Equity Mates Investing Podcast

Equity Mates Media
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Apr 10, 2024 • 39min

TikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royalties

In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover:An update from small cap manager FairlightWe continue our quest for an acronym for the Australian market The invest case for and against music royaltiesOther investments with royalty payments that we preferPimp my Portfolio with Luke Laretive returns We hear from some of TikTok's worst investorsResources discussed: Want to speak to Luke? Fill out this form on our websiteHave a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------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.
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Apr 8, 2024 • 33min

Buy or Sell with Adam Keily and Adam Dawes

We're back for the latest episode of Buy or Sell.In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners. Do you have a stock you want to ask about? Hit us up via our website. —------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.
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Apr 7, 2024 • 36min

Move over Magnificent 7, meet the Magnificent 11, Bryce’s small cap investment & Compounding continued

You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episodeWhy the Magnificent 11 are also known as the GRANOLASWhy Ren isn't convinced by the Magnificent 11 just yetWhich group of stocks have performed better over the past year - the 7 or the 11?Bryce's latest investment - a small cap fund managerWhat you need to do to enjoy the benefits of compoundingResources discussed: Listen to our episodes with Fairlight's Nick CreganListen to our episodes with Fairlight's Will DowdHave a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------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.
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Apr 3, 2024 • 36min

A Truth Social conspiracy, Pimp my Portfolio & the business of Champagne

Financial expert Luke Larative discusses Trump's Truth Social IPO and Reddit's performance. They delve into Boeing's challenges, portfolio diversification, and new book club picks. The podcast also covers the evolution of Champagne and the legacy of Widow Clicquot, offering valuable insights for investors.
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8 snips
Apr 1, 2024 • 43min

Expert: Sam Gordon - Rentvesting, Equity Recycling & what is going on with Aussie property?

There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout. In today’s episode we cover: The concept of Rentvesting and how it can help you get your foot on the property ladderThe do’s and don’t’s of Equity RecyclingThe state of the Australian property market The supply challenges and when we might see housing supply keep up with demand Areas of Australia that might be more attractive to investors than the major capital citiesWant to ask a question or join us on the podcast, hit us up via our website. —------A big thank you to Australian Property Scout for sponsoring this episode. To find out more, head to their website or check out Sam’s podcast: Scouting Australia. —------We’re back with our first live event of 2024.Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets.—------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.
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Mar 31, 2024 • 30min

Lump sum or DCA, the latest on Ozempic & a baby Berkshire?

Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs.In this episode we cover:How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trialsThe growing list of competitors to OzempicWhy these drugs could be incredible technology but less-than-incredible investments from hereA new company trying to copy Berkshire Hathaway's playbookThe impressive first 20 years of this company's Berkshire-lite playbookWe answer the age-old question: should I invest in a lump sum or dollar cost average?Resources discussed: Markel Group's 2023 shareholder letterDCA v Lump Sum: Nick Magulli studyDCA v Lump Sum: Morgan Stanley studyDCA v Lump Sum: Vanguard studyDCA v Lump Sum: Morningstar studyJoin the Facebook Discussion GroupPick up our book Don’t Stress Just InvestHave a question? Ask via our website and we'll answer it on the podcast.—------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.
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Mar 28, 2024 • 46min

Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going

Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’. Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024. In today’s episode we cover: How infrastructure is much broader than toll roads and bridges The way to analyse infrastructure assets and the businesses that own themBen and Jowell’s favourite infrastructure stocks The trillions (yes, with a t) that will need to be invested in energy infrastructure to drive decarbonisation and the energy transition Why airports have been such a great infrastructure asset Resources discussed: Learn more about Magellan Financial Group’s infrastructure funds on their websiteWant to ask a question or join us on the podcast, hit us up via our website. —------Thank you to Magellan Financial Group for sponsoring this episode. You can find out more about their range of listed infrastructure funds on their website. —------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.
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Mar 27, 2024 • 40min

Super-for-Housing 🤮, Pimp my Portfolio 💰 & investing in India 🇮🇳

The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hearThe details behind the Australian opposition's proposed superannuation-for-housing policyWhy we think the policy isn't a great idea (but will probably still happen anyway)Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolioWe answer a question about how Ren invests in IndiaResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorWant to speak to Luke one-on-one? Fill out this form and ask for LukeJoin the Facebook Discussion Group Pick up our book Don’t Stress Just InvestEmoji's in title - yay or nay? Let us know via our website. Submit your portfolio or ask a question, also via our website. —------We’re back with our first live event of 2024.Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets.—------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.
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Mar 25, 2024 • 40min

Ask an Advisor: Glen Hare - The most common questions Aussies are asking advisors

Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears. In this episode, we unpack those questions. Including:Strategies to build passive income Setting your retirement goal and FIRE numberHow much we should be investing while youngBalancing investing inside of superannuation and outside of itHow young people can keep momentum with their finances while moving overseasConsiderations for buying and paying off your first home Resources discussed: Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for GlenSecure your ticket to see Glen live at our upcoming live show: Ask an AdvisorWant to ask a question or join us on the podcast, hit us up via our website. —------We’re back with our first live event of 2024.Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets.—------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.
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Mar 24, 2024 • 34min

Interest rate expectations, supermarket inquiries & ASX 200 rebalance - who's in, who's out?

Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out? That’s not all we discuss in another big episode of Equity Mates: The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 monthsWhat investors that own an ASX200 ETF need to doThe 9 enquiries into supermarket price gougingSome of the numbers behind Aussie supermarkets and how they compare to their international peers What 40 economists believe will happen next to Australian interest ratesWhat economists believe will happen over in the US as well Resources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorJoin the Facebook Discussion Group to read the full supermarket payment terms emailPick up our book Don’t Stress Just InvestWant to ask a question or join us on the podcast, hit us up via our website. —------We’re back with our first live event of 2024.Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. Click here for more information and to secure your tickets.—------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.

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