The growing popularity of ETF's (exchange-traded funds) among the Equity Mates Community continues. The industry received record net inflows into existing ETFs and a number of successful new launches in 2021. Investors have shown a growing appetite for theme-based ETFs while maintaining similar enthusiasm for active and environmental, social, and governance factor-based ETFs. We came across some data about the biggest inflows and outflows for ETFs in 2021. Thanks to Morningstar. There were 5 ETF...
Mar 14, 2022•39 min•Season 4Ep. 91
Arguably history’s greatest investor, Warren Buffett is Chairman and CEO of Berkshire Hathaway . Berkshire Hathaway owns a variety of companies outright and then has a massive stock portfolio as well. It’s that time of year again, Warren Buffett has released his annual letter . These letters are often recommended as the #1 resource for a beginner investor, so in this episode Bryce and Alec give some perspective around who Warren Buffett is, and why he is so well regarded and respected by investo...
Mar 07, 2022•38 min•Season 4Ep. 90
Micro investing is a clever way to Get Started Investing in the markets. 41% of our Equity Mates community currently use a micro investing platform. In simple terms, micro investing is where a broker will pool investor money to buy one unit. In Australia you can micro invest with as little as 1cent. Micro investing gives us the ability to invest in small amounts, it can automate and allow us to set & forget. But most of all it reduces the media and market 'noise' ... by limiting our choice a...
Feb 28, 2022•32 min•Season 4Ep. 89
There’s been a lot of chat about inflation recently, and if you’re only reading the headlines, you might be feeling concerned or confused about what it all means. So in this episode Bryce and Alec answer the big questions we all have as investors. What is inflation? Where are we seeing it today? Should you be looking to diversify into new investments now ... or stick to your long term ETF investment strategy? Should you steer clear of tech ... or just strap in? What’s an investor to do? It's all...
Feb 21, 2022•30 min•Season 4Ep. 88
Investing in your local economy is ok ... However, the opportunity to invest globally means that we can diversify and have access to some of the biggest companies on this spinning planet. We do have to build the skills, but we also do have to 'fill out the forms' to ensure we abide by the laws and treaties of different countries, but also avoid paying too much tax unnecessarily. Bryce and Alec explain the simplicity of how to complete a W-8BEN-E form which simply ensures you won't be taxed twice...
Feb 14, 2022•27 min•Season 4Ep. 87
In this episode Alec & Bryce chat with Nicole Haddow about Ethical Investing. Nicole is the author of Smashed Avocado: How I Cracked the Property Market and You Can Too and her brand new book, The Ethical Investor: How to Quit Toxic Companies and Grow Your Wealth What is Ethical Investing? What is Micro-Investing? What is Ethical Property Investing? So many questions ... all is explained by Nicole in this episode. She also gives a view on which banks are more ethical in their thinking and th...
Feb 07, 2022•30 min•Season 4Ep. 86
If you're new to investing, 2022 is the year to start! And if you've already dipped your toe in the water, then this year is definitely the year to follow through with your investing goals. Bryce and Alec are back, excited, and ready to help you make sense of investing in 2022. In this episode they look at what they're most looking forward to in the coming year, chat about inflation, savings, and do a quick recap of the reasons why they invest. Bryce may have a special announcement to make too.....
Jan 31, 2022•32 min•Season 4Ep. 85
It’s the final episode of our summer series, and we’re rounding out the series with a comprehensive list of the best investing resources that Bryce, Alec and our community members have used in their investing journeys. There are a huge range of resources shared here, including books, podcasts, websites and videos. There’s something for everyone in this episode. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Bes...
Jan 24, 2022•43 min•Season 3Ep. 84
Over the past five weeks, we’ve heard from over a dozen community members about their investing journeys and the most important things they’ve learnt along the way. This week, in our penultimate episode of the summer series, we’re hearing from our guests again as they tell Bryce and Alec about the biggest myths or barriers they’ve faced with investing. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best award f...
Jan 17, 2022•43 min•Season 3Ep. 83
It’s easy to forget that we all started with that one first investment. In this episode, we’re hearing stories from four of our community members about how they started investing and why they continue to do so. We welcome back Natasha Etschmann (@tashinvests) to the show, as well as Maddie, Dylan and James, who share some great stories with Bryce and Alec. This summer, Superhero are partnering with Qantas to help you trade to the skies. Winner of Money Magazine’s Best of the Best awa...
Jan 10, 2022•27 min•Season 3Ep. 82
In this episode, Bryce and Alec are joined by Molly Benjamin, the founder of Ladies Finance Club, as well as Youtuber Justin Baldori and fellow community member Josh Sgro. Our three guests have a few years of investing experience, but they share the key things they wish they knew before they started investing. We hope this episode might help you side step a few of the common mistakes, and get ahead in your own journey. This summer, Superhero are partnering with Qantas to help you trade to ...
Jan 03, 2022•18 min•Season 3Ep. 81
Today we’re hearing about the biggest mistakes that three of our community members have made. Even the world’s most successful investors make mistakes, the important thing is that we learn from them. Bryce and Alec chat with Queenie Tan (@investwithqueenie), Simon Rinne and Courtney Wade, who share their mistakes in the hope that others might avoid doing the same thing. And of course it wouldn’t be a complete episode without a mistake around crypto investing! This summer, Superhero are partnerin...
Dec 27, 2021•27 min•Season 3Ep. 80
This is the first episode of our summer series on the Get Started Investing feed. Over the next 6 weeks, Bryce and Alec will be speaking to over a dozen members of the Equity Mates community to hear about their investing journeys. In this episode, we’re joined by community members Alisha Aitken-Radburn, Rachel Tucker and Leigh Gant, who share their personal investing goals and the styles they use to get there. This summer, Superhero are partnering with Qantas to help you trade to the skies...
Dec 20, 2021•31 min•Season 3Ep. 79
To close out the year, before we launch our Summer Series, Bryce and Alec chat to Equity Mates team member AND content manager, Darcy. Learning from, and then modeling other people is one of the fastest ways to Get Started Investing, and in this episode Darcy describes how he started. From his first investment, to what he is doing within his portfolio as he prepares for 2022. Web3, DAOs, NFTs ... Darcy is our man on the ground here at Equity Mates. This episode is full of great tips that will de...
Dec 13, 2021•32 min•Season 3Ep. 78
We’re getting to the end of the year, and people are thinking about their financial goals - property is a big one for a lot of people around the world. In this week's episode we cover 4 ways retail investors can invest in property without buying a house. Listed options: REITs and ETFs Unlisted options New apps and platforms Companies exposed to housing market Here at GSI, we unpack all the jargon and confusing bits with the goal of making investing less intimidating. The winners in our inaugural...
Dec 06, 2021•30 min•Season 3Ep. 77
Good friend of the Equity Mates Community is Flynn. Flynn is a 30-year-old lawyer and one of the best DCA investors we know. He's NEVER sold a stock he's owned. Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period.&...
Nov 29, 2021•41 min•Season 3Ep. 75
Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period. For example; you may have $2000 you want to invest. Rather than investing the lot at once, you might invest $20 every fortnight. It takes away the emotion ...
Nov 22, 2021•32 min•Season 3Ep. 75
In this episode we welcome our Head of Production, Sascha, to the studio and chat about her investing journey. She talks to Bryce and Alec about her investing journey to date, what mistakes she's made, the lessons she's gleaned from producing seven shows for Equity Mates Media, and why Paris Hilton is her investing idol. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't m...
Nov 15, 2021•38 min•Season 3Ep. 73
In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on dem...
Nov 11, 2021•45 min•Season 3Ep. 72
In this episode, Bryce and Alec chat to John Caulfied, Director, Intermediaries and Institutions from VanEck, and what he thinks are the 5 mistakes ETF investors should avoid. We know that ETFs are something that the Equity Mates community loves, and hearing about other people's mistakes is a good way of not making them yourself! Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia), and he's also worked at the London Metal Exchange. To learn more about...
Nov 09, 2021•38 min•Season 3Ep. 71
It's ASX Week! In this episode, Bryce and Alec talk to Helen Chong who's Business Development Manager, Investment products at the ASX. During their conversation Helen explains the role of the ASX, the changing nature of investors in Australia, a little about ASX Investor Day. They also talk about the investor study undertaken by the ASX, which gives us a glimpse of the Australian investing landscape and who is investing. Alec, Bryce and Helen unpack some of the fascinating key findings. To learn...
Nov 07, 2021•32 min•Season 3Ep. 70
In the past two episodes Bryce and Alec have explained what 'is' a thesis, and why it makes an important tool within your investing journey. They discussed how to record your thesis, when to review it ... and what to do if its broken. In this episode we’re going to put it all together and understand the ingredients that go into a thesis. Because it's like a recipe - you don’t want to go too heavy on one ingredient. If you understand the company really well, but don’t understand the competitors y...
Nov 01, 2021•32 min•Season 3Ep. 69
In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure...
Oct 25, 2021•39 min•Season 3Ep. 68
In the first of this three part series, Bryce and Alec talk about… well exactly what is a thesis, and why it does matter. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a couple of examples that we can all learn from. The links Alec and Bryce mentioned: Motley Fool - Brookfield Investments TDM Peloton Investment Thesis SecurityAnalysis Investor letters Order the book on Booktopia or Amazon now. If you want t...
Oct 18, 2021•31 min•Season 3Ep. 67
In today’s Get Started Investing, we rehash some of the concepts that we’ve learned over the past two weeks, outline the divestment v engagement debate, and then talk about what you should be looking for when you’re backing the professionals to select your ESG stocks for you, and talk about how to look for an ethical super fun. Shout out to friend of the show Owen, who has made a list of ethical ETFs here (though it’s by no means exhaustive, do your own research!) https://www.bestetfs.com....
Oct 11, 2021•36 min•Season 3Ep. 66
In this episode we’re going to try and answer the million dollar question - what is ethical? Bryce and Alec talk about considering what factors are important to you, examples of weighing these different factors, show you some places to find this information, and call some experts to ask them where we should be looking! Some of the resources named include the Sustainability Disclosure Database , and the Corporate Knights website. Order the book on Booktopia or Amazon now. If you want to let...
Oct 04, 2021•45 min•Season 3Ep. 65
This episode Alec and Bryce start a new chapter - about all things ESG. In this first episode, they look at the landscape, and answer the most basic questions - just what is ethical investing, why you would consider ethical investing as part or all of your portfolio, what are the arguments for and against, and they share their personal views. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make s...
Sep 27, 2021•39 min•Season 3Ep. 63
Sam Koslowski is one half of The Daily Aus, a news source for millennials who want the top news in under a minute a day. Alongside running his busy startup, Sam is a keen investor, and he joins Alec and Bryce to talk about his journey in the stockmarket, from his very beginnings, through to his biggest investing mistake, and his greatest wins. If you want to support Sam, follow The Daily Aus instagram here . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know w...
Sep 20, 2021•41 min•Season 3Ep. 62
Bryce and Alec continue their conversation with our wide community of investors, and today they talk to Jessica Irvine, Senior Economics writer for the Sydney Morning Herald. Though Jessica has been covering the economics beat since 2005, she only just started investing in May 2021, and her recent article, ‘ 6 things I’ve learnt since becoming a newbie sharemarket investor ’, really hit a nerve with our community. In this conversation, they talk about what barriers Jessica saw that made her hesi...
Sep 13, 2021•41 min•Season 3Ep. 61
We talk about the need to diversify your portfolio at Get Started Investing. This episode, Bryce and Alec talk to founder and Chief Investment Officer at Fortlake Asset Management, Dr Christian Baylis. With a PhD in Econometrics, Christian has previously worked at UBS and the Reserve Bank of Australia and charged with managing The Blossom Fund . Together they talk about why you should invest in fixed income, what role it plays in a diversified portfolio, and the process Christian goes through to...
Sep 06, 2021•41 min•Season 3Ep. 60
