Equity Mates Investing Podcast

EM Chat: ASX Reporting Season - Winners & Losers

20 Aug 2020

Contributed by Lukas

Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how th...

ASK THE EXPERTS: ETF Q&A Special w/ BetaShares

16 Aug 2020

Contributed by Lukas

This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A ...

Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of

13 Aug 2020

Contributed by Lukas

In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager spec...

Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?

12 Aug 2020

Contributed by Lukas

2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, w...

EM Chat: US Earnings Season - Winners & Losers

09 Aug 2020

Contributed by Lukas

It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every q...

Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19

06 Aug 2020

Contributed by Lukas

This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his i...

EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

02 Aug 2020

Contributed by Lukas

Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have b...

Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China

30 Jul 2020

Contributed by Lukas

Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer &...

Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July

27 Jul 2020

Contributed by Lukas

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group...

Expert Investor: Emilie O'Neill - The Research Process For ESG Investing

22 Jul 2020

Contributed by Lukas

Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Ma...

Bonus: Andrew Brown on Afterpay (ASX: APT)

22 Jul 2020

Contributed by Lukas

Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is le...

EM Portfolio: Building our core portfolio

20 Jul 2020

Contributed by Lukas

In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spe...

Expert Investor: Danielle Ecuyer - A Simple Approach To Share Investing

15 Jul 2020

Contributed by Lukas

We were delighted to have Danielle Ecuyer join us for this episode, to go back to basics with share investing. Danielle has just launched her new book...

EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed

12 Jul 2020

Contributed by Lukas

Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put...

Expert Investor: Matt Leibowitz - What's Hot, What's Not In The US Markets

09 Jul 2020

Contributed by Lukas

In this episode we sit down with Matt Leibowitz - founder & CEO of Stake, and a good friend of the show. COVID-19 sent investors into a frenzy. We...

Basics: Brokers - Determining what's right for you

05 Jul 2020

Contributed by Lukas

From Warren Buffett to someone researching their first stock, every investor starts their journey in the same way - signing up to a broker. With so ma...

Expert Investor: Malcolm Turnbull - How The 29th Prime Minister Of Australia Made His Money

01 Jul 2020

Contributed by Lukas

It was an absolute honour to have the 29th Prime Minister of Australia, Malcolm Turnbull, join us on the show. Malcolm has recently released his biogr...

Your Questions: Stocks, Super, Slater+Gordon | Ask Us Anything - June

28 Jun 2020

Contributed by Lukas

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group...

Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent

25 Jun 2020

Contributed by Lukas

We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magella...

Expert Investor: Jessica Amir - Best & Worst Performing Stocks During COVID-19

21 Jun 2020

Contributed by Lukas

In this episode we're joined by Jessica Amir - a market analyst and presenter at Bell Direct.Prior to joining Bell Direct, Jessica was the Head of New...

Expert Investor: Adam Verwey - COVID's Impact On Sustainability & Superannuation

17 Jun 2020

Contributed by Lukas

In this episode we have a chat with Adam Verwey - co-founder and director of Future Super. Adam started in the ethical investing space with 9 years at...

Expert Investor: Robert Francis - eToro MD talks zero commission US trades

14 Jun 2020

Contributed by Lukas

At Equity Mates, we hate fees. This makes us big fans of any company looking to reduce the cost of investing for everyday investors. Which is why we w...

Expert Investor: Yaron Naymark - Deep Dive on an Unconventional Stock

11 Jun 2020

Contributed by Lukas

In this episode we speak to US-based expert investor Yaron Naymark. Yaron is the portfolio manager at 1 Main Capital, a long-focused fund investing in...

Expert Investor: Tobias Carlisle - Value Investing During COVID-19

08 Jun 2020

Contributed by Lukas

In our latest expert investor interview we are joined by expert on deep value investing, Tobias Carlisle. Tobias started his career in Australia, befo...

Expert Investor: Andrew Oskoui - Concentrated Value Investing

04 Jun 2020

Contributed by Lukas

In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asse...

Expert Investor: Ed Cowan Talks Unconstrained Investing | TDM Growth Partners

01 Jun 2020

Contributed by Lukas

You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for inv...

Expert Investor: Understanding Superannuation w/ FairVine Super

27 May 2020

Contributed by Lukas

It's no secret that women on average have a lower superannuation balance than men. This can be for many reasons. So when we came across FairVine Super...

Expert Investor: Julia Lee - Mastermind #8

24 May 2020

Contributed by Lukas

In today's mastermind episode we are joined by Julia Lee, CIO of Burman Invest, to each pitch a stock or investment idea. In this episode:Bryce discus...

Expert Investor: Marcus Padley - No Bullsh** Investing

21 May 2020

Contributed by Lukas

In this week's expert investor interview we speak to Marcus Padley, the founder of Marcus Today and a market veteran with over 30 years experience. Ma...

Trading Talk: Warren speaks, we listen | Berkshire highlights

18 May 2020

Contributed by Lukas

Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020...

Expert Investor: Andrew Page Talks Value Investing & 3 Stocks In His Portfolio

13 May 2020

Contributed by Lukas

Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at Com...

Deep Dive: Investing In Renewable Energy

10 May 2020

Contributed by Lukas

In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company ...

Expert Investor: Andrew Brown On Why The Markets And Economy Aren't Talking

07 May 2020

Contributed by Lukas

For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in mark...

Basics: All You Need To Know About Inflation

03 May 2020

Contributed by Lukas

Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going ...

Expert Investor: Lars Kroijer Talks The Only Investment You Need For Equities Exposure

29 Apr 2020

Contributed by Lukas

Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Bus...

Your Questions: Missing The Boat | Circle Of Competence | Ask Us Anything - April

27 Apr 2020

Contributed by Lukas

This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show. In this episode we answer que...

Expert Investor: Jesse Felder - The effect of coronavirus on different assets

23 Apr 2020

Contributed by Lukas

Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. L...

Trading Talk: Is this a bull trap?

19 Apr 2020

Contributed by Lukas

2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (63...

Expert Investor: Meb Faber on Getting Rich Slow

16 Apr 2020

Contributed by Lukas

Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Me...

Expert Investor: Julia Lee - Mastermind #7

12 Apr 2020

Contributed by Lukas

Once a month we are joined by Julia Lee to each pitch a stock or investment idea. Julia is the CIO of Burman Invest and a market veteran with plenty o...

Expert Investor: Fred Schebesta On Building Companies, Leading Teams and Crypto

09 Apr 2020

Contributed by Lukas

Fred Schebesta is the Co-founder of Finder.com - Australia's most visited comparison site. He is also the founder of HiveEx.con, a cryptocurrency brok...

Your Questions: Investing in this volatile market | Ask Us Anything - March

05 Apr 2020

Contributed by Lukas

This is our Ask Us Anything episode for March, where we collate some of your questions and answer them on the show. With the coronavirus market sell o...

Expert Investor: David Koch Talks Personal Finance, and Markets in 2020

01 Apr 2020

Contributed by Lukas

David James Koch nicknamed "Kochie" is an Australian television presenter best known as a host of the Seven Network's breakfast program Sunrise. From ...

EM Chat: Companies We Like With Strong Balance Sheets

29 Mar 2020

Contributed by Lukas

At the time of releasing this, the ASX200 is down 32% from it's peak in February 2020, and the S&P500 in America is down 24.95%. Within these mark...

Expert Investor: Economic Impact of Coronavirus with David Bassanese

25 Mar 2020

Contributed by Lukas

There is one big topic on everyone's mind at the moment. The coronavirus is shutting down cities and requiring co-ordinated actions between Government...

Bonus Ep: Searching for Great Companies with Owen Raszkiewicz

24 Mar 2020

Contributed by Lukas

Cooped up inside with time on our hands, we decided to call another one of our Equity Mates - the founder of Rask Invest and fellow finance podcast ho...

Bonus Ep: Hearing from Beginner Investors - Mates of Equity Mates

23 Mar 2020

Contributed by Lukas

We've got plenty of time while self-isolated, so what better to do than make more bonus content. In this episode we call a few of our mates and hear t...

Tips & Tricks: Understanding Company Reports

22 Mar 2020

Contributed by Lukas

In these unprecedented times, when a lot of us are at home self-isolated or working from home, there's never been a better time to get stuck into some...

Expert Investor: Sharesight CEO Doug Morris

19 Mar 2020

Contributed by Lukas

Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you're ready to ...

Basics: Investing When Life Gets Busy

15 Mar 2020

Contributed by Lukas

One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other f...

Bonus Ep: Market Mayhem - Update from Ilan Israelstam

13 Mar 2020

Contributed by Lukas

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market c...

Bonus Ep: Market Mayhem - Update From Andrew Brown

13 Mar 2020

Contributed by Lukas

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market c...

Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio

11 Mar 2020

Contributed by Lukas

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hostin...

Expert Investor: Julia Lee - Mastermind #6

08 Mar 2020

Contributed by Lukas

We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it...

Expert Investor: Roger Montgomery - Lessons From 30 Years Investing

04 Mar 2020

Contributed by Lukas

Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that hi...

Bonus Ep: Coronavirus - Investing in a Panicked Market

02 Mar 2020

Contributed by Lukas

The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in...

EM Chat: What to Watch For in Reporting Season

01 Mar 2020

Contributed by Lukas

Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at di...

Expert Investor: Paul Wilson - Finding Gems Of Australian Technology

28 Feb 2020

Contributed by Lukas

We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador.Paul has had ...

EM Chat: Ask Us Anything | February

23 Feb 2020

Contributed by Lukas

Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our c...

Expert Investor: Investing In A Low-Interest Rate World - Daniel Foggo

19 Feb 2020

Contributed by Lukas

In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That's why we're pretty excited to speak to ...

Expert Investor: Matt Leibowitz - What's Hot, What's Not to Kick Off 2020

16 Feb 2020

Contributed by Lukas

In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, 'what's hot and...

Expert Investor: Investing In Companies Of The Future | Chris Wheldon

12 Feb 2020

Contributed by Lukas

In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs).We began the mini-series with Emma Kir...

Expert Investor: Mastermind | Picking Stocks W/ Julia Lee

10 Feb 2020

Contributed by Lukas

We're excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee - Chief In...

Expert Investor: Understanding LICs and LITs with Magellan Financial Group

05 Feb 2020

Contributed by Lukas

Post-GFC index investing, through ETFs, has become very popular and it's something we speak a lot about on the show. There has also been a lot of chat...

EM Chat: Our Stock Of The Year Picks For 2020

02 Feb 2020

Contributed by Lukas

It's that episode of the year - our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over th...

Expert Investor: Andrew Brown's Bold Predictions for 2020

29 Jan 2020

Contributed by Lukas

We're a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Execut...

EM Chat: We're Back For 2020 With Some Bold Predictions

26 Jan 2020

Contributed by Lukas

After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020.As always, we kick off t...

Summer Series: Digital Wine Ventures (ASX: DW8)

22 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Nearmap (ASX: NEA)

19 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Gage Roads Brewing Co (ASX: GRB)

15 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Fluence Corporation (ASX: FLC)

12 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Volpara Health Technologies (ASX: VHT)

08 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Dexus Property Group (ASX: DXS)

05 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Appen (ASX: APX)

01 Jan 2020

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Rectifier Technologies Limited (ASX: RFT)

29 Dec 2019

Contributed by Lukas

We continue our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 s...

Summer Series: Avita Medical Ltd (ASX: AVH)

25 Dec 2019

Contributed by Lukas

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates co...

Summer Series: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

22 Dec 2019

Contributed by Lukas

This episode kicks off our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. W...

Expert Investor: Tobias Bucks - Searching the World for Surprising Companies

19 Dec 2019

Contributed by Lukas

In this episode we continue our recent theme of speaking to small cap managers. We sat down and spoke to Toby Bucks - portfolio manager for Ausbil Inv...

Expert Investor: Chris Judd - Micro Caps from a Major Name

15 Dec 2019

Contributed by Lukas

In this episode we speak to former AFL premiership captain, dual-Brownlow medalist and 6x All-Australian - Chris Judd.Most Australians will known Chri...

Expert Investor: Matt Griffin - Small Caps, Large Returns

12 Dec 2019

Contributed by Lukas

Matt Griffin is the co-portfolio manager for AMP Capital's Australian Emerging Companies Fund - focused on Australian small cap companies.In this inte...

Tips & Tricks: Introduction to Valuation

08 Dec 2019

Contributed by Lukas

Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock?Both of us at Equity Mates ha...

Expert Investor: Andy Hart - Managing risk and making smart decisions

05 Dec 2019

Contributed by Lukas

In this episode we head across the world and speak to our first UK-based guest. Andy Hart is a financial advisor and founder of Maven Money, one of th...

EM Chat: 2019 Yearly Wrap | Bold Predictions, Stock of The Year

02 Dec 2019

Contributed by Lukas

As 2019 is drawing to a close, and the Equity Mates team look to have a break (don't worry, we've got some cracking eps lined up for summer), it's tim...

Expert Investor: Paul Benson - Financial Autonomy

28 Nov 2019

Contributed by Lukas

In this episode we're joined by Paul Benson, the host of fellow investing podcast, Financial Autonomy. Paul is a financial planner and is passionate a...

Your Questions: Ask Us Anything - November | Trading Alerts, Ethical Investments and Retirement Goals

25 Nov 2019

Contributed by Lukas

Last episode of the month means we answer your questions. Tune in as we answer everything from how you can set up trading alerts to how you can set up...

Classic Ep: Tobias Carlisle - A Strategy to Beat Buffett | Deep Value Investing

21 Nov 2019

Contributed by Lukas

With Ren off in Fiji, we've decided to re-release one of our favourite episodes. A conversation with expert investor Tobias Carlisle, an Australian de...

Classic Ep: How to avoid being eaten by a lion w/ Meir Statman

17 Nov 2019

Contributed by Lukas

With Ren having to duck off to Fiji last-minute, we didn't want to risk a dodgy internet feed from his beach-side bungalow. So we've dusted off an old...

Expert Investor: Warren Buffett's 6 Rules Of Investing

13 Nov 2019

Contributed by Lukas

Warren Buffett is one of the greatest investors in the world, which is why listening to what he has to say can have an important influence on our inve...

Trading Talk: Where Are They Now? | Hypothetical Portfolio Update

11 Nov 2019

Contributed by Lukas

Right back at the beginning of Equity Mates we started a 'Stock of the Week' segment and used it as an opportunity to start building a hypothetical po...

Expert Investor: Matt Leibowitz - What's Hot, What's Not in America

07 Nov 2019

Contributed by Lukas

Home country bias (where you only buy stocks in your home market) is an important trap to avoid. Australian investors in particular need to break out ...

Basics: Leverage - Increasing your risk and your returns

03 Nov 2019

Contributed by Lukas

One of the biggest takeaways from our Sydney live show was the potential of investing with leverage. In a night where there was some healthy disagreem...

Your Questions: Buffett, Banks & Bonds | Ask Us Anything - October

31 Oct 2019

Contributed by Lukas

The last episode of the month, means once again we open up our mailbag and answer your questions! In this episode we answer questions on: • Ethical ...

Trading Talk: Short Selling - Make money while everyone else is losing theirs

28 Oct 2019

Contributed by Lukas

Short selling is the act of betting on the price of an asset to go down. It is very topical in Australia at the moment, with the controversy over shor...

Tips & Tricks: Best Alternative Sources For Investing Information

24 Oct 2019

Contributed by Lukas

You've heard it before - 'knowledge is power' - and when it comes to investing, improving your knowledge can be achieved by reading, and reading, and ...

Basics: Understanding Market Cap - A Company's Price Tag

20 Oct 2019

Contributed by Lukas

One of the unique things about the stock market is that you are told the price of your asset every single day. Imagine if that was the same in other a...

Expert Investor: Balaji Gopal, Vanguard - The $8 trillion ETF Provider

17 Oct 2019

Contributed by Lukas

In this episode we continue the conversation about exchange traded funds. This time, we sat down with Balaji Gopal, who is the Head of Product Strateg...

News: WeWork, Uber & the moment of reckoning in venture capital

13 Oct 2019

Contributed by Lukas

WeWork has been front of mind over the past few weeks. The office space leasing company funded by Softbank's Vision Fund had expected a $47 billion va...

Classic Ep: Jesse Felder - Clear Thinking On What's Happening In Markets

09 Oct 2019

Contributed by Lukas

A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, R...

Deep Dive : Pharmaceutical Industry

06 Oct 2019

Contributed by Lukas

The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects...

Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds

02 Oct 2019

Contributed by Lukas

It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different...