Equity Mates Investing Podcast

Trading Talk: Is this a bull trap?

19 Apr 2020

Contributed by Lukas

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% (63...

Expert Investor: Meb Faber on Getting Rich Slow

16 Apr 2020

Contributed by Lukas

Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Me...

Expert Investor: Julia Lee - Mastermind #7

12 Apr 2020

Contributed by Lukas

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 o...

Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto

09 Apr 2020

Contributed by Lukas

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 brok...

Your Questions: Investing in this volatile market | Ask Us Anything - March

05 Apr 2020

Contributed by Lukas

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 o...

Expert Investor: David Koch Talks Personal Finance, and Markets in 2020

01 Apr 2020

Contributed by Lukas

David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From ...

EM Chat: Companies We Like With Strong Balance Sheets

29 Mar 2020

Contributed by Lukas

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 mark...

Expert Investor: Economic Impact of Coronavirus with David Bassanese

25 Mar 2020

Contributed by Lukas

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...

Bonus Ep: Searching for Great Companies with Owen Raszkiewicz

24 Mar 2020

Contributed by Lukas

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 ho...

Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates

23 Mar 2020

Contributed by Lukas

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 t...

Tips & Tricks: Understanding Company Reports

22 Mar 2020

Contributed by Lukas

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...

Expert Investor: Sharesight CEO Doug Morris

19 Mar 2020

Contributed by Lukas

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 ...

Basics: Investing When Life Gets Busy

15 Mar 2020

Contributed by Lukas

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 f...

Bonus Ep: Market Mayhem - Update from Ilan Israelstam

13 Mar 2020

Contributed by Lukas

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 c...

Bonus Ep: Market Mayhem - Update From Andrew Brown

13 Mar 2020

Contributed by Lukas

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 c...

Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio

11 Mar 2020

Contributed by Lukas

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 - hostin...

Expert Investor: Julia Lee - Mastermind #6

08 Mar 2020

Contributed by Lukas

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...

Expert Investor: Roger Montgomery - Lessons From 30 Years Investing

04 Mar 2020

Contributed by Lukas

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 hi...

Bonus Ep: Coronavirus - Investing in a Panicked Market

02 Mar 2020

Contributed by Lukas

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...

EM Chat: What to Watch For in Reporting Season

01 Mar 2020

Contributed by Lukas

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 di...

Expert Investor: Paul Wilson - Finding Gems Of Australian Technology

28 Feb 2020

Contributed by Lukas

We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador.Paul has had ...

EM Chat: Ask Us Anything | February

23 Feb 2020

Contributed by Lukas

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 c...

Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo

19 Feb 2020

Contributed by Lukas

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 ...

Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020

16 Feb 2020

Contributed by Lukas

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...

Expert Investor: Investing In Companies Of The Future | Chris Wheldon

12 Feb 2020

Contributed by Lukas

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 Kir...

Expert Investor: Mastermind | Picking Stocks W/ Julia Lee

10 Feb 2020

Contributed by Lukas

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 In...

Expert Investor: Understanding LICs and LITs with Magellan Financial Group

05 Feb 2020

Contributed by Lukas

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...

EM Chat: Our Stock Of The Year Picks For 2020

02 Feb 2020

Contributed by Lukas

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 th...

Expert Investor: Andrew Brown's Bold Predictions for 2020

29 Jan 2020

Contributed by Lukas

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, Execut...

EM Chat: We're Back For 2020 With Some Bold Predictions

26 Jan 2020

Contributed by Lukas

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 t...

Summer Series: Digital Wine Ventures (ASX: DW8)

22 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Nearmap (ASX: NEA)

19 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Gage Roads Brewing Co (ASX: GRB)

15 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Fluence Corporation (ASX: FLC)

12 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Volpara Health Technologies (ASX: VHT)

08 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Dexus Property Group (ASX: DXS)

05 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Appen (ASX: APX)

01 Jan 2020

Contributed by Lukas

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 co...

Summer Series: Rectifier Technologies Limited (ASX: RFT)

29 Dec 2019

Contributed by Lukas

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 s...

Summer Series: Avita Medical Ltd (ASX: AVH)

25 Dec 2019

Contributed by Lukas

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 co...

Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

22 Dec 2019

Contributed by Lukas

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. W...

Expert Investor: Tobias Bucks - Searching the World for Surprising Companies

19 Dec 2019

Contributed by Lukas

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 Inv...

Expert Investor: Chris Judd - Micro Caps from a Major Name

15 Dec 2019

Contributed by Lukas

In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd.Most Australians will known Chri...

Expert Investor: Matt Griffin - Small Caps, Large Returns

12 Dec 2019

Contributed by Lukas

Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies.In this inte...

Tips & Tricks: Introduction to Valuation

08 Dec 2019

Contributed by Lukas

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 ha...

Expert Investor: Andy Hart - Managing risk and making smart decisions

05 Dec 2019

Contributed by Lukas

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 th...

EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year

02 Dec 2019

Contributed by Lukas

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 tim...

Expert Investor: Paul Benson - Financial Autonomy

28 Nov 2019

Contributed by Lukas

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 a...

Your Questions: Ask Us Anything - November | Trading Alerts, Ethical Investments and Retirement Goals

25 Nov 2019

Contributed by Lukas

Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up...

Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing

21 Nov 2019

Contributed by Lukas

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 de...

Classic Ep: How to avoid being eaten by a lion w/ Meir Statman

17 Nov 2019

Contributed by Lukas

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...

Expert Investor: Warren Buffett's 6 Rules Of Investing

13 Nov 2019

Contributed by Lukas

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 inve...

Trading Talk: Where Are They Now? | Hypothetical Portfolio Update

11 Nov 2019

Contributed by Lukas

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 po...

Expert Investor: Matt Leibowitz - What's Hot, What's Not in America

07 Nov 2019

Contributed by Lukas

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 ...

Basics: Leverage - Increasing your risk and your returns

03 Nov 2019

Contributed by Lukas

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 disagreem...

Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October

31 Oct 2019

Contributed by Lukas

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 ...

Trading Talk: Short Selling - Make money while everyone else is losing theirs

28 Oct 2019

Contributed by Lukas

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 shor...

Tips & Tricks: Best Alternative Sources For Investing Information

24 Oct 2019

Contributed by Lukas

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 ...

Basics: Understanding Market Cap - A Company's Price Tag

20 Oct 2019

Contributed by Lukas

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 a...

Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider

17 Oct 2019

Contributed by Lukas

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 Strateg...

News: WeWork, Uber & the moment of reckoning in venture capital

13 Oct 2019

Contributed by Lukas

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 va...

Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets

09 Oct 2019

Contributed by Lukas

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, R...

Deep Dive : Pharmaceutical Industry

06 Oct 2019

Contributed by Lukas

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...

Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds

02 Oct 2019

Contributed by Lukas

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...

Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September

29 Sep 2019

Contributed by Lukas

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...

Expert Investor: Julia Lee - Mastermind #4

25 Sep 2019

Contributed by Lukas

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, ...

Tips & Tricks - What To Do With Your Tax Return | Spend, Save, Invest?

22 Sep 2019

Contributed by Lukas

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 you...

Deep Dive: Agricultural Industry | You Got Beef?

18 Sep 2019

Contributed by Lukas

Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian G...

Expert Investor: Ilan Israelstam, Betashares - ETFs of 2019 | India, Asian Tech Giants & European Blue Chips

15 Sep 2019

Contributed by Lukas

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 c...

News: Earnings Season Around the World

11 Sep 2019

Contributed by Lukas

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 in...

Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies

08 Sep 2019

Contributed by Lukas

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 ot...

Your Questions: Ask Us Anything (pt. 2) - Finding Information | Major Economic Indicators

04 Sep 2019

Contributed by Lukas

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...

Your Questions: Ask Us Anything (pt. 1) - Stop Loss | Minimum Funds | Recessions & More

01 Sep 2019

Contributed by Lukas

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...

Basics: Cash Flow & Profit | What's More Important For A Business?

28 Aug 2019

Contributed by Lukas

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 big...

News: Argentina's Market Plummets 48%. Why? | Emerging Markets

26 Aug 2019

Contributed by Lukas

On August 12th, 2019, Argentina's S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% - the second-large...

Expert Investors: Julia Lee - Mastermind #3

21 Aug 2019

Contributed by Lukas

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...

News: 10 Companies We've Noticed This Earnings Season

18 Aug 2019

Contributed by Lukas

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 s...

Basics: Exchange Rates - Money Makes the World Go Round - Here's How

15 Aug 2019

Contributed by Lukas

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 s...

EM Chat: What we've been watching in markets - Short sellers, Gold & Bitcoin

12 Aug 2019

Contributed by Lukas

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 ca...

Basics: Central Banks & Interest Rates

08 Aug 2019

Contributed by Lukas

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 an...

Expert Investor: Adam Verwey - Is sugar an ethical investment?

04 Aug 2019

Contributed by Lukas

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 m...

Deep Dive: Lithium - Powering the Renewable Energy Boom

31 Jul 2019

Contributed by Lukas

Our long awaited and often requested lithium episode is finally here. Lithium is a key component to batteries for electric cars and renewable energy g...

Your Questions: Ask Us Anything - July | China's New Market, Margin Loans & Questions from International Listeners

28 Jul 2019

Contributed by Lukas

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...

Expert Investor: Jodie Hampshire - Is There Value In A Financial Advisor?

24 Jul 2019

Contributed by Lukas

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...

Expert Investor: Peter Wilmshurst - Finding Value In Global Markets

22 Jul 2019

Contributed by Lukas

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...

Expert Investor: Julia Lee - Mastermind #2

17 Jul 2019

Contributed by Lukas

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 c...

Expert Investor: Chris Reining - How To Save And Invest Your Way To Retirement

14 Jul 2019

Contributed by Lukas

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 r...

Basics: Key Metrics for Different Investing Styles

11 Jul 2019

Contributed by Lukas

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 i...

Expert Investor: Henry Jennings - How Small-Caps Can Give Big Returns

07 Jul 2019

Contributed by Lukas

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 ma...

Expert Investor: Mark Bernberg - The Biggest Investing Opportunity Since The Creation Of The Internet

03 Jul 2019

Contributed by Lukas

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...

EM Chat: Tracking our 2019 Bold Predictions

30 Jun 2019

Contributed by Lukas

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 m...

Your Questions: Ask Us Anything - June | Franking Credits, Diversification & Facebook's Cryptocurrency

26 Jun 2019

Contributed by Lukas

Last episode of the month, means we're once again answering your questions. In this episode we're answering questions on: • Franking credits • Bon...

Basics: Investing Clean & Green | Ethical, Socially Responsible & Sustainable Investing

24 Jun 2019

Contributed by Lukas

Ethical investing is becoming increasingly popular, and it's also delivering some great returns. Due to popular demand, we've dedicated this episode t...

Expert Investor: Julia Lee - Mastermind #1

19 Jun 2019

Contributed by Lukas

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 h...

EM Chat: Inside The Mind Of A Beginner Investor | Mates of Equity Mates

17 Jun 2019

Contributed by Lukas

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 al...

Expert Investor: Meet The Investor: Paul Moore | Back Your Conviction

12 Jun 2019

Contributed by Lukas

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 ...

EM Chat: Free Money! Now that we have your Interest... Rates

10 Jun 2019

Contributed by Lukas

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 t...

Expert Investor: Ted Richards | The Dunning-Kruger Effect

05 Jun 2019

Contributed by Lukas

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 episo...

Book Club: Lessons from a $500 Billion Company

03 Jun 2019

Contributed by Lukas

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...

Your Questions: Ask Us Anything - May

29 May 2019

Contributed by Lukas

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. Fr...

Deep Dive: Aviation | Is This Industry Taking Off?

27 May 2019

Contributed by Lukas

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 opport...