Equity Mates Investing Podcast

Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management, reveals the art of uncovering small-cap investment opportunities. He dives into the importance of rigorous, on-the-ground research and shares how understanding customer dynamics can lead to profitable insights. Mitchell discusses his daily routine of crafting stock theses and emphasizes the underrated skill of self-awareness in investing. He highlights the need for constant re-evaluation and the value of position sizing, advocating for an approach that prioritizes conviction and thoughtful analysis.

Andrew Brown, Executive Director at A72 Holdings, shares his annual market predictions and reviews their outcomes. He reflects on the challenges faced by US equities and bond yields, revealing a surprising drop in Treasuries. The discussion highlights AI's mixed reality, the rebound of Chinese tech, and the structural decline of alcohol stocks. Andrew candidly addresses his worst call on Novo Nordisk while showcasing his successful China tech prediction. He concludes with valuable investing lessons on recency bias and the importance of global market exposure.

2025 was a rollercoaster for investors! The AI boom, China's market surge, and a remarkable gold spike nearly 50% stole the spotlight. Discover the performance of global markets, with Europe's surprising resurgence and Japan’s impressive gains. The analysis dives into top ASX performers and unexpected losers. Simon's Mr Beat Up segment highlights striking rebounds and disappointing fails, with insights on companies like Supermicro and Adobe. Wrap up the year with reflections on significant events shaping investments!

Chris Kohler, finance journalist and Channel 9's finance editor, dives into the sneaky tactics used by companies to exploit consumers. He discusses the dangers of gambling apps and their addictive nature, critiques car loans, and highlights how buyer-focused housing policies inflate property prices. Kohler advocates for systemic reforms and suggests practical steps consumers can take to fight back against corporate exploitation. His insights on loyalty programs and the psychology behind auctions expose the hidden costs that affect us all.

Nvidia's shocking market swings left $450 billion at stake after a record earnings report. Dive into the Sohn Hearts & Minds conference as top fund managers pitch stocks for 2026, with highlights including TKO Group's sports streaming strategy and Morimatsu's modular manufacturing insights. Discover the allure of Live Nation for in-person experiences and Brookdale Senior Living's appeal in an aging population. Plus, learn about innovative picks like monday.com and Steel Dynamics in the ever-evolving investment landscape.

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia, dives into the macroeconomic landscape as we look towards 2026. He explores the potential for a hot US economy, the importance of US labor markets, and why Europe and emerging markets may be on the verge of a rebound. Mullins questions if the current AI boom is a bubble and highlights opportunities in gold as a hedge against inflation. With a focus on navigating volatility, he emphasizes the need for strategic asset allocation.

Financial adviser Matt Ingram joins to provide insights into the recent Bitcoin bear market and its causes, including risk sentiment and profit-taking. They explore the exciting decline in US obesity rates thanks to GLP-1 drugs and how it impacts stocks like Eli Lilly and Novo Nordisk. Matt offers practical advice on refining listener portfolios, emphasizing diversification and managing stock weightings. His review of a listener's portfolio highlights the importance of balancing direct stock investments with ETFs for optimal exposure.

Dylan Pargiter-Green, a financial adviser and director at Bold Wealth, shares his expertise on retirement planning. He discusses diverse exit strategies for various age groups, from young FIRE pursuers to those eyeing traditional retirement. Key topics include the importance of balancing superannuation and outside-super assets, housing trade-offs, and manageable savings targets. Dylan highlights how lifestyle choices, financial hygiene, and smart leveraging can dramatically impact retirement success. He also provides guidance for those feeling behind on their retirement planning.

Alan Pullen, a portfolio manager at Magellan Global Opportunities Fund, shares insights on market concentration and the emergence of AI in investing. He discusses the implications of Warren Buffett's final letter and evaluates potential market bubbles, asserting there's no broad issue yet. Focus shifts to the 'Magnificent Seven', with Pullen highlighting Microsoft as his top pick, while also identifying undervalued non-US opportunities like Nestle and TSMC. They explore valuation methods for enduring growth stocks and debate effective dollar-cost averaging strategies.

Alan Pullen, Portfolio Manager of the Magellan Global Opportunities Fund, shares his insights on the potential AI bubble in today’s market. He delves into significant topics like the signs of speculative behavior and market concentration within the tech sector. Pullen argues for the enduring success of mega-cap companies, emphasizing the strong moats of firms like Microsoft and TSMC, while also recommending focus on durable supply chains. He cautions against generic AI investments and highlights the promise of non-US companies like Nestlé and Adidas as safer bets.