Equity Mates Investing Podcast

Join Ally Selby as she chats with Vihari Ross, Portfolio Manager at Antipodes, a seasoned pro in value investing and global equities. They dive deep into market bubbles and the potential for a crash, unraveling risks tied to concentration and valuations. Vihari shares insights on AI earnings, specifically why he favors AMD over NVIDIA, and highlights companies like Tencent leveraging AI. He also discusses value opportunities in China, his preference for mid/small caps, and even reveals an unconventional pick with strong growth potential!

Big banks are sounding alarms about market exuberance, prompting discussions on potential froth. A bold new portfolio strategy emerges, challenging the traditional core-and-satellite model—introducing the body, mind, soul framework. LVMH might be poised for recovery, driven by strong revenue growth. In a special segment, a listener's portfolio is reviewed live, with insights on core ETFs, the value of international holdings, and the role of small-cap investments. Debt recycling strategies also get a fresh look, providing valuable takeaways for listeners.

In this engaging discussion, Alex Pollak, the Chief Investment Officer of Loftus Peak, shares his insights into the dynamic world of AI and global tech markets. He emphasizes the thriving nature of AI, providing real-world applications and warning against debt-driven firms at risk of overpromising. Pollak outlines his top stock picks, including NVIDIA and Amazon, while examining the challenges and potential of US tech dominance amidst rising competition from China. He highlights the need for investors to stay vigilant on political and regulatory updates that impact the tech landscape.

Bryce takes listeners on a fascinating exploration of humanoid robots and their potential as the next big investment frontier. Major updates on superannuation tax changes stir discussion around financial planning. Tesla faces scrutiny as Cybertruck sales plummet—what does this mean for the future of the company? A listener weighs in on investing $25,000, with insights on lump sum versus dollar cost averaging. Plus, a look at the current state of robotic automation and what it might mean for our homes in just five years!

In this engaging discussion, Luke Laretive, CEO of Seneca Financial Solutions and expert in small-cap investing, critiques Australia’s 'Boomer pandering' in investment practices. He argues that investors' obsession with dividends could hinder growth. Luke shares insights on emerging sectors poised for the next market cycle and provides strategies for recognizing when a company's narrative no longer aligns with its growth. He also highlights the importance of nuanced, probabilistic thinking in portfolio construction and the value of active management in small-cap investing.

In this lively discussion, Australian fund manager Luke Larative shares his keen insights on the recent all-time highs of gold and Bitcoin and what’s driving these market surges. With a fiery take during the Pimp My Portfolio segment, he critiques listener Amit's investments, highlighting the risks of leveraging CFDs and the pitfalls of shorting speculative stocks. The conversations also dive into the rising world of prediction markets, sparking innovative ideas about property betting in Australia. Luke's expertise shines as he guides investors on restructuring portfolios for better diversification.

Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios.We cover:The differences between each of these global ETFTwo community questions about how geared ETFs work and where to use them.When (and for whom) a geared ETF like GGBL might make sense in a portfolio.Gearing magnifies gains and losses and may not be a suitable strategy for all investors.Betashares Capital LTD is the issuer Read the PDS & TMD at betashares.com.au to see if the product is right for you. Investing involves risk.Equity Mates Media Pty Ltd is part of the Betashares Group.—------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 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.

Explore global investment trends as markets show unexpected performances. Delve into Warren Buffett's latest deal and his influence before retirement. Discover why Japan is often excluded from Asia ETFs, alongside its surprising recent market turnaround. Discuss the implications of investing in Japan now. Finally, speculate on the future of computing with a shift towards next-gen devices, including Apple's pivot from Vision Pro to traditional smart glasses and the challenges faced by OpenAI in hardware production.

Insurance: Often considered not important, until that moment when it becomes the most important thing. So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth. Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world. If you'd like to chat to Phil 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.

The hosts dive into the speculative nature of today's AI-driven market, questioning if we're in another tech bubble. They analyze how current profitable tech differs from the cash-burning dot-com era. Adam Dawes reviews a community member’s portfolio, highlighting the need to reassess underperforming stocks. Tips on recognizing when to sell thematic ETFs and cognitive biases like loss aversion come into play. Learn why realizing losses can actually be beneficial for your investment strategy!