Today we're sharing something a bit different. We were recently interviewed on The Top 1% Podcast by Sam Gordon. Tune in to hear how we grew up learning about money, the story behind Equity Mates, and our insights on both the media and finance industries. Check out the The Top 1% Podcast on Apple , Spotify , YouTube or wherever you listen to podcasts. —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered . Keep ...
Jun 26, 2025•1 hr 27 min
In today's episode we cover the news moving markets, have an expert review a listener's portfolio & check in on the world's most profitable company. Want to get involved in the podcast? Record a voice note or send us a message —------ Interested in trying Good Day Multivitamins? Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we...
Jun 25, 2025•35 min
Today we dive deep on two of the most common questions we get here at Equity Mates: Should I be investing inside or outside of Super? Should I be investing in property or the stock market? If you've ever pondered either of those questions, then this episode is for you. To help us unpack them is our personal financial adviser, Matt Ingram. Matt is a financial adviser and partner at Northhaven Financial Management. Interested in speaking to Matt or another of our hand-picked financial advisers? Fi...
Jun 23, 2025•37 min
Meta is throwing out $100m sign-on bonuses for AI engineers!? We chose the wrong career... We unpack it all in another big episode of Equity Mates: Lab-grown meat, now in Australia Ren is reviewing Novo Nordisk Sam Gordon, of Australian Property Scout , unpacks buyers agents and buying property inside Super Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investin...
Jun 22, 2025•38 min
Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it? Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out. —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we...
Jun 18, 2025•33 min
For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management. If you want to hear more from Adam Keily, make sure you check our Comedian v Economist ( Apple | Spotify ) —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered . Keep up with the news moving markets with o...
Jun 16, 2025•24 min
Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two successful consoles in a row. Has that changed with the launch of the Switch 2? That's not all we discuss in another big episode of Equity Mates: Zip keeps killing it Mr. Beat-Up is back Pimp my Portfolio —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podca...
Jun 15, 2025•38 min
Bryce set himself a big task this year: turn $500 into $5,000. It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's going. That's not all we cover in today's episode: $1m for the average Aussie house Monash IVF's shocking mix-up Coffee prices are rising Core portfolios from BlackRock, Vanguard & Betashares —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts, video...
Jun 11, 2025•30 min
Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund. In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each. Want more from Luke and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off. —------ Want to get involved in the podcast? Record a voice note or send us a message...
Jun 09, 2025•42 min
Commonwealth Bank has become the first Australian company to reach a $300 billion valuation. To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ ($88bn) together are worth $320 billion. How long can CommBank's outperformance last? That is what we try to understand in today's episode of Equity Mates. —------ Want to get involved in the podcast? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn...
Jun 08, 2025•41 min
Today's guest is here to change how we think about large Australian stocks. We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market. If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities. —------ Thank you to First Sentier Investors for sponsoring this epi...
Jun 05, 2025•41 min
Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going. Tune in to hear why. That's not all we unpack in another big episode of Equity Mates: A tough week for Australian miners as lithium and iron ore sell off Why your favourite ice cream is getting more expensive Pimp my Portfolio with Luke Laretive Bryce discusses Generation Development Group...
Jun 04, 2025•36 min
How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode. Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you. In today's episode we also discuss: Paying down debt vs investin...
Jun 02, 2025•47 min
Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention. Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else. That's not all we unpack in another big episode of Equity Mates: Over the past 20 years, has anything beaten Aussie property? Unhelpful Desk returns as we answer your questions Nvidia's latest earnings —------ ...
Jun 01, 2025•39 min
Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves. Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm? In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next. —...
May 29, 2025•36 min
The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate. In today's episode we break down the proposed changes, why they're controversial and everything you need to know. That's not all we unpack in another big episode of Equity Mates: WiseTech has made its biggest acquisition to date Uranium stocks are ripping BYD continues to outpace Tesla Why Aussie tech stocks reach such crazy valuations —------ Want to get involved in the podcast? Record a v...
May 28, 2025•32 min
In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped. The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues! We unpack what you need to know in another big episode: Sports analytics company Catapult's latest report OpenAI is getting into hardware Matt Ingram returns for Pimp my Portfolio —------ Want to get involved in the podcast? Record a v...
May 25, 2025•35 min
The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean. Today's guest is Sam Gordon, founder of Australian Property Scout. In today's episode we unpack: What Labor promised at this election How these policies will impact house prices The prospect of more rate cuts How Sam advises clients to navigate these changes —------ Thank you to Austral...
May 22, 2025•28 min
One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas. In today's episode we unpack 6 of the best ideas we've heard recently. That's not all we unpack in another big episode of Equity Mates: The RBA has cut rates, what now? Our thoughts on Airbnb's push into services Government debt is in the headlines in the US and in Australia We share our thoughts on balancing building wealth with enjoying life ...
May 21, 2025•35 min
Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community. In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way. Tune in to hear: Why Matt originally decided to pursue FIRE and his original goals How we managed to save 70% of his after-tax income Why his views on FIRE started to change The investment strategy he pursued to build a $1...
May 19, 2025•34 min
The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation. The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy. On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning: The US-China trade war de-escalat...
May 18, 2025•36 min
"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path. Today we are joined by Kellie Wood, Head of Fixed Income at Schroders. Together we unpack: How to navigate the current market uncertainty The range of outcomes from the trade war Positioning portfolios to manage risk —------ Thank you to Schroders for sponsoring this episode and helping us keep all of our content free. Find out more about Schroders r...
May 15, 2025•43 min
There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook. In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire. That's not all we unpack in another big episode of Equity Mates: The latest in the US-China trade war Trump's latest focus on pharmaceuticals Update on Bryce's latest stock pick: TransMedics (NASDAQ...
May 14, 2025•35 min
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth. In today's episode we discuss: Navigating this volatile moment in markets Capitalising on market downturns Updated rules of portfolio construction Manager selection and red flags Trends in new funds coming to market Read Daniel's recent paper on Alts here Interes...
May 12, 2025•44 min
One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be. As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss: Warren Buffett's 3 latest stock picks All the trade war news Australian property prices —------ Want to get involved in the podcast? Record a voice note or send us a message —---...
May 11, 2025•33 min
Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor. Joining us from New York, Tony shares with us: How Tony sees tariffs impacting markets How, despite the worries, he believes the US market will hit all-time highs next year Why we need to pay attention to the world's changing monetary order Where PIMCO sees opportunity in today's market How retail investors can access fixed income opportunities —------ Thank you to PIMCO for sponsoring this epi...
May 08, 2025•41 min
The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets. The S&P 500 went higher 9 days in a row. Something it hadn't done for 21 years. Here's hoping you stuck to your long-term investing plan and didn't try and time the market on Trump's tariffs 'will they-won't they', We unpack what it all means and where it could go from here on another big episode of Equity Mates: Earnings season continues in the US and ...
May 07, 2025•39 min
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 this ...
May 01, 2025•40 min
