Afleveringen

  • Chris Bates is the cofounder of Flint and the mortgage broker who helped both of us buy our first homes.


    We asked you on Instagram and the Facebook Discussion Group what questions you had about property. In this episode we ask Chris:

    What first home buyers should do once they buyWhen you should revalue your homeTips to boost borrowing capacity Chris' thoughts on the First Home Super Saver Scheme What trends he's seeing in young buyers Whether buyers agents are worth it?

    —------


    Want to speak to Chris or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • The era of self-driving cars is here, house prices have fallen in one-in-three Australian suburbs and the biggest winner from Trump’s election was actually an ETF. These are just a few of the topics we cover in a jam-packed episode of Equity Mates.


    Tune in to find out:

    Why Waymo robotaxi service in Los Angeles is just the tip of the icebergThe best and worst performing suburbs of the Australian housing market Why the Destiny Tech100 ETF has been the biggest winner since Trump's election (up almost 200%)Our favourite investing and business books Why Super Micro Computer is piquing investor interest despite possibly being delisted from the Nasdaq The opportunities popping up in the luxury goods industry

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Zijn er afleveringen die ontbreken?

    Klik hier om de feed te vernieuwen.

  • Alex Vynokur is the founder and CEO of Betashares.


    In this conversation we unpack the founding story of Betashares, the lessons Alex learned along the way and where we sees Betashares going from here.


    Tune in to learn about:

    The insights that led to BetasharesHow the Australian finance industry inititally reacted to Betashares The early ETF launches & how the market reacted The recent launch of Betashares Direct What is in the product pipeline

    —------


    Thank you to Betashares for sponsoring this episode and helping us keep all of our content free.


    Interested in exploring Betashares Direct? Check out the website or download it from the App Store.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth has crossed $300 billion. A lot has happened in the week since Trump's re-election in the US.


    In today's episode we unpack the market moves you need to know.


    That's not all we cover in a big episode of Equity Mates:

    We compare the ASX 200 v ASX All-Tech IndexWe look at some of the biggest movers in Australian technology Adam Dawes returns for another Pimp my Portfolio

    —------


    Want to speak to Adam or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out.


    Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous politicians declare flight upgrades and other benefits from Australia's major airlines.


    In today's episode we wanted to go beyond the Qantas story and unpack Joe's view on Australia's corporate culture and how large listed companies can do better. We unpack:

    The cosy relationship between business media and Australia's large companies Joe's most memorable columns from his time at the AFRThe Qantas story and why everyday Australians should care The relationships Joe has witnessed between politicians and large companies The lack of oversight from boards of many large Australian companies How everyday investors can look for misaligned incentives and poor oversight Whether, in Joe's opinion, Qantas is a buy, hold or sell?

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out.


    That's not all we cover in a big episode of Equity Mates:

    Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company (listen to our interview with Don Meij)Boeing's strike is over as 33,000 workers agree to return to workWe compare emerging market ETFs to Asian ETFs and unpack why we prefer one over the otherWe share why we love stocks over most other asset classesWe ask the question: are you investing or are you speculating?

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • How would we build a portfolio today if we were given $100,000?


    That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs.


    Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying.


    —------


    Thank you to Betashares for sponsoring this episode and helping us keep all of our content free.


    Interested in exploring Betashares Direct? Check out the website or download it from the App Store.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane.


    We split the night into 3 segments:

    Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property ScoutDeal or No Deal: A property investment game with Sam Gordon

    However you want to build wealth - property or stocks - we cover it in a fun night.


    —------


    Thank you to Australian Property Scout for sponsoring our live show and helping us get up to Brisbane.


    Want more Sam Gordon? Check out his Australian Property Scout Summit on 17 November in Sydney.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group.


    Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels and creating green energy solutions. 


    In today's episode we discuss:

    Where the nickname Twiggy comes from How he is spending his time today What are his biggest problems with 'net zero'Why Fortescue has committed to 'real zero' instead Whether a complete phase out of fossil fuels is truly possibleAdvice for young Australians starting their careers

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Have an investing question?

    Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr 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 business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online.


    We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist.


    That's not all we cover in a big episode of Equity Mates:

    Bitcoin is back at all time highs Reddit has turned a profit for the first time and shot up 40%Woolworths disappoints and falls 6%Charlie Viola joins us for another edition of Pimp my Portfolio

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today’s guest is Michael Frazis, founder of Frazis Capital Partners.


    Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love.


    He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit!


    You don't want to miss this episode.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Have an investing question?

    Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr 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 business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here.


    So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.


    That's not all we cover:

    America is cooked (and no, we're not talking about the election)Robinhood is introducing prediction markets and betting to its investment platformThe New York Stock Exchange wants to move to 22 hour tradingWe answer two listener questions on Emerging Market ETFsAnd we compare the returns of index investing against active management in emerging markets

    Resources discussed

    David Einhorn's letterDaniel Loeb's letter

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.


    We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode.


    Want to follow along as we go? Dylan has prepared this presentation that outlines the three scenarios.


    —------


    If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.


    Want to get involved? 

    Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group

    —------


    Want more Equity Mates:

    Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, and LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Two big segments on the podcast today.

    Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'.Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market.

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management. 


    ECP is an active Australian fund manager and in this conversation we unpack:

    ECP's investment philosophy and why Jared believes in active investingHow we can ensure we're choosing the right active managersECP's stock selection process and rules for portfolio constructionWhy Jared believes in Australian growth stocks

    Read the article on Afterpay Jared mentions in the conversation.


    —------


    Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free.


    You can find out more about ECP's Growth Companies Fund on the ECP website.


    —------


    Want more Equity Mates?

    Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    ECP Disclaimer:

    Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of the ECP Growth Companies Fund (Fund). A current PDS is available from Copia located at Level 25, 360 Collins Street, Melbourne Vic 3000, by visiting ecpam.com/growth or by calling 1800 442 129 (free call). A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this audio are subject to change without notice and Copia is under no obligation to update or keep any information contained in this presentation current.


    Past performance is not a reliable indicator of future performance. The total return performance figures quoted are historical, calculated using end-of-month mid prices and do not allow for the effects of income tax or inflation. The performance is quoted net of all fees and expenses. The indices do not incur these costs. This information is provided for general comparative purposes.


    Hosted on Acast. See acast.com/privacy for more information.

  • Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them.


    That's just one topic we cover in another big episode of Equity Mates:

    Why its been a tough week for founder-led businessesWhether the fall in Mineral Resources or WiseTech creates a buying opportunity? The Netflix come back is complete - down 75% and then up more than 300%We review some of the worst financial content we've come across on social media

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today.


    Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community.


    The companies covered on today's episode include:

    Lionstown Resources (ASX: LTR)Zip Co (ASX: Z1P)IGO Limited (ASX: IGO)Qantas Airways (ASX: QAN)CSL Limited (ASX: CSL)NextDC Limited (ASX: NXT)Lynas Rare Earths (ASX: LYC)Southern Cross Electrical Engineering Limited (ASX: SXE)ASX: ASX Xanadu Mines Ltd (ASX: XAM)

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out.


    That's just one topic we cover in another big episode of Equity Mates:

    Why Ren is sticking with his broker, rather than moving to Betashares DirectHow to find companies with great investment runwaysAdam Dawes returns for the latest edition of Pimp my Portfolio

    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.


    Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.


    In a wide ranging conversation, we unpack:

    Why value investing is one of the most overused terms in investing circlesHow Brandywine Global looks for multiple ways to win in an investmentWhy Sorin is underweight the Magnificent 7 mega-cap tech stocksChina's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from hereWhat is going on at Boeing and the airline industry more generally

    —------


    Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.


    You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.


    -----


    Have an investing question?

    Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr 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 business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

  • Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode.


    Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs:

    Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024 Global X Defence Tech ETF (ASX: DTEC) - 7 October 2024

    On today's podcast, we compare them each of them and share our preferences.


    Finally, we close out the episode with some investors confessions.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


    —------


    Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


    —------


    Want more Equity Mates?

    Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn

    —------


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    —------


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


    Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.