Equity Mates Investing Podcast

Glen Hare, co-founder and financial advisor at Fox & Hare, shares invaluable insights on financial planning. He discusses setting financial goals for 2025, including property investments and retirement strategies without home ownership. Glen emphasizes the importance of a financial health check and knowing when to seek advice. He also delves into the complexities of choosing between paying off a mortgage or investing, shedding light on common superannuation mistakes. Overall, it’s a treasure trove of practical financial wisdom!

This week's discussions dive into the chaotic world of political memecoins, spotlighting Trump's surprising rise as a billionaire investor. The podcast explores the viability of Star Casino and the grim future predicted for iron ore. In a detailed analysis, VDHG and DHHF ETFs are compared for their roles in core and satellite investment strategies. Listeners learn how to balance traditional investing with crypto's volatility, and the importance of staying informed in a rapidly changing market.

In this discussion, Andrew Brown, Director of East 72 Holdings and a seasoned expert in market analysis, shares his bold predictions for 2025. He dives into the potential movements of the US stock market and expresses caution about Australian banks, luxury goods, and alcohol stocks. Brown highlights the appeal of undervalued tech stocks and discusses upcoming trends in interest rates. He also analyzes the possible impact of political changes on economic stability and investment opportunities, especially in the context of China's tech sector.

The hosts return with excitement, sharing their bold predictions for 2025 and their stock of the year. They delve into economic insights, analyzing the mining and banking sectors amidst global pressures. Unique predictions about Starlink's impact on internet services spark intriguing discussions. Personal investment strategies and the challenges for tech firms are also highlighted. Plus, there's a look into the growth of a construction materials company and reflections on navigating market volatility—all while celebrating community engagement.

Mark Lamonica, Director of Personal Finance at Morningstar Australia, shares his insights on dividend growth investing and income generation strategies. He discusses current market opportunities and emphasizes setting clear investing goals. Mark explains how to fund a lifestyle through investments and the importance of building a portfolio for the long haul. He also highlights the value of continuous learning and the transition from growth strategies to income generation, demonstrating how consistent investing can enhance one’s quality of life today.

In this chat, Will Dowd, a Partner and Portfolio Manager at Fairlight Asset Management, shares his passion for small and mid-cap industrial businesses. He discusses Fairlight's unique investment philosophy, focusing on under-studied markets. Will outlines how to filter for hidden gems and his approach to building a resilient portfolio for the next 30 years. He also addresses common industry pitfalls that every investor should be aware of, emphasizing discipline and rigorous analysis in investment decisions.

Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.In today's conversation with Scott, we're unpacking:How a cold email saw Scott find his way into the finance industryThe training process the Motley Fool uses to upskill new analystsScott's personal investing philosophy and how that has evolved from his early daysThe one ETF Scott owns as part of his portfolioThe largest stocks Scott owns in his portfolioThe advice Scott wishes to share with every young investor—------Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.To speak to the team at Viola Private Wealth, complete the contact form on their website.—------Looking to start 2025 on the right foot?Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTokSign up to our daily news email—------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.

James Miller, cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund, shares his unconventional journey into funds management. He dives into how to use AI tools to refine investment strategies and assess company management teams effectively. James discusses the nuances between Australian small caps and global large caps, emphasizing the critical link between earnings and market expectations. He also reflects on diversity in investment teams and shares insights on emerging sectors like the growing market for GLP-1 medications.

Chris Wheldon, a private investor and former Portfolio Manager at Magellan, discusses his shift from public to private markets. He shares insights on identifying great businesses in this new landscape and reveals a four-letter framework for finding investment opportunities. Chris emphasizes the importance of continuous learning and disciplined strategies, tailored for both young and seasoned investors. He also reflects on how his investment philosophy has evolved over time, encouraging patience and in-depth understanding in the world of investing.

Catriona Burns, Lead Portfolio Manager at WAM Global with over 20 years in the finance world, shares her intriguing investment journey. She discusses the significance of compounding and finding long-term structural winners. Catriona challenges the idea that volatility equals risk, suggesting it can create opportunities. She emphasizes investing in high-quality companies, outlining her evolving philosophy throughout her career. Finally, she offers insights on setting up a resilient portfolio for the next 30 years, highlighting patience and strategic thinking.