Equity Mates Investing Podcast

Can you believe that a casino got hacked via a digital thermometer in one of it's fish tanks? Our final episode in our three part series on exchange traded funds (ETFs) with BetaShares is a cracker! We sit down with Adam who is Manager of Distribution and Capital Markets to discuss Investing In Tomorrow - Technology, Hackers and Sustainability. The beauty of ETFs is that you don't have to choose one company, or stress or about picking the right one. If you have identified a theme in society, a trend that you think is going to do well, then it's more than likely an ETF will exist that will give you the opportunity to invest in that trend. We discuss three big themes with Adam that we believe are themes of the future, and have companies that are, and will be, the biggest in the world going forward. Technology - we look at how technology is shaping our world, and which companies are right there in the middle of it. Cybersecurity - this was the most exciting part of the conversation as it opened our eyes to the huge possibilities that exist in investing in cybersecurity. This industry is already huge, but it's going to get drastically bigger, and fast. We look at the best ways to get access to this industry and some of the companies leading the charge. Sustainability - investing in companies that are engaged in sustainable activities is becoming increasingly important to many investors. Some don't want to invest in businesses who use fossil fuels, or fund mining companies for controversial projects. We dive into investing sustainably and look at the surprising success of this theme. In this episode you will learn: • How you can access the NASDAQ via an ETF, and get access to the top 100 tech stocks • How big tech companies are evolving and changing the world • What impact privacy regulations may have on the likes of Facebook and Google • How and why cybersecurity is growing very quickly • Some of the more elaborate ways that companies have been hacked • What sustainable investing is, and why it's important • How companies are screened for the sustainable funds • The returns for the sustainable funds are quite surprising Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) • Gold Bullion ETF - Currency Hedged (ASX: QAU) • Facebook (NASDAQ: FB) • Amazon (NASDAQ: AMZN) • Symantec Corporation (NASDAQ: SYMC)Head over to our Basics ETF 101 page for more information Hosted on Acast. See acast.com/privacy for more information.

Ultimate Guide To ETFs Exchange Traded Funds (ETFs) have been one of the buzz words in the investing world for a number of years. They're changing the way that people invest their money, and in some ways, making it a lot easier for beginner investors to enter the market. But the question we always hear is WTF is an ETF? We sat down with Ilan, the co-founder of BetaShares which is the largest Australian provider of ETFs, to discuss the fundamentals. ETFs are a fantastic way for you to get access to a huge variety of different companies and 'themes' on the stock market, both domestic and international. They also give you the opportunity to invest in commodities, such as gold and silver, or to bet against the market and profit if it goes down. ETFs can be a little confusing as there are so many out there, and sometimes it's hard to know what to buy. Ilan takes us through them, step by step, so by the end of this episode you'll know everything you need to get investing! In this episode you will learn: • What an ETF actually is • The different types of ETFs - active ETFs, passive ETFs, different asset classes than can be accessed via an ETF • The difference between and ETF and an Index Fund and an Listed Investment Company (LIC) • The 3 main benefits ETFs provide you • Why ETFs have shaped the investing landscape since the Global Financial Crisis (GFC) • The risks associated with investing in ETFs • How to use ETFs in your portfolio Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) • US Equities Strong Bear Hedge Fund - Currency Hedge (ASX : BBUS) • Australian Equities Bear Hedge Fund (ASX: BEAR) • Gold Bullion ETF - Currency Hedged (ASX: QAU) Head over to our ETF Basics 101 page for more informartion Hosted on Acast. See acast.com/privacy for more information.

True or false? There is an exchange traded fund called 'Global Millennials ETF (Code: MILN)' that holds companies that service millenials. True or false? There is an exchange traded fund called 'Tobacco Companies ETF (Code: SMK)' that holds the world's largest tobacco companies. Exchange Traded Funds give you the ability to access many different markets and invest in a large range of companies without the need to spend time investing in individual companies. This week we kick off our 3 part series on ETFs with Betashares, and sit down with Ilan Israelstam. Ilan is Head of Strategy and Marketing at Betashares and has vast experience in financial services and investing. After spending time in private equity and venture capital, Ilan worked for the world's leading strategy consulting firm The Boston Consulting Group, before spending 18 months of careful planning to launch Betashares. Betashares is the largest Australian provider of ETFs. This episode we discuss the history of Betashares, Ilan's incredibly interesting background and then put his knowledge to the test with a game of exotic ETFs. Head over to our ETF 101 page for stacks of information on the ETFs Betashares have on offer, as well as how to get started! In this episode you will learn: • How Ilan went from starting his first business in university to running Betashares • What Betashares is • Why it's important that Betashares is Australian • How Betashares combatted some of the world's biggest ETF companies Stocks and resources discussed: • Australian 200 ETF (ASX: A200) • NASDAQ 100 ETF (ASX: NDQ) • Global Sustainability Leaders ETF (ASX: ETHI) • Australian Sustainability Leaders ETF (ASX: FAIR) • Global Cybersecurity ETF (ASX: HACK) To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.

In this episode we wrap up our 3-part series 'Thinking like Warren Buffett'. We've pulled out a 9-question checklist from Buffettology, a book by Warren's daughter-in-law Mary Buffett. We've each chosen a stock and are running through the checklist and seeing if our chosen stocks pass the Buffettology test. In this episode we answer questions 7, 8 & 9. For Questions 1-4, check out episode 46. For Questions 5-6, check out episode 47. In this episode you will learn: • Why retained earnings are so important. • What good capital allocation looks like for businesses. • About share buybacks. • Why Warren prefers buybacks to dividend payments. • The importance of finding businesses that can adjust prices for inflation. • Whether the boys chosen companies passed the 9-part checklist. Stocks and Resources Discussed: • ResMed (ASX & NYSE: RMD) • Boral (ASX: BLD) • Buffettology by Mary Buffett • Equity Mates Recommended Reading Page[This episode is brought to you by Stake - The Australian investing platform offering access and free brokerage to US markets. For more information & to sign up check out: equitymates.com/stake] Hosted on Acast. See acast.com/privacy for more information.

We continue on our quest to try and think like the worlds greatest investor, Warren Buffett. If you missed the previous episode, it is a must listen before you continue with this one, as we begin answering 9 questions the master investor himself tries to answer when he's looking to buy a company. Mary Buffett, his daughter-in-law, has written a book called Buffettology, where she uncovers some of the practical techniques Warren uses to invest. We have both chosen a company each and we're seeing how it stacks up against the 9 key questions. Last week we looked at the power of the brand name of each of the companies, and how strong consistent the earnings were. This week we delve into what the companies do with their earnings. In this episode you will learn: • do the businesses get to retain their earnings, and what that actually means • how much the businesses spend on maintaining their current operations and why that is very important to know • what 'goodwill' means and how to watch out for it Stocks and resources discussed: • Buffettology - Mary Buffett • Resmed (ASX: RMD) • Boral (ASX: BLD)To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.

Warren Buffett is one of the worlds most successful investors, amassing a fortune of over $84 billion dollars! Wouldn't it be nice to be able to think like Warren Buffett? Well now you can! Warren's daughter-in-law, Mary Buffett wrote a book called 'Buffettology', which delves into the thinking of Buffett. It's a fantastic book - a must read. Towards the start of the book Mary talks through 9 key questions that Buffett will always ask when he's determining if a stock is worth buying. These are questions that anyone can answer. You don't need a degree or much knowledge in investing to have a crack at answering these yourself. This episode we each choose a company and answer the first 4 questions ourselves, to see if we've chosen a company that Buffett himself would invest in. In this episode you will learn: • If our businesses have an identifiable consumer monopoly • If the earnings of our companies are strong, and showing upward trend • If our companies are conservatively financed • If the companies of choice consistently earn high rate of return on shareholders' equity Stocks and resources discussed: • Buffettology - Mary Buffett • Resmed (ASX: RMD) • Boral (ASX: BLD)To keep up to date with the latest in the world of investing, and get tailored articles for the Basics 101 of investing, sign-up to our weekly Thought Starters email. Knowledge is power! Hosted on Acast. See acast.com/privacy for more information.

An investor walked onto the trading floor and asked "What's the difference between $300k and $4.3 million?"... "Fees!" yelled a savvy investor. "Haha what a joke, the answer is my boat!" yelled a fund manager. Both are right, but warning this is NOT a joke. Last week Bryce found a tweet that sparked conversation with Alec. We both know that avoiding fees is one of the golden rules to successful investing but when we saw the HUGE difference it can make. Here is the tweet: Fees stop your money from growing, and as a beginner, the better understanding you have of the impact of fees, the better. Over a lifetime, fees can be the difference between early retirement and a struggling portfolio. This episode we discuss investing fees - what they are and how to avoid them. In this episode you will learn: • What to look for in investment fees • Transaction fees • Expense ratio • Investment management fees • Ways to avoid paying fees Stocks and resources discussed: • ASX Exchange Traded Fund tracking the US Top 500 Companies: IVV • ASX Exchange Traded Fund tracking the US Top 500 Companies: SPY • Cheapest ETF tracking the ASX Top 200 companies: A200 • Free brokerage platform to trade stocks in the US: StakeCheck out our Thought Starters email for all the news articles Ren spoke about. Until next week! Hosted on Acast. See acast.com/privacy for more information.

Graham Cooke is the Insights Manager at comparison website Finder.com.au. We spoke to him to gain the benefit of his work at Finder and to better understand how we can maximise our savings and capitalise on the new wave of investing apps and platforms that are coming to Australia. In this episode you will learn: • Why understanding the RBA cash rate is critical to achieving your savings goals • Where you can find the best interest rate for your savings • About Peer-to-Peer (P2P) lending and why it offers a higher interest rate than traditional banks • The generational divide in market participation • Why only 25% of Australians have invested outside of superannuation • The different services offering brokerage free transactions in Australia • Services available to people who don't think they have the money to invest • A platform designed to open up the property market to Australians Stocks & Resources Discussed: • Finder.com.au homepage • Finder.com.au's bitcoin mining article • ME Bank • Rate Setter • Robin Hood • Whaley • Stake - Equity Mates landing page • Raiz Invest (formerly Acorns Australia) • Brick X • Business Insider's article on Brick X Hosted on Acast. See acast.com/privacy for more information.

With so much going on in the financial world, we couldn't fit all of our catch-up into one episode. So for this episode we bring you part two of our catch up. In this episode you will learn: • Some of the major findings coming out of the Banking Royal Commission • Why Tesla has halted production of their mass-market car, the Model 3 • About China's recent tariff on Sorghum (and how we predicted this in our Trade War episode) • Why the major tech companies are looking to build their own microchips • The books the boys have read recently Stocks and Resources Discussed: • Banking Royal Commission • $200 million paid by customers for services they didn't receive • AMP mislead the regulator • CBA continued giving credit to a known gambling addict • HSBC money laundering story • Tesla • Halted production of Model 3 • Sorghum & The Trade War • China impose 179% tariff on US sorghum • $216m fleet of sorghum heading towards China diverted • Wondering why this little known crop was the target of Chinese tariffs? • Microchips • Amazon is following Google & Apple into making their own chips • Facebook looking to build team to design own chips • Books we're reading • Buffettology - Mary Buffett • One up on Wall Street - Peter Lynch • Secrets for profiting in bull and bear markets - Stan Weinstein • Trade like a stock market wizard - Mark Minervini • Lords of Finance: The bankers who broke the world - Liaquat Ahamed Hosted on Acast. See acast.com/privacy for more information.

With a lot going on and things moving very quickly we took the opportunity to sit down and catch-up on a few things that have piqued our interest over the last couple of weeks. In this episode you will learn: • About the battle for Flipkart in India, between Walmart and Amazon • Why Alec would buy Walmart, but Bryce would buy Amazon • How the markets have performed since December - are we up, down or flat? We've teamed up with Stake, who offer the easiest way to trade stocks in the US. They offer free brokerage, and now if you sign-up and fund an account they'll top up your account with $25! Free brokerage and $25 to get your trading journey in the US started. Sign up here Hosted on Acast. See acast.com/privacy for more information.