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Equity Mates Investing Podcast

Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

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Next Top Trader: Final Update & Market Recap

Over the past six weeks we've been watching some of Australia's best university students battle it out for the title of 'Australia's Next Top Trader'. With the competition finished, we've recorded this episode to wrap it up and look back on the past 6 weeks. While we're not ready to announce the competition winner, we can announce the winner of the competition within the competition: who won between Bryce and Ren? In this episode you will learn about: • The movement of major US markets over the past 6 weeks and how that compared to Australia • Oil's incredible run and how some of the major indices are tracking • Notable highlights from last week's quarterly earnings results announcements • What you should be watching in US markets over the coming weeks • How Bryce and Ren ended the Next Top Trader Competition • The key lessons the boys learnt from the past 6 weeks Stocks and Resources Discussed: • Next Top Trader Website How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram (search: equitymates_investingpodcast) • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

48mins

21 Apr 2019

Rank #1

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Next Top Trader: Market, Stop and Limit | Different Orders

When placing an order to buy or sell your stocks, you may have noticed there are a few options you can choose from - market order, limit order or a stop order. Each order type has its advantages, and can be used in different situations, depending on what you are trying to achieve. Understanding what these order types mean, and how to execute them, will help you manage your risk and return. The most basic, and common, order type is the market order. In this episode we explain what it means and how it's executed. You would have heard us talk about the 'stop loss' and how it can be used to lock in your gains or limit your losses. If you've always wanted to know what we're talking about, then this is the episode for you. This is the last episode in our lesson series for Australia's Next Top Trader. We'll continue to bring you market updates and stock tips each Monday for the remainder of the comp, and will return to the regular Equity Mates content! Hosted on Acast. See acast.com/privacy for more information.

10mins

28 Mar 2019

Rank #2

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Your Questions: Ask Us Anything - May

As always, the last episode of the month is devoted to answering as many of the questions that have come through from listeners as we possibly can. From Instagram, and Facebook, to our 'Ask Us Anything' forum, and old fashioned letters, the questions have been flying in this month. As always, ETFs were a hot topic, as was tax. In this episode you will learn: • about software for tax (or the best way to approach tax time) • our thoughts on trying to choose between ASX200 or the S&P500 • if there is a winner between Vanguard's A300 fund or High Yield Fund • how to access and IPO • about the risks with ETF liquidity if there is a run on the market • how to decipher the noise between 'we're at a market high' & 'don't worry about timing the market' If you want to ask ANY question, we have a forum just for it - Ask Us Anything Page. Of course, we'll field questions across all of our channels. How to Get Involved in Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) PS No-one has written a letter to us asking a question... they have sent Christmas cards though! Hosted on Acast. See acast.com/privacy for more information.

31mins

29 May 2019

Rank #3

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Basics: 5 Styles Of Investing - From Balance Sheets To Super Computers

Knowing what style of investing works for you, so you can minimise you risk and maximise your returns, is one of the most important things any investor needs to know. It's all about playing to your strengths. Ideas and techniques rapidly change, and everyone has their own opinion on what makes a good investment. It's an individual game. This episode we look at what we think are the five main umbrellas of investing. In this episode you will learn: • What the five main styles of investing are • The key differentiating characteristics between styles • Some of the huge wins and losses from the greatest investors of these styles • Tips to help you find what style works for you Stocks and resources discussed: • Buffettology - Mary Buffett • Shopping for Shares - Tracey Edwards Hosted on Acast. See acast.com/privacy for more information.

1hr 3mins

3 Sep 2017

Rank #4

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Next Top Trader: What is a stock vs ETF vs LIC?!

The investing universe is massive. From individual companies to gold, from real estate to government debt - the options available to investors these days is unprecedented. However, this choice can also cause problems for investors, simply overwhelming them with choice and causing some of the best opportunities to never be found. In this episode, we're going to help simplify the options available by covering off the largest 3 - Stocks, ETFs and LICs (called closed-end funds in America). While there are more options out there, these are the major options available on Stake. In this episode you will learn: • Quick recap on stocks • About Exchange-Traded Funds and the options available for the competition via Stake. • What Listed-Investment Companies are, (aka Closed-End Fund in America) and what the offer for investors Hosted on Acast. See acast.com/privacy for more information.

9mins

21 Mar 2019

Rank #5

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Basics: Okay, So You Want To Start Investing?

85 episodes in, who would have thought?! We've learnt a lot over the past 18 months, and the Equity Mates community has grown significantly, along the way. Firstly, a huge thank you to everyone for joining the journey, as we all learn to invest. We wouldn't be where we are today without you all. Secondly, with many joining the show in the last few months, Christmas and the 100th episode just around the corner, we thought it would be a great opportunity to revisit some of our Basic 101 episodes we've done, and wrap them up into a 'what you need to know to get started' episode. In this episode you will learn: • What your investment options are when your start • Why we think stocks are king • The 3 main ways you can invest in stocks • Why the share market is the greatest wealth-creating machine known to man • The importance of keeping track of fees Stocks and resources discussed: • Basics 101 episodes - Essential Learnings • 4. How To Buy Shares • 17. From balance sheets to supercomputers: The 5 Styles of Investing • 45. $1000 to $4.3 million | Fees • 50. WTF Is An ETF? | ETF 101 BetaShares • 66. The first decision every investor makes | Investing Platforms Hosted on Acast. See acast.com/privacy for more information.

26mins

11 Nov 2018

Rank #6

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Basics: Dividends - Money For Nothing

There are two main ways to make money with stocks. The first is from the capital growth, that is selling it higher than you bought it for and making a profit. The second way is through taking a share of the company's profit. As an investor you are a part owner of the company, so when they make a profit, some companies decide to share that profit among all their investors, and this is paid in what is known as a dividend. Who doesn't like free money?! Dividends are a great form of income for investors and something you should consider next time you're looking to invest. In this episode you will learn: • What a dividend is • How you can make money from dividends • What a dividend yield is • Which companies pay dividends and which don't • Which companies are paying the highest dividend in Australia • What franking credits are and how they impact your tax return Hosted on Acast. See acast.com/privacy for more information.

47mins

4 Feb 2018

Rank #7

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Expert Investor: Mark Bernberg - The Biggest Investing Opportunity Since The Creation Of The Internet

The Cannabis industry has been on our radar for a while now, but it's still so early on in its growth (pun intended). There's a lot to learn about the industry, and we believe it's important to start understanding it now, as the investing opportunities are potentially immense. That's why we sat down with founder and CIO of the Green Fund, Mark Bernberg. The Green Fund is a global research house, covering the global cannabis industry with a specific focus on the APAC region. Mark also runs a fund, specifically investing in cannabis, for sophisticated investors. He has a deep knowledge of the industry and provides us with some fascinating insight into the future growth trajectory of the cannabis industry. In this episode you will learn: • What sparked Mark's interest in medical marijuana • Some of the key stats about the industry: value, projected growth and some of the big players • Why you should back out of investing in the supply side • The environment in Australia, and the role we'll play as the industry grows • Where investor's money is flowing at the moment • How you can get exposure to the industry as a beginner investor • Why the retail and pharama spaces are the one sto watch for future investing opportunities Stocks and resources discussed: • The Green Fund - Mark's research house • Mark's Paper Portfolio • Canopy Growth • Aurora Cannabis • Tilray • Cronos • CannTrust • ETF - Horizons HMMJ - Largest in the world How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

52mins

3 Jul 2019

Rank #8

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Book Club: Liar's Poker

Welcome to the inaugural Equity Mates Book Club! As we speak to more and more expert investors, we keep hearing the same thing - the importance of reading. So we've started our own Equity Mates Book Club so you can join us in reading and discussing some of the best investing books around. Hopefully it makes the task of learning about investing just that little more enjoyable. First up, we have Liar's Poker by Michael Lewis. Lewis is the best-selling author of Moneyball and The Big Short. This is his first book, about his time at Salomon Brothers - a bond trading firm in the 1980's. Salomon was a high-flying firm that lived up to a lot of stereotypes of Wall Street in the 1980's until it all came crashing down. To keep up with the Book Club, see past and future month's reads and to buy any of the books we discuss - check out our Book Club link below. https://equitymates.com/bookclub Hosted on Acast. See acast.com/privacy for more information.

18mins

1 Nov 2018

Rank #9

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Expert Investor: Pete Matthew - The Main Pillars Of A Long-Term Portfolio

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'.This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments.We also touch on:The main pillars of a portfolio you would establish for a 22 year old to add to over timeThe FIRE movementUsing leverage as a millennialReinvesting incomeGoal setting, and using stocks to achieve themCommon biases that people should avoidWe asked the Equity Mates community for questions for Pete, and have asked them throughout the interview.Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

50mins

11 Mar 2020

Rank #10

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Expert Investor: Warren Speaks, We Listen: 2019 Berkshire Hathaway Q&A - Part 1

There were two big celebrations of investing over the weekend. In the Southern Hemisphere - the Equity Mates 100 Episode Party. In the Northern Hemisphere - Berkshire Hathaway's 2019 Annual Meeting. The Berkshire Annual Meeting (also known as Woodstock for Capitalists) is a celebration of all things Warren Buffett, the 88 year old stock market genius, and his offsider, 95 year old Charlie Munger. One highlight of the weekend is Warren and Charlie's Q&A. This year they sat on stage and answered questions for almost 7 hours. We've listed to the full 7 hours so you don't have to, and pulled out some of our favourite questions. Here are our favourite questions from the first 3 and a half hours of Berkshire's Q&A (Part 2 will come out next Monday). Questions in this Episode: • Stock Buybacks Q1 - 6:05 • Stock Buybacks Q2 - 9:57 • Most fun investment - 11:43 • Kraft Heinz - 15:38 • Wells Fargo - 22:31 • 5G Technology and Managing Change - 33:19 • Amazon and Google - 38:30 • Private Equity - 46:34 • Long-Term Investing - 56:12 • Bitcoin - 1:02:12 How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

1hr 6mins

8 May 2019

Rank #11

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Deep Dive : Pharmaceutical Industry

The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest. We continue with our Industry Deep Dive series and jump into pharmaceuticals. In this episode you will learn: • about the revenue and growth of the industry • about the Pharmaceutical Benefits Scheme, and its impact on business • about the role patents play in protecting the profits of companies • what are the main industry threats • who the big players are in the industry • what the best way is to get exposure, domestically and internationally How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

26mins

6 Oct 2019

Rank #12

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Expert Investor: Mates Of Equity Mates w/ Peter Knespal - All Things Bonds

It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset we've wanted to explore a little deeper, so this was the perfect opportunity. Knes has a lot of knowledge about bonds, and breaks it all down for us so we can wrap our heads around it - hopefully, you can too! In this episode, you will learn: • What bonds are • How bonds differ from equities • The size of the bond market vs the global equity market • How bond pricing works • What is meant by the terms coupon, floating and fixed • What a hybrid is and how they differ from bonds • How you can access the bond market as a retail investor How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

53mins

2 Oct 2019

Rank #13

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Expert Investor: Jonny Wilkinson, Equitise - Crowdfunding Innovative & Early-Stage Companies

We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equitise. In this episode, we chat with the Co-founder and Director of Equitise, Jonny Wilkinson. Equitise is an equity crowdfunding platform, allowing Australian and New Zealanders to invest in early-stage companies in return for equity. It has the potential to be an exciting addition to your investment portfolio! In this episode you will learn: • Who Equitise are and what equity crowdfunding is • Why a business would choose to crowdfund over VC, or debt • Pro's and con's of crowdfunding • How to buy into a company through Equitise • Some of the major success stories that have used Equitise to raise money • About the current state of the Australian VC market • Plus much more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

59mins

8 Sep 2019

Rank #14

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Summer Series: Dexus Property Group (ASX: DXS)

In this episode we continue with our 2019/20 Summer Series, where we take a shallow-dive into companies that have been selected by the Equity Mates community. We had 180 submissions for companies to explore, so randomly picked 10. The idea of these episodes is to show how you can begin to research a company, where to look for information and what are some of the key things to consider.For this episode we are looking at a Real Estate Investment Trust - Dexus Property Group. We unpack what a REIT is, and discuss the $31.8 billion worth of property that Dexus manages. We also discuss some of the unique financial metrics you can examine when researching REITs and why they matter.In this episode we:discuss what the company doestake a look at their financial position and financial summarybreakdown some key elements of their business modelhave a crack at a valuationclose with a fun factWant more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

20mins

5 Jan 2020

Rank #15

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Basics: Central Banks & Interest Rates

Unless you've been in a submarine, blocked off from worldly communication, it would be pretty fair to assume you've heard a lot about central banks and interest rates in the media. Particularly over the past couple of years. We're going through a period that is arguably quite unprecedented, and the role of the central bank is coming into question - do they have the influence they once had? In this episode, we break down central banks and interest rates, to help you piece the economy together. We answer the following questions: • What are central banks? • Why are we talking about them now? • What are the goals of a central bank? • What is their role in the economy? • How do they achieve their goals? • What are interest rates? What is QE (quantitative easing)? • Which country has the lowest interest rate and which has the highest? Knowing the role of central banks and interest rates will go a long way to helping you form a solid base understanding of the economy. How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

41mins

8 Aug 2019

Rank #16

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Expert Investor: George Lucas - CEO of Raiz (formerly Acorns Australia)

Trying to save without sacrificing your current lifestyle is often one of the biggest hurdles you will probably have to overcome in order to hit your savings goals. However George Lucas, CEO of Acorns Australia, believes that his company's micro-investing app Acorns is the perfect tool that not only helps you save without feeling the pinch but also helps to improve your understanding of the markets and your financial literacy. This week Bryce sits down with George to dissect his investing career and Acorns. In this episode you will learn: • The best way to use Acorns, according to the CEO • How George buys high, sells low (controversial, I know!) • What George wishes people understood about the financial markets • How markets have changed overtime • How to build resilience in your portfolio Stocks and resources discussed: • The Fountainhead - Ayn Rand (George's 'must read' book) • Acorns Australia Website Hosted on Acast. See acast.com/privacy for more information.

34mins

29 Oct 2017

Rank #17

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Expert Investor: Investing In Companies Of The Future | Chris Wheldon

In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs).We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies.To kick us off, we sat down with Chris Wheldon - an incredibly intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.In this episode you will learn:How Chris' career took him to New YorkThe concept of a 'high conviction fund'What it means to invest by looking through the windshieldThe importance of patienceWhat is appealing about StarbucksThe research process for Chris' fundPlus much, much more!Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

40mins

12 Feb 2020

Rank #18

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Tips & Tricks: Introduction to Valuation

Valuing a stock - for many people it is the hardest part of investing. How do you put a specific dollar value on a stock?Both of us at Equity Mates have found this the most difficult part of learning to invest. So in this episode we break down what we've learnt over the past 3 years of this podcast.In this episode you will learn:The different types of value investors talk about: enterprise value, book value and market valueThe difference between relative valuation and absolute valuationDifferent methods of relative valuation - price-to-earnings, price-to-sales and price-to-bookThe theory about absolute valuationThree methods of absolute valuation we won't be discussing (but you're welcome to Google if interested)Discount cash flow (DCF) - what it means and what you need to knowReverse DCF - a twist on your discount cash flowThe effect that changing your assumptions can have on your valuation (a.k.a why you need to take the price you get with a grain of salt)Roger Montgomery's valuation method in his book Value.AbleResources Discussed:Equity Mates Reading List - Including Value.Able by Roger MontgomeryGuruFocus WebsiteTo get involved in the Equity Mates community - visit our socials and website here.Equity Mates Investing Podcast is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

24mins

8 Dec 2019

Rank #19

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Basics: How To Buy Shares

The number one question on everyone's lips - how do I actually buy shares? There's no point in us harping on about companies and exchange traded funds (ETFs) and indexes if you don't know how to actually buy them! In Episode 4 we answer the question "How do I buy shares?" In this episode you will learn: • That it is really easy to buy shares! • Everything you need to know about buying a share • What is a broker, and where to find one • How much it costs to buy a share • Australian Stock Exchange (ASX) codes, and how to look up a stock • Why bee theft has increased in New Zealand and • All the latest weekly news that we've found interesting Stocks and resources discussed: • PM Capital Global Opportunities Fund (ASX: PGF) • Australian Agricultural Company (ASX: AAC) • Capilano Honey Limited (ASX: CZZ) Hosted on Acast. See acast.com/privacy for more information.

36mins

4 Mar 2017

Rank #20