Equity Mates Investing Podcast
Episodes
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 ...
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...