Equity Mates Investing Podcast

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.

Charlie Viola, founder of Viola Private Wealth and a leading financial adviser in Australia, joins the discussion to help Bryce navigate his portfolio dilemmas. They dive into the booming demand for Nvidia's Blackwell chip, yet caution about customer concentration risks. The conversation shifts to increased mortgage stress in Australia, revealing a doubling in households behind on payments. Lastly, they explore how the stock market has historically created immense wealth, emphasizing its potential as a powerful investment avenue for all.

In this episode, Luke Laretive, a financial advisor and founder of Seneca Financial Solutions, shares his expertise on Australian small-cap stocks. He reflects on lessons from his fund's first anniversary and offers insights from a recent mining trip in Western Australia. Luke discusses the misconceptions of larger financial institutions and shares his top three high conviction stock picks. He also delves into trends in the iron ore and lithium markets, emphasizing the importance of thorough research and firsthand experiences in making investment decisions.

Discover if it's feasible to create a $1.5 million portfolio by investing $200 weekly over 22 years. Dive into Nvidia's stellar earnings and the ripple effects of trade restrictions on Chinese tech companies. Learn from Cathie Wood's staggering billion-dollar mistake and the importance of timing in active management. Explore investment strategies to balance risk and return while setting realistic financial goals, and understand the growing role of index investing in today's market.

In this engaging discussion, Sam Gordon, the founder of Australian Property Scout, shares his inspiring journey from humble beginnings on a rabbit farm to becoming a successful property investor. He emphasizes the active nature of property investing, recounts his challenges—including sleeping in a backyard to renovate—and discusses the importance of education. Sam also dives into innovative renovation strategies and the critical role of timing and market selection, offering listeners invaluable insights for building their own property portfolios.

Charlie Viola, a top-rated Australian financial advisor, joins the discussion to share insights from the Sohn Hearts & Minds Conference. They analyze stock picks from 11 investment experts and delve into the challenges faced in the Australian financial advisory landscape. Bryce reflects on his sale of Mineral Resources amidst corporate turbulence. They highlight the importance of adapting investment strategies and engaging in portfolio reviews—verse through the lens of community-driven investment practices.