Episodios

  • Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors
    Jun 5 2025

    Today's guest is here to change how we think about large Australian stocks.


    We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market.


    If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities.


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    Thank you to First Sentier Investors for sponsoring this episode and helping keep all of our content free.


    Learn more about First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) by visiting their website.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

    • Keep up with the news moving markets with our daily newsletter
    • Check out our latest show: Basis Points (Apple | Spotify | YouTube)


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

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    41 m
  • Why housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive
    Jun 4 2025
    Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.Tune in to hear why. That's not all we unpack in another big episode of Equity Mates:A tough week for Australian miners as lithium and iron ore sell offWhy your favourite ice cream is getting more expensivePimp my Portfolio with Luke LaretiveBryce discusses Generation Development Group—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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    36 m
  • Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more
    Jun 2 2025

    How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.


    Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.


    In today's episode we also discuss:

    • Paying down debt vs investing
    • Labor’s super tax proposals and what they mean for investors
    • Investing for kids in a tax-smart way


    Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


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    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


    We’re particularly excited to share our latest show: Basis Points

    • Listen to the podcast (Apple | Spotify)
    • Watch on YouTube
    • Read the monthly email


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

    Más Menos
    47 m
  • Australia's best asset class, Michael Burry sells everything & buying property with mates
    Jun 1 2025
    Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.That's not all we unpack in another big episode of Equity Mates:Over the past 20 years, has anything beaten Aussie property?Unhelpful Desk returns as we answer your questionsNvidia's latest earnings—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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    39 m
  • Why markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity
    May 29 2025

    Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves.


    Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm?


    In today's episode we Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, to understand how this giant fund manager sees the moment and where we might be going next.


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


    Learn more about Fidelity's range of Active ETFs by visiting their website.


    —------


    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

    • Keep up with the news moving markets with our daily newsletter
    • Check out our latest show: Basis Points (Apple | Spotify | YouTube)


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

    Más Menos
    36 m
  • Uranium stocks rip, Super tax explained & why Aussie tech reaches crazy valuations
    May 28 2025

    The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate.


    In today's episode we break down the proposed changes, why they're controversial and everything you need to know.


    That's not all we unpack in another big episode of Equity Mates:

    • WiseTech has made its biggest acquisition to date
    • Uranium stocks are ripping
    • BYD continues to outpace Tesla
    • Why Aussie tech stocks reach such crazy valuations


    —------


    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

    • Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
    • Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

    Más Menos
    32 m
  • Bitcoin hits all-time highs, why Ren owns Catapult & Pimp my Portfolio with Matt Ingram
    May 25 2025

    In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped.


    The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues!


    We unpack what you need to know in another big episode:

    • Sports analytics company Catapult's latest report
    • OpenAI is getting into hardware
    • Matt Ingram returns for Pimp my Portfolio


    —------


    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

    • Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
    • Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

    Más Menos
    35 m
  • What Labor's win means for Australian Property - Sam Gordon | Australian Property Scout
    May 22 2025

    The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean.


    Today's guest is Sam Gordon, founder of Australian Property Scout.


    In today's episode we unpack:

    • What Labor promised at this election
    • How these policies will impact house prices
    • The prospect of more rate cuts
    • How Sam advises clients to navigate these changes


    —------


    Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.


    Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast


    —------


    Want to get involved in the podcast? Record a voice note or send us a message


    —------


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.


    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    —------


    Looking for some of our favourite research tools?

    • Download our free 4-step stock checklist
    • Find company information on TIKR
    • Screen the market with GuruFocus
    • Research reports from Good Research
    • 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.

    Más Menos
    28 m
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