Equity Mates Investing Podcast

Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks. Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction. In today’s episode we cover: Why home country bias is a concern for investorsThe practical ways to break out of your home country bias and invest globallyA 101 on portfolio construction Some general rules of thumb for asset allocationWhy JP Morgan Asset Management is bringing active ETFs to the ASXResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorLearn more about JP Morgan Asset Management's ASX-listed Active ETFs on their website.Want to ask a question or join us on the podcast, hit us up via our website. —------Thank you to JP Morgan Asset Management for sponsoring this episode. You can find out more about their range of ASX-listed Active ETFs on their 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.

Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode. That’s not all we discuss in another big episode of Equity Mates: What the hell is going on at Boeing?When does the aviation giant become a good investment? Which S&P 500 company is having a worse year than BoeingWhy compounding really is the 8th wonder of the worldSpeccy Magee returns to unpack the world of crypto speccies, including DogWifHatResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorMoney Smart Compound Interest CalculatorPick 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.

We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Andrew Page of Strawman.com. Do you have a stock you want to ask about? 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.

The past 10 years has seen some incredible Australian companies emerge and make their mark here in Australia and around the world. On today’s episode we take a look at the top 5 ASX-listed companies of the past 10 years. Hopefully you had a couple in your portfolio. That’s not all we discuss in another big episode of Equity Mates: We look at the crazy growth of Shein & Temu in AustraliaWhat happens if TikTok gets banned or sold in the USWe reveal the top 5 ASX stocks of the past decade (that aren’t mining)Then we look at the top performing miners as well Finally, we chat to Tracey from the Crypto Curious podcast about what is happening with Bitcoin, Ethereum and the world of cryptoResources discussed: Pick up tickets for our upcoming live show: Ask an AdvisorWe built our list of top ASX-listed stocks on TIKRListen to Tracey on the Crypto Curious Podcast (Apple | Spotify)Pick 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.

Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. That’s not all we cover in today’s episode:How stock markets around the world are hitting all time highsThe bull market in crypto The best way to switch brokers One of the worst stock market predictions we’ve ever readResources discussed: Sign up to Sharesight and track your portfolio like BrycePick up our book Don’t Stress Just InvestAll of our company data comes from TIKRWant 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.—------Want to keep learning? Check out the Rask + Equity Mates investing courses. We’ve worked with the team at Rask Invest to produce two great investing courses:Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolioThe Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------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.

Valuation expert Aswath Damodaran discusses key concepts including price v value, drivers of valuation, and inflation impact. Delve into valuing Big Tech, winner-take-all economics and mastering patience in investing. Explore Nvidia's role in tech advancements.

The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all. In this episode we also:Cover Nancy Pelosi’s latest stock pick (and the controversy around her stock trading more broadly)Are joined by Romero for the latest Pimp my Portfolio Discuss Morgan Housel’s latest book, Same As EverLinks mentioned:Link to Morgan Housel’s Same as AlwaysFacebook Discussion GroupWant to get in touch with Luke? Fill out this form. Want to ask a question or join us on the podcast, hit us up via our website. —------Want to keep learning? Check out the Rask + Equity Mates investing courses. We’ve worked with the team at Rask Invest to produce two great investing courses:Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolioThe Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------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.

For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode. That’s not all we cover in another big episode of Equity Mates, you’ll hear:Why Reddit is finally going to list on the share market How Reddit’s numbers compare to two of its social media peers: Snap and PinterestWhat to do when you receive a letter from a share registry How to sign up to a dividend reinvestment plan Links mentioned:Warren Buffett’s latest shareholder letterArchive of all Buffett lettersFacebook Discussion GroupWant to get in touch with Luke? Fill out this form. Want to ask a question or join us on the podcast, hit us up via our website. —------Want to keep learning? Check out the Rask + Equity Mates investing courses. We’ve worked with the team at Rask Invest to produce two great investing courses:Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolioThe Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------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.

Learn about the importance of insurance from specialist Phil Thompson. Explore different types of personal insurance and how to optimize coverage. Understand the impact of super funds on insurance options. Discover the significance of income protection and life insurance policies at different life stages.

A big episode to start the week here at Equity Mates. We:Hear Bryce pitch a stock Are joined by Maddy for Pimp my Portfolio Unpack the lessons from 2 investor lettersLinks mentioned:2024 Community SurveyRowan Street Capital LetterAce River Capital LetterReddit r/SecurityAnalysisPodcast episode with Yaron Naymark on RCI HospitalityFacebook Discussion GroupWant to get in touch with Luke? Fill out this form. Want to ask a question or join us on the podcast, hit us up via our website. —------Want to keep learning? Check out the Rask + Equity Mates investing courses. We’ve worked with the team at Rask Invest to produce two great investing courses:Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolioThe Value Investor Program goes deep into stock selection and valuation. For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. —------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.