“The key to making money in stocks is to not get scared out of them” - Peter Lynch It can feel like a scary time in markets, but we're here to tell you: don't let that fear cause you to deviate from your plan. In today's episode we cover the news and how we've been investing. How the Nasdaq had one of its best days ever on Wednesday What we've been buying Mr. Beat-Up joins to chat one beaten down stock We answer a question on 'lump sum v DCA' at a time like this —------ Want to get involved in t...
Apr 13, 2025•33 min
The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On one hand, office buildings have struggled in a COVID-adjusted, work-from-home world. Meanwhile, all of us spending more time at home has been a boon for eCommerce and the logistics warehouses that support it. One company at the centre of it all has been Centuria, one of Australia's largest commercial real estate investors. Today, we speak to the cofounder and Joint-CEO of Centuria, Jason Huljich, a...
Apr 10, 2025•40 min
"You make most of your money in a bear market. You just don't know it at the time." - Shelby Davis The global stock market sell off continues. The US market (measured by the S&P 500) has entered a bear market (down more than 20%) and in Australia we're down 14%. So what's an investor to do? In this episode we share our answer to that question: What's happening in global markets The risk of selling once the market has crashed How we're approaching this buying opportunity —------ Want to get i...
Apr 09, 2025•31 min
Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around life insurance. In today's episode we speak to Phil about: Why so many Australians are under-insured (and how to figure out if you are) The best ways to save money on premiums The common mistakes he sees Australians make when getting insured How Aussies living overseas can now access Australian insurance If you would like to speak to Phil and his team, fill out the form on our website and we'll p...
Apr 07, 2025•38 min
Remember: In hindsight, all previous market crashes have looked like great buying opportunities. Globally, stocks are down after US President Trump's tariff announcements. The S&P 500 is down 11% in two days. We unpack what has been announced and how it may affect Australia. That's not all we cover in another big episode of Equity Mates: We share the stocks that we've added to our watchlist over the past month We answer a listener question about Defence ETFs and this boom in defence spending...
Apr 06, 2025•34 min
3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers. PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs. In today's episode we speak to Sam Watkins, head of PIMCO Australia and New Zealand, about his view on the fixed income markets and how these Active ETFs can play a role ...
Apr 03, 2025•29 min
Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes. We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help. That's not all we cover in another big episode of Equity Mates: We go around the grounds for the first 3 months of 2025 - which markets were up, which were down? A look at some other...
Apr 02, 2025•42 min
Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR. Chris is never one to pull his punches, so tune in as we discuss: What is happening in the fixed income market Where the US and Australian economy may go from here Why the RBA may be "humiliated" by the coming economic data Why he is not-so-quietly bullish on DOGE's impact And so much more! —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and...
Mar 31, 2025•49 min
Could this one investing mistake cost you $700,000? We've done the maths and found that one simple change to your investing portfolio can make a huge difference over decades. That's only one segment in another big episode of Equity Mates: We share the latest good news on Australian inflation The robo-taxi wars are accelerating with big announcements from both Waymo and Tesla Adam Dawes returns for another Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send ...
Mar 30, 2025•31 min
Today we share the final episode of our Basis Points launch series. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website he...
Mar 27, 2025•45 min
The Australian government handed down its pre-election Budget and we discuss some of the big announcements. (And Ren gets on his high-horse). That's only the start of another big episode of Equity Mates: More bad news for Tesla Meta's textbook example of bad PR management What is in David Tepper's portfolio We answer a community question on stock buybacks —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------...
Mar 26, 2025•27 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you'...
Mar 24, 2025•39 min
Money doesn't make you happy. But it does give you control over your life. And it turns out, that makes you happy. That was the conclusion of Angus Campbell, a psychologist at the University of Michigan who studied happiness and the biggest predictors of it. For us, it is an important reminder of why we invest: to give ourselves choice in life. We break it all down. That's only the start of another big episode of Equity Mates: Adam Dawes is back for another Pimp my Portfolio Katy Perry is going ...
Mar 23, 2025•26 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to...
Mar 20, 2025•38 min
There was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. So Big Super is growing up and leaving home. Tune in as we break it all down. That's only the start of another big episode of Equity Mates: Luke Laretive joins for Pimp my Portfolio We explain how fees can compound into hun...
Mar 19, 2025•28 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you'...
Mar 17, 2025•40 min
The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. That's only the start of another big episode of Equity Mates: Bryce's business hero has a new job - who is it? And what are they doing? Mr. Beat-Up returns and he is reviewing 3 stocks suggested by the Equity Mates community We answer a question on Crypto ETFs - how do they compare to buying crypto directly? —------ Want to get involved in the podcast? Record a voice note or send us a message on ou...
Mar 16, 2025•33 min
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you'...
Mar 13, 2025•50 min
The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about any opportunities that we see. That's only the start of another big episode of Equity Mates: Bryce's quest to turn $500 into $5,000 continues. How has he gone so far? We review Vanguard's latest ETF - VDAL - and compare it to its Betashares equivalent - DHHF —------ Want to get involved in the podcast? Record a voice note or send us a messa...
Mar 12, 2025•30 min
We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser lookin...
Mar 10, 2025•52 min
We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just generally consuming a heap of investing content - the list of stocks that have piqued our interest is always growing. In today's episode we share some of the stocks that have caught our eye recently. That's only the start of another big episode of Equity Mates: We share some good news for the Australian economy Adam Dawes returns for another Pimp ...
Mar 09, 2025•35 min
Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders . The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits. Our guest today thinks we should get used to this wild ride, because we're seeing a new no...
Mar 06, 2025•40 min
While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified. We look under the hood of the index and see which notable companies are moving markets. That's only the start of another big episode of Equity Mates: What is happening in the Australian housing market with Sam Gordon, founder of Australian Property Scout Then we look at the man labelled 'England's Warren Buffett' - what's in his p...
Mar 05, 2025•32 min
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Tune in to hear Ben and Adam chat about the following companies: GQG Partners (GQG) Catapult (CAT) Energy One (EOL) AIC Mines (A1M) Antipa Minerals (AZY) Megaport (MP1) Seek (SEK) Wisetech (WTC) Guzman y Gomez (GYG) And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist ( Apple | Spotify ). In Comedian v Economist, Adam is joined by his brother Thoma...
Mar 03, 2025•30 min
Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory. On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap. That's not all we're talking about in another big episode: What happened to ESG investing? What stocks are Australian politicians buying? —------ Want to get involved in the podcast? Record a voice note or send ...
Mar 02, 2025•27 min
Today we speak to Sam Gordon, founder of Australian Property Scout , and host of two podcasts: Scouting Australia and The Top 1% . While the popular narrative may be that Australian property only goes up, property moves in cycles and different parts of Australia move through the cycle at different times. Right now, Sydney is flat, Melbourne is falling, while Adelaide, Brisbane and Perth are enjoying double-digit growth. But what are the signs that these days of double-digit growth may be over - ...
Feb 27, 2025•50 min
Once a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down. In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways. You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdf That's not all we're talking about in another big episode: Luke Laretive returns for another Pimp my Portfolio The drama unfolding at WiseTech Global...
Feb 26, 2025•37 min
Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our homes. Today on the podcast, we speak to Chris about everything happening in the property market, including the age old question: should I save for property or invest in stocks? If you would like to speak to Chris and his team, fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll pla...
Feb 24, 2025•39 min
The common lament you'll hear about is the Australian share market is “full of banks and miners”. And this reporting season has not been kind to those two industries. Tune in to today's episode to hear what we've learned from reporting season, why Commonwealth Bank is bucking the trend and why banks & miners dragged the ASX 200 down 3% in a week. That's not all we're talking about in another big episode: The stocks that give shareholders additional perks The 'valuation trap' we've learned to...
Feb 23, 2025•33 min
Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL). Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit. As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the exci...
Feb 20, 2025•32 min
