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Equity Mates Investing Podcast

A rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election

Apr 2, 2025
Matt Ingram, a financial advisor from Northhaven Financial Management, joins Bryce to discuss the journey of obtaining personal financial advice. They dive into Bryce's new superannuation portfolio and share insights on recent market shifts. The duo analyzes rising costs in Australia, highlighting the political impact ahead of elections. They also cover the importance of setting financial goals and effective portfolio diversification strategies. Their conversation sheds light on personalized investment tactics and the value of active portfolio management.
42:26

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The podcast highlights the increasing cost of living pressures in Australia and their potential influence on the upcoming general election.
  • Bryce's experience with personal financial advice underscores the importance of goal-setting and diversification in effective investment strategies.

Deep dives

Cost of Living and Market Changes

Significant discussions focus on the rising cost of living in Australia, particularly as the nation approaches a general election. Recent data reveals that the ASX 200 has seen a decline of 4.4% in the first quarter, marking the worst start since the onset of COVID-19. Meanwhile, global markets exhibit varied performance; for example, the Hang Seng in Hong Kong has soared by 17.8%, contrasting sharply with the downtrends in major tech sectors. This highlights the importance of global diversification in investment strategies, encouraging investors not to overly concentrate on one geographical area or asset class.

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