Podcasts about equity mates media

Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world's best companies and staying disciplined through the hype.As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?We cover:Whether today's market is a bubble or justified by fundamentalsHow Magellan is positioning for the AI revolutionWhy Alan still backs companies like Microsoft, TSMC and NestléThis episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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 YouTube· Read the monthly email———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.

Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio's diversification. To go even deeper, check out our Get Started Investing episode on the topic here

Feeling nervous about investing right now? That's perfectly normal. All time highs have been reached in many places as of late- It's got some people talking about a Bubble, or impending crash. But what does that mean? Should you be worried? And how should you invest in response? In this episode we:- Explain the theory behind stock market bubbles- The impact on your investing- How we personally are investing in the current market- Five steps to take if you're worried about investing right now Links Referenced:

AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it's already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she's buying and selling right now.They cover: • Why Poland's CD Projekt could be gaming's next major success story • Practical tips for using AI to supercharge your own investing • Europe's role in the energy transition through Prysmian Group • The rise of “affordable joy” with China's Miniso • And the “spicy” pick of the week - Japan's Cover Corporation, home to virtual YouTubers taking over the internetFor listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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 YouTube· Read the monthly email———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.

One of the world's fastest-growing companies isn't in Silicon Valley - it's right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.Also in this episode:·

Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors. With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it. So today we wanted to pick his brain and understand the state of the commercial properry industry. We cover:Why office buildings are back How to achieve steady, consistent returns from property Why greenhouses are a growing part of Centuria's portfolio This episode has been sponsored by Centuria Capital. Support from partners like Centuria help us keep all our content free.If you want to learn more about Centruria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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.

In this episode we take a closer look at Big Tech's latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch 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.

Investing isn't just a financial game, it's a mental one. In fact, mindset is so pivotal to good investing, that if you're yet to start (investing consistently, or at all), the chances are it's your mindset- not your finances, holding you back. We're here to help you break out of the biases keeping you from a better financial future. In this episode we explain 4 common cognitive biases that prevent you from investing and detail how to combat each of them, so you can invest to your full potential. Links Referenced:

It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— 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 there's a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too. So on today's episode, tune in as we unpack how our personal portfolios have been going. That's not all in another big episode of Equity Mates: Good news may be coming for Australia's big miners as we enter the "bull quarter"We delve into the CHESS v Custodian debate —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Today's guest thinks we need to rethink our views on China.For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.We cover:The key changes in China we need to be aware ofThe valuation gap between Chinese companies and their western peersA deeper dive into the 'DeepSeek moment' and a look at China's AIWhere Fidelity see the most compelling opportunities——— Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Asia Active ETF by visiting their website.——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ———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 there's a monthly email ———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.

Once again, everything is hitting all-time highs. We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world.An important reminder to invest globally. That's not all in another big episode of Equity Mates: We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think)Matt Ingram is back to review a community member's portfolio We answer a community question on ethical investing —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Should you invest in the stock market or buy property? It's debate we're here to settle.In this episode we explain the role both property and stocks can play in a portfolio. It's not about either/or, its about your goals and the timing. We cover:· Why the Property vs Stocks debate is a false choice.· How and when you investing in stocks.· Knowing if or when you should buy property.· The role each asset plays in a portfolio.Links Referenced:

Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives. That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management. Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:The young accumulatorThe pre-retireeThe inheritance receiver If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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.We're particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in a quarter. In today's episode, we break it all down and tell you what you need to know. That's not all in another big episode of Equity Mates: Ren shares where he's been the past couple of weeks We review this quarter's 13F filings to see which stocks the experts are buying and selling Luke Laretive returns for the latest Pimp my Portfolio —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Today's expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO's Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).We cover:- “enhanced cash” and how it compares to term deposits.- What the RBA's stance means for income seekers.- How a fixed income ETF fits in a diversified portfolio. All benchmark performance data referenced relates to the period up to December 2024.——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— 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 there's a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

Ever been told that you need to choose between investing in property OR the stock market? We think that's wrong. In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both. We cover:- Our 5 principles of long-term investing- Pimp my portfolio featuring brave submissions from the crowd- Sam Gordon explains how to Rent-vest your way to a PPR- Live Q&A —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. —------ 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 (Apple | Spotify | YouTube) and there's a monthly email —------ Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

Fees are the silent killer of investing returns. Luckily, they've never been easier to avoid.Even a tiny fee difference can cost you thousands over time. In this episode, we break down the lowest-fee ETFs in Australia and show how to make every dollar work harder for you. We Explain:- How ETF management fees work- A worked example of the impact a tiny % difference in fees can have on your wealth over 30 years- The 3 lowest-fee Australian Index ETFs, S&P 500 ETFs and Global ETFs on the ASX- The most expensive Australian ETFs you might want to avoid Links Referenced:

Buy or Sell is back with a new host! Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling. This time she's joined by Vihari Ross, Portfolio Manager at Antipodes. They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more...—---Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. —---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) or Watch on YouTube. Read the monthly email —------ Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track 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.

Big banks are flashing warning signs, Simon's declaring the death of the core-and-satellite strategy, and Matt Ingram's back to pimp a listener's portfolio - the first brave enough to have theirs reviewed live in the studio.That's not all: Is luxury powerhouse LVMH at the beginning of a bounce back? Simon's case against the classic “core and satellite” portfolio model and his newly designed replacement for it.A listener's solid portfolio, plus a Matt's approach to debt recycling and small capsListen to: Mr Beat up on LVMH—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

This expert doesn't just talk disruption, he invests in it.And with a fund performance of 21% p.a since 2016 (that's after fees), clearly it's been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what's next on his buy list.We cover:The sauce behind Loftus Peak's long-term outperformanceHis thoughts on US tech dominance and China's comebackHow investors can position for the next wave of global growthThis episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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.

For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. How close are we to living alongside them really? Could this be the next trillion-dollar investing frontier? Bryce investigates. That's not all. Also in this episode:Major updates to the proposed superannuation tax changes.Cyber truck sales plunged- what does it mean for Tesla?Community question on Lump Sum vs DCA for $25K —Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—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)Basis PointsListen to the podcast Apple Spotify YouTubeRead the monthly emailLooking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack your portfolio with SharesightThanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)—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.

When's the last time you checked your savings rate? Some popular accounts have recently made changes, so it's time to check that you're still getting the best bang for those bucks. We were surprised just how much this list had changed in only 3 months, since we last made this episode.In this edition we share the top savings accounts as of October 2025:Top 5 accounts with conditions Top 5 accounts with no hurdles or conditions.Explain the recent changes to popular savings accounts in Australia including Up BankLinks Referenced:

Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. In this chat we cover:Why Australia's dividend obsession could be holding investors backThe new sectors Luke believes will lead the next market cycleHow to spot when a company's story no longer matches its growth—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch 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.

We're in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. That's not all, we cover:The wild rise of prediction marketsA community question on structuring your core portfolioLuke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with SharesightThanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589).------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.

Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios.We cover:The differences between each of these global ETFTwo community questions about how geared ETFs work and where to use them.When (and for whom) a geared ETF like GGBL might make sense in a portfolio.Gearing magnifies gains and losses and may not be a suitable strategy for all investors.Betashares Capital LTD is the issuer Read the PDS & TMD at betashares.com.au to see if the product is right for you. Investing involves risk.Equity Mates Media Pty Ltd is part of the Betashares Group.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

We are three months into the new financial year and we've seen a wide range of performance in different markets. Today we unpack which markets are up and which markets are down. Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect. That's not all we talk about in another big episode of Equity Mates:Warren Buffett may be 95 and retiring at the end of the year, but he's not done yetWe unpack why Japan is excluded from so many Asia ETFsWith it recent strong run, we then ask if Japan has a role in our portfolios Apple is pivoting away from the Vision Pro - but towards what? We look at where Big Tech sees the future of computing —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Knowing what to invest in and how to invest in it, can get confusing. Not only are there now more options than ever, the terms used to describe them are full of acronyms and jargon. But don't be disheartened. These terms are simpler than you might think. In this episode we explain 4 common terms you'll hear beyond single stock investing; ETFs, Indexes, Mutual Funds and LICs. By the end of this episode, you'll know what each of these terms mean and the key differences between them. Links Referenced:

Insurance: Often considered not important, until that moment when it becomes the most important thing. So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth. Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world. If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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.We're particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals? Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least). That's not all we talk about in another big episode:Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio We answer a question on 'knowing when to sell'We unpack two mental biases you need to watch out for as investors —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Think fixed income and bonds aren't for you? Today's fund manager wants you to think again. Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO. PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs.In our conversation we cover:Why more Australian investors are thinking about fixed income What the data says about active v passive management in fixed income The different options for passive income for Aussie investors What PIMCO's view on rate cuts in Australia and the US is from here—------This episode has been sponsored by PIMCO. Support from partners like PIMCO help us keep all our content free. If you want to learn more about PIMCO's new range of Active ETFs head to: https://www.pimco.com/au/en—------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.

Welcome to a very special episode of the Crypto Curious podcast — because today we hit a huge milestone… episode number 200.That's right, for nearly four years we've been here every Wednesday, helping you unpack the wild world of crypto — through the crashes, the comebacks, the memes, the meltdowns, and everything in between.And to mark the occasion, we've brought back one of the originals… Craig Jackson is back in the chair with Blake and me today. The OG crew is reunited and ready to dive into some massive stories

One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA's record takeover, Bryce's case that banks aren't boring and we finish off Super September with a round up of all your superannuation questions answered.We cover:EA's $55b take-private and what it says about private vs public markets.SMSF vs member-direct, rolling over funds, and high growth index super options.Why global banks (and a fast-growing Brazilian newcomer) might surprise you.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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.We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr 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.

If there's one thing to get right in your financial life, it's superannuation. It's the biggest free kick you'll ever get and worth bothering about.To wrap up Super September, we've built the Ultimate Super Checklist: 9 complete steps that'll make your super work harder today to set you up for success tomorrow.Listen to this episode, download the free checklist, and start ticking them off.xLinks Referenced:

Buy or Sell is back! One of our favourite episode formats is back in your podcast feeds, with a brand new host.Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital, unpacks what stocks expert investors are buying and selling.Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management. Listen to hear where Jess is seeing opportunities in markets today. —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Across most countries, education is one of the largest industries and one of the most difficult to change. Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you. That's not all we talk about in another big episode of Equity Mates:Australia's latest inflation numbers and what it means for interest rates We close Super September with our complete, 9-step Superannuation checklist Bryce's $500-to-$5k effort continues with a surprising update —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

How you structure your cashflow is the key to achieving your savings goals, no matter your income. Becca dreams of sipping cocktails in Fiji, but her budget feels messy. With a small mortgage, investment properties, and even some shares- she's built a strong base. But a recent drop in income has made it hard to balance today's spending with tomorrow's goals.In this episode, financial adviser Alex Luck joins Bryce to help Becca clean up her cashflow and prove that even on a low income, goals are still within reach.We cover:Setting up a simple account system which makes saving feel effortless.Why cashflow structure matters when it comes to hitting goals.How to balance short-term treats with long-term plans.Links Referenced:

Look for companies with a "positive growth gap".That is the message from today's expert, Frank Thornmann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand:What he means by 'positive growth gaps'How he identifies moments where sentiment and business reality diverge Managing position sizes and portfolio construction Frank's contrarian view on AI and where he sees opportunity What we're missing by not focusing on Europe How changing holding times create opportunities for patient investors —------Thank you to Schroders for sponsoring this episode. Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETFSupport from partners like Schroders helps us keep all of our content free. —------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr 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.

Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet.Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process.Tune in to hear which company was Warren Buffett's latest big win.That's not all we're covering in another big episode of Equity Mates:Super September continues as we unpack the government schemes to boost your SuperSam Gordon joins to talk all things rent-vesting and how to get into property on any budgetFind out more about Sam Gordon and Australian Property Scout on their website.Australia Property Scout Summit Tickets Available here—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

What your portfolio looks like at 60 should be very different to 20, or even 40. Your investing should evolve as your life does. In this episode, we show you how to make every decade count.It's never too late to change your financial future. At every stage of life there are steps you can take to get the most out of the years ahead.We cover:A model portfolio for each key decade; 20s, 40s and 60s.Why time is your biggest advantage in your 20s.The traps to avoid in your 40s (hello, lifestyle creep).How to de-risk in your 60s without missing out on incomeLinks Referenced:

Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own. If you'd like to chat to Charlie or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs. —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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.We're particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

Has Larry Ellison just had the best week in business history? He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age. In today's episode we unpack everything Ellison related, from Oracle, to TikTok, to Paramount and Warner Bros Discovery. That's not all we're covering in another big episode of Equity Mates:Pimp my Portfolio is back as we review the portfolio of an Equity Mates listenerSuper September continues as we unpack the big difference small additional contributions can make —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that.As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires. We unpack some of the biggest findings from the report, including:Why so many working age Australians have negative feelings towards retirementHow much Australians think they'll need for retirement (and what the data says we'll actually need)The question of retiring with a mortgage or as a renter 5 steps every Australian can take to improve their retirement —------Thank you to Vanguard Super for sponsoring this episode and helping us keep all of our content free. Explore Vanguard Super at: vanguard.com.au/super—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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?Download our free Basics of ETF handbookOr 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.

Did someone say LIVE Webinar! Nice plug Blake!! We'll be hosting a live Q+A, unpacking why this 'different' market cycle and all things crypto. See the show notes for more

Rate cuts, rate cuts, rate cuts. The financial media has been abuzz with the prospect of a rate cut in the US (despite annual inflation ticking up from 2.7% to 2.9% in its most recent reading).Today we're unpacking what you need to know. We're also sharing some timely advice from Nick Griffin, CIO of Munro Partners, about how to manage the noise at a time like this. That's not all we're covering in another big episode of Equity Mates:How to optimise your investments within Superannuation We review a listeners portfolio Discuss the opportunities to build passive income through ETFs —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

Consistent returns and time. That's the recipe for the most powerful force available to an investor; compounding. You don't need to chase crazy returns to build meaningful wealth, compounding alone can get you there. In this episode we explain how. We cover: What is compounding and just how powerful it isThe steps you need to take advantage of it.A common misconception about how compounding works.Answer a listener question about compounding inside super vs outside of itLinks Referenced:

Are we nearing a market top? Is the market overvalued? Should I wait to start investing? As markets hit all-time highs we've started noticing these questions popping up in our Instagram DMs and in the Facebook Discussion Group. So we're answering them in today's episode and explaining how we're investing at a time like this. That's not all in another big episode of Equity Mates:We unpack everything insurance in Superannuation Bryce's $500-to-$5k challenge continues - now with a second portfolio! —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------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 Basics of ETF handbookOr 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.

It's a dreaded word in investing… Inflation. If you've felt the cost of living pinch, you'll be no stranger to the corrosive effect of inflation on your finances. But what actually is it? How does it work? Why does it change? In this episode we explain everything you need to know about inflation, importantly, how you can use it to your benefit.We cover: What is Inflation and why is it so harmful?How to avoid losing money to inflation: have it working in a way that beats it.3 ways to take advantage of inflation.Links Referenced: