Equity Mates Investing Podcast

Equity Mates Media
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Aug 18, 2021 • 53min

Expert Investor: Claude Walker | Assessing Management & Analysing Small Caps

Bryce and Alec talk to a guest who's an expert in a range of thematics that are frequently talked about in the Equity Mates community, so we’re hoping it’s going to be a really valuable conversation. The guys are joined by Claude Walker, who's the founder of A Rich Life and writes the Ethical Equities column for this publication. Claude specialises in assessing the efficiency and health of management teams, and scouring smaller, unloved and ignored micro-caps because, as Claude himself has said: ‘the market is much less efficient at the small end.’ They take a deep dive into these questions during their conversation, and look at some of the small caps Claude himself has a close eye on at the moment.Pre 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.  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 5 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.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 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. 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 is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.
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Aug 15, 2021 • 56min

EU Reporting Season Wrap | Hearing from the CEOs of Europe's biggest companies

Equity Mates is all about making markets accessible. For a long time now we’ve had a gripe with earnings calls. Why? They’re at inconvenient times, and they’re hard to find and listen to on demand. Last week Bryce and Alec made a deep dive on the US Tech Giants, but this week they turn their ears to Europe, and eavesdrop on some of the biggest companies you've never heard of (and some you definitely have) during their reporting season.This episode is proudly supported by Quartr. Visit the free app - www.quartr.seSo, who are we looking at today? These are the companies on the watchlist: Spotify Technology SA (NYSE: SPOT) - SwedenVolkswagen Group (ETR: VOW3) - GermanyASML Holding NV (NASDAQ: ASML) - NetherlandsEvolution AB (STO: EVO) - SwedenPre 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.  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 5 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.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 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. 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 is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
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Aug 13, 2021 • 51min

Become a Superhero | Take control of yours

The purpose of this episode is to really encourage you, no matter what approach you take, to think more about your super. Much like investing generally, there is no perfect way to manage your super. The important thing is that you think about it and make an informed decision. After all, you start getting super the moment you start working, so paying attention to it early will have serious benefits over the long-term. Bryce and Alec look at some of the stats that surprise them, think about how they might optimise their own super, passive fees that might be eating away at your capacity to earn serious money, and take a look at the offering from today's sponsor - Superhero. This episode was brought to you by Superhero Super 1 in 3 under 45 rarely or never check their superannuation, even though for many of us it will be the largest asset we will have outside of our own home. This is a statistic that Superhero is determined to change. Superhero Super offers customers the ability to choose how their super is invested, without the need for an SMSF. With Superhero, you can invest up to 75% of your super directly in ASX 300 shares and ETFs. Are you passionate about climate change and renewable energy? Cloud computing, battery technology or Ecommerce? For those who want control and transparency over their superannuation, Superhero allows you to create your portfolio in the palm of your hand and manage your investments alongside your regular investing portfolio.   Invest in what you’re invested in with Superhero Super. For more information, click here. *****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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Aug 11, 2021 • 59min

CEO Series: John Guscic - Steering Webjet Through COVID

On this episode, Bryce and Alec talk to John Guscic, the Managing Director of Webjet. But before that, John was previously Managing Director, Asia Pacific for GTA and formerly Managing Director, of the Travelport Business Group, Pacific region. Based in Tokyo, Japan, he was responsible for the Galileo and GTA brands in Australia, New Zealand, Japan, Korea and Indonesia. Previous to that John was Managing Director, Galileo South Pacific and Flairview Travel.They talk to him about company culture, the effects of the pandemic, and the future - goals for Webjet in a post-pandemic world and beyond. Pre 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.  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 5 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 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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Aug 11, 2021 • 17min

Bonus: ATO Assistant Commissioner Tim Loh on why 'it's not a game of hide and seek'

In this special bonus episode, Bryce and Alec talk to Tim Loh, Assistant Commissioner - Individuals and Intermediaries at the Australian Taxation Office. Tim talks us about what Equity Mates community should know about the tax implications of investing in cryptocurrency, and common tax mistakes made by investors so we can avoid them. Remember, don't take financial advice from a podcast! See a professional! Pre 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.  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 5 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 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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Aug 8, 2021 • 57min

US Reporting Season Wrap-up | Hearing direct from the tech giant CEOs

The US Reporting season is well and truly upon us, and all the big tech companies are holding their earnings calls. Despite being such a rich source of information for retail investors, earnings calls have been hard for the average person to access - they’re hard to find, and often at really unfortunate times. Thankfully, Quartr has solved this problem, and now allows the average investor to eavesdrop on these huge earnings calls. In today’s episode they cover four of the big US tech companies - hearing from Twitter, Facebook, Snap, and Square (who talks about their very important APT acquisition).This episode has been proudly sponsored by Quartr. Find out more at www.quartr.sePre 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.  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 5 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... Hosted on Acast. See acast.com/privacy for more information.
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Aug 6, 2021 • 38min

It’s time Australians wake up to their super | John Winters, Superhero

As part of our Super Saturdays series, Alec and Bryce sit down with John Winters - the CEO and Co-founder of Superhero. John is super passionate about the superannuation space, and he talks to Alec and Bryce about why that is, the low engagement Australians have with their super, and how he thinks Superhero's new product can radically change this. The statistics show that John isn't wrong - 17% of Australians do not know what type of fund their superannuation is with! So give this a listen, and help us give you the tools to wake up, and feel like you can take more control of your super.Pre 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. This episode was brought to you by Superhero Super 1 in 3 under 45 rarely or never check their superannuation, even though for many of us it will be the largest asset we will have outside of our own home. This is a statistic that Superhero is determined to change. Superhero Super offers customers the ability to choose how their super is invested, without the need for an SMSF. With Superhero, you can invest up to 75% of your super directly in ASX 300 shares and ETFs. Are you passionate about climate change and renewable energy? Cloud computing, battery technology or Ecommerce? For those who want control and transparency over their superannuation, Superhero allows you to create your portfolio in the palm of your hand and manage your investments alongside your regular investing portfolio.   Invest in what you’re invested in with Superhero Super. For more information, click here. *****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 Hosted on Acast. See acast.com/privacy for more information.
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Aug 4, 2021 • 40min

Expert Investor: Elise Kennedy on who is winning BNPL & Aussie Tech | Jarden

In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they continue the overrated v underrated game with Australia's answer to FAANG stocks - the WAAAX stocks. Then they have a look at some of the ‘older’ Australian tech companies - Webjet, REA, Seek, Carsales - and talk about whether she thinks there are still opportunities to be found.Pre 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.  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 5 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... Hosted on Acast. See acast.com/privacy for more information.
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Aug 1, 2021 • 47min

CEO Series: Larry Diamond - Retail Investor Earnings Call (first ever!) | Zip Co (ASX: Z1P)

Here at Equity Mates, it's no secret that our goal is to make markets accessible and to give companies the opportunity to speak directly to retail investors. For way too long direct contact has been difficult for retail investors to get access to, so it's why we decided to launch this new series - Retail Investor earnings call - where instead of analysts, we have retail investors asking the questions to the companies we know and love!Our first guest for this series is a long-term friend and previous guest of the show - Larry Diamond. Larry is the CEO and co-founder of Zip (ASX: Z1P), and in this conversation Bryce and Alec ask him the questions you helped put together - in our Equity Mates Facebook Discussion Group. Listen to his previous episode here.Pre 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.  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 5 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... Hosted on Acast. See acast.com/privacy for more information.
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Jul 30, 2021 • 43min

This is Super Important | Welcome to Super Saturdays

Welcome to Super Saturdays - an Equity Mates Media series on superannuation, proudly brought to you by our friends at Superhero, who are now disrupting traditional super on their platform. . With recent government changes to super legislation here in Australia, $100 billion of Australian’s money in underperforming super products, and a lot of people feeling a little in the dark when it comes to their super, Equity Mates Media, in partnership with Superhero, are going to shine a light on the super industry, with the aim of making Australian’s WAKE UP and take control of their super. Over three Saturdays we’ll be bringing you all the information you need to help you take more control.This episode, join Adam from Comedian V Economist, Sophie from You're In Good Company and Alec from the Equity Mates team as they discuss their super, share their experiences and think about what to do to optimise their options going forward.Pre 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.  Superhero is on a mission to make investing accessible, offering US shares and ETFs for $0 brokerage and Aussie shares for $5 brokerage. Superhero has also launched Superhero Super, giving customers the ability to take control and invest their super in different themes, shares and ETFs. Visit superhero.com.au or download the Superhero app to get started.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 Hosted on Acast. See acast.com/privacy for more information.

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