We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought... is there money in that? Well Ed has, and he's brought this idea to both of us and we're going to look at 'is there money in music?'. Stay engaged with the Equity Mates community by joining our forum . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodi...
Mar 19, 2023•57 min•Ep 28•Transcript available on Metacast Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders. Today, we explore two stocks held by the fund: Masterca...
Mar 15, 2023•36 min•Ep 27•Transcript available on Metacast We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage. We also share Equity Mates' feedback about their Airbnb hosting experience and think about whether that affects our want to add it to the EM Portfolio. Additionally, we continue our Uncovered: series by analysing Danim...
Mar 12, 2023•40 min•Ep 26•Transcript available on Metacast Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here so you can have a taste! Want to know what's holding you back from being the best trader you can be? IG have some ideas. The wages data came in soft and the RBA should be ashamed of itself. Coles and Woolies are posting great profits, while Mrs Mac's has gone belly up. All this and more on this week's Comedian v Economist. If your life isn’t compl...
Mar 09, 2023•43 min•Ep 25•Transcript available on Metacast Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses. Stephen has been investing in offshore markets for over 28 years, with previous roles at Evans & Partners, Goldman Sachs and Platinum Asset Management. He talks about one of their investments - Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, i...
Mar 08, 2023•34 min•Ep 24•Transcript available on Metacast Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares his thoughts on the state of the economy, his investment strategies, and the company's performance. We look at our takeaways from this year's letter that can help you become a better investor. In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer t...
Mar 05, 2023•39 min•Ep 23•Transcript available on Metacast Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader , about the key education pillars he uses in his investing strategy. From managing emotions and forming good habits, to understanding your trading DNA and the importance of recovery, Jason shares valuable insights to help investors make better decisions. He also provides tips on finding information and inspiration when investing, including the tools and resources he uses to stay informed. Don't miss this e...
Mar 02, 2023•51 min•Ep 22•Transcript available on Metacast Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice. So we’re starting a new series called: Equity Mates Ask the Adviser, a series of episodes featuring some of Australia's top advisers. You'll have the opportunity to ask them anything, and we'll cover a range of topics beyond investing. Kicking off the series is Charlie Viola, partner and managing director of Wealth at Pitcher Partners in Sydney. With $2.2 billion in fund...
Mar 01, 2023•36 min•Ep 21•Transcript available on Metacast This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us! Bryce's contenders are complete speccy stock Latin Resources (ASX:LRS), Flutter (LON: FLTR), and Shiseido (SSDOY). Alec is looking and thinking about REA Group, (ASX:REA), Audinate (ASX:AD8), Pro Medicus (ASX:PME), and Xero (...
Feb 26, 2023•39 min•Ep 20•Transcript available on Metacast When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in the world of technology, creating innovative products and services that are beloved by millions of people around the world. From the iPhone to the MacBook, Apple has firmly established itself as a market leader. Based in California's Silicon Valley, Apple has become synonymous with innovation and style. Their sleek designs and intuitive interfaces h...
Feb 23, 2023•19 min•Ep 19•Transcript available on Metacast Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the challenge. Xero (ASX:XRO) is a global cloud-based accounting software company that empowers business owners with the tools to manage their finances efficiently. The company is headquartered in New Zealand and has expanded its services to over 180 countries worldwide. With a market capitalisation of over $17 billion, Xero has become a leading player i...
Feb 22, 2023•32 min•Ep 18•Transcript available on Metacast Are you wanting to become a savvy investor and learn how to value a company? Nodding your head? Of course you're in the right place. Alec and Bryce are joined by Owen Raszkiewicz from Rask to take you on a journey through value investing principles. In this episode of our three-part series, we're going to dive deep into the world of value investing and valuation methods. So, let's buckle up and get started! The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you t...
Feb 21, 2023•26 min•Ep 17•Transcript available on Metacast Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head. Alec’s choice: Axon Enterprise (NASDAQ: AXON) Axon Enterprise, previously known as Taser International, has been providing non-lethal weapons to law enforcement agencies worldwide since the 1970s. With the rise of police accountability and the demand for body-worn cameras, Axon Enterprise has been at the forefront of these changes. Its primary product is the Ta...
Feb 19, 2023•41 min•Ep 16•Transcript available on Metacast Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023. We hear predictions for house prices, interest rates, the property market, and the share market in Australia and globally. Get insights on whether the Australian house market will bottom out, if there will be an interest rate rise, and what's in store for the share market. It's going to be a season of volatility and scandals. Predictions: Volatility is going to be a major feature of 2023. One of three very senior lea...
Feb 15, 2023•58 min•Ep 15•Transcript available on Metacast Bryce & Alec are excited to be back for 2023 and in this episode, in true Equity Mates tradition, they discuss some of their individual bold predictions for 2023. Forecasting is for the weather, so please take this episode and the 'bold' predictions contained with some fun and tongue-in-cheek. We reached out to the Equity Mates team of podcast talent to offer their own personal bold predictions, so sit back, press play and have some fun with us. We'll loop back in December 2023 to see how al...
Feb 12, 2023•46 min•Ep 14•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Feb 08, 2023•43 min•Ep 13•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Feb 05, 2023•33 min•Ep 12•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Feb 01, 2023•37 min•Ep 11•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mat...
Jan 29, 2023•34 min•Ep 10•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Jan 25, 2023•35 min•Ep 9•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mat...
Jan 22, 2023•48 min•Ep 8•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mat...
Jan 18, 2023•49 min•Ep 7•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Jan 15, 2023•35 min•Ep 6•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply The Code is not a code specific for Equity Mates, and Equity Mat...
Jan 11, 2023•42 min•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Jan 11, 2023•26 min•Ep 4•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bul...
Jan 08, 2023•32 min•Ep 3•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . You can access the US stock market, plus the Australian and NZ markets on the Sharesies platform, with no investment minimum. Use promo code GROW when you sign up to the sharesies platform for $10 in your account, ready to invest. All investing involves risk. This is not a recommendation and you should perform your own research. Promotion T&Cs apply. The Code is not a code specific for Equity Mates, and Equity Ma...
Jan 04, 2023•44 min•Ep 2•Transcript available on Metacast Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies . Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we're also joined by an expert to help us unpack the key metrics, the bul...
Jan 01, 2023•44 min•Ep 1•Transcript available on Metacast Coming off euphoric highs of the year before, the crypto market has endured an environment of tightening monetary policy, which led to sell-offs, implosions of projects like Terra, bankruptcy filings of CeFi companies including Celsius Network and Voyager Digital and the climactic downfall of the FTX exchange. We’re going to look at 10 moments for crypto in 2022 - some good, some bad. ***** This episode is supported by CoinSpot "Australia's most secure crypto platform, trusted by 2.5 million Aus...
Dec 22, 2022•33 min•Ep 683•Transcript available on Metacast What is now an Equity Mates tradition, Andrew Brown returns to wrap up his Bold Predictions made back in January 2022. Out of 14 predictions for the year ahead, Bryce, Alec and Andrew review each one and discuss the circumstances around those topics for 2023. ***** Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! If you want to let Alec or Bryce know what you think of a...
Dec 21, 2022•55 min•Ep 682•Transcript available on Metacast 
