Equity Mates Investing Podcast

Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong.   In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both.   We cover: -    Our 5 principles of long-term investing -    Pimp my portfolio featuring brave submissions from the crowd -&...

Buy or Sell is back with a new host! Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling.   This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes. They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: CO...

Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio. That’s not all:  Is luxury powerhouse LVMH at the beginning of a bounce back?  Simon’s case against the classic “core and satellite” portfolio model and his newly de...

This expert doesn't just talk disruption, he invests in it. And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working.  We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list. We cover: The sauce behind Loftus Peak’s long-term outperformance His thoughts on...

For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots.  How close are we to living alongside them really ? Could this be the next trillion-dollar investing frontier? Bryce investigates.  That’s not all. Also in this episode: Major updates to the proposed superannuation tax changes. Cyber truck sales plunged- what does it mean for...

Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so.  We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you.  In this chat we cover: Why Australia’s dividend obsession could be holding investors back The new sectors Luke believes will lead the next...

We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges.  That’s not all, we cover: The wild rise of prediction markets A community question on structuring your core portfolio Luke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and...

Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios. We cover: The differences between each of these global ETF Two community qu...

We are three months into the new financial year and we've seen a wide range of performance in different markets. Today we unpack which markets are up and which markets are down. Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect. That's not all we talk about in another big episode of Equity Mates:...

Insurance: Often considered not important, until that moment when it becomes the most important thing. So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside). To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth. Phil and his te...

Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals? Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least). That's not all we talk about in another big episode: Adam Dawes is back to review a co...

Think fixed income and bonds aren't for you? Today's fund manager wants you to think again. Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO. PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4...

One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA’s record takeover, Bryce’s case that banks aren’t boring and we finish off Super September with a round up of all your superannuation questions answered. We cover: EA’s $55b take-private and what it says about private vs public markets. SMSF vs member...

Buy or Sell is back! One of our favourite episode formats is back in your podcast feeds, with a brand new host. Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital , unpacks what stocks expert investors are buying and selling. Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management . Listen to hear where Jess is seeing opportunities in markets t...

Across most countries, education is one of the largest industries and one of the most difficult to change. Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you. That's not all we talk about in another big episode of Equity Mates: Australia's latest inflation numbers and what it means for interest rates We close Super September with ou...

Look for companies with a "positive growth gap". That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand: What he means by 'positive growth gaps' How he identifies moments where sentiment and business reality diverge Managing position sizes and portfolio construction Frank's contrarian vie...

Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet. Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process. Tune in to hear which company was Warren Buffett's latest big win. That's not all we're covering in another big episode of Equity Mates: Super September continues as we unpack the g...

Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our...

Has Larry Ellison just had the best week in business history? He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age. In today's episode we unpack everything Ellison related, fro...

Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that. As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires . We unpack some of the biggest findings from the re...

Rate cuts, rate cuts, rate cuts. The financial media has been abuzz with the prospect of a rate cut in the US (despite annual inflation ticking up from 2.7% to 2.9% in its most recent reading). Today we're unpacking what you need to know. We're also sharing some timely advice from Nick Griffin, CIO of Munro Partners, about how to manage the noise at a time like this. That's not all we're covering...

Are we nearing a market top? Is the market overvalued? Should I wait to start investing? As markets hit all-time highs we've started noticing these questions popping up in our Instagram DMs and in the Facebook Discussion Group . So we're answering them in today's episode and explaining how we're investing at a time like this. That's not all in another big episode of Equity Mates: We unpack everyth...

With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones. Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack: Why global small and mid cap stocks are proving such a fruitful part of the market What h...

The pace of change in the AI landscape continues to accelerate. From lofty valuations, new use cases and changes in government policy, we're chatting through some of the biggest headlines that have caught our attention. Most importantly, we're talking about the best ways to invest in it as well. That's not all we cover in another big episode of Equity Mates: Chinese car makers continue to grow mar...

AI agents with crypto wallets, the explosion of crypto treasury companies, stablecoin volume reaching $27 trillion. Today we speak to our correspondent from the frontlines of the crypto industry, Blake Cassidy, about some of the wild stories emerging from the world of crypto. Blake is the CEO of crypto microinvesting app Bamboo and cohost of the Crypto Curious podcast .  —------ Thank you to...