This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us. You can check out Speedwell's new podcast here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to l...
Oct 11, 2023•47 min•Season 7Ep. 107
We're joined by Glen James, the creator and host of My Millennial Money - and the whole MMM empire. He chats with Bryce and Ren about how to invest for kids, and together they discuss all the ways you can think about setting your children up for their financial future. Things we talk about in the episode Glenn’s books - https://www.mymillennial.money/our-books The ATO's info on investing for kids - https://www.ato.gov.au/misc/downloads/pdf/qc16210.pdf Glenn's blog on investing - https://www.mymi...
Oct 08, 2023•1 hr 21 min•Season 7Ep. 106
This episode, Bryce and Ren are joined by Ben Lamm - the founder and CEO of Colossal Biosciences and a leader of the de-extinction movement. Some people spend their whole lives trying to build a successful company in one field, but Ben has managed to build successful companies in multiple fields - from education to defence. He joins the guys to talk about what he's learned about entrepreneurship and business, why de-extintion is important, and he also answers Bryce's very important Would You Rat...
Oct 04, 2023•46 min•Season 7Ep. 104
Today we chat about the latest inflation numbers and our thoughts on future interest rate cycles, we get a call from an Equity Mates listener Matt in Canberra about his thoughts on El Nino and how that might present investing opportunities, and then Ren surveys 3 cracking stocks he's been researching. Please help us with this short listener survey ! If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media an...
Oct 01, 2023•46 min•Season 7Ep. 103
Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan. Steve is co-founder as well as CEO, and in this chat, he talks through Imricor, how he first came across the idea and what has been the founding story to date. To find out more, https://imricor.com/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Tra...
Sep 28, 2023•36 min•Season 7Ep. 102
We're back with one of your favourites - an Ask an Adviser series! Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory. He chats about budgeting, whether to invest in shares or pay down your mortgage, and why he's super passionate about the advice industry. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Inv...
Sep 27, 2023•49 min•Season 7Ep. 101
This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflation' labels on products that are getting smaller in front of our eyes, and Bryce re-pitches a stock he heard on another podcast. We hear from listener Paul, who's got some queries about how he should be thinking about rebalancing after a trigger-happy few years, and Ren, inspired by our epic chat with Saurabh on Friday, has gone and done a deep dive ...
Sep 24, 2023•40 min•Season 7Ep. 100
Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments. This episode is sponsored by Blossom - we thank them for the support, it allows us to keep making free content for the Equity Mates community. Blossom offers everyday savers access to 5.7% p.a. targeted returns from managed fixed income investments - something up until Blossom, only the big end of town could easily access! The team at Blossom want to ...
Sep 21, 2023•47 min•Season 7Ep. 99
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it. You can buy Saurabh's book here , and his website is here . Money Control is here and Screener.in . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians ...
Sep 20, 2023•48 min•Season 7Ep. 98
It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan. We mentioned this episode, if you want to go listen: https://equitymates.com/episode/zero-to-100-billion-in-six-years-tim-carver-of-gqg-partners-asx-ceo-connect-series/ And here's the article Ren mentioned about TopGolf: https://equitymates.com/general/boyar-research-topgolf-callaway-brands-nyse-modg/ If you want to sign up for o...
Sep 17, 2023•48 min•Season 7Ep. 97
Today we’re talking short selling in celebration of the new film coming out - Dumb Money. This episode is sponsored by Roadshow Films in celebration of the launch of Dumb money - a brand new comedy based from the directors of I, TONYA, based on the insane true story of the GameStop short squeeze. Featuring a huge cast including Paul Dano, Pete Davidson, Sebastian Stan, Shailene Woodley, America Ferrera, Seth Rogen and more. In Cinemas from October 5th. But, we've also tickets to give away! Detai...
Sep 14, 2023•24 min•Season 7Ep. 96
We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame. We loved this conversation where he went over the 14 companies he's invested in - with everything from amusement ride manufacturing to elite matchmaking - he explains what these companies have in common. Want more Equity Mates? Click here . ***** In the spirit of reconciliatio...
Sep 13, 2023•51 min•Season 7Ep. 95
Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue. Things we mentioned in the pod: The Dive: The 3 QANTAS controversies explained Expert Investor: Emilie O’Neill – The Research Process For ESG Investing and Expert Investor: Adam Verwey – Is sugar an ethical investment? . Want ...
Sep 10, 2023•54 min•Season 7Ep. 94
Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40-70 small-to-mid-cap global companies. The two stocks he brought to talk about with us are Keisei electric railway (TYO: 9009) and Quanta (NYSE: PWR). This episode is sponsored by Fidelity - we thank them for their ongoing support of Equity Mates, which allows us to keep providing you with free content to become better investors The two recommendat...
Sep 07, 2023•44 min•Season 7Ep. 93
Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved, and the risks and thoughts around unlisted investments as a part of a portfolio. Then we hear from two founders: Farmer's Pick and Vitable . To find out more about Equitise, click here . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Tr...
Sep 06, 2023•46 min•Season 7Ep. 92
Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds. Things mentioned in the episode: Sharesight discount: https://sharesight.com/equitymates IPO Article: https://qz.com/tech-ipos-are-returning-this-time-with-profits-1850781855 More about Serve Robotics here: https://www.serverobotics.com/ Stockspot article about investment bonds: https://blog.stock...
Sep 03, 2023•34 min•Season 7Ep. 91
Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren to chat about the investment case for this alternative asset class. This episode is sponsored by Oeno, and we thank them for their support. Our partners allow us to keep providing you with free content to help you on your investing journey. To find out more, click here . Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest,...
Aug 31, 2023•31 min•Season 7Ep. 90
Kelly Shue argues that investors who focus on the E.S.G. rating of a company or an investment fund are making a fundamental mistake. This episode she joins Bryce and Ren to talk about this counterproductive impact. Kelly Shue challenges the common belief that E.S.G. (Environmental, Social, and Governance) investing makes the world greener. She argues that the math behind this concept doesn't add up and that the approach may not be as effective as many believe. As Professor of Finance, at Yale Sc...
Aug 30, 2023•21 min•Season 7Ep. 89
We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that leap out to them. Then we talk to Liam, an Equity Mate who wants to talk through the thinking of buying a thematic ETF, versus just buying the individual stocks that you're passionate about, and then Alex called in to ask Ren about whether he should keep bothering to read The Intelligent Investor. Feedback form is here: https://forms.gle/SKrDm3yfucUkH...
Aug 27, 2023•43 min•Season 7Ep. 88
Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties using an online platform and proprietary AI algorithms. Today he joins Bryce to chat about the market here in Australia, the different types of real estate investing strategies open to us, and why you shouldn't limit yourself to buying in your backyard! This episode is sponsored by PropHero. PropHero are offering Equity Mates Listeners $1,000 off ...
Aug 24, 2023•35 min•Season 7Ep. 87
We're joined by Glen Hare from Fox and Hare for another episode of Ask An Adviser! We put to him all of your excellent questions - if you want to ask a question in an upcoming show write to us at [email protected] During the chat we learn why Glen wishes he studied psychology instead of finance, he goes deep into insurance, how to set up a family trust, and also name checks his favourite platforms for investing. Also, big announcement from us – we’ve a new book! Don't Stress, Just Invest, is o...
Aug 23, 2023•49 min•Season 7Ep. 86
Bryce is taking charge and diving into 'is there money in stadium tours?'. Join him, Ed Kavalee and Ren as they go through how Beyonce and Taylor Swift are in a race for the first billion dollar tour. If you want to suggest a topic, or just want more Equity Mates – click here . Want more Equity Mates? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebra...
Aug 20, 2023•34 min•Season 7Ep. 84
Ed Kavalee has returned to the hot seat! Today he gets Ren and Bryce to ponder the question: Is there money in…. Jesus? If you want to suggest a topic, or just want more Equity Mates – click here . PS. The TikTok account that recaps Christian Movies: https://www.tiktok.com/@enolls Enjoy! PSS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look...
Aug 16, 2023•26 min•Season 7Ep. 84
Alec is back and talking about - is there any money in books? Join him, and Ed Kavalee and Bryce as they go through what you earn as an author. If you want to suggest a topic, or just want more Equity Mates – click here . **Note from Producer Sascha - I've gone looking for Ed's book, and this is the only reference I can find. I'll reach out to him, but if you come across it in the meantime... well, 10 points to Gryffindor to you. (Hit me up at [email protected]) https://www.goodreads.com/bo...
Aug 13, 2023•37 min•Season 7Ep. 83
Alec is in the hotseat this week - presenting to Ed and Bryce, is there money in bodybuilding? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity M...
Aug 09, 2023•42 min•Season 7Ep. 82
We continue our series with Ed - asking... is there money in movies? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts o...
Aug 06, 2023•55 min•Season 7Ep. 81
Ed Kavalee has returned to hijack the studio! Today he gets Ren and Bryce to ponder the question: Is there money in.... horseracing? If you want to suggest a topic, or just want more Equity Mates - click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of reconciliation, Equity ...
Aug 02, 2023•45 min•Season 7Ep. 80
Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one better to help answer some questions from the Equity Mates community. We answer questions from Equity Mates Community Members Dylan, Jeremy, Brad, and Niall. Want more Equity Mates or to send a question? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktop...
Jul 30, 2023•25 min•Season 7Ep. 79
Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain. If you read those stats about strokes and got worried, you’re not alone. Today Alec talks to CEO Scott Kirkland about his vision for EMvision - where they offer healthcare systems a cheaper, more p...
Jul 27, 2023•28 min•Season 7Ep. 78
This episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portfolio manager of Woodlock House Family Capital. Alec describes him as an epic guest, and it is a pretty epic conversation. Together they chat about the concept of a 100 Bagger, he chats about a couple of examples, and they look at common traits they all share. Then Chris outlines where his search for 100-baggers start, and how he filters the investm...
Jul 26, 2023•33 min•Season 7Ep. 77
