Equity Mates Investing Podcast

Daniel Kelly, Chief Investment Officer at Viola Private Wealth, shares insights on building resilient investment portfolios for high-net-worth families. He discusses the innovative Core Squared Satellite model, emphasizing the importance of managing liquidity and diversifying with five alternative asset classes. Daniel reveals red flags in fund managers, the evolving landscape of AI in investing, and untapped opportunities in Australia’s private markets. His advice? Focus on well-structured ETFs while leveraging expert strategies to enhance portfolio performance.

Alistair Coleman, managing partner at Folklore Ventures and former startup founder, dives into the world of early-stage investing. He explores how to identify standout founders and enduring products, sharing insights from his experiences with Ansarada and Auror. Alistair discusses the current AI bubble and why he still sees opportunities amid potential risks. He highlights Australia’s strengths in frontier tech and offers valuable advice on patience and the importance of embracing uncertainty when investing in innovative ventures.

Join Arden Jennings, co-head of Emerging Companies at Ausbil, as he dives into the world of Australian small caps, predicting 2026 as a breakout year for growth. He shares strategies for identifying hidden gems while navigating the complexities of market volatility. Arden discusses the importance of earnings-driven investments and his focus on themes like AI and mining services. With insights on managing expectations and avoiding retail hype, he highlights promising companies like Life360. Plus, his firm belief in upcoming advancements in AI and infrastructure makes for a riveting listen!

Anshu Sharma, co-founder and portfolio manager of Loftus Peak, is a pioneer in global disruption investing, having anticipated trends in semiconductors and AI. He delves into distinguishing long-term disruptions from fleeting fads, outlining Loftus Peak's rigorous 3-5 year modeling process. Anshu explores pivotal themes such as AI's underestimated impact and the growth potential in life sciences. He emphasizes the importance of valuation discipline and shares insights on recent investments, including a promising Chinese EV battery company.

Julia Weng, a portfolio manager at Paradice Investment Management, shares her insights on navigating the Australian equities market. She emphasizes the importance of return-on-capital and management alignment in stock selection. Julia contrasts the hype around AI with the advancements in robotics and automation, advocating for evidence-based research. She also discusses China's investment potential in the face of market volatility, and her focus on physical automation as a long-term theme, offering a blend of cautious optimism for the future.

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.