Equity Mates Media

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チャンネル • 9個の番組

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アップデート：週2回
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アップデート：毎週
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2025/07/01
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アップデート：毎週
ビジネス

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2021/07/15

5月18日 · ビデオ

This checklist helped me finally pick my investing platform | Jess Gets Investing

Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them. She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change. It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs. Rather than just talk the checklist in theory, she wanted to run a real platform through it. BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time. There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at. Chapters 00:00 Intro 02:06 What is a brokerage platform? 05:41 What can I actually invest in? 06:54 What are the fees? 09:38 How is my money held? CHESS vs custodial 12:53 How does tax reporting work? 15:06 Anything else to consider when choosing a platform? 16:52 How do I actually make my first investment? 19:41 Can I automate recurring investments? 21:07 How to sell an ETF 21:28 What else a beginner should know 23:55 Trends Matt sees with beginner investors Links Mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us Submit here 🎟️ FinFest tickets - Register for early bird here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. ——— Get Started 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.

5月18日 · ビデオ

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27分
5月12日 · ビデオ

Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful

Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them. Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets. Chapters: 00:00 Introduction 01:22 Lessons from Yale Model 04:38 Equity Market Trends 08:58 IPOs & Liquidity Shifts 12:45 Boring but Beautiful Businesses 18:00 Active vs Activist Approach 21:02 Valuations & Risk Strategy 24:36 Active vs Passive Debate ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points 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.

5月12日 · ビデオ

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27分
3月5日

4 steps to find winning software stocks with Ben Arnold

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue? Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7. In this episode: 00:00:00 Investing Beyond The Mag Seven 00:03:34 AI Spending: Boom Or Bubble? 00:10:01 Why This Isn’t Another Dotcom 00:19:32 Finding Opportunities At Market Highs 00:25:31 Two Global Stocks With Upside 00:36:51 One Exceptional Company Explained Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 Stocks and ETFs mentioned: Schroder Global Equity Alpha Fund (ASX: ALPH) Oracle Corporation (NYSE: ORCL) Alphabet Inc. (NASDAQ: GOOGL) Microsoft Corporation (NASDAQ: MSFT) Amazon.com, Inc. (NASDAQ: AMZN) NVIDIA Corporation (NASDAQ: NVDA) Broadcom Inc. (NASDAQ: AVGO) Arista Networks, Inc. (NYSE: ANET) Monster Beverage Corporation (NASDAQ: MNST) Morgan Stanley (NYSE: MS) Tesco PLC (LSE: TSCO) GSK plc (LSE: GSK) AstraZeneca PLC (LSE: AZN) Commonwealth Bank of Australia (ASX: CBA) Tapestry, Inc. (NYSE: TPR) Zoom Communications, Inc. (NASDAQ: ZM) ———— This episode is sponsored by Schroders. You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) 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.

3月5日

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43分
2020/10/19

1. ETFs For Beginners - Basics 101 w/ BetaShares

ETFs For Beginners with BetaShares is a series to help you understand everything you need to know about ETFs when you're starting your investing journey. Over 3 episodes we unpack all the kay elements from the basics, through to the administration after you buy. In this episode we sit down with Ele De Vere from BetaShares, to walk through the basics. We cover: What is an ETFWhy ETFs are a good option for beginnersETF and index terminologyDividends and dividend reinvestment plansUnderstanding feesInvesting goalsPlus, much more! Once you feel confident with the concepts in this episode, listen to the second one in the series where we take a deep dive on all of the options available. This series is also available to watch on YouTube. BetaShares is a leading manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Founded in 2009, their aim is to provide intelligent investment solutions to help Australian investors meet their financial objectives. ———- 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/ Hosted on Acast. See acast.com/privacy for more information.

2020/10/19

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26分
4月27日

My first financial adviser meeting: how to actually set goals | Jess Gets Investing

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had. So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare. We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life. This recording was the first time the two had met and Glen takes Jess through the same process as any new client. But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting. Chapters: 00:00 Jess Faces First Advice Session 05:15 Listener Andrew Shares His Turnaround 10:25 Glen Maps Jess Money Goals 16:25 Super, Insurance And Big Decisions 22:17 Planning For An Unknown Future 28:26 Dream Life By The Water Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. ——— Get Started 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.

4月27日

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32分
2021/06/24

Unlearnings... unpacking those hard-wired money ideas.

In this episode we think about our upbringing and how that might influence the relationship you have with money, and the expectations you have for a partner... or the hunt for a partner. White Ribbon Executive Director Brad Chilcott joins Zoe and Carmel to talk about the work of White Ribbon and his own personal understandings with money. Then the team hear from a number of their community members as they reflect on how their relationship with money has affected their relationships. Don't forget to follow us on insta for memes and details between the episodes. * If this has brought up any concerns or triggered any personal feelings for you, always seek help. We recommend: Lifeline on 13 11 14 QLife (LGBTQIA Specific) on 1800 184 527 Beyondblue on 1300 224 63 * 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? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Meet Pay Love is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

2021/06/24

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31分
4月14日

Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)

If you've ever wondered how the pros really pick fund managers, this episode is for you. This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group. Plus, we discuss the red flags advisers should look out for when backing funds. In this episode: 00:00 SMA Boom Explained 03:23 Assessing Fund Managers 09:02 Local vs Offshore Debate 11:58 Culture Drives Performance 13:56 Portfolio Construction Strategies 18:42 Navigating Market Volatility 22:38 Alignment and Growth Challenges 23:03 Building a 3-Asset Portfolio 25:13 Why Managed Accounts Matter 📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM) This episode was recorded on the 8th of April ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ———- Basis Points 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.

4月14日

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27分
3月10日

Kerr Neilson on oil shocks and why gold will hit $8,000

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings. He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets. Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world. His message is clear. The biggest opportunities often lie where capital has been scarce. In this episode: 00:00 Why Contrarian Investing Still Works 03:00 Where ETF Crowding Creates Opportunity 06:00 How Oil Shocks Could Reshape Portfolios 08:42 Balancing Gold, Cash And Real Assets 11:20 What Samsung And Platinum Signal 16:10 Where Advisers May Find Mispriced Value 📈 Stocks and ETFs Mentioned: Samsung (KRX: 005930) Impala (JSE: IMP) Petrobras (NYSE: PBR) Sky Metals (ASX: SKY) Valterra Platinum (JSE: VTR) 🎟️ Join us at the Basis Points Boat Party, get your tickets here. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). 0.50 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour) Complete the quiz here to claim your points ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ———- Basis Points 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月10日

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30分
2月3日

The risk hiding in your client’s portfolio - Ben Preston | Orbis Investments

”Conventional wisdom will tell you that the lowest risk portfolio you can have is to have 70% of your assets in one country…that's a violation of common sense.” Ben Preston Portfolio Manager at Orbis Investments, warns that in markets dominated by a handful of mega-caps, portfolios that look diversified on the surface- may be carrying far more risk than advisors realise. We sat down with Ben to unpack where diversification breaks down and find out how advisors can better identify this hidden concentration risk. In this episode, you’ll learn: How benchmark alignment can increase portfolio risk in narrow markets.Why historical bubbles reveal the dangers of perceived diversification.Practical ways to assess diversification across geographies, styles, and currencies. Chapters: 00:00:00 – Rethinking Portfolio Diversification Risk 00:05:45 – Understanding Today’s Narrow Market 00:09:01 – Benchmarking And Concentration Exposure 00:14:15 – Defining Diversification Across Scenarios 00:18:52 – Broadening AI Exposure Beyond The US 00:22:11 – Currency Management As A Portfolio Input 📈 Stocks and ETFs Mentioned: NVIDIA, META, SK Hynix Inc. SK Square Co. Ltd, ASML. TSMC, Alphabet, Next Plc, PDD Holdings. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Orbis Investments. If you would like to learn more about Orbis’ contrarian investment approach can offer a true point of diversification when constructing client portfolios, click here. Thank you to Orbis for helping us keep all of our content free and accessible. ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points 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.

2月3日

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34分
4月28日

War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities

Markets shrugged off a US-Iran conflict and rallied, but should they have? Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached. In this episode: 00:00 Market Setup And War Impact 04:40 RBA Risks And Aussie Outlook 08:05 Volatility Strategy And Corrections 12:05 Fixed Income And Private Markets 15:04 Rare Earths And ASX Opportunities 20:25 Diversification And Tech Outlook 📈 Stocks and ETFs Mentioned: Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE) This episode was recorded on 21st April 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points. 0.5 Total Hours Knowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points 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.

4月28日

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27分

Equity Mates Media is the home of your favourite investing podcasts. We aim to make the world of finance accessible and help you build the knowledge, confidence and inspiration to get started on your own investing journey. Join us as we break down the world of investing, from beginning to dividend.