Equity Mates Investing Podcast

Explore global investment trends as markets show unexpected performances. Delve into Warren Buffett's latest deal and his influence before retirement. Discover why Japan is often excluded from Asia ETFs, alongside its surprising recent market turnaround. Discuss the implications of investing in Japan now. Finally, speculate on the future of computing with a shift towards next-gen devices, including Apple's pivot from Vision Pro to traditional smart glasses and the challenges faced by OpenAI in hardware production.

Insurance: Often considered not important, until that moment when it becomes the most important thing. So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth. Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world. If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter.We’re particularly excited to share our latest show: Basis PointsWatch or listen to the show (Apple | Spotify | YouTube)Read the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack your portfolio with Sharesight—------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 hosts dive into the speculative nature of today's AI-driven market, questioning if we're in another tech bubble. They analyze how current profitable tech differs from the cash-burning dot-com era. Adam Dawes reviews a community member’s portfolio, highlighting the need to reassess underperforming stocks. Tips on recognizing when to sell thematic ETFs and cognitive biases like loss aversion come into play. Learn why realizing losses can actually be beneficial for your investment strategy!

Adam Bowe, Executive Vice President and Head of Australia portfolio management at PIMCO, shares insights into the world of fixed income and bonds. He dispels the myth that bonds are only for retirees, highlighting their accessibility through mutual funds and ETFs. Adam explains why younger investors should consider bonds for income and diversification. He discusses the attractive valuations in the current market, the performance of active management versus passive options, and forecasts for interest rates in Australia and the US.

This discussion kicks off with a massive $55 billion buyout of Electronic Arts, revealing how shareholder perspectives shape such deals. The hosts then dive into the rising threat of off-market property sales for major real estate platforms. They also explore South Korea's exciting competitive crypto trading events with a gambling twist. Later, they tackle super fund questions, comparing SMSFs and their alternatives, while shedding light on the impressive performance of the global banks ETF and the implications of deregulation on bank revenues.

Jess Farr-Jones, a Portfolio Manager at Regal Funds Management, shares her insights into emerging companies and market trends. She discusses the bullish outlook for small and micro-cap stocks, emphasizing quality and earnings growth in her investment strategy. Jess reflects on recent high-profile failures and the lessons learned from them, while also sharing her picks in fintech, AI, and healthcare sectors. Notably, she highlights the potential of the upcoming IPO Karma and names AI infrastructure as a major long-term investment theme.

Across most countries, education is one of the largest industries and one of the most difficult to change. Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you. That's not all we talk about in another big episode of Equity Mates:Australia's latest inflation numbers and what it means for interest rates We close Super September with our complete, 9-step Superannuation checklist Bryce's $500-to-$5k effort continues with a surprising update —------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------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.

In this engaging discussion, Frank Thornmann, a Portfolio Manager at Schroders, shares his insights on identifying companies with a 'positive growth gap.' He highlights Netflix as a prime example of surprising growth through strategic investments. Frank also critiques the short-sightedness of markets, emphasizing opportunities in Europe that many investors overlook. He discusses the benefits of long-term investing versus short-term trading and explains how AI's potential is being selectively integrated into business strategies, focusing on practical examples like Meta.

Sam Gordon, founder of Australian Property Scout and a property investment expert, shares his insights on rent-vesting, a strategy that allows renters to invest in property without purchasing a primary residence. He discusses how to navigate the current Australian property market with realistic budgets and emphasizes prioritizing growth over cash flow to build equity quickly. Additionally, the conversation dives into recent government schemes that can aid in property investments, along with an impressive 39x return on Warren Buffett's BYD investment.

Charlie Viola, founder of Viola Private Wealth and a top-ranked financial adviser in Australia, shares his insights on building long-term wealth. He emphasizes the importance of understanding clients' unique goals before crafting a financial plan. Charlie discusses effective investment structures and the value of disciplined leverage once debt is cleared. He advocates for active investment strategies over generic approaches and provides guidance on maintaining liquidity and rebalancing portfolios, ensuring investments are tailored for sustained growth.