Equity Mates Investing Podcast

Expert Panel: Finding Generational Businesses | FinFest

09 Nov 2022

Contributed by Lukas

Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feat...

This could be a way to generate index outperformance

06 Nov 2022

Contributed by Lukas

We go over what we learnt this week, and Bryce did his homework! Also, the return of Ren's Book Bonanza - who's going to win a book this week? The Bet...

Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds

02 Nov 2022

Contributed by Lukas

Today we chat to Ricky - is the founder, Chief Investment Officer and Chief Executive Officer of Eminence Capital. Ricky founded Eminence in 1999 and ...

There's always going to be a reason to panic + Ren's Book Bonanza

30 Oct 2022

Contributed by Lukas

We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza! Order Get Started Inves...

Bonus: The booming industry of trading cards | eBay

27 Oct 2022

Contributed by Lukas

Today's special 'bonus' episode has Bryce and Alec talking investing ... but NOT talking stocks.Bryce admits he was quite the Pokemon Trading Card tra...

Expert: Wayne Jones - Low activity investing

26 Oct 2022

Contributed by Lukas

Wayne Jones is the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund. Since the inception of the fund in 2...

Building an investing checklist + Henry Jennings pitches Core Lithium

23 Oct 2022

Contributed by Lukas

It's been a big week and on the back end of Equity Mates FinFest so Alec and Bryce chat about what they have learnt in the markets this week.We have i...

Quick Finfest Wrap + Emma Fisher on the difference between uncertainty and risk

19 Oct 2022

Contributed by Lukas

We're still reeling from Finfest, and it's more than a few days on... We chat on mic about how great the day was, your feedback and our future plans, ...

Three stocks from three investor letters

16 Oct 2022

Contributed by Lukas

At the end of every quarter we receive so many investor letters, from all around the world, from all different types of funds, sharing what they're se...

Expert: Michael Doerr - The bull case for wine & whiskey | OENO Future

13 Oct 2022

Contributed by Lukas

Michael Doer is the co-founder and CEO of OENO Group, an investment firm that specialises in investing in luxury assets like wine and whiskey. He has ...

Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management

12 Oct 2022

Contributed by Lukas

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working at J.P. Morgan Asset Management, he worked in economic resea...

Expert: James Abela & Maroun Younes - What makes a future leader? | Fidelity

09 Oct 2022

Contributed by Lukas

This episode contains sponsored content by FidelityPodcast Disclaimer | Fidelity AustraliaPlenty of companies that were telling the market they w...

Untangling the global supply chain - Richard White of WiseTech | ASX CEO Connect Series

06 Oct 2022

Contributed by Lukas

Equity Mates is proudly working with the ASX CEO Connect, which brings listed companies and investors together.Throughout this year, Equity Mates...

What next for crypto? | Brian Armstrong, Co-founder & CEO of Coinbase

05 Oct 2022

Contributed by Lukas

Brian Armstrong is the co-founder and CEO of Coinbase. Brian and his co-founder, Fred Ehrsam, founded Coinbase in 2012 as a way for investors to trade...

Headlines from the ASX & Opportunities in Britain

02 Oct 2022

Contributed by Lukas

A big episode today. Bryce & Alec start off by discussing 'what they have learnt' this week around investing.We're 9 months into the year, so we l...

Expert: Tim Carleton - Mineral Resources, Nick Scali & What makes a great Australian company

28 Sep 2022

Contributed by Lukas

Tim Carleton is the founder of Auscap Asset Management, which he has been running since 2012. Prior to Auscap, Tim worked at Macquarie Bank and Goldma...

After 5 years of Equity Mates, Bryce has figured out that diversification works

25 Sep 2022

Contributed by Lukas

Bryce & Alec discuss what they've learnt this week in the markets. Speccy Magee returns with his party hat on, and we finish off this episode with...

Expert: Dan Annan - Launching crypto ETFs | Cosmos Asset Management

22 Sep 2022

Contributed by Lukas

Dan Annan is the CEO of Cosmos Asset Management (CAM) . Cosmos is a relatively new Australian asset manager looking to list crypto-focused ETFs on Aus...

Expert: Divya Narendra - Classmates with Zuckerberg, Co-founder with the Winklevoss Twins, Guest on Equity Mates

21 Sep 2022

Contributed by Lukas

Divya Narendra is the CEO and co-founder of SumZero, the world’s largest professional investor community. He also co-founded HarvardConnection with ...

Tips from two top financial advisors | Talk Money to Me crossover

18 Sep 2022

Contributed by Lukas

Bryce & Alec are joined by the podcast hosts from Talk Money To Me, Candice & Felicity.Candice Bourke and Felicity Thomas are financial adviso...

Expert: Chris Bedingfield - What everyone gets wrong about Australian residential property

14 Sep 2022

Contributed by Lukas

Chris Bedingfield is the Principal & Portfolio Manager of Quay Global Investors.Chris has more than 30 years of experience working as a real estat...

Building a thesis: Warner Bros Discovery

11 Sep 2022

Contributed by Lukas

Bryce & Alec wrap up the news from the past week with a little segment they like to call "What have you learnt this week?".With the Equity Mates O...

Expert: Nathan Bell - The 2, 4, 6 rule of portfolio construction | InvestSMART

08 Sep 2022

Contributed by Lukas

Head of Research & Portfolio Management at InvestSmart, Nathan Bell discovered value investing after spending nine years as an accountant, includi...

Expert: Joe Magyer - The importance of an investing checklist

07 Sep 2022

Contributed by Lukas

Joe Magyer is a private investor with 17 years' professional experience across funds management, equity research, and investment banking. Joe co-found...

Reporting season is (finally) over. What did we learn?

04 Sep 2022

Contributed by Lukas

Bryce & Alec wrap up the news from the past week. All you need to know about earnings season including 10 companies that caught their eye along wi...

Expert: Amit Goel - Why the 'Hertz' of Brazil is compounding at 10% | Fidelity

31 Aug 2022

Contributed by Lukas

This episode contains sponsored content by FidelityPodcast Disclaimer | Fidelity AustraliaAmit Goel is the Lead-Portfolio Manager, Fidelity Globa...

Disney is getting into sports betting + Earnings wrap

28 Aug 2022

Contributed by Lukas

Bryce & Alec wrap up the news from the past week. All you need to know about earnings season. With Disney announcing that they are entering the sp...

Cement's sustainability challenge - Theresa Mlikota, CFO of Adbri | ASX CEO Connect Series

25 Aug 2022

Contributed by Lukas

Theresa Mlikota is the Chief Financial Officer at Adbri - formerly Adelaide Brighton Cement - that has been making cement and construction materials i...

Expert: Julian McCormack - Platinum believe there is more pain ahead

24 Aug 2022

Contributed by Lukas

Julian McCormack is an investment specialist and Platinum Asset Management and we welcome him to the brand new Equity Mates podcast studio.In today's ...

Hands down, the most unethical industry deep dive we’ve done

21 Aug 2022

Contributed by Lukas

We're right smack bang in the middle of earnings reporting season, so Bryce & Alec wrap up what's been happening in the markets over the past week...

Expert: Natalie Brunell - Update from world of Bitcoin | Coinspot

18 Aug 2022

Contributed by Lukas

Natalie Brunell is a podcast host, educator and media commentator in the Bitcoin space. (Natalie Brunell @twitter)Her popular podcast, Coin Stories, f...

Expert: Niki Scevak - Blackbird's search for wild ideas and wild hearts

17 Aug 2022

Contributed by Lukas

Niki Scevak is a co-founder and General Partner at Blackbird Ventures - an Australasian investment firm whose mission is to invest in wild hearts, wit...

The most important reporting season until the next one

14 Aug 2022

Contributed by Lukas

NASDAQ Tech stocks have had a good week ... technically the NASDAQ is now in a bull market. Is it blue skies, unicorns and rainbows from here?Alec and...

Expert: Daniel Gladis - Invest in what will happen, not what you want to happen

10 Aug 2022

Contributed by Lukas

Daniel Gladis is the founder of Vltava fund, a value-focused, research-driven hedge fund launched in 2004. Making it the oldest hedge fund in Central ...

Earnings wrap + Michael Frazis on his growth portfolio

07 Aug 2022

Contributed by Lukas

Earning Season continues ... and so does this Equity Mates content train. So, so much in this episode.The market has had a good week ... so, are we ou...

Expert: Mark Bouris - Fear is the great thief of imagination

03 Aug 2022

Contributed by Lukas

Mark Bouris is an Australian businessman who is best known as the founder and chairman of 'Wizard Home Loans', Australia's second largest non-bank mor...

Earnings season continues as we unpack a few companies that caught our eye

31 Jul 2022

Contributed by Lukas

There is so much going on in the markets at the moment. Facebook's first ever revenue drop, Spotify adding millions of users, F45 down 70% in one day,...

Expert: Gaurav Sodhi - The ASX-listed stock that breaks every rule of sensible investing | InvestSMART

27 Jul 2022

Contributed by Lukas

Gaurav Sodhi is the Deputy Head of Research at Intelligent Investor. Intelligent Investor publishes in-depth analysis and recommendations for ASX-list...

What we have learnt from earnings season so far

24 Jul 2022

Contributed by Lukas

We're a week into earnings season in the States and we discuss what we've learnt so far. Most of the American Banks have reported, with all of them mi...

Expert: Kerry Craig - J.P. Morgan Asset Management - State of global markets and what it means for investors

20 Jul 2022

Contributed by Lukas

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working there, he worked in economic research positions in the NZ Go...

Great time to travel to Europe… or look at their stocks

17 Jul 2022

Contributed by Lukas

OK - everyone stop watching your mates Instagram European Vacation stories and let's focus on some potential European investing opportunities.But firs...

Bonus: ASX Wrap Up | Adam, Thomas, Bryce & Ren compare notes

14 Jul 2022

Contributed by Lukas

Equity Mates Media partnered with the ASX to deliver content for the ASX Sharemarket Game participants. For those that haven't participated before, Th...

Expert: Stephen Koukoulas - Do interest rates only work in Sydney and Melbourne?

13 Jul 2022

Contributed by Lukas

Stephen Koukoulas is one of Australia’s leading economists, previously working as Chief Advisor for Financial Markets at Australia’s Treasury, Chi...

Core and satellite podcasters

10 Jul 2022

Contributed by Lukas

A BIG BIG show today. Bryce and Alec chat briefly about a core satellite approach in the current market, then turn their attention to who they think m...

Expert: James Holt - Finding gems in all the noise | Perpetual

06 Jul 2022

Contributed by Lukas

James Holt is a Director of Investment Solutions at Perpetual. Perpetual is an Australian fund manager and is one of Australia’s oldest companies - ...

Macquarie's 16 recession-proof stocks

03 Jul 2022

Contributed by Lukas

A BIG BIG show today. Bryce and Alec try to answer the question of, "Is Inflation over"? Macquarie have released 16 stocks that they classify to be a ...

Expert: Steve Baxter - Life as a serial entrepreneur, investor, mentor... and shark

29 Jun 2022

Contributed by Lukas

Steve Baxter is an Australian investor and entrepreneur living in Brisbane. Many people will know him as one of the ‘sharks’ on Channel 10’s Sha...

LIV Golf Tees Off: Will the $2b investment be worth it (The Dive)

26 Jun 2022

Contributed by Lukas

“Golf, but louder.” That is the slogan for the latest big money tournament in professional sport - LIV Golf. Run by Greg Norman, backed by the Sau...

Zero to 100 (billion) in six years - Tim Carver of GQG Partners | ASX CEO Connect Series

22 Jun 2022

Contributed by Lukas

This episode of Equity Mates is in partnership with ASX CEO Connect, which brings together listed companies and retail investors. Hosted virtually by ...

What a week

19 Jun 2022

Contributed by Lukas

The U.S is officially in a bear market. What does that mean? Bryce and Alec look back on the past few days in markets globally. There certainly appear...

Expert: Yanis Varoufakis - "You should be screaming from the rooftops, stop doing this!"

15 Jun 2022

Contributed by Lukas

Yanis Varoufakis is a Greek economist and politician. A former academic, he served as the Greek Minister of Finance from January to July 2015.He is al...

ASX Market Darlings - What their valuations tell us

12 Jun 2022

Contributed by Lukas

It's not only the big American stocks that have taken a battering lately. Some of our local Australian 'market-darlings' have also taken big hits. So ...

Tim Fung - Scaling a global two-sided marketplace | Airtasker Co-founder & CEO

08 Jun 2022

Contributed by Lukas

Tim Fung is the co-founder and CEO of Airtasker. Since its founding in 2012, Airtasker has grown to more than 4 million users and over $1 billion in w...

Expert: Roger Montgomery - When the market busts, load up

05 Jun 2022

Contributed by Lukas

Roger Montgomery is the Chairman and Chief Investment Officer at Montgomery Investment and has been on the show several times previously.With all that...

Expert: Nathan Hughes - The complexity of ESG & Three ASX stocks | Perpetual

01 Jun 2022

Contributed by Lukas

Nathan Hughes is a Portfolio Manager of Perpetual’s Ethical SRI fund and Income Share funds. He has over 17 years experience in the industry, 11 of ...

Bonus: Electricity prices to triple? That escalated quickly.

31 May 2022

Contributed by Lukas

There is so much great content here in the Equity Mates Media stable of podcasts.In this 'bonus' episode, Bryce & Alec shine the spotlight on Come...

Compare the Pair: Warren Buffett + Cathie Wood are both buying again

29 May 2022

Contributed by Lukas

Bryce & Alec describe what they are doing with their own individual holdings during this time of turmoil in the markets, preparing for tax, and si...

Expert: Julia Lee - Searching for opportunities in today's market

25 May 2022

Contributed by Lukas

Julia Lee is a returning favourite here at Equity Mates. As the Chief Investment Officer of Burman Invest, Julia has been closely watching the Austral...

The junk bond market thinks the worst is yet to come... as we turn to the possibilities

22 May 2022

Contributed by Lukas

It’s brutal out there. We know that so many of you are questioning 'what to do'? What are your choices?How are Bryce & Alec gonna play in the cu...

Expert: Jon Erlichman - We hope he Tweets this episode ...

18 May 2022

Contributed by Lukas

Jon Erlichman is a correspondent and anchor for CTV National News, Canada’s most watched nightly newscast, and a senior anchor for Bloomberg Markets...

Twelve stocks from two investor letters

15 May 2022

Contributed by Lukas

It can feel tough to get excited if you look at your portfolio at the moment. There's a lot of red! If we look back in history these are the times whe...