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Equity Mates Investing Podcast

Language: en Business Education
Last Checked: 2025-12-09 17:01:47.879904
Showing episodes 101 to 200 of 1062 total

Is a recession baked in? - Kellie Wood | Schroders

15 May 2025

Contributed by Lukas

"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a ...

Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update

14 May 2025

Contributed by Lukas

There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hath...

Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth

12 May 2025

Contributed by Lukas

The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it ...

AI is eating search, Buffett bets on pizza & property hits all-time highs

11 May 2025

Contributed by Lukas

One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data ...

US market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO

08 May 2025

Contributed by Lukas

Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income in...

Our biggest Buffett lessons, Reddit's round trip & investing tools that make it easy

07 May 2025

Contributed by Lukas

The US stock market had its longest winning streak since 2004. That was not a sentence we expected t...

Buy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more

05 May 2025

Contributed by Lukas

For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manage...

Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio

04 May 2025

Contributed by Lukas

The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes a...

How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management

01 May 2025

Contributed by Lukas

There's opportunity in Aussie smalls. That is the message from today's guest. Will Granger is the Po...

So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk

30 Apr 2025

Contributed by Lukas

It is almost one month to the day that President Trump stood in the Rose Garden of the White House a...

Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green

28 Apr 2025

Contributed by Lukas

The more you understand about the Australian financial system, the more you realise there are plenty...

Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram

27 Apr 2025

Contributed by Lukas

Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% ...

Jim Chalmers & Angus Taylor on Australia's economic future | Election 2025

24 Apr 2025

Contributed by Lukas

What does Australia's long-term economic future look like? Before Australians head to the polls on 3...

Clare O'Neil & Michael Sukkar on Australia's housing crisis | Election 2025

24 Apr 2025

Contributed by Lukas

The Australian federal election is fast approaching. One of the biggest focus areas for both sides o...

Meta's big breakup, the market doesn't wait & Pimp my Portfolio with Matt Ingram

23 Apr 2025

Contributed by Lukas

“Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marke...

A playbook to profit in 2025 - Ben Richards | Seneca Financial Solutions

21 Apr 2025

Contributed by Lukas

Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund.In today's episode we pick h...

China targets Boeing, Bryce's $500-to-$5k mistake & top stock from 10 investor letters

20 Apr 2025

Contributed by Lukas

"I’ve found that when the market’s going down and you buy funds wisely, at some point in the fut...

Hunting for 10-baggers - James Abela | Fidelity

17 Apr 2025

Contributed by Lukas

Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-qu...

Housing pump election, the trade war goes to TikTok & the next ResMed?

16 Apr 2025

Contributed by Lukas

"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwa...

Buy or Sell: Nick Guidera - DroneShield, Temple & Webster, Nuix & more

14 Apr 2025

Contributed by Lukas

For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley ...

Nasdaq's best day ever, how we're investing now & Mr Beat-Up: "I'm spoiled for choice"

13 Apr 2025

Contributed by Lukas

“The key to making money in stocks is to not get scared out of them” - Peter LynchIt can feel li...

Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria

10 Apr 2025

Contributed by Lukas

The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On o...

Don’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying

09 Apr 2025

Contributed by Lukas

"You make most of your money in a bear market. You just don't know it at the time." - Shelby DavisTh...

Ask an Adviser: This could save your life (insurance) - Phil Thompson

07 Apr 2025

Contributed by Lukas

Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around...

Trump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom

06 Apr 2025

Contributed by Lukas

Remember: In hindsight, all previous market crashes have looked like great buying opportunities. Glo...

3 more rate cuts in 2025? - Sam Watkins | PIMCO

03 Apr 2025

Contributed by Lukas

3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income m...

A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election

02 Apr 2025

Contributed by Lukas

Bryce has gone through the process of getting personal financial advice, and on today's podcast we s...

Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"

31 Mar 2025

Contributed by Lukas

Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the A...

Don't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes

30 Mar 2025

Contributed by Lukas

Could this one investing mistake cost you $700,000? We've done the maths and found that one simple c...

Basis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia

27 Mar 2025

Contributed by Lukas

Today we share the final episode of our Basis Points launch series. Basis Points is all about findin...

Australia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks

26 Mar 2025

Contributed by Lukas

The Australian government handed down its pre-election Budget and we discuss some of the big announc...

Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth

24 Mar 2025

Contributed by Lukas

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis...

A good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space

23 Mar 2025

Contributed by Lukas

Money doesn't make you happy. But it does give you control over your life. And it turns out, that ma...

Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford

20 Mar 2025

Contributed by Lukas

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis...

Super funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees

19 Mar 2025

Contributed by Lukas

There was always going to be a day when this happened. Australia's superannuation industry has grown...

Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth

17 Mar 2025

Contributed by Lukas

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis...

ASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs?

16 Mar 2025

Contributed by Lukas

The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. T...

Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments

13 Mar 2025

Contributed by Lukas

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis...

What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?

12 Mar 2025

Contributed by Lukas

The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%....

Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth

10 Mar 2025

Contributed by Lukas

We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is ...

10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround

09 Mar 2025

Contributed by Lukas

We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping u...

Volatility is back, so are the opportunities - Seb Mullins | Schroders

06 Mar 2025

Contributed by Lukas

Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders. The pas...

European stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update

05 Mar 2025

Contributed by Lukas

While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% ...

Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more

03 Mar 2025

Contributed by Lukas

For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solut...

Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?

02 Mar 2025

Contributed by Lukas

Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more...

How to know when a property boom is ending - Sam Gordon | Australian Property Scout

27 Feb 2025

Contributed by Lukas

Today we speak to Sam Gordon, founder of Australian Property Scout, and host of two podcasts: Scouti...

6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthrough

26 Feb 2025

Contributed by Lukas

Once a year history's greatest investor writes a public letter to his shareholders. And while he may...

Ask an Adviser: Stocks v Property - It's not which, but when | Chris Bates

24 Feb 2025

Contributed by Lukas

Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our hom...

Bad news for banks & miners, where did all the dividends go & stocks with freebies

23 Feb 2025

Contributed by Lukas

The common lament you'll hear about is the Australian share market is “full of banks and miners”...

Aussie real estate, Private credit & the contradiction in Australian housing - Mark Fischer | Qualitas

20 Feb 2025

Contributed by Lukas

Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL).Qual...

Our latest AI research tool, hedged or unhedged ETFs & the China risk

19 Feb 2025

Contributed by Lukas

There's a huge number of AI tools emerging and we're testing them to see if they can help with diffe...

Expert: Luke Laretive - Looking for catalysts in Aussie stocks

17 Feb 2025

Contributed by Lukas

Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selli...

Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly

16 Feb 2025

Contributed by Lukas

Call the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear t...

AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo

13 Feb 2025

Contributed by Lukas

Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to jus...

Bryce's $500-to-$5k challenge continues, best stocks for 2025 & gold in the portfolio

12 Feb 2025

Contributed by Lukas

Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going. ...

Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more

10 Feb 2025

Contributed by Lukas

Buy or Sell with Adam Keily is back for 2025! In our first episode, Adam is joined by Adam Dawes, Se...

Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of

09 Feb 2025

Contributed by Lukas

There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of t...

Expert: Elisa Di Marco - 3 trends that will define the next decade

06 Feb 2025

Contributed by Lukas

Megatrends are the major movement, pattern or trend emerging that are likely to have a significant i...

Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall

05 Feb 2025

Contributed by Lukas

Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing...

Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin)

04 Feb 2025

Contributed by Lukas

Have a look at the predictions for 2025 from the large financial institutions and one prediction is ...

Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show

02 Feb 2025

Contributed by Lukas

Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the pic...

Big Goals, Bold Budgets: Our spending & investing plans for 2025 | PocketSmith

30 Jan 2025

Contributed by Lukas

In today's episode we catch up on our budgets and spending plans for the year ahead. Tune in to hear...

Bryce is turning $500-to-$5,000, DeepSeek freak out & our 4-point stock checklist

29 Jan 2025

Contributed by Lukas

Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. Tha...

Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare

27 Jan 2025

Contributed by Lukas

Ask an Advisor is back for 2025. This is the series where we put your money and investing questions ...

The $1.4 million investment strategy, VDHG v DHHF & Melania's memecoin mayhem

26 Jan 2025

Contributed by Lukas

What a week in markets! With Trump getting elected and becoming the first memecoin billionaire Presi...

Expert: Andrew Brown - 14 Bold Predictions for 2025

22 Jan 2025

Contributed by Lukas

At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to sh...

We're back for 2025: Stock of the Year & Bold Predictions

19 Jan 2025

Contributed by Lukas

We're back for 2025!Every year at Equity Mates we like to kick off with bold predictions for the yea...

Mark Lamonica - Investing for income to live the life you want today | Summer Series

15 Jan 2025

Contributed by Lukas

Mark Lamonica is the Director of Personal Finance at Morningstar Australia.Throughout this Summer Se...

Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series

12 Jan 2025

Contributed by Lukas

Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management.Throughout this Summer Se...

Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series

08 Jan 2025

Contributed by Lukas

Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.Throughout this Summer S...

James Miller - AI tools we can all use to become better investors | Summer Series

05 Jan 2025

Contributed by Lukas

James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities FundTh...

Chris Wheldon - Time does the heavy lifting | Summer Series

01 Jan 2025

Contributed by Lukas

Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conv...

Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series

29 Dec 2024

Contributed by Lukas

Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/Throughout this Summer Series,...

Elise Kennedy - Finding growth in all parts of the market | Summer Series

25 Dec 2024

Contributed by Lukas

Elise Kennedy is an investment analyst at Schroders.Throughout this Summer Series, we're speaking to...

Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series

22 Dec 2024

Contributed by Lukas

Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.Throughout t...

Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series

18 Dec 2024

Contributed by Lukas

Rikki Bannan is the Executive Director, Small Caps at IFM Investors.Throughout this Summer Series, w...

Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series

15 Dec 2024

Contributed by Lukas

Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths.Th...

Peter Nevill - Avoid instant gratification, be patient & buy productive assets | Summer Series

11 Dec 2024

Contributed by Lukas

Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth.Thr...

Nick Griffin - The Nvidia story is not over | Summer Series

08 Dec 2024

Contributed by Lukas

Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners.Throughout thi...

2024 wrapped: Stock of the year, bold predictions & what happened in markets

04 Dec 2024

Contributed by Lukas

We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out ...

Expert: Andrew Brown - Review of 2024 and his Bold Predictions

02 Dec 2024

Contributed by Lukas

Andrew Brown is Executive Director of East 72 Holdings. Every year we book-end the year with Andrew'...

Buying a house with a 2% deposit, Apple's falling profit & Pimp my Portfolio with Adam Dawes

01 Dec 2024

Contributed by Lukas

Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, ...

Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management

28 Nov 2024

Contributed by Lukas

Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Eve...

Bryce get's a sanity check, the one big risk for Nvidia, & why the stock market is history's greatest wealth creator

27 Nov 2024

Contributed by Lukas

Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into...

Expert: Luke Laretive - High conviction stocks in Aussie small caps

25 Nov 2024

Contributed by Lukas

Luke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode w...

Investing for a $1.5m portfolio, Nvidia earnings & Cathie Wood's $1 billion mistake

24 Nov 2024

Contributed by Lukas

Is it realistic to build a $1.5 million portfolio in 22 years if I was to invest $200 a week? T...

Expert: Sam Gordon - How anyone can get started in property investing

21 Nov 2024

Contributed by Lukas

Sam Gordon is the founder of Australian Property Scout, a buyers agency with the mission to retire 5...

Bryce sells MinRes, 11 expert stock picks & Pimp my Portfolio with Charlie Viola

20 Nov 2024

Contributed by Lukas

Every year, some of the best fund managers from Australia and around the world pitch their top stock...

Expert: Chris Bates - Are buyers agents worth it, tips to boost buying capacity & first home buyer trends

18 Nov 2024

Contributed by Lukas

Chris Bates is the cofounder of Flint and the mortgage broker who helped both of us buy our first ho...

House prices are falling in these cities, our favourite investing books & LVMH is in the bargain bin - is it time to buy?

17 Nov 2024

Contributed by Lukas

The era of self-driving cars is here, house prices have fallen in one-in-three Australian suburbs an...

Expert: Alex Vynokur - The inside story of Betashares & where it goes from here | Betashares Direct

14 Nov 2024

Contributed by Lukas

Alex Vynokur is the founder and CEO of Betashares. In this conversation we unpack the founding ...

We’re feeling the Bitcoin FOMO, Pimp my Portfolio (Adam Dawes) & who said Australia doesn’t have tech stocks?

13 Nov 2024

Contributed by Lukas

Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth...

Joe Aston - Qantas is just the tip of the iceberg

11 Nov 2024

Contributed by Lukas

Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chai...

How Trump will impact markets & why we like stocks over Bitcoin, gold and a Picasso?

10 Nov 2024

Contributed by Lukas

Donald Trump will be returning to the White House and every news organisation in the world has been ...

How we would invest $100,000 today | Betashares Direct

07 Nov 2024

Contributed by Lukas

How would we build a portfolio today if we were given $100,000? That was the question that Betashare...

Property expert says: avoid these suburbs! & our 8 lessons from 8 years of Equity Mates (live in Brisbane)

06 Nov 2024

Contributed by Lukas

Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisba...

Expert: Andrew 'Twiggy' Forrest - Business lessons, hydrogen & what fossil fuel companies don't want you to know

04 Nov 2024

Contributed by Lukas

Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over t...

How to analyse any stock in 30 seconds, Bitcoin nears record highs & Pimp my Portfolio with Charlie Viola

03 Nov 2024

Contributed by Lukas

Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We hav...

Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech

31 Oct 2024

Contributed by Lukas

Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is noted for his grow...

America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs

30 Oct 2024

Contributed by Lukas

David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episod...