Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue). In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest ...
May 13, 2024•33 min•Season 9Ep. 45
There's been a lot of media chatter about Australia's largest private employer (Woolworths) moving to a four-day workweek. But we take a look at the details of the proposal and it's not all its cracked up to be. Here's what else we cover in today's episode: The RBA met last week and chose to hold the cash rate at 4.35% The RBA's commentary gave some clues on where to next for interest rates Disney surprised the market by making a profit from Disney+ streaming service, but the stock still fell 8%...
May 12, 2024•36 min•Season 9Ep. 44
Meshel Laurie is an Australian podcaster, radio host, stand up comedian and author. She hosts the podcast Australian True Crime as well as Can We Be Real? To kick off today's episode we unpack Meshel's views on money and investing. Then we discuss one of Meshel's latest projects - Real News - the world's first news podcast voiced by artificial intelligence. Resources discussed: Check out Meshel's AI news podcast: Real News Hear Meshel's other podcasts: Australian True Crime and Can We Be Real? H...
May 09, 2024•38 min•Season 9Ep. 43
Warren Buffet is 94 years old. Yet, last weekend he sat on stage in front of 40,000 people and answers questions for 7 and a half hours. If you don't have the capacity to listen to the full recording, listen to our summary in this episode including some of our favourite clips from the event. Here's what else we cover in today's episode: Apple's record-breaking $110 billion buyback Putting the buyback in context by comparing it to some other companies and industries How crypto has buoyed the fort...
May 08, 2024•32 min•Season 9Ep. 42
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Scott Phillips of The Motley Fool. Get involved: Do you have a stock you want to ask about? Hit us up via our website . Track previous Buy or Sell picks on our website tracker —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay ou...
May 06, 2024•31 min•Season 9Ep. 41
We're in the swing of earnings season in the United States, where companies update us all on how they've gone in Q1 (January to March). So in this news-filled episode of Equity Mates we discuss what we've learned so far. Here's just some of the highlights: Why Ren will never invest in an airline Snapchat is killing it - more than 400 million people use it every day Spotify keep growing as well The giant tech companies are in an AI arms race - and they're spending like it Why Microsoft is conside...
May 05, 2024•27 min•Season 9Ep. 40
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. We speak to Nick O'Loughlin, Managing Director of Sparc Technologies (ASX: SPN), about the three big decarbonisation technologies Sparc is working on: A graphene coating to better protect steel from corrosion Photocatalysis to produce green hydrogen Sodium-ion batteries to store renewable energy Want more? Read our write up on S...
May 02, 2024•44 min•Season 9Ep. 39
Pick any 30 year period and the stock market becomes extremely predictable. For all of us that have grown up hearing about the risk and volatility of the stock market, that is a surprising thing to hear. But the data bears it out. In this episode we unpack that data across the Australian and US stock market. Here's what else we cover in today's episode: Luke Laretive joins us for another Pimp my Portfolio What we learned from The Little Book of Valuation by Aswath Damadoran Resources discussed: ...
May 01, 2024•33 min•Season 9Ep. 38
Professor Scott Galloway (aka Prof G) is a professor at the New York University Stern School of Business and host of some of the world's biggest podcasts - The Prof G Pod and Pivot . Today, he joins us to discuss how he made his money, how we invests today and his new book: The Algebra of Wealth: A Simple Formula for Success In this conversation, we unpack: His early life, including founding 9 (yes, 9!) different companies How he made his money and what he attributes the success of those compani...
Apr 29, 2024•47 min•Season 9Ep. 37
Between 1950 and 2009, 78% of companies listed on the US stock market went bankrupt. That was a finding from Geoffrey West in his book Scale. Makes the stock market seem pretty risky right? In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you can reconcile those two numbers and ultimately why companies may die but indexes are forever. Here's what else we cover in today's episode: How indexes ...
Apr 28, 2024•28 min•Season 9Ep. 36
Private Equity has been an incredible asset class over the past couple of decades. Unfortunately, for too many Australians it has been hard to access as well. Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it that little bit more accessible. In today’s episode we cover: Why private markets have outperformed public markets An example of how Pacific Equity Pa...
Apr 25, 2024•33 min•Season 9Ep. 35
In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity. We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed. In today's episode we cover: What has happened in the 5 years since legalisation Which Australian companies have attempted to enter the US market How Aus...
Apr 24, 2024•29 min•Season 9Ep. 34
Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment. In this episode, we cover: Where to next for interest rates Why Roger believes now is the time to deploy cash Roger's investment philosophy and stock picking process 5 stocks ASX Roger likes How Roger is approaching investing in cryptocurrency Resources discussed: Montgomery Investme...
Apr 22, 2024•50 min•Season 9Ep. 33
A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing. In this episode we take a moment and reflect on the past 7 years. We discuss how we started, the milestones along the way and get into the business behind the podcasts. Reaching 1,000 episodes would not have been possible without the incredible community we've built along the way. So however you engage with Equity Mates, we want to say a massive thank you for joining ...
Apr 21, 2024•29 min•Season 9Ep. 32
Welcome to Equity Mates Investing Podcast! Equity Mates is Australia’s best investing podcast for millennials. Twice a week, hosts Bryce and Ren will take you from beginning to dividend, chat to leading experts, and CEOs of companies they respect and admire. What started in 2017 as a way for Bryce and Ren to document their investing journey has grown today into a podcast to give everyday people the information, confidence and inspiration to start their own investing journeys. Tune in to join our...
Apr 19, 2024•3 min
Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie. Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite. Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy t...
Apr 18, 2024•37 min•Season 9Ep. 31
Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners. Hear what Adam thinks of Grant's portfolio and how he can take it to the next level. Here's what else we cover in today's episode: Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount Global Paramount's potential buyer - Skydance Media - sparks a conversation about the chi...
Apr 17, 2024•38 min•Season 9Ep. 30
In this recording of our Sydney live show, we opened up our Ask an Adviser format and gave you the chance to ask your most pressing financial questions. Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice. In this conversation we cover: The most common mistakes Glen sees How to assess your financial health at any age Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing ins...
Apr 15, 2024•1 hr 5 min•Season 9Ep. 29
The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now. We've done the work and created our own group: Australia's Dividend Darlings. Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years. Here's what ...
Apr 14, 2024•27 min•Season 9Ep. 28
The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector. In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses. In today’s episode we cover: Airlie Funds Management's 4 step process to analyse any company How to decide to invest in the commodity itself or the commodity producer The hallmarks of a good company in the resources s...
Apr 11, 2024•33 min•Season 9Ep. 27
In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover: An update fro...
Apr 10, 2024•39 min•Season 9Ep. 26
We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners. Do you have a stock you want to ask about? Hit us up via our website . —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to...
Apr 08, 2024•33 min•Season 9Ep. 25
You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episode Why the Magnificent 11 are also known as the GRANOLAS Why Ren isn't convinced by the Magnificent 11 just yet Which group of stocks have performed better over the past year - the 7 or the 11? Bryce's latest investment - a small cap...
Apr 07, 2024•36 min•Season 9Ep. 24
In the past month, both Truth Social and Reddit have listed on the stock market. We compare the pair and ask what next for Donald Trump's social media company. That's not all we cover in a big episode of Equity Mates: Who was right about Reddit's share price? Hear Ren's Truth Social conspiracy theory An update on Boeing's terrible year Luke Larative joins us for another Pimp my Portfolio Book club returns as we review March's book on the business of Champagne Resources discussed: March's Book: T...
Apr 03, 2024•36 min•Season 9Ep. 23
There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout. In today’s episode we cover: The concept of Rentvesting and how it can help you get your foot on the property ladder The do’s and don’t’s of Equity Recycling The state of the Australian property market The supply challenges and when we might see housing supply keep up with demand Areas of Australia that ...
Apr 01, 2024•43 min•Season 9Ep. 22
Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs. In this episode we cover: How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trials The growing list of competitors to Ozempic Why these drugs could be incredible technology but less-than-incredible investments from here A new company trying to copy Berkshire Hathaway's playbook The impressive first 20 years of...
Mar 31, 2024•30 min•Season 9Ep. 21
Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. In today’s episode we cover: How infrastructure is much broader than toll roads and bridges The way to analyse infrastructure asset...
Mar 28, 2024•46 min
The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hear The details behind the Australian opposition's proposed superannuation-for-housing policy Why we think the policy isn't a great idea (but will probably still happen anyway) Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolio We answer a question about how Ren invests in India Resources d...
Mar 27, 2024•40 min•Season 9Ep. 20
Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears. In this episode, we unpack those questions. Including: Strategies to build passive income Setting your retirement goal and FIRE number How much we should be investing while young Balancing investing inside of superannuation and outside of it How young people can keep momentum with t...
Mar 25, 2024•40 min•Season 9Ep. 19
Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out? That’s not all we discuss in another big episode of Equity Mates: The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 months What investors that own an ASX200 ETF need to do The 9 enquiries into supermarket price gouging Some of the numbers behind Aussie supermarkets and how they compare to their international pee...
Mar 24, 2024•34 min•Season 9Ep. 18
