Andrew Brown is Executive Director of East 72 Holdings. Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went. We review the year that was and unpack: The macro: inflation, interest rates and where to next Investment opportunities: Gold, oil, stock market indexes and what is looking overvalued? The people: Donald Trump, Elon Musk and so...
Dec 02, 2024•35 min
Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, Alphabet, Amazon & Meta). Two years later, it is the least. We take a look at the shifting fortunes of the world's largest companies and reflect on what it could mean for investors. If you want to see the research that sparked this conversation: check it out on our Instagram. Here's what else we cover on another big episode of Equity Mates: We unpack the government's Help to Buy housing policy...
Dec 01, 2024•43 min
Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams. Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going: Where Trump will have the biggest impact on markets How i...
Nov 28, 2024•40 min
Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio. So now he's wondering what he should do: rebalance, let his winners run, double-down? To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth. That's not all we cover in another big episode of Equity Mates: More good news for Nvidia with its Blackwell chip selling out But there i...
Nov 27, 2024•33 min
Luke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode we unpack: Luke's biggest learnings from the first anniversary of his small caps fund Recent takeaways from a mining trip to WA What Luke thinks larger financial institutions often get wrong Luke's 3 highest conviction stock picks —------ Want more from Luke? Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. Check out Luke's G...
Nov 25, 2024•44 min
Is it realistic to build a $1.5 million portfolio in 22 years if I was to invest $200 a week? That is the community question we set out to answer in today's episode of Equity Mates Investing. Tune in to hear our thoughts, the importance of projections and how we think it could be done. That's not all we cover in another big episode of Equity Mates: All the details from Nvidia's latest quarterly earnings Why Super Micro Computer is back (and the stock is up more than 30%) The latest evidenc...
Nov 24, 2024•26 min
Sam Gordon is the founder of Australian Property Scout, a buyers agency with the mission to retire 500 Australians by 2030. We've had Sam on the podcast a number of times to unpack property investment strategies and hear how the market is moving. However, we've never unpacked Sam's personal story. Until now. Tune in to learn about: How Sam bought his first apartment The resources Sam used to educate himself Why property investing is active not passive How Sam found himself sleeping in a backyard...
Nov 21, 2024•52 min
Every year, some of the best fund managers from Australia and around the world pitch their top stock pick at the Sohn Hearts & Minds conference. In today's episode we review the picks from this year's conference. Tune in to find out: Which stocks were picked by the 11 experts Why the theme of the event could have been 'Mr Beat Up' Bryce's latest thoughts on Mineral Resources Our thoughts on the current changes to financial advice laws in Australia Charlie Viola returns for another Pimp my Po...
Nov 20, 2024•34 min
Chris Bates is the cofounder of Flint and the mortgage broker who helped both of us buy our first homes. We asked you on Instagram and the Facebook Discussion Group what questions you had about property. In this episode we ask Chris: What first home buyers should do once they buy When you should revalue your home Tips to boost borrowing capacity Chris' thoughts on the First Home Super Saver Scheme What trends he's seeing in young buyers Whether buyers agents are worth it? —------ Want to speak t...
Nov 18, 2024•43 min
The era of self-driving cars is here, house prices have fallen in one-in-three Australian suburbs and the biggest winner from Trump’s election was actually an ETF. These are just a few of the topics we cover in a jam-packed episode of Equity Mates. Tune in to find out: Why Waymo robotaxi service in Los Angeles is just the tip of the iceberg The best and worst performing suburbs of the Australian housing market Why the Destiny Tech100 ETF has been the biggest winner since Trump's election (up alm...
Nov 17, 2024•31 min
Alex Vynokur is the founder and CEO of Betashares. In this conversation we unpack the founding story of Betashares, the lessons Alex learned along the way and where we sees Betashares going from here. Tune in to learn about: The insights that led to Betashares How the Australian finance industry inititally reacted to Betashares The early ETF launches & how the market reacted The recent launch of Betashares Direct What is in the product pipeline —------ Thank you to Betashares for sponso...
Nov 14, 2024•41 min
Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth has crossed $300 billion. A lot has happened in the week since Trump's re-election in the US. In today's episode we unpack the market moves you need to know. That's not all we cover in a big episode of Equity Mates: We compare the ASX 200 v ASX All-Tech Index We look at some of the biggest movers in Australian technology Adam Dawes returns for another Pimp my Portfolio —------ Want to speak to Ad...
Nov 13, 2024•31 min
Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out . Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous politicians declare flight upgrades and other benefits from Australia's major airlines. In today's episode we wanted to go beyond the Qantas story a...
Nov 11, 2024•41 min
Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out. That's not all we cover in a big episode of Equity Mates: Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company (listen t...
Nov 10, 2024•24 min
How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying. —------ Thank you to Betashares for sponsoring this episode and helping us keep all of our content free. Interested in exploring Betashares Direct? Check out the website or download it from the App Stor...
Nov 07, 2024•27 min
Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. We split the night into 3 segments: Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout Deal or No Deal: A property investment game with Sam Gordon However you want to build wealth - property or stocks - we cover it in a fun night. —------ Thank you to Australian Property Scout for sponsoring our live ...
Nov 06, 2024•44 min
Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels and...
Nov 04, 2024•30 min
Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist. That's not all we cover in a big episode of Equity Mates: Bitcoin is back at all time highs Reddit has turned a profit for the first time and shot up 40% Woolworths disappoints and falls 6% Charlie Viola joins us for another edition of Pimp my Portfolio —...
Nov 03, 2024•32 min
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit! You don't want to miss this episode. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and...
Oct 31, 2024•46 min
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 ...
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 Oc...
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
