Equity Mates Investing Podcast

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...

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 ...