Equity Mates Investing Podcast

Elise Kennedy, an investment analyst at Schroders with a rich background including stints at Morgan Stanley and Jarden, dives into her journey in finance. She discusses transitioning from sell-side to buy-side roles and shares insights on current investment opportunities, particularly in technology and healthcare. Elise emphasizes her investment philosophy shaped by the past year's market lessons and the importance of diversification in strategies. She highlights the growing presence of women in finance and the need for tailored investment approaches.

Geoff Wilson, Chairman and Chief Investment Officer of Wilson Asset Management, shares insights from his extensive career in finance. He discusses the successful growth of Wilson into ten listed investment companies and the unique valuation methods they employ. Listeners learn about the importance of management quality and earnings growth in investment decisions. Geoff also shares invaluable lessons for young investors, emphasizing the significance of understanding consumer trends and innovative charitable approaches.

Rikki Bannan, the Executive Director of Small Caps at IFM Investors, shares her expertise in biotech investing, discussing standout stocks like Telix and Clarity that have soared in 2024. She emphasizes the importance of skepticism in investing and staying true to your thesis. Rikki also reveals three key lessons from her career, including the need for thorough research and understanding intrinsic value. This conversation is a treasure trove for young investors, exploring the dynamics of small-cap stocks and the art of effective portfolio management.

Ben Griffiths, co-founder and executive chairman of Eley Griffiths, brings over 30 years of investment expertise to the conversation. He emphasizes the overlooked potential of small-cap stocks and shares his unique strategies for building a 30-year investment portfolio. Ben discusses how he educates his children about financial principles and the importance of quality management in investments. He underscores diversification and long-term thinking as keys to successful investing, making this a masterclass in prudent wealth-building.

Peter Nevill, a former Australian test cricketer and now a financial advisor, shares his journey from sports to finance. He emphasizes the importance of delaying instant gratification in investing and opting for productive assets. Peter discusses strategic insights for high-net-worth portfolios, including unconventional opportunities like water rights. He addresses the financial challenges athletes face post-career and underscores the need for financial literacy and tailored advice for sustained wealth and security.

Join Nick Griffin, Founding Partner & CIO of Munro Partners, as he delves into the future of Nvidia and why its growth story isn’t over yet. With over 15 years in the chip space, Nick shares invaluable insights on his investment philosophy, highlighting effective strategies for building a long-term portfolio. He discusses the impact of AI on investments, the importance of management alignment, and shares exciting stocks on his radar. Tune in for a blend of expertise and refreshing perspectives on growth stocks.

The hosts review their bold predictions for 2024 and discuss how global markets shifted throughout the year. They reflect on their annual stock of the year competition and review the best-performing stocks. The complexities of weight loss treatments are examined, highlighting market challenges. Tesla's recent stock decline sparks conversations about business and politics. Finally, they underscore the importance of long-term investment strategies while teasing an exciting upcoming summer series.

In this insightful discussion, Andrew Brown, Executive Director of East 72 Holdings and renowned for his market predictions, reviews his forecasts for 2024. He dives into the impact of inflation and interest rates on the economy. Andrew shares thoughts on investment opportunities in gold, oil, and stock market indexes, revealing what's overvalued. The conversation also touches on political figures like Donald Trump and Elon Musk, and explores big themes including the business of sport and the rise of artificial intelligence.

Financial expert Adam Dawes joins the discussion, offering insights on buying a house with just a 2% deposit through the government's Help to Buy scheme. The conversation also highlights Apple’s shift from the most profitable Big Tech giant to the least, exploring the implications for investors. Dawes shares invaluable portfolio health checks, emphasizing the importance of diversification and prudent investment strategies in a fluctuating market. It's a practical guide for making informed financial choices!

Kerry Craig, Executive Director & Global Market Strategist at J.P. Morgan Asset Management, shares insights on market dynamics influenced by Trump's policies. He discusses the expected impacts on inflation and interest rates in both the US and Australia. Craig highlights potential high-performing stock markets over the next 15 years and the role of AI in shaping the economy. He advises retail investors on strategies for navigating inflationary times, emphasizing diversification and emerging global trends.