Equity Mates Investing Podcast

Andrew Pridham AO is the co-founder of Moelis & Company, where he currently serves as the Vice Chairman and was previously the Chief Executive Officer. Andrew was previously Managing Director and Head of Investment Banking, Australasia at UBS. He was appointed Managing Director at 28. He spent years working in London and Singapore as global head of real estate at UBS before returning to Australia in retirement aged 34.He then founded a boutique investment banking business called First Provident. In 2004 JP Morgan acquired First Provident and Pridham was appointed as its Head of Investment Banking and later Executive Chairman. In 2009 he left to establish the Australian arm of US Investment Bank Moelis & Company. Moelis & Company Australia is a 50/50 joint venture where Australian executives, including Pridham, own 50% of the business.Upon his return to Australia in 2004, he was appointed to the board of the Sydney Swans. In 2013 he was appointed Chair. In his first season as Chair, the Sydney Swans finished minor Premiers.This is a fascinating chat with a fascinating man. Order Get Started Investing on Booktopia or Amazon now. *****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. *****This episode is brought to you by Sohn Hearts & Minds Investment Leaders Conference.Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymatesEquity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

In this week's chat, Alec makes a very bold prediction involving Apple.Bryce and Alec go head-to-head on Woolies and Wesfarmers and the on market offer for API.The lads try to get their heads around crypto NFT property and land purchases, yep, you can now purchase land in the metaverse ...Speccy McGee gives us an update on how the rocket emoji indicator has gone over the last 12 months.The finalists for our Equity Mates awards have been announced, we've got 5 finalists for each category ... head to our socials to cast your vote before this Thursday December 9.Order Get Started Investing on Booktopia or Amazon now. *****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. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets. Eleanor is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna.The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year.All conference proceeds are donated to Australian medical research.Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymatesOrder Get Started Investing on Booktopia or Amazon now. *****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. *****This episode is brought to you by Sohn Hearts & Minds Investment Leaders Conference.Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymatesEquity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

A bubble has burst, has anyone noticed? Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'.From unprofitable tech stocks ... to inflation concerns ... to Web3 and joining a DAO ... to SPACs that focus below a mans belt.It wouldn't be a chat with the boys without them mentioning "Crypto", and Alec has an interesting theory on the scene of Crypto at the moment.The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Entries close next week.Also, Equity Mates want to help your team kick some goals! We'd love to sponsor your team by covering your registration cost, and providing you with team uniforms. 5 teams from across Australia will be chosen. Click here to enter. This year’s Sohn Hearts & Minds Investment Leaders Conference has 12 local and international fund managers pitching their highest conviction stocks. Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymatesOrder Get Started Investing on Booktopia or Amazon now.  Visit this page if you love everything Equity Mates and want to support our work.*****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. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna.The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year.All conference proceeds are donated to Australian medical research.Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymatesOrder Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.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. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

This episode contains sponsored content by FidelityPodcast Disclaimer | Fidelity AustraliaWe all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - and ask, what does this mean? And what are some of the companies or themes the fund invests in? Together they talk about the concept of a circular economy. What is it? What are some of the important trends or emerging technologies we should be aware of in the waste management industry? Are there any companies that are driving the industry forward?Order Get Started Investing on Booktopia or Amazon now. And visit this page if you love everything Equity Mates and want to support our work.Want more Equity Mates? Come to our website.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. This episode and any related technology and information is not issued by FIL Investment Management (Australia) Limited (Fidelity) and to the maximum extent permitted by law neither Fidelity nor any of its related bodies or associates guarantee or warrant the accuracy, reliability, currency or completeness of the episode and are not responsible for the episode or liable to any person in contract, negligence or otherwise for any loss or damage arising directly or indirectly from any reliance on the episode. Reference to individual companies is for illustration purposes only and does not constitute a recommendation to buy or sell these securities, or indicate that they are held in the fund. Reference to individual companies is based on internal classification at a point in time and will change over time and in different market conditions.Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

There’s a lot of hype about Web3 at the moment. Bryce heard some a quote that said, “learning Web3 today is like buying Bitcoin at $10”. It could also be the greatest wealth creating opportunity we’ve seen. So in today's episode Alec throws Bryce the challenge of selling him on the opportunities of this new frontier. They'll walk through what the progression from Web1 to our current state looks like, why there's a whole lot of noise being made in the industry, and the use cases for this new technology. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.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. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian. The lads close out with a quick chat about crypto with Tracey, COO of Bamboo, and the host of our latest EM podcast: Crypto Curious. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work.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. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts on what is happening internationally in this thematic, and then Alison talks about two specific stocks in greater detail. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work.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. *****This episode contained sponsored content from the ASX.Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances.Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). Chris talks to Alec and Bryce about how he defines private markets, the opportunity set they present, and then how we as retail investors can access these opportunities through the ASX. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work.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. *****This episode contained sponsored content from the ASXEquity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.