Equity Mates Investing Podcast
Episodes
Ask An Adviser: Cost of advice, best platforms, topping up super & pay off mortgage or invest more | Glen Hare
23 Aug 2023
Contributed by Lukas
We're joined by Glen Hare from Fox and Hare for another episode of Ask An Adviser! We put to him all of your excellent questions - if you want to ask ...
Is there money in... stadium tours?
20 Aug 2023
Contributed by Lukas
Bryce is taking charge and diving into 'is there money in stadium tours?'. Join him, Ed Kavalee and Ren as they go through how Beyonce and Taylor Swif...
Is there money in... Jesus?
16 Aug 2023
Contributed by Lukas
Ed Kavalee has returned to the hot seat! Today he gets Ren and Bryce to ponder the question: Is there money in…. Jesus? If you want to suggest a top...
Is there money in... books?
13 Aug 2023
Contributed by Lukas
Alec is back and talking about - is there any money in books? Join him, and Ed Kavalee and Bryce as they go through what you earn as an author. If you...
Is there money in... bodybuilding?
09 Aug 2023
Contributed by Lukas
Alec is in the hotseat this week - presenting to Ed and Bryce, is there money in bodybuilding? If you want to suggest a topic, or just want more Equit...
Is there money in... movies?
06 Aug 2023
Contributed by Lukas
We continue our series with Ed - asking... is there money in movies? If you want to suggest a topic, or just want more Equity Mates – click her...
Is there money in... horse racing?
02 Aug 2023
Contributed by Lukas
Ed Kavalee has returned to hijack the studio! Today he gets Ren and Bryce to ponder the question: Is there money in.... horseracing? If you want to su...
Ask an Adviser: Dominic Alafaci - Best way to invest for kids?
30 Jul 2023
Contributed by Lukas
Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one b...
Uncovered: EMvision Medical Devices
27 Jul 2023
Contributed by Lukas
Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it,...
Expert: Christopher Mayer - The search for 100-baggers
26 Jul 2023
Contributed by Lukas
This episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portf...
Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next?
23 Jul 2023
Contributed by Lukas
In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We travel b...
Expert: Daniela Jaramillo - Avoiding greenwashing as investors | Fidelity
20 Jul 2023
Contributed by Lukas
The past few years has seen an explosion of interest in ESG and sustainable investing. As a result, more and more fund managers are making sustainable...
Expert: James Reynolds - Searching for non-technology businesses in overlooked markets
19 Jul 2023
Contributed by Lukas
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interest...
An alternative investment thesis for AI
16 Jul 2023
Contributed by Lukas
In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and...
We are introduced to Rentvesting | Australian Property Scout
13 Jul 2023
Contributed by Lukas
This was a really eye-opening episode! You know that neither of us are in property (yet) Sam Gordon is the owner and director of Australian Property S...
The investment case for Nelnet, Dropbox and Match Group | Arch Capital
12 Jul 2023
Contributed by Lukas
We're chatting to Brett Schafer and Ryan Henderson from Arch Capital, a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podc...
Searching for the Dogs of FY23 + Ren's 5 minute valuation
09 Jul 2023
Contributed by Lukas
Big announcement from us - we've written a new book! It's coming out on 22 August and you can pre-order now from Amazon or Booktopia. What's the jist?...
Ask an Advisor: Practical ways to establish your financial wellbeing
05 Jul 2023
Contributed by Lukas
Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Commer...
Who’s winning stock of the year & Andrew Brown discusses what’s coming
02 Jul 2023
Contributed by Lukas
It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Th...
News Corp (NWS) deep dive w/ Will Granger | Airlie Funds
29 Jun 2023
Contributed by Lukas
Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie S...
Expert: Andrew Walker shares two surprising value investing opportunities
28 Jun 2023
Contributed by Lukas
Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off p...
A simpler way to value a stock w/ Andrew Page
25 Jun 2023
Contributed by Lukas
Huge, huge, huge guest appearing on Equity Mates today. Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company...
Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management
22 Jun 2023
Contributed by Lukas
We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're ...
The data is bad but the market is good. Where to next w/ Julian McCormack
21 Jun 2023
Contributed by Lukas
It's an EPIC episode - jam packed! First, if you didn't get the reminder, FinFest is now being postponed until 26 October 2024. This episode, we're ch...
Apple’s Vision 👓 + can Bryce find bargains in the dog kennel?
18 Jun 2023
Contributed by Lukas
First up - some regrettable news. We have decided to postpone FinFest until 2024.Last year, we put in a tremendous amount of effort to launch FinFest,...
Expert: Matt Barrie - Why house prices are the cause of today's cost of living crisis
14 Jun 2023
Contributed by Lukas
We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property ma...
Ask an Adviser: Tips to maximise your EOFY deductions
11 Jun 2023
Contributed by Lukas
We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA. He chats to us about finding those dedu...
Want to juice your valuation? Just add AI
07 Jun 2023
Contributed by Lukas
Bryce and Alec are back from the US - Alec has almost recovered from his cold - and they're ready to chat about what's happened in the markets to date...
Expert: Joey Brookhart - The hustle of starting a new fund (& why Bryce hates Sonos)
04 Jun 2023
Contributed by Lukas
It's the last our Equity Mates On Tour series - where we've been taking the USA by storm. Today we're joined by Joey Brookhart from Sandbrook Capital...
Expert: Dominick D'Angelo - Tesla to fall over 50% by the end of 2023
31 May 2023
Contributed by Lukas
We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception. Dominick is a research analyst at O'Keefe Stevens...
Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO)
28 May 2023
Contributed by Lukas
The US tour continues, and in this episode we're in New York City!We sat down with Luis Sanchez - just around the corner from Times Square - who is th...
Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour
24 May 2023
Contributed by Lukas
The Equity Mates US Tour continues, thanks to Milford Asset.In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby...
You don't have to pick one winner to be a good investor | Wealth Builders Pt 3
21 May 2023
Contributed by Lukas
We're back with another episode of Wealth Builders - looking at the history of Warren Buffet's investments and the lessons we can take from them. Toda...
The perils of selling too early | Wealth Builders Pt 2
17 May 2023
Contributed by Lukas
It's another in our Wealth Builders series, when we look at Buffet's investing history and what lessons we can learn from it. This episode we're talki...
We draft 6 stocks from SOHN Investment Conference New York
14 May 2023
Contributed by Lukas
The Equity Mates US Tour heads to New York City!While we were here, the SOHN Investment Conference was on so in this episode we unpack the three keyno...
Double down on your best ideas | Wealth Builders Pt 1
10 May 2023
Contributed by Lukas
Welcome to the first part of our Wealth Builder's series - where we track the lessons we can pick up from Warren Buffet's life and his investing histo...
Our 72 hours with Warren Buffett
07 May 2023
Contributed by Lukas
Live (well, as live as podcasts can be) from Omaha, Nebraska, this is our first takes of Warren Buffett and Charlie Mungers 2023 Berkshire Hathaway an...
Expert: Rachel Cruze shares how she disagrees with her Dad, Dave Ramsey.
03 May 2023
Contributed by Lukas
You would have thought that growing up with Dave Ramsey as your Dad, you’d be on a home run money wise. But Rachel is pretty honest on all her chann...
Alec brings two interesting ASX stocks
30 Apr 2023
Contributed by Lukas
We're back with another Coached session! Alec chats to Andrew Page from Strawman, and he's on the hunt for a challenge Andrew set down for him off air...
Expert: Tony Sycamore - Building disciplined investing habits | IG
27 Apr 2023
Contributed by Lukas
Today, Tony - an analyst at IG - joins us for a discussion on mastering the mind and managing emotions throughout one's investment journey. Over two d...
Ask an Adviser: Jacob McCudden "Should I be paying off my HECs faster?"
26 Apr 2023
Contributed by Lukas
We know financial advice is expensive, but over 70% of Equity Mates feel they would benefit from having one. The ‘Ask An Adviser’ series is design...
What is stressing you out financially right now?
23 Apr 2023
Contributed by Lukas
We're welcoming Maddy from You're In Good Company to the studio to run one of our segments today - a segment inspired by the Imperfect's Vulnerabilite...
Expert: Jesse Felder - "We haven't hit the bottom yet"
19 Apr 2023
Contributed by Lukas
Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Moni...
The Future of Equity Mates + Coached
16 Apr 2023
Contributed by Lukas
There's a lot going on at Equity Mates HQ - so Ren and Bryce want to take you through it, and how to navigate our feed. The most exciting thing is we'...
Expert: Elisa Di Marco - 5 companies driving real ESG outcomes
14 Apr 2023
Contributed by Lukas
ESG reports have become ubiquitous, but evaluating their impact can be difficult. ESG factors encompass environmental, social, and governance practice...
Is there money in... an Olympic gold medal?
12 Apr 2023
Contributed by Lukas
Ed Kavalee is BACK! We've answered whether there's money in music, we've answered if there's money in Youtube, it's Alec's time to turn up with his ho...
Is Core and Satellite a cop out?
09 Apr 2023
Contributed by Lukas
Huge, massive, jam packed episode today! We're launching into our coaching series so we hear Andrew Page and Alec on mic, workshopping through Alec's ...
Ed's written a song! | Revisited: Is there money in... a song?
06 Apr 2023
Contributed by Lukas
We're doubling down on 'Is there money in content!'. This is our follow up - cause Ed went away and did his homework. (Alec did not.)We've got some ex...
Is there money in... YouTube?
05 Apr 2023
Contributed by Lukas
Don't take our word for it - this is what Natalie said about our last ep with Ed Kavalee:"This was hilarious! ...I nearly fell off a treadmill laughin...
Investing is a lifelong journey... so we got mentors
02 Apr 2023
Contributed by Lukas
You never stop learning - in life or in investing! So we're introducing a new segment to the podcast. It's called 'Mentored' where we each choose two ...
Expert: Gary Glover - Do the opposite of how you feel | IG
30 Mar 2023
Contributed by Lukas
We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing...
Expert: Gary Monaghan - 4 Asian stocks to watch 👀 | Fidelity
29 Mar 2023
Contributed by Lukas
Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asi...
Expert: Chris Joye - Mortgage holders are in for the mother of all shocks
26 Mar 2023
Contributed by Lukas
We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics...
Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management
23 Mar 2023
Contributed by Lukas
We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s ...
AFL legend Leigh Matthews on money and leadership
22 Mar 2023
Contributed by Lukas
In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insight...
Is there money in... a song? ft. Ed Kavalee
19 Mar 2023
Contributed by Lukas
We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought.....
My High Conviction Stock: Nathan Bell - Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)
15 Mar 2023
Contributed by Lukas
Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies withou...
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
12 Mar 2023
Contributed by Lukas
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a l...
Bonus: Comedian v Economist - Mrs Mac's goes bust while supermarkets crush it
09 Mar 2023
Contributed by Lukas
Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here...
My High Conviction Stock: Stephen Arnold - Tractor Supply (NASDAQ: TSCO)
08 Mar 2023
Contributed by Lukas
Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses...
What we learned from Buffett's letter + An insiders view of the lithium opportunity
05 Mar 2023
Contributed by Lukas
Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares hi...
Mastering your trading psychology with Jason McIntosh
02 Mar 2023
Contributed by Lukas
Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader, about the key education pillars he uses in his investing s...
Ask an Adviser: Charlie Viola on investing for kids & portfolio construction
01 Mar 2023
Contributed by Lukas
Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice. So we’re starting a...
EM Portfolio is back and 2 small caps Uncovered
26 Feb 2023
Contributed by Lukas
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hol...
How to value a company: Apple (NASDAQ: AAPL) Pt. 3
23 Feb 2023
Contributed by Lukas
When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in t...
How to value a company: XERO (ASX: XRO) Pt. 2
22 Feb 2023
Contributed by Lukas
Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the ch...
How to value a company: Basics explained Pt. 1
21 Feb 2023
Contributed by Lukas
Are you wanting to become a savvy investor and learn how to value a company? Nodding your head? Of course you're in the right place. Alec and Bryce ar...
Stock of the Year 2023 | Axon Enterprise vs Infosys
19 Feb 2023
Contributed by Lukas
Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head. Alec’s choi...
Andrew Brown’s Bold Predictions for 2023 | “One of the boldest predictions I'll ever make...”
15 Feb 2023
Contributed by Lukas
Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023. We hear predictions for house prices, interest rates, the property mar...
Bold Predictions for 2023: Better late than never!
12 Feb 2023
Contributed by Lukas
Bryce & Alec are excited to be back for 2023 and in this episode, in true Equity Mates tradition, they discuss some of their individual bold predi...
The Apple of Agriculture - Deere & Co | Summer Series
08 Feb 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
More than the Amazon of South America - Mercado Libre | Summer Series
05 Feb 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
"The greenest company on Earth" - Darling Ingredients | Summer Series
01 Feb 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
Seriously, name a competitor - Carsales.com | Summer Series
29 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. You can access the US stock market, plus the Australian and NZ markets ...
Have we reached peak soft drink? - Coca-Cola | Summer Series
25 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
What next for Formula One? - Liberty Media | Summer Series
22 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. You can access the US stock market, plus the Australian and NZ markets ...
Still a growth company? - Nike | Summer Series
18 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. You can access the US stock market, plus the Australian and NZ markets ...
Nothing boring about these returns - National Storage REIT | Summer Series
15 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
Expert: Harrison Moot - Block | Summer Series
11 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. You can access the US stock market, plus the Australian and NZ markets ...
Expanding access to the economy - Block | Summer Series
11 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
Packaging the world - Amcor | Summer Series
08 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
Australia's hottest lithium project - Core Lithium | Summer Series
04 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. You can access the US stock market, plus the Australian and NZ markets ...
$3 for Guac, $1,500 for a share - Chipotle | Summer Series
01 Jan 2023
Contributed by Lukas
Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, U...
Bonus: Crypto Year In Review | CoinSpot
22 Dec 2022
Contributed by Lukas
Coming off euphoric highs of the year before, the crypto market has endured an environment of tightening monetary policy, which led to sell-offs, impl...
Expert: Andrew Brown - A look back at 2022
21 Dec 2022
Contributed by Lukas
What is now an Equity Mates tradition, Andrew Brown returns to wrap up his Bold Predictions made back in January 2022.Out of 14 predictions for the ye...
We review our 2022 Bold Predictions
18 Dec 2022
Contributed by Lukas
Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in th...
Bryce v Ren: 2022's Stock of the Year
11 Dec 2022
Contributed by Lukas
Spotify thought they were the original wrapped - but Equity Mates has been wrapping up stock of the year for a few years now, and it’s time for us t...
Equity Mates Awards are back!
09 Dec 2022
Contributed by Lukas
Here at Equity Mates, we want to celebrate the people, products and platforms that are making financial markets more accessible for the everyday inves...
Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions
08 Dec 2022
Contributed by Lukas
Imagine you’ve just bought your dream car. It’s a new BMW that you’ve been saving up for all your life – and it’s set you back a tidy $80k. ...
The world's only listed pure-play podcast company | Emily Villatte - CFO of Acast
07 Dec 2022
Contributed by Lukas
Emily Villatte is the Chief Financial Officer at Acast. The Company that Equity Mates Media host all our podcasts through.With more than ten years of ...
Believe it or not, the Aussie share market is up over the past 12 months
04 Dec 2022
Contributed by Lukas
So what have you learn't this week?In today's episode, Bryce & Alec discuss one key learning from the market that they have from the past week.Ale...
Marcus Padley & Henry Jennings - Chickens don't make money | Finfest
30 Nov 2022
Contributed by Lukas
Marcus Padley and Henry Jennings from Marcus Today are two of the most engaging investors out there! This is a selection from their very entertaining ...
Bonus: Ed Kavalee on why Australia will beat Denmark
30 Nov 2022
Contributed by Lukas
Ahead of Australia taking on Denmark tomorrow, Ed Kavalee, Bryce & Alec chat all things FIFA World Cup.Who will win, and why!Warning: There may (o...
We draft 12 stocks for the next 12 months
27 Nov 2022
Contributed by Lukas
The Sohn Hearts & Minds Conference was held last week in Hobart, so in today's episode Bryce & Alec go through the 12 stock pitches from 12 ex...
Expert: John Caulfield - Investing in carbon credits | VanEck
24 Nov 2022
Contributed by Lukas
John Cauilfield is Director, Institutions and Intermediaries at ETF provider VanEck AustraliaVanEck have just launched Australia’s first carbo...
Expert: Kenneth Stanley - AI researcher on how innovation occurs
23 Nov 2022
Contributed by Lukas
Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI...
Bonus: Ed Kavalee on the business of the Qatar World Cup (and his conspiracy on what will happen next)
20 Nov 2022
Contributed by Lukas
We wanted to release an episode about The Business of the World Cup on our sister podcast The Dive - and we had a chat with friend and Equity Mate Ed ...
Our thoughts on FTX, Sam Bankman-Fried and where to from here for crypto | Coinspot
20 Nov 2022
Contributed by Lukas
A stack of high profile celebrities and venture capitalists have lost money from FTX fall-out with an estimated $32b valuation now up in smoke!In toda...
Expert: Steven Glass - Balancing growth & value with sustainable investing
16 Nov 2022
Contributed by Lukas
Steven Glass is the Managing Director and Investment Analyst at Pella Funds Management. Global Responsible Investing, targeting consistent, sustainabl...
Everyone makes mistakes. We just make a lot of them.
13 Nov 2022
Contributed by Lukas
So with Alec recovering from COVID, the lads chat over zoom about a lot of fallen super stars.Starting with a few confessions from both Bryce and Alec...