Equity Mates Investing Podcast

Equity Mates Investing Podcast

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! Hosted on Acast. See acast.com/privacy for more information.

  1. 2 DAYS AGO

    Elise Kennedy - Finding growth in all parts of the market | Summer Series

    Elise Kennedy is an investment analyst at Schroders. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Elise, we're unpacking: How Elise got started in financeThe lessons learned moving from sell-side to buy-sideWhere Schroders is looking for investment opportunities at the momentElise's investment philosophyWhat Elise has learned over the past 12 months in markets —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTok, & LinkedInSign up to our daily news email —------ 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.

    29 min
  2. 5 DAYS AGO

    Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series

    Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Geoff, we're unpacking: Geoff's journey in finance and founding Wilson Asset ManagementThe investment framework Wilson uses to pick a great investmentHow Wilson Asset Management grew to 10 listed investment companiesHow WAM values a companyA live valuation case study using Equity Mates Media as the exampleThe lessons Geoff would teach all young investors —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTokSign up to our daily news email—------ 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.

    44 min
  3. 18 DEC

    Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series

    Rikki Bannan is the Executive Director, Small Caps at IFM Investors. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Rikki, we're unpacking: The investing opportunities Rikki is exploring today3 key lessons from her career that have stuck with RikkiHow Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)How these biotech names can fit in a diversified portfolioWhat Rikki wishes she could teach every young investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTok, & LinkedInSign up to our daily news email —------ 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.

    31 min
  4. 15 DEC

    Ben Griffiths - Small cap legend builds a 30 year portfolio | Summer Series

    Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Ben, we're unpacking: Ben's start in the funds management industryWhy Ben thinks investors should pay attention to the smaller end of the marketHow Ben is teaching his kids to investKey characteristics of his successful investments over the yearsHow Ben would set up a retail investors portfolio for the next 30 years —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.  To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTok, & LinkedInSign up to our daily news email —------ 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.

    49 min
  5. 11 DEC

    Peter Nevill - Avoid instant gratification, be patient & buy productive assets | Summer Series

    Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Peter, we're unpacking: Peter's transition from professional cricket to financial adviceHow Peter is helping clients manage the opportunity of this moment while managing the volatility and riskWhat makes a good fund manager across different philosophies and asset classesSome of the biggest money challenges Peter sees with his clientsHow Peter is setting up client portfolios for the next 30 years—------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTok, & LinkedInSign up to our daily news email—------ 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.

    31 min
  6. 8 DEC

    Nick Griffin - The Nvidia story is not over | Summer Series

    Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Nick, we're unpacking: What Nick is working on today and why Nvidia may have more growth left in 2025How Nick got started in funds managementLessons learned while investing in growth stocksHow Nick would set up a portfolio if he was starting again todayWhat interesting stocks Nick's keeping an eye on today —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTok, & LinkedInSign up to our daily news email —------ 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.

    39 min
  7. 4 DEC

    2024 wrapped: Stock of the year, bold predictions & what happened in markets

    We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024. Here's what we cover on another big episode of Equity Mates: How global markets moved and which stock markets were the top performers A review of our bold predictions from the start of the year Who won our annual stock of the year competition? A preview of our upcoming 12-episode Summer Series —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Interested in speaking to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? 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 —------ 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.

    32 min
  8. 2 DEC

    Expert: Andrew Brown - Review of 2024 and his Bold Predictions

    Andrew Brown is Executive Director of East 72 Holdings. Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went. We review the year that was and unpack: The macro: inflation, interest rates and where to nextInvestment opportunities: Gold, oil, stock market indexes and what is looking overvalued? The people: Donald Trump, Elon Musk and so much more The big themes: The business of sport, the decline of traditional media and artificial intelligence —------ Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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 —------ 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.

    35 min

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! Hosted on Acast. See acast.com/privacy for more information.

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