predictions about the year ahead and put some friendly bets on. We also put our stock picking abilities on the line as we each pick one stock to go head-to-head in 2018. In this episode you'll learn: • When Bryce expects the US market to crash (specifically to the day!) • Why Alec thinks Am...

With the silly season upon us now, and the year coming to an end, we have reviewed 2017 - the wins, the losses, and our biggest lessons learned. It's been a fantastic year for Equity Mates, and big thank you to all that have joined us during the year. We're going on a short Christmas break and will be back early 2018. In this episode you will learn: • How successful our hypothetical portfolio has...

The stock market can be an emotional place, and often investing decisions are made based on emotion, and sub-conscious thought, or cognitive bias, with returns not always ending well! Recognising and understanding how you think when you invest, and how to avoid emotional traps, is vitally important for long-term success. This episode we talk with Meir Statman - an expert in behavioural finance, an...

Tobias Carlisle has taken an interesting path to get where he is today. Starting his career as a lawyer in Queensland, Tobias is now a world-renowned value investor based in California. He has achieved a lot of recognition in the value investing community for his books Quantitative Value (2012), Deep Value (2014) and Concentrated Investing (2016). We spoke to him about the release of his latest bo...

In the book Shopping for Shares, Tracey Edwards presents the 6 steps she uses to find companies to invest in. In this episode, we break down this 6 step checklist, define the key terms and explain what she's looking for. While we don't necessary agree with her whole approach, it is important to consider how different investors approach finding investable companies. As always, we also discuss what...

In the second part of our interview with Michael Dee we discuss his experience during the 2008 Global Financial Crisis. As most investors fled from equity markets, Michael was gathering investors to start his own fund. In this interview we discuss what he saw that led him to predict a market crash, and what he learnt from that experience. Before listening to this episode make sure you check out Pa...

Michael Dee sees markets differently to a lot of other investors. In 2008 while the global banking system was collapsing and investors panicked, Michael quit his job at the Queensland Investment Corporation to start his own fund. In the 10 years since Michael has established a unique way of timing the market by using volatility as a indicator for market events. In this two part interview with Mich...

Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company's micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to improve your understanding of the market...

There is a lot of jargon and terminology in investing that can get confusing and sometimes off-putting. EPS, ROE, D/E - what do they all mean? These are just a few of many acronyms and terminology that is used when investors look to understand a company. You may never have heard of them, or may have but find them too complex to understand, but they are very important. That's why in this episode we...

For most AFL fans, Ted Richards is a household name. After being drafted to the Essendon Football Club and then being traded to the Sydney Swans, Ted enjoyed an unbelievable career that included a spot in the 2012 All-Australian team, playing in 3 grand finals and winning a premiership in 2012. While he was playing, Ted also finished a Masters of Finance and developed a passion for investing. In t...

For Australians, there is probably no name or face more synonymous with investing and financial journalism than Alan Kohler. A long history of financial journalism has culminated in Alan doing the financial section of the 7 o'clock ABC news, and being known for his weekend overviews. In my house growing up, the 7 o'clock news was always watched, and Alan was known as the 'graph man' as he has beco...

Knowing what style of investing works for you, so you can minimise you risk and maximise your returns, is one of the most important things any investor needs to know. It's all about playing to your strengths. Ideas and techniques rapidly change, and everyone has their own opinion on what makes a good investment. It's an individual game. This episode we look at what we think are the five main umbre...

It's that time of year again - reporting season! At the end of each financial year all publicly listed companies have to report their results. Did they make money or did they lose? All is revealed during this time of year. Alsom find out if your financial literacy skills will put you in the TOP 30% of America! In the episode you will learn: • What reporting season is • Why it is important, and wha...

It's time to answer all your questions! Over the past few months we've had a number of listeners write in asking questions such as "How do I buy a stock?", "What should I look for in a brokerage platform?". We answer these plus many more. By the end of this episode you'll know everything you need to get started! In this episode you will learn: • Tips for saving, and tools to help you • Brokerage p...

Daniel Want is a very interesting investor. As a university student he grew dissatisfied with his economics lecturers so he decided to drop out and learn it himself. He is now an expert in complex systems and his research is sought after by investors around the world. He is also the co-founder and Chief Investment Officer of Prerequisite Capital Management. Daniel is an incredibly smart person and...

For lucky number 13 we've put together something special. Technology is the fascination of investors and non-investors alike these days. The biggest companies in the world are technology companies and the rate of progress technology is enabling is unprecedented in human history. In this episode you will learn: • What are some of the current technology trends and how you can take advantage • What h...

From selling tiles to being a multi-million dollar fund manager - we bring you Michael Glennon. We're really excited to bring you this weeks episode - our latest interview with an expert investor. For this interview Bryce sat down with Michael Glennon, the founder of Glennon Capital. Michael has over 15 years experience as a portfolio manager and is an award-winning small cap investors. Small cap...