Equity Mates Investing Podcast

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...

Expert Investor: Emma Fisher - Finding Great Australian Companies

10 Feb 2021

Contributed by Lukas

In today's expert chat, we sit down with Emma Fisher, who's a Portfolio Manager and Head of Research at Airlie Funds Management. She co-manages the Ai...

Bonus Episode: Equity Mates Community Bold Predictions

08 Feb 2021

Contributed by Lukas

For this episode we've asked you to tell us what your bold predictions for the year to come will be, and didn't you deliver! We asked you some questio...

EM Chat: Portfolio Kick-Off for 2021

07 Feb 2021

Contributed by Lukas

Ren doesn't want to start on a negative note, but he's not sold on the new intro. Let us know what you think of it at our new contact page: https://eq...

Expert Investor: Andrew Brown - Bold Predictions

03 Feb 2021

Contributed by Lukas

You've probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdi...

Bonus Episode: Stock Of The Year 2021

02 Feb 2021

Contributed by Lukas

It's time for Bryce and Alec to choose their stock of the year! Will Bryce hold his position as the Retail Whisperer, or will he break out of the bric...

EM Chat: Bold predictions for 2021

31 Jan 2021

Contributed by Lukas

Bryce and Ren are back for 2021. And in 2021, it's a new year, *same* Equity Mates attitude... with a little bit of a twist. Alec says, 'think Equity ...

Summer Series: Carsales.com Ltd (ASX: CAR)

27 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Bravura Solutions (ASX: BVS)

24 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Treasury Wine Estates Ltd (ASX: TWE)

20 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Fortescue Metals Group Ltd (ASX: FMG)

17 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Aroa Biosurgery Ltd (ASX: ARX)

13 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Bonus Episode: Kate Morris - Founder & Director at Adore Beauty

11 Jan 2021

Contributed by Lukas

As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.We've heard it so many times from a...

Summer Series: Adore Beauty Group Ltd (ASX: ABY)

10 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: NEXTDC Ltd (ASX: NXT)

06 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Bonus Episode: Wayne Baskin, Deputy CEO, CTO at Booktopia | Co-Founder of Superhero

04 Jan 2021

Contributed by Lukas

As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.We've heard it so many times from a...

Summer Series: Booktopia Group Ltd (ASX: BKG)

03 Jan 2021

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: CSL Limited (ASX: CSL)

30 Dec 2020

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Bonus Episode: Andy Taylor, Founder & CEO of Douugh

28 Dec 2020

Contributed by Lukas

As part of the Summer Series with Superhero, we speak with some of the founder and CEOs of the companies we unpack.We've heard it so many times from a...

Summer Series: Douugh Ltd (ASX: DOU)

27 Dec 2020

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Electro Optic Systems (ASX: EOS)

23 Dec 2020

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 2020 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most wel...

Summer Series: Zip Co (ASX: Z1P)

20 Dec 2020

Contributed by Lukas

Welcome to the Equity Mates Summer Series of 202 brought to you by Superhero.Over 12 episodes we dive into some of Australia’s largest and most well...

EM Chat: Bold Predictions - Who Came Out On Top?

16 Dec 2020

Contributed by Lukas

Well, we made it to the end of 2020! What a crazy year!When we did our bold predictions back in January, if you'd told us we would see the fastest cra...

EM Portfolio: Yearly Wrap For The Equity Mates Portfolio

13 Dec 2020

Contributed by Lukas

It's been 6 months since we launched the Equity Mates portfolio, so as we draw closer to the end of 2020 we wanted to review where it's at.In this epi...

Expert Investor: Qiao Ma And The Investment Thesis For Shenzhou International

09 Dec 2020

Contributed by Lukas

Qiao is the Portfolio Manager of the Asian Equities Fund at Cooper Investors, an Australian-based, long-only investment manager with over $12 billion ...

ALL Your Broker Questions Answered

07 Dec 2020

Contributed by Lukas

Over three episodes, we’re going to be doing a Broker Basics with Superhero. We crowdsourced your questions from the Equity Mates Community and incl...

Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds | TDM Growth Partners

06 Dec 2020

Contributed by Lukas

This episode is a 'must-listen'.Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and ...

EM Chat: The Process Of Taking Plenti Through An IPO

02 Dec 2020

Contributed by Lukas

In 2020 we've focussed on the Initial Public Offering process, and have spoken with a few CEOs and founders who have gone through the process with the...

EM Chat: Steven Mabb & The Australian Shareholders Association

29 Nov 2020

Contributed by Lukas

Steven is a director of the Australian Shareholders Association, a not for profit member based organisation, helping educate retail shareholders and a...

Expert Investor: Paul Wilson - Finding Opportunities In Australian Technology

25 Nov 2020

Contributed by Lukas

We last spoke with Paul in 2019, when COVID wasn't around, and the Australian technology sector was really picking up pace. We asked him back on the s...

Expert Investor: John Winters - Disrupting traditional brokers at Superhero

22 Nov 2020

Contributed by Lukas

There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian s...

Expert Investor: Jess Amir - Lessons From 2020 & The Outlook For 2021

18 Nov 2020

Contributed by Lukas

It was great to have Jess Amir back on the show. Jess is a Market Analyst at Bell Direct.We had Jess on in June 2020, and we invited her back to revie...

Bonus Episode: Meet Comedian V Economist

16 Nov 2020

Contributed by Lukas

Equity Mates Media is excited to be launching a new show for the Equity Mates Community.Comedian V Economist is everything you've wanted to know about...

EM Portfolio: November Stock Pitches & Portfolio Update

15 Nov 2020

Contributed by Lukas

It's time for our November investment committee meeting, and what an episode we have.Once a month, we take everything we've learnt on the podcast and ...

Expert Investor: David Prescott & Jack Trengove - Can value investing make a come back?

11 Nov 2020

Contributed by Lukas

Value investing is going through a rough time at the moment. Not since the heady days of the late 1990's has value so underperformed growth as an inve...

Industry Deep Dive: Cloud 101

08 Nov 2020

Contributed by Lukas

When Natalie Piucco reached out to us and pitched a deep dive on the Cloud industry, we couldn't resist.Natalie is a Cloud Technologist, and Equity Ma...

Expert Investor: Nick Griffin - Finding High Growth Companies

05 Nov 2020

Contributed by Lukas

Nick Griffin is the founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s ...

EM Chat: Exciting News For Equity Mates!

01 Nov 2020

Contributed by Lukas

After 300 episodes and almost 4 years of Equity Mates, we're super excited to be able to say we're now going full-time! Firstly, a HUGE thank you to t...

Expert Investor: Tom Piotrowski - Key Investing Lessons From Years In The Markets

29 Oct 2020

Contributed by Lukas

Tom is a Market Analyst at CommSec, and a cult figure in the finance space, and we loved chatting to him. In this episode we cover:Key pillars to...

Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio

25 Oct 2020

Contributed by Lukas

Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund...

Expert Investor: Rory Lucas - Investing with Purpose

22 Oct 2020

Contributed by Lukas

Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone.Rory Lucas may have the best job in Australian fi...

EM Portfolio: Community Stock Pitches & October Buys

18 Oct 2020

Contributed by Lukas

It's time for our October investment committee meeting, and what an episode we have.As per the rules of the portfolio, we add to two ETFs in our core ...

Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses

15 Oct 2020

Contributed by Lukas

We love innovators, and we love people that challenge the status quo. That's why we had such a good time chatting to Rudi Filapek-Vandyck.Rudi is foun...

The Journey Of A Millennial Getting Into The Markets - Part 3

12 Oct 2020

Contributed by Lukas

Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics,...

Deep Dive: Video Game Industry

11 Oct 2020

Contributed by Lukas

One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some o...

Expert Investor: Andrew Brown - Finding Opportunities in 2020

08 Oct 2020

Contributed by Lukas

2020 has been a strange year for markets. With so much happening and so much uncertainty, we turned to one of our favourite expert investors Andrew Br...

G.S.I | ETFs For Beginners

08 Oct 2020

Contributed by Lukas

We're about to launch our ETFs For Beginners series. Hear what it's all about and make sure you subscribe to Get Started Investing so you don't miss i...

The Journey Of A Millennial Getting Into The Markets - Part 2

05 Oct 2020

Contributed by Lukas

Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics,...

Portfolio Update | Ask Us Anything | ETF Competition

04 Oct 2020

Contributed by Lukas

As usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover:Investing under 18 year...

CEO Series: Orni Daniel - Co-CEO of Gefen Technologies on Going Public During COVID

30 Sep 2020

Contributed by Lukas

In this episode we were joined by Orni Daniel, the Co-CEO of Israeli Software as a Service (SaaS) business Gefen Technologies. Orni is currently guidi...

Bonus Episode: GYG & The Ambitions Of Going Public

29 Sep 2020

Contributed by Lukas

In this episode we continue our exploration of Initial Public Offerings (IPO). In the last bonus episode, we got an in-depth understanding of the IPO ...

Bonus Episode: Inside The IPO Process with Tom Cowan | TDM Growth Partners

28 Sep 2020

Contributed by Lukas

As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and ...

The Journey Of A Millennial Getting Into The Markets - Part 1

28 Sep 2020

Contributed by Lukas

Over the next three episodes, we’re going to track the journey of a millennial, who has never invested before, but knows it’s the right thing to d...

EM Chat: State of Electric Vehicle Industry (Tesla, Nikola & Workhorse)

27 Sep 2020

Contributed by Lukas

This episode is a little different that usual. During COVID we started an 'Afternoon Beer Discussions' series on YouTube. The concept was simple - we'...

Expert Investor: Viktor Shvets - Future of humanity and impact on investing

24 Sep 2020

Contributed by Lukas

This episode is a big one. Full of big ideas and a lot of thoughts about the future. We were joined by Viktor Shvets, Managing Director & Head of ...

Expert Investor: Market & Watchlist Update With Julia Lee

21 Sep 2020

Contributed by Lukas

In this episode we sit down with Julia Lee, from Burman Invest. Julia has been a regular on the show, as part of our Mastermind series. We wanted to g...

Expert Investor: Victoria Devine - Lessons on Personal Finance & Investing

17 Sep 2020

Contributed by Lukas

For this episode, we were joined by financial advisor and fellow podcaster Victoria Devine. Victoria is the co-founder of Zella, a financial advice bu...

EM Portfolio: Stock Pitch - Salesforce (CRM)

13 Sep 2020

Contributed by Lukas

It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building ...

Expert Investor: Rory Cunningham - Lessons from the 2020 ASX Investor Study

10 Sep 2020

Contributed by Lukas

Every year, the ASX survey Australian investors to take the pulse of the Australian investment community. They look at who's investing, what they're f...

Deep Dive: Cyber Security

07 Sep 2020

Contributed by Lukas

In today's episode we take a look at the fast growing cyber security industry. There's a lot of reasons to like this industry. With more and more of o...

Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed

03 Sep 2020

Contributed by Lukas

The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing 'whatever it takes' to k...

EM Portfolio: Listener Stock Pitch - Citadel Group

30 Aug 2020

Contributed by Lukas

Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week's episode, w...

Expert Investor: Owen Raszkiewicz - Software and Small Caps

27 Aug 2020

Contributed by Lukas

In today's interview, we sat down with founder and lead investment analyst at Rask Invest, Owen Raszkiewicz. Owen is an expert in small cap investing ...

EM Portfolio: First Investment Committee Meeting

24 Aug 2020

Contributed by Lukas

It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building ...