Equity Mates Investing Podcast

Dive into the core-and-satellite investing approach, where low-cost index funds lay a sturdy foundation for portfolios. Discover why beating the market is a tough task and how dollar cost averaging helps take emotion out of investing. Learn a four-step stock checklist focusing on product-market fit, competitive advantages, reinvestment strategies, and valuation metrics. Plus, find insights on spotting stock ideas and whether a satellite portfolio is really necessary.

Explore the seven rules of great long-term investing that can help build wealth. Learn how thinking long-term and prioritizing your savings rate can surpass speculative returns. Discover the importance of diversification across industries and geography. Find out how keeping costs low maximizes profits, and why focusing on quality companies is essential. Understand the difference between fleeting fads and lasting competitive advantages. Finally, see how automation can help prevent emotional pitfalls in investing.

Dive into the essentials of investing for 2026! The hosts discuss why investing is key for financial freedom, highlighting personal motivations and the power of compounding. They emphasize starting early to harness time as an advantage and caution against the risk of holding cash due to inflation. Stocks are praised for their accessibility, with a compelling look at Amazon's growth as a case study. Plus, learn why consistency in investing often trumps trying to time the market!

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.