Equity Mates Investing Podcast

Ask an Adviser: Patrick Malcolm - Pay off mortgage or invest in shares & Two funds he'd invest in for life

27 Sep 2023

Contributed by Lukas

We're back with one of your favourites - an Ask an Adviser series! Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial ...

Best way to invest in India, how to rebalance your portfolio, and does anyone care about the new iPhone?

24 Sep 2023

Contributed by Lukas

This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflatio...

Expert: Christian Baylis - There's finally money in bonds | Blossom

21 Sep 2023

Contributed by Lukas

Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments. T...

Expert: Saurabh Mukherjea - Why you must be investing in India | Marcellus Investment Managers

20 Sep 2023

Contributed by Lukas

Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they ...

Ren talks Resmed + GQG Partners, UFC and WWE are merging, & trying to perfect DCA investing

17 Sep 2023

Contributed by Lukas

It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listen...

Short Squeezes & GameStop: Two Years On

14 Sep 2023

Contributed by Lukas

Today we’re talking short selling in celebration of the new film coming out - Dumb Money. This episode is sponsored by Roadshow Films in celebration...

Expert: Brent Beshore - Only 14 investments in 16 years | Permanent Equity

13 Sep 2023

Contributed by Lukas

We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 ye...

What next for QANTAS, Andrew Page on Reporting Season & the ESG debate continues

10 Sep 2023

Contributed by Lukas

Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a M...

Expert: Maroun Younes - The investing story for Keisei Electric Railway + Quanta | Fidelity

07 Sep 2023

Contributed by Lukas

Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40...

Founders of Farmer's Pick and Vitable pitch their companies

06 Sep 2023

Contributed by Lukas

Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved...

Bryce's portfolio moves, Investment Bonds & is Instacart opening the IPO window?

03 Sep 2023

Contributed by Lukas

Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate...

The investment case for Whiskey and Wine | Maxwell Nee from OENO

31 Aug 2023

Contributed by Lukas

Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren...

Is ESG investing counterproductive? | Professor Kelly Shue from Yale School of Management

30 Aug 2023

Contributed by Lukas

Kelly Shue argues that investors who focus on the E.S.G. rating of a company or an investment fund are making a fundamental mistake. This episode she ...

Earnings season highlights, individual stocks v an ETF, & should you read The Intelligent Investor?

27 Aug 2023

Contributed by Lukas

We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that lea...

How AI can help you find your next investment property with Harry Bennetto l Prop Hero

24 Aug 2023

Contributed by Lukas

Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties...

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...