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•Transcript available on Metacast 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•Transcript available on Metacast Scott Phillips is the Chief Investment Officer of The Motley Fool 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 Scott, we're unpacking: How a cold email saw Scott find his way into the finance industry The training process the Motley Fool uses to upskill new analysts Scott's personal investing philosophy and how that has ev...
Jan 08, 2025•53 min•Transcript available on Metacast James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund 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 James, we're unpacking: James' unconventional path into funds management How James researches investment opportunities and develops expertise in new markets The AI tools we can all use to bec...
Jan 05, 2025•39 min•Transcript available on Metacast Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy. 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 Chris, we're unpacking: Chris' transition from public markets to private markets What he has learned about finding great businesses across this new opportunity set The resou...
Jan 01, 2025•40 min•Transcript available on Metacast Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/ 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 Catriona, we're unpacking: How Catriona got her start in the finance industry Where Catriona is seeing opportunities in today's market Catriona's investment philosophy and how it has evolved from her early days in marke...
Dec 29, 2024•30 min•Transcript available on Metacast Elise Kennedy is an investment analyst at Schroders. 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 Elise, we're unpacking: How Elise got started in finance The lessons learned moving from sell-side to buy-side Where Schroders is looking for investment opportunities at the moment Elise's investment philosophy What Elise has learned ove...
Dec 25, 2024•29 min•Transcript available on Metacast Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson 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 Geoff, we're unpacking: Geoff's journey in finance and founding Wilson Asset Management The investment framework Wilson uses to pick a great investment How Wilson Asset Management grew to 10 listed inv...
Dec 22, 2024•44 min•Transcript available on Metacast Rikki Bannan is the Executive Director, Small Caps at IFM Investors. 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 Rikki, we're unpacking: The investing opportunities Rikki is exploring today 3 key lessons from her career that have stuck with Rikki How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 20...
Dec 18, 2024•31 min•Transcript available on Metacast Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths. 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 Ben, we're unpacking: Ben's start in the funds management industry Why Ben thinks investors should pay attention to the smaller end of the market How Ben is teaching his kids to invest Key ch...
Dec 15, 2024•49 min•Transcript available on Metacast Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth. 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 Peter, we're unpacking: Peter's transition from professional cricket to financial advice How Peter is helping clients manage the opportunity of this moment while managing the volatility and ri...
Dec 11, 2024•31 min•Transcript available on Metacast Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners. 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 Nick, we're unpacking: What Nick is working on today and why Nvidia may have more growth left in 2025 How Nick got started in funds management Lessons learned while investing in growth stocks How Nick wo...
Dec 08, 2024•39 min•Transcript available on Metacast We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024. Here's what we cover on another big episode of Equity Mates: How global markets moved and which stock markets were the top performers A review of our bold predictions from the start of the year Who won our annual stock of the year competition? A preview of our upcoming...
Dec 04, 2024•32 min•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 
