Equity Mates Investing Podcast

Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth, Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio. That's not all we cover in a big episode of Equity Mates:The Bank of Nan & Pop is emerging as a major home loan lender in Australia Rio Tinto is looking to buy Arcadium Lithium, which would make it the 3rd largest lithium player globallyBryce crunches the number on Australian property and concludes: you don't always make money on property —------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.

Sumit Gautam, founder of Scalar Gauge and a seasoned private equity executive, shares his insights on the AI hype. He argues that expectations for AI in 2025 may be overly optimistic and explains his investment philosophy prioritizing software companies. Gautam discusses the differences between private equity and public markets, emphasizing careful selection amid the tech sector's volatility. He also touches on the importance of the Hearts & Minds conference for supporting medical research, where leading investors pitch their best ideas.

In this discussion, Owen Rask, the founder of Rask and chief investment officer of Rask Invest, reveals key insights from his investment portfolio, including the one stock he continues to hold and his approach to ETFs. He explores how the US elections affect market trends and what investors should consider. The conversation also dives into the impact of US dock workers' strikes on the economy and discusses the implications of OpenAI's transition to a for-profit model. Get ready for some enlightening investment strategies!

Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August).Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days.Enough about our investing philosophy, because we're covering a lot in this episode of Equity Mates:The Aussie stocks that led the charge this quarter (how about Zip up 94%!)Australia has delivered a budget surplus for the second consecutive year Koala Airlines is trying to go where Rex and Bonza failedMr Beat Up joins us on the podcast to chat about Boeing's year from hellAdam Dawes 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.

Insurance. It’s more interesting than you think. Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances. Both Bryce and I (Ren) have done the meetings, filled out the forms and received advice from Phil and the team. Our big takeaway: we were woefully underinsured, and we'd hazard a guess that you are too. Join us on this episode as we continue to understand the world of personal insurance and how we can get it right, including:What kinds of insurance we should consider at different stages of life What insurance we can pay for with superannuation How we manage the level of cover we receive through superannuation Some tips and tricks to calculate the cover you need If you want to relive the journey, you can check out our two previous episodes with Phil on our website. —------Want to speak to Phil or another of our hand-picked financial advisers? Let us know a little about you by filling out this form and we'll put you in touch—------Sign up to our daily news email to keep up with stories moving markets.—------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, LinkedIn, TikTok—------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.

Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group, Bryce agreed to lift the lid on his full portfolio. That's not all we cover in a big episode of Equity Mates:Australian inflation is now back under 3%. But don't go celebrating just yetNegative gearing is back in the news and we unpack our view on the controversial tax break for property investors Meta has announced their next-generation augmented reality glasses, Orion. Are they on to a winner?—------Want to get involved in the podcast? Have thoughts on Bryce's portfolio or our views on negative gearing? 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.

Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing. Tune in to today's episode as we lift the lid on our own money habits as we unpack: How we set up our personal finances and budgetsWhat we've been spending on this quarter Of the money we've been saving, what have we been investing in?Any financial and investing goals for the next quarter?From how much we've each been spending on groceries to our latest investments, tune in to this episode to get a closer look at how we've been managing our money. —------Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan! —------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.—------Want more Equity Mates?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.Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Pick 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.

Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held rates steady. We unpack everything you need to know from the latest RBA meeting. That's not all we cover in a big episode of Equity Mates:Microsoft is re-opening an infamous nuclear power plant to power its AI ambitionsNike is replacing its CEO and the market celebrated REA group isn't giving upHow capital gains tax works and how you can best manage itWe close with 3 new investor confessions —------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.

One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from Fairlight Asset Management who has invested in Rightmove to understand what REA Group sees in Britain and where it might go next. That's not all we cover in a big episode of Equity Mates:Elon Musk and Larry Ellison are begging for a product, can you guess what? Why Oracle is up more than 50% this year Super-for-Housing has been raised again. It is still a bad idea.Luke Laretive returns for another 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.

The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with the world. That's not all we cover in a big episode of Equity Mates:Bryce's latest investment is an Aussie mining companyThe world is cutting rates, so why isn't Australia?OpenAI had unveiled a new PHD-level AI Why we love the resilience of the share market (and you should too!)—------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.