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Equity Mates Investing Podcast

Latest episodes

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10 snips
Feb 16, 2025 • 45min

Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly

In this discussion, financial expert Luke Laretive takes a deep dive into the streaming wars, declaring Netflix the victor over Disney. He also analyses the competitive landscape of GLP-1 drugs, weighing Eli Lilly against Novo Nordisk. Luke shares insights on how market trends are affecting Australian offices and discusses the potential impacts of sports victories on stock markets. Finally, he provides tailored portfolio strategies, emphasizing the importance of diversification and adapting to changing market dynamics.
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12 snips
Feb 13, 2025 • 40min

AI agents managing your money? Dispatches from the 2025 crypto boom - Blake Cassidy | Bamboo

In this engaging conversation, Blake Cassidy, CEO of Bamboo and co-host of the Crypto Curious Podcast, dives into the dynamic world of cryptocurrency. He discusses the evolving landscape since the 2021 boom and highlights promising use cases set to enter the mainstream. The discussion explores AI's role in investment management, the rise of stablecoins, and strategies like dollar-cost averaging to navigate volatility. Blake also shares his personal investment approach, offering insights for both seasoned and novice crypto enthusiasts.
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16 snips
Feb 12, 2025 • 39min

Bryce's $500-to-$5k challenge continues, best stocks for 2025 & gold in the portfolio

Join the exciting journey of turning $500 into $5,000 as the hosts share progress and insights. They delve into the importance of gold in a diversified portfolio, proposing a 5% to 10% allocation. The discussion also covers fast-moving stocks to watch for 2025, highlighting companies like Palantir and Spotify. Plus, emotional stories from the investment challenge reveal market fluctuations and a notable 20% return. Tune in for a blend of practical advice and engaging strategies!
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21 snips
Feb 10, 2025 • 27min

Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more

Adam Dawes, a Senior Investment Adviser at Shaw & Partners, shares his expertise on the stock market and offers insights into various companies. He discusses the promising potential of Xero Limited, highlighting its impressive growth and US expansion. The conversation also touches on the investment outlook for JB Hi-Fi and ResMed, while weighing the merits of gold amidst market uncertainties. Additionally, they explore groundbreaking AI technology for heart image analysis, signaling a new frontier in health investments.
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18 snips
Feb 9, 2025 • 34min

Albo's 1.7% yield, Michael Burry's big China bets & the best entrepreneur you've never heard of

Markets are buzzing with activity, and there's plenty to digest. The hosts dissect the US market's endurance amid political turbulence and tech advancements. Michael Burry's intriguing bets on Chinese tech companies come under the spotlight. They also unveil a lesser-known entrepreneur behind QXO, emphasizing his impressive business history. With insights into peak performers and strategic investment moves, listeners are encouraged to focus on long-term opportunities rather than short-term noise.
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50 snips
Feb 6, 2025 • 42min

Expert: Elisa Di Marco - 3 trends that will define the next decade

Join Elisa Di Marco, Investment Director at Magellan Financial Group and an expert in megatrends, as she explores the transformative trends shaping the next decade. Discover rising healthcare spending and how it's revolutionizing investments in medical technology. Delve into the semiconductor revolution and its vital role in AI and electric vehicles, along with the ongoing US-China competition. Finally, learn about the impact of digital finance innovations and strategies for investing wisely in these dynamic industries.
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14 snips
Feb 5, 2025 • 32min

Bryce's 51-page advice, Mr. Beat-Up's top turnaround stock & some Aussie house prices fall

In this engaging discussion, Mr. BeatUp, an expert in spotting undervalued stocks, shares his insights on navigating today's volatile market. They delve into the impact of Trump's tariffs on Australian companies and housing prices, offering a mixed outlook for buyers. Super Micro Computers gets a spotlight as they dissect its turnaround potential amidst recent challenges. The conversation also critiques alarming social media financial advice while humorously exploring the absurdities of contemporary wealth-building strategies.
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7 snips
Feb 4, 2025 • 46min

Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin)

In this enlightening discussion, Andrew Page, Founder of Strawman.com and an expert in small-cap investing, shares his insights on the burgeoning potential of Australian small caps for 2025. He dives into the historical trends of small-cap performance and strategic investing tips. Page also reveals his evolving perspective on Bitcoin, highlighting its role as a revolutionary form of money rather than just an investment. He emphasizes the significance of thorough research and maintaining belief in one’s investment choices amidst market fluctuations.
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14 snips
Feb 2, 2025 • 36min

Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show

Chris Judd, a former AFL champion and managing director of Cerutty Macro Fund, shares his insights into the world of macro investing. He highlights the unexpected opportunities in AI infrastructure beyond big names like Nvidia. The conversation covers the importance of 'picks and shovels' in investing, especially in semiconductor and energy sectors. They also dive into the dynamics of cyclical stocks, focusing on strategic investments following the US election and Chris's take on the evolving economic landscape in Australia.
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Jan 30, 2025 • 28min

Big Goals, Bold Budgets: Our spending & investing plans for 2025 | PocketSmith

Get ready to dive into personal finance as the hosts unveil their spending plans for 2025! They reflect on 2024 savings, revealing strategies to boost savings up to 25%. Discover effective budgeting methods to track expenses and automate financial goals. The conversation also covers insights on investment strategies, balancing dividends with capital gains, and the power of using tools like PocketSmith. Tune in for tips on improving your financial habits and achieving your dreams!

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