304 episodes

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!

Equity Mates Investing Podcast Equity Mates Media

    • Investing
    • 4.8 • 631 Ratings

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!

    Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio

    Meet the Investor: Hamish Douglass on US Election, COVID and Magellan Portfolio

    Hamish Douglass and Magellan Financial Group are having a moment. With strong returns and $100 billion in funds under management, there may be no fund manager more in demand than Douglass. Aside from Warren Buffett and Charlie Munger, Douglass may be the most requested fund manager from the Equity Mates community.
    While we are yet to get Douglass on the podcast, in this episode we've got the next best thing. Douglass recently did an update for Magellan investors that included a hour long Q&A on everything from the US election to the IPO of China's Ant Financial.
    In this episode we feature Douglass' Q&A in its entirety, so you can hear from one of Australia's greatest investors.
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    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 1 hr 8 min
    Expert Investor: Rory Lucas - Investing with Purpose

    Expert Investor: Rory Lucas - Investing with Purpose

    Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone.
    Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts & Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them in a listed investment company (ASX: HM1).
    Hearts & Minds Investments is a unique listed investment company. It has been set up to support a variety of different charitable causes in Australia. The way it works? Every year, the best investors in Australia pitch their best investment ideas at the Sohn Hearts & Minds Investment Leaders Conference. Rory takes these ideas, invests in them through HM1 and instead of taking a management fee, every year 1.5% of the fund's assets under management are donated to charity.
    This year the 2020 Sohn Hearts & Minds conference is taking place on 13 November 2020, so we thought this was the perfect time to sit down with Rory and learn more about the Hearts & Minds conference and listed investment company.
    In this episode you will learn:

    Rory's background in finance and his first investment

    Rory's investing philosophy

    The story of how the Hearts & Minds Conference started

    How Hearts & Minds uses investing to support a number of charitable causes

    The split of the Hearts & Minds portfolio between the core portfolio and conference portfolio

    The six heavyweight Australian investors that manage the HM1 core portfolio

    The conference process and how the stocks pitched get added to HM1

    Some of the most notable companies pitched at previous conferences

    How the plans for the 2020 conference have been affected by COVID-19


    As a special offer for the Equity Mates community, we are excited to offer 20% off the ticket price for the 2020 Sohn Hearts & Minds Conference. This offer is only available for the first 25 Equity Mates to use this code, so get in quick!
    How to claim this offer:

    Head to the Sohn Hearts & Minds Conference page


    Enter the discount code 'HM1MATES'

    The ticket price should drop to $400 (down from $500)

    Fill in your details and complete the checkout process


    If you want to read more from Rory, sign up to his monthly email newsletter here.
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    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 50 min
    EM Portfolio: Community Stock Pitches & October Buys

    EM Portfolio: Community Stock Pitches & October Buys

    It's time for our October investment committee meeting, and what an episode we have.
    As per the rules of the portfolio, we add to two ETFs in our core portfolio.
    For our satellite portfolio, we hear two stock pitches from members of the Equity Mates community. Daniel and Euan both come on to walk us through stocks they believe will be great additions to the EM portfolio.
    It was awesome to have them both on - and we encourage other members to submit their ideas as well via our social channels or email.
    ———-
    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 48 min
    Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses

    Expert Investor: Rudi Filapek-Vandyck - Finding truly great, long-term businesses

    We love innovators, and we love people that challenge the status quo. That's why we had such a good time chatting to Rudi Filapek-Vandyck.
    Rudi is founder and editor of FNArena - a site with some of the best research on Australian companies you'll find. Editor Rudi founded FNArena in June 2002, having successfully built up an online financial news service in the Netherlands. His active career extends beyond three decades, including as publisher of printed magazines and investigative reporter.
    Rudi is a popular market analyst whose straight-shooting, common sense analysis and outside-the-box thinking has gathered a loyal following throughout Australia. He’s a regular commentator on Sky Business and a consultant to boutique investment firms. Rudi regularly travels around the country to share his insights and analysis live on stage with investors. He is the architect of the All-Weather Performers concept, providing regular updates for paying subscribers at FNArena.
    In this episode, we discuss:

    Rudi's story, and how he came to start FNArena

    The impact of COVID on reporting season

    The 'great debate' and what it means

    Rudi's investing philosophy

    The characteristics of great, long-term businesses

    Plus, much more!


    To read the full list of books Rudi mentioned, check out the post in the Equity Mates Facebook Group.

    If you would like to try FNArena, and all the services they offer, mention EQUITY MATES in the comments box when you sign-up and Rudi will give you a 4-week free trial.
    ----------
    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 1 hr 6 min
    The Journey Of A Millennial Getting Into The Markets - Part 3

    The Journey Of A Millennial Getting Into The Markets - Part 3

    Over three episodes, we track the journey of a millennial, who has never invested before, but knows it’s the right thing to do. We cover the basics, what he can invest in, answer all of his questions, and then watch as he finally pulls the trigger on something more meaningful than a 60-inch 4K computer monitor!
    Hopefully by the end of these 3 episodes, you too will be inspired to take your first step into the markets, as we show you how easy it can be, particularly thanks to technology and apps such as CommSec Pocket.
    In this episode we check-in on Rohan after he's made his first investment, to discuss the idea of dollar-cost-averaging, portfolio construction, and to answer all of his questions.
    Start small with CommSec Pocket. Download CommSec Pocket in the App Store or Play Store and get started today.
    --------------
    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 28 min
    Deep Dive: Video Game Industry

    Deep Dive: Video Game Industry

    One industry that has been boosted by the COVID-lockdowns is the video game industry. With hundreds of millions of players around the world and some of the world's biggest companies looking for ways to get involved, this is a fascinating industry to review.
    We were joined by a member of the Equity Mates community, Ollie Powell, who took us through this industry in great detail. As we learnt in this episode, the video game industry is undergoing big structural changes and there will be some big winners and losers. By the end of this episode you'll have a good understanding of what is changing and where this industry is going.
    In this episode you will learn:

    Background on the industry

    How virtual reality and augmented reality are being adopted

    Some of the most popular titles for consoles, PCs and mobile

    The impact of COVID on the industry

    The growing industry for watching video game content

    The outlook for the industry and how its changing

    Some of the major companies involved in the industry

    A few different ETF options


    Read Ollie's written deep dive on the Equity Mates website here.
    -------------------
    Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.
    Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.
    If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.
    Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/

    • 52 min

Customer Reviews

4.8 out of 5
631 Ratings

631 Ratings

AlenBud ,

Easy to listen to

High quality podcast, full of great info from two normal guys with a genuine interest to invest and help others.
Have heard every episode so far and always hanging for the next release. Great work keep it up.

Roominopolis ,

Equity Greats

Down to earth, knowledgeable, well rounded guys who inspire you to invest and build a future

Ao999999 ,

Great listening

Fantastic pod! Great for newbies or long time investors. Well done lads.

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