Equity Mates Investing Podcast

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 products more accessible to investors throughout Australia. Prior to joining the ASX, Rory held positions at Fidelity Investments and Perpetual Investments. He has a Bachelor of Commerce and an MBA from the University of Sydney.In this episode we cover:What is the ASX Investor StudyHow it is done, and how COVID affected it this yearThe key lessons from the 2020 edition of the ASX Investor StudySome of the key trends that are emerging amongst Australian investorsWhy Australians are investingHow investor behaviour has changed during COVIDHow Rory expects investing trends to evolve over the coming yearsYou can read the full 2020 ASX Investor Study here.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 mind, protecting critical infrastructure and networks has never been more important. There are a number of great companies (with not so great names...) that offer cyber security services to governments, businesses and individuals. In this deep dive we take a look at the industry, some of its key attributes and how you can invest in it.In this episode you will learn:The context for the cyber security industrySome of the common cyber security risksThe story of notable cyber attacksCOVID's impact on the cyber security industryWhy Bryce hates the name of many cyber security companiesHow you can conceptualise the different players in the cyber security industryThe options to invest in cyber security - ETFs, cyber-related stocks and cyber security stocksSome of the key risks to investing in the cyber security industryFor more, check out the cyber security deep dive on the Equity Mates website.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, Huffington Post, and she has appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.In this episode we cover:Lyn's personal investing philosophyHow she explains what has happened in financial markets since COVIDThe US government's fiscal response and what it means for US government's debtHow the US will manage its debt (now over 100% of GDP)Whether the US dollar will hold its status as global reserve currencyThe Federal Reserve's monetary response to the COVID crisisThe long-term implications of the Fed's $7 trillion balance sheetWhat discount rate Lyn uses with interest rates at historic lowsWhy Lyn is bullish on Bitcoin__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 Portfolio webpage here.This is not a buy, hold or sell recommendation. The purpose of this portfolio is to learn about others ideas and processes of investing.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 rules for investingHis thoughts on COVID's effect on the marketsWhat the recent ASX reporting season has taught himWhy Owen focuses on small cap companiesThe reason why software companies offer particularly attractive investment opportunitiesResources discussed:Rask Invest's courses (with Equity Mates listener discounts)The Rask Invest philosophyOwen's value investing programOwen's YouTube presentation on Xero & his investment philosophyASX software stocks (Owen's articles):10 largest software/tech stocks on the ASX10 software stocks under $1 billion market cap10 software stocks under $500 millionAustralian Finance PodcastAustralian Investors Podcast__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 Hi Fi (ASX: JBH)Kogan (ASX: KGN)Baby Bunting (ASX: BBN)Breville (ASX: BRG)Magellan (ASX: MFG)Woodside (ASX: WPL)Transurban (ASX: TCL)Treasury Wine Estates (ASX: TWE)SCA Property Group (ASX: SCP)GPT Group (ASX: GPT)Charter Hall WALE REIT (ASX: CLW)Altium (ASX: ALU)For more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 process begin?[12:09] How do you choose what ETF is right for you?[14:36] What is your opinion on ETFs overlapping - index vs industry etc[16:47] How many is too many ETFs?Comparing ETFs  [18:47] Other than management fees what are other factors to consider when comparing ETFs[21:55] How do you/should you try to ‘value’ an ETF like a normal stock?[26:07] What are some of the common risks associated with investing in ETFs; what can I implement to reduce these risks?International ETFs: currency hedging, tax[28:55] International ETFs overview – can link in broader tech exposuresWhy it’s good to pick a locally domiciled product (W8 ben forms etc)[34:00] What is currency hedging, and what is it used for?LANCE ASKED - [38:37] The great Michael Burry and journalists have been reporting we’re in an ETF bubble. Whilst ETFS make up 90% of my portfolio I’m a little hesitant to continue down this path when I hear things like this.KIERAN ASKED - [42:08] What are some of the ETFs BetaShare is looking to bring out in the next year?DANIEL ASKED - [46:04] Are ETFs liquid enough if you need to exit?SIMONE ASKED - [47:20] Sneakers Vs. Shares: What differences is there when trading the physical (kicks/cars/collectables) and the digital? P.S. best recent pickups for sneakers (read this part out)SCOTT ASKED - [49:48] If the ETF tracks the ASX 50 and I invest $50, is it $1 into each company equally?CHRIS ASKED - [51:05] How does rebalancing happen with ETFs?_________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 philosophyWhy Nick prefers global small and mid cap stocksThe key features of the Aussie small cap market compared to other parts of the worldHow COVID has impacted the global small cap marketNick's three specific small cap stocks:Ritchie Bros Auctioneers (NYSE: RBA)Verisk Analytics (NASDAQ: VRSK)Nemetschek Group (ETR: NEM)-------------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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. Try it now for 30% off with free shipping. Search Jacob’s Creek PodcastSome of the bold predictions we review:We will see a company with a $2 trillion market capAirBNB will be the biggest IPO in 2020US Federal Reserve balance sheet will once again go over $4.5 trillionAustralia’s GDP growth will be less than 1.75%India will be the star stock market performerResidential property prices will experience +10% gains in both Sydney and MelbourneWe're looking forward to seeing how these pan out over the remainder of the year - some very likely to happen, others likely to finish differently!Remember to drink responsibly.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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-19RetailBig TechSome of the companies we review:NetflixSnapKrogerAlbertsonsAmerican AirlinesSouth West AirlinesCarnival CorpAmazonFor more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 investmentWhat attracted Usman to the stock marketIf the boys in the cricket change rooms also get around stocks!Usman's investing philosophyHis 'mistake' with AfterpayWhat's in his portfolio, and what stocks he likes looking atHow he determines what to buyPlus much more!__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 sellReview your feedback on the last two episodesDetermine our starting position in cash; starting position in portfoliosDecide our weighting for core portfolioHow much cash in the core portfolio Acknowledge your stock submissionsIntroduce you to the concept of Expert WatchlistRemember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”.In this episode:we discuss what fixed-income investing iswe go back to some of the basics, to understand investing in bondsunpack Chris' investing philosophywe talk about the role of fixed-income in a beginner portfolioChris shares his views on the Australian housing market, the US election, and China's decoupling from the Westunderstand why it is important to know that Xi Jinping is 180cm tall!Plus much moreFollow Chris on Twitter, or check out Coolabah Capital's website._______Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 portfolioInvesting with COVID uncertaintyParticipating in share reinvestment plans for international sharesThe opportunities to invest in the fake meat trendLessons we've learnt since we started the podcastThoughts on thematic ETFsDetermining a 'good' management teamInvesting with optionsInvesting with leverage: margin loans and NAB equity builderBuilding a core portfolio of overseas ETFsIf you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 investmentWhat the Future Impact Small Caps Fund is, andWhat the fund is trying to achieveHow Emilie and eInvest define ESG and the difference between a dark green and light green companyAbout negative and positive screening, and exclusion listsThe research process Emilie follow to uncover stocksThe key characteristics they look for in small cap stocksPlus much, much more!For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates———————Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 the company and the capital raising.Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode. Hosted on Acast. See acast.com/privacy for more information.

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' portfolioOur investing philosophy for our core portfolioThe rules we will be applying for this portfolioHow we are thinking about portfolio construction and rebalancingSome key asset classes that can be included in a core portfolioExamples of core portfoliosThe first six ETF's we will be holding in our core portfolioWhen listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general in nature and are had for the purposes of financial education. Before investing please ensure you do your own research, reach the PDS available and speak to a financial advisor if you have any questions.———————Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 firms, advising global investment companies. Since arriving back in Australia in 2003, Danielle has used and expanded her skills for her own investment portfolios covering the Australian and US markets.She has taken this experience, and Shareplicity strips it all back to the basics. In this episode you will learn:Three financial indicators to use when researching a companySome red flags to be aware of when looking at a company's financial positionHow to think about dividends as a millennial investorThe signs that a stock is a 'game-changer'Why a set-and-forget strategy isn't always sensible3 stocks on Danielle's watchlist that are exciting herPlus much more!———————Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 portfolio with your help. We'll be setting some rules of engagement, and then reaching out to the Equity Mates community to help add stocks to the portfolio. We'll also be building a 'core' portfolio of ETFs and index funds that we can use to track performance.To submit your ideas, hit us up via email, or our social channels.———————Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 interesting ones in there as well.If you want to sign-up to Stake, they're giving away a FREE stock once you do, and fund your account. You could get Nike, Dropbox or GoPro, for FREE! Use EQUITYMATES when you sign-up.---------------------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 back to basics and do a deep dive on brokers.In this episode you will learn:The different types of brokers availableHow Bryce and Ren think about choosing a brokerThe key factors to consider when choosing a brokerPoints of difference between brokers in AustraliaThe brokers that Bryce and Ren use personally, and whyWe then unpack some of the most common 'investor types' and give our opinion on the most suitable broker. These include:Looking for the cheapest option to buy stocksLooking to buy international stocksWanting to dollar-cost averageLooking for all the bells-and-whistlesAfter a community of investorsWanting to buy more than just stocksDay tradersIf you're after more information on brokers, we've set up a page dedicated to choosing a broker. Head to www.equitymates.com/brokers_______Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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, and bitcoinMalcolm's incredible defeat of the British Government as a lawyer in 1986, aged 32The transition from law to financeThe establishment of Whitlam Turnbull & Co - Malcolm's investment bankInvesting in Siberian goldWhat it was like to establish an investment bank four months before the 1987 crashThe story behind the successful OzEmail investmentKey areas of opportunity for Australia in the coming years_______Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 performanceThinking about your superannuation during COVIDDividend reinvestment plansDeciding on what broker to useThe impact of Reserve Banks printing money and cutting interest ratesInvesting in your circle of competenceShare registriesInvesting in the US and completing the W8-Ben formThe US presidential election and its impact on marketsInvesting in emerging marketsWater as an investable assetInvesting on behalf of your childrenIf you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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, Chris shares:His thoughts on the market's rebound from the COVID-induced crashHow Magellan responded in the early days of the pandemicHow he is thinking about investing during the market's recoveryA deep dive on three specific stocks: Facebook, Visa and Tencent----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 interesting data around the most bought stocks since the Feb market high and since the March crash, broadly showing that the most popular stocks haven’t necessarily been the best performing ones.We unpack some of the stocks from the data as well as get Jess's views on investing during the fallout of COVID-19.Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 sharemarket indices. Since we last had him on the show, as lot has changed in both the ethical investing and superannuation spaces, so we decided to get him back for an update.In this episode, you will learn:If Adam thinks Tesla is an ethical companyWhere Amazon sits on his ethical scaleHow a kid from Broken Hill went on to start Australia's first fossil-free super fundHow COVID-19 has affected the Australian superannuation industryHow COVID-19 has affected the ethical investing universeHave you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 Traded Options desk as well as the International Trading Desk. He has also worked for leading companies in the financial market, such as TD Waterhouse, Astley and Pearce, and Exco International.eToro have recently announced zero commission trades on all US stocks, and in this show we unpack what that means for Australian investors. In particular we hear what effect zero commission trading has on investor psychology and whether we're seeing a price war in the retail brokerage space (similar to what the US went through a few years ago). We also unpack the recent coronavirus-affected markets and the investor behaviour that Robert has observed at eToro during this period.If you're interested in finding out more about eToro's zero commission US trade - check them out here.-----Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 then get stuck into a specific company that Yaron is looking at, and suffice to say it is an interesting one. RCI Hospitality (NASDAQ: RICK) is an operator of strip clubs, nightclubs, gentlemen's clubs and US-military themed restaurants. Yaron explains his process to research RCI and his investment thesis for the company.-----Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 the state of the broader market, what we can learn from the actions (or lack thereof) of Warren Buffett and Charlie Munger, and what we can expect for the remainder of 2020.Tobias is one of our favourite US market commentators and is worth following on Twitter (@Greenbackd) or at his website (The Acquirers Fund).-----Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 opportunities Andrew is seeing in market's today. In particular we unpack the work Andrew is doing in the Japanese market finding truly undervalued companies. We also touch on some of Andrew's thoughts on Private Equity and the reasons he sees trouble ahead for this part of the market.-----Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 very long-term time horizons.In the conversation, you will learn:How Ed pursued a passion for cricket and financeThe story of Ed's side-hustle, Tripod CoffeeThe story of how TDM startedHow TDM took $1m to over $1bn in assets under managementTDM investment philosophy and approach, and what makes them uniqueExamples of some of the companies TDM invest inAs you will hear in the show, Ed is also the founder of Tripod Coffee - Australia's most sustainable coffee pod. Check it out here.Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 that impact everybody. We thoroughly enjoyed this interview, and want to thank Rachel for sharing her personal stories with our audience.In this episode, you will learn:A bit about Rachel's background and how she came to be working in superannuationWhat is wrong with the current superannuation system, particularly for womenWhat is the gap between men and women at retirementHow millennials should think about superWhat FairVine is and their missionSome of the investment strategies FairVine have on offerHow FairVine is different to other super fundsHave you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 been prepared with your personal financial circumstances in mind. Before making any investment do your own research, read the PDS and consider speaking to a licenced financial advisor.Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 AmericaHow coronavirus may shutter some of Berkshire's businessesWhy today's economic crisis is different to the 1929 great depressionHis thoughts on the American airlines and why he soldWhy Warren won't hold underperforming businessesWhy Warren isn't worried about the US Government reportingHis thoughts on breaking up Berkshire into smaller companiesWhy Warren suggests investors should buy stocks despite Berkshire sitting on cashHave you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 companyWhat the company doesThe key metrics that make the company appealingIt's valuationWe thoroughly enjoyed diving into his three choices, and hearing about his investing approach.In this episode you will learn:The major lessons Andrew learnt from his first investmentThe importance of knowing what you are buying, and understanding when your thesis is brokenHow Andrew founded Strawman.com and what if offers private investorsHis investing philosophy and how it applies to:Integrated Research Limited (ASX: IRI)Pushpay Holdings Ltd (ASX: PPH)Catapult Group International Ltd (ASX: CAT)Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 industryUnderstand the electricity generation mix in AustraliaLook at where renewables fit in, and the massive transition happening in the industryUnpack some of the major headwinds for the industryTake a look at some specific companies for a pure-play investment or to get exposure to the industryHave you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 mechanics of the economy and markets, we asked if he could unpack it for us.This is a wide-ranging conversation, where we cover:the market movements of the last 8 weeksthe decisions and subsequent impacts of governments and central banks in Australia and the United Statesthe impact of COVID-19 on small business, and the flow-on effect to marketswhether or not we are in a bull trap - are there more drops to come?how Andrew is positioning his portfolio, and some specific examples of stocks he is watchinggold and oilthe importance of investing consistently and being patientcapital raisingsplus much more!Andrew has recently written two fantastic articles about coffee can investing (buy and hold) and shares two personal stories (at the expense of himself) to highlight the power of time in the market. The can be found here:For want of a coffee can, we left $7 million on the tableCoffee Can 2: The $25 million SequelYou can follow Andrew on Twitter hereHave you just started your investing journey? Head over to Get Started Investing - our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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 powerThe definition of deflation, andSome crazy examples of both inflation and deflation around the world (needing a wheelbarrow of money to pay for bread!)What the Consumer Price Index isThe main sources of money being pumped into the economyWhat assets perform best in an inflationary environmentWhy we might be heading into deflation, and some of the worrying signsThe key risks of deflationAssets that perform in a deflationary environmentIf you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 off, he is the author of two books on finance: "Money Mavericks - Confessions of a Hedge Fund Manager"“Investing Demystified – How to Invest without Speculation and Sleepless Nights”Lars holds the belief that is almost impossible for the majority of investors to beat the market in the long-run. So in the episode, we discuss:Lars' views on the London property market, andhis thoughts on property as an asset classwhat a hedge-fund manager actually does, andthe definition of a market neutral special situations fundLars' investing philosophywhy Lars' believes the majority of investors have no chance of beating the market in the long-run, andwhat portfolio they can create to invest over the long-term, that is simple and cheapplus much, much more!If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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' shareswhere we are in the current market cycle, and if we've missed the boatinvesting for your kidsbond yields and face value - making the distinctionour definition of 'circle of competence'where you should start listening if you've just joined the showthe best Twitter accounts to follow for finance informationVirgin or Qantas (community question of the week)If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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: US equities, non-US equities, bonds, currencies, commodities including precious metals and even real estate.Jesse also shares his view on the government's intervention in the financial markets and what the consequences of recent Central Bank and Government action could be. He also explains where he's seeing investing opportunities in today's markets.We finish by asking Jesse for a 'bold prediction' for 2020 and he indulges us, making a prediction for where the US market will end the year.What more from Jesse? Check him out on Twitter or at his website The Felder Report.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 unpack what we learned in this episode. By going through some lessons from history, we see that previous market crashes have followed a similar pattern - an initial fall, a partial recovery (50% retracement) and then a further fall where the market tests (and often breaks) the previous low.It is important to note that this doesn't always happen in market falls. So this is not a foregone conclusion. However, it is in the range of possible outcomes.With this information in mind, we then talk about how we're positioning our portfolios. Including one thing that Ren has done that surprised Bryce.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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.comWe'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 wediscover how Meb majored in biology but ended up in financial marketsunpack on Meb's investing philosophy, and bias towards ETFsfind out what ETF he would choose for the next 20 yearsdiscuss the importance of being differentdig into the strategy for getting rich slow, and the best way to grow wealthunderstand the relationship between saving, investing, and timeplus uncover a lot moreMeb has a great collection of books on his website that we spoke about, and he encourages anyone who is learning to invest to read them.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 idea of LICs trading below their net tangible asset value, and specifically Glennon Small Companies (ASX: GC1)Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 of 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 entrepreneurial journey, from starting companies in university to being one of the richest young entrepreneurs in Australia.Our conversation begins with an interesting story explaining why there is a samurai sword hanging outside the kitchen in the Finder office, and why there is a robotic handbag hanging next to it...Finder have also launched a new finance app that tracks your spending, hunts down savings, and sends you alerts - automatically 24/7. We discuss how this is finally bringing to life the vision of Finder that Fred had when he started it.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 downturnHow to think about an emergency fund (and whether you should invest it...)Dollar cost averagingUsing inverse ETF's and other 'short' investing optionsThe sinking Australian dollar and the difference between hedged and unhedged optionsIf you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 really only his side hustle..! He's written a book titled "Kochie's 11-Step Money Plan For A Better Life", and through his family business Pinstripe Media, has recently launched ausbiz - a dedicated business streaming channel in Australia.We sat down with Kochie to explore personal finance, his views on the current market environment, and of course we couldn't help but ask about his role in the AFL.In this episode you will learn:How David came to be host of SunriseHow he became passion about financeAbout his time producing Britain's Rich list, and his journey in financial mediaWhy he started ausbizWhat's missing in Australian financial mediaKochie's thought on the current market conditionsHow to navigate the current market and potential recessions to followSome clear steps to take to get your money in orderHow COVID-19 is going to have a significant impact on the AFL, and what they're doing about itWhat 'Earn more; Cut Expenses; Invest Wisely' meansClick here for more information on ausbiz.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

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 in a good position to survive this crisis, and then thrive afterwards?In this episode, we look at two key elements that help us to answer this question.Key Element #1: Strong Balance SheetKey Element #2: Stable EarningsWe unpack why it is important to have a strong balance sheet, what it actually means to have one, and where you need to look to find this information.We also share a number of stocks that are on our watchlist during this time, and companies that we believe will not only survive this period, but thrive when it is all over.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.