The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, In today’s episode we speak to Chris about: His journey from football to funds management His investment philosophy at Cerutty Why liquidity is such an under-appreciated factor for all investor...
Aug 05, 2024•40 min•Ep 90•Transcript available on Metacast Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and an...
Aug 04, 2024•24 min•Ep 89•Transcript available on Metacast Think the Australian share market is boring? Casey McLean wants to change your mind. Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names. In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including: SiteMinder Ventia CSL Cochlear ResMed Boral CSR PolyNovo Car Group —------ This episo...
Aug 02, 2024•49 min•Ep 88•Transcript available on Metacast We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why. So in this industry deep dive we're looking at: The adoption of nuclear energy around the world Why AI has become a huge driver of nuclear energy stocks Th...
Jul 31, 2024•37 min•Ep 87•Transcript available on Metacast As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages. We cover: Young and getting started: First job, travel, getting out of debt, thinking about property Accumulators: Key milestones, investing, planning for the future Starting a family: Estate planning, thinking about kid...
Jul 29, 2024•50 min•Ep 86•Transcript available on Metacast We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website . We also take a look at incentives in the stock market and why investing means you have millions of people working for you. Finally, Luke Laretive joins us fo...
Jul 28, 2024•38 min•Ep 85•Transcript available on Metacast Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) but when we go under the hood we quickly realise they're not all they're cracked up to be. We'll unpack why in this episode. Finally, we take a look at...
Jul 24, 2024•31 min•Ep 84•Transcript available on Metacast Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify ) —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with busines...
Jul 22, 2024•29 min•Ep 83•Transcript available on Metacast As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares. Resources discussed: Read more about the best performing Super funds —------ Have an investing question...
Jul 21, 2024•33 min•Ep 82•Transcript available on Metacast Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some future resource superpowers like Indonesia. Within that opportunity set, Gary Monaghan and the team at Fidelity are plying their trade, searching for...
Jul 18, 2024•42 min•Ep 81•Transcript available on Metacast The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue? In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio. —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in to...
Jul 17, 2024•31 min•Ep 80•Transcript available on Metacast We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode. Here's what we cover it this episode: Setting up your finances ...
Jul 15, 2024•41 min•Ep 79•Transcript available on Metacast A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. That's not all we cover in a jam packed episode of Equity Mates: Why the Aussie dollar is rising The opportunities for investors and consumers when the dollar is rising A framework to approach investing for kids Some of the assets that...
Jul 14, 2024•34 min•Ep 78•Transcript available on Metacast Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios. In today’...
Jul 11, 2024•40 min•Ep 77•Transcript available on Metacast In today’s episode we: discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024 have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Acast. See acast.com/privacy for more information....
Jul 11, 2024•36 min•Ep 76•Transcript available on Metacast Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned. In today’s episode we cover: Michael's investing philosophy How his growth fund rode the high's of 2020 and 2021 a...
Jul 08, 2024•46 min•Ep 75•Transcript available on Metacast A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the Facebook Discussion Group Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our e...
Jul 07, 2024•39 min•Ep 74•Transcript available on Metacast Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders. We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy. In today’s episode we cover: The ch...
Jul 04, 2024•38 min•Ep 73•Transcript available on Metacast Apparently the saying is “First you buy Nvidia, then you buy Super Micro” But have you heard of Super Micro Computers? In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro'...
Jul 03, 2024•37 min•Ep 72•Transcript available on Metacast Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer. Companies discussed in this episode include: VanEck MSCI International Small Cos Quality ETF (ASX QSML) Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK) GlobalX Physical Gold (ASX: GOLD) VanEck MSCI International Quality ETF (ASX: QUAL) BHP Commonwealth Bank (ASX: CBA) Praemium (ASX:PPS) James Hardie Industries...
Jul 01, 2024•24 min•Ep 71•Transcript available on Metacast It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back? In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market. In this episode we cover: The history of the BNPL industry, and Zips part in it Zips ...
Jun 30, 2024•42 min•Ep 70•Transcript available on Metacast Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager). Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. In this episode I (Bryce) am on the hunt for a private equity manager in my ...
Jun 27, 2024•44 min•Ep 69•Transcript available on Metacast GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it. In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insigh...
Jun 26, 2024•41 min•Ep 68•Transcript available on Metacast Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia. In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market. In today’s episode we cover: Tim’s investment thesis, and how it’s changed over the years Wha...
Jun 24, 2024•37 min•Ep 67•Transcript available on Metacast In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges. In today’s episode we cover: Audinate’s mission and target customers Company history Their flagship product - Dan...
Jun 23, 2024•26 min•Ep 66•Transcript available on Metacast You know Catapult swims in big circles when it’s Patrick Mahomes, Mbappe and Jason Tatum on slide 3 of their H1 results presentation… In today's episode, we explore Catapult, a leading provider of performance tracking and analytics technology in sports. We delve into the company's history, current operations, and future prospects from an investment perspective. Joining us in the second half is Andrew Brown, executive director of East 72, who provides expert insights into Catapult's investment po...
Jun 19, 2024•55 min•Ep 65•Transcript available on Metacast Life insurance is something most of us have in our superfunds, but I (Bryce) didn’t. So I went through the process of getting life insurance with Phil Thompson, and the results were surprising (compared to the default cover in my superfund). TL;DR - I recommend you take the time to understand your default cover in your super fund and then get a comparison quote from an advisor, because chances are you’ll be underinsured. As you’ll hear in this episode, getting insurance outside of your exi...
Jun 17, 2024•45 min•Ep 64•Transcript available on Metacast There’s probably no other company that is continuously as divisive as Tesla. The bulls are raging, and the bears are equally as strong. Will Tesla hit the heights that so many believe is capable of achieving, or will it fall back to the pack of traditional automakers? In today’s episode we look at Tesla’s recent developments, explore the company’s history, products and future prospects. Joining us in the second half is Christopher Tsai, CIO at Tsai Capital, who provides expert insights into Tesl...
Jun 16, 2024•46 min•Ep 63•Transcript available on Metacast In today's episode, we take a look at DroneShield, a leader in counter-drone technology, and a stock that has captured the attention of the investing community. We explore the company's history, current operations, market potential, and financial performance. Joining us in the second half is Andrew Page, founder of Strawman.com, who provides expert insights into DroneShield's investment potential and challenges. In this episode we cover: The changing nature of warfare Droneshield’s history The t...
Jun 12, 2024•40 min•Ep 62•Transcript available on Metacast Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Lucas Goode of Investor Mutual to discuss 10 stocks that are front of mind for Lucas Companies discussed in this episode include: Nexgen Energy Imdex Austal Readytech Holdings Metals Acquisition Temple & Webster Group Cettire Brainchip Holdings Nextdc Xero GQG Partners —------ Have an investing question? Ask via our website and we'll answer it on the pod...
Jun 10, 2024•25 min•Ep 61•Transcript available on Metacast 
