Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August). Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days. Enough abou...
Oct 02, 2024•36 min•Transcript available on Metacast Insurance. It’s more interesting than you think. Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too. Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including: What k...
Sep 30, 2024•40 min•Transcript available on Metacast Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. That's not all we cover in a big episode of Equity Mates: Australian inflation is now back under 3%. But don't go celebrating just yet Negative gearing is back in the news and we unpack our view on the controversial tax break for property investors Meta has announced their next-generation aug...
Sep 29, 2024•31 min•Transcript available on Metacast Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Tune in to today's episode as we lift the lid on our own money habits as we unpack: How we set up our personal finances and budgets What we've been spending on this quarter Of the money we've been saving, what have we been investing...
Sep 26, 2024•26 min•Transcript available on Metacast Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. That's not all we cover in a big episode of Equity Mates: Microsoft is re-opening an infamous nuclear power plant to power its AI ambitions Nike is replacing its CEO and the market celebrated REA group isn't giving up How capital gains tax works and how you c...
Sep 25, 2024•32 min•Transcript available on Metacast One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates: Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It...
Sep 22, 2024•39 min•Transcript available on Metacast The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. That's not all we cover in a big episode of Equity Mates: Bryce's latest investment is an Aussie mining company The world is cutting rates, so why isn't Australia? OpenAI had unveiled a new PHD-level AI Why we love the resilience of the share market (and you should too!) —------ Want to get involved in the podcast? Record a voi...
Sep 18, 2024•32 min•Transcript available on Metacast What actually happens when you go to get financial advice? As two people that haven't been able to afford advisers, that is a question both of us (Bryce and Ren) have. And that is a question we often hear from the Equity Mates community. So we set out to answer it. To do it, we took on the personas of Liam and Emma - a couple working on building wealth and planning for some major life milestones - and sat down with financial adviser Christine Dang. Listen as we take you inside the room and unpac...
Sep 16, 2024•37 min•Transcript available on Metacast Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his chosen successor Lachlan's control of News Corp. That's not all we cover in a big episode of Equity Mates: Apple's latest iPhone announcement including their AI launch Some of the more exciting, less covered aspects of the Apple launch (and an investment idea Ren's running with as a result) Celebrating two Australian exports taking on the worl...
Sep 15, 2024•31 min•Transcript available on Metacast Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners Are designed to last forever (this episode) In this episode we're taking a closer look at why indexes may be the only truly timeless investment product. We all love the idea of being a long term investor, but not every investment is designed to be lon...
Sep 12, 2024•30 min•Ep 111•Transcript available on Metacast "Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9. That's not all we cover in a big episode of Equity Mates: How Channel 9 and Channel 7 have reported very similar stories before Investor Confessions returns with two new confessions We unpack what has made Nvidia such a g...
Sep 11, 2024•33 min•Ep 110•Transcript available on Metacast Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode. We also cover the news of the day, including: Nvidia just experienced the largest one-day loss of value in history. We unpack why This year's largest takeover in Australia, AirTrunk was acquired by Blackstone Hedged v Unhedged ETFs and whether they are worth it Adam Dawes joins for another Pimp my Portfolio Resources discussed...
Sep 08, 2024•32 min•Ep 109•Transcript available on Metacast Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle Cut your losers, double-down on your winners (this episode) Are designed to last forever In this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the c...
Sep 05, 2024•23 min•Ep 108•Transcript available on Metacast Last week on the podcast, Bryce mentioned that "investing in a small cap index is not the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them. We also cover the news of the day, including: Like so many Australians, REA Group is moving to London The numbers behind their UK takeover target Rightmove The escalating dispute between health insurers and private hos...
Sep 04, 2024•32 min•Ep 107•Transcript available on Metacast Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Michael Gable, Managing Director of Fairmont Equities. Companies discussed: BHP Group (ASX: BHP) QBE Insurance (ASX: GBE) Global X Physical Gold (ASX: GOLD) WiseTech (ASX: WTC) Goodman Group (ASX: GMG) Telstra (ASX: TLS) CSL (ASX: CSL) Domino's Pizza Enterprises (ASX: DMP) Macquarie Group (ASX: MQG) Paladin Energy (ASX: PDN) —------ Have an investing question? Ask via our website and we'll answer it on the podc...
Sep 02, 2024•23 min•Ep 106•Transcript available on Metacast Warren Buffett first started buying Berkshire Hathaway shares in 1965 when the shares traded between $12 and $19. Fast forward 60 years and Berkshire Hathaway is now the first American non-technology company to be valued at $1 trillion. Those same shares are today worth $715,300. Wild. That is just one of the topics we cover in a big episode of Equity Mates: Australia's latest inflation print: 3.5% in the 12 months to July. But there's a devil in the detail Ray Dalio wants his voice to live fore...
Sep 01, 2024•27 min•Ep 105•Transcript available on Metacast Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes: Ensure you don't miss out on growth Offer income without the hassle (this episode) Cut your losers, double-down on your winners Are designed to last forever In this episode we're taking a closer look at the income paid by index ETFs, and why they offer a simple alternative to the hassle...
Aug 29, 2024•21 min•Ep 104•Transcript available on Metacast Over the past 122 years, the Australian share market has averaged annual returns of 13.2%. Wild. And that is despite plenty of reasons to be concerned over those years - pandemics, world wars, missing prime ministers, you name it, it's happened. And the Aussie sharemarket has kept on growing. In today's episode we take a look at that 122 year history and see what we can learn. We also cover the news of the day, including: Australia's right to disconnect The Federal Reserve cutting rates Boeing's...
Aug 28, 2024•36 min•Ep 103•Transcript available on Metacast To talk about the housing market, we are joined by Sam Gordon in this episode. Sam is the founder of Australian Property Scout and recently won Buyers Agent of the Year for 2024. In this episode we cover: An update on the housing market Why Sam thinks we're seeing a two-speed housing market Why certain capital cities still have growth potential How you can think about getting into housing at any budget Different first home buyer strategies Sam has seen with his clients —------ Want to keep up to...
Aug 26, 2024•42 min•Ep 102•Transcript available on Metacast As Reporting Season rolls on in Australia, we take a look at some of the highlights from week 2 including 3 Aussie companies taking on the world. We also discuss: What we can learn from the latest RBA meeting meetings 3 of the 4 Big Banks cutting their rates on term deposits. Are they worth it these days? Options when it comes to active managers in Australia Finally, we introduce a new segment: investor confessions. Resources discussed: List of all ASX-listed ETFs —------ Do you have an investin...
Aug 25, 2024•29 min•Ep 101•Transcript available on Metacast The growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated. Over 4 episodes we're going to be exploring the power of index investing. In the first episode we're focusing on growth, and why with index funds you don't miss out. —------ This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indices. Thank you to these partners for helping keeping all of our content free and accessi...
Aug 22, 2024•27 min•Ep 100•Transcript available on Metacast Australia may have just set a record with 18 golds at the Olympics, but there is another gold setting records. The price of gold has just hit $2,500 USD an ounce, the first time it has ever hit that level. What's driving the gold price? Is now the time to invest? We unpack it all in today's episode. We also: Launch a new segment - Cheat Sheet - where we peak at the portfolios of some of the best investors Look at Nancy Pelosi and Bill Ackman's portfolios Adam Dawes returns for another Pimp my Po...
Aug 21, 2024•37 min•Ep 99•Transcript available on Metacast Meet Chris Bates - the mortgage broker who helped both of us (Bryce and Ren) get into our first homes. We have been getting so many questions about buying a first home, recycling equity and moving into property investment that we've asked Chris to join us on the show to help answer these questions. In today's episode we cover: Our own property stories (and how Bryce almost made a huge mistake) Trends in the property market and where to next How inflation is impacting property prices Some of the ...
Aug 19, 2024•48 min•Ep 98•Transcript available on Metacast Reporting Season has kicked off in Australia, as publicly listed companies share how they've gone over the past 12 months. In this episode we share what we've learned so far. We also: Follow up our conversation on sports betting ads with some further facts & figures Discuss the challenges that cable TV is facing in Australia and the US Explore why the dating apps are down bad this year Unpack ASIC's case against the ASX for misleading the market Discuss the concept of the One-ETF portfolio C...
Aug 18, 2024•31 min•Ep 97•Transcript available on Metacast India's share market has been a star performer over the past few years. In the past 12 months the Nifty 50 is up 24% and over the past 5 years, it is up 118%. We wanted to understand where to next for India's economy and share market. To help us answer that question, we spoke to Nitin Mathur from Fidelity International. In this episode we cover: How Nitin approaches investing in India Some of the most common misconceptions about Indian companies What is happening on the ground in India How growi...
Aug 15, 2024•31 min•Ep 96•Transcript available on Metacast Despite record breaking Olympic coverage, Nine Entertainment has had a terrible year. Laying off employees, journalists on strike and cancelling a planned share-buyback. Now one of their biggest sources of advertising revenue - the gambling industry - may be getting restricted or banned. Who would want to be in legacy media? In today's episode, we look back the potential ban on gambling advertising in Australia and what effect it might have on listed companies. We also: Recover from the whiplash...
Aug 14, 2024•34 min•Ep 95•Transcript available on Metacast Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with a simple question: are you buying or are you selling? In this episode, Adam is joined by Ben Rundle of Hayborough Investment Partners. Companies discussed: Lifestyle Communities (ASX: LIC) DUG Technology (ASX: DUG) Catapult Group (ASX: CAT) Redox (ASX: RDX) Guzman y Gomez (ASX: GYG) Domino's Pizza Enterprises (ASX: DMP) Eagers Automotive (...
Aug 12, 2024•26 min•Ep 94•Transcript available on Metacast The headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". In today's episode, we look back at the week that was and consider whether the panic (and headlines like that) were justified. We also: Catch up on what we're learning from earnings season Discuss Elon Musk's Neuralink implanting a second brain chip Unpack the news out of the WA mining industry Share our takeaways from JP Morgan Asset Manage...
Aug 11, 2024•35 min•Ep 93•Transcript available on Metacast We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right in the middle of it. In today’s episode we speak to John about: What his data shows Aussie investors are buying and selling How different age cohorts are investing Any other noticeable trends amongst Aussie investors John's entrepreneurship journey with Superhero & what he's learned How he sees competition amongst brokers in Australia...
Aug 08, 2024•37 min•Ep 92•Transcript available on Metacast There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. In a big episode of Equity Mates, we'll get you caught up on: The RBA's latest decision on interest rates and what it means The fall in the Aussie share market and the panic that ensued. Importantly, why that panic is overblown The falls in the US and Japan, and why they had quite different causes Buffett's latest market update, and his $277 billion cash pile ...
Aug 07, 2024•27 min•Ep 91•Transcript available on Metacast 
