Equity Mates Investing Podcast

Equity Mates Investing Podcast Podcast

Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!

The Journey Of A Millennial Getting Into The Markets - Part 2
Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as Comm...

Portfolio Update | Ask Us Anything | ETF Competition
As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover: Investing under 18 years old Choosing managed funds Dual listed stocks We also touch on the ETF competition, and go through some of the amazing entries that are coming in, and give you an update on the Equity Mates Hypothetical Portfolio. ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the funda...

CEO Series: Orni Daniel - Co-CEO of Gefen Technologies on Going Public During COVID
In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guiding Gefen through the Initial Public Offering (IPO) process, with plans to list on the ASX by the end of 2020. We were particularly interested in how the IPO process has been affected by COVID-19 and why an Israeli company would choose to list in Australia, so we get into these topics amongst others in this interview. In this episode you will learn: Orni's bac...


Bonus Episode: GYG & The Ambitions Of Going Public
In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO process at TDM Growth Partners from one of the co-founders, Tom Cowan. We thought it’d be a great idea for Tom to talk us through a real life example of a company considering an IPO. We were pumped to have Steven Marks join us in the studio - the founder and CEO of Guzman y Gomez. It has been an ambition of Steven's to one day take GYG public, so we sat down w...

Bonus Episode: Inside The IPO Process with TDM
As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and is listed on the stock exchange. It is critical to get the process right, to set up a company, and its investors, for long-term success. Over the next two episodes we get a view inside the process TDM Growth Partners use when they help companies through an Initial public Offering. It's fascinating. To help us through it, we sat down with Tom Cowan. Tom is a co...

The Journey Of A Millennial Getting Into The Markets - Part 1
Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We’re going to cover the basics, what he can invest in, answers all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor! Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks t...


EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)
This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube. The concept was simple - we'd jump on Zoom and discuss one topic over one beer. It was a chance for us to just chat about a topic that interested us and it was a little more informal that your usual Equity Mates podcast episode. We've just brought the series back to YouTube and wanted to share an episode for our podcast listeners to enjoy. In this episode we break down the state of the e...

Expert Investor: Viktor Shvets - Future of humanity and impact on investing
This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of Asia-Pacific and Global Strategy at Macquarie Bank and author of 'The Great Rupture: Do we need to be free? Three empires, four turning points and the future of humanity'. Viktor has spent a lot of time thinking about the future of humanity and what that will mean for the economy and investors. In this episode we try and unpack it all and learn from his insight. W...

Expert Investor: Market & Watchlist Update With Julia Lee
In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to get her views on: her major lessons from the COvID-19 crash any permanent changes she's seeing as a result of COVID-19 reporting season highs and lows buy now, pay later - when will it end? stocks on Julia's watchlist ------------------- Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fun...


Expert Investor: Victoria Devine - Lessons on Personal Finance & Investing
For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice business based in Melbourne, and founder of She's on the Money, a financial education platform empowering women with the tools and confidence they need to change their financial situations. As an expert on personal finance, Victoria shared plenty of important lessons on budgeting, cash flow and getting your finances in order. We also heard about the journey of S...

EM Portfolio: Stock Pitch - Salesforce (CRM)
It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce's first stock pitch. Bryce has chosen one of the large software companies over in the States - Salesforce (CRM). For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio webpage here. __________ Have you just started your investing journey? Head over to Get Started Investing – our 12-part...

Expert Investor: Rory Cunningham - Lessons from the 2020 ASX Investor Study
Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who's investing, what they're focusing on and trends that are emerging throughout the investor landscape. The ASX have just released their 2020 study and we were joined by Rory Cunningham to discuss what they found. Rory is the Senior Manager of Investment Products at the ASX. He is responsible for expanding the range of investment products that are available on the ASX and for making these...


Deep Dive: Cyber Security
In today's episode we take a look at the fast growing cyber security industry. There's a lot of reasons to like this industry. With more and more of our infrastructure being electrified, and everything from our jobs to our social lives moving online, cyber security has never been more important. In the coming years, the internet of things will connect everything from our fridge to our car, and the advent of machine learning and artificial intelligence will only accelerate this trend. With this context in mi...

Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing 'whatever it takes' to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets. To help us understand what the long-term implications of this policy setting will be, we spoke to Lyn Alden, an expert on macroeconomic issues with over 15 years experience in investment research. Lyn's work has been editori...

EM Portfolio: Listener Stock Pitch - Citadel Group
Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week's episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch! Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him on to pitch the stock for the Equity Mates Satellite Portfolio. For more information on the Equity Mates Hypothetical Portfolio – head to our Portfoli...


Expert Investor: Owen Raszkiewicz - Software and Small Caps
In today's interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing and the founder of two successful investing podcasts - The Australian Investors Podcast and The Australian Finance Podcast. In this interview we unpack Owen's investing philosophy and then go deep on two particular areas of the Australian market - small caps and software stocks. In this episode you will learn: Owen's investing philosophy, including his 10 ru...

EM Portfolio: First Investment Committee Meeting
It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. To kick it off we discuss a stock that has performed particularly well over the past few years - Magellan Financial Group (ASX: MFG). For more information on the Equity Mates Hypothetical Portfolio - head to our Portfolio webpage here. __________ Have you just started your investing journey? Head ove...

EM Chat: ASX Reporting Season - Winners & Losers
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results. So we've taken some of our favourite names and discussed their results on today's podcast. We also discuss our overall impressions of FY20 earnings season and what we've learnt so far. In this episode you will hear us discuss: Coles (ASX: COL) JB H...


EM Chat: ASX Reporting Season - Winners & Losers
Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results. So we've taken some of our favourite names and discussed their results on today's podcast. We also discuss our overall impressions of FY20 earnings season and what we've learnt so far. In this episode you will hear us discuss: Coles (ASX: COL) JB H...

ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of the night are below: Building an ETF Portfolio   [5:03] What is an ETF [7:30] With so many ETFs available, it feels like I’m picking stocks - how should my ETF ...

ASK THE EXPERTS: ETF Q&A Special w/ BetaShares
This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam. The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of the night are below: Building an ETF Portfolio   [5:03] What is an ETF [7:30] With so many ETFs available, it feels like I’m picking stocks - how should my ETF ...


Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of
In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps. In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world. In this interview you will learn: Nick's personal investing philosoph...

Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?
2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’ For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. ...

EM Chat: US Earnings Season - Winners & Losers
It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through. In this episode we focus on some of the big US companies through the lens of a few key themes: COVID-19...


Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat. In this episode, we discuss: Usman's first equity investment What attracted Usman to the stock market If...

Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19
This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat. In this episode, we discuss: Usman's first equity investment What attracted Usman to the stock market If...

EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay
Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay! In this episode, we: Review current satellite portfolio and decide if we want to sell Review your feedback on the last two episodes Determine our starting position in cash; starting position in portfolios Decide our weighting for core p...


Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney...

Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China
Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments. Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney...

Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July
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: Tax implications of rebalancing your portfolio Investing with COVID uncertainty Participating in share reinvestment plans for international shares The opportunities to invest in the fake meat trend Lessons we've learnt since we started the podcast Thoughts on thematic ETFs Determining...


Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July
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: Tax implications of rebalancing your portfolio Investing with COVID uncertainty Participating in share reinvestment plans for international shares The opportunities to invest in the fake meat trend Lessons we've learnt since we started the podcast Thoughts on thematic ETFs Determining...

Expert Investor: Emilie O'Neill - The Research Process For ESG Investing
Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ). In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio. In this episode, you will learn: The story of Emilie's first investment What the Future Impact Small Caps Fund is, and What ...

Bonus: Andrew Brown on Afterpay (ASX: APT)
Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months. The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on ...


EM Portfolio: Building our core portfolio
In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. In this episode you will learn: The principles of a 'core and satellite' portfolio Our investing philosophy for our core portfolio The rules we will be applying for this portfolio How we are thinking about portfo...

Expert Investor: Danielle Ecuyer - A Simple Approach To Share Investing
We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book 'Shareplicity - A Simple Approach To Share Investing', which we found to be a great read. Danielle trained as a share equities analyst in the late 1980s, before relocating to London in the 1990s where she transitioned her expertise to Institutional Emerging Markets. Danielle has worked in senior positions at some of the world’s most prestigious investment fir...

EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed
Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. In this episode we revive the hypothetical portfolio. It's been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well as some that have done very well. We also use this episode to introduce you to the idea of the Equity Mates Portfolio. Over the next few months we want to build the port...


Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets
In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We saw the fastest market drop in history, and have now witnessed the fastest recovery in history as well. We wanted to know what were the stocks that were hot, and the ones that were not, during this period in the States. Matt had some data to help us unpack this. Surprisingly, some of the big stocks dominated - Tesla, Apple, etc - however there were a few interest...

Basics: Brokers - Determining what's right for you
From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so many options available these days it can be difficult to know where to start. Even for experienced investors, the industry is constantly changing, making it hard to know if there is a better option out there. So given there have been some new entrants in the Australian market and some incumbents have updated their models and pricing, we thought it was time to go...

Expert Investor: Malcolm Turnbull - How The 29th Prime Minister Of Australia Made His Money
It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biography 'A Bigger Picture', and there were some incredible stories in there about his time in finance before he got into politics. In this episode, we unpack 'Malcolm the investor', to get an insight into his life as an incredibly successful lawyer and then investment banker. In this episode we discuss: Malcolm's thought's on Australian property, FAANG stocks, a...


Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything - June
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 money and cutting interest rates Investing in your circle of competence Share registries Investing in t...

Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent
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 asked him to come back on the show and share his specific thesis for three stocks he currently holds. In this interview, Ch...

Expert Investor: Jessica Amir - Best & Worst Performing Stocks During COVID-19
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 extensive experience at firms including AMP, Commonwealth Bank, and Suncorp.  Bell Direct have recently pulled some in...


Expert Investor: Adam Verwey - COVID's Impact On Sustainability & Superannuation
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 investment, with expertise in superannuation, ESG (environmental, social and governance) research and constructing ethical...

Expert Investor: Robert Francis - eToro MD talks zero commission US trades
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 also worked for Australia’s leading online stock broker, Commonwealth Securities, where he ran the Exchange Tra...

Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock
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 philosophy - finding companies with long runways and an ability to compound their earnings at high rates of return. We...


Expert Investor: Tobias Carlisle - Value Investing During COVID-19
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 investing in 2020, and understand the opportunities that Tobias is seeing in the US market. We also get his thoughts on ...

Expert Investor: Andrew Oskoui - Concentrated Value Investing
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 what combining quantitative analysis and classic value investing means in practice. We then get into some of the o...

Expert Investor: Ed Cowan Talks Unconstrained Investing w/ TDM Growth Partners
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 - unconstrained investing. For Ed and the team at TDM, they look for opportunities across the world, and they have ...


Expert Investor: Understanding Superannuation w/ FairVine Super
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 with no superannuation at all. We also take the opportunity to ask some broader questions about superannuation ...

Expert Investor: Julia Lee - Mastermind #8
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 or sell advice. This episode is intended to feature discussions of stocks on our watchlists, but has not be...

Expert Investor: Marcus Padley - No Bullsh** Investing
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 time in markets and shares his views on markets today. Have you just started your investing journey? Head over ...


Trading Talk: Warren speaks, we listen | Berkshire highlights
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 Berkshire's businesses Why today's economic crisis is different to the 1929 great depression His thoughts o...

Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio
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 his portfolio, with a focus on: How he found the company What the company does The key metrics that make t...

Deep Dive: Investing In Renewable Energy
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 Australia's energy industry Understand the electricity generation mix in Australia Look at where renewables fit in...


Expert Investor: Andrew Brown On Why The Markets And Economy Aren't Talking
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 even make sense? As Andrew seems to have his head screwed on, and a solid grasp and understanding of the mechanic...

Basics: All You Need To Know About Inflation
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 purchasing power The definition of deflation, and Some crazy examples of both inflation and deflation around th...

Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure
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 and aggregator of alternative capital into the world’s 132 lower and middle income countries. And to top it all ...


Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything - April
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 competence' where you should start listening if you've just joined the show the best Twitter accounts to follow for ...

Expert Investor: Jesse Felder - The effect of coronavirus on different assets
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 better to speak to than Jesse. In this interview we ask Jesse for his thoughts on a number of different asset classes...

Trading Talk: Is this a bull trap?
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 be over? That led us to research some previous market crashes, and introduced us to the idea of a 'bull trap'. We unp...


Expert Investor: Meb Faber on Getting Rich Slow
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 podcast, for a while now, so it was a pleasure to speak with him. In this conversation we discover how Meb majored in...

Expert Investor: Meb Faber on Getting Rich Slow
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 podcast, for a while now, so it was a pleasure to speak with him. In this conversation we discover how Meb majored in...

Expert Investor: Julia Lee - Mastermind #7
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 device manufacturer ResMed (ASX: RMD) Julia pitches agricultural company Elders (ASX: ELD) Alec pitches the i...


Expert Investor: Julia Lee - Mastermind #7
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 device manufacturer ResMed (ASX: RMD) Julia pitches agricultural company Elders (ASX: ELD) Alec pitches the i...

Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
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 pf 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 colourful conversation with Fred, as he joined us from the Finder offices in Poland! We wanted to focus in on Fred's ent...

Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto
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 pf 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 colourful conversation with Fred, as he joined us from the Finder offices in Poland! We wanted to focus in on Fred's ent...


Your Questions: Investing in this volatile market | Ask Us Anything - March
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 fund (and whether you should invest it...) Dollar cost averaging Using inverse ETF's and other 'short' inv...

Your Questions: Investing in this volatile market | Ask Us Anything - March
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 fund (and whether you should invest it...) Dollar cost averaging Using inverse ETF's and other 'short' inv...

Expert Investor: David Koch Talks Personal Finance, and Markets in 2020
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 the faces of Sunrise, Kochie is actually a financial nerd at heart. We were surprised to hear the Sunrise is rea...


EM Chat: Companies We Like With Strong Balance Sheets
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 economic impact of COVID-19 is likely to be significant, and the question we are asking ourselves is what companies are i...

Expert Investor: Economic Impact of Coronavirus with David Bassanese
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 inevitable. To help us understand what is happening in the economy, and how governments and central banks have responde...

Bonus Ep: Searching for Great Companies with Owen Raszkiewicz
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 concerned about the human side of this crisis). So we wanted to get Owen on the phone to hear what he was particularly...


Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates
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 thoughts about investing for the future. We then called our resident bond expert, Pete. We've had Pete on the show be...

Tips & Tricks: Understanding Company Reports
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 company's Annual Report - the go-to document for a lot of financial and business information. Want more? Subscrib...

Expert Investor: Sharesight CEO Doug Morris
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 in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promo...


Basics: Investing When Life Gets Busy
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 to pay the markets much attention. In this episode you will learn about: The importance of getting your money so...

Basics: Investing When Life Gets Busy
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 to pay the markets much attention. In this episode you will learn about: The importance of getting your money so...

Bonus Ep: Market Mayhem - Update from Ilan Israelstam
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 Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it....


Bonus Ep: Market Mayhem - Update from Ilan Israelstam
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 Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it....

Bonus Ep: Market Mayhem - Update From Andrew Brown
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 Andrew Brown, who has some fantastic pieces of practical advice for us....

Bonus Ep: Market Mayhem - Update From Andrew Brown
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 Andrew Brown, who has some fantastic pieces of practical advice for us....


Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio
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 beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a m...

Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio
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 beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a m...

Expert Investor: Julia Lee - Mastermind #6
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 seen since). This month, the stocks discussed are: Lend Lease (ASX: LLC) JB Hi-Fi (ASX:JBH) Clover Corp (ASX:...


Expert Investor: Julia Lee - Mastermind #6
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 seen since). This month, the stocks discussed are: Lend Lease (ASX: LLC) JB Hi-Fi (ASX:JBH) Clover Corp (ASX:...

Expert Investor: Roger Montgomery - Lessons From 30 Years Investing
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 Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch. We...

Bonus Ep: Coronavirus - Investing in a Panicked Market
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 episode we break it all down, and: Discuss what has happened over the past week in major markets Put the coronavi...


EM Chat: What to Watch For in Reporting Season
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 follow the financial year calendar (July to June), companies report their First Half Results (July to December) in F...

Expert Investor: Paul Wilson - Finding Gems Of Australian Technology
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 Murdoch). Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Directo...

EM Chat: Ask Us Anything | February
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 you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group...


Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo
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, connecting Australians with money to lend with Australians that are looking to borrow. Through their use of technolog...

Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo
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, connecting Australians with money to lend with Australians that are looking to borrow. Through their use of technolog...

Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020
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. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list an...


Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020
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. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and mo...

EquityMates Investing Podcast ExpertInvestor Stake MattLeibowitz

Expert Investor: Investing In Companies Of The Future | Chris Wheldon
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 intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 20...

Expert Investor: Mastermind | Picking Stocks W/ Julia Lee
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 of selection. In this episode we pitch 2 Aussie stocks and one international. Remember, this is not a buy, hol...


Expert Investor: Understanding LICs and LITs with Magellan Financial Group
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 Listed Investment Companies, and expose you to some of the many amazing money managers in Australia. To kick off ou...

EM Chat: Our Stock Of The Year Picks For 2020
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 year. In this episode we explain what our choices are, and why we have decided to back them in for the year. Th...

Expert Investor: Andrew Brown's Bold Predictions for 2020
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 through 7100 but finish the year lower than the start of the year ANZ Bank (ASX: ANZ) will outperform the ...


EM Chat: We're Back For 2020 With Some Bold Predictions
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 gain from IPO price for companies over $1 billion market cap) Private equity will stumble Australia's GDP ...

Summer Series: Digital Wine Ventures (ASX: DW8)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Digital Wine Ventures (ASX: DW8). Digital Wines is a micro cap company looking to simpl...

Summer Series: Nearmap (ASX: NEA)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Nearmap Limited (ASX: NEA). This company provides frequently-updated, high-resolution a...


Summer Series: Gage Roads Brewing Co (ASX: GRB)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Gage Road Brewing Company. Australia's largest independent brewer, Gage Road is competi...

Summer Series: Fluence Corporation (ASX: FLC)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are unpacking Fluence Corporation, a company on the cutting edge of water treatment and reuse. The pro...

Summer Series: Volpara Health Technologies (ASX: VHT)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at a Volpara Health Technologies (ASX: VHT). This company is on the forefront of breast ca...


Summer Series: Dexus Property Group (ASX: DXS)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at a Real Estate Investment Trust - Dexus Property Group. We unpack what a REIT is, and di...

Summer Series: Appen (ASX: APX)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. For this episode we are looking at one of the hottest stocks on the Australian market, one of the fabled WAAX stocks - App...

Summer Series: Rectifier Technologies Limited (ASX: RFT)
We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. Today we look at Rectifier. Rectifier specialises in developing and manufacturing high reliability and high efficiency power conversion product...


Summer Series: Avita Medical Ltd (ASX: AVH)
In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. AVITA Medical is a publicly listed, global regenerative medicine company that provides a novel approach to skin regenerati...

Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider. First to go under the microscope is Washington H. Soul Pattinson and Co (ASX: SOL). Its origins are in owning and operating Australi...

Expert Investor: Tobias Bucks - Searching the World for Surprising Companies
In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Investment Management's global small caps fund. In this interview we unpack why Toby prefers small companies and how he analyses potential investments. The best part of this interview was hearing Toby explain some of the companies he had invested in. We go deep and understand what he was seeing in these companies and what the results were. So if you want some r...


Expert Investor: Chris Judd - Micro Caps from a Major Name
In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd. Most Australians will known Chris for his exploits on the football field, ending his career as an all-time legend. Fewer Australians will know Chris for his career post-football. That is what we get into in this conversation. Chris has established himself as a notable micro-cap investor. Micro-cap's are smaller than small caps - the smallest of the small public companies. In this episode ...

Expert Investor: Matt Griffin - Small Caps, Large Returns
Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies. In this interview we talk about the opportunity that exists in investing in small caps and how Matt got interested in investing in them. We discuss his investing process, including how his research takes him around Australia (and to more than a few mines!). Matt also explains his company valuation process and gives us an idea of when he finds different valuation methods...

Tips & Tricks: Introduction to Valuation
Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock? Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast. In this episode you will learn: The different types of value investors talk about: enterprise value, book value and market value The difference between relative valuation and absolute valuation Different m...


Expert Investor: Andy Hart - Managing risk and making smart decisions
In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of the UK's leading personal finance media platforms. We talk about the financial advice industry in the UK, how investors should manage risk and how we can all make smarter decisions. In particular, we talk about cognitive biases and the steps investors can take to avoid them. Andy also left us with two of our favourite quotes: "People make 30 year investment d...

EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year. With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?! In this episode, we go through each prediction, to find out the results. We also review our Stock Of The Year competition - Costa Group vs Baby Bunting. And ...

EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year
As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's time to review the all-important 2019 bold predictions that we made at the start of the year.With a beer for each correct prediction on the line, the stakes could not be higher. Who will come out on top?!In this episode, we go through each prediction, to find out the results.We also review our Stock Of The Year competition - Costa Group vs Baby Bunting.And finall...

2019 Wrap


Expert Investor: Paul Benson - Financial Autonomy
In this episode we're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate about helping Australian's achieve financial independence. This episode is a little different. Rather than a straight interview - we turn the mic's around and have a broader conversation with Paul. We talk about the goal of achieving financial independence and the choices people need to make early to get there. For more information on Paul, check him out at h...


Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing
With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. -------- 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...

Classic Episode: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing
With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian deep value investor now based in the United States. Original show notes and links below. --------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 boo...

EquityMates Investing Podcast Value DeepValue Tobias Carlisle Expert Investor

Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact your decision making, is vitally important, and very hard to master. We hope that by revisiting this episode, i...


Classic Ep: How to avoid being eaten by a lion w/ Meir Statman
With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old, all-time classic episode that we thoroughly enjoyed. It's an interview with Meir Statman - an expert in behavioural finance. We can't talk about this stuff enough. Understanding how your emotions work in relation to markets, and how they can impact your decision making, is vitally important, and very hard to master. We hope that by revisiting this episode, i...

Expert Investor: Warren Buffett's 6 Rules Of Investing
Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process. However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what he has to say has been turned into classic one-liners, such as "Rule #1: Don't lose money. Rule #2: Don't forget rule #2." These are thrown around so often that some...

6 Rules Of Investing From Warren Buffett
Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our investing journey, and learning process.However, over the years, Warren has had plenty of interviews, and opportunities to express his ideas about the market, and his ways of investing. Some of what he has to say has been turned into classic one-liners, such as "Rule #1: Don't lose money. Rule #2: Don't forget rule #2." These are thrown around so often that someti...

warrenbuffett


Trading Talk: Where Are They Now? | Hypothetical Portfolio Update
Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all! In this episode, we take a trip down memory lane. Despite taking the portfolio offline, we've kept it running in the background to see how it would perform. A lot has happened in...

Where Are They Now? | Hypothetical Portfolio Update
Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical portfolio. Now we know paper trading is nothing like the real thing, but the portfolio was designed to help us practice our research process, try new things, and share it with you all!In this episode, we take a trip down memory lane. Despite taking the portfolio offline, we've kept it running in the background to see how it would perform. A lot has happened in m...

portfolio update

Expert Investor: Matt Leibowitz - What's Hot, What's Not in America
Home country bias (where you only buy stocks in your home market) is an important trap to avoid. Australian investors in particular need to break out of the ASX bubble. The opportunity set is just so much larger overseas (Australia represents ~2% of the global share market). So in this episode we set out to understand what stocks are being bought and sold in the world's largest share market - the USA. To help us with this, we were joined by the founder of Stake, Matt Leibowitz. Stake offers brokerage-free...


Basics: Leverage - Increasing your risk and your returns
One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is simply the act of investing with someone else's money. It increases risk, but it also increases potential returns. The best example of investing with...

Investing with Leverage: Increasing your risk and your returns
One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreement amongst the panel (in particular on investing v trading, and on short-selling) there was general agreement that leverage can be a useful tool for young people investing with a long time horizon. Leverage is simply the act of investing with someone else's money. It increases risk, but it also increases potential returns. The best example of investing with l...

EquityMates Investing Podcast Basics Leverage MarginLoan EquityBuilder Debt

Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October
The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: • Ethical investing apps • Investing on crowdfunding platforms • NZ Index Funds & ETFs • Dollar cost averaging v Investing all at once • Value investing & Warren Buffett • Investing in Australian banks • Stock screeners & backtesting tools • Accessing the bond market As always if you asked a question and we didn't get around to it - head over to our Facebook Di...


Trading Talk: Short Selling - Make money while everyone else is losing theirs
Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over short-seller J Capital Research releasing a report about software-company WiseTech Global (ASX: WTC). WiseTech is a market darling in Australia, up over 100% year-to-date, but fell 25% after J Capital released their report. Given short-selling is topical at the moment, we thought it was the perfect time to break down what short-selling is, how it is done and eve...

Who Are We & What Do We Do?
Welcome to Equity Mates Investing Podcast! You have come to the right place if you're looking to start your investing journey. Equity Mates break down the world of investing, from beginning to dividend, to make the markets accessible for you. There's no jargon, no bulls*it, just entertaining and informative content delivered in laymen's terms. Have a listen to our trailer, and then join us on the journey of investing. We look forward to having you onboard!...

Who Are We & What Do We Do?
Welcome to Equity Mates Investing Podcast! You have come to the right place if you're looking to start your investing journey. Equity Mates break down the world of investing, from beginning to dividend, to make the markets accessible for you. There's no jargon, no bulls*it, just entertaining and informative content delivered in laymen's terms. Have a listen to our trailer, and then join us on the journey of investing. We look forward to having you onboard!...

Trailer EquityMatesInvestingPodcast


Tips & Tricks: Best Alternative Sources For Investing Information
You've heard it before - 'knowledge is power' - and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing you can do to improve your performance is to read and read widely. We've previously spoken about the traditional places we go to find information - books, the major newspapers and financial websites, fund manager letters & reports. The list goes on. However, there is another ri...

The Best Alternative Sources For Investing Information
You've heard it before - 'knowledge is power' - and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and reading. Almost every expert investor we have interviewed has said the best thing you can do to improve your performance is to read and read widely.We've previously spoken about the traditional places we go to find information - books, the major newspapers and financial websites, fund manager letters & reports. The list goes on.However, there is another rich s...

information forum reddit hotcopper

Basics: Understanding Market Cap - A Company's Price Tag
One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other asset classes. Every day, a real estate agent calls you to tell you the value of your house or an online portal shows you the latest price someone got for your car. This price tag is the 'market cap' (which when it gets divided by the number of shares - becomes the share price). Market cap (aka market capitalisation) is the value that the market decides a par...


Basics 101: Understanding Market Cap - A Company's Price Tag
One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other asset classes. Every day, a real estate agent calls you to tell you the value of your house or an online portal shows you the latest price someone got for your car. This price tag is the 'market cap' (which when it gets divided by the number of shares - becomes the share price). Market cap (aka market capitalisation) is the value that the market decides a parti...

EquityMates Investing Podcast MarketCap SharePrice SmallCap LargeCap Index

Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider
In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world. In this episode, you will learn: • What the most challenging aspect of Balaji's role is • The what makes Vanguard's operating model different to other ETF providers • The factors that influence portfolio holdings, and new ETF decis...

The $8 trillion ETF Provider | Balaji Gopal, Vanguard
In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strategy at Vanguard Australia. Vanguard has AUD $8 trillion under management, and is one of the largest ETF providers in the world.In this episode, you will learn:What the most challenging aspect of Balaji's role isThe what makes Vanguard's operating model different to other ETF providersThe factors that influence portfolio holdings, and new ETF decisionsThe differe...


News: WeWork, Uber & the moment of reckoning in venture capital
WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank's Vision Fund had expected a $47 billion value at IPO. Instead, the company had to pull its IPO as its expected value dropped to below $20 billion. Days later, the company dismissed the co-founder and CEO Adam Neumann. After pulling the IPO, questions have now arisen about WeWork's ability to stay solvent. Some estimates suggest WeWork may run out of cash within the year (for context: in 2018, WeWork l...

Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets
A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio. So in the spirit of upholding our commitment, and improving our audio quality, we chose not to release that episode. Instead, we're re-releasing one of our favourites. An interview with someone who has been managing money for over twenty years, who founded his own hedge f...

Classic Ep: Clear Thinking On What's Happening In Markets | Jesse Felder
A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio.So in the spirit of upholding our commitment, and improving our audio quality, we chose not to release that episode. Instead, we're re-releasing one of our favourites. An interview with someone who has been managing money for over twenty years, who founded his own hedge fun...

EquityMates ClassicEp JesseFelder indexinvesting gold


Deep Dive : Pharmaceutical Industry
The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest. We continue with our Industry Deep Dive series and jump into pharmaceuticals. In this episode you will learn: • about the revenue and growth of the ...

Industry Deep Dive : Pharmaceuticals
The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest.We continue with our Industry Deep Dive series and jump into pharmaceuticals.In this episode you will learn:about the revenue and growth of the industrya...

pharmaceuticals industrydeepdive industry

Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds
It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset we've wanted to explore a little deeper, so this was the perfect opportunity. Knes has a lot of knowledge about bonds, and breaks it all down for us so we can wrap our heads around it - hopefu...


Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • What happened to book club • What are some of the best episodes to start with to find a good company • What is a portfolio, and how to keep track of them • What happens if the price of an ETF drops to $0....

New Zealand, Portfolios, Uber & More | Ask Us Anything - September
We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode.How to ask us a question:Ask Us Anything PageFacebook Discussion GroupIn this episode, we address questions around:What happened to book clubWhat are some of the best episodes to start with to find a good companyWhat is a portfolio, and how to keep track of themWhat happens if the price of an ETF drops to $0...How to get exposure to the N...

askusanything september newzealand portfolio bookclub

Expert Investor: Julia Lee - Mastermind #4
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks...


Mastermind #4 | Stock Picking w/ Julia Lee
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks!How does it work?Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks di...

mastermind julialee oil santos heineken isingthis

Tips & Tricks - What To Do With Your Tax Return | Spend, Save, Invest?
Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return - some, perhaps, more fruitful than others. In this episode, we talk about what we have done with our tax returns, and then we check in with three of our Expert Investors from the Equity Mates Community, to see what they will do with theirs. You will hear f...

Deep Dive: Agricultural Industry | You Got Beef?
Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products. You'd think it'd be a no-brainer-investment, right? In this Industry Deep Dive, we take a look at some of the key elements of the Australian Agricul...


Expert Investor: Ilan Israelstam, Betashares - ETFs of 2019 | India, Asian Tech Giants & European Blue Chips
If you're new to the show - welcome. You've chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are starting to become endless for investors. BetaShares have released a number of interesting and appealing ETFs over the past 12 months so we decided to chec...

News: Earnings Season Around the World
There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as 'home country bias'. Think about it this way - Australia is 2% of the total value of the global share market. So if you only invest in Australia, you're missing out on the other 98% of the possible investing universe. Even the US - the largest share market in the world - is less than half of the global shar...

Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies
We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equit...


Your Questions: Ask Us Anything (pt. 2) - Finding Information | Major Economic Indicators
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • Where we go for investing information • Where do we start looking for stocks • General indicators of a recession • Best way to minim...

Ask Us Anything : Finding Information | Major Economic Indicators
We’ve gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!)How to ask us a question:Ask Us Anything PageFacebook Discussion GroupIn this episode, we address questions around:Where we go for investing informationWhere do we start looking for stocksGeneral indicators of a recessionBest way to minimise the impact of a downturn o...

askusanything augiust part2

Your Questions: Ask Us Anything (pt. 1) - Stop Loss | Minimum Funds | Recessions & More
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them over this 2 part series (there were too many good ones to limit it to just one episode!) How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • Is $500 enough to start investing? • Should a stop-loss be used to protect a house deposit? • What is the correlation between the ASX...


Basics: Cash Flow & Profit | What's More Important For A Business?
Cash flow and profit - both are important elements of a healthy, growing business. But don't get them confused as being the same thing. One of the biggest reasons that many businesses and entrepreneurs go out of business, is because they don't manage their cash flow. Just because a business is profitable, doesn't mean it's got sufficient cash flow to sustain itself. Understanding the difference between the two, and what it means for the business you want to invest it, is important. In this episode, you w...

News: Argentina's Market Plummets 48%. Why? | Emerging Markets
On August 12th, 2019, Argentina's S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% - the second-largest single-day drop of any stock market since 1950. The Argentine peso also fell 15%. So the question is, why? Investors were spooked by the result of a primary election, and with the economy already struggling, and debt mounting, it increased fears for the possibility of Argentina defaulting on its debt, again. In this episode, we look at the context surrounding...

Expert Investors: Julia Lee - Mastermind #3
Mastermind has quickly become one of the most popular mini-series of Equity Mates. And for good reason. We love sitting down with Julia Lee to pitch a stock or trade idea to each. It's with great excitement that we bring you the 3rd episode in the series! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a go...


News: 10 Companies We've Noticed This Earnings Season
Earnings season - that time of the year when public companies report their half year or full year financial results. We're about halfway through the season at the moment and we've seen some very noteworthy reports so far. The most important thing to keep in mind when companies report - don't get too caught up in the expectations game. Analysts will have expectations and the share price will move based on how the company performs relative to these expectations. At Equity Mates what we focus on is asking ' ...

Basics: Exchange Rates - Money Makes the World Go Round - Here's How
The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As such, its important to avoid 'home country bias' and expand your investing universe to take advantage of opportunity around the world. Especially today with technology making it easier than ever before to access global markets. The first thing every investor must do when investing overseas is exchange their money into a foreign currency. With 180 currencies ar...

EM Chat: What we've been watching in markets - Short sellers, Gold & Bitcoin
There's been plenty happening in markets recently, and even with 2 episodes a week we haven't had a chance to discuss it all. So in this episode we catch up on a few topics we've had our eye on. This includes changes in our personal investing journeys, new products for investors we're trying and big changes in the world of finance. In this episode we discuss: • The recent performance of the price of gold • The difference between paper gold and physical gold • Why gold is a counter-cyclical asset, and w...


Basics: Central Banks & Interest Rates
Unless you've been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you've heard a lot about central banks and interest rates in the media. Particularly over the past couple of years. We're going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question - do they have the influence they once had? In this episode, we break down central banks and interest rates, to help you piece the economy together. We answer th...

Expert Investor: Adam Verwey - Is sugar an ethical investment?
The first thing you need to understand about ethical investing - it's a myth that you're sacrificing returns for morality. In fact, over the last 12 months (so including 2018's horrific end of the year) the ASX200 is up 8% and the S&P500 is up 3%. In comparison, Betashare's Global Ethical ETF (ASX: ETHI) is up 12% and their Australian Ethical ETF (ASX: FAIR) is up 15%. So it seems that good morals make for good returns. To unpack the world of ethical investing, we sat down with one of the pioneers of this...

Deep Dive: Lithium - Powering the Renewable Energy Boom
Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy generation - making it a critical component of the current transformation of our energy grid. This has put lithium miners front and centre of people's minds and lead to a stock market boom in many lithium stocks. In this episode we break down the lithium mining industry, the key players and the key trends you need to pay attention to if you're investing in the...


Your Questions: Ask Us Anything - July | China's New Market, Margin Loans & Questions from International Listeners
Last episode of the month means it time for our Ask Us Anything episode. We've been collecting your questions from social media, our website and email and we answer the best questions here. In this episode we answer questions on: • China's new stock market - STAR Market • Raiz's increased management fee • Employee stock options • Investing in Asian stocks, particularly TenCent • Understanding economics • Best brokerage platforms • Investing in alternative asset classes • Margin loans & NAB's Eq...

Expert Investor: Jodie Hampshire - Is There Value In A Financial Advisor?
Is there value in a financial advisor? We got Jodie Hampshire on to help us find out. Jodie is Managing Director of Russell Investments, Australia - a global asset manager with $400m under management across the world. She is also a member of the firm's Australia Leadership Team and the Russell Global Council. Russell Investments has just released a new Managed Account offering, so we spend some time discussing how they differ from your traditional managed account. However, the main reason for getting Jodi...

Expert Investor: Peter Wilmshurst - Finding Value In Global Markets
Ever wondered what the day in the life of a portfolio manager looks like? Well in this episode you will find out! We were lucky to grab some time with Peter Wilmshurst, Portfolio Manager at Templeton Global Growth Fund (ASX: TGG). Templeton Global Growth Fund is a Listed Investment Company (LIC), listing in Australia in 1987, however, they have a global approach, investing in some of the world's better-known brands. Peter has a strong focus on finding value in his investments. In other words, finding comp...


Expert Investor: Julia Lee - Mastermind #2
Mastermind is fast becoming our favourite episode of the month. The feedback from Mastermind #1 has been incredible which is why we're so excited to continue with the format and bring you Mastermind #2. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is ...

Expert Investor: Chris Reining - How To Save And Invest Your Way To Retirement
We all dream of retiring early, don't we? One of our broader goals for investing, at Equity Mates, is to use stocks as a way of removing the need to rely on a pay cheque later in life. However, developing a substantial investment portfolio, that generates enough income for you to retire, can appear quite daunting, and maybe unachievable. Particularly if you have a mortgage, dependencies, or an inconsistent income stream. The good news is, however, there are steps and some simple investing principles you ca...

Basics: Key Metrics for Different Investing Styles
One of the most common questions we get asked is "what metrics should I be looking at?" Our unhelpful answer back is often "it depends..." Different investing styles lend themselves to different investing metrics. So in this episode we focus on three major styles of investing - Value, Growth and Momentum - and talk about some key metrics for each style. Keep in mind these lists are not exhaustive and distinctions are not clear. These metrics can be useful for all types of investors to try and build a com...


Expert Investor: Henry Jennings - How Small-Caps Can Give Big Returns
You may have heard of micro-cap, small-cap, mid-cap, large-cap, and mega-cap before. No, it doesn't refer to sizes of cappuccinos! It refers to the market capitalisation of companies. Many investors choose to specialise in investing in companies of a particular market capitalisation, because companies can have different attributes depending on where they are in their growth cycle. Generally speaking, a micro-cap company would be very early on in its growth cycle, compared to a mega-cap. We've had a lot of i...

Expert Investor: Mark Bernberg - The Biggest Investing Opportunity Since The Creation Of The Internet
The Cannabis industry has been on our radar for a while now, but it's still so early on in its growth (pun intended). There's a lot to learn about the industry, and we believe it's important to start understanding it now, as the investing opportunities are potentially immense. That's why we sat down with founder and CIO of the Green Fund, Mark Bernberg. The Green Fund is a global research house, covering the global cannabis industry with a specific focus on the APAC region. Mark also runs a fund, specifica...

EM Chat: Tracking our 2019 Bold Predictions
New Financial Year seems like a good time to review the predictions we made at the start of the year (also Bryce's book still hasn't arrived for our monthly bookclub - thanks Amazon - so we've had to delay that). So enjoy listening as we review some of our predictions from 6 months ago. There are some that we can make a call on (i.e. Alec's prediction for the 2019 Federal Election) and a lot that we're tracking as we enter the second half of the year. Topics include: • Overall market performance • In...


Your Questions: Ask Us Anything - June | Franking Credits, Diversification & Facebook's Cryptocurrency
Last episode of the month, means we're once again answering your questions. In this episode we're answering questions on: • Franking credits • Bonds and fixed income products • Mergers and acquisitions • International diversification and exchange rates • Facebook's new cryptocurrency Libra • Intrinsic value • Knowing when to sell If you want to ask questions for our next Ask Us Anything episode, reach out to us via email, social media or the Ask Us Anything section of our website. How to Get Invo...

Basics: Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing
Ethical investing is becoming increasingly popular, and it's also delivering some great returns. Due to popular demand, we've dedicated this episode to explore ethical, socially responsible and sustainable investing. According to the Responsible Investment Association Australasia, "responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments." As it's an area o...

Expert Investor: Julia Lee - Mastermind #1
Wow, this episode is a cracker! Julia Lee is an Australian Equities Analyst at Bell Direct, and loves talking about stocks. We're so excited to have her back on the show. The last time we spoke with Julia, it was such a success we had to get her back on. So this is the first episode of our Equity Mates Mastermind sessions. How does it work? Each month, Ren (Alec) & Bryce will come together with Julia, and each pitch a stock we think is either interesting, be it due to its business model, its opportunity for...


EM Chat: Inside The Mind Of A Beginner Investor | Mates of Equity Mates
This episode is a cracker - a must-not-miss! One of the original reasons we started Equity Mates was to track the journey of other beginners, as we all learnt to invest together. We believe there is a huge amount of value in learning from other beginners because we all face the same challenges. While it's still very important to get insight and ideas from the experts, sometimes it's refreshing to hear the experience of someone on your level. In this episode, we start our Mates of Equity Mates series and s...

Expert Investor: Meet The Investor: Paul Moore | Back Your Conviction
We don't need to look very far to find some very successful and talented investors in our very own backyard. Many episodes ago we introduced Meet The Investor, with Kerr Neilson - the beginning of a series of episodes introducing you to an Australian investor you may not have heard of. After a hiatus, we're returning to this format to bring you the second episode of Meet The Investor. We've chosen Paul Moore. Who is Paul Moore: Paul Moore is the founder and Chief Investment Officer of PM Capital. He develop...

EM Chat: Free Money! Now that we have your Interest... Rates
The RBA made history last week. For the first time in nearly three years they moved interest rates. Notably, the moved interests rates down, cutting the cash rate to historic lows - just 1.25%. For context, at the depth of the Global Financial Crisis - rates were 3%. In this episode we go back to basics and explain what the importance of the RBA's cash rate, and what the implications are across the economy. By the end of this episode you'll be marking the first Tuesday of every month into your calendar. ...


Expert Investor: Ted Richards | The Dunning-Kruger Effect
It wasn't enough for Alec to speak with his AFL hero the first time, so we decided to get him back on the show for another guest interview. This episode we chat with Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park. Ted has recently returned form some time abroad, where he studied behavioural finance at Harvard. We spend time unpacking some of his learnings. Understanding and recognising mental bias as an investor is v...

Book Club: Lessons from a $500 Billion Company
First episode of the month means one thing - Equity Mates Book Club. Last month we read Sam Walton's book Made in America. By telling the story of one of the greatest ever American business people, Made in America tells the story of Walmart. Starting in 1962 with a handful of stores it charts the journey to the giant of global retail that it is today. In this episode we unpack some of our actionable insights from the book, and explain how the lessons learnt from this one company can be applied across the ...

Your Questions: Ask Us Anything - May
As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our 'Ask Us Anything' forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In this episode you will learn: • about software for tax (or the best way to approach tax time) • our thoughts on trying to choose between ASX200 or the S&P500 • if there is a wi...


Deep Dive: Aviation | Is This Industry Taking Off?
With revenue of $43.5 billion, adding $15 billion to the Australian economy in 2017, the aviation industry is massive and can provide plenty of opportunity for investors. The industry is not just all about the big-name airlines though. It can be broken down into five main subsectors: • Domestic commercial aviation • International commercial aviation • General aviation • Air-freight transport • Aviation support infrastructure Within these, there are over 1,800 companies in Australia, both private and ...

Classic Ep: Why Alan Kohler is Disgusted with Warren Buffett
For this episode we're reliving one of our favourite all-time episodes - our interview with Alan Kohler. Released in September 2017 (episode 18 of Equity Mates) we spoke to the ABC Journalist and former editor of the Australian Financial Review about his life, career and thoughts on the market. We're hoping all of our new Equity Mates enjoy hearing one of our earlier interviews. For those that have been with us from the start, we hope you enjoy reliving our conversation with one of Australia's most promin...

Trading Talk: Stocks Affected by the Election Result
With the Australian Federal Election now in the books, there are a number of CEO's out there either licking their wounds or celebrating their good fortune. Some of the policies announced by the major parties would've had big effects on the fortunes of their companies. A few days before the election we spent some time looking at a few key announcements and noting particular Australian companies that would be closely watching the result....


Expert Investor: Julia Lee - Picking Stocks
For this episode we sat down with notable Australian market watcher and equity strategist at Bell Direct, Julia Lee. Julia has worked in Australian markets for the majority of her career and is joining us to give us some insight into the Australian market. We cover off on all the hot topics from the Buy Now, Pay Later sector to the Infant Formula boom Australia is living through. We also ask Julia about her work studying the drivers of share price movement (something we all want to understand). In this ep...

Expert Investor: Warren Speaks, We Listen: Berkshire Hathaway Q&A - Part 2
Part 2 of our Berkshire Hathaway Annual Meeting special sees Warren Buffett and Charlie Munger answer a range of questions from investments in American Express and Sees Candy to their thoughts on automation and what that will mean for jobs. If you missed Part 1, you can listen here or in your podcast feed. Questions in this Episode: • Sees Candy - 5:06 • Apple - 12:18 • What Warren and Charlie Value - 15:42 • Activist Investors - 18:33 • Circle of Competence - 21:14 • Sustainability - 26:26 • In...

Expert Investor: Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A - Part 1
There were two big celebrations of investing over the weekend. In the Southern Hemisphere - the Equity Mates 100 Episode Party. In the Northern Hemisphere - Berkshire Hathaway's 2019 Annual Meeting. The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 year old Charlie Munger. One highlight of the weekend is Warren and Charlie's Q&A. This year they sat on stage and answered questions f...


Next Top Trader: Alan Ng | How To Win A Trading Competition
Last week we announced the winner of Next Top Trader, and as promised, we sat down to discuss the winning moves with Alan. Alan, 20 years old, did a fantastic job to win the competition in 6 weeks, with over a 30% return. With a focus on day trading, and swing trading, Alan had to change his strategy as he was going on holidays. Luckily, the strategy paid off! Like many, Alan is relatively new to investing, so there is plenty to learn from this episode. He shares his strategy, his investing journey, where...

Book Club: Howard Marks - The Most Important Thing
First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark's classic investing book 'The Most Important Thing'. Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo's - a must read for any investor. In this book Howard uses his old memo's to illustrate some of the most important things for an investor of any level. In this episode you will learn: • What Howard considers t...

Next Top Trader: We Have A Winner! | New York Awaits
It is with great excitement that we can now announce the winner of Australia's Next Top Trader. After a great 6 weeks of trading and investing, there can only be one winner. Our winner had a return of 36% over 6 weeks. That's 315% annualised. A massive result. To find out what stocks he traded to win the trip to the New York Stock Exchange, and how he came storming home in the last week, tune in now! We also look at the average returns for all the competitors, the top stocks and ETFs in favour during the c...


Your Questions: Ask Us Anything - March & April
Now with Australia's Next Top Trader behind us, it's time to go back and answer all the questions that have come in over the last 2 months. There have been so many great ones! We've endeavoured to answer as many as we can, and will post answers to those that we haven't, on the forum on our website. In this episode you will learn: • our thoughts on investing for your child's future, and what assets you could consider • how the holdings in an index fund work - it might surprise you! • why we stopped our...

Basics: Putting the Super back in Superannuation
Superannuation - something everyone has and very few people pay attention to. Most people are aware of the importance of making the right Super decisions, but a lot of the time it gets put into the 'too hard' basket. In this episode we hope to make things a little bit clearer. We've been receiving plenty of questions from listeners (and we'll do a big Ask Us Anything episode soon) but we wanted to pull out some questions about Super and do a separate episode on them. We also talk about our personal Superan...

Next Top Trader: Final Update & Market Recap
Over the past six weeks we've been watching some of Australia's best university students battle it out for the title of 'Australia's Next Top Trader'. With the competition finished, we've recorded this episode to wrap it up and look back on the past 6 weeks. While we're not ready to announce the competition winner, we can announce the winner of the competition within the competition: who won between Bryce and Ren? In this episode you will learn about: • The movement of major US markets over the past 6 we...


EM Chat: Stock of the Year Update
Earlier this year, we each picked one company to be our 'stock of the year'. With the first quarter of the year past we thought it would be a good time to take stock and see how they're going. In this episode you will learn about: • The companies Bryce and Alec chose for Stock of the Year • Why Alec's pick has actually gone backwards • The key industry drivers of Australia's horticultural industry • Why your fresh fruit and vegetables are getting more expensive at the local shops • Why Bryce's pick i...

Next Top Trader: Week 5 Update | Walk Disney Is Hot!
As always, we start this week with an episode that recaps the last 5 days of market trading in the US, the jostling of positions on the leaderboard of Next Top Trader, and a review of our portfolios. With Ren maintaining his lead over Bryce, we look at both of the portfolio's performances and discuss what our strategy is going to be for the last week of the competition. Alec is sitting pretty, so Bryce needs to pull a rabbit out of a hat if he's to have any chance of getting ahead. We discuss why Walt Dis...

Deep Dive: Take a punt on this episode | Casinos
James Packer's company Crown Resorts (ASX: CWN) was in the headlines this week after it was revealed that US-based Wynn Resorts (NASDAQ: WYNN) was interested in a takeover. While Wynn are saying they are no longer interested in Crown, it got us here at Equity Mates interested in the Australian gambling industry. So here is our 'shallow dive' into the Australian gambling industry (think deep dive while trying to keep to our 20 min or less episode length). We plan to do more industry shallow dives in the fu...


Next Top Trader: Week 4 Update | The Best & Worst Performing Stocks
Bullish momentum continued this week in the US, with the markets rising again, just like Ren's position on the leaderboard. With only two weeks to go for the competitors in Australia's Next Top Trader, it's getting to crunch time. In this week's update, we review the week that was in the US, and dive into our portfolios to see who is the better trader at this point in the competition. In this episode you will learn: • How the S&P500 and the NASDAQ performed last week • How the Brexit turmoil is impacti...

EM Chat: Equity Mates Return Home
After a solid 3 weeks of podcasts for Australia's Next Top Trader, we've now reached the point where we can switch our focus back to the core of Equity Mates - the Aussie market. This episode we go back to our roots, moving away from the US markets for the moment, to discuss what has happened on the markets in Australia while we've been dreaming of New York, and helping the contestants get there! In this episode you will learn: • what some of the best performing stocks were for the month of March • wha...

Next Top Trader: Week 3 Update | The Strategy Of A Technical Trader
We're now about to launch into the 4th week of Australia's Next Top Trader, meaning we are at the halfway mark! A lot of traders are in the green, which is great news. Our top 10 are flying, and the race for top spot is really heating up. As usual, to start the week, we discuss the week that was on the US markets. We take a look at oil, the S&P500, the NASDAQ, and discuss the performance of our portfolios. As well as sitting down with Matt to discuss what stocks are hot, and what aren't so hot, we chat wi...


Next Top Trader: Market, Stop and Limit | Different Orders
When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from - market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve. Understanding what these order types mean, and how to execute them, will help you manage your risk and return. The most basic, and common, order type is the market order. In this episode we explain what it means and how it's exec...

Next Top Trader: How To Know When To Buy & Sell
Knowing when to buy and sell may be the difference between making a lot of money in this competition, and actually winning the trip to New York. So in this episode we offer some tips & tricks to help you think about the right time to get in or out of a stock. In this episode you will learn: • 3 possible strategies for timing your buy & sell decisions for this trading competition • Some key considerations when thinking about how much to buy and sell decisions Stocks and resources discussed: • Equity M...

Next Top Trader: Turn Up The Volume!
No, we're not talking about the volume of your speakers. We're talking about the volume of trades. Volume, or the amount of a stock traded each day, is a key metric many investors use to help them make buying and selling decisions. When a stock is in demand, its price tends to go up, as there are more people wanting to buy than sell. Conversely, when a stock is out of favour by investors, and more are wanting to sell than buy, the price tends to be pushed down. Volume helps give you an indication of the f...


Next Top Trader: Investing In Market Sectors
At this point, you're a week into the competition and hopefully have started to make some money. As we enter Week 2, it is important you understand all the different options out there. So in this episode we break down the major categories companies are divided into on the share market, these are known as 'sectors'. Hopefully they give you a greater idea of all the investment options available to you. In this episode you will learn: • The 11 sectors the market is divided into: • Finance • Utilities • ...

Next Top Trader: Week 2 Update | An Expert Look at What's Hot & What's Not
With the second week of trading behind us, it's time to recap the week that was, and look forward to what's coming this week! The markets finished the week down, with a very bumpy ride on Friday night. Volatility shot up, gold hit highs, and utility companies performed well. Tech was hit, and weed cooled. In this episode we: • review the markets in the US for the last week • recap the trades that we made, and how they performed • discuss our strategy for the coming week • get some professional insight...

Next Top Trader: What is a stock vs ETF vs LIC?!
The investing universe is massive. From individual companies to gold, from real estate to government debt - the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found. In this episode, we're going to help simplify the options available by covering off the largest 3 - Stocks, ETFs and LICs (called closed-end funds in America). While there are more...


Next Top Trader: Pardon The Jargon | Company Specifics
This is the final episode of our short 'pardon the jargon' series, and we're focusing on an individual company level. When analysing an individual company you'll often come across terms and metrics that are not clear. We're hoping to make it slightly clearer in this episode today. In this episode you will learn: • What the term Market Cap means and how you can calculate it • How to understand Earnings and Earnings per Share • What Trading Volume measures • How you should understand the Price/Earning...

Next Top Trader: Pardon The Jargon | Key Trading Terms
Part 2 of our 3 part Pardon the Jargon series. If you're a week into the competition and feeling a little unsure of yourself - this is a great place to start. Don't get put off by the terms you haven't heard before and are struggling to understand - we're heard to break them all down. In this episode we're going to break down some of the key trading terms you'll hear. In this episode you will learn: • Quick recap of Stock and ETF's and the difference between the two • How to understand the term Index, ...

Next Top Trader: Pardon The Jargon | Understanding The Market
As a podcast, we hate jargon. We think it is one of the main reasons people never start investing, and we want to help people break through this barrier. So in this episode (and the next couple to come) we're going to break down some key investing terms that you'll come across during the competition and in the course of your investing life. In this episode you will learn: • What is meant by the acronyms NYSE and NASDAQ • How to think about Bull and Bear markets • Definitions for terms; Asset, Bonds & I...


Next Top Trader: Week 1 Wrap | The Top Strategy & What's Hot & Not
We've made it to the end of the first week of competition, and with American markets opening again 12:30am Tuesday morning, it's time for us to do a wrap-up of the first week. In this episode, we discuss how our trades performed over the past week, what we bought and what our strategy will be going into the second week of trading. We get some insight into the strategies of the Top 10 traders on our leaderboard - it's all about cannabis at this point! Make sure you head to the game website for more inform...

Next Top Trader: Utilising Watchlists & Understanding Your Holdings
We've been receiving a few questions from competitors about using Stake, so we wanted to spend an episode explaining two features. Hopefully this helps you with the competition, and gets you one step closer to New York. If you still have questions about the Stake platform or the competition more generally - hit us up at [email protected] In this episode you will learn: • Where to find the shares you own on Stake, and the key information about your trades • Understanding the different between '...

Next Top Trader: Playing The Short Game | Tips To Succeed In 6 Weeks
Next Top Trader is a 6-week competition. That means 30 trading days to win your way to New York. With a short time horizon, you need to ensure your strategy is suitable. In this episode, we break down some key tips & trips to excel with such a short time horizon. In this episode you will learn: • How Chris Brycki won the ASX Sharemarket game 3 times - and what you can learn from that • What to do if your stock starts falling • Why timing is more important than being right • How you can look for event...


Next Top Trader: Finding Inspiration | Where To Look For Your First Stock
Finding the right trade is one of the hardest part about getting started. Every time you find a trade, you can find a way to talk yourself out of it. So in this episode, we cover some of the ways you can find trading ideas, and hopefully set you on the path to finding that competition winning trade. In this episode you will learn: • 3 ways to find stocks: • Let the numbers do the talking • Follow the leader • Use your environment Stocks and resources discussed: • Equity Mates Investing Glossary • ...

Next Top Trader: Game Rules
With Australia's Next Top Trader now in full swing, we want to reitterate the rules, as well as all the ways in which we'll be delivering lessons, updates and market tips to you over the next 6 weeks. Night 1 of the competition is done. 29 trading days to go until one lucky competitor is on a flight to New York. If you haven't made a trade, or haven't signed up yet, don't worry. There is no deadline to sign up or trade, it is simply about who can make the most money in the trading period. So head over to t...

Next Top Trader: The Comp Starts & What's Hot In The Markets w/ Matt
Welcome to Australia's Next Top Trader! You're quite possibly feeling a bit overwhelmed right now, and very unsure on a lot of things, particularly what on earth you might buy for this competition! Have no fear though, we have some fresh ideas coming your way! To kick-off the competition we have Matt Leibowitz, the co-founder and CEO of Stake, joining us to give his insights on the current market conditions and to share a few stocks that are currently on his watchlist. What you need to know: • Join th...


Expert Investor: Brandon - Aussie Wealth Creation | Money Is Made In The Stock Market While You Wait
When we sat down to chat with Brandon, who hosts the YouTube channel Aussie Wealth Creation, one of the first things he said was, "you never know the emotion of trading until you actually do it". We couldn't agree more with this statement. It's one of the most important messages we have for beginner investors. The biggest lessons you will learn are by doing. We connected with Brandon because we both share the same ethos. We started out not really knowing much about investing and decided to record our journ...

103. Ask Us Anything - February (part 2)
Due to the number of questions we wanted to answer, we had to split February's Ask Us Anything over 2 episodes. So here is part 2 - where we answer some of the best questions we've received over the last month. In this episode you will learn: • What are 3 major things to look out for when selecting a Financial Advisor • How you can go about discovering and then monitoring stocks in the US • How to track multiple strategies through the same brokerage account • How we think about crowdfunding equity pla...

Your Questions: Ask Us Anything - February (part 1)
Last episode of the month means we answer all of your questions. We've received so many, that we're going to split this Ask Us Anything over two eps. So part 1 is out today, part 2 will be out tomorrow. As always, you can ask us any question via email or social media. If we don't get to answering your question on the show, we'll endeavour to reply in writing. In this episode you will learn: • What has happened to the lithium markets recently, and in particular AVZ Minerals? • Who the boys are backing -...


News: Reporting Season - 8 Companies Under The Microscope
It's that time of year again when the report cards of companies are released to eagerly-waiting investors, for them to scrutinise. We're talking about Reporting Season. Here in Australia, publicly listed companies are releasing their FY19 Half Year results. For those of you who are new to the markets, there is a requirement that all publicly listed companies report their earnings and performance half-way through the Financial Year, and also at the end. It's a time of year where investors reward, or punish,...

Expert Investor: Louise Bedford - The Queen Of Candlesticks
It's not often you get to talk to a trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks, but in this episode, we were lucky enough to speak to all of them, at once! Louise Bedford is all of the above, plus a passionate educator, and we sat down on a Saturday morning to dive into all things trading (vs our longer-term approach). Trading, in its purest sense, is something that we haven't put into practice a lot, and with our search for Australia's Next Top ...

EM Talk: Why We Invest
Over the past 6 months as more and more Equity Mates have joined us on this journey, we've thought it may be time to do a reset episode. To explain how this podcast started and all that we've learnt over the past two years. Given we're about to tick over to episode #100 - we thought this was the perfect time. In this episode you will learn: • Why Bryce and Alec started Equity Mates • Two key things Alec has learnt over the last 99 episodes. • The major lesson Bryce has taken away from the last two year...


Expert Investor: Canna Campbell aka SugarMumma & The $1000 Project
If you haven't heard of Canna Campbell aka SugarMumma, and creator of the $1000 Project, then this is the perfect opportunity for you to get to know her. Canna is an expert financial planner, who saved over $60,000 in just over two years, without using a cent from her salary. She hustled and hustled, saving $1000 at a time, and then invested that money into income-producing stocks, to start building a passive income stream. In this episode you will learn: • About the power of Canna's very first dividend ...

Book Club: Titan - The Life of John D. Rockefeller Sr.
Another month, another meeting of the Equity Mates Book Club. Over summer we've been reading Titan: The Life of John D. Rockefeller Sr by Ron Chernow. Lucky we had two months to read it, because this book was a big one. For those unfamiliar, Rockefeller was the richest man in America in the early-1900's and goes down as one of the richest men in history. He made his money in the early days of the oil industry and his company, Standard Oil, became the largest oil refiner in the world. While you may not h...

Your Questions: Ask Us Anything - January 2019 (Part 2)
After our Christmas break, we had a lot of questions for our Ask Us Anything show. Way too many for one episode. So we've split it into two. If you have a question you want answered, jump onto the Ask Us Anything section of our website or hit us up on social media. If you haven't already, make sure you sign up for our Next Top Trader competition - https://comp.nexttoptrader.com.au/ In this episode you will learn: • The effect that currency movements have on your overseas investments & how you can benefi...


Your Questions: Ask Us Anything - January 2019 (Part 1)
Last episode of the month means Ask Us Anything - where we answer some of the questions you've asked over the past month. Due to our Christmas break, and the number of questions we've had, we're splitting this up into 2 episodes. So this episode is part one, and then on Sunday we'll be releasing part two. As always if you want to ask questions for next month, jump on the Ask Us Anything section of our website or hit us up on social media. In this episode you will learn: • The tax implications of invest...

EM Talk: Two Stocks of the Year & One Exciting Announcement
Episodes don't get much bigger than this. To kick off, we've got something really exciting to announce. Something we've been working on over summer. Something that might see you winning a trip to New York and walking the floor of the New York Stock Exchange. Wouldn't that be something! On top of that, we've each got our final bold prediction for 2019. In this episode we each pick our Stock of the Year. For those who missed it in 2018, this is where both Bryce and Alec pick a stock to go head-to-head - winn...

EM Talk: We're Back! 2019 Bold Predictions
We're back for 2019! After a short Christmas break, we're ready for a big year and excited for some of the new things we've got planned. As is tradition, we used the first episode of the year to make some bold predictions for the year ahead. We'll also recap our 2018 predictions and see how we went. In this episode you will learn: • Recap of 2018 bold predictions - who won and who lost • How our 2018 Stock of Year picks went • What we're predicting will happen in the year ahead...


Summer Series #5 - Prime Financial Group (ASX: PFG)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Prime Financial Group (ASX: PFG), an integrated Accounting, Wealth Management an...

Summer Series #4 - Doriemus PLC (ASX: DOR)
Welcome to another episode of Equity Mates' Summer Series. As we take a break over the Christmas period, we're releasing a series of deep-dive episodes to keep you going until we're back in the New Year. We've randomly generated 5 ASX ticker codes and will discuss one company per episode. The aim of the series is to show how we go about researching a company, and how we begin to formulate a thesis. In this episode, we discuss Doriemus PLC (ASX Code: DOR), a British oil and gas company. In this episode y...

Summer Series #3 - GPT Group (ASX: GPT)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss GPT Group (ASX Code: GPT). In this episode, you will learn: • What a Real Estate Investment Trust (REIT) is • The real estate assets that GPT Group own and manage • How the downtu...


Summer Series #2 - Latin Resources (ASX: LRS)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Latin Resources (ASX Code: LRS). In this episode, you will learn: • Details about Latin Resources as a company • Why Latin Resources is focused on lithium in Central America? • The...

Summer Series #1 - Baby Bunting (ASX: BBN)
Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss Baby Bunting (ASX Code: BBN), Australia's largest specialist baby-goods retailer. [We know the audio quality isn't great in patches. We're making sure it'll be better for the remainder o...

EM Talk: Farewell 2018
Before we take a break for Christmas and the New Year period, we take some time to tie a few things off and have a final quick discussion on the state of the market. But don't panic! We will still be releasing episodes over summer. Each week we're going to deep dive into one random company from the Australian Stock Exchange to see if we can find anything interesting. We'll discuss how we researched the companies, look at the balance sheets and highlight any pros or cons to look out for. A massive thanks to...


Expert Investor: Jesse Felder - Clear Thinking On What's Happening In Markets
We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The ...

Book Club: Little Book That Still Beats The Market
First episode of the month means the next instalment of the Equity Mates Book Club. We're pretty excited to talk about this book - an investing classic - The Little Book That (Still) Beats The Market by Joel Greenblatt. Greenblatt has serious bona fides as an investor. Running his fund Gotham Capital between 1985 and 2006, he returned an average of 40% per year! That would've turned his initial $7 million into $8.2 billion in just 21 years. Greenblatt wrote this book for his kids, to teach them the basics ...

Your Questions: Ask Us Anything - November 2018
End of the month can only mean one thing - Equity Mates ask us anything. Once again we've collected some of our favourite questions from our website, social media and email and will answer them together on the show. In this episode we answers questions on: • Individual stock picking or ETFs • Cyber Monday • The actual mechanics of how shares are bought once you select 'buy' • Differences between major indexes • The key things to keep in mind when thinking about superannuation • Why Woodside (ASX: WP...


Trading Talk: What's Happening In Markets & How We Are Investing
Since we began this podcast in January 2017, global markets have been on an incredible run. 2017 was an uninterrupted climb higher and higher, and aside from one hiccup in February, the first half of 2018 looked much the same. Word on the street was that our podcast was a good luck charm: as long as Bryce was talking, markets would keep rising. Alas, it appears this is not the case. Recently markets have started to fall pretty hard. Most of the time we try and avoid talking about the day-to-day movements of...

Expert Investor: Daniel Foggo, RateSetter - Understanding Peer-To-Peer Lending
Knowing what to do with your cash while you're perhaps saving to invest it in stocks or compiling it to buy the next dip, is sometimes hard. You might also have an emergency fund, or you're saving for a house. In such a low-interest rate environment, putting your cash in the bank doesn't really give you the greatest of returns. This episode we explore an alternative to putting your cash into the bank. We look at peer-to-peer lending, with CEO of RateSetter Australia, Daniel Foggo. Peer-to-peer lending is l...

EM Talk: Christmas Is Coming... And So Are Two Massive IPO's!
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 episode to find out what companies we'll be looking at (and how we struggled to select them). However, Christmas ...


Basics: Okay, So You Want To Start Investing?
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 around the corner, we thought it would be a great opportunity to revisit some of our Basic 101 episodes we've done,...

Trading Talk: The Buy-And-Hold Cult
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 example, and held through the crash, then you would be well up on your initial investment. The buy-and-hold strategy....

Book Club: Liar's Poker
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 Liar's Poker by Michael Lewis. Lewis is the best-selling author of Moneyball and The Big Short. This is his first ...


Your Questions: Ask Us Anything - October 2018
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 and answer it on the final episode of every month....

Trading Talk: ASX Game And An Afterpay Update
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 Afterpay over 12 months ago, and have watched it run crazy. However over the last couple of months haven't been s...

Expert Investor: Todd Harrison - The Emmy Award Winning King Of Pot
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 started Minyanville Media, an Emmy Award winning financial media company and now is founding partner and Chief Inves...


Expert Investor: Chris Brycki - 3x Winner Of The ASX Sharemarket Game
"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 (Accounting/Finance Co-op Scholarship) from the UNSW and is a member of the ASIC Digital Advisory Committee. Chris is a...

Expert Investor: Kerr Neilson - Meet The Investor
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 listeners. For while everyone knows Warren Buffett, other great investors aren't too well known, especially those fr...

News: Millennial Portfolio Update
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 portfolio In this episode you will learn: • Why Elon Musk and Tesla was sued by the SEC • What the settleme...


Your Questions: Ask Us Anything #1
'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 choosing ETFs based on the current stage of the business cycle. In this episode you will learn (heaps!): • How...

EM Talk: Bryce Surprises Ren
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 boys are backing in the AFL Grand Final • How Alec is thinking about investing late in the business cycle •...

EM Talk: No GFC 2.0?
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 (well, depending which side of the bet you were on), this wasn't the case, and the world continued as normal. ...


Basics: Forget Stock Picking
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 - even Warren Buffett had his IBM moment. Importantly, it is one that can get new investors lost in a sea of jargon...

Your Questions: Listener Mailbag #2
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: • What happens to companies like Spaceship and Raiz, and the underlying assets, when the market tanks • Wh...

News: The Strangest IPO
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 shares at a determined price before it opens on the stock market, with the hope that over time the share price will g...


News: Another Day, Another PM | How Leadership Changes Affect Markets
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 (link below). In this episode you will learn: • How Scott Morrison's victory affected markets. • The different...

Tips & Tricks: The Biggest Risk Is Not Investing | Books
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 people must start investing early and buck the conventional market wisdom • Why picking 'the hottest' stoc...

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