Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world. To get involved in the Equity Mates Awards 2022 - click here ***** 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 an episode, contact them here . ...
Dec 18, 2022•36 min•Ep 681•Transcript available on Metacast The term 'Demographics', refers to the characteristics and trends of the global population. From the pressure an aging population puts on society, to how do we supply water sustainably to a growing population ... these are trends that affect everyone on the planet. Investing in companies that are trying to solve some of these demographic trends presents a fascinating investment theme. In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographi...
Dec 14, 2022•43 min•Ep 680•Transcript available on Metacast Spotify thought they were the original wrapped - but Equity Mates has been wrapping up stock of the year for a few years now, and it’s time for us to look back at 2022. Bryce picked Macquarie, and Alec chose IAC… who’s come out ahead? Bryce has learned that the Australian economy is actually pretty hot - he looked at these 10 graphs from the AFR . Ren is looking in the bargain bin and seeing some great stocks that have come off their highs - a great reminder that there’s some real opportun...
Dec 11, 2022•40 min•Ep 679•Transcript available on Metacast Here at Equity Mates, we want to celebrate the people, products and platforms that are making financial markets more accessible for the everyday investor. We want to hear from you and get your view on the people, products and platforms that have helped you the most in 2022. So, we're bringing back the Equity Mates Awards for 2022. This year, there are four awards we are seeking nominations for: 1. Expert of the Year 2. Product of the Year 3. Platform of the Year 4. Sto...
Dec 09, 2022•3 min•Ep 678•Transcript available on Metacast Imagine you’ve just bought your dream car. It’s a new BMW that you’ve been saving up for all your life – and it’s set you back a tidy $80k. The obvious first step is to take a long drive! After all, the weather is beautiful, and this is the best way to experience the drive! Life is pretty good. Then you start to feel a little chilly, so naturally you go to turn on the in-built seat warmers for a little extra comfort. Suddenly, this dream turns into a nightmare. The display screen flashes a sign ...
Dec 08, 2022•23 min•Transcript available on Metacast Emily Villatte is the Chief Financial Officer at Acast. The Company that Equity Mates Media host all our podcasts through. With more than ten years of international experience from London, Sydney and Stockholm spanning tech-scale up, through to FTSE 250 financial services. Emily has experience in high growth, M&A, integration, IPO and turnaround scenarios. In today's episode Alec, Bryce and Emily discuss the business of Podcasting and the commercial growth within the media space. ***** Looki...
Dec 07, 2022•37 min•Ep 676•Transcript available on Metacast So what have you learn't this week? In today's episode, Bryce & Alec discuss one key learning from the market that they have from the past week. Alec steps up to the Equity Mates soap box and gripes about the paperwork he has received from CHESS in response to him requesting digital only statements! Watch out for the petition for 'no paperwork' from the ASX on Change.org. The ASX Share Game has finished for 2022, and we've had the results come in, Bryce & Alec break down the winners and ...
Dec 04, 2022•33 min•Ep 675•Transcript available on Metacast Marcus Padley and Henry Jennings from Marcus Today are two of the most engaging investors out there! This is a selection from their very entertaining session at Finfest 2022. They both have a very active approach to making money in the markets, and they're open to sharing some of their secrets in this session. 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...
Nov 30, 2022•25 min•Ep 674•Transcript available on Metacast Ahead of Australia taking on Denmark tomorrow, Ed Kavalee, Bryce & Alec chat all things FIFA World Cup. Who will win, and why! Warning: There may (or may not) be some conspiricy theories discussed in this short 9 minute episode. ***** 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 an episode, contact them her...
Nov 30, 2022•9 min•Ep 673•Transcript available on Metacast The Sohn Hearts & Minds Conference was held last week in Hobart, so in today's episode Bryce & Alec go through the 12 stock pitches from 12 experts and they hand pick a draft portfolio from the conference. The Sohn Hearts & Minds Conference is a one-day conference where leading international and local fund managers, and influential global thought leaders present their exclusive investment ideas and insights in a fast-paced TED-style format. ***...
Nov 27, 2022•46 min•Ep 672•Transcript available on Metacast John Cauilfield is Director, Institutions and Intermediaries at ETF provider VanEck Australia VanEck have just launched Australia’s first carbon credits ETF, ASX: XCO2. In this episode Bryce & Alec ask John to explain carbon credits, how they reduce carbon emissions, the difference between the different types of carbon credits, and why an ETF can be helpful in accessing this investable asset class. This episode is sponsored by VanEck Australia ***** Looking for an investing book gift for a...
Nov 24, 2022•29 min•Ep 671•Transcript available on Metacast Kenneth Stanley is a former Professor of Computer Science at the University of Central Florida and most recently led the Open-Endedness Team at OpenAI. This interview will open your mind on goal setting and success. Kenneth isn't an investor, he's deep in the AI space ... and for all of us, understanding where the world is at with AI will definitely help our investing decisions now ... and for the future. Book: Why Greatness Cannot Be Planned: The Myth of the Objective - Kenneth O. Stanley *****...
Nov 23, 2022•49 min•Ep 670•Transcript available on Metacast We wanted to release an episode about The Business of the World Cup on our sister podcast The Dive - and we had a chat with friend and Equity Mate Ed Kavalee. The conversation went a little longer than the 15 minutes we usually cap it at, and we loved Ed's thoughts so much, we thought we'd drop it as a bonus on the Equity Mates channel. So enjoy! (And come listen to The Dive) Tell us what you think of The Dive - email us at thedive@equitymates.com. Follow our Instagram here, or find out m...
Nov 20, 2022•40 min•Ep 669•Transcript available on Metacast A stack of high profile celebrities and venture capitalists have lost money from FTX fall-out with an estimated $32b valuation now up in smoke! In today's episode, Bryce & Alec are joined by Darcy to discuss some of the details around what we know (and what is speculated) around the goings-on of Sam Bankman-Fried and his posse of directors and executives in the Bahamas. But more importantly, as investors, the lads discuss how you can approach investing in crypto currency and some of the thin...
Nov 20, 2022•35 min•Ep 669•Transcript available on Metacast Steven Glass is the Managing Director and Investment Analyst at Pella Funds Management . Global Responsible Investing, targeting consistent, sustainable returns & advocating for a better planet. With so many ESG funds out there - Steven describes how to disect what companies fit with your persoanl ESG philosophy. He explains how he sees Australian investors appetite for ESG funds, What it has been like for an ESG fund manager, in a year when coal & oil have dominated the boards, and fina...
Nov 16, 2022•44 min•Ep 668•Transcript available on Metacast So with Alec recovering from COVID, the lads chat over zoom about a lot of fallen super stars. Starting with a few confessions from both Bryce and Alec ... it reminds us of that infamous investing meme, " what do you call a stock that fell 90%? " Also, there has been a lot of chat around Meta, so the lads continue the discussion and offer up their own views on the situation and opportunity for Mark Zuckerberg. FTX and Binance are two of the biggest crypto brokers and have both been embroiled in ...
Nov 13, 2022•38 min•Ep 667•Transcript available on Metacast Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feature one of our great panels from Finfest - How to Search for Generational Business. Alec hosted this panel - and he talked to Paul Wilson from Bailador, Will Dowd from Fairlight Asset and Anna Milne from Wilson Asset Management. Also please go vote for Equity Mates Investing Podcast in the Podcast Awards! Check that out here . Order Get Started Inv...
Nov 09, 2022•30 min•Ep 666•Transcript available on Metacast We go over what we learnt this week, and Bryce did his homework! Also, the return of Ren's Book Bonanza - who's going to win a book this week? The Betashares GGUS Factsheet And a couple of thought starters: ASX’s ETF checklist - weirdly sponsored by SPDR: Rask ETF checklist Betashares’ checklist 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 . Stay engaged with the Equity Mates commun...
Nov 06, 2022•47 min•Ep 665•Transcript available on Metacast Today we chat to Ricky - is the founder, Chief Investment Officer and Chief Executive Officer of Eminence Capital. Ricky founded Eminence in 1999 and has grown it into a $5.7 billion dollar asset manager. He's speaking at the Hearts & Minds conference on the 18th of November. Haven't heard of Sohn Hearts & Minds Investment Leaders Conference? It's Australia’s leading finance conference, dedicated to supporting Australian medical research. Equity Mates are the only group with a...
Nov 02, 2022•52 min•Ep 664•Transcript available on Metacast We chat about what we learned this week, the Q3 earnings, our idea of checklist investing & we begin Ren’s book bonanza! 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 . Stay engaged with the Equity Mates community by joining our forum . Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. Have you just started investing? Listen t...
Oct 30, 2022•47 min•Ep 663•Transcript available on Metacast Today's special 'bonus' episode has Bryce and Alec talking investing ... but NOT talking stocks. Bryce admits he was quite the Pokemon Trading Card trader in his high school days and so the lads discuss the money and investing opportunities behind trading cards. Yep ... pieces of cardboard can be expensive! This episode is brought to you by eBay . eBay is the original online marketplace for collectibles since launching in 1999 in Australia. Whether you’re a card player, a collector or an investo...
Oct 27, 2022•24 min•Ep 662•Transcript available on Metacast Wayne Jones is the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund . Since the inception of the fund in 2002, Ganes has returned 12% per annum, compared to 9% for the ASX300 accumulation index. Wayne has held senior finance roles in the private healthcare sector for many years and was a freelance analyst for The Intelligent Investor between 2001 and 2005 covering the small company sector. Books mentioned and recommended in this episode by Wayne inclu...
Oct 26, 2022•51 min•Ep 661•Transcript available on Metacast It's been a big week and on the back end of Equity Mates FinFest so Alec and Bryce chat about what they have learnt in the markets this week. We have included one of the live sessions from Henry Jennings at Equity Mates FinFest where Henry was given the task of presenting a high conviction stock pitch ... 15 minutes, no notes, no Powerpoint presentation. Henry discusses why Core Lithium is his high conviction stock pick. ***** Order Get Started Investing on Booktopia or Amazon now. If you ...
Oct 23, 2022•34 min•Ep 660•Transcript available on Metacast We're still reeling from Finfest, and it's more than a few days on... We chat on mic about how great the day was, your feedback and our future plans, before featuring one of our favourite talks from the day - the fantastic Emma Fisher who kicked things off in the Magellan tent. 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 . Stay engaged with the Equity Mates community by joining our forum...
Oct 19, 2022•30 min•Ep 557•Transcript available on Metacast At the end of every quarter we receive so many investor letters, from all around the world, from all different types of funds, sharing what they're seeing from a macro perspective and stocks they're investing in and stocks they're selling. It is a great insigth into what professional investors are thinking. And it's ALL FREE! So in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of compani...
Oct 16, 2022•36 min•Ep 558•Transcript available on Metacast Michael Doer is the co-founder and CEO of OENO Group , an investment firm that specialises in investing in luxury assets like wine and whiskey. He has recently been awarded #1 Wine Investment Advisor according to the prestigious Spears Magazine OENO recently won the best global wine investment firm at the 2022 International Investor Awards, while Michael won Wine Investment CEO of the year, so there is no-one better to join us to speak about investing in this alternative asset class. Give them a...
Oct 13, 2022•44 min•Ep 557•Transcript available on Metacast Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management . Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry. At J.P. Morgan Asset Management, he is responsible for offering thought leadership and explaining market data and trends to wholesale and institutional clients, investors and the broader investing community. Thanks to J.P. Morgan Asset Managemen t for sponsoring this episode....
Oct 12, 2022•47 min•Ep 556•Transcript available on Metacast This episode contains sponsored content by Fidelity Podcast Disclaimer | Fidelity Australia Plenty of companies that were telling the market they were future leaders, are now trying to tell the market they’re currently solvent. How do you sift through the marketing spin and identify the true gems? James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund and give us their perspective on how they define Future Global Leaders. ******** FINFEST ...
Oct 09, 2022•47 min•Ep 555•Transcript available on Metacast Equity Mates is proudly working with the ASX CEO Connect , which brings listed companies and investors together. Throughout this year, Equity Mates will bring you 6 interviews with some of the key CEOs from these events for you to hear more about their business vision, strategy & latest achievements. The ASX CEO Connect Day offers many more of this style of talks, so if you enjoy today's interview and want to hear more from these CSuites, head to the CEO Connect page at the ASX , their ...
Oct 06, 2022•49 min•Ep 554•Transcript available on Metacast Brian Armstrong is the co-founder and CEO of Coinbase . Brian and his co-founder, Fred Ehrsam, founded Coinbase in 2012 as a way for investors to trade Bitcoin and other digital currencies. Ten years later, Coinbase is a $20 billion company, listed on the NASDAQ, with more than 103 million users worldwide. ******** FINFEST is coming very soon. Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival -...
Oct 05, 2022•42 min•Ep 553•Transcript available on Metacast 
