Equity Mates Investing Podcast

Boomtown - Airbnb, Rivian, Roblox and Crypto

14 Nov 2021

Contributed by Lukas

The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to ca...

ASX week: Alison Savas - Two winners from decarbonisation

11 Nov 2021

Contributed by Lukas

In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the inves...

ASX week: Chris Demasi - Private equity, Public markets

10 Nov 2021

Contributed by Lukas

In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed f...

ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla

09 Nov 2021

Contributed by Lukas

In this episode, Bryce and Alec speak to Eu-Jene Teng, a Client Portfolio Manager at Martin Currie Investment Management, a part of Franklin Templeton...

ASX week: Adam Dawes - Buy, Hold, Sell

08 Nov 2021

Contributed by Lukas

In this episode we welcome back one of our favourite guests - Adam Dawes - the Senior Investment Advisor at Shaw & Partners. As Alec says, 'if you...

ASX week: Anthony Doyle - Is this time *actually* different?

07 Nov 2021

Contributed by Lukas

It’s ASX Week! In today’s episode, Bryce and Alec talk to Anthony Doyle, who has over 17 years’ experience in global financial markets, working ...

Bonus: Sharing some unbelievable investing stories w/ Speccy Magee | Furphy

05 Nov 2021

Contributed by Lukas

In this very special bonus episode, Alec and Bryce are joined by none other than - Speccy Magee! Together they swap tall stories, and challenge each o...

Expert: Beeneet Kothari - Why we're still early on China and Crypto

03 Nov 2021

Contributed by Lukas

Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beene...

The Berkshire Hathaway of software companies

31 Oct 2021

Contributed by Lukas

Bryce and Alec are back today with a conversation around SPAC City ... including We Work, and the Trump SPAC which is up by as much as 1,657% since th...

Expert: Mary Manning - 3 stocks to watch as the world embraces renewables

27 Oct 2021

Contributed by Lukas

Mary Manning is PM at Alphinity Investment Management, managing the Alphinity Global Fund and Global Sustainable Fund. Mary was previously the Portfol...

Industry Deep Dive: Solar - The world's cheapest renewable energy

24 Oct 2021

Contributed by Lukas

Today, we’re going to discuss the energy transition and the investment opportunity of decarbonisation, with a focus on the solar industry. This epis...

Expert: The Search for Generational Businesses | Fidelity Global Future Leaders

20 Oct 2021

Contributed by Lukas

This episode contains sponsored content by FidelityPodcast Disclaimer | Fidelity AustraliaJames Abela & Maroun Younes are the co-portfolio ma...

Who are the winners in the payments wars? | ETF Securities

17 Oct 2021

Contributed by Lukas

ETF Securities have recently released a new ETF tracking the global FinTech industry with significant exposure to blockchain technology, decentralised...

Kelly Bayer Rosmarin - Is 5G all it's cracked up to be? | Optus

13 Oct 2021

Contributed by Lukas

Kelly Bayer Rosmarin was appointed CEO of Optus and Consumer Australia on 1 April 2020. Prior to joining Optus, Kelly spent 14 years with Commonwealth...

Australia's generational energy opportunity | ETF Securities

10 Oct 2021

Contributed by Lukas

In this episode Bryce and Alec talk to Dr Fiona Simon, the CEO of the Australian Hydrogen Council, the peak body for Australia’s hydrogen industry w...

Expert: Mark Carnegie - The Opportunity in Ethereum

08 Oct 2021

Contributed by Lukas

Mark has more than 30 years of experience as an entrepreneur, investor and corporate adviser in New York, London and Sydney. He co-founded leading Aus...

Expert: Lawrence Lam - Investing in Founder-Led Businesses

06 Oct 2021

Contributed by Lukas

Bryce & Alec interview Lawrence Lam, Managing Director & Founder of Lumenary Investment Management. Lawrence runs a global equities strategy f...

Carbon capture, Google & Facebook's ad duopoly and where are Bryce and Alec investing?

03 Oct 2021

Contributed by Lukas

Today Bryce and Alec take another look at what's happening at Woolies, Facebook and Google breaking up the ad duopoly, and the World’s biggest plant...

Expert: Paul Wilson - Finding Australia's best tech businesses | Bailador

29 Sep 2021

Contributed by Lukas

Paul is the co-founder and partner at Bailador Technology Investments (ASX: BTI). Bailador specialises in investing expansion capital in fast-growing ...

Woolworths' buyback, Evergrande's debt and expert's stocks for the next 5 years

26 Sep 2021

Contributed by Lukas

It's another chat episode! You've been talking non stop about the Woolworths buyback in the Facebook Discussion group, so Alec and Bryce give you the ...

CEO: Darren Steinberg - The Ultimate Australian Portfolio - $42.5bn in Property | Dexus

22 Sep 2021

Contributed by Lukas

Darren Steinberg is the CEO of Dexus and an Executive Director of Dexus Funds Management Limited. Dexus is an Australian Real Estate Investment Trust ...

'Dude, where's my parcel?' and Ren takes on Cathie Wood...

19 Sep 2021

Contributed by Lukas

Have you bought the Get Started Investing book? If you have, thank you! But the real question is... has it arrived yet? Cause chances are, probably no...

CEO: Ruslan Kogan - Growing From $0 to $1b in Annual Sales | Kogan.com

15 Sep 2021

Contributed by Lukas

This episode, Bryce and Alec are joined by the CEO of Kogan, Ruslan Kogan. As well as being the CEO and founder, Ruslan is a serial entrepreneur, and ...

Expert: Are Semiconductors the Picks & Shovels Play for the Tech Industry? | ETF Securities

12 Sep 2021

Contributed by Lukas

If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brill...

CEO: Zlatko Todorcevski - Turning Boral around amidst Seven Group's takeover | Boral (ASX: BLD)

08 Sep 2021

Contributed by Lukas

Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure ...

Speccy Magee returns & a deep dive on two small caps: Atomos and Family Zone

05 Sep 2021

Contributed by Lukas

Lots happening this episode! First Alec and Bryce chat about what they've been reading and looking at in the last few months. Then they're given a vis...

CEO Series: Vic Jokovic on transforming the Australian investment market | Chi-X Australia

01 Sep 2021

Contributed by Lukas

In this episode, Bryce and Alec talk to Vic Jokovic. Vic is the CEO of Chi-X Australia, a securities and derivatives exchange looking to disrupt the A...

Expert Investor: Graham Tuckwell - a pioneer of the ETF revolution

29 Aug 2021

Contributed by Lukas

This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds....

CEO: Don Meij - From Delivering Pizzas to Leading a Global Pizza Business | Domino's (ASX: DMP)

25 Aug 2021

Contributed by Lukas

Today, Bryce and Alec talk to someone who successfully climbed the entire corporate ladder. Don Meij has worked at Dominos for 3 decades, having start...

Australian Reporting Season Wrap | Atlassian, Telstra, Coles, REA Group, Goodman Group

22 Aug 2021

Contributed by Lukas

It's the third of our Equity Mates Quartr specials, where we listen to the earnings calls of companies that interest us. Using the app Quartr, we've b...

Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps

18 Aug 2021

Contributed by Lukas

Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hopi...

EU Reporting Season Wrap | Hearing from the CEOs of Europe's biggest companies

15 Aug 2021

Contributed by Lukas

Equity Mates is all about making markets accessible. For a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times...

Become a Superhero | Take control of yours

13 Aug 2021

Contributed by Lukas

The purpose of this episode is to really encourage you, no matter what approach you take, to think more about your super. Much like investing gen...

CEO Series: John Guscic - Steering Webjet Through COVID

11 Aug 2021

Contributed by Lukas

On this episode, Bryce and Alec talk to John Guscic, the Managing Director of Webjet. But before that, John was previously Managing Director, Asia Pac...

Bonus: ATO Assistant Commissioner Tim Loh on why 'it's not a game of hide and seek'

11 Aug 2021

Contributed by Lukas

In this special bonus episode, Bryce and Alec talk to Tim Loh, Assistant Commissioner - Individuals and Intermediaries at the Australian Taxation Offi...

US Reporting Season Wrap-up | Hearing direct from the tech giant CEOs

08 Aug 2021

Contributed by Lukas

The US Reporting season is well and truly upon us, and all the big tech companies are holding their earnings calls. Despite being such a rich source o...

It’s time Australians wake up to their super | John Winters, Superhero

06 Aug 2021

Contributed by Lukas

As part of our Super Saturdays series, Alec and Bryce sit down with John Winters - the CEO and Co-founder of Superhero. John is super passionate about...

Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | Jarden

04 Aug 2021

Contributed by Lukas

In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research te...

CEO Series: Larry Diamond - Retail Investor Earnings Call (first ever!) | Zip Co (ASX: Z1P)

01 Aug 2021

Contributed by Lukas

Here at Equity Mates, it's no secret that our goal is to make markets accessible and to give companies the opportunity to speak directly to retail inv...

This is Super Important | Welcome to Super Saturdays

30 Jul 2021

Contributed by Lukas

Welcome to Super Saturdays - an Equity Mates Media series on superannuation, proudly brought to you by our friends at Superhero, who are now disruptin...

CEO Series: Grant Straker is taking on the tech giants from rural NZ

28 Jul 2021

Contributed by Lukas

It's no secret that New Zealand punches well above its weight with innovative, interesting companies that come across the pond and list on the ASX. In...

Country Deep Dive: Germany's export giants | DAX 30

25 Jul 2021

Contributed by Lukas

Why deep dive on an industry, when you can deep dive on an entire country? This week, it's 'Guten Tag' to all things Deutschland - or more specificall...

Expert: Lauren Simmons | the youngest female trader in the history of the New York Stock Exchange

21 Jul 2021

Contributed by Lukas

Alec and Bryce are joined by Lauren Simmons, the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation abo...

6 high-conviction stocks from the experts for your watchlist

18 Jul 2021

Contributed by Lukas

You loved our last episode with two of our favourite picks from our Ausbiz show, that we decided to treat you again! This time we hear from two old fr...

CEO Series: John Winters on seizing the investment opportunity in the US

15 Jul 2021

Contributed by Lukas

John is the co-founder and CEO of Superhero, an online broker offering Australian’s the lowest cost access to the Australian market and now the US s...

Two massive Australian mergers | Roblox & Tencent updates

11 Jul 2021

Contributed by Lukas

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders....

Expert Investor: David Costello - Can Infrastructure Investing be Sustainable? | Magellan Financial Group

07 Jul 2021

Contributed by Lukas

David is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only ...

Watchlist: Mastermind episode with Julia Lee

04 Jul 2021

Contributed by Lukas

It's the return of the fabulous Julia Lee, who is the CIO of Burman Invest, who once again joins them again on the podcast. It’s for a fan-favo...

CEO Series: Angus Muffet - Building Shopback into the 'Facebook of online shopping'

02 Jul 2021

Contributed by Lukas

Angus is the Country Manager of ShopBack, a Singapore-based ecommerce company with more than 25 million members specialising in cashback loyalty progr...

Expert Investor: Scott Phillips from the Motley Fool on sensible investing and sensationalist advertising

30 Jun 2021

Contributed by Lukas

Scott is the Chief Investment Officer at Motley Fool Australia and the advisor of the Motley Fool Share Advisor and portfolio manager of Motley Fool M...

Franking credits, CGT discounts and what is deductible? Charlie Viola answers your tax questions

27 Jun 2021

Contributed by Lukas

Charlie Viola is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individual...

Expert Investor: Tim Samway - 25 years searching for disruptive businesses

23 Jun 2021

Contributed by Lukas

Tim is the Executive Chairman of Hyperion Asset Management, a $10 billion Australian fund manager investing in the highest quality companies at reason...

Industry Deep Dive: Fertility and IVF

20 Jun 2021

Contributed by Lukas

This topic was suggested by a member of our EM community. If you want to give us a topic idea, or if you want to let Alec or Bryce know what you think...

Expert Investor: Henry Jennings - 3 sleeper stocks with big upside potential

16 Jun 2021

Contributed by Lukas

Henry is a Senior Investment Analyst and Portfolio Manager writing for the last six years in the Marcus Today newsletter. Henry specialises in small a...

3 stocks that are surprisingly unethical

13 Jun 2021

Contributed by Lukas

We recently did a whole episode talking about Woolworths and for heaps of our community that was a surprisingly unethical stock... so we wondered are ...

CEO Series: Phil McKenzie - Forget tech... teeth are the new growth story | Pacific Smiles (ASX: PSQ)

09 Jun 2021

Contributed by Lukas

Phil is the CEO and Managing Director of Pacific Smiles Group (ASX: PSQ), an Australian dental group operating over 100 dental centres under the Pacif...

Woolworths Is Demerging: What Does It Mean?

06 Jun 2021

Contributed by Lukas

You might have heard the whispers in the Equity Mates community... Woolworths have merged their drinks businesses - Dans, BWS - with their hospitality...

Three fundamental rules of investing with Kyle Macintyre | ASX Week

03 Jun 2021

Contributed by Lukas

It's the final episode in our series celebrating the ASX Investor Day. In case you missed the live sessions held around the country over the past mont...

Fidelity's 6 favourite emerging market stocks with Anthony Doyle | ASX Week

02 Jun 2021

Contributed by Lukas

Welcome to episode four in our special mini-series celebrating everything ASX Investor Day. In case you missed the live sessions held around the count...

4 megatrends that will define the coming decades with Kanish Chugh | ASX Week

01 Jun 2021

Contributed by Lukas

Welcome to the third of our episodes celebrating the ASX Investor Day. If you weren't lucky enough to be there in person, this is where we bring you t...

7 highly disruptive stocks with Alex Pollak | ASX Week

31 May 2021

Contributed by Lukas

This week is all about the ASX Investor Day and this episode is the second of our special mini-series. If you missed the live sessions held around the...

Buy, hold or sell with Adam Dawes | ASX Week

30 May 2021

Contributed by Lukas

Welcome to ASX week! This week we're dropping one episode every day, thanks to the ASX Investor Day - who gave us access to their array of incredible ...

CEO Series: Brian Hartzer - Challenges of Leading Westpac for 6 Years

26 May 2021

Contributed by Lukas

Brain is an Australian business executive who was the Managing Director and CEO of Westpac from 2014 to 2020. He has recently released a book, The Lea...

Expert Investor: Geoff Wilson Declares WAR

23 May 2021

Contributed by Lukas

Geoff Wilson AO is the Chairman and Chief Investment Officer at Wilson Asset Management. With over 41 years experience in investment markets, Geoff fo...

Bonus: All Access Live Show - the Stocks - Part II

20 May 2021

Contributed by Lukas

Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is...

Bonus: All Access Live Show - the Industry - Part I

20 May 2021

Contributed by Lukas

Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is...

Expert Investor: Marcus Padley - Chickens don’t make money

19 May 2021

Contributed by Lukas

Marcus is the founder of Marcus Today, a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcu...

30 stocks in 30 minutes for Bryce's 30th

16 May 2021

Contributed by Lukas

This episode truly is epic. Alec takes a break, and Bryce takes the driver's seat, as he runs through 30 investments in 30 minutes. (All in celebratio...

Expert Investor: David Halpert - Opportunities in Indonesia & India

13 May 2021

Contributed by Lukas

This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 ...

Watchlist: Julia Lee returns for a Mastermind episode

12 May 2021

Contributed by Lukas

On today's Watchlist episode, Bryce and Alec invite Julia Lee from CIO Burman Invest to join them again on the podcast. This time, it's for a Mastermi...

Industry Deep Dive: Clothing Industry

09 May 2021

Contributed by Lukas

In today's episode, Alec and Ren take a look at the clothing industry, (not within Ren’s circle of competence) but a fascinating industry all the sa...

Expert Investor: Bill Browder - Putin's #1 Enemy

06 May 2021

Contributed by Lukas

Bill is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 wa...

Expert Investor: Mary Manning - Why Asia Is Too Big To Ignore

05 May 2021

Contributed by Lukas

On this episode, we talk to Mary Manning. She's a Portfolio Manager at Ellerston Capital for the Ellerston Asian Growth Fund, Ellerston Asian Investme...

Watchlist: Technology One (ASX: TNE)

02 May 2021

Contributed by Lukas

On today's episode, we've invited members of the Student Managed Investment Fund (SMIF) at The University of Western Australia back on the show t...

Expert Investor: Ben Gisz - Building a Portfolio in Today's Market Conditions | TDM Growth Partners

29 Apr 2021

Contributed by Lukas

In this episode, Alec and Bryce chat to Ben Gisz, who's the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cow...

CEO Series: Larry Diamond of Zip (ASX: Z1P)

28 Apr 2021

Contributed by Lukas

It's the most eagerly anticipated episode of 2021! We sit down for a chat with Larry Diamond - the founder and CEO of one of the ASX’s hottest stock...

Why are the experts buying Costco & Home Depot?

25 Apr 2021

Contributed by Lukas

Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today's episode, Bryce ...

CEO Series: Lindsay Partridge AM - 45 Years Of Dividend Growth

21 Apr 2021

Contributed by Lukas

On today's episode, we feature another episode in our CEO series, and speak to Brickworks' (ASX:BKW) CEO & Managing Director, Lindsay Partridge. L...

Can Australia Be The Saudi Arabia Of Renewables?

18 Apr 2021

Contributed by Lukas

In today's episode Bryce and Ren deep dive into the investing potential of the most common chemical in the universe: Hydrogen. In 2019, over 70 millio...

6 Small Caps To Add To Your Watchlist

14 Apr 2021

Contributed by Lukas

Did you know Equity Mates has a TV show? Four times a week, for fifteen minutes, Bryce and Alec host a show on Ausbiz. Every day at 4.15, we break dow...

The two companies battling for control of the world's waste

11 Apr 2021

Contributed by Lukas

In today's ep, Ren presents a company for the community watchlist, a huge French multinational that's caught in a public dogfight with another rival w...

Expert Investor: Angie Ellis - 8020 Invest

07 Apr 2021

Contributed by Lukas

Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on Twitter or you may have read about her as part of Fairfax Media’...

EM Chat: Asset Bubbles - Is Everything In A Bubble?

04 Apr 2021

Contributed by Lukas

This episode is all about asset bubbles... because lately it seems like everything is hitting all time highs. The S&P 500, NASDAQ, property prices...

Crypto Week: CEO Series - Blake Cassidy - The Next Evolution Of Crypto Investing

31 Mar 2021

Contributed by Lukas

Blake Cassidy is CEO of Bamboo. Bamboo is Australia’s first crypto micro-investing app, allowing investors to invest in Bitcoin, Ethereum, Gold and ...

Crypto Week: Alex Saunders - Understanding The Basics Of Crypto

30 Mar 2021

Contributed by Lukas

Alex Saunders has been immersed in cryptocurrency since discovering Bitcoin in 2012. He's a unique investment style that combines fundamental analysis...

Crypto Week: The Use Cases For Cryptocurrency

28 Mar 2021

Contributed by Lukas

This week, it's a little bit different at Equity Mates... we're celebrating Crypto Week! It's a whole week of crypto content, from the basics, to inte...

CEO Series: Matt Leibowitz - Building Stake & Managing Gamestop Saga

24 Mar 2021

Contributed by Lukas

Usually when Matt appears on Equity Mates, he's talking about stocks in the US. This time though, Bryce and Alec wanted to take a different angle, and...

EM Chat: How We ‘Built’ A Sustainability ETF

21 Mar 2021

Contributed by Lukas

Today's episode is sponsored by Kogi Coffee - kogicoffee.com.au To get 5% off storewide, use the discount code MATES5Some of our favourite resources ...

Expert Investor: Tom Millner - Contact Asset Management - 5 steps to find a quality company

17 Mar 2021

Contributed by Lukas

Tom Millner is a Director and Portfolio Manager at Contact Asset Management. Tom has 17 years experience in markets, was CEO of BKI Investment Company...

Bonus Episode: You're In Good Company - meet the hosts of our newest podcast!

16 Mar 2021

Contributed by Lukas

In this very special bonus episode, Bryce and Alec interview our brand new colleagues, and podcast hosts - Maddy and Sophie - so we can get to know th...

EM Chat: Industry Deep Dive - Infrastructure

14 Mar 2021

Contributed by Lukas

It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastruct...

CEO Series: Brian Ward - CEO Aroa

10 Mar 2021

Contributed by Lukas

In today's episode, Alec and Bryce talk to Brian Ward. Brian is the founder and chief executive officer of Aroa, a company of much discussion in the E...

EM Chat: Bull case for A2 Milk & Calling the Specky Hotline

07 Mar 2021

Contributed by Lukas

This is a busy episode! There's a new 'What The?', with the arrival of the SUBZ ETF (The Roundhill Streaming Services & Technology ETF) which...

Expert Investor: Michael Frazis - Frazis Capital Partners

03 Mar 2021

Contributed by Lukas

Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets. I...

EM Chat with Nick Griffin: Why did he divest from Facebook?

28 Feb 2021

Contributed by Lukas

It's *the* story of the moment: what's going on with Facebook, and their battle with news? Alec and Bryce recap what has happened to date with the Fac...

Expert Investor: Hamish Douglass - Magellan Financial Group

24 Feb 2021

Contributed by Lukas

In this episode, Alec and Bryce are joined by Hamish Douglass - the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group, a fund manag...

EM Chat: What stocks are Buffett, Ackman and Soros buying?

21 Feb 2021

Contributed by Lukas

In this episode, Alec brings a 'What The ?' to the table for Bryce to puzzle over, and we break down 13Fs... What are they? Forms that the SEC require...

Expert investor: Charlie Viola - Financial Advisor responsible for $1.5 billion

17 Feb 2021

Contributed by Lukas

Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Spe...

EM Chat: How To Know When To Sell

14 Feb 2021

Contributed by Lukas

Over the past four years of this podcast, we’ve done plenty of episodes on buying stocks. When to buy, what to buy, how to buy. In this episode we d...

Bonus Episode: Meet Pay Love - meet the hosts of our newest podcast!

11 Feb 2021

Contributed by Lukas

On Valentine's Day, we'll be launching our latest podcast, Meet Pay Love. In this special bonus episode, we meet our newest hosts, Carmel and Zoe, and...