Equity Mates Investing Podcast

Global stock markets are in a bear phase, leading to questions about what investors should do next. The hosts discuss the risks of selling during downturns and share their strategies for capitalizing on buying opportunities. Historical parallels and the importance of staying invested despite volatility are highlighted. They also touch on how to navigate personal investment strategies and the role of quality stocks in uncertain times. Finally, there’s a mix of investment insights with a nod to personal beauty product innovations.

Phil Thompson, a financial adviser and founder of Skye Wealth, shares vital insights on life insurance. He explains why many Australians are under-insured and how to assess your coverage needs. Learn effective strategies to save on premiums and avoid common pitfalls in insurance decisions. Thompson highlights the unique challenges faced by Australians living abroad, emphasizing the importance of retaining an Australian policy and how mental health is increasingly considered in coverage options. Tune in for expert advice that could save your financial future!

Recent tariffs introduced by Trump have sent shockwaves through global markets, prompting a discussion on long-term investment strategies. The hosts reveal seven promising stocks on their watchlist while also exploring the booming defense sector. Insights into the impacts of geopolitical tensions on commodities and the potential of defense ETFs take center stage. They also analyze the stock performance of notable companies like Eli Lilly and Games Workshop, providing a comprehensive overview of current investment opportunities.

Sam Watkins, Managing Director and Head of PIMCO Australia and New Zealand, shares insights into the evolving fixed income landscape. He discusses PIMCO's expectation of three rate cuts in 2025 and the significance of this for investors. The conversation delves into the active versus passive debate in fixed income, explaining how new Active ETFs can enhance accessibility for retail investors. Watkins emphasizes why now is critical for fixed income investments and the unique strategies behind PIMCO's latest fund offerings.

Matt Ingram, a financial advisor from Northhaven Financial Management, joins Bryce to discuss the journey of obtaining personal financial advice. They dive into Bryce's new superannuation portfolio and share insights on recent market shifts. The duo analyzes rising costs in Australia, highlighting the political impact ahead of elections. They also cover the importance of setting financial goals and effective portfolio diversification strategies. Their conversation sheds light on personalized investment tactics and the value of active portfolio management.

In this discussion, Christopher Joye, founder of Coolabah Capital and a prominent economic columnist, dives deep into the current fixed income market. He shares bold predictions on inflation and the potential 'humiliation' facing the RBA due to upcoming economic data. Joye also expresses an unexpected optimism about the impact of DOGE on the market. From macroeconomic challenges to the surge in private credit, he offers sharp insights into how government spending and rising interest rates could reshape the financial landscape.

In this discussion, investment expert Adam Dawes shares vital strategies to avoid a costly $700,000 mistake. He sheds light on the rapid advancements in the robo-taxi sector, spotlighting competition between Waymo and Tesla. Dawes also reviews a community member's portfolio, emphasizing diversification and smart ETF choices. He introduces the Strongman Portfolio, balancing growth and defensive stocks, and discusses the power of dividend reinvestment for boosting long-term returns. His insights are a must for any savvy investor!

Emma Quinn, President of Cboe Australia, and Oran D'Arcy, Head of Listings, APAC at Cboe Australia, dive into the booming Australian ETF market. They discuss the dramatic rise from $55 billion to $258 billion in assets since 2019 and share insights on investment trends in global equities and active ETFs. The duo highlights evolving fee structures and the significance of technological advancements for market stability. They also express excitement about upcoming collaborations and the active participation of local investors in shaping the future landscape.

The Australian government's pre-election Budget raises eyebrows for its lack of substantial energy policies. Recent market trends spotlight Tesla's struggles versus BYD's electric vehicle success. David Tepper's investment strategies reveal a focus on Chinese tech giants. The discussion on stock buybacks explains their impact on shareholder value and addresses a listener's question about this trending topic. Expect insights into the financial landscape and the implications of recent investment moves!

In this engaging talk, Andrew Hewison, Managing Director of Hewison Private Wealth, shares his expertise from the financial advising realm. He discusses the shift towards individually managed accounts and the unique advantages they offer over standard models. Hewison also highlights the impact of AI on client communication and the necessity of bespoke portfolios. With insights into the evolving landscape of financial advice, he encourages adaptability and innovative thinking in meeting clients' needs.