Equity Mates Investing Podcast

Across most countries, education is one of the largest industries and one of the most difficult to change. Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you. That's not all we talk about in another big episode of Equity Mates:Australia's latest inflation numbers and what it means for interest rates We close Super September with our complete, 9-step Superannuation checklist Bryce's $500-to-$5k effort continues with a surprising update —------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 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.

In this engaging discussion, Frank Thornmann, a Portfolio Manager at Schroders, shares his insights on identifying companies with a 'positive growth gap.' He highlights Netflix as a prime example of surprising growth through strategic investments. Frank also critiques the short-sightedness of markets, emphasizing opportunities in Europe that many investors overlook. He discusses the benefits of long-term investing versus short-term trading and explains how AI's potential is being selectively integrated into business strategies, focusing on practical examples like Meta.

Sam Gordon, founder of Australian Property Scout and a property investment expert, shares his insights on rent-vesting, a strategy that allows renters to invest in property without purchasing a primary residence. He discusses how to navigate the current Australian property market with realistic budgets and emphasizes prioritizing growth over cash flow to build equity quickly. Additionally, the conversation dives into recent government schemes that can aid in property investments, along with an impressive 39x return on Warren Buffett's BYD investment.

Charlie Viola, founder of Viola Private Wealth and a top-ranked financial adviser in Australia, shares his insights on building long-term wealth. He emphasizes the importance of understanding clients' unique goals before crafting a financial plan. Charlie discusses effective investment structures and the value of disciplined leverage once debt is cleared. He advocates for active investment strategies over generic approaches and provides guidance on maintaining liquidity and rebalancing portfolios, ensuring investments are tailored for sustained growth.

In this engaging discussion, financial adviser Matt Ingram lends his expertise to the 'Pimp My Portfolio' segment, where he reviews a listener's investment strategy. He highlights the importance of diversified ETFs and offers insights on crypto allocations. The conversation also dives into Larry Ellison's astonishing week, covering his massive wealth increase, his bid to take over TikTok's American operations, and his family's Hollywood ventures. Additionally, the episode explains the benefits of voluntary super contributions for maximizing investment returns.

In this engaging conversation, Daniel Shrimski, Managing Director of Vanguard Australia and author of the 'How Australia Retires' report, addresses the surprising pessimism many Australians feel about retirement. He discusses the stark contrast between expectations and reality regarding retirement savings, particularly among younger Australians. Daniel shares five actionable steps for improving superannuation, emphasizing the importance of financial literacy and regular engagement with retirement planning. His insights aim to empower listeners for a more secure financial future.

The buzz around potential US rate cuts amidst rising inflation sets the stage for insightful discussions. Experts emphasize navigating market noise while managing investments. Exploring Super September, the focus is on optimizing superannuation choices based on age and risk. A listener's ETF portfolio is reviewed, highlighting the balance between income and growth strategies. Tune in for practical tips on building passive income through ETFs and making informed investment decisions.

Is the market nearing a peak? The hosts delve into strategies for investing during high times and ponder whether to jump in or wait. Bryce shares his journey of turning $500 into $5,000, highlighting the complexities of insurance in superannuation. They discuss the dominance of major companies in stock markets and the secrets of maintaining investment habits, even in volatile conditions. Listeners gain insights on optimizing insurance within super funds, ensuring they aren't left underinsured in their financial journeys.

In this discussion, James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, shares insights on navigating the investment landscape. He discusses why mid-cap stocks are thriving and what his five years managing the Future Leaders Fund have taught him. Abela reveals his reasons for avoiding Roblox and elaborates on the success of Arista Networks as a prime pick. He also dives deep into Games Workshop's impressive growth and future potential, highlighting the balance between market expectations and real opportunities.

The podcast dives into the rapidly changing landscape of AI and its potential investment opportunities. Listeners learn about the rise of Chinese car makers in Australia and how market dynamics are shifting. Superannuation options are thoroughly explored, with tips on optimizing retirement savings through management strategies and compounding. Additionally, a community member's investment portfolio is reviewed, prompting discussions on ETFs and specific stock strategies. This engaging episode emphasizes staying informed and adapting in the evolving market.