Equity Mates Investing Podcast

Equity Mates Media
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May 23, 2021 • 51min

Expert Investor: Geoff Wilson Declares WAR

Geoff Wilson AO is the Chairman and Chief Investment Officer at Wilson Asset Management. With over 41 years experience in investment markets, Geoff founded Wilson Asset Management in 1997 and currently oversees 8 Listed Investment Companies (LICs). Geoff has also led the creation of Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia and Future Generation Global. 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 website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more... Hosted on Acast. See acast.com/privacy for more information.
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May 20, 2021 • 45min

Bonus: All Access Live Show - the Stocks - Part II

Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part II of our panel conversation, unpacking the alcohol 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 website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
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May 20, 2021 • 32min

Bonus: All Access Live Show - the Industry - Part I

Back in April, we hosted an awesome live show in Sydney at Atomic Beer Project, and we're stoked to be able to share the audio from the event! This is Part I of our panel conversation, unpacking the alcohol 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 website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
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May 19, 2021 • 46min

Expert Investor: Marcus Padley - Chickens don’t make money

Marcus is the founder of Marcus Today, a daily stock market newsletter, and runs an $80 million Australian equities fund. We’ve previously had Marcus on the podcast and his episode ‘No Bullshit Investing’ is one of our most popular. So we’ve got him back on the show for ‘No Bullshit Investing Part II’ to help us unpack current market conditions. Alec and Bryce ask Marcus to walk them through his thinking for the last twelve months, and get Marcus to speak more about the way to react to the market when there's a downturn.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 website... Hosted on Acast. See acast.com/privacy for more information.
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May 16, 2021 • 48min

30 stocks in 30 minutes for Bryce's 30th

This episode truly is epic. Alec takes a break, and Bryce takes the driver's seat, as he runs through 30 investments in 30 minutes. (All in celebration of his 30th birthday). As said it's 'a wrap up of some of my favourite companies and ideas over the last 5 years of Equity Mates and the journey we have been on.' In addition to his own epic list, Bryce out-sourced some of his research to some certified experts, and asks, 'What would you hold for the next 30 years?’ and presented us with this quote to ponder: 'You concentrate to create wealth, then diversify to protect wealth'.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.
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May 13, 2021 • 47min

Expert Investor: David Halpert - Opportunities in Indonesia & India

This episode, Bryce and Alec sit down with David Halpert. He's been active in capital markets for 30 years, and founded Prince Street Capital in 2001 and is the CIO and Portfolio Manager of the firm. In this chat, we talk about not only David's personal story with investing, but his thoughts on 'Digital Decolonisation,' the way big technology companies have been able to ‘colonise’ the world has been through their incredible network effects (connecting the world on one platform). David unpacks two case studies with Bryce and Alec - Indonesia and India - and he poses answers to their question, just how are local companies breaking these global network effects?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.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 *****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.
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May 12, 2021 • 45min

Watchlist: Julia Lee returns for a Mastermind episode

On today's Watchlist episode, Bryce and Alec invite Julia Lee from CIO Burman Invest to join them again on the podcast. This time, it's for a Mastermind style episode, where all three of them pitch three different stocks that have their attention.Also, at the top of the episode, Bryce mentioned that Equity Mates members get a special rate for the Australia Shareholders Association Annual Investor Conference. ASA's annual Investor Conference is the only place where you can hear directly from the Chairmen of BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL... become a better investor and peer into the future. With the range of topics and presenters, there is truly nothing else like this conference in the investing space in Australia. It's happening on 31 May and 1 June. ASA together with Equity Mates has a super deal for the FIRST 50 podcast listeners only. With 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail function, this conference offers something to for everyone to enhance their level of investment knowledge. The FIRST 50 people to book get a FREE 1-year membership to ASA, which includes loads of resources including webinars, magazine subscription, online courses, meetups and more. This is a not-to-be-missed event. Head to www.australianshareholders.com/equitymatesSome of our other 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... Hosted on Acast. See acast.com/privacy for more information.
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May 9, 2021 • 38min

Industry Deep Dive: Clothing Industry

In today's episode, Alec and Ren take a look at the clothing industry, (not within Ren’s circle of competence) but a fascinating industry all the same. The world consumes five times the amount of clothing it did twenty years ago, and approximately 80 billion new pieces of clothing are produced every single year. In Australia, the market size alone is $16 billion, and 24 333 businesses are involved in the industry. Globally though, this industry is projected to grow to $2.25 trillion by the year 2025!Today's episode was sponsored by Institchu. Friends of Equity Mates can jump on a special offer, when booking or ordering - for a limited time, get 21% off your first order. Use the code MATES online or mention Equity mates when you book your appointment.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... Hosted on Acast. See acast.com/privacy for more information.
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May 6, 2021 • 41min

Expert Investor: Bill Browder - Putin's #1 Enemy

Bill is the CEO and co-founder of Hermitage Capital Management, which at one time was the largest foreign portfolio investor in Russia, and in 1997 was the best performing fund in the world - up 238%! Bill was the driving force behind the Magnitsky Act, a law to punish Russian human rights violators, which was signed into law by President Obama in 2012 and subsequently adopted by a number of governments around the world including Canada in 2017 and the UK in 2018. He is the author of the best-selling book Red Notice: How I became Putin’s Number 1 Enemy.In this conversation, he reflects on the unique discovery of first investment, the way his investing perspectives have shifted over the decades, the global impacts of the Magnitsky Act (and the international perspective of Australia's position on the policy), and why he thinks the legal disruptor app Do Not Pay is a fantastic company.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... Hosted on Acast. See acast.com/privacy for more information.
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May 5, 2021 • 1h 1min

Expert Investor: Mary Manning - Why Asia Is Too Big To Ignore

On this episode, we talk to Mary Manning. She's a Portfolio Manager at Ellerston Capital for the Ellerston Asian Growth Fund, Ellerston Asian Investments (ASX:EAI) and the Ellerston India Fund. Prior to joining Ellerston, Mary spent 5 years at Oaktree Capital Management, the famous firm co-founded by Howard Marks. Mary has a MBA from Harvard and a PhD in Economics from Sydney University and is one of Australia’s foremost experts in investing in Asian markets. By 2050, China and India are predicted to be the 2 largest economies in the world, so Alec and Bryce ask Mary to talk specifically about these economies, the exciting IPO pipeline that's emerging, and her advice for retail investors who want to explore the opportunities in the Asian markets.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... Hosted on Acast. See acast.com/privacy for more information.

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