Equity Mates Investing Podcast

Equity Mates Media
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Mar 12, 2025 • 30min

What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?

The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about any opportunities that we see. That's only the start of another big episode of Equity Mates:Bryce's quest to turn $500 into $5,000 continues. How has he gone so far?We review Vanguard's latest ETF - VDAL - and compare it to its Betashares equivalent - DHHF—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.
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Mar 10, 2025 • 52min

Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth

We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ----------For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.In a wide-ranging conversation, we speak to Charlie about:Going out on his own and launching Viola Private WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow the Viola team assess emerging asset classes----------Basis Points would not be possible without the support of our three launch partners:Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ----------Basis Points 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.
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Mar 9, 2025 • 35min

10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround

We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just generally consuming a heap of investing content - the list of stocks that have piqued our interest is always growing. In today's episode we share some of the stocks that have caught our eye recently. That's only the start of another big episode of Equity Mates:We share some good news for the Australian economyAdam Dawes returns for another Pimp my Portfolio—------Check out our new show Basis Points: Spotify, Apple and YouTube—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------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.
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Mar 6, 2025 • 40min

Volatility is back, so are the opportunities - Seb Mullins | Schroders

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders, shares his thoughts on the current volatile market landscape. He highlights that volatility presents opportunities, advocating for a proactive approach to investing. The discussion covers the resurgence of inflation, the complexities of global economics, and the need for dynamic asset allocation. Mullins emphasizes the value of stock picking and the potential of active ETFs, especially for income generation, revealing how investors can thrive in this new normal.
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Mar 5, 2025 • 32min

European stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update

While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified. We look under the hood of the index and see which notable companies are moving markets. That's only the start of another big episode of Equity Mates:What is happening in the Australian housing market with Sam Gordon, founder of Australian Property ScoutThen we look at the man labelled 'England's Warren Buffett' - what's in his portfolio?—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.
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11 snips
Mar 3, 2025 • 30min

Buy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more

In this engaging discussion, investment analyst Ben Richards from Seneca Financial Solutions shares his expertise on various ASX-listed companies. He dives into the growth strategies of GQG Partners and the innovative technology of Catapult. The conversation highlights the complexities of the energy market and the promising prospects for companies like Guzman y Gomez and Antipa Minerals. Ben also explores market dynamics affecting major banks and the copper sector, providing invaluable insights for investors keen on identifying emerging opportunities.
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21 snips
Mar 2, 2025 • 27min

Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?

Recent declines in big tech stocks have investors buzzing, especially with the Magnificent Seven dipping over 10%. The conversation shifts to the investment choices of Australian politicians, revealing intriguing portfolios and possible ethical dilemmas. The podcast also tackles the challenges ESG investing faces in today's market, questioning its viability. Amidst these trends, notable investment opportunities emerge, highlighting a balance between ethical considerations and financial performance in the evolving landscape.
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19 snips
Feb 27, 2025 • 50min

How to know when a property boom is ending - Sam Gordon | Australian Property Scout

In this discussion, Sam Gordon, founder of Australian Property Scout and podcast host, shares his insights on the cyclical nature of the Australian property market. He explains the current shifts, noting Sydney's stagnation versus the growth seen in Adelaide, Brisbane, and Perth. Gordon offers practical renovation tips, advising listeners on when to DIY and when to hire professionals. He highlights common renovation pitfalls and the importance of strategic upgrades for property value. With his expertise, Sam sheds light on navigating market trends and maximizing investment potential.
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23 snips
Feb 26, 2025 • 37min

6 lessons from Buffett's annual letter, Pimp my Portfolio & Australia's quantum computing breakthrough

Luke Larative, a financial advisor from Seneca Financial Solutions, joins to dissect Warren Buffett's latest annual letter. They share six key takeaways that reveal Buffett's enduring wisdom. Luke also dives into the drama at WiseTech Global and the implications for investor confidence. The discussion shifts to Australia’s cutting-edge advancements in quantum computing, highlighting its potential impact on the market. Listeners get personalized portfolio adjustments in the popular 'Pimp My Portfolio' segment, showcasing practical investment strategies.
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27 snips
Feb 24, 2025 • 39min

Ask an Adviser: Stocks v Property - It's not which, but when | Chris Bates

Chris Bates, co-founder of Alcove, is a mortgage expert guiding homeowners through the Australian property market. In this discussion, he emphasizes that timing is critical when deciding between investing in stocks or property. Chris shares insights on navigating property valuations, the impact of rising borrowing costs on buyer sentiment, and the advantages of diversification. He highlights the importance of professional advice for first-time buyers and explores the intricacies of commercial property investments.

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