Adam's back with another Buy or Sell - this time joined by our colleague, Felicity Thomas from Talk Money To Me. To check out the performance of her recommended stocks, have a look here . We want your feedback on this series, and whether we continue it into next year. Send us your feedback to contact@equitymates.com . If you want to go beyond the podcast and learn more, check out our accompanying email . Come say hi to us here. ***** In the spirit of reconciliation, Equity Mates Media and the ho...
Nov 13, 2023•28 min•Ep 122•Transcript available on Metacast Not to leave Bryce with all the fun property chat, Ren has also gone and bought a house! We chat about how he's gone with that process, answer a listener question talking about dividend stocks and look at the bottom drawer shares that *could* be discounted at the moment. If you want to go beyond the podcast and learn more, check out our accompanying email . Check out our Movember fundraising here as well. And as always, hit us up at ask@equitymates.com if you've got a question! ***** In the spir...
Nov 12, 2023•31 min•Ep 121•Transcript available on Metacast Tom Naughton is Managing Partner and CIO at Prusik Investment. Today he chats to us ahead of his appearance at the Hearts and Minds conference this year, and brings two stocks for a deep dive - First Pacific (based in Hong Kong), and Nexus Select REIT (based in India). Remember, use the promo code: EQUITYMATES2023 to access the 20% discount available exclusively for the Equity Mates Community. Ticket price for Equity Mates Community: $400 Ticket Link: https://hubs.la/Q024hRFk0 If you want to go ...
Nov 08, 2023•44 min•Ep 120•Transcript available on Metacast This week on Buy or Sell; Adam Keily, one half of Comedian V Economist, sits down with Andrew Page, the founder and Managing Director of Strawman.com . 10 stocks, one choice; Buy or Sell. This series will roll out over the next 5 weeks. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Invest...
Nov 06, 2023•37 min•Ep 119•Transcript available on Metacast Speccy Magee returns! He's heard your calls and come back to take the mic with a typically under-researched stock pick. Equity Mate Will writes through with a question about leveraged ETFs which has really got us thinking, and as usual we do a round up of the news and views that's got our attention. Our Movember campaign is here . Come say hi to us at our links here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Eq...
Nov 05, 2023•45 min•Ep 118•Transcript available on Metacast This Ask An Adviser, we're joined by Ellie Fordham, to answer the questions you've been talking about in our Equity Mates Discussion Group and sending through to ask@equitymates.com . Ellie has been recognised as the IFA Goals Based Adviser of the Year for 2022 and was an AFA Rising Star of the Year finalist in 2019. She has also been featured on Channel 10’s The Project and has contributed to articles for the Australian Financial Review. The links we chatted about: Money smart calculator: https...
Nov 01, 2023•41 min•Ep 117•Transcript available on Metacast It's a special episode today - we're handing the controls to Adam Keily, one half of Comedian V Economist, for a special new series. Buy, Hold, Sell will roll out over the next 6 weeks, with a stellar line up of guests. Check out our tracker here: https://equitymates.com/buy-hold-sell-tracker/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge...
Oct 30, 2023•28 min•Ep 116•Transcript available on Metacast We're talking about earnings season - which feels like it never stops! Big tech keeps on growing, which is interesting to dig into off the back of our interview with Cory Doctorow. Then Producer Sascha joins us to chat about some mystery stocks that appeared in her portfolio, and we're asking whether Bryce should go fixed or variable with his brand new home loan (which is causing a bit of trouble to *actually* sign off on). If you want to go beyond the podcast and learn more, check out our accom...
Oct 29, 2023•36 min•Ep 115•Transcript available on Metacast Andrew Norelli, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group and the Portfolio Manager for J.P. Morgan Asset Management’s latest Fixed Income ETF, the JPMorgan Income ETF (JPIE) which has recently listed on CBOE. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Cust...
Oct 26, 2023•39 min•Ep 114•Transcript available on Metacast Cory Doctorow is a Canadian-British journalist and author who has a recently released his latest book - The Internet Con: How to Seize the Means of Computation. You can get his new book here . If you want to read more of Cory's thoughts, click here . This guy writes! This is such a fascinating conversation, and we really got a lot out of this conversation - even though it wasn't a pure investing convo, if you've any investments in Google, Amazon, Spotify, actually, any of the tech names, there's...
Oct 25, 2023•52 min•Ep 113•Transcript available on Metacast Bryce and Ren have a mea culpa to offer off their ep last week, Bryce is curious about the Ozempic effect and how it's now impacting big ASX stocks like CSL, we're joined by Equity Mate Sam, who needs help convincing his parents that his chosen path of stocks is better than an investment property. Then Bryce is finally joined by his mentor Henry Jennings, who's back from Europe and they catch up about everything that's been going on for the past few months. If you want to go beyond the podcast a...
Oct 22, 2023•48 min•Ep 112•Transcript available on Metacast On this episode of Uncovered, Bryce and Ren are joined by Dr Mike Jones, the Founder and Managing Director of Impact Minerals. He introduces us to the world of mining explores, the business of the company, and goes into great detail about one of their biggest projects to date - Lake Hope. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the ...
Oct 19, 2023•32 min•Ep 111•Transcript available on Metacast Bryce and Ren are joined by Rikki Bannan, who's Executive Director and Portfolio Manager at IFM Investors. She'll be speaking at the Hearts & Minds conference on the 17 November, but that stock is under lock and key, so we've asked her to bring two of her other picks to talk about today - 2 small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6). If you want to attend the Hearts and Minds conference, we've a promo code for online tickets. Use promo code: EQUITYM...
Oct 18, 2023•45 min•Ep 110•Transcript available on Metacast Today Ren and Bryce chat about Bryce's huge news and how it's going to be a challenge to drown out the housing noise, the Ozempic phenomenon, and the rumblings about the threats coming to break up big tech. Then Ren gets back together with his Mentor, Andrew Page, and chats about 3 stocks he's got on his shortlist. Please help us, and fill out the listener survey! https://forms.gle/EztvgJZaBUfkEXGM8 If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In ...
Oct 15, 2023•1 hr 11 min•Ep 109•Transcript available on Metacast Here at Equity Mates we believe that every company has a story worth telling. Uncovered goes beyond the ASX200 and tells the story of lesser known companies. Across the series we speak to founders, CEOs and industry leaders to hear about the problems they’re solving and the future they’re building. Today we're joined by 4DS Memory's Executive Chairman, David McAuliffe, and he shares with Bryce and Ren the details of what 4DS is, their ideal customer, and the recent success of the Fourth Platform...
Oct 12, 2023•29 min•Ep 108•Transcript available on Metacast This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us. You can check out Speedwell's new podcast here . If you want to go beyond the podcast and learn more, check out our accompanying email . ***** 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 l...
Oct 11, 2023•47 min•Ep 107•Transcript available on Metacast We're joined by Glen James, the creator and host of My Millennial Money - and the whole MMM empire. He chats with Bryce and Ren about how to invest for kids, and together they discuss all the ways you can think about setting your children up for their financial future. Things we talk about in the episode Glenn’s books - https://www.mymillennial.money/our-books The ATO's info on investing for kids - https://www.ato.gov.au/misc/downloads/pdf/qc16210.pdf Glenn's blog on investing - ht...
Oct 08, 2023•1 hr 21 min•Ep 106•Transcript available on Metacast This episode, Bryce and Ren are joined by Ben Lamm - the founder and CEO of Colossal Biosciences and a leader of the de-extinction movement. Some people spend their whole lives trying to build a successful company in one field, but Ben has managed to build successful companies in multiple fields - from education to defence. He joins the guys to talk about what he's learned about entrepreneurship and business, why de-extintion is important, and he also answers Bryce's very important Would You Rat...
Oct 04, 2023•46 min•Ep 104•Transcript available on Metacast Today we chat about the latest inflation numbers and our thoughts on future interest rate cycles, we get a call from an Equity Mates listener Matt in Canberra about his thoughts on El Nino and how that might present investing opportunities, and then Ren surveys 3 cracking stocks he's been researching. Please help us with this short listener survey ! If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media an...
Oct 01, 2023•46 min•Ep 103•Transcript available on Metacast Bryce and Ren are joined by the CEO of Imricor Medical Systems (ASX: IMR), Steve Wedan. Steve is co-founder as well as CEO, and in this chat, he talks through Imricor, how he first came across the idea and what has been the founding story to date. To find out more, https://imricor.com/ If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Tra...
Sep 28, 2023•36 min•Ep 102•Transcript available on Metacast We're back with one of your favourites - an Ask an Adviser series! Today we're joined by Patrick Malcolm who's Senior Partner and Certified Financial Planner® at GFM Wealth Advisory. He chats about budgeting, whether to invest in shares or pay down your mortgage, and why he's super passionate about the advice industry. If you want to go beyond the podcast and learn more, check out our accompanying email . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Inv...
Sep 27, 2023•49 min•Ep 101•Transcript available on Metacast This ep we're chatting about the collective shrug heard around the world with Apple and the new iPhone, a French supermarket is slapping 'shrinkflation' labels on products that are getting smaller in front of our eyes, and Bryce re-pitches a stock he heard on another podcast. We hear from listener Paul, who's got some queries about how he should be thinking about rebalancing after a trigger-happy few years, and Ren, inspired by our epic chat with Saurabh on Friday, has gone and done a deep dive ...
Sep 24, 2023•40 min•Ep 100•Transcript available on Metacast Dr Christian Baylis is the Founder and Chief Investment Officer at Fortlake. As part of his role, Christian oversees all of Blossom’s investments. This episode is sponsored by Blossom - we thank them for the support, it allows us to keep making free content for the Equity Mates community. Blossom offers everyday savers access to 5.7% p.a. targeted returns from managed fixed income investments - something up until Blossom, only the big end of town could easily access! The team at Blossom wa...
Sep 21, 2023•47 min•Ep 99•Transcript available on Metacast Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. This episode has had Ren and Bryce buzzing since they hit record - and both of them are super excited for you to hear it. You can buy Saurabh's book here , and his website is here . Money Control is here and Screener.in . 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 Custo...
Sep 20, 2023•48 min•Ep 98•Transcript available on Metacast It's Ren's turn to be in the hot seat and chat portfolio moves. Then we look at the mergers taking place in the sports scene - before hearing a listener call from Alan. We mentioned this episode, if you want to go listen: https://equitymates.com/episode/zero-to-100-billion-in-six-years-tim-carver-of-gqg-partners-asx-ceo-connect-series/ And here's the article Ren mentioned about TopGolf: https://equitymates.com/general/boyar-research-topgolf-callaway-brands-nyse-modg/ If you want to sign u...
Sep 17, 2023•48 min•Ep 97•Transcript available on Metacast Today we’re talking short selling in celebration of the new film coming out - Dumb Money. This episode is sponsored by Roadshow Films in celebration of the launch of Dumb money - a brand new comedy based from the directors of I, TONYA, based on the insane true story of the GameStop short squeeze. Featuring a huge cast including Paul Dano, Pete Davidson, Sebastian Stan, Shailene Woodley, America Ferrera, Seth Rogen and more. In Cinemas from October 5th. But, we've also tickets to give away! Detai...
Sep 14, 2023•24 min•Ep 96•Transcript available on Metacast We’ve interviewed hundreds of investors on this podcast, many of whom claim they’re long term investors but they’re probably looking at a 5-7 year holding period, not 30 years or more. Brent Beshore puts them all to shame. We loved this conversation where he went over the 14 companies he's invested in - with everything from amusement ride manufacturing to elite matchmaking - he explains what these companies have in common. Want more Equity Mates? Click here . ***** In the spirit of reconci...
Sep 13, 2023•51 min•Ep 95•Transcript available on Metacast Back for a EM Monday chat! This week we Ren and Bryce chat what next for QANTAS, Andrew Page comes back to look over Reporting Season with Ren for a Mentored session & we have a voice note from an Equity Mate community member about our recent interview with Kelly Shue. Things we mentioned in the pod: The Dive: The 3 QANTAS controversies explained Expert Investor: Emilie O’Neill – The Research Process For ESG Investing and Expert Investor: Adam Verwey – Is sugar an ethical investment? . Want ...
Sep 10, 2023•54 min•Ep 94•Transcript available on Metacast Maroun Younes is Co-Portfolio Manager Fidelity Global Future Leaders Fund and Analyst. The Global Future Leaders Fund is a diversified portfolio of 40-70 small-to-mid-cap global companies. The two stocks he brought to talk about with us are Keisei electric railway (TYO: 9009) and Quanta (NYSE: PWR). This episode is sponsored by Fidelity - we thank them for their ongoing support of Equity Mates, which allows us to keep providing you with free content to become better investors The two recommendat...
Sep 07, 2023•44 min•Ep 93•Transcript available on Metacast Today we're welcoming Johnny Wilkinson, the co-founder and director of Equitise. He explains to us what Equitise is, how Equity Mates can get involved, and the risks and thoughts around unlisted investments as a part of a portfolio. Then we hear from two founders: Farmer's Pick and Vitable . To find out more about Equitise, click here . Want more Equity Mates? Click here . ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge ...
Sep 06, 2023•46 min•Ep 92•Transcript available on Metacast 
