Equity Mates Investing Podcast

Henry is a Senior Investment Analyst and Portfolio Manager writing for the last six years in the Marcus Today newsletter. Henry specialises in small and mid-caps although he has a thorough knowledge and understanding of large caps too. Henry also works with the MTIS team to formulate investment strategy and portfolio asset allocation and stock selection.Henry has spent a lifetime in stockbroking and investment banking, originally from the UK, Henry has been divisional director for Macquarie Bank responsible for equity trading and has been both a trader and a broker during his career.CLICK HERE for the special deal Marcus Today is offering for Equity Mates who join their community. If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial... Hosted on Acast. See acast.com/privacy for more information.

We recently did a whole episode talking about Woolworths and for heaps of our community that was a surprisingly unethical stock... so we wondered are there any other surprisingly unethical stocks? We look at three companies and then unpack how your ethical lens should influence the investing decisions you make.If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealthMake sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing 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... Hosted on Acast. See acast.com/privacy for more information.

Phil is the CEO and Managing Director of Pacific Smiles Group (ASX: PSQ), an Australian dental group operating over 100 dental centres under the Pacific Smile Dental Care and the NIB Dental Care brands, located throughout NSW, Victoria, Queensland and the ACT. Prior to joining Pacific Smiles in 2018, Phil was the driver of Apple’s retail entry into Australia as Apple’s Australian Market Director and after that was CEO of Widex and Audiology Management Group. In this conversation Phil explains how to conceptualise the industry, identifies the main players in the scene, talks at length about this leadership philosophy that was reinforced and tested during the pressures of the pandemic, and talks to the future of Pacific Smiles Group. If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have... Hosted on Acast. See acast.com/privacy for more information.

You might have heard the whispers in the Equity Mates community... Woolworths have merged their drinks businesses - Dans, BWS - with their hospitality business - ALH - to form Endeavour Group. This was completed in February 2020 and Woolworths’ intention was to pursue a separation of Endeavour Group from Woolworths Group. The resulting demerger will create two independent ASX-listed companies with Endeavour Group likely to be a top ASX50 company - with a valuation ranging anywhere between $9.3 billion and $12.5 billion. In this episode, Alec and Bryce talk everything demerger - just what does that mean, how does it work in practice, what does this mean for existing shareholders, and what does this mean for new shareholders? If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have... Hosted on Acast. See acast.com/privacy for more information.

It's the final episode in our series celebrating the ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. It's been an epic week, that we've absolutely loved hosting. The theme of this episode is “Three Fundamental Rules Of Investing” with Kyle Macintyre. Kyle is investment director at Firetrail Investments - the high conviction investment experts. In his presentation, he used QANTAS as a case study to explain his three fundamental rules, so we asked him to re-tread this path with us.If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth*****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head... Hosted on Acast. See acast.com/privacy for more information.

Welcome to episode four in our special mini-series celebrating everything ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. Today we’re going to cover investing in emerging markets with Anthony Doyle from Fidelity. Anthony is a cross-asset investment specialist at Fidelity International with 18 years experience in global markets. It's an epic episode, as Anthony walks us through the current context of the global economy, long term trends in emerging markets & the structural case for emerging markets for the long run, characteristics of emerging market stock market and finally, some of Anthony’s preferred companies in emerging markets.If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth*****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered... Hosted on Acast. See acast.com/privacy for more information.

Welcome to the third of our episodes celebrating the ASX Investor Day. If you weren't lucky enough to be there in person, this is where we bring you the best of the live sessions held around the country. Thanks to our partners at the ASX, we speak to some of the best experts who gave the most interesting presentations.Today is all about investing in megatrends with Kanish Chugh from ETF Securities. Kanish Chugh is the head of distribution at ETF securities and talked about how to define a megatrend, what exactly is thematic investing, using this in your own portfolio, and then went into detail with examples of thematic exposure.If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates... Hosted on Acast. See acast.com/privacy for more information.

This week is all about the ASX Investor Day and this episode is the second of our special mini-series. If you missed the live sessions held around the country over the past month, then you're in luck! Equity Mates have partnered with the ASX to bring you some of the best sessions and experts from the conference. The theme of this episode is ‘Investing In Global Markets’ and we’re joined by CIO of Loftus Peak, Alex Pollak. Alex has 25 years experience specialising in investing in disruptive business models, and is now a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia.If you want to let Alec or Bryce know what you think of an episode, contact them here.  Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series... Hosted on Acast. See acast.com/privacy for more information.

Welcome to ASX week! This week we're dropping one episode every day, thanks to the ASX Investor Day - who gave us access to their array of incredible presenters to bring you some of the best sessions and experts from the conference. Today we’re joined by Adam Dawes, Senior Investment Advisor of Shaw & Partners, who held a buy, hold and sell session for ASX Investor Day attendees. We wanted to replicate this session on the podcast, so we reached out to the Equity Mates community in the Equity Mates Facebook Discussion Group and they gave us a huge list of stocks to talk about. This is an epic episode, so we hope you enjoy it.If you want to let Alec or Bryce know what you think of an episode, contact them here.Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series... Hosted on Acast. See acast.com/privacy for more information.

Brain is an Australian business executive who was the Managing Director and CEO of Westpac from 2014 to 2020. He has recently released a book, The Leadership Star: A Practical Guide to Building Engagement. In this episode he talks specifically about the his key leadership learnings, and personal career perspectives, and answers questions about his time guiding Westpac through the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry,Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth*****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Come to our Hosted on Acast. See acast.com/privacy for more information.