Equity Mates Investing Podcast

Warren Buffett has penned his final shareholder letter.From Berkshire’s 60-year compounding machine to the handover to Greg Abel, we break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project (“the Pilbara Killer”) has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?That’s not all in another big episode of Equity Mates:Simon reveals why leverage is reshaping his entire core portfolioWe walk through his new, simplified, four-line strategyAnd we answer a great community question on how often to dollar-cost averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/———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 GuruFocusResearch reports from Good ResearchTrack 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.

Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?We cover:Whether today’s market is a bubble or justified by fundamentalsHow Magellan is positioning for the AI revolutionWhy Alan still backs companies like Microsoft, TSMC and NestléThis episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund———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)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly 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.

Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.Timestamps1.23 News and Markets12.16 Community Question on ETF Overlap19.40 Tim Carleton Insights20.20 On the Big Banks26.41 Why Tim thinks Private Markets are an Illusion———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)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly 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.

AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.They cover: • Why Poland’s CD Projekt could be gaming’s next major success story • Practical tips for using AI to supercharge your own investing • Europe’s role in the energy transition through Prysmian Group • The rise of “affordable joy” with China’s Miniso • And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internetFor listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode 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)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly 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.

One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.Also in this episode:·      📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech·      💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy·      👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal———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)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly 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.

Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.So today we wanted to pick his brain and understand the state of the commercial property industry.We cover:Why office buildings are backHow to achieve steady, consistent returns from propertyWhy greenhouses are a growing part of Centuria's portfolioThis episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates—------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.

In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———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)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistTrack 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.

It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ———  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)  Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too. So on today's episode, tune in as we unpack how our personal portfolios have been going. That’s not all in another big episode of Equity Mates: Good news may be coming for Australia's big miners as we enter the "bull quarter"We delve into the CHESS v Custodian debate —------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 GuruFocusResearch reports from Good ResearchTrack 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.

Today's guest thinks we need to rethink our views on China.For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.We cover:The key changes in China we need to be aware ofThe valuation gap between Chinese companies and their western peersA deeper dive into the 'DeepSeek moment' and a look at China's AIWhere Fidelity see the most compelling opportunities——— Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Asia Active ETF by visiting their website.——— 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) ———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.

Once again, everything is hitting all-time highs. We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world.An important reminder to invest globally. That’s not all in another big episode of Equity Mates: We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think)Matt Ingram is back to review a community member's portfolio We answer a community question on ethical investing —------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 GuruFocusResearch reports from Good ResearchTrack 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.

Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives. That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management. Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:The young accumulatorThe pre-retireeThe inheritance receiver If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.—------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.We’re particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in a quarter. In today's episode, we break it all down and tell you what you need to know. That’s not all in another big episode of Equity Mates: Ren shares where he's been the past couple of weeks We review this quarter's 13F filings to see which stocks the experts are buying and selling Luke Laretive returns for the latest Pimp my Portfolio —------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 GuruFocusResearch reports from Good ResearchTrack 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.

Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).We cover:-      “enhanced cash” and how it compares to term deposits.-      What the RBA’s stance means for income seekers.-      How a fixed income ETF fits in a diversified portfolio. All benchmark performance data referenced relates to the period up to December 2024.———  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)  Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a monthly email ——Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong. In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both. We cover:-    Our 5 principles of long-term investing-    Pimp my portfolio featuring brave submissions from the crowd-    Sam Gordon explains how to Rent-vest your way to a PPR-    Live Q&A —------  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)  We’re particularly excited to share our latest show: Basis Points (Apple | Spotify | YouTube) and there's a monthly email  —------  Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Track 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.

Buy or Sell is back with a new host! Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling. This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes. They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more...—---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)  We’re particularly excited to share our latest show: Basis Points. Listen to the podcast (Apple | Spotify) or Watch on YouTube. Read the monthly email —------ Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track 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.

Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.That’s not all: Is luxury powerhouse LVMH at the beginning of a bounce back? Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it.A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small capsListen to: Mr Beat up on LVMH—------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 GuruFocusResearch reports from Good ResearchTrack 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.

This expert doesn't just talk disruption, he invests in it.And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list.We cover:The sauce behind Loftus Peak’s long-term outperformanceHis thoughts on US tech dominance and China’s comebackHow investors can position for the next wave of global growthThis episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head 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.

For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. How close are we to living alongside them really? Could this be the next trillion-dollar investing frontier? Bryce investigates. That’s not all. Also in this episode:Major updates to the proposed superannuation tax changes.Cyber truck sales plunged- what does it mean for Tesla?Community question on Lump Sum vs DCA for $25K —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)Basis PointsListen to the podcast Apple Spotify YouTubeRead the monthly emailLooking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack your portfolio with SharesightThanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)—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.

Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. In this chat we cover:Why Australia’s dividend obsession could be holding investors backThe new sectors Luke believes will lead the next market cycleHow to spot when a company’s story no longer matches its growth—------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)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.