Equity Mates Investing Podcast

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.

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.

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.

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.

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!

Bryce embarks on a challenge to turn $500 into $5,000 in just one year. The hosts dive into the turbulence caused by the Chinese AI startup DeepSeek, sparking concerns in Silicon Valley. They discuss the potential of Nvidia amidst market shifts and share their core and satellite investment strategies. A four-step checklist for spotting long-term compounders is introduced, alongside insights into careful stock selection and market timing. The excitement around innovative investment opportunities wraps up the engaging discussion.

Glen Hare, co-founder and financial advisor at Fox & Hare, shares invaluable insights on financial planning. He discusses setting financial goals for 2025, including property investments and retirement strategies without home ownership. Glen emphasizes the importance of a financial health check and knowing when to seek advice. He also delves into the complexities of choosing between paying off a mortgage or investing, shedding light on common superannuation mistakes. Overall, it’s a treasure trove of practical financial wisdom!

This week's discussions dive into the chaotic world of political memecoins, spotlighting Trump's surprising rise as a billionaire investor. The podcast explores the viability of Star Casino and the grim future predicted for iron ore. In a detailed analysis, VDHG and DHHF ETFs are compared for their roles in core and satellite investment strategies. Listeners learn how to balance traditional investing with crypto's volatility, and the importance of staying informed in a rapidly changing market.

In this discussion, Andrew Brown, Director of East 72 Holdings and a seasoned expert in market analysis, shares his bold predictions for 2025. He dives into the potential movements of the US stock market and expresses caution about Australian banks, luxury goods, and alcohol stocks. Brown highlights the appeal of undervalued tech stocks and discusses upcoming trends in interest rates. He also analyzes the possible impact of political changes on economic stability and investment opportunities, especially in the context of China's tech sector.

The hosts return with excitement, sharing their bold predictions for 2025 and their stock of the year. They delve into economic insights, analyzing the mining and banking sectors amidst global pressures. Unique predictions about Starlink's impact on internet services spark intriguing discussions. Personal investment strategies and the challenges for tech firms are also highlighted. Plus, there's a look into the growth of a construction materials company and reflections on navigating market volatility—all while celebrating community engagement.