Shows / Equity Mates Investing Podcast

Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!
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Episodes
Equity Mates Investing PodcastExpert: Nathan Hughes - The complexity of ESG & Three ASX stocks | Perpetual
Nathan Hughes is a Portfolio Manager of Perpetual’s Ethical SRI fund and Income Share funds. He has over 17 years experience in the industry, 11 of those at…
Equity Mates Investing PodcastBonus: Electricity prices to triple? That escalated quickly.
There is so much great content here in the Equity Mates Media stable of podcasts. In this 'bonus' episode, Bryce & Alec shine the spotlight on Comedian v…
Equity Mates Investing PodcastCompare the Pair: Warren Buffett + Cathie Wood are both buying again
Bryce & Alec describe what they are doing with their own individual holdings during this time of turmoil in the markets, preparing for tax, and simply looking…
Equity Mates Investing PodcastExpert: Julia Lee - Searching for opportunities in today's market
Julia Lee is a returning favourite here at Equity Mates. As the Chief Investment Officer of Burman Invest, Julia has been closely watching the Australian stock…
Equity Mates Investing PodcastThe junk bond market thinks the worst is yet to come... as we turn to the possibilities
It’s brutal out there. We know that so many of you are questioning 'what to do'? What are your choices? How are Bryce & Alec gonna play in the current market?…
Equity Mates Investing PodcastExpert: Jon Erlichman - We hope he Tweets this episode ...
Jon Erlichman is a correspondent and anchor for CTV National News, Canada’s most watched nightly newscast, and a senior anchor for Bloomberg Markets. But how…
Equity Mates Investing PodcastTwelve stocks from two investor letters
It can feel tough to get excited if you look at your portfolio at the moment. There's a lot of red! If we look back in history these are the times when…
Equity Mates Investing PodcastBuy, Hold or Sell with Adam Dawes | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors…
Equity Mates Investing PodcastPrivate equity, water rights and other alternative assets with Dania Zinurova | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors…
Equity Mates Investing PodcastThe problem with traditional ESG investing with Anthony Doyle | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors…
Equity Mates Investing PodcastThe changing face of investing with Rachel White | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors…
Equity Mates Investing PodcastWhy population is the ultimate megatrend with Lauren Jackson | ASX Week
This Episode is brought to you by the ASX Investor Day. Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors…
Equity Mates Investing PodcastBonus: Australia's future industries - Manufacturing | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. Today's 'bonus' episode is the…
Equity Mates Investing PodcastExpert: Vince Pezzullo - Boring Companies, Exciting Returns | Perpetual
Vince Pezzullo is the portfolio manager of Perpetual Equity Investment Company (ASX: PIC) and the Deputy Head of Equities at Perpetual. Vince joins us today…
Equity Mates Investing Podcast1 hidden software stock and is value investing dead?
The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in…
Equity Mates Investing PodcastBonus: Australia's future industries - Mining | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next couple of…
Equity Mates Investing PodcastExpert: John Sevior - Airlie Funds Management
John Sevior founded Airlie Funds Management in 2012 after 17 years at Perpetual Investments, where he was Head of Equities. He has over 25 years of experience…
Equity Mates Investing PodcastBonus: The Dive - Just billionaire things: Elon Musk wants to buy Twitter
In light of the news this morning, we've dropped this episode of The Dive in your feed. Make sure you're subscribed to keep up to date with all the news as it…
Equity Mates Investing PodcastWhy Ramsay is just the tip of the iceberg & Netflix headlines early results from US earnings season
Bryce and Alec look at why there are some big deal being done by private equity as it throws it’s cash around in Australia. KKR are looking to buy Ramsay…
Equity Mates Investing PodcastBonus: Australia's future industries - Agriculture | Stake
Here at Equity Mates, we love doing deep-dives and our friends at Stake have challenged us to do a deep-dive on 'the future'. So, over the next three Friday's…
Equity Mates Investing PodcastIntroducing The Dive: How is AI changing the drug development process?
We're introducing our eighth podcast - The Dive. Please search for 'The Dive' in your podcast player, and subscribe to hear the other launch episodes! In this…
Equity Mates Investing PodcastThe Nomad Partnership Letters: Two of the greatest investors you’ve never heard of
After the Buffett letters, the next most respected in the industry could be Nick Sleep and Qais Zakaria and their Nomad Partnership. The Nomad Partnership…
Equity Mates Investing PodcastExpert Revisited: Bill Browder - Putin's #1 Enemy
Bill Browder is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was…
Equity Mates Investing PodcastMoats & Meme Stocks ft. return of Speccy Magee
How about this stock market ... down one day, up the next ... Something happened on March 14 ... let's chat about that. Understanding where a company sits in…
Equity Mates Investing PodcastTelstra's new CEO - Vicki Brady | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect, which brings together listed companies and retail investors. Hosted virtually by the ASX…
Equity Mates Investing PodcastExpert: Ishan Haque - Finding opportunities in new worlds | Metaverse, Crypto and NFT
Ishan Haque is the 22y/o co-founder of Geminio, a $50 million Australia-based fund targeting crypto, NFT and metaverse investments. Ishan talks us through what…
Equity Mates Investing PodcastChanging the lives of cancer patients - Dr Leslie Chong of Imugene | ASX CEO Connect Series
This episode of Equity Mates is in partnership with ASX CEO Connect, which brings together listed companies and retail investors. Hosted virtually by the ASX…
Equity Mates Investing PodcastBerkshire's latest acquisition, brain-computer interfaces & Morningstar's stocks for March
In today's episode the Equity Mates, Bryce and Alec talk about one of the companies that they both disagree on 'the most'. They share some surprising housing…
Equity Mates Investing PodcastExpert: Thomas Valenzuela - Building a concentrated portfolio of long-term compounders | Stewart Asset Management
Thomas Valenzuela is the Chief Investment Officer for Stewart Asset Management, a New York based asset manager that aims to compound client capital through a…
Equity Mates Investing PodcastRate rises, growth stocks & Ren's monopoly thesis
Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so much…
Equity Mates Investing PodcastExpert: Tim Samway - How a growth fund manager is reacting to markets
Tim Samway is the Chairman of Hyperion Asset Management, an Australia-based fund manager focused on buying the highest quality companies at reasonable…
Equity Mates Investing PodcastCompair the pair - CEOs go head to head | Quartr Reporting Season
In this episode Bryce & Alec "compare-the-pair' when it comes to rival CEO's talking about the same subject within their companies by listening to the Quartr…
Equity Mates Investing PodcastExpert: Tobias Carlisle - Finding deep value in today's market conditions
Tobias is the portfolio manager of Acquirers Funds, including the NYSE listed ETF Acquirers Deep Value, ticker code DEEP, and the author of multiple books…
Equity Mates Investing PodcastBreaking down the supply chain - Apple, Maersk, Home Depot & more | Quartr Reporting Season
In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you access to these…
Equity Mates Investing PodcastExpert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners
Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would end up on…
Equity Mates Investing PodcastCan you hear their fear? CEOs of growth stocks down more than 40% | Quartr Reporting Season
Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter of the…
Equity Mates Investing PodcastBonus: William Studebacker - The future of robotics and automation | ETF Securities
In today’s episode Bryce & Alec are joined by William Studebaker, the President & CIO of ROBO Global, the company that builds the index behind the ETF…
Equity Mates Investing PodcastExpert: Enrique Klix - Launching a SPAC for Aussie tech
There’s been a lot of buzz around SPAC's - why are they so popular? You may have heard the term SPAC, but be unfamiliar with what exactly a SPAC is. In today’s…
Equity Mates Investing PodcastIndustry Deep Dive: Oil - what is the future of this $3.3 trillion industry?
A lot of people wouldn't normally think of investing in the oil industry. Oil plays an integral role in all of our lives ... and in this episode Bryce and Alec…
Equity Mates Investing PodcastBonus: Zach Riaz & Kanish Chugh - The future of megacap tech stocks | ETF Securities
In today’s episode Bryce & Alec are joined by Zach Riaz (Banyantree Investment Group) & Kanish Chugh (ETF Securities) to discuss FANG+. A weighted ETF with 10…
Equity Mates Investing PodcastExpert: Mark Lamonica - Are we seeing echoes of 2000 in today's market?
In today’s episode Bryce & Alec are joined by Mark Lamonica from Morningstar. They discuss Mark's views on earnings season here on the ASX, and the…
Equity Mates Investing PodcastWhat to expect when you're expecting (a crash)
In this episode Bryce & Alec ask the question ... Is this the demise of the unprofitable meme/story stocks? Tesla, Rivian, Virgin Galactic, AMC, GameStop…
Equity Mates Investing PodcastExpert: Nick Griffin & James Tsinidis - Is climate the biggest opportunity since the internet?
Nick Griffin is the founding partner & Chief Investment Officer at Munro Partners. James Tsinidis is a partner & Portfolio Manager at Munro Partners. Together…
Equity Mates Investing PodcastStock Of The Year 2022 | Ren's shaking in his boots
Is this the year Ren finally breaks his stock of the year hoodoo? Once again, Bryce and Alec present a compelling argument for their stock of the year picks in…
Equity Mates Investing PodcastBonus: Let the games begin! CVE takes on the ASX
Equity Mates Media has partnered with the ASX to deliver content for the ASX Sharemarket Game participants. For those that haven't participated before, The…
Equity Mates Investing PodcastExpert: Andrew Brown shares some bold predictions for the year ahead
There’s always some kind of consensus for a calendar year ahead, but what’s surprising in 2022 is the HIGH degree of consensus in what is a very uncertain…
Equity Mates Investing PodcastWe're back (& one of us is engaged)! Bold Predictions for 2022
We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold predictions for the…
Equity Mates Investing PodcastMaking money while the world sleeps - Resmed | Summer Series
Bryce and Alec take a deep dive into Resmed, an Australian company dual-listed on the ASX (RMD) and NYSE (RMD). Resmed is a medical company, producing devices…
Equity Mates Investing PodcastI thought of a way to make a few bucks... - Airbnb | Summer Series
In the penultimate episode of our summer series, Bryce and Alec discuss Airbnb (NASDAQ:ABNB). This company has hosted over 1 billion total guests through their…
Equity Mates Investing PodcastBecause Mars is for quitters - Calix w/ CEO Dr Phil Hodgson | Summer Series
We think Calix has the best tagline of all companies, ‘Because Mars is for quitters.’ Calix provides industrial solutions to address global sustainability…
Equity Mates Investing PodcastWhat is the future of fitness? - Peloton Interactive w/ CM Karen Lawson | Summer Series
One of the most popular New Year's resolutions is to ‘finally get fit’. In this episode, Bryce and Alec take a look at one of the companies that millions will…
Equity Mates Investing PodcastA very boring software company - Atlassian | Summer Series
Bryce and Alec delve into the company that minted two of Australia’s first tech billionaires, Mike Cannon-Brookes and Scott Farquhar. Atlassian Corporation…
Equity Mates Investing PodcastInside the business of funds management - Perpetual w/ CEO Rob Adams | Summer Series
In today’s episode, Bryce and Alec welcome Rob Adams on to the show, the CEO of one of Australia’s largest wealth managers, Perpetual Limited (ASX:PPT). Prior…
Equity Mates Investing PodcastTapping into the $110b tradie economy - HiPages w/ CEO Roby Sharon-Zipser | Summer Series
In this episode Bryce and Alec are joined by Roby Sharon-Zipser, the CEO of Hipages Group (ASX:HPG). Hipages operates in the home improvement industry, and…
Equity Mates Investing PodcastIs this the future of food? - Beyond Meat | Summer Series
Happy New Year Equity Mates! In this episode, Bryce and Alec dissect Beyond Meat (NASDAQ:BYND), a company aiming to facilitate the shift from traditional meat…
Equity Mates Investing PodcastThe gateway to the Australian dream - REA Group w/ Owen Wilson | Summer Series
We’ve all spent hours trawling through realestate.com.au dreaming of our perfect home, but what’s the company behind this? The answer is REA Group (ASX:REA)…
Equity Mates Investing PodcastThe world's fastest growing fitness studio - F45 Training | Summer Series
Our summer series of company deep dives continues this week with Bryce and Alec analysing an Australian success story. If you haven’t heard of F45 (NYSE:FXLV)…
Equity Mates Investing PodcastThe index of love - Match Group | Summer Series
If you want to feel the Christmas love, this is the episode is for you. Bryce and Alec take a deep dive into Match Group (NASDAQ:MTCH), the world’s largest…
Equity Mates Investing PodcastA global leader in natural beauty products - BWX w/ CEO David Fenlon | Summer Series
The Summer break has arrived, but we’re not leaving you in the dark. We’re back for another Summer Series, taking a deep dive into 12 companies across…
Equity Mates Investing PodcastExpert: Andrew Brown - Wrap of 2021 and Review of Bold Predictions
One of our fav and regular guests at Equity Mates, Andrew Brown is back to wrap up the year. Andrew discusses his bold predictions as well as explaining why…