David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here. So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode. That's not all we cover: America is cooked (and no, we're not talking about the elect...
Oct 30, 2024•33 min
Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity an...
Oct 28, 2024•43 min
Two big segments on the podcast today. Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'. Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets deliv...
Oct 27, 2024•40 min
Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management. ECP is an active Australian fund manager and in this conversation we unpack: ECP's investment philosophy and why Jared believes in active investing How we can ensure we're choosing the right active managers ECP's stock selection process and rules for portfolio construction Why Jared believes in Australian growth stocks Read the article on Afterpay Jared mentions in the conversation. —------ Thank you to ECP ...
Oct 24, 2024•40 min
Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. That's just one topic we cover in another big episode of Equity Mates: Why its been a tough week for founder-led businesses Whether the fall in Mineral Resources or WiseTech creates a buying opportunity? The Netflix come back is complete - d...
Oct 23, 2024•39 min
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community. The companies covered on today's episode include: Lionstown Resources (ASX: LTR) Zip Co (ASX: Z1P) IGO Limited (ASX: IGO) Qantas Airways (ASX: QAN) CSL Limited (ASX: CSL) NextDC Limited (ASX: NXT) Lynas Rare Earths (ASX: LYC) Southern Cross E...
Oct 21, 2024•41 min
Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. That's just one topic we cover in another big episode of Equity Mates: Why Ren is sticking with his broker, rather than moving to Betashares Direct How to find companies with great investment runways Adam Dawes returns for the latest edition of Pimp my...
Oct 20, 2024•31 min
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund . Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund. In a wide ranging conversation, we unpack: Why value investing is one of the most overused terms in investing circles How Brandywine Global looks for multiple ways to win in an investm...
Oct 17, 2024•36 min
Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode. Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs: Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024 Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024 Global X Defence Tech ETF (ASX: DTEC) - 7 October ...
Oct 16, 2024•34 min
Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic future. Matt offers his unfiltered take on why Australia’s property bubble is unsustainable, how mass immigration and flawed policies are driving a cost of living crisis, and what he believes is needed to avoid a catastrophic collapse. Links mentioned in the episode: Matt's article: "The Great Australian Scream" Follow-up article: "Put Another ...
Oct 14, 2024•50 min
Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme. We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover: How one decision by Chinese policy-makers rippled through markets around the world America has seen its fir...
Oct 13, 2024•30 min
Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Cameron first joined Pacific Equity Partners in 2002 and in today's episode he unpacks 3 key lessons from more than 20 years in private equity. He also unpacks a number of case studies from Pacific Equity Partner's history that illustrates timeless investing principles that are applicable for public and private market investors alike. —------ Thank yo...
Oct 10, 2024•45 min
Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth , Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio. That's not all we cover in a big episode of Equity ...
Oct 09, 2024•35 min
Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025. In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets". In this conversation he unpacks: His investment philosophy Why private equity outperforms and how he is taking that approach to pub...
Oct 07, 2024•35 min
Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio. Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago. That's not all we cover in a big episode of Equity Mates: The US dock workers strike and how it could affect Australia OpenAI's latest funding round and ...
Oct 06, 2024•34 min
Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August). Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days. Enough abou...
Oct 02, 2024•36 min
Insurance. It’s more interesting than you think. Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too. Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including: What kinds o...
Sep 30, 2024•40 min
Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. That's not all we cover in a big episode of Equity Mates: Australian inflation is now back under 3%. But don't go celebrating just yet Negative gearing is back in the news and we unpack our view on the controversial tax break for property investors Meta has announced their next-generation aug...
Sep 29, 2024•31 min
Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Tune in to today's episode as we lift the lid on our own money habits as we unpack: How we set up our personal finances and budgets What we've been spending on this quarter Of the money we've been saving, what have we been investing...
Sep 26, 2024•26 min
Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. That's not all we cover in a big episode of Equity Mates: Microsoft is re-opening an infamous nuclear power plant to power its AI ambitions Nike is replacing its CEO and the market celebrated REA group isn't giving up How capital gains tax works and how you c...
Sep 25, 2024•32 min
One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates: Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It...
Sep 22, 2024•39 min
The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. That's not all we cover in a big episode of Equity Mates: Bryce's latest investment is an Aussie mining company The world is cutting rates, so why isn't Australia? OpenAI had unveiled a new PHD-level AI Why we love the resilience of the share market (and you should too!) —------ Want to get involved in the podcast? Record a voi...
Sep 18, 2024•32 min
What actually happens when you go to get financial advice? As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it. To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang. Listen as we take you inside the room and unpac...
Sep 16, 2024•37 min
Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his chosen successor Lachlan's control of News Corp. That's not all we cover in a big episode of Equity Mates: Apple's latest iPhone announcement including their AI launch Some of the more exciting, less covered aspects of the Apple launch (and an investment idea Ren's running with as a result) Celebrating two Australian exports taking on the worl...
Sep 15, 2024•31 min
Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners Are designed to last forever (this episode) In this episode we're taking a closer look at why indexes may be the only truly timeless investment product. We all love the idea of being a long term investor, but not every investment is designed to be lon...
Sep 12, 2024•30 min•Season 9Ep. 111
"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9. That's not all we cover in a big episode of Equity Mates: How Channel 9 and Channel 7 have reported very similar stories before Investor Confessions returns with two new confessions We unpack what has made Nvidia such a g...
Sep 11, 2024•33 min•Season 9Ep. 110
Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode. We also cover the news of the day, including: Nvidia just experienced the largest one-day loss of value in history. We unpack why This year's largest takeover in Australia, AirTrunk was acquired by Blackstone Hedged v Unhedged ETFs and whether they are worth it Adam Dawes joins for another Pimp my Portfolio Resources discussed...
Sep 08, 2024•32 min•Season 9Ep. 109
Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners (this episode) Are designed to last forever In this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the c...
Sep 05, 2024•23 min•Season 9Ep. 108
Last week on the podcast, Bryce mentioned that "investing in a small cap index is not the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them. We also cover the news of the day, including: Like so many Australians, REA Group is moving to London The numbers behind their UK takeover target Rightmove The escalating dispute between health insurers and private hos...
Sep 04, 2024•32 min•Season 9Ep. 107
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Michael Gable, Managing Director of Fairmont Equities. Companies discussed: BHP Group (ASX: BHP) QBE Insurance (ASX: GBE) Global X Physical Gold (ASX: GOLD) WiseTech (ASX: WTC) Goodman Group (ASX: GMG) Telstra (ASX: TLS) CSL (ASX: CSL) Domino's Pizza Enterprises (ASX: DMP) Macquarie Group (ASX: MQG) Paladin Energy (ASX: PDN) —------ Have an investing question? Ask via our website and we'll answer it on the podc...
Sep 02, 2024•23 min•Season 9Ep. 106
