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Equity Mates Investing Podcast

English, Finance, 9 seasons, 815 episodes, 13 hours, 50 minutes
About
Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!
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Buy or Sell: Felicity Thomas - Lynas, AMD, Playside Studios & more

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify)—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------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. Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
7/22/202428 minutes, 57 seconds
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2024's best performing Super funds, Offset or invest in stocks & Pimp my Portfolio

As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to your offset account or investing in shares.Resources discussed: Read more about the best performing Super funds—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------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.
7/21/202432 minutes, 55 seconds
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Guzman y Gomez is going public: We speak to co-CEOs Steven Marks and Hilton Brett

On Friday, Guzman y Gomez announced their intention to list on the ASX. To talk about what next for the Mexican quick service restaurant giant, we jumped into the studio with co-CEOs Steven Marks and Hilton Brett.Here's what we cover in today's episode:The story of Guzman from one store in 2006, to more than 200 stores todayWhere they see their sustainable competitive advantageTheir ambition to reach 1,000 stores in AustraliaHow international expansion to the US, Singapore and Japan has been trackingResources discussed: Our 2020 interview with Steven Marks (Spotify | Apple | Website)Guzman y Gomez IPO Prospectus—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
6/1/202459 minutes, 33 seconds
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Welcome to Equity Mates Investing!

Welcome to Equity Mates Investing Podcast! Equity Mates is Australia’s best investing podcast for millennials. Twice a week, hosts Bryce and Ren will take you from beginning to dividend, chat to leading experts, and CEOs of companies they respect and admire. What started in 2017 as a way for Bryce and Ren to document their investing journey has grown today into a podcast to give everyday people the information, confidence and inspiration to start their own investing journeys. Tune in to join our community of Equity Mates! Hosted on Acast. See acast.com/privacy for more information.
4/19/20242 minutes, 51 seconds
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Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going

Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. In today’s episode we cover: How infrastructure is much broader than toll roads and bridges The way to analyse infrastructure assets and the businesses that own themBen and Jowell’s favourite infrastructure stocks The trillions (yes, with a t) that will need to be invested in energy infrastructure to drive decarbonisation and the energy transition Why airports have been such a great infrastructure asset Resources discussed: Learn more about Magellan Financial Group’s infrastructure funds on their websiteWant to ask a question or join us on the podcast, hit us up via our website. —------Thank you to Magellan Financial Group for sponsoring this episode. You can find out more about their range of listed infrastructure funds on their website. —------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.
3/28/202445 minutes, 50 seconds
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Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next?

In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We travel back to the pivotal year of 1983 to uncover what inspired the inception of 13D and how it has become a powerhouse in making stock market predictions. Then we are taking a closer look at some of their most significant predictions over the past four decades, the ones they got right, and even those they missed. Amidst an abundance of financial media predictions today, we discuss how to approach and assess these forecasts. Moreover, Kiril, who has served as an advisor to some of the best investors in history, such as Stanley Druckenmiller, shares invaluable lessons and traits every aspiring investor should emulate.Big announcement from us – we’ve written a new book! It’s coming out on 22 August and you can pre-order now from Amazon or Booktopia. Keep your ears out for events that’ll celebrate the launch, but we look forward to sharing it with you!Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
7/23/202338 minutes, 36 seconds
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Expert: Dominick D'Angelo - Tesla to fall over 50% by the end of 2023

We met some fantastic investors on the Equity Mates US Tour, and Dominick D'Angelo was no exception. Dominick is a research analyst at O'Keefe Stevens Advisory and an adjunct professor at Nazareth College, where he teaches Introduction to Investments and Investment Analysis.We discussed:What ties Nvidia, Qualcomm, Bank of Ireland, Amgen, and Corning togetherAdvice for students who want to work in the industry The biggest lessons Dominick learned from the 2022 correctionHis big predictions around Tesla and BitcoinThe areas of the market capturing his curiosityLinks and resources:@OSA_Rochester https://twitter.com/OSA_RochesterJoel Greenblatt Lecture Notes: https://archive.org/stream/JoelGreenblattClassNotesOnSpecialSituationInvesting/Joel-Greenblatt-Class%20notes%20on%20Special%20situation%20investing_djvu.txtAswath Damodaran: https://www.youtube.com/@AswathDamodaranonValuationLL Flooring: https://seekingalpha.com/article/4587904-ll-flooring-poor-business-model-unattractive*****Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.
5/31/202350 minutes, 19 seconds
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Expert: Luis Sanchez - $500,000 for internet in the sky | GoGo (NASDAQ: GOGO)

The US tour continues, and in this episode we're in New York City!We sat down with Luis Sanchez - just around the corner from Times Square - who is the founder and managing partner of LVS Advisory, an investment firm offering active strategies. We had a fascinating discussion, going deep on GoGo - a leading provider of internet connectivity to business jets in North America. It's big money...In this interview, we discuss:Luis' investment philosophyWhat makes a great long-term investmentThe bull case for GOGO Inc. (NASDAQ: GOGO) Why Gogo won't be outmuscled by Elon Musk and StarlinkThe best investing resourcesAs discussed in the episode, Luis' Q1 investor letter can be found here and the detailed write-up on Gogo can be found here.*****Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.
5/28/202345 minutes, 47 seconds
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Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour

The Equity Mates US Tour continues, thanks to Milford Asset.In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM.We really enjoyed this interview. Jeremy is the founder of Right Tail and focuses on buying undervalued, high-quality businesses through fundamental research. We unpack his investment philosophy and how he develops high conviction for his portfolio of 8-15 stocks. We also discuss where he's seeing opportunities in the market at the moment, using car dealerships as a case study. We want to say a huge thanks to Milford for supporting the Equity Mates US Tour.Milford are a leading New Zealand fund manager and are now available for Australian investors and advisers.Milford’s flexible, active management strategies and high-performing, globally experienced investment team aim to deliver strong long-term returns while managing downside risks.Find the Milford funds on your trading platforms or at milfordasset.com.au, and before you invest, be sure to read the Fund’s Product Disclosure Statement and Target Market Determination found at milfordasset.com.au**********Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.
5/24/202352 minutes, 14 seconds
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Expert: Rachel Cruze shares how she disagrees with her Dad, Dave Ramsey.

You would have thought that growing up with Dave Ramsey as your Dad, you’d be on a home run money wise. But Rachel is pretty honest on all her channels about how she’s a natural spender, and that she’s really had to learn how to manage her money, and creating an effective budget has been a key to giving herself a sense of freedom. She currently hosts a Youtube channel called The Rachel Cruze show which she developed as a home blog with herself and a video camera to a channel that employs over 20 people. She joins Alec and Bryce to chat about the things that she prioritises when it comes to personal finance, her investing journey, and the one thing she disagrees with her dad, Dave Ramsey about. If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
5/3/202335 minutes, 48 seconds
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Bonus: $18 a month for heated seats: Car companies are adding monthly subscriptions

Imagine you’ve just bought your dream car. It’s a new BMW that you’ve been saving up for all your life – and it’s set you back a tidy $80k. The obvious first step is to take a long drive! After all, the weather is beautiful, and this is the best way to experience the drive! Life is pretty good.Then you start to feel a little chilly, so naturally you go to turn on the in-built seat warmers for a little extra comfort. Suddenly, this dream turns into a nightmare. The display screen flashes a sign saying ‘you have not subscribed to the seat w arming package, you will be charged per minute to access this feature.’ What the?It’s not just a first world nightmare though – this is something car companies are doing! Today Bryce and Alec ask – why are carmakers charging monthly subscriptions? And what does the future of buying a car look like?Tell us what you think of The Dive – email us at [email protected]. Follow our Instagram here, or find out more here. Stay engaged with the Equity Mates community by joining our forum. Looking for a gift for a loved one this Christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!In the spirit of reconciliation, Equity Mates Media and the hosts of The Dive 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. *****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.The Dive is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
12/8/202223 minutes, 8 seconds
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After 5 years of Equity Mates, Bryce has figured out that diversification works

Bryce & Alec discuss what they've learnt this week in the markets. Speccy Magee returns with his party hat on, and we finish off this episode with a sample of our new companion to THE DIVE podcast ... we're calling it THE HEADLINES and you can have listen to a sample at the end of this entertaining ep.****FINFEST is ONLY 33 DAYS AWAY! The market’s closed and the bar is open. Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, it’s an inspiring and empowering event for investors of any level of experience.15th October, 2022 Sydney - Head to equitymates.com/finfest Equity Mates' FinFest, powered by Stake*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
9/25/202234 minutes, 25 seconds
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Expert: Natalie Brunell - Update from world of Bitcoin | Coinspot

Natalie Brunell is a podcast host, educator and media commentator in the Bitcoin space. (Natalie Brunell @twitter)Her popular podcast, Coin Stories, features interviews with Bitcoin thought leaders about their backgrounds, conviction for BTC, and headlines related to finance and economic issues facing society. Coin Stories is the #1 woman-hosted Bitcoin podcast in the world.In this episode Bryce and Alec delve deep with Natalie's help to better Understand the crypto ecosystem.This episode brought to you by CoinSpot…trusted crypto exchange.https://www.coinspot.com.au/Books mentioned in this episode: The Bitcoin Standard The Fiat Standard The Bullish case for BitcoinThank you to CoinSpot for sponsoring FinFest. FINFESTCalling all bulls, bears and party animals.Come and trade ideas at Australia’s biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it’s an inspiring event for investors of any level of experience.Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake****Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
8/18/202237 minutes, 28 seconds
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Bonus: The Dive - Just billionaire things: Elon Musk wants to buy Twitter

In light of the news this morning, we've dropped this episode of The Dive in your feed. Make sure you're subscribed to keep up to date with all the news as it happens. On Friday, Sascha and Alec unpacked why Elon Musk would want to buy Twitter? Whether you consider Elon an eccentric, and unreliable leader, or an unrelenting champion of free speech, he’s achieved an extraordinary amount. He’s an entrepreneur, investor, and is currently the world’s richest man. He's busy as well - he's the founder, and CEO of SpaceX; & Tesla, founder of The Boring Company; and co-founder of Neuralink and OpenAI. So when we read that he’d made an offer to buy Twitter - the social media company where he’s amassed 83 million followers - we had to talk about it.Tell us what you think of The Dive - email us at [email protected] via Spotify here or Apple here or wherever you get your podcasts. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
4/25/202223 minutes, 2 seconds
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Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners

Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would end up on the list of macro moments like the tech bubble, global financial crisis and European debt crisis. The memo warned that you can’t just own an amazing business regardless of valuation. Now, twelve months later, TDM have published a follow up memo. And we have one of the memo’s authors, Andy Simon, joining us to discuss it today. Andy Simon is a member of the investment team at TDM Growth Partners. TDM is a private investment firm that was founded in 2004 and has compounded client capital at over 25% per annum for 17 years. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
3/2/202239 minutes, 8 seconds
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Crypto Week: CEO Series - Blake Cassidy - The Next Evolution Of Crypto Investing

Blake Cassidy is CEO of Bamboo. Bamboo is Australia’s first crypto micro-investing app, allowing investors to invest in Bitcoin, Ethereum, Gold and Silver. Blake took over as CEO in November 2020 and is working to scale up Bamboo in Australia and preparing to launch overseas.BambooTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upYouTube links that explain what Bryce was talking about: From Hope to Insolvency: Has Everything Changed? (w/ Raoul Pal): https://www.youtube.com/watch?v=FKLabPm1D-g&t=1460sThe Bitcoin Life Raft: The End of Monetary & Fiscal Policy As We Know It (w/ Raoul Pal): https://www.youtube.com/watch?v=qL2LfVRl3J0&t=4sThere's a lot of noise out there, but we've partnered with two companies that we believe in when it comes to the crypto space.Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealthMake sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial... Hosted on Acast. See acast.com/privacy for more information.
3/31/202140 minutes, 18 seconds
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Expert Investor: Michael Frazis - Frazis Capital Partners

Here at Equity Mates, we love finding up and coming Australian fund managers that have interesting perspectives and different approaches to markets. In this episode we speak to Michael Frazis, portfolio manager of Frazis Capital Partners, who certainly fits that description.Michael has just come off an incredible year in 2020, beating his benchmark index by more than 100%! In this interview we unpack his unique investment philosophy, some of the companies that have driven his returns and his view on two sectors of particular interest to him - technology and life sciences. In this episode you will learn:How Michael when from studying chemistry at Oxford to managing his own fundWhy Michael looks for companies with “customer love” and “incredible growth”His take on traditional valuation metrics and why he’s happy to invest in companies losing moneyHis investment thesis for some of the hottest stocks in markets today, including Tesla and AfterpaySome of the companies Michael finds interesting in the life sciences spaceWhy Frazis Capital takes a ‘customer first’ rather than ‘management first’ approach to research*****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel. Hosted on Acast. See acast.com/privacy for more information.
3/3/202146 minutes, 27 seconds
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Who Are We & What Do We Do?

Welcome to Equity Mates Investing Podcast! You have come to the right place if you're looking to start your investing journey. Equity Mates break down the world of investing, from beginning to dividend, to make the markets accessible for you. There's no jargon, no bulls*it, just entertaining and informative content delivered in laymen's terms. Have a listen to our trailer, and then join us on the journey of investing. We look forward to having you onboard! Hosted on Acast. See acast.com/privacy for more information.
10/24/20192 minutes, 36 seconds