Equity Mates Investing Podcast

It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch.To kick it off we discuss a stock that has performed particularly well over the past few years - Magellan Financial Group (ASX: MFG).For more information on the Equity Mates Hypothetical Portfolio - head to our Portfolio webpage here.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results.So we've taken some of our favourite names and discussed their results on today's podcast. We also discuss our overall impressions of FY20 earnings season and what we've learnt so far.In this episode you will hear us discuss:Coles (ASX: COL)JB Hi Fi (ASX: JBH)Kogan (ASX: KGN)Baby Bunting (ASX: BBN)Breville (ASX: BRG)Magellan (ASX: MFG)Woodside (ASX: WPL)Transurban (ASX: TCL)Treasury Wine Estates (ASX: TWE)SCA Property Group (ASX: SCP)GPT Group (ASX: GPT)Charter Hall WALE REIT (ASX: CLW)Altium (ASX: ALU)For more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

This episode is the audio recording from our ASK THE EXPERTS: ETF Special with Equity Mates & BetaShares. The session was a live, virtual Q&A with the co-founder of Betashares, Ilan Israelstam.The questions we ask during the session have all come from the Equity Mates community, and cover a wide variety of topics. The key themes and questions of the night are below:Building an ETF Portfolio  [5:03] What is an ETF[7:30] With so many ETFs available, it feels like I’m picking stocks - how should my ETF process begin?[12:09] How do you choose what ETF is right for you?[14:36] What is your opinion on ETFs overlapping - index vs industry etc[16:47] How many is too many ETFs?Comparing ETFs  [18:47] Other than management fees what are other factors to consider when comparing ETFs[21:55] How do you/should you try to ‘value’ an ETF like a normal stock?[26:07] What are some of the common risks associated with investing in ETFs; what can I implement to reduce these risks?International ETFs: currency hedging, tax[28:55] International ETFs overview – can link in broader tech exposuresWhy it’s good to pick a locally domiciled product (W8 ben forms etc)[34:00] What is currency hedging, and what is it used for?LANCE ASKED - [38:37] The great Michael Burry and journalists have been reporting we’re in an ETF bubble. Whilst ETFS make up 90% of my portfolio I’m a little hesitant to continue down this path when I hear things like this.KIERAN ASKED - [42:08] What are some of the ETFs BetaShare is looking to bring out in the next year?DANIEL ASKED - [46:04] Are ETFs liquid enough if you need to exit?SIMONE ASKED - [47:20] Sneakers Vs. Shares: What differences is there when trading the physical (kicks/cars/collectables) and the digital? P.S. best recent pickups for sneakers (read this part out)SCOTT ASKED - [49:48] If the ETF tracks the ASX 50 and I invest $50, is it $1 into each company equally?CHRIS ASKED - [51:05] How does rebalancing happen with ETFs?_________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

In this interview we sit down with global small cap expert Nick Cregan. Nick is a portfolio manager at Fairlight Asset Management, a fund manager specialising in global small and mid caps.In this interview we asked Nick to take us through three specific small caps he's been looking at. Ideally, three we've never heard of. He obliged and took us through the research process and investing thesis for three companies from around the world.In this interview you will learn:Nick's personal investing philosophyWhy Nick prefers global small and mid cap stocksThe key features of the Aussie small cap market compared to other parts of the worldHow COVID has impacted the global small cap marketNick's three specific small cap stocks:Ritchie Bros Auctioneers (NYSE: RBA)Verisk Analytics (NASDAQ: VRSK)Nemetschek Group (ETR: NEM)-------------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

2020 has been crazy and there is no doubt it’s going to finish differently to what we anticipated back in January. Given we’re half-way through, we thought we would check-in on our bold predictions, and answer the question ‘will it finish differently?’For this episode we’ve teamed up with our mates at Jacob’s Creek and their Double Barrel Range, which is, perhaps like 2020, finished differently. Jacob’s Creek Double Barrel is finished in aged whiskey barrels, giving it a smoother, deeper and richer taste. Try it now for 30% off with free shipping. Search Jacob’s Creek PodcastSome of the bold predictions we review:We will see a company with a $2 trillion market capAirBNB will be the biggest IPO in 2020US Federal Reserve balance sheet will once again go over $4.5 trillionAustralia’s GDP growth will be less than 1.75%India will be the star stock market performerResidential property prices will experience +10% gains in both Sydney and MelbourneWe're looking forward to seeing how these pan out over the remainder of the year - some very likely to happen, others likely to finish differently!Remember to drink responsibly.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through.In this episode we focus on some of the big US companies through the lens of a few key themes:COVID-19RetailBig TechSome of the companies we review:NetflixSnapKrogerAlbertsonsAmerican AirlinesSouth West AirlinesCarnival CorpAmazonFor more details and analysis on the Australian earnings season, head to FNArena, and use EQUITYMATES to get a 4-week free trial.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

This was such a fun episode! When we noticed that Usman Khawaja was part of the Equity Mates community, we reached out to see where he was at on his investing journey. It turned out that he'd just started, and had put money in the markets right before the COVID-19 crash in March. Given that it was the fastest crash in history, we thought Usman would have some lessons to share, so we go him on to chat.In this episode, we discuss:Usman's first equity investmentWhat attracted Usman to the stock marketIf the boys in the cricket change rooms also get around stocks!Usman's investing philosophyHis 'mistake' with AfterpayWhat's in his portfolio, and what stocks he likes looking atHow he determines what to buyPlus much more!__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that's left is for us to finish the components of the core, and decide what to do with Afterpay!In this episode, we:Review current satellite portfolio and decide if we want to sellReview your feedback on the last two episodesDetermine our starting position in cash; starting position in portfoliosDecide our weighting for core portfolioHow much cash in the core portfolio Acknowledge your stock submissionsIntroduce you to the concept of Expert WatchlistRemember, you are part of our investment committee, so submit your thoughts and stock recommendations via our social channels or email.__________Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Christopher Joye is well-known as one of Australia’s leading economists, policy advisors and fund managers. He is the Chief Investment Officer & Portfolio Manager at Coolabah Capital Investments.Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. Christopher is also a Contributing Editor with The Australian Financial Review. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”.In this episode:we discuss what fixed-income investing iswe go back to some of the basics, to understand investing in bondsunpack Chris' investing philosophywe talk about the role of fixed-income in a beginner portfolioChris shares his views on the Australian housing market, the US election, and China's decoupling from the Westunderstand why it is important to know that Xi Jinping is 180cm tall!Plus much moreFollow Chris on Twitter, or check out Coolabah Capital's website._______Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

We're back for another Ask Us Anything episode. We take some of the questions asked through our website and the Equity Mates Facebook Discussion Group and answer them on the show.In this episode we answer questions on:Tax implications of rebalancing your portfolioInvesting with COVID uncertaintyParticipating in share reinvestment plans for international sharesThe opportunities to invest in the fake meat trendLessons we've learnt since we started the podcastThoughts on thematic ETFsDetermining a 'good' management teamInvesting with optionsInvesting with leverage: margin loans and NAB equity builderBuilding a core portfolio of overseas ETFsIf you have a question you want answered on the next Ask Us Anything, head over to the Equity Mates Facebook Discussion Group and post your question.----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.