Equity Mates Investing Podcast
Episodes
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...
Your Questions: New Zealand, Portfolios, Uber & More | Ask Us Anything - September
29 Sep 2019
Contributed by Lukas
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered...
Expert Investor: Julia Lee - Mastermind #4
25 Sep 2019
Contributed by Lukas
As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, ...
Tips & Tricks - What To Do With Your Tax Return | Spend, Save, Invest?
22 Sep 2019
Contributed by Lukas
Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat you...
Deep Dive: Agricultural Industry | You Got Beef?
18 Sep 2019
Contributed by Lukas
Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian G...
Expert Investor: Ilan Israelstam, Betashares - ETFs of 2019 | India, Asian Tech Giants & European Blue Chips
15 Sep 2019
Contributed by Lukas
If you're new to the show - welcome. You've chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great c...
News: Earnings Season Around the World
11 Sep 2019
Contributed by Lukas
There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an in...
Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies
08 Sep 2019
Contributed by Lukas
We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole ot...
Your Questions: Ask Us Anything (pt. 2) - Finding Information | Major Economic Indicators
04 Sep 2019
Contributed by Lukas
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered...
Your Questions: Ask Us Anything (pt. 1) - Stop Loss | Minimum Funds | Recessions & More
01 Sep 2019
Contributed by Lukas
We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered...
Basics: Cash Flow & Profit | What's More Important For A Business?
28 Aug 2019
Contributed by Lukas
Cash flow and profit - both are important elements of a healthy, growing business. But don't get them confused as being the same thing. One of the big...
News: Argentina's Market Plummets 48%. Why? | Emerging Markets
26 Aug 2019
Contributed by Lukas
On August 12th, 2019, Argentina's S&P Merval Index (the most important index of the Buenos Aires Stock Exchange), plummeted 48% - the second-large...
Expert Investors: Julia Lee - Mastermind #3
21 Aug 2019
Contributed by Lukas
Mastermind has quickly become one of the most popular mini-series of Equity Mates. And for good reason. We love sitting down with Julia Lee to pitch a...
News: 10 Companies We've Noticed This Earnings Season
18 Aug 2019
Contributed by Lukas
Earnings season - that time of the year when public companies report their half year or full year financial results. We're about halfway through the s...
Basics: Exchange Rates - Money Makes the World Go Round - Here's How
15 Aug 2019
Contributed by Lukas
The Australian stock market makes up approx. 3% of the global stock market. Even the US stock market is just over 50% of the global stock market. As s...
EM Chat: What we've been watching in markets - Short sellers, Gold & Bitcoin
12 Aug 2019
Contributed by Lukas
There's been plenty happening in markets recently, and even with 2 episodes a week we haven't had a chance to discuss it all. So in this episode we ca...