Episódios
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Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.
Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?
In today's episode we talk with Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.
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Thank you to Fidelity for sponsoring this episode and helping keep all of our content free.
Learn more about Fidelity's range of Active ETFs by visiting their website.
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Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletterCheck out our latest show: Basis Points (Apple | Spotify | YouTube)—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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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.
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The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate.
In today's episode we break down the proposed changes, why they're controversial and everything you need to know.
That's not all we unpack in another big episode of Equity Mates:
WiseTech has made its biggest acquisition to date Uranium stocks are ripping BYD continues to outpace Tesla Why Aussie tech stocks reach such crazy valuations—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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Estão a faltar episódios?
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In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped.
The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues!
We unpack what you need to know in another big episode:
Sports analytics company Catapult's latest report OpenAI is getting into hardware Matt Ingram returns for Pimp my Portfolio—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean.
Today's guest is Sam Gordon, founder of Australian Property Scout.
In today's episode we unpack:
What Labor promised at this election How these policies will impact house prices The prospect of more rate cuts How Sam advises clients to navigate these changes—------
Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.
Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas.
In today's episode we unpack 6 of the best ideas we've heard recently.
That's not all we unpack in another big episode of Equity Mates:
The RBA has cut rates, what now?Our thoughts on Airbnb's push into services Government debt is in the headlines in the US and in Australia We share our thoughts on balancing building wealth with enjoying life—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTokKeep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community.
In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.
Tune in to hear:
Why Matt originally decided to pursue FIRE and his original goalsHow we managed to save 70% of his after-tax income Why his views on FIRE started to change The investment strategy he pursued to build a $1.5m portfolio How he thinks about FIRE now Advice he would share to anyone starting out on FIRE todayWhatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTokKeep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation.
The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy.
On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning:
The US-China trade war de-escalation continuesPrice wars are brewing here in Australia Xero's latest results and The Rule of 40 for software companies Adam Dawes returns for the latest Pimp my Portfolio We answer a question comparing IVV and IHVV—------
Want to get involved in the podcast? Record a voice note or send us a message
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTokKeep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path.
Today we are joined by Kellie Wood, Head of Fixed Income at Schroders.
Together we unpack:
How to navigate the current market uncertainty The range of outcomes from the trade warPositioning portfolios to manage risk—------
Thank you to Schroders for sponsoring this episode and helping us keep all of our content free.
Find out more about Schroders range of Active ETFs on their website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook.
In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.
That's not all we unpack in another big episode of Equity Mates:
The latest in the US-China trade war Trump's latest focus on pharmaceuticals Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)Bryce's latest efforts to turn $500 into $5,000—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Check out the Equity Mates TikTokKeep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.
In today's episode we discuss:
Navigating this volatile moment in marketsCapitalising on market downturnsUpdated rules of portfolio constructionManager selection and red flagsTrends in new funds coming to marketRead Daniel's recent paper on Alts here
Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? However you want to learn about investing - we’ve got you covered.
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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One of the biggest questions around AI: will it disrupt Google's dominant search business?
Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.
As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:
Warren Buffett's 3 latest stock picksAll the trade war newsAustralian property prices—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------
Looking for some of our favourite research tools?
Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor.
Joining us from New York, Tony shares with us:
How Tony sees tariffs impacting markets How, despite the worries, he believes the US market will hit all-time highs next year Why we need to pay attention to the world's changing monetary order Where PIMCO sees opportunity in today's market How retail investors can access fixed income opportunities—------
Thank you to PIMCO for sponsoring this episode and helping us keep all of our content free.
PIMCO have launched a range of new Cboe-listed ETFs in Australia:
Global Bond Active ETF (PGBF), Australian Bond Active ETF (PAUS), Diversified Fixed Interest Active ETF (PDFI), Global Credit Active ETF (PCRD)Learn more on the PIMCO website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets.
The S&P 500 went higher 9 days in a row. Something it hadn't done for 21 years. Here's hoping you stuck to your long-term investing plan and didn't try and time the market on Trump's tariffs 'will they-won't they',
We unpack what it all means and where it could go from here on another big episode of Equity Mates:
Earnings season continues in the US and Big Tech is killing it Apple and Amazon are the latest Big Tech companies to beat Wall Street expectations Tesla's sales numbers crash in Australia Reddit's earnings call round trip Warren Buffett has announced his retirement Our biggest lessons from the greatest investor of all time We share our favourite investing tools and resources—------
Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
And if you're a financial professional, make sure you're subscribed to the Basis Points email.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management.
Here are some of the names Adam and Will cover in today's episode:
ResmedCSLNick ScaliCAR groupSeekReliance WorldwideBHPRio TintoCommonwealth BankHomeCo Daily Needs REITAnd if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).
In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.—------
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.
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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.
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The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in".
Tune in to today's episode to find out which bank and why they think it is so certain.
That's not all we unpack in another big episode of Equity Mates:
Earnings season continues in the US and Big Tech is delivering Meta beat analyst estimates but there's one number we think they're fudging The latest news on Australian inflation Matt Ingram returns for the latest edition of Pimp my PortfolioWant to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
And if you're a financial professional, make sure you're subscribed to the Basis Points email.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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There's opportunity in Aussie smalls. That is the message from today's guest.
Will Granger is the Portfolio Manager of the Airlie Small Companies Fund.
In today's interview we unpack:
Will's investment process and how he separates signal from noiseWhat he thinks will matter long-term from this moment Why he's loving the opportunity set in Aussie small caps at the moment Two stocks that he owns in the fund: GenTrack and Nick Scali—------
Thank you to Airlie Funds Management for sponsoring this episode and helping us keep all of our content free.
If you would like to find out more about Will's Small Companies Fund, check out their website.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked.
One month on, and things don't look too bad. The Aussie stock market is actually up.
We unpack what we've learned in another big episode of Equity Mates .
A look around the world at how stock markets have performed Alphabet's first quarter results shot the lights out We debate YouTube v Netflix Bryce discusses a new addition to his portfolio: TransMedics GroupWe introduce a new segment: the Unhelpful DeskWant to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
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Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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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.
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The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings.
To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.
Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)
Want more?
Read the Mr Equity retirement case study that Dylan prepared hereWant to speak to Dylan or another of our hand-picked financial 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
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch!
Yet, despite those numbers, the stock was up 5%. What is going on here?
We unpack it all in another big episode of Equity Mates.
Why US stocks, bonds and currency are all falling The debate around Australian nuclear energy continues We review some of the worst business advice on TikTokPimp my Portfolio returns with Matt Ingram from NorthhavenWant to speak to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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What does Australia's long-term economic future look like?
Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor.
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Want to get involved in the podcast? Record a voice note or send us a message
—------
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
—------
Looking for some of our favourite research tools?
Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------
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.
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