For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management. Here are some of the names Adam and Will cover in today's episode: Resmed CSL Nick Scali CAR group Seek Reliance Worldwide BHP Rio Tinto Commonwealth Bank HomeCo Daily Needs REIT 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 Thomas, a former RBA eco...
May 05, 2025•29 min
The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in". Tune in to today's episode to find out which bank and why they think it is so certain. That's not all we unpack in another big episode of Equity Mates: Earnings season continues in the US and Big Tech is delivering Meta beat analyst estimates but there's one number we think they're fudging The latest news on Australian inflation Matt Ingram returns for the lates...
May 04, 2025•34 min
There's opportunity in Aussie smalls. That is the message from today's guest. Will Granger is the Portfolio Manager of the Airlie Small Companies Fund. In today's interview we unpack: Will's investment process and how he separates signal from noise What he thinks will matter long-term from this moment Why he's loving the opportunity set in Aussie small caps at the moment Two stocks that he owns in the fund: GenTrack and Nick Scali —------ Thank you to Airlie Funds Management for sponsoring...
May 01, 2025•40 min
It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked. One month on, and things don't look too bad. The Aussie stock market is actually up. We unpack what we've learned in another big episode of Equity Mates . A look around the world at how stock markets have performed Alphabet's first quarter results shot the lights out We debate YouTube v Netflix Bry...
Apr 30, 2025•38 min
The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings. To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth. Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!) Want more? ...
Apr 28, 2025•35 min
Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch! Yet, despite those numbers, the stock was up 5%. What is going on here? We unpack it all in another big episode of Equity Mates. Why US stocks, bonds and currency are all falling The debate around Australian nuclear energy continues We review some of the worst business advice on TikTok Pimp my Portfolio returns with Matt Ingram from Northhaven Want to speak to Matt or an...
Apr 27, 2025•35 min
The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing. With the cost of housing getting further out of reach, we sat down with the Housing Minister Clare O'Neil and the Shadow Housing Minster Michael Sukkar to understand how they are approaching the issue. —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Keep up with the news moving markets with our daily newsletter and p...
Apr 24, 2025•1 hr 13 min
What does Australia's long-term economic future look like? Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor. —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) —------ Want more Equity Mates? Across books, podcasts, video...
Apr 24, 2025•50 min
“Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren Buffett When is the right time to buy the dip? That is one of the most common questions we've been getting over the past few weeks. To answer it, we dug into some stock market history to understand what lessons we can learn. Our big takeaway? The stock market doesn't wait. We explain what we mean in today's episode. That's not all we cover in another big episode of Equity Mates: H...
Apr 23, 2025•31 min
Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund. In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover: Which parts of the market have been impacted the most by Trump's tariffs Where he is seeing opportunity in the sell-off Ben's list of 'under-the-radar growth plays' How any investor can assess management A playbook for investors to navigate this market Want more from Ben and the team at Seneca? Sign up to Good R...
Apr 21, 2025•34 min
"I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch The initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices. Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more. In...
Apr 20, 2025•30 min
Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10. Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP). In our conversation today, we speak to James about: How small caps have held up in the current market environment ...
Apr 17, 2025•35 min
"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war. In today's episode we unpack: How China is using TikTok as a tool in the trade war Meta gets...
Apr 16, 2025•31 min
For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group. Here are some of the names Adam and Nick cover in today's episode: Temple & Webster (TPW) Mesoblast (MSB) Australian Finance Group (AFG) Iperionx (IPX) Genesis Minerals (GMD) DroneShield (DRO) Auckland International Airport (AIA) Nuix (NXL) Generational Development Group (GDG) Macquarie Technology Group (MAQ) And if you want to hear more from Adam Keily, make sure you check ou...
Apr 14, 2025•38 min
“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
