We know financial advice is expensive, but over 70% of Equity Mates feel they would benefit from having one. The ‘Ask An Adviser’ series is designed to bring the advisor to you, to give you the opportunity to ask your questions. Today we chat to Jacob McCudden - Certified Financial Planner - friend of Bryce’s from Wagga Wagga! We play this or that with Jacob - property or shares, debt or invest, and invest in super inside or outside? And then we chat about some of the question you put to us - li...
Apr 26, 2023•39 min•Season 7Ep. 44
We're welcoming Maddy from You're In Good Company to the studio to run one of our segments today - a segment inspired by the Imperfect's Vulnerabilitea House. For those who don’t know, podcast hosted by Hugh Van Cuylenberg founder of the Resilience Project, his brother Josh Van Cuylenberg, and Ryan Shelton where they interview guests who are willing to make themselves vulnerable, by sharing their imperfections. YIGC did this a few months ago and it was one of our favourite episodes to date. Toda...
Apr 23, 2023•44 min•Season 7Ep. 43
Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report , his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom...
Apr 19, 2023•34 min•Season 7Ep. 42
There's a lot going on at Equity Mates HQ - so Ren and Bryce want to take you through it, and how to navigate our feed. The most exciting thing is we're off on our first ever overseas tour - hitting up Omaha for Berkshire Hathaway and then off to NYC to interview as many people as we can (if you know someone - hit us up at [email protected] ). Then Bryce shares his first session with Henry Jennings - and it's a cracker. He shares his story, and why he thinks there's a Harry Kane method for...
Apr 16, 2023•49 min•Season 7Ep. 41
ESG reports have become ubiquitous, but evaluating their impact can be difficult. ESG factors encompass environmental, social, and governance practices, and companies report on different aspects, making comparisons challenging. Elisa Di Marco joins Bryce to chat about how difficult it can be for retail investors to assess the environmental, social and governance practices of a company - give they all report on different aspects of their operations. Elisa brings 5 ideas of businesses that are act...
Apr 14, 2023•39 min•Season 7Ep. 40
Ed Kavalee is BACK! We've answered whether there's money in music , we've answered if there's money in Youtube , it's Alec's time to turn up with his homework - and he's talking all about Olympic Gold Medals. Alec lays down the challenge that one of the trio needs to compete in an upcoming Olympics to have an actionable result from this podcast (maybe not)... but if you've won a medal - get in touch! We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt d...
Apr 12, 2023•43 min•Season 7Ep. 39
Huge, massive, jam packed episode today! We're launching into our coaching series so we hear Andrew Page and Alec on mic, workshopping through Alec's investing process and doing a real-worked example on HitIQ. (Quick reminder, you can read about that here: https://equitymates.com/general/uncovered-hit-iq-asx-hiq/) Then we answer an Equity Mates Community Question! Send us yours at [email protected] or visit equitymates.com. We've got some exciting news to share - Equity Mates has just laun...
Apr 09, 2023•45 min•Season 7Ep. 38
We're doubling down on 'Is there money in content!'. This is our follow up - cause Ed went away and did his homework. (Alec did not.) We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - ...
Apr 06, 2023•7 min•Season 7Ep. 36
Don't take our word for it - this is what Natalie said about our last ep with Ed Kavalee: "This was hilarious! ...I nearly fell off a treadmill laughing while I listened..." Well, do don't want Natalie to fall off anymore treadmills, but we're glad you're joining us once more for 'Is there money in?'. Today Bryce picks up the challenge, and dives into whether there's any money in Youtube! There's lots of important information, but we also learn the strange skill Bryce taught himself from Youtube...
Apr 05, 2023•1 hr 1 min•Season 7Ep. 35
You never stop learning - in life or in investing! So we're introducing a new segment to the podcast. It's called 'Mentored' where we each choose two industry-leading mentors. Because we like to keep things competitive, we'll paper trade each other, and track our investments while we learn during the year. What are the rules? In this game, any listed investment is fair game, we're just here to uncover new strategies and insights. So today, Alec and Bryce choose their mentors - Henry Jennings and...
Apr 02, 2023•47 min•Season 7Ep. 34
We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing emotions, habit formation, and uncovering your unique trading DNA. We discuss emotions in investing, strategies to manage them, and habit formation for consistent performance. We'll also explore various trading styles to help you find your investing sweet spot. This episode is sponsored by IG Australia Trading involves risk to your capital. Issued...
Mar 30, 2023•34 min•Season 7Ep. 33
Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asian equities range. Too often we focus on stocks in the West alone, but in this episode we uncover the driving forces behind Asia's flourishing stock market, and learn about promising stocks that showcase unique investment opportunities. Today's episode, proudly sponsored by Fidelity, will open your eyes to the potential of the Asian sharemarket. If...
Mar 29, 2023•48 min•Season 7Ep. 32
We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics - at a cash rate of 3.6% - 15% of all Australian borrowers are at risk of default. So, with the RBA continuing to raise interest rates, there are concerns that the country's housing market could face a significant upset in the near future. Chris warns that when one in four Aussie home loans in 2023 switch from their 2% fixed rates to 6% variable r...
Mar 26, 2023•55 min•Season 7Ep. 31
We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s episode. Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the f...
Mar 23, 2023•32 min•Season 6Ep. 30
In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insights on team building, effective communication, and collaboration. Matthews emphasises the importance of setting a strong example, building trust, and empowering team members to make their own decisions. He also highlights the qualities that set great leaders apart, and how effective leadership can lead to improved team performance and personal growth...
Mar 22, 2023•34 min•Season 6Ep. 29
We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought... is there money in that? Well Ed has, and he's brought this idea to both of us and we're going to look at 'is there money in music?'. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of...
Mar 19, 2023•57 min•Season 7Ep. 28
Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders. Today, we explore two stocks held by the fund: Masterca...
Mar 15, 2023•36 min•Season 7Ep. 27
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage. We also share Equity Mates' feedback about their Airbnb hosting experience and think about whether that affects our want to add it to the EM Portfolio. Additionally, we continue our Uncovered: series by analysing Danim...
Mar 12, 2023•40 min•Season 7Ep. 26
Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here so you can have a taste! Want to know what's holding you back from being the best trader you can be? IG have some ideas. The wages data came in soft and the RBA should be ashamed of itself. Coles and Woolies are posting great profits, while Mrs Mac's has gone belly up. All this and more on this week's Comedian v Economist. If your life isn’t compl...
Mar 09, 2023•43 min•Season 7Ep. 25
Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses. Stephen has been investing in offshore markets for over 28 years, with previous roles at Evans & Partners, Goldman Sachs and Platinum Asset Management. He talks about one of their investments - Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has ...
Mar 08, 2023•34 min•Season 7Ep. 24
Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares his thoughts on the state of the economy, his investment strategies, and the company's performance. We look at our takeaways from this year's letter that can help you become a better investor. In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer t...
Mar 05, 2023•39 min•Season 7Ep. 23
Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader , about the key education pillars he uses in his investing strategy. From managing emotions and forming good habits, to understanding your trading DNA and the importance of recovery, Jason shares valuable insights to help investors make better decisions. He also provides tips on finding information and inspiration when investing, including the tools and resources he uses to stay informed. Don't miss this e...
Mar 02, 2023•51 min•Season 7Ep. 22
Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice. So we’re starting a new series called: Equity Mates Ask the Adviser, a series of episodes featuring some of Australia's top advisers. You'll have the opportunity to ask them anything, and we'll cover a range of topics beyond investing. Kicking off the series is Charlie Viola, partner and managing director of Wealth at Pitcher Partners in Sydney. With $2.2 billion in fund...
Mar 01, 2023•36 min•Season 7Ep. 21
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us! Bryce's contenders are complete speccy stock Latin Resources (ASX:LRS), Flutter (LON: FLTR), and Shiseido (SSDOY). Alec is looking and thinking about REA Group, (ASX:REA), Audinate (ASX:AD8), Pro Medicus (ASX:PME), and Xero (ASX:XR...
Feb 26, 2023•39 min•Season 7Ep. 20
When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in the world of technology, creating innovative products and services that are beloved by millions of people around the world. From the iPhone to the MacBook, Apple has firmly established itself as a market leader. Based in California's Silicon Valley, Apple has become synonymous with innovation and style. Their sleek designs and intuitive interfaces h...
Feb 23, 2023•19 min•Season 7Ep. 19
Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the challenge. Xero (ASX:XRO) is a global cloud-based accounting software company that empowers business owners with the tools to manage their finances efficiently. The company is headquartered in New Zealand and has expanded its services to over 180 countries worldwide. With a market capitalisation of over $17 billion, Xero has become a leading player i...
Feb 22, 2023•32 min•Season 7Ep. 18
Are you wanting to become a savvy investor and learn how to value a company? Nodding your head? Of course you're in the right place. Alec and Bryce are joined by Owen Raszkiewicz from Rask to take you on a journey through value investing principles. In this episode of our three-part series, we're going to dive deep into the world of value investing and valuation methods. So, let's buckle up and get started! The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you t...
Feb 21, 2023•26 min•Season 7Ep. 17
Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head. Alec’s choice: Axon Enterprise (NASDAQ: AXON) Axon Enterprise, previously known as Taser International, has been providing non-lethal weapons to law enforcement agencies worldwide since the 1970s. With the rise of police accountability and the demand for body-worn cameras, Axon Enterprise has been at the forefront of these changes. Its primary product is the Ta...
Feb 19, 2023•41 min•Season 7Ep. 16
Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023. We hear predictions for house prices, interest rates, the property market, and the share market in Australia and globally. Get insights on whether the Australian house market will bottom out, if there will be an interest rate rise, and what's in store for the share market. It's going to be a season of volatility and scandals. Predictions: Volatility is going to be a major feature of 2023. One of three very senior lea...
Feb 15, 2023•58 min•Season 7Ep. 15
Bryce & Alec are excited to be back for 2023 and in this episode, in true Equity Mates tradition, they discuss some of their individual bold predictions for 2023. Forecasting is for the weather, so please take this episode and the 'bold' predictions contained with some fun and tongue-in-cheek. We reached out to the Equity Mates team of podcast talent to offer their own personal bold predictions, so sit back, press play and have some fun with us. We'll loop back in December 2023 to see how al...
Feb 12, 2023•46 min•Season 7Ep. 14
