Equity Mates Investing Podcast

The return of Donald Trump sparks intriguing shifts in the markets, with stocks emerging as the favored investment over Bitcoin and gold. A deep dive reveals investor sentiment following Trump's election victory, including the S&P 500 surge and the dollar's strength. The departure of a long-serving CEO provides insights into leadership and market dynamics. Key discussions highlight the distinction between investing and speculating, promoting the long-term value of stocks. Listeners are encouraged to engage and explore their investment journeys.

How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying. —------Thank you to Betashares for sponsoring this episode and helping us keep all of our content free. Interested in exploring Betashares Direct? Check out the website or download it from the App Store. —------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.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------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.

Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. We split the night into 3 segments:Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property ScoutDeal or No Deal: A property investment game with Sam GordonHowever you want to build wealth - property or stocks - we cover it in a fun night. —------Thank you to Australian Property Scout for sponsoring our live show and helping us get up to Brisbane. Want more Sam Gordon? Check out his Australian Property Scout Summit on 17 November in Sydney.—------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.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------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.

Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels and creating green energy solutions. In today's episode we discuss:Where the nickname Twiggy comes from How he is spending his time today What are his biggest problems with 'net zero'Why Fortescue has committed to 'real zero' instead Whether a complete phase out of fossil fuels is truly possibleAdvice for young Australians starting their careers —------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.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube—------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.

Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist. That's not all we cover in a big episode of Equity Mates:Bitcoin is back at all time highs Reddit has turned a profit for the first time and shot up 40%Woolworths disappoints and falls 6%Charlie Viola joins us for another edition of Pimp my 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.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------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.

In this discussion, Michael Frazis, founder of Frazis Capital Partners and a growth-investing expert, shares insights from his impressive 74% fund increase. He delves into the booming biotech scene in Australia, spotlighting cost-effective trials and innovative companies. The conversation shifts to semiconductors and AI, emphasizing market dynamics and key players like NVIDIA. Frazis also discusses the rising GLP-1 drugs, like Ozempic, and their broader health applications, revealing exciting investment opportunities in these rapidly evolving sectors.

David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here.So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.That's not all we cover:America is cooked (and no, we're not talking about the election)Robinhood is introducing prediction markets and betting to its investment platformThe New York Stock Exchange wants to move to 22 hour tradingWe answer two listener questions on Emerging Market ETFsAnd we compare the returns of index investing against active management in emerging marketsResources discussedDavid Einhorn's letterDaniel Loeb's letter—------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.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------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 Invest—------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.

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode. Want to follow along as we go? Dylan has prepared this presentation that outlines the three scenarios. —------If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------Want more Equity Mates:Sign up to our email to keep up with business news 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, and 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.

Sam Gordon, Founder of Australian Property Scout, shares his expertise on the Australian property market. He discusses the latest trends, revealing the market value has surpassed $11 trillion and varying performances across cities. The conversation dives into the upcoming property summit in Sydney, offering valuable insights for investors. Additionally, they explore the fascinating partnerships between Big Tech and nuclear energy, examining how AI could shape future investments in the energy sector.

Jared Pohl, a partner and portfolio manager at ECP Asset Management, shares his insights on active investing and growth strategies. He emphasizes the significance of choosing the right active managers and discusses ECP's meticulous stock selection process. Pohl highlights compelling Australian growth stocks like Guzman and A2 Milk, stressing the importance of total addressable market in investment strategies. He also examines the dynamics of founder-led businesses versus professional management, revealing key traits of successful companies.