We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser lookin...
Mar 10, 2025•52 min
We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just generally consuming a heap of investing content - the list of stocks that have piqued our interest is always growing. In today's episode we share some of the stocks that have caught our eye recently. That's only the start of another big episode of Equity Mates: We share some good news for the Australian economy Adam Dawes returns for another Pimp ...
Mar 09, 2025•35 min
Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders . The past few months in markets have been a wild ride. After Trump's election the US market was up double-digits as investors thought tax cuts and deregulation would be great for stocks. Now, just months later, the tech-heavy Nasdaq is in a technical correction and European and Chinese markets are up double-digits. Our guest today thinks we should get used to this wild ride, because we're seeing a new no...
Mar 06, 2025•40 min
While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified. We look under the hood of the index and see which notable companies are moving markets. That's only the start of another big episode of Equity Mates: What is happening in the Australian housing market with Sam Gordon, founder of Australian Property Scout Then we look at the man labelled 'England's Warren Buffett' - what's in his p...
Mar 05, 2025•32 min
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Tune in to hear Ben and Adam chat about the following companies: GQG Partners (GQG) Catapult (CAT) Energy One (EOL) AIC Mines (A1M) Antipa Minerals (AZY) Megaport (MP1) Seek (SEK) Wisetech (WTC) Guzman y Gomez (GYG) And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist ( Apple | Spotify ). In Comedian v Economist, Adam is joined by his brother Thomas, a f...
Mar 03, 2025•30 min
Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory. On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap. That's not all we're talking about in another big episode: What happened to ESG investing? What stocks are Australian politicians buying? —------ Want to get involved in the podcast? Record a voice note or send ...
Mar 02, 2025•27 min
Today we speak to Sam Gordon, founder of Australian Property Scout , and host of two podcasts: Scouting Australia and The Top 1% . While the popular narrative may be that Australian property only goes up, property moves in cycles and different parts of Australia move through the cycle at different times. Right now, Sydney is flat, Melbourne is falling, while Adelaide, Brisbane and Perth are enjoying double-digit growth. But what are the signs that these days of double-digit growth may be over - ...
Feb 27, 2025•50 min
Once a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down. In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways. You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdf That's not all we're talking about in another big episode: Luke Laretive returns for another Pimp my Portfolio The drama unfolding at WiseTech Global...
Feb 26, 2025•37 min
Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our homes. Today on the podcast, we speak to Chris about everything happening in the property market, including the age old question: should I save for property or invest in stocks? If you would like to speak to Chris and his team, fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll pla...
Feb 24, 2025•39 min
The common lament you'll hear about is the Australian share market is “full of banks and miners”. And this reporting season has not been kind to those two industries. Tune in to today's episode to hear what we've learned from reporting season, why Commonwealth Bank is bucking the trend and why banks & miners dragged the ASX 200 down 3% in a week. That's not all we're talking about in another big episode: The stocks that give shareholders additional perks The 'valuation trap' we've learned to...
Feb 23, 2025•33 min
Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL). Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit. As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the exci...
Feb 20, 2025•32 min
There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound. This year, we want to trial as many platforms as possible and share how we think about incorporating them into our process. In today's episode we trial Google's Notebook LM. Check out Ren's notes . —------ Wa...
Feb 19, 2025•25 min
Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling. Tune in as we chat about a massive number of companies including: De Grey Mining Ampol Breville Group IDP Education Antipa Wildcat Resources Sun Silver GQG Partners Web Group and Web Travel Group —------ 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. —------ Keep up with the news moving markets with the Equity Mate...
Feb 17, 2025•40 min
Call the fight, it is over: Netflix has won the streaming wars. Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over. That's not all we cover in another big episode: Luke Laretive returns for another Pimp my Portfolio We debate Novo Nordisk v Eli Lilly - which would we buy? The latest data shows Australian offices aren't recovering Does Philly's Superbowl win spell danger for the markets? —----...
Feb 16, 2025•45 min
Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to just focus on the price, we want to better understand the emerging technology stories and use cases. Whenever we want to understand the world of crypto, we turn to the team at the Crypto Curious Podcast ( Apple | Spotify ). Blake Cassidy is a co-host of Crypto Curious and the CEO of cryptocurrency microinvesting app Bamboo. In today's conversation we pick Blake's brains on: What has changed in the sp...
Feb 13, 2025•40 min
Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going. Then we unpack how we would fit gold into a portfolio (and how it has ripped over the past 20 years) and chat about some of the fastest moving stocks for 2025. —------ 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 delivered to your inbox at 6am eve...
Feb 12, 2025•39 min
Buy or Sell with Adam Keily is back for 2025! In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners. Tune in to hear Adam's take on the following companies: IFL PLS BWP AMC EIQ XRO JBH RMD EVN ALL —------ 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 delivered to your inbox at 6am every weekday morni...
Feb 10, 2025•27 min
There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of the long-term opportunity when it comes to investing. We'll be covering: How the US market has gone despite all of the political noise The impact DeepSeek has had on AI stocks Where Michael Burry and Bill Ackman see opportunity The best entrepreneur you've never heard of and the listed company he runs —------ Want to get involved in the podcast? Record a voice note or send us a message on our websi...
Feb 09, 2025•34 min
Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future. In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them). Tune in to hear us unpack the investment opportunities in: Rising healthcare spending Semiconductor demand Digital innovation ...
Feb 06, 2025•42 min•Season 10Ep. 9
Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing we unpack what they might mean for Australian companies. That's not all we chat about in another big episode of Equity Mates: Bryce has received a 51-page statement of advice The latest news on Aussie house prices - is it good news for buyers? Why Super Micro could be primed for a turnaround Some of the worst financial advice we've seen on social media —------ Enjoy what we do at Equity Mates? Wa...
Feb 05, 2025•32 min
Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform. But here's the thing - look back in previous years and this isn't the first time that prediction has been made. So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com , about the possibilities in small caps in 2025. In the second half of the episode...
Feb 04, 2025•46 min
Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure. That's not all we chat about in another big episode of Equity Mates: Answer a question on investing in cyclical stocks Explain the biggest risk when analysing cyclical stocks Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing —------ Enjoy what we do at Equity Ma...
Feb 02, 2025•36 min•Season 10Ep. 7
In today's episode we catch up on our budgets and spending plans for the year ahead. Tune in to hear us unpack: How we spent in 2024 How much of our salaries were we able to save and invest Our financial goals for the year ahead Where we think we can improve our spending habits What our budgets are for 2025 This episode has been sponsored by PocketSmith. Thank you to PocketSmith for helping keep all of our content free. If you want to check out PocketSmith for yourself and get 50% off your first...
Jan 30, 2025•28 min
Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. That's not all we chat about in another big episode of Equity Mates: We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend The short-lived stock market panic and why Nvidia will be okay How we approach our satellite investing Our 4-step checklist for finding great long-term compounders How Bryce is going to approach his $500-to-$5,000 challenge —------ Enjoy wh...
Jan 29, 2025•40 min
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: The most common client goals for 2025 How we can all do a 'financial health check' Planning to buy property Managing retirement without owning a property When someone is advice ready And so much more! —------ En...
Jan 27, 2025•49 min•Season 10Ep. 4
What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates: Why Star Casino has flagged it may not be able to continue operating Westpac's dire prediction for iron ore in 2025 Our core & satellite investing strategy and why it works A comparison of two of the most popular ETFs in Australia: VDHG and DHHF —------ Enjoy what we do at Equity M...
Jan 26, 2025•33 min•Season 10Ep. 3
At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead. Tune in to today's episode to hear Andrew's thoughts on: Where the US stock market will move Why time might be up for the Aussie banks Why luxury goods and alcohol stocks aren't primed for a rebound any time soon The technology stocks that are looking cheap What next for Australian and US interest rates And so much more! Every year Andrew brings a wealth of ...
Jan 22, 2025•51 min•Season 10Ep. 2
We're back for 2025! Every year at Equity Mates we like to kick off with bold predictions for the year ahead and each picking our 'stock of the year'. Tune in to today's episode to hear what we think investors need to be paying attention to in 2025, what might happen across the global economy and which stocks may be in line for a good year. —------ Help us continue improving Equity Mates in 2025 by completing the Equity Mates Community Survey . —------ Want to get involved in the podcast? Record...
Jan 19, 2025•41 min•Season 10Ep. 1
Mark Lamonica is the Director of Personal Finance at Morningstar Australia. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Mark, we're unpacking: What opportunities Mark is seeing in the current market How Mark has very clearly defined his investing goals Investing for income and how Mark funds his lifestyle with his investments Settin...
Jan 15, 2025•41 min
Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Will, we're unpacking: Fairlight's investment philosophy and how they've built an enviable track record Will's love (and we mean love) of under-studied industrial businesses that can quietly compound Why Will focus...
Jan 12, 2025•44 min
