Equity Mates Investing Podcast

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.

Cameron Gleeson, an investment strategist from BetaShares, brings his expertise to discuss the rise of leveraged ETFs in Australia. He dives into Netflix's rollercoaster journey, having surged over 300% after a steep decline. The conversation also touches on the turmoil faced by founder-led businesses and potential investment opportunities within them. Gleeson critiques misguided financial advice often seen on social media, warning against risky strategies like using debt for depreciating assets, while promoting smarter investing approaches.

Henry Jennings, Senior Market Analyst at Marcus Today, shares his expertise on the stock market. He dives into the performance of Liontown Resources and its potential as a long-term investment in the lithium market. The conversation also covers Zip's impressive gains, NextDC's exciting growth due to rising demand for data centers, and the political challenges facing Linus Rare Earths. With a mix of humor and sharp analysis, Jennings offers valuable insights for investors navigating market trends.

Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. That's just one topic we cover in another big episode of Equity Mates:Why Ren is sticking with his broker, rather than moving to Betashares DirectHow to find companies with great investment runwaysAdam Dawes returns for the latest 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.

Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund.Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund.In a wide ranging conversation, we unpack:Why value investing is one of the most overused terms in investing circlesHow Brandywine Global looks for multiple ways to win in an investmentWhy Sorin is underweight the Magnificent 7 mega-cap tech stocksChina's unfolding economic story and why Sorin believes Chinese tech may outperform US tech from hereWhat is going on at Boeing and the airline industry more generally —------Thank you to Brandywine Global for sponsoring this episode and helping us keep all of our content free.You can find out more about Brandywine Global and Sorin's Brandywine Global Opportunistic Equity Fund on the Franklin Templeton website.-----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.

Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode.Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs:Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024 Global X Defence Tech ETF (ASX: DTEC) - 7 October 2024On today's podcast, we compare them each of them and share our preferences. Finally, we close out the episode with some investors 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.