Equity Mates Investing Podcast

Earnings season is breaking records, fueling investor optimism as Aussie miners rebound. The hosts delve into stock picks, stressing the merits of dollar-cost averaging over market timing, especially during economic downturns. They discuss major corporations' earnings amid challenging conditions and highlight the impressive growth of tech stocks like Roblox and Mercado Libre. Real-life lessons from historical recessions underline the risks of trying to time the market, encouraging a long-term investment approach for stability and growth.

Ally Selby, Head of Marketing & Distribution at Minotaur Capital and former financial journalist, shares her insights on the world of investing. She discusses the importance of emotional discipline and research in managing a portfolio. Ally emphasizes the advantages of low-cost ETFs and the need for transparency in financial media. The conversation also highlights the flexibility retail investors have compared to professional fund managers, and examines strategies for both accumulation and growth in investments. A must-listen for any aspiring investor!

Luke Laretive, a financial advisor at Seneca Financial Solutions, joins the discussion to tackle community member Keiran's portfolio. Key highlights include the Reserve Bank of Australia's plan to ban card surcharges, the significant financial trends emerging from the U.S. earnings season, and BlackRock's shocking $52 billion loss. They also dig into global trade developments and explore investment strategies, including the differences between smart beta and dumb beta investments, making for an insightful financial commentary.

Warren Buffett's recent $57 billion merger blunder sparks a discussion on even the greatest minds make mistakes. Bitcoin's wild ride reaches new heights, raising questions about future trends. The podcast dives into the booming Australian housing market and its unique challenges. Listeners get valuable insights into personal finance, emphasizing a balanced approach to investments. Also featured is a humorous take on an ambitious chocolate fountain project, blending local tourism and investment aspirations.

In this episode, financial advisor and cofounder of Fox & Hare, Glen Hare, dives into the intersection of money and relationships. He shares insights on merging accounts, optimizing tax strategies for couples, and recognizing financial red flags. Glen emphasizes open communication as key to navigating financial conversations and how differing incomes can affect dynamics. Real-life examples illustrate both successful and challenging financial journeys, making this a must-listen for couples aiming to build a solid financial future together.

Matt Ingram, an advisor from North Haven Financial Management, joins to discuss NVIDIA's impressive rise to a $4 trillion market cap and what it means for investors. They dive into the complexities of the U.S.-China trade turmoil and its impact on Australia. In the 'Pimp my Portfolio' segment, Ingram offers valuable insights into ETF strategies and diversification. The conversation also explores SpaceX's dominance in satellite technology and its implications for global connectivity, highlighting its intriguing potential IPO.

Peter Nevill, a financial advisor at Viola Private Wealth, shares insights on effective tax planning strategies. He emphasizes that tax planning is a year-round endeavor, not just a last-minute scramble. The conversation dives into four key investment structures that optimize tax outcomes, including trusts and superannuation. Nevill explains the advantages of tax-deferred vehicles like investment bonds and discusses innovative techniques such as debt recycling. His approachable tips are invaluable for anyone looking to enhance their financial efficiency.

Surprising news emerges as the Reserve Bank of Australia decides to keep interest rates steady, defying market predictions. The hosts dive into the renewed trade war and its potential impacts on the global economy. Caledonia's new investments in Cameco and Royalty Pharma are examined, highlighting the significance of the nuclear energy sector. The conversation shifts to strategies for portfolio diversification and the tricky decision of when to sell stocks after gains, emphasizing the importance of aligning sales with personal financial goals.

We've reached the end of financial year and everyone's minds turn to tax.In this episode we've summarised our 7-step EOFY checklist.We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.—------Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates—------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 read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.

Tune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN)Have a question you want us to answer? Record a voice note or send us a message—------Interested in trying Good Day Multivitamins?Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates—------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 read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.