Reporting Season has kicked off in Australia, as publicly listed companies share how they've gone over the past 12 months. In this episode we share what we've learned so far. We also: Follow up our conversation on sports betting ads with some further facts & figures Discuss the challenges that cable TV is facing in Australia and the US Explore why the dating apps are down bad this year Unpack ASIC's case against the ASX for misleading the market Discuss the concept of the One-ETF portfolio C...
Aug 18, 2024•31 min•Season 9Ep. 97
India's share market has been a star performer over the past few years. In the past 12 months the Nifty 50 is up 24% and over the past 5 years, it is up 118%. We wanted to understand where to next for India's economy and share market. To help us answer that question, we spoke to Nitin Mathur from Fidelity International. In this episode we cover: How Nitin approaches investing in India Some of the most common misconceptions about Indian companies What is happening on the ground in India How growi...
Aug 15, 2024•31 min•Season 9Ep. 96
Despite record breaking Olympic coverage, Nine Entertainment has had a terrible year. Laying off employees, journalists on strike and cancelling a planned share-buyback. Now one of their biggest sources of advertising revenue - the gambling industry - may be getting restricted or banned. Who would want to be in legacy media? In today's episode, we look back the potential ban on gambling advertising in Australia and what effect it might have on listed companies. We also: Recover from the whiplash...
Aug 14, 2024•34 min•Season 9Ep. 95
Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with a simple question: are you buying or are you selling? In this episode, Adam is joined by Ben Rundle of Hayborough Investment Partners. Companies discussed: Lifestyle Communities (ASX: LIC) DUG Technology (ASX: DUG) Catapult Group (ASX: CAT) Redox (ASX: RDX) Guzman y Gomez (ASX: GYG) Domino's Pizza Enterprises (ASX: DMP) Eagers Automotive (...
Aug 12, 2024•26 min•Season 9Ep. 94
The headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". In today's episode, we look back at the week that was and consider whether the panic (and headlines like that) were justified. We also: Catch up on what we're learning from earnings season Discuss Elon Musk's Neuralink implanting a second brain chip Unpack the news out of the WA mining industry Share our takeaways from JP Morgan Asset Manage...
Aug 11, 2024•35 min•Season 9Ep. 93
We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right in the middle of it. In today’s episode we speak to John about: What his data shows Aussie investors are buying and selling How different age cohorts are investing Any other noticeable trends amongst Aussie investors John's entrepreneurship journey with Superhero & what he's learned How he sees competition amongst brokers in Australia...
Aug 08, 2024•37 min•Season 9Ep. 92
There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. In a big episode of Equity Mates, we'll get you caught up on: The RBA's latest decision on interest rates and what it means The fall in the Aussie share market and the panic that ensued. Importantly, why that panic is overblown The falls in the US and Japan, and why they had quite different causes Buffett's latest market update, and his $277 billion cash pile ...
Aug 07, 2024•27 min•Season 9Ep. 91
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, In today’s episode we speak to Chris about: His journey from football to funds management His investment philosophy at Cerutty Why liquidity is such an under-appreciated factor for all investor...
Aug 05, 2024•40 min•Season 9Ep. 90
Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and an...
Aug 04, 2024•24 min•Season 9Ep. 89
Think the Australian share market is boring? Casey McLean wants to change your mind. Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names. In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including: SiteMinder Ventia CSL Cochlear ResMed Boral CSR PolyNovo Car Group —------ This episo...
Aug 02, 2024•49 min•Season 9Ep. 88
We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why. So in this industry deep dive we're looking at: The adoption of nuclear energy around the world Why AI has become a huge driver of nuclear energy stocks Th...
Jul 31, 2024•37 min•Season 9Ep. 87
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages. We cover: Young and getting started: First job, travel, getting out of debt, thinking about property Accumulators: Key milestones, investing, planning for the future Starting a family: Estate planning, thinking about kid...
Jul 29, 2024•50 min•Season 9Ep. 86
We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website . We also take a look at incentives in the stock market and why investing means you have millions of people working for you. Finally, Luke Laretive joins us fo...
Jul 28, 2024•38 min•Season 9Ep. 85
Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) but when we go under the hood we quickly realise they're not all they're cracked up to be. We'll unpack why in this episode. Finally, we take a look at...
Jul 24, 2024•31 min•Season 9Ep. 84
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify ) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with busines...
Jul 22, 2024•29 min•Season 9Ep. 83
As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares. Resources discussed: Read more about the best performing Super funds —------ Have an investing question...
Jul 21, 2024•33 min•Season 9Ep. 82
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia. Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for...
Jul 18, 2024•42 min•Season 9Ep. 81
The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue? In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in to...
Jul 17, 2024•31 min•Season 9Ep. 80
We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode. Here's what we cover it this episode: Setting up your finances ...
Jul 15, 2024•41 min•Season 9Ep. 79
A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. That's not all we cover in a jam packed episode of Equity Mates: Why the Aussie dollar is rising The opportunities for investors and consumers when the dollar is rising A framework to approach investing for kids Some of the assets that...
Jul 14, 2024•34 min•Season 9Ep. 78
Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios. In today’...
Jul 11, 2024•40 min•Season 9Ep. 77
In today’s episode we: discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024 have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Acast. See acast.com/privacy for more information....
Jul 11, 2024•36 min•Season 9Ep. 76
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. In today’s episode we cover: Michael's investing philosophy How his growth fund rode the high's of 2020 and 2021 a...
Jul 08, 2024•46 min•Season 9Ep. 75
A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our e...
Jul 07, 2024•39 min•Season 9Ep. 74
Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders. We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy. In today’s episode we cover: The ch...
Jul 04, 2024•38 min•Season 9Ep. 73
Apparently the saying is “First you buy Nvidia, then you buy Super Micro” But have you heard of Super Micro Computers? In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro'...
Jul 03, 2024•37 min•Season 9Ep. 72
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer. Companies discussed in this episode include: VanEck MSCI International Small Cos Quality ETF (ASX QSML) Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK) GlobalX Physical Gold (ASX: GOLD) VanEck MSCI International Quality ETF (ASX: QUAL) BHP Commonwealth Bank (ASX: CBA) Praemium (ASX:PPS) James Hardie Industries...
Jul 01, 2024•24 min•Season 9Ep. 71
It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back? In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market. In this episode we cover: The history of the BNPL industry, and Zips part in it Zips ...
Jun 30, 2024•42 min•Season 9Ep. 70
Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager). Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. In this episode I (Bryce) am on the hunt for a private equity manager in my ...
Jun 27, 2024•44 min•Season 9Ep. 69
GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it. In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insigh...
Jun 26, 2024•41 min•Season 9Ep. 68
