Equity Mates Investing Podcast

Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, dives into the fascinating realm of AI-powered investing. She reveals how AI is transforming the investment process and shares her insights on stocks like Poland's CD Projekt and Japan's Cover Corporation. Arms also discusses the potential of Prysmian Group in Europe's energy transition and Miniso's unique retail model. Finally, she offers practical tips for using AI in personal investing, making this a must-listen for anyone looking to supercharge their financial strategies.

Discover the remarkable rise of IREN, Australia's fast-growing company in the AI boom, and learn about the ASX's missed $30 billion opportunity. Dive into earnings season highlights, featuring companies like Axon and Spotify, where strong fundamentals met investor skepticism. In the Pimp My Portfolio segment, investment adviser Matt Ingram helps revamp a high-risk strategy, emphasizing diversification and risk-adjusted returns. Finally, check out the watchlist with intriguing companies such as Carvana and SiteMinder, showcasing exciting trends in online platforms.

Join Jason Huljich, Joint CEO of Centuria Group and leader in Australia's commercial property sector, as he shares insights from managing $20 billion in assets. He discusses the resurgence of office real estate, diving into demand trends across major cities. Jason reveals how they are capitalizing on greenhouse investments and leveraging market cycles for stability. With a keen focus on industrial properties and rising data center needs, he highlights adaptive strategies amidst evolving market conditions and investor interest.

Luke Laretive, an insightful investor and portfolio adviser, helps community member Sheridan refine her portfolio strategy. They discuss core-satellite investing, the impact of thematic bets, and the importance of maintaining a solid core. Simon (Mr. Beat Up) dives into WiseTech, examining its recent scandals and valuation concerns. He critically assesses its acquisition strategy and growth potential while raising red flags about governance and risks. The conversation explores whether WiseTech can rebound and sustain its competitive edge in the logistics software market.

Eric Wong, Chief Investment Officer and founder of Stillpoint Investments, shares his insights on China's investment landscape. With two decades of experience, he believes China is emerging as a leader in AI, electric vehicles, and renewable energy. He discusses shifting policies and the coexistence of growth opportunities and economic challenges. Wong highlights the importance of selective investing in AI data centers despite chip restrictions and the potential of PopMart's Labubu as a lasting cultural influence. He advises a focused approach for long-term gains in this complex market.

The hosts share insights into their personal investment portfolios and the importance of financial transparency. They discuss the upcoming ‘bull quarter’ for iron ore and its potential impact on Australian miners. The episode dives into the CHESS versus custodial debate, explaining their differences and the implications for investors. Listeners learn about the performance of core ETFs and satellite stocks, as well as the strengths of their investment strategies. Tune in for a comprehensive overview that makes investing feel more accessible.

Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia, shares valuable insights on the changing landscape of China's economy. He discusses emerging opportunities, emphasizing a shift in investor sentiment powered by targeted government policies. De Pourbaix examines the valuation gap between Chinese firms and their Western counterparts and highlights the competitive edge in sectors like EVs and renewables. He also advises on specific investment opportunities while cautioning about geopolitical risks and the importance of selective investment strategies.

Matt Ingram, a financial adviser from North Haven Financial Management, shares insights on global markets reaching record highs. They discuss the importance of international investing strategies and evaluate a community member's portfolio, offering tailored advice on growth versus income-focused options. Ingram tackles ethical investing's current state, explaining the evolution of ESG terminology and investment screening methods. Additionally, the conversation highlights the potential for incorporating Bitcoin in a balanced portfolio.

Matt Ingram, a financial adviser and partner at Northhaven Financial Management, shares insights on building tailored portfolios for different life stages. He emphasizes the importance of simplicity in investment strategies and how combining passive ETFs with active managers can optimize performance. Matt discusses age-specific asset allocations, such as shifting towards defensive assets for pre-retirees and the necessity of holding cash in every portfolio. He also explores strategies for managing lump sum inheritances and the overall role of an adviser versus fund managers.

Luke Laretive, an investment expert from Seneca, returns to provide insightful portfolio advice. The discussion kicks off with Tesla's record-breaking Q3 deliveries amid controversy surrounding Elon Musk's ambitious $1 trillion pay package. Laretive elaborates on volatility drag when leveraging ETFs and offers strategies for managing regional exposures in portfolios. The conversation also highlights major stock moves from top investors, including significant buys in NVIDIA and Amazon, emphasizing the importance of focusing on robust, well-known opportunities.