We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property market. He recently delivered the opening keynote for the Sydney Morning Herald's Sydney 2050 Summit. His talk was titled, ' The Great Australian Scream '. This is an epic conversation - Matt elaborates on all the points he made in his speech, and left us with a lot to think about. Sharesight makes the whole tracking process super straightforward and...
Jun 14, 2023•1 hr 2 min•Transcript available on Metacast We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA . He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!) Then we get into investing - he explains franking credits (and what you need to know before EOFY), the implications if you're receiving income from overseas sources or foreign asset...
Jun 11, 2023•44 min•Ep 58•Transcript available on Metacast Bryce and Alec are back from the US - Alec has almost recovered from his cold - and they're ready to chat about what's happened in the markets to date in 2023. So much for a tough year... ASX 200 is up 2%, the S&P 500 is up 9% and the best performer is the Nikkei 225 - which is up 20%! We reflect on what our predictions were at the start of the year - looks like we got a couple in the bag, but mostly it was a classic case of recency bias - 2022 was tough, so banks just predicted more of the ...
Jun 07, 2023•52 min•Ep 57•Transcript available on Metacast It's the last our Equity Mates On Tour series - where we've been taking the USA by storm. Today we're joined by Joey Brookhart from Sandbrook Capital, who walks us through starting a brand new fund, how he decided to make that leap, and then a few examples of his positions. (There's also a Bryce-rant about Sonos, so buckle in for that!) ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel c...
Jun 04, 2023•35 min•Ep 56•Transcript available on Metacast We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception. Dominick is a research analyst at O'Keefe Stevens Advisory and an adjunct professor at Nazareth College, where he teaches Introduction to Investments and Investment Analysis. We discussed: What ties Nvidia, Qualcomm, Bank of Ireland, Amgen, and Corning together Advice for students who want to work in the industry The biggest lessons Dominick learned from the 2022 correction His big predictions ar...
May 31, 2023•50 min•Transcript available on Metacast The US tour continues, and in this episode we're in New York City! We sat down with Luis Sanchez - just around the corner from Times Square - who is the founder and managing partner of LVS Advisory , an investment firm offering active strategies. We had a fascinating discussion, going deep on GoGo - a leading provider of internet connectivity to business jets in North America. It's big money... In this interview, we discuss: Luis' investment philosophy What makes a great long-term investment The...
May 28, 2023•46 min•Ep 54•Transcript available on Metacast The Equity Mates US Tour continues, thanks to Milford Asset. In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM. We really enjoyed this interview. Jeremy is the founder of Right Tail and focuses on buying undervalued, high-quality businesses through fundamental research. We unpack his investment philosophy and how he develops high conviction for his portfolio of 8-15 stocks. We also discuss where he's se...
May 24, 2023•52 min•Ep 53•Transcript available on Metacast We're back with another episode of Wealth Builders - looking at the history of Warren Buffet's investments and the lessons we can take from them. Today it's two ideas about creating wealth - letting your companies get to work, and the fact you don't always have to pick a side. ***** Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey. Want more Equity Mates? Come to our websi...
May 21, 2023•26 min•Ep 52•Transcript available on Metacast It's another in our Wealth Builders series, when we look at Buffet's investing history and what lessons we can learn from it. This episode we're talking about Disney - and Buffet's big mistake! PS. take Bryce's suggestion up and check out our Instagram journey (and watch all our learnings about our USA trip). If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joining our forum . Have you just started inves...
May 17, 2023•22 min•Ep 51•Transcript available on Metacast The Equity Mates US Tour heads to New York City! While we were here, the SOHN Investment Conference was on so in this episode we unpack the three keynote presentations and draft 6 of the high-conviction stock picks presented by some of the world's best investors. The Sohn Conference Foundation was founded in 2006 to raise money to support medical research, the development of research equipment, and programs to help children with cancer and other childhood illnesses. Keynote presentations P...
May 14, 2023•45 min•Ep 50•Transcript available on Metacast Welcome to the first part of our Wealth Builder's series - where we track the lessons we can pick up from Warren Buffet's life and his investing history. Today is all about GEICO. GEICO is Warren’s most well-known and most successful investment, that “changed his life” and allowed him to build Berkshire into the business that it is today. We chat about how it all started! If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Ma...
May 10, 2023•26 min•Ep 49•Transcript available on Metacast Live (well, as live as podcasts can be) from Omaha, Nebraska, this is our first takes of Warren Buffett and Charlie Mungers 2023 Berkshire Hathaway annual general meeting. Warren (92 years old) and Charlie (99) held court in from of 45,000 people and answered questions for almost seven hours. This episode is our recap of our favourite moments from the weekend. Our biggest takeaway? While King Charles may have been coronated in London over the weekend, the real King Charlie was in Omaha. ***** If...
May 07, 2023•58 min•Ep 48•Transcript available on Metacast You would have thought that growing up with Dave Ramsey as your Dad, you’d be on a home run money wise. But Rachel is pretty honest on all her channels about how she’s a natural spender, and that she’s really had to learn how to manage her money, and creating an effective budget has been a key to giving herself a sense of freedom. She currently hosts a Youtube channel called The Rachel Cruze show which she developed as a home blog with herself and a video camera to a channel that employs over 20...
May 03, 2023•36 min•Ep 47•Transcript available on Metacast We're back with another Coached session! Alec chats to Andrew Page from Strawman , and he's on the hunt for a challenge Andrew set down for him off air last week - can he find this mystery stock? Alec has a name he's going to put to Andrew - but is he any closer? Then they dig into two stocks that Alec has brought to the table: Audinate and Netwealth . If you want to let Alec or Bryce know what you think of an episode, contact them here . Stay engaged with the Equity Mates community by joi...
Apr 30, 2023•48 min•Ep 46•Transcript available on Metacast Today, Tony - an analyst at IG - joins us for a discussion on mastering the mind and managing emotions throughout one's investment journey. Over two decades ago, Tony began his study of technical analysis while employed at Macquarie Bank and working at the Sydney Futures Exchange (SFE). This experience ignited his passion for the markets. In 2003, Tony's expertise in market analysis led him to join Goldman Sachs' Proprietary Trading Group. Here, he had the opportunity to learn from some of the i...
Apr 27, 2023•33 min•Ep 45•Transcript available on Metacast We know financial advice is expensive, but over 70% of Equity Mates feel they would benefit from having one. The ‘Ask An Adviser’ series is designed to bring the advisor to you, to give you the opportunity to ask your questions. Today we chat to Jacob McCudden - Certified Financial Planner - friend of Bryce’s from Wagga Wagga! We play this or that with Jacob - property or shares, debt or invest, and invest in super inside or outside? And then we chat about some of the question you put to us...
Apr 26, 2023•39 min•Ep 44•Transcript available on Metacast We're welcoming Maddy from You're In Good Company to the studio to run one of our segments today - a segment inspired by the Imperfect's Vulnerabilitea House. For those who don’t know, podcast hosted by Hugh Van Cuylenberg founder of the Resilience Project, his brother Josh Van Cuylenberg, and Ryan Shelton where they interview guests who are willing to make themselves vulnerable, by sharing their imperfections. YIGC did this a few months ago and it was one of our favourite episodes to date....
Apr 23, 2023•44 min•Ep 43•Transcript available on Metacast Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report , his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom...
Apr 19, 2023•34 min•Ep 42•Transcript available on Metacast There's a lot going on at Equity Mates HQ - so Ren and Bryce want to take you through it, and how to navigate our feed. The most exciting thing is we're off on our first ever overseas tour - hitting up Omaha for Berkshire Hathaway and then off to NYC to interview as many people as we can (if you know someone - hit us up at contact@equitymates.com ). Then Bryce shares his first session with Henry Jennings - and it's a cracker. He shares his story, and why he thinks there's a Harry Kane method for...
Apr 16, 2023•49 min•Ep 41•Transcript available on Metacast ESG reports have become ubiquitous, but evaluating their impact can be difficult. ESG factors encompass environmental, social, and governance practices, and companies report on different aspects, making comparisons challenging. Elisa Di Marco joins Bryce to chat about how difficult it can be for retail investors to assess the environmental, social and governance practices of a company - give they all report on different aspects of their operations. Elisa brings 5 ideas of businesses that are act...
Apr 14, 2023•39 min•Ep 40•Transcript available on Metacast Ed Kavalee is BACK! We've answered whether there's money in music , we've answered if there's money in Youtube , it's Alec's time to turn up with his homework - and he's talking all about Olympic Gold Medals. Alec lays down the challenge that one of the trio needs to compete in an upcoming Olympics to have an actionable result from this podcast (maybe not)... but if you've won a medal - get in touch! We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt d...
Apr 12, 2023•43 min•Ep 39•Transcript available on Metacast Huge, massive, jam packed episode today! We're launching into our coaching series so we hear Andrew Page and Alec on mic, workshopping through Alec's investing process and doing a real-worked example on HitIQ. (Quick reminder, you can read about that here: https://equitymates.com/general/uncovered-hit-iq-asx-hiq/) Then we answer an Equity Mates Community Question! Send us yours at contact@equitymates.com or visit equitymates.com. We've got some exciting news to share - Equity Mates has just laun...
Apr 09, 2023•45 min•Ep 38•Transcript available on Metacast We're doubling down on 'Is there money in content!'. This is our follow up - cause Ed went away and did his homework. (Alec did not.) We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - ...
Apr 06, 2023•7 min•Ep 36•Transcript available on Metacast Don't take our word for it - this is what Natalie said about our last ep with Ed Kavalee: "This was hilarious! ...I nearly fell off a treadmill laughing while I listened..." Well, do don't want Natalie to fall off anymore treadmills, but we're glad you're joining us once more for 'Is there money in?'. Today Bryce picks up the challenge, and dives into whether there's any money in Youtube! There's lots of important information, but we also learn the strange skill Bryce taught himself from Youtube...
Apr 05, 2023•1 hr 1 min•Ep 35•Transcript available on Metacast You never stop learning - in life or in investing! So we're introducing a new segment to the podcast. It's called 'Mentored' where we each choose two industry-leading mentors. Because we like to keep things competitive, we'll paper trade each other, and track our investments while we learn during the year. What are the rules? In this game, any listed investment is fair game, we're just here to uncover new strategies and insights. So today, Alec and Bryce choose their mentors - Henry Jennings and...
Apr 02, 2023•47 min•Ep 34•Transcript available on Metacast We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing emotions, habit formation, and uncovering your unique trading DNA. We discuss emotions in investing, strategies to manage them, and habit formation for consistent performance. We'll also explore various trading styles to help you find your investing sweet spot. This episode is sponsored by IG Australia Trading involves risk to your capital. Issued...
Mar 30, 2023•34 min•Ep 33•Transcript available on Metacast Discover the hidden gems of the sharemarket as we explore the opportunities in Asian markets with Gary Monaghan, Investment Director of Fidelity's Asian equities range. Too often we focus on stocks in the West alone, but in this episode we uncover the driving forces behind Asia's flourishing stock market, and learn about promising stocks that showcase unique investment opportunities. Today's episode, proudly sponsored by Fidelity, will open your eyes to the potential of the Asian sharemarket. If...
Mar 29, 2023•48 min•Ep 32•Transcript available on Metacast We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics - at a cash rate of 3.6% - 15% of all Australian borrowers are at risk of default. So, with the RBA continuing to raise interest rates, there are concerns that the country's housing market could face a significant upset in the near future. Chris warns that when one in four Aussie home loans in 2023 switch from their 2% fixed rates to 6% variable r...
Mar 26, 2023•55 min•Ep 31•Transcript available on Metacast We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s episode. Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of...
Mar 23, 2023•32 min•Ep 30•Transcript available on Metacast In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insights on team building, effective communication, and collaboration. Matthews emphasises the importance of setting a strong example, building trust, and empowering team members to make their own decisions. He also highlights the qualities that set great leaders apart, and how effective leadership can lead to improved team performance and personal growth...
Mar 22, 2023•34 min•Ep 29•Transcript available on Metacast 
