273 épisodes

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

    • Investissement

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!

    EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

    EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

    Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay!
    In this episode, we:

    Review current satellite portfolio and decide if we want to sell

    Review your feedback on the last two episodes

    Determine our starting position in cash; starting position in portfolios

    Decide our weighting for core portfolio

    How much cash in the core portfolio 

    Acknowledge your stock submissions

    Introduce you to the concept of Expert Watchlist


    Remember, you are part of our investment committee, so submit your thoughts and stock recommendations 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/

    • 25 min
    Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China

    Expert Investor: Christopher Joye - Fixed-Interest Investing & The Importance Of Understanding China

    Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments.
    Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”.
    In this episode:

    we discuss what fixed-income investing is

    we go back to some of the basics, to understand investing in bonds

    unpack Chris' investing philosophy

    we talk about the role of fixed-income in a beginner portfolio

    Chris shares his views on the Australian housing market, the US election, and China's decoupling from the West

    understand why it is important to know that Xi Jinping is 180cm tall!

    Plus much more


    Follow Chris on Twitter, or check out Coolabah Capital's website.
    _______
    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/

    • 1h 6 min
    Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July

    Your Questions: Management, Margins & Fake Meat | Ask Us Anything - July

    We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.
    In this episode we answer questions on:

    Tax implications of rebalancing your portfolio

    Investing with COVID uncertainty

    Participating in share reinvestment plans for international shares

    The opportunities to invest in the fake meat trend

    Lessons we've learnt since we started the podcast

    Thoughts on thematic ETFs

    Determining a 'good' management team

    Investing with options

    Investing with leverage: margin loans and NAB equity builder

    Building a core portfolio of overseas ETFs


    If you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.

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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/

    • 34 min
    Expert Investor: Emilie O'Neill - The Research Process For ESG Investing

    Expert Investor: Emilie O'Neill - The Research Process For ESG Investing

    Emilie O'Neill is an ESG and equities analyst for Perennial and does a large portion of the research for the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ).
    In this episode we were interested in understanding the day-to-day work of a research analyst, and the process Emilie follows to uncover stocks that fit in the ESG universe, and eventually end in her portfolio.
    In this episode, you will learn:

    The story of Emilie's first investment

    What the Future Impact Small Caps Fund is, and

    What the fund is trying to achieve

    How Emilie and eInvest define ESG and the difference between a dark green and light green company

    About negative and positive screening, and exclusion lists

    The research process Emilie follow to uncover stocks

    The key characteristics they look for in small cap stocks

    Plus much, much more!


    For more information about what was discussed in this episode, head to www.einvest.com.au/equitymates
    ———————
    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/

    • 45 min
    Bonus: Andrew Brown on Afterpay (ASX: APT)

    Bonus: Andrew Brown on Afterpay (ASX: APT)

    Afterpay (ASX: APT) has captured the imagination of every Australian investor recently. Up more than 700% since the depths of COVID in March, it is leading a collection of Buy Now, Pay Later stocks that have seen unbelievable returns over the past few months.
    The company recently released a share purchase plan (aka capital raising) to the market - selling shares at $66 per share. With a lot of questions in our Equity Mates community around this capital raising, we called Andrew Brown to get his thoughts on the company and the capital raising.
    Andrew Brown is the Executive Director of East 72 Holdings, an NSX-listed LIC, and a favourite expert for us here at Equity Mates. He always has interesting opinions and great insights into what's happening in markets, so we thought there was no one better to get on the phone for a quick bonus episode.

    • 17 min
    EM Portfolio: Building our core portfolio

    EM Portfolio: Building our core portfolio

    In today's episode we continue building our renewed hypothetical portfolio. We are taking a 'core and satellite' approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio.
    In this episode you will learn:

    The principles of a 'core and satellite' portfolio

    Our investing philosophy for our core portfolio

    The rules we will be applying for this portfolio

    How we are thinking about portfolio construction and rebalancing

    Some key asset classes that can be included in a core portfolio

    Examples of core portfolios

    The first six ETF's we will be holding in our core portfolio


    When listening to this episode it is important to remember that nothing discussed forms specific investment advice or an offer to buy, hold or sell individual securities. We are not investment advisors and are not aware of your personal financial circumstances or goals. The discussions are general in nature and are had for the purposes of financial education. Before investing please ensure you do your own research, reach the PDS available and speak to a financial advisor if you have any questions.

    ———————

    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/

    • 38 min

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