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 Podcast
Expert: Aswath Damodaran - Valuation 101: Every number tells a story
For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve…
- Equity Mates Investing Podcast
Pimp my portfolio returns, 2024's hottest commodity & we review Same as Ever by Morgan Housel
The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since…
- Equity Mates Investing Podcast
7 takeaways from Buffett letter, Reddit's IPO & a question on share registries
For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder…
- Equity Mates Investing Podcast
Ask An Adviser: Phil Thompson - You'll never think about insurance the same
Insurance. It’s more interesting than you think. We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can…
- Equity Mates Investing Podcast
Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?
A big episode to start the week here at Equity Mates. We: Hear Bryce pitch a stock Are joined by Maddy for Pimp my Portfolio Unpack the lessons from 2 investor…
- Equity Mates Investing Podcast
Uncovered: Emyria - Bringing psychedelic-assisted therapies to Australia
Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is…
- Equity Mates Investing Podcast
Ren's 2024 portfolio, ETF question & expert stock pitch: Australian Financial Group
Wondering how we set up our portfolios here at Equity Mates? In this episode we cover how we’re investing for 2024, across both our core and satellite…
- Equity Mates Investing Podcast
Buy or Sell: Adam Keily with Julian McCormack
For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset…
- Equity Mates Investing Podcast
Semiconductors beyond Nvidia, Book club is back & introducing: Pimp my Portfolio
Nvidia, Nvidia, Nvidia, Nvidia. It seems like every financial media company has to hit a quota of mentions about the technology giant. That hopefully fills…
- Equity Mates Investing Podcast
Earnings season takeaways, an ASX 10-bagger & community stock idea
Earnings season is in full swing and we cover a number of companies that have caught our eye: Commonwealth Bank, A2 Milk, Cochlear, Lionstown, Domino's Pizza…
- Equity Mates Investing Podcast
Expert: Andrew Brown - Bold Predictions for 2024
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead. In this episode we hear why…
- Equity Mates Investing Podcast
We're back with our Stock of the Year & Bold Predictions
We’re back for 2024! And we’ve got a lot to catch up on. In this episode we: Cover what happened over the break (both in our lives and in markets) Share our…
- Equity Mates Investing Podcast
Selling car parts, buying back stock - Autozone | Summer Series
Welcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around…
- Equity Mates Investing Podcast
Will US fixed mortgage rates lead to a renovation boom? - Lowes | Summer Series
Welcome to the Equity Mates Summer Series, proudly brought to you by CommSec, the home of investing. Over 12 episodes we’re deep diving into some of the most…
- Equity Mates Investing Podcast
Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series
Correction [02:25]: Mineral Resources has recently noted the total purchase price for the Bald Hill lithium mine will be higher than the $260M referenced in…
- Equity Mates Investing Podcast
It's all in the name - Corporate Travel Management | Summer Series
We're in the midst of our Summer Series. Over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around…
- Equity Mates Investing Podcast
From oil refining to servos - Viva Energy | Summer Series
This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels…
- Equity Mates Investing Podcast
Designing the AI revolution - Altium | Summer Series
Altium Limited is an American - Australian multinational software company that provides electronic design automation software to engineers who design printed…
- Equity Mates Investing Podcast
Riding the boom in aesthetic medicine - InMode | Summer Series
InMode develops, manufacturers, and markets devices harnessing novel radio-frequency (RF) based devices that strives to enable new emerging surgical procedures…
- Equity Mates Investing Podcast
The Aussie small cap taking on the tech giants - Dropsuite | Summer Series
Dropsuite Limited, founded in 2011 as Dropmysite, is a Singapore-based software platform specialising in cloud backup, archiving, and recovery services…
- Equity Mates Investing Podcast
Australia: the land of the packaging giant - Orora | Summer Series
Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual…
- Equity Mates Investing Podcast
Does Google have any growth left? - Alphabet | Summer Series
Alphabet, the parent company of Google, operates through three primary segments: Google Services, Google Cloud, and Other Bets, with Google Services being its…
- Equity Mates Investing Podcast
Creating a three-sided trucking marketplace - Landstar System | Summer Series
Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000…
- Equity Mates Investing Podcast
Up more than 200% in 2023, what does 2024 hold? - Nvidia | Summer Series
We're launching into our 2024 Summer Series - an Equity Mates tradition! This year we're kicking off with NVIDIA, renowned for its innovation in graphics…
- Equity Mates Investing Podcast
We look back at 2023 and reveal the winners of the Equity Mates Awards
And just like that, 2023 is almost over. We can't believe how quickly the year slipped away from us. Before we say goodbye to 2023, and welcome our Summer…
- Equity Mates Investing Podcast
Expert: Andrew Brown - Bold predictions wrap 2023
Welcome back Andrew! Since Equity Mates began, we've been welcoming Andrew to come and make some bold calls to bookend our year. He's returning to the studio…
- Equity Mates Investing Podcast
We wrap our bold predictions + Who won stock of the year?
It's *almost* time to say goodbye to 2023, but first we need to have a look back at our bold predictions this year. Find out which companies we thought would…
- Equity Mates Investing Podcast
Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management, and joins us today to talk about the Long-Term Capital Market Assumptions series…
- Equity Mates Investing Podcast
Ask An Adviser: Jelena Koncar - Debt recycling and one stock for Christmas
We're back with our last Ask an Adviser for 2023! You've loved this series, so it'll be back for sure in 2024. Today we're joined by Jelena Koncar, a Senior…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Andrew Brown
It's our last episode of Buy or Sell featuring Adam Keily for this season. Thanks for listening and letting us know what you think of the show. To round out…
- Equity Mates Investing Podcast
Vale Charlie Munger, Share Registries 101 & Henry Jennings' 5 stocks for Christmas
A sad week as we recorded to the news that Charlie Munger had passed away, just before his 100th birthday. We share our memories of the Berkshire Hathaway…
- Equity Mates Investing Podcast
Expert: Sam Gordon - What's causing the housing crisis? | Australian Property Scout
Sam Gordon is a returning guest on Equity Mates Media - but is the founder of Australian Property Scout, and host of Scouting Australia Podcast. Australian…
- Equity Mates Investing Podcast
Ask an Adviser: Luke Laretive - Choosing a fund manager & making money in Aussie large caps
Luke Laretive is the co-founder of Seneca Financial Solutions, where he advises some of Australia’s most successful families, professionals and business…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Owen Rask
It's another fresh episode of Buy or Sell featuring Adam Keily! This week he’s joined by Owen Rask, from Rask Invest. Together they go through the stocks…
- Equity Mates Investing Podcast
Ren's big call, Bryce's big move & Sam Altman's big week
Huge week here for the EM team! Andrew joins Ren to recap his mentoring journey for 2023, Bryce is moving house and there's a new segment with Ren - he's got a…
- Equity Mates Investing Podcast
Expert: Amit Goel - Two stocks benefiting from the changing global supply chains | Fidelity
We're joined by Amit Goel, who's the PM for the Fidelity India Fund and the Fidelity Global Emerging Markets Fund, and he's nearly 20 years’ experience…
- Equity Mates Investing Podcast
Expert: Emma Fisher - Mineral Resources, PWR Holdings & Investor Psychology | Airlie Funds Management
Emma is the Deputy Head of Equities and Portfolio Manager at Airlie Funds Management and is a return favourite of Equity Mates! She joins us to talk about the…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Candice Bourke
Fresh episode of Buy or Sell featuring Adam Keily. This week he's joined by Candice Bourke, also from Talk Money To Me, who joins him to go through the stocks…
- Equity Mates Investing Podcast
We review the 16 stocks pitched at the Sohn Hearts & Minds conference
We went to the Hearts and Minds conference on Friday, and once again, we've drafted the stock picks! Come across to the Equity Mates Facebook Discussion group…
- Equity Mates Investing Podcast
Expert: Ashish Swarup - Invest in snacks, let's get that bread | Aikya Investment Management
Ashish Swarup is a Portfolio Manager and Investment Analyst at Aikya Investment Management. He's pitching a stock at the Hearts & Minds conference, and ahead…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Felicity Thomas
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…
- Equity Mates Investing Podcast
Ren bought a house, 4 bottom-drawer stocks & how interest rates affect dividend stocks
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…
- Equity Mates Investing Podcast
Expert: Tom Naughton - There's money in mi goreng | Prusik Investment
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…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Andrew Page
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…
- Equity Mates Investing Podcast
Leveraged ETFs, Ren's Melbourne Cup tip & Speccy Magee returns
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…
- Equity Mates Investing Podcast
Ask an Adviser: Ellie Fordham - Dividend investing, salary sacrifice and life insurance
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…
- Equity Mates Investing Podcast
Buy or Sell: 10 stocks with Adam Keily & Adam Dawes
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…
- Equity Mates Investing Podcast
Big Tech earnings, investing in Formula One & should Bryce go fixed or variable?
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…
- Equity Mates Investing Podcast
Expert: Andrew Norelli - "There's opportunity everywhere" | J.P. Morgan Asset Management
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…
- Equity Mates Investing Podcast
Expert: Cory Doctorow - This guy HATES big tech & plans to change it
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…
- Equity Mates Investing Podcast
Ren was wrong, talking to parents about investing & Bryce speaks to Henry Jennings
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…
- Equity Mates Investing Podcast
Uncovered: There's more to a battery than Lithium, introducing HPA - Impact Minerals (ASX: IPT)
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…
- Equity Mates Investing Podcast
Expert: Rikki Bannan - Two small caps: Propel Funeral Services (ASX: PFP) and Clarity Pharmaceuticals (ASX: CU6)
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…
- Equity Mates Investing Podcast
Bryce bought a house, why investors are shorting junk food & Amazon and Google could be broken up
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…
- Equity Mates Investing Podcast
Uncovered: This stock jumped 350%, here's why - 4DS Memory (ASX: 4DS)
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…
- Equity Mates Investing Podcast
Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software
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…
- Equity Mates Investing Podcast
Six ways to invest for kids with Glen James
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…
- Equity Mates Investing Podcast
Expert: Ben Lamm - Bringing the Woolly Mammoth back from extinction
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…
- Equity Mates Investing Podcast
Finding investing ideas in the news, what next for inflation & 3 new companies we're watching
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…
- Equity Mates Investing Podcast
Uncovered: A small cap pioneering a new standard of cardiac care - Imricor Medical Systems (ASX: IMR)
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…