Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year. He's returning to the studio to review the calls he made back in February. How many did he get right? We'll be returning with more bold predictions after our Summer Series - why don't you send us your big calls: [email protected]. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for yo...
Dec 13, 2023•51 min•Season 7Ep. 137
It's *almost* time to say goodbye to 2023, but first we need to have a look back at our bold predictions this year. Find out which companies we thought would outperform in the market and who might win Time’s Person of the Year. What did we end up scoring? If you want to catch up or refresh before we dive in, relisten here . The company Alec was talking about is Altect. We wrote an Uncovered article here: https://equitymates.com/general/uncovered-altech-batteries-asx-atc/ If you want to go beyond...
Dec 10, 2023•41 min•Season 7Ep. 136
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series. This report has been running for many years, and today we unpick four key investing thematics emerging from the paper with Kerry. If you want to go beyond the podcast and learn more, check out our accompanying email . Buy a copy of Don’t Stress, Just Invest for your loved ones this Christmas. Click here . ***** In the spirit of reconciliatio...
Dec 07, 2023•49 min•Season 7Ep. 135
We're back with our last Ask an Adviser for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior Private Wealth Adviser at Shaw and Partners. Jelena has over 16 years experience in the financial services industry, and talks to us about buying shares for kids, her hot stock tips ahead of Christmas, and the best (and worst) financial advice she's ever heard. If you want to go beyond the podcast and learn more, check out our accompanying e...
Dec 06, 2023•38 min•Season 7Ep. 134
It's our last episode of Buy or Sell featuring Adam Keily for this season. Thanks for listening and letting us know what you think of the show. To round out the season, Adam is joined by Andrew Brown from East 72. Together they chat about the stocks he's wanting to top up on, or wanting to sell out of. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to [email protected] with your thoughts! ...
Dec 04, 2023•29 min•Season 7Ep. 133
A sad week as we recorded to the news that Charlie Munger had passed away, just before his 100th birthday. We share our memories of the Berkshire Hathaway conference and swap stories about our favourite Munger-isms. Then Ren chats about his thoughts on Alan Kohler's recent call out about the housing crisis in Australia ( here's the link to the Quarterly essay ) and we answer a listener question about share registers. Last of all, Henry joins Bryce for the last ever Mentored session for the year....
Dec 03, 2023•47 min•Season 7Ep. 132
Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian Property Scout aims to retire 500 people by 2030. In this episode we talk about the current property climate, where Sam thinks it's headed, and what an individual investor should be doing. If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. This episode contains sponsored content fro...
Nov 30, 2023•41 min•Season 7Ep. 131
Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business owners. At Seneca, Luke is the portfolio manager for the Seneca Australian Shares SMA and Australian Small Companies Fund. The Live Wire article that Luke mentioned can be found here: https://www.livewiremarkets.com/wires/how-to-properly-compare-australian-fund-managers If you want to go beyond the podcast and learn more, check out our accompany...
Nov 29, 2023•40 min•Season 7Ep. 130
It's another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks Owen's thinking about, and whether he's buying or selling. Remember, you can track our calls on the tracking page here . We’d love to get your feedback on these pods – so make sure you’re sending us an email to [email protected] with your thoughts! If you want to go beyond the podcast and learn more, check out our accompanying email . Com...
Nov 27, 2023•28 min•Season 7Ep. 129
Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there's a new segment with Ren - he's got a BIG call to make. Have your say in the EM Awards here. Hear Crypto Curious' interview with Michael Saylor 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 Custo...
Nov 26, 2023•51 min•Season 7Ep. 128
We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience investing in emerging markets. The theme of this chat is about the global supply chain shift, and does a stock deep dive on two companies: KPR Mill ( India - textiles) and Grupo Aeroportuario del Pacífico (Latam - Mexican Airports). For more information - Fidelity Global Emerging Markets Fund (ASX: FEMX) Fidelity India Fund If you want to go beyo...
Nov 23, 2023•31 min•Season 7Ep. 127
Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the psychology of investing, alongside a stock deep dive on Mineral Resources and PWR Holdings. If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. This episode contains sponsored content from Airlie Funds Management. ***** In the spirit of reconciliation, Equity Mates Media and the h...
Nov 22, 2023•57 min•Season 7Ep. 126
Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks she's adding to her order pad, and those she's marking for the buy pile. Remember, you can track our calls on the tracking page here . We'd love to get your feedback on these pods - so make sure you're sending us an email to [email protected] with your thoughts! If you want to go beyond the podcast and learn more, check out our accom...
Nov 20, 2023•27 min•Season 7Ep. 125
We went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group to tell us who's choices you think are going to end up on top in 12 months time... The speakers and the investments they pitched: Ricky Sandler: Ashland Global (long) and Canon (short) Rikki Bannon: Telix Pharmaceuticals Tom Naughton: Swire Pacific Jeremy Bond: NexGen Energy Steven Marks: Guzman Y Gomez Dan Loeb: Bath and body works Martin...
Nov 19, 2023•41 min•Season 7Ep. 124
Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He's pitching a stock at the Hearts & Minds conference, and ahead of his appearance he joins us to discuss emerging markets, and two stock deep dives - Uni-President Enterprises Corporation and Kotak Mahindra Bank. There's a 20% discount available exclusively for the Equity Mates Community. * Which means the Hearts and Minds conference ticket price for Equity Mates Community: $400 * Ticket Link: https...
Nov 15, 2023•39 min•Season 7Ep. 123
Adam's back with another Buy or Sell - this time joined by our colleague, Felicity Thomas from Talk Money To Me. To check out the performance of her recommended stocks, have a look here . We want your feedback on this series, and whether we continue it into next year. Send us your feedback to [email protected] . If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the ho...
Nov 13, 2023•28 min•Season 7Ep. 122
Not to leave Bryce with all the fun property chat, Ren has also gone and bought a house! We chat about how he's gone with that process, answer a listener question talking about dividend stocks and look at the bottom drawer shares that *could* be discounted at the moment. If you want to go beyond the podcast and learn more, check out our accompanying email . Check out our Movember fundraising here as well. And as always, hit us up at [email protected] if you've got a question! ***** In the spir...
Nov 12, 2023•31 min•Season 7Ep. 121
Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India). Remember, use the promo code: EQUITYMATES2023 to access the 20% discount available exclusively for the Equity Mates Community. Ticket price for Equity Mates Community: $400 Ticket Link: https://hubs.la/Q024hRFk0 If you want to go ...
Nov 08, 2023•44 min•Season 7Ep. 120
This week on Buy or Sell; Adam Keily, one half of Comedian V Economist, sits down with Andrew Page, the founder and Managing Director of Strawman.com . 10 stocks, one choice; Buy or Sell. This series will roll out over the next 5 weeks. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ 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 Po...
Nov 06, 2023•37 min•Season 7Ep. 119
Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick. Equity Mate Will writes through with a question about leveraged ETFs which has really got us thinking, and as usual we do a round up of the news and views that's got our attention. Our Movember campaign is here . Come say hi to us at our links here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Eq...
Nov 05, 2023•45 min•Season 7Ep. 118
This Ask An Adviser, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to [email protected] . Ellie has been recognised as the IFA Goals Based Adviser of the Year for 2022 and was an AFA Rising Star of the Year finalist in 2019. She has also been featured on Channel 10’s The Project and has contributed to articles for the Australian Financial Review. The links we chatted about: Money smart calculator: https...
Nov 01, 2023•41 min•Season 7Ep. 117
It's a special episode today - we're handing the controls to Adam Keily, one half of Comedian V Economist, for a special new series. Buy, Hold, Sell will roll out over the next 6 weeks, with a stellar line up of guests. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ 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...
Oct 30, 2023•28 min•Season 7Ep. 116
We're talking about earnings season - which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow. Then Producer Sascha joins us to chat about some mystery stocks that appeared in her portfolio, and we're asking whether Bryce should go fixed or variable with his brand new home loan (which is causing a bit of trouble to *actually* sign off on). If you want to go beyond the podcast and learn more, check out our accom...
Oct 29, 2023•36 min•Season 7Ep. 115
Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE. 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...
Oct 26, 2023•39 min•Season 7Ep. 114
Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation. You can get his new book here . If you want to read more of Cory's thoughts, click here . This guy writes! This is such a fascinating conversation, and we really got a lot out of this conversation - even though it wasn't a pure investing convo, if you've any investments in Google, Amazon, Spotify, actually, any of the tech names, there's...
Oct 25, 2023•52 min•Season 7Ep. 113
Bryce and Ren have a mea culpa to offer off their ep last week, Bryce is curious about the Ozempic effect and how it's now impacting big ASX stocks like CSL, we're joined by Equity Mate Sam, who needs help convincing his parents that his chosen path of stocks is better than an investment property. Then Bryce is finally joined by his mentor Henry Jennings, who's back from Europe and they catch up about everything that's been going on for the past few months. If you want to go beyond the podcast a...
Oct 22, 2023•48 min•Season 7Ep. 112
On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals. He introduces us to the world of mining explores, the business of the company, and goes into great detail about one of their biggest projects to date - Lake Hope. 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 ...
Oct 19, 2023•32 min•Season 7Ep. 111
Bryce and Ren are joined by Rikki Bannan, who's Executive Director and Portfolio Manager at IFM Investors. She'll be speaking at the Hearts & Minds conference on the 17 November, but that stock is under lock and key, so we've asked her to bring two of her other picks to talk about today - 2 small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6). If you want to attend the Hearts and Minds conference, we've a promo code for online tickets. Use promo code: EQUITYM...
Oct 18, 2023•45 min•Season 7Ep. 110
Today Ren and Bryce chat about Bryce's huge news and how it's going to be a challenge to drown out the housing noise, the Ozempic phenomenon, and the rumblings about the threats coming to break up big tech. Then Ren gets back together with his Mentor, Andrew Page, and chats about 3 stocks he's got on his shortlist. Please help us, and fill out the listener survey! https://forms.gle/EztvgJZaBUfkEXGM8 If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In ...
Oct 15, 2023•1 hr 11 min•Season 7Ep. 109
Here at Equity Mates we believe that every company has a story worth telling. Uncovered goes beyond the ASX200 and tells the story of lesser known companies. Across the series we speak to founders, CEOs and industry leaders to hear about the problems they’re solving and the future they’re building. Today we're joined by 4DS Memory's Executive Chairman, David McAuliffe, and he shares with Bryce and Ren the details of what 4DS is, their ideal customer, and the recent success of the Fourth Platform...
Oct 12, 2023•29 min•Season 7Ep. 108
