Equity Mates Investing Podcast

It's almost halfway through the year, so we thought we'd check in on what we decided would happen in 2023 - 6 months ago (feels like a lifetime...) Then we call Andrew Brown to chat about his bold predictions too. Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

Today we're joined by the Portfolio Manager of the newly launched Airlie Small Companies Fund ('Fund'), Will Granger. To read more about Airlie Small Companies Fund, read here. The fund seeks to provide long-term capital growth and income through investment in Australian listed small companies. The Fund's portfolio will typically comprise 20-40 investments that Airlie consider to be high-quality businesses. Before Will joins us, we do a deep dive into News Corp - Rupert Murdoch's baby - News Corp - and give you a little bit of context on what the company does, the history, where it's at today, and give a 101 of their share structure. Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Andrew Walker is a portfolio manager and Head of Research at Rangeley Capital and the publisher of Yet Another Value Blog, and also hosts a spin off podcast Yet Another Value Podcast. He chats about his journey to date in finance, talks about the value of publishing his work publicly, and shares his investment philosophy with us. He also joins us in a game of Biznerdle - and absolutely nails it! While we've got you, we've some EOFY year deals as well: The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: EOFYSharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. You must follow our link here to claim this discount: sharesight.com/au/equitymates/Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Huge, huge, huge guest appearing on Equity Mates today. Cathie Wood, from Ark Invests, has sat down and done and interview with You're In Good Company, and we have an exclusive preview of the episode to share with you. But listen to the full episode, on You're In Good Company tomorrow morning wherever you get your podcasts. Alec also finishes his homework with his investing coach, Andrew Page - held to account by our community member Donna, who jumped on the phone to ask for a worked example. Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode. We're speaking at the halfway point of 2023 - so we reflect on the state of the markets, a bit about Hamilton's career, and his thoughts on whether this AI hype is going to continue.For more information on J.P. Morgan Asset Management, click here.This episode is sponsored by J.P. Morgan Asset Management. The views, forecasts or opinions expressed here are those of the presenter at the date of this material based on current conditions which may be subject to change and does not represent those of J.P. Morgan Asset ManagementThe products mentioned were:JEPI – world’s largest active ETF at $38.3b AUD (Australian listed version)JHPI – hedged version of JEPI for those who want to minimise exchange rate riskJPEQ – similar strategy but focused on Nasdaq 100 – for those looking to invest in US Large Cap Growth and techJPHQ – hedged version of JPEQPS. We've got two special offers on atm:First the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program, and get $100 off with the Promo Code: MATESAnd if you're currently sorting your EOY Tax - remember Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds.If you join now via Equity Mates, you'll save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates/Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

It's an EPIC episode - jam packed! First, if you didn't get the reminder, FinFest is now being postponed until 26 October 2024. This episode, we're chatting to Julian McCormack, because we want to know if this bull market is real (and where do we go from here?) Then Alec brings us more of his time with his coach, sensei, mentor Andrew Page - together they chat about the current markets, the AI hype, Apple's new venture into the vision goggles - and Alec finally cracks the code of the secret WA company. (Spoiler, it's ASX:SGI). Also the guys take the time to jump on the phone and chat to an Equity Mate community member. Visit equitymates.com/contact to get involved. Want more Equity Mates? Click here. PS. We’ve got a special offer on the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program, and get $100 off with the Promo Code: MATESAlso, Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. Join now via Equity Mates and save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

First up - some regrettable news. We have decided to postpone FinFest until 2024.Last year, we put in a tremendous amount of effort to launch FinFest, and we couldn't have achieved it without your support and the backing of our partners. The current economic climate and cost of living crisis has seen many businesses reduce marketing budgets. As a result, it has become impossible to deliver FinFest 2023 at the scale and quality we desire. We don't want to compromise the experience we created for you last year. For more info, check out the link.In this episode, Bryce and Alec talk about Apple's latest product launch, and Bryce brings the latest learnings from his session with his Mentor Henry Jennings!PS. We've got two special offers on atm. First the Rask + Equity Mates courses! Take a free course or become part of the highly-rated Value Investor Program, and get $100 off with the Promo Code: MATESAnd if you're currently sorting your EOY Tax - remember Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds.If you join now via Equity Mates, you'll save 4 months when you purchase an annual premium plan. If you purchase by 30 June, you may even be able to claim it as a tax deduction (just check with your accountant). You must follow our link here to claim this discount: sharesight.com/au/equitymates/Want more Equity Mates? Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

We were so excited to be joined by Matt Barrie - founder and CEO of Freelancer Limited - for his thoughts on one big topic: the Australian property market. He recently delivered the opening keynote for the Sydney Morning Herald's Sydney 2050 Summit. His talk was titled, 'The Great Australian Scream'. This is an epic conversation - Matt elaborates on all the points he made in his speech, and left us with a lot to think about.Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio.It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place. Join now via Equity Mates and save 4 months when you purchase an annual premium plan.To claim the discount, you have to use our link: sharesight.com/au/equitymates/If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA. He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!)Then we get into investing - he explains franking credits (and what you need to know before EOFY), the implications if you're receiving income from overseas sources or foreign assets, and just what implications those wonderful dividend reinvestment plans might have on that tax return.Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place. Join now via Equity Mates and save 4 months when you purchase an annual premium plan.You must follow our link here to claim this discount: sharesight.com/au/equitymates/If you want to get in touch with Andrew - visit Wilson's website.If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Alec are back from the US - Alec has almost recovered from his cold - and they're ready to chat about what's happened in the markets to date in 2023. So much for a tough year... ASX 200 is up 2%, the S&P 500 is up 9% and the best performer is the Nikkei 225 - which is up 20%! We reflect on what our predictions were at the start of the year - looks like we got a couple in the bag, but mostly it was a classic case of recency bias - 2022 was tough, so banks just predicted more of the same in 2023. Later in the episode, Bryce catches up with his coach and mentor Henry Jennings, for more of a chat about his investment strategy - they're trying to work out how he might reduce his investing landscape to a couple of key stocks. Get in touch, tell us what you want Bryce to chat about in his sessions with Henry, and more of what you want us to discuss! Contact the guys here. Stay engaged with the Equity Mates community by joining our forum. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.