Ren and Bryce are in the studio, chatting about portfolio movements, whether they think the IPO window is about to open again, and then an Equity Mate Lauren asked us a question about Investment Bonds. Things mentioned in the episode: Sharesight discount: https://sharesight.com/equitymates IPO Article: https://qz.com/tech-ipos-are-returning-this-time-with-profits-1850781855 More about Serve Robotics here: https://www.serverobotics.com/ Stockspot article about investment bonds: https://blo...
Sep 03, 2023•34 min•Ep 91•Transcript available on Metacast Maxwell Nee is Managing Partner of the OENO Wine & Whisky Investment Fund, and OENO Wine Whisky Investment Australia. Today he joins Bryce and Ren to chat about the investment case for this alternative asset class. This episode is sponsored by Oeno, and we thank them for their support. Our partners allow us to keep providing you with free content to help you on your investing journey. To find out more, click here . Also, big announcement from us – we’ve a new book! Don’t Stress, Just Invest,...
Aug 31, 2023•31 min•Ep 90•Transcript available on Metacast Kelly Shue argues that investors who focus on the E.S.G. rating of a company or an investment fund are making a fundamental mistake. This episode she joins Bryce and Ren to talk about this counterproductive impact. Kelly Shue challenges the common belief that E.S.G. (Environmental, Social, and Governance) investing makes the world greener. She argues that the math behind this concept doesn't add up and that the approach may not be as effective as many believe. As Professor of Finance, at Yale Sc...
Aug 30, 2023•21 min•Ep 89•Transcript available on Metacast We're back with an old fashioned Equity Mates chat! Ren and Bryce go through recent earnings season and look at the companies and the stories that leap out to them. Then we talk to Liam, an Equity Mate who wants to talk through the thinking of buying a thematic ETF, versus just buying the individual stocks that you're passionate about, and then Alex called in to ask Ren about whether he should keep bothering to read The Intelligent Investor. Feedback form is here: https://forms.gle/SKrDm3yfucUkH...
Aug 27, 2023•43 min•Ep 88•Transcript available on Metacast Harry Bennetto is the Head of Revenue at PropHero, an Australian investment advisor that helps you find, buy and manage the best investment properties using an online platform and proprietary AI algorithms. Today he joins Bryce to chat about the market here in Australia, the different types of real estate investing strategies open to us, and why you shouldn't limit yourself to buying in your backyard! This episode is sponsored by PropHero. PropHero are offering Equity Mates Listeners $1,000 off ...
Aug 24, 2023•35 min•Ep 87•Transcript available on Metacast We're joined by Glen Hare from Fox and Hare for another episode of Ask An Adviser! We put to him all of your excellent questions - if you want to ask a question in an upcoming show write to us at ask@equitymates.com During the chat we learn why Glen wishes he studied psychology instead of finance, he goes deep into insurance, how to set up a family trust, and also name checks his favourite platforms for investing. Also, big announcement from us – we’ve a new book! Don't Stress, Just Invest, is o...
Aug 23, 2023•49 min•Ep 86•Transcript available on Metacast Bryce is taking charge and diving into 'is there money in stadium tours?'. Join him, Ed Kavalee and Ren as they go through how Beyonce and Taylor Swift are in a race for the first billion dollar tour. If you want to suggest a topic, or just want more Equity Mates – click here . Want more Equity Mates? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your...
Aug 20, 2023•34 min•Ep 84•Transcript available on Metacast Ed Kavalee has returned to the hot seat! Today he gets Ren and Bryce to ponder the question: Is there money in…. Jesus? If you want to suggest a topic, or just want more Equity Mates – click here . PS. The TikTok account that recaps Christian Movies: https://www.tiktok.com/@enolls Enjoy! PSS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll cel...
Aug 16, 2023•26 min•Ep 84•Transcript available on Metacast Alec is back and talking about - is there any money in books? Join him, and Ed Kavalee and Bryce as they go through what you earn as an author. If you want to suggest a topic, or just want more Equity Mates – click here . **Note from Producer Sascha - I've gone looking for Ed's book, and this is the only reference I can find. I'll reach out to him, but if you come across it in the meantime... well, 10 points to Gryffindor to you. (Hit me up at sascha@equitymates.com) https://www.good...
Aug 13, 2023•37 min•Ep 83•Transcript available on Metacast Alec is in the hotseat this week - presenting to Ed and Bryce, is there money in bodybuilding? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In th...
Aug 09, 2023•42 min•Ep 82•Transcript available on Metacast We continue our series with Ed - asking... is there money in movies? If you want to suggest a topic, or just want more Equity Mates – click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! Want more Equity Mates? Click here . ***** In the spirit of reconciliation...
Aug 06, 2023•55 min•Ep 81•Transcript available on Metacast Ed Kavalee has returned to hijack the studio! Today he gets Ren and Bryce to ponder the question: Is there money in.... horseracing? If you want to suggest a topic, or just want more Equity Mates - click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia . Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you! ***** In the spirit of...
Aug 02, 2023•45 min•Ep 80•Transcript available on Metacast Dominic Alafaci is the founder of Collins House Private Wealth and is a financial advisor with more than 40 years experience in the industry. No one better to help answer some questions from the Equity Mates community. We answer questions from Equity Mates Community Members Dylan, Jeremy, Brad, and Niall. Want more Equity Mates or to send a question? Click here . PS. Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazo...
Jul 30, 2023•25 min•Ep 79•Transcript available on Metacast Here’s a stat that will blow you away: one in four people will have a stroke in their lifetime That number blew us away. The more we looked into it, the more we realised just how big a factor strokes will be in our lives and the lives of our friends and family. When it comes to strokes, time is brain. If you read those stats about strokes and got worried, you’re not alone. Today Alec talks to CEO Scott Kirkland about his vision for EMvision - where they offer healthcare systems a cheaper,...
Jul 27, 2023•28 min•Ep 78•Transcript available on Metacast This episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portfolio manager of Woodlock House Family Capital. Alec describes him as an epic guest, and it is a pretty epic conversation. Together they chat about the concept of a 100 Bagger, he chats about a couple of examples, and they look at common traits they all share. Then Chris outlines where his search for 100-baggers start, and how he filters the investm...
Jul 26, 2023•33 min•Ep 77•Transcript available on Metacast In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We travel back to the pivotal year of 1983 to uncover what inspired the inception of 13D and how it has become a powerhouse in making stock market predictions. Then we are taking a closer look at some of their most significant predictions over the past four decades, the ones they got right, and even those they missed. Amidst an abundance of financial media pr...
Jul 23, 2023•38 min•Transcript available on Metacast The past few years has seen an explosion of interest in ESG and sustainable investing. As a result, more and more fund managers are making sustainable claims. Which also does raise the issue of greenwashing. How are everyday investors meant to assess the claims being made by companies? We sat down with Daniela Jaramillo - Head of Sustainable Investing, Australia at Fidelity. Daniela unpacks how sustainable investing has evolved over the years, how regulators are looking into this space and what ...
Jul 20, 2023•33 min•Ep 75•Transcript available on Metacast James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland. After hearing about James' investment philosophy and a bit of background, we focus on two dynamic companies: Jiumaojiu (HKG:9922) and Dino Polska (WSE:DNP). We explore the stories behind these investment...
Jul 19, 2023•46 min•Ep 74•Transcript available on Metacast In this episode of Equity Mates - we're looking at AI - and explore an alternative thesis. Cause while it's easy to focus on big names like Google and Microsoft, there are alternate pathways to consider. One approach involves the 'picks and shovels' method—companies like NVIDIA that provide the tools for AI development. Another strategy is to focus on businesses that leverage AI's capabilities. Ren and Bryce bring in insights from Cathie Wood and Andrew Page, who highlight how Tesla, with its va...
Jul 16, 2023•37 min•Ep 73•Transcript available on Metacast This was a really eye-opening episode! You know that neither of us are in property (yet) Sam Gordon is the owner and director of Australian Property Scout, an investment Buyers Agency that is on a mission to retire 500 people by 2030. We acknowledge that a lot of Australians are struggling with housing affordability at the moment, so Sam shares his advice on what he'd tell someone like the two of us trying to get into the market, we chat interest rates, and we dig into the pros and cons of rentv...
Jul 13, 2023•54 min•Ep 72•Transcript available on Metacast We're chatting to Brett Schafer and Ryan Henderson from Arch Capital , a hedge fund based in Seattle. Brett and Ryan also host the Chit Chat Money podcast . We love that Brett and Ryan are super public about their holdings, which gives us plenty to chat about in this podcast. We’ve chosen three to unpack in more detail. First, the largest holding in the Arch Capital fund - Nelnet (NNI) and as they’ve written “Has this student loan company turned itself into the next Berkshire Hathaway?” The...
Jul 12, 2023•42 min•Ep 71•Transcript available on Metacast Big announcement from us - we've written a new book! It's coming out on 22 August and you can pre-order now from Amazon or Booktopia . What's the jist? Basically we know money is stressful at the moment, and if you’re investing it can be hard to know if what you’re doing is enough. Keep your ears out for events that'll celebrate the launch, but we look forward to sharing it with you! In this episode, Bryce is taking Henry's advice and searching for the Dogs of FY23, we hear from our community me...
Jul 09, 2023•37 min•Ep 70•Transcript available on Metacast Ben Wauchope joins us on the podcast today for our Ask an Advisor episode, and to talk about your financial wellbeing. Armed with a Bachelor of Commerce from UWA, Ben Wauchope undertook further studies and successfully completed an Advanced Diploma in Financial Planning, Self-Managed Super Funds and Margin Lending. He joins us to answer some questions from the community, and then goes through some practical ways to establish good financial wellbeing - know your why, establish a financial mindset...
Jul 05, 2023•38 min•Ep 68•Transcript available on Metacast It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Then we call Andrew Brown to chat about his bold predictions too. Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respe...
Jul 02, 2023•38 min•Ep 67•Transcript available on Metacast Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie Small Companies Fund, read here. The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund's portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses. Before Will joins us, we do a deep dive into News Corp - Rupert Murdoch's baby...
Jun 29, 2023•38 min•Ep 66•Transcript available on Metacast Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast. He chats about his journey to date in finance, talks about the value of publishing his work publicly, and shares his investment philosophy with us. He also joins us in a game of Biznerdle - and absolutely nails it! While we've got you, we've some EOFY year deals as well: The Rask + Equity Mates collaboration is a m...
Jun 28, 2023•47 min•Ep 65•Transcript available on Metacast Huge, huge, huge guest appearing on Equity Mates today. Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company, and we have an exclusive preview of the episode to share with you. But listen to the full episode, on You're In Good Company tomorrow morning wherever you get your podcasts. Alec also finishes his homework with his investing coach, Andrew Page - held to account by our community member Donna, who jumped on the phone to ask for a worked example. Wa...
Jun 25, 2023•38 min•Ep 64•Transcript available on Metacast We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're speaking at the halfway point of 2023 - so we reflect on the state of the markets, a bit about Hamilton's career, and his thoughts on whether this AI hype is going to continue. For more information on J.P. Morgan Asset Management, click here . This episode is sponsored by J.P. Morgan Asset Management. The views, forecasts or opinions expressed here...
Jun 22, 2023•40 min•Ep 63•Transcript available on Metacast It's an EPIC episode - jam packed! First, if you didn't get the reminder, FinFest is now being postponed until 26 October 2024. This episode, we're chatting to Julian McCormack, because we want to know if this bull market is real (and where do we go from here?) Then Alec brings us more of his time with his coach, sensei, mentor Andrew Page - together they chat about the current markets, the AI hype, Apple's new venture into the vision goggles - and Alec finally cracks the code of the secret WA c...
Jun 21, 2023•1 hr 3 min•Ep 62•Transcript available on Metacast First up - some regrettable news. We have decided to postpone FinFest until 2024. Last year, we put in a tremendous amount of effort to launch FinFest, and we couldn't have achieved it without your support and the backing of our partners. The current economic climate and cost of living crisis has seen many businesses reduce marketing budgets. As a result, it has become impossible to deliver FinFest 2023 at the scale and quality we desire. We don't want to compromise the experience we created for...
Jun 18, 2023•31 min•Ep 61•Transcript available on Metacast 
