Equity Mates Investing Podcast

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 ...

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...