Equity Mates Investing Podcast
Episodes
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...
Buy, Hold or Sell with Adam Dawes | ASX Week
12 May 2022
Contributed by Lukas
This Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide&n...
Private equity, water rights and other alternative assets with Dania Zinurova | ASX Week
11 May 2022
Contributed by Lukas
This Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide&n...
The problem with traditional ESG investing with Anthony Doyle | ASX Week
10 May 2022
Contributed by Lukas
This Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide&n...
The changing face of investing with Rachel White | ASX Week
09 May 2022
Contributed by Lukas
This Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide&n...
Why population is the ultimate megatrend with Lauren Jackson | ASX Week
08 May 2022
Contributed by Lukas
This Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide&n...
Bonus: Australia's future industries - Manufacturing | Stake
05 May 2022
Contributed by Lukas
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'.Today's 'bonus' episode i...
Expert: Vince Pezzullo - Boring Companies, Exciting Returns | Perpetual
04 May 2022
Contributed by Lukas
Vince Pezzullo is the portfolio manager of Perpetual Equity Investment Company (ASX: PIC) and the Deputy Head of Equities at Perpetual. Vince joins us...
1 hidden software stock and is value investing dead?
01 May 2022
Contributed by Lukas
The Rask + Equity Mates collaboration is a match made in heaven.Together, we bring you the best courses to learn about the nitty-gritty of investing i...
Bonus: Australia's future industries - Mining | Stake
28 Apr 2022
Contributed by Lukas
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'.So, over the next couple ...
Expert: John Sevior - Airlie Funds Management
27 Apr 2022
Contributed by Lukas
John Sevior founded Airlie Funds Management in 2012 after 17 years at Perpetual Investments, where he was Head of Equities. He has over 25 years of ex...
Bonus: The Dive - Just billionaire things: Elon Musk wants to buy Twitter
25 Apr 2022
Contributed by Lukas
In light of the news this morning, we've dropped this episode of The Dive in your feed. Make sure you're subscribed to keep up to date with all the ne...
Why Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season
24 Apr 2022
Contributed by Lukas
Bryce and Alec look at why there are some big deal being done by private equity as it throws it’s cash around in Australia.KKR are looking to buy Ra...
Bonus: Australia's future industries - Agriculture | Stake
21 Apr 2022
Contributed by Lukas
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'.So, over the next three F...
Introducing The Dive: How is AI changing the drug development process?
20 Apr 2022
Contributed by Lukas
We're introducing our eighth podcast - The Dive. Please search for 'The Dive' in your podcast player, and subscribe to hear the other launch episodes!...
The Nomad Partnership Letters: Two of the greatest investors you’ve never heard of
17 Apr 2022
Contributed by Lukas
After the Buffett letters, the next most respected in the industry could be Nick Sleep and Qais Zakaria and their Nomad Partnership. The Nomad Partner...
Expert Revisited: Bill Browder - Putin's #1 Enemy
13 Apr 2022
Contributed by Lukas
Bill Browder is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in...
Moats & Meme Stocks ft. return of Speccy Magee
10 Apr 2022
Contributed by Lukas
How about this stock market ... down one day, up the next ... Something happened on March 14 ... let's chat about that.Understanding where a company s...
Telstra's new CEO - Vicki Brady | ASX CEO Connect Series
06 Apr 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 ...
Expert: Ishan Haque - Finding opportunities in new worlds | Metaverse, Crypto and NFT
03 Apr 2022
Contributed by Lukas
Ishan Haque is the 22y/o co-founder of Geminio, a $50 million Australia-based fund targeting crypto, NFT and metaverse investments. Ishan talks us thr...
Changing the lives of cancer patients - Dr Leslie Chong of Imugene | ASX CEO Connect Series
30 Mar 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 ...
Berkshire's latest acquisition, brain-computer interfaces & Morningstar's stocks for March
27 Mar 2022
Contributed by Lukas
In today's episode the Equity Mates, Bryce and Alec talk about one of the companies that they both disagree on 'the most'. They share some surprising ...
Expert: Thomas Valenzuela - Building a concentrated portfolio of long-term compounders | Stewart Asset Management
23 Mar 2022
Contributed by Lukas
Thomas Valenzuela is the Chief Investment Officer for Stewart Asset Management, a New York based asset manager that aims to compound client capital th...
Rate rises, growth stocks & Ren's monopoly thesis
20 Mar 2022
Contributed by Lukas
Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so ...
Expert: Tim Samway - How a growth fund manager is reacting to markets
16 Mar 2022
Contributed by Lukas
Tim Samway is the Chairman of Hyperion Asset Management, an Australia-based fund manager focused on buying the highest quality companies at reasonable...
Compair the pair - CEOs go head to head | Quartr Reporting Season
13 Mar 2022
Contributed by Lukas
In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies by listening to...
Expert: Tobias Carlisle - Finding deep value in today's market conditions
09 Mar 2022
Contributed by Lukas
Tobias is the portfolio manager of Acquirers Funds, including the NYSE listed ETF Acquirers Deep Value, ticker code DEEP, and the author of multiple b...
Breaking down the supply chain - Apple, Maersk, Home Depot & more | Quartr Reporting Season
06 Mar 2022
Contributed by Lukas
In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you ac...
Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners
02 Mar 2022
Contributed by Lukas
Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ wou...
Can you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season
27 Feb 2022
Contributed by Lukas
Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter...
Bonus: William Studebacker - The future of robotics and automation | ETF Securities
24 Feb 2022
Contributed by Lukas
In today’s episode Bryce & Alec are joined by William Studebaker, the President & CIO of ROBO Global, the company that builds the index behi...
Expert: Enrique Klix - Launching a SPAC for Aussie tech
23 Feb 2022
Contributed by Lukas
There’s been a lot of buzz around SPAC's - why are they so popular?You may have heard the term SPAC, but be unfamiliar with what exactly a SPAC is. ...
Industry Deep Dive: Oil - what is the future of this $3.3 trillion industry?
20 Feb 2022
Contributed by Lukas
A lot of people wouldn't normally think of investing in the oil industry.Oil plays an integral role in all of our lives ... and in this episode Bryce ...
Bonus: Zach Riaz & Kanish Chugh - The future of megacap tech stocks | ETF Securities
17 Feb 2022
Contributed by Lukas
In today’s episode Bryce & Alec are joined by Zach Riaz (Banyantree Investment Group) & Kanish Chugh (ETF Securities) to discuss FANG+. A we...
Expert: Mark Lamonica - Are we seeing echoes of 2000 in today's market?
16 Feb 2022
Contributed by Lukas
In today’s episode Bryce & Alec are joined by Mark Lamonica from Morningstar. They discuss Mark's views on earnings season here on the ASX, and ...
What to expect when you're expecting (a crash)
13 Feb 2022
Contributed by Lukas
In this episode Bryce & Alec ask the question ... Is this the demise of the unprofitable meme/story stocks? Tesla, Rivian, Virgin Galactic, AMC, G...
Expert: Nick Griffin & James Tsinidis - Is climate the biggest opportunity since the internet?
09 Feb 2022
Contributed by Lukas
Nick Griffin is the founding partner & Chief Investment Officer at Munro Partners. James Tsinidis is a partner & Portfolio Manager at Mun...
Stock Of The Year 2022 | Ren's shaking in his boots
06 Feb 2022
Contributed by Lukas
Is this the year Ren finally breaks his stock of the year hoodoo? Once again, Bryce and Alec present a compelling argument for their stock of the year...
Bonus: Let the games begin! CVE takes on the ASX
03 Feb 2022
Contributed by Lukas
Equity Mates Media has partnered with the ASX to deliver content for the ASX Sharemarket Game participants. For those that haven't participated before...
Expert: Andrew Brown shares some bold predictions for the year ahead
02 Feb 2022
Contributed by Lukas
There’s always some kind of consensus for a calendar year ahead, but what’s surprising in 2022 is the HIGH degree of consensus in what is a very u...
We're back (& one of us is engaged)! Bold Predictions for 2022
30 Jan 2022
Contributed by Lukas
We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold prediction...
Making money while the world sleeps - Resmed | Summer Series
26 Jan 2022
Contributed by Lukas
Bryce and Alec take a deep dive into Resmed, an Australian company dual-listed on the ASX (RMD) and NYSE (RMD). Resmed is a medical company, producing...
I thought of a way to make a few bucks... - Airbnb | Summer Series
23 Jan 2022
Contributed by Lukas
In the penultimate episode of our summer series, Bryce and Alec discuss Airbnb (NASDAQ:ABNB). This company has hosted over 1 billion total guests thro...
Because Mars is for quitters - Calix w/ CEO Dr Phil Hodgson | Summer Series
19 Jan 2022
Contributed by Lukas
We think Calix has the best tagline of all companies, ‘Because Mars is for quitters.’ Calix provides industrial solutions to address global sustai...
What is the future of fitness? - Peloton Interactive w/ CM Karen Lawson | Summer Series
16 Jan 2022
Contributed by Lukas
One of the most popular New Year's resolutions is to ‘finally get fit’. In this episode, Bryce and Alec take a look at one of the companies that m...
A very boring software company - Atlassian | Summer Series
12 Jan 2022
Contributed by Lukas
Bryce and Alec delve into the company that minted two of Australia’s first tech billionaires, Mike Cannon-Brookes and Scott Farquhar. Atlassian Corp...
Inside the business of funds management - Perpetual w/ CEO Rob Adams | Summer Series
09 Jan 2022
Contributed by Lukas
In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX...
Tapping into the $110b tradie economy - HiPages w/ CEO Roby Sharon-Zipser | Summer Series
05 Jan 2022
Contributed by Lukas
In this episode Bryce and Alec are joined by Roby Sharon-Zipser, the CEO of Hipages Group (ASX:HPG). Hipages operates in the home improvement industry...
Is this the future of food? - Beyond Meat | Summer Series
02 Jan 2022
Contributed by Lukas
Happy New Year Equity Mates! In this episode, Bryce and Alec dissect Beyond Meat (NASDAQ:BYND), a company aiming to facilitate the shift from traditio...
The gateway to the Australian dream - REA Group w/ Owen Wilson | Summer Series
29 Dec 2021
Contributed by Lukas
We’ve all spent hours trawling through realestate.com.au dreaming of our perfect home, but what’s the company behind this? The answer is REA Group...
The world's fastest growing fitness studio - F45 Training | Summer Series
26 Dec 2021
Contributed by Lukas
Our summer series of company deep dives continues this week with Bryce and Alec analysing an Australian success story. If you haven’t heard of F45 (...
The index of love - Match Group | Summer Series
22 Dec 2021
Contributed by Lukas
If you want to feel the Christmas love, this is the episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s ...
A global leader in natural beauty products - BWX w/ CEO David Fenlon | Summer Series
19 Dec 2021
Contributed by Lukas
The Summer break has arrived, but we’re not leaving you in the dark. We’re back for another Summer Series, taking a deep dive into 12 companies ac...
Expert: Andrew Brown - Wrap of 2021 and Review of Bold Predictions
15 Dec 2021
Contributed by Lukas
One of our fav and regular guests at Equity Mates, Andrew Brown is back to wrap up the year. Andrew discusses his bold predictions as well as explaini...
Bryce & Alec chat 2021 Bold Predictions & Stock of the Year
12 Dec 2021
Contributed by Lukas
In this episode, the last chat for the year between Bryce & Alec. The lads announce the winner of their stock pick of the year. They discuss all t...
Expert: Andrew Pridham - Lessons from the man who became Managing Director of UBS by 28
08 Dec 2021
Contributed by Lukas
Andrew Pridham AO is the co-founder of Moelis & Company, where he currently serves as the Vice Chairman and was previously the Chief Executive Off...
Ren makes a (not so) bold prediction & Speccy returns
05 Dec 2021
Contributed by Lukas
In this week's chat, Alec makes a very bold prediction involving Apple.Bryce and Alec go head-to-head on Woolies and Wesfarmers and the on market offe...
Expert: Eleanor Swanson - Australian Small Companies returning massive growth
01 Dec 2021
Contributed by Lukas
Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode,...
Square, PayPal, Spotify, Peloton: Has a bubble burst without us realising?
28 Nov 2021
Contributed by Lukas
A bubble has burst, has anyone noticed? Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'.From unprofitable tech ...
Expert: Yen Liow - Honestly, everyone MUST listen to this
24 Nov 2021
Contributed by Lukas
Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which i...
Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity
24 Nov 2021
Contributed by Lukas
This episode contains sponsored content by FidelityPodcast Disclaimer | Fidelity AustraliaWe all understand the importance of better resource use...
Bryce convinces Ren about the future of the internet, Web3
21 Nov 2021
Contributed by Lukas
There’s a lot of hype about Web3 at the moment. Bryce heard some a quote that said, “learning Web3 today is like buying Bitcoin at $10”. It coul...