277 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
    • 5.0, 1 Rating

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!

    Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of

    Expert Investor: Nick Cregan - 3 Small Cap Stocks You've Never Heard Of

    In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps.
    In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world.

    In this interview you will learn:

    Nick's personal investing philosophy

    Why Nick prefers global small and mid cap stocks

    The key features of the Aussie small cap market compared to other parts of the world

    How COVID has impacted the global small cap market

    Nick's three specific small cap stocks:

    Ritchie Bros Auctioneers (NYSE: RBA)

    Verisk Analytics (NASDAQ: VRSK)

    Nemetschek Group (ETR: NEM)


    -------------
    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 12 min
    Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?

    Bonus Ep: Will Our Bold Predictions For 2020 Finish Differently?

    2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’
    For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. Try it now for 30% off with free shipping. Search Jacob’s Creek Podcast
    Some of the bold predictions we review:

    We will see a company with a $2 trillion market cap

    AirBNB will be the biggest IPO in 2020

    US Federal Reserve balance sheet will once again go over $4.5 trillion

    Australia’s GDP growth will be less than 1.75%

    India will be the star stock market performer

    Residential property prices will experience +10% gains in both Sydney and Melbourne


    We're looking forward to seeing how these pan out over the remainder of the year - some very likely to happen, others likely to finish differently!
    __________
    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.

    • 26 min
    EM Chat: US Earnings Season - Winners & Losers

    EM Chat: US Earnings Season - Winners & Losers

    It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through.
    In this episode we focus on some of the big US companies through the lens of a few key themes:

    COVID-19

    Retail

    Big Tech


    Some of the companies we review:

    Netflix

    Snap

    Kroger

    Albertsons

    American Airlines

    South West Airlines

    Carnival Corp

    Amazon


    For more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get 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/

    • 43 min
    Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19

    Future Expert Investor: Usman Khawaja - Lessons Learned From Investing Right Before COVID-19

    This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat.
    In this episode, we discuss:

    Usman's first equity investment

    What attracted Usman to the stock market

    If the boys in the cricket change rooms also get around stocks!

    Usman's investing philosophy

    His 'mistake' with Afterpay

    What's in his portfolio, and what stocks he likes looking at

    How he determines what to buy

    Plus much more!


    __________
    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
    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/

    • 1 hr 6 min

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