Equity Mates Investing Podcast

Whenever Warren Buffett speaks, everyone in markets should listen. The 89-year old Oracle of Omaha recently answered shareholder questions at the 2020 Berkshire Hathaway annual general meeting. We've pulled out some of the answers that caught our ear and talk about them in this episode.In this episode, you'll hear Warren speak about:Why he believes in AmericaHow coronavirus may shutter some of Berkshire's businessesWhy today's economic crisis is different to the 1929 great depressionHis thoughts on the American airlines and why he soldWhy Warren won't hold underperforming businessesWhy Warren isn't worried about the US Government reportingHis thoughts on breaking up Berkshire into smaller companiesWhy Warren suggests investors should buy stocks despite Berkshire sitting on cashHave 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.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/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.

Andrew Page has worked in the financial markets for over 20 years, with experience as an equities analyst and market commentator, having worked at CommSec, The Motley Fool, and Team Invest. He is a passionate private investor, and the founder and Managing Director of Strawman.com.Andrew is a very disciplined value investor, with a ton of experience, so we asked him to join us to discuss 3 stocks in his portfolio, with a focus on:How he found the companyWhat the company doesThe key metrics that make the company appealingIt's valuationWe thoroughly enjoyed diving into his three choices, and hearing about his investing approach.In this episode you will learn:The major lessons Andrew learnt from his first investmentThe importance of knowing what you are buying, and understanding when your thesis is brokenHow Andrew founded Strawman.com and what if offers private investorsHis investing philosophy and how it applies to:Integrated Research Limited (ASX: IRI)Pushpay Holdings Ltd (ASX: PPH)Catapult Group International Ltd (ASX: CAT)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.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/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.

In this episode we deep dive into the renewable energy industry. Ørsted A/S, a Danish power company, was recently named the most sustainable company in the world, due to their pivot from fossil fuels to renewable energies (we did a YouTube video on it that you can see here). So we decided to take a closer look at what else is going on in the industry.In this episode we:Start with a look at Australia's energy industryUnderstand the electricity generation mix in AustraliaLook at where renewables fit in, and the massive transition happening in the industryUnpack some of the major headwinds for the industryTake a look at some specific companies for a pure-play investment or to get exposure to the industryHave 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.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/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.

For the third in 2020 we got Andrew Brown - Executive Director of East72 Holdings - back into the studio to help us understand what's going on in markets since the collapse in March and subsequent rally since.Within the Equity Mates community there has been a lot of discussion as to why the markets are rallying, yet the underlying economic conditions seem to be only getting worse. How does that even make sense? As Andrew seems to have his head screwed on, and a solid grasp and understanding of the mechanics of the economy and markets, we asked if he could unpack it for us.This is a wide-ranging conversation, where we cover:the market movements of the last 8 weeksthe decisions and subsequent impacts of governments and central banks in Australia and the United Statesthe impact of COVID-19 on small business, and the flow-on effect to marketswhether or not we are in a bull trap - are there more drops to come?how Andrew is positioning his portfolio, and some specific examples of stocks he is watchinggold and oilthe importance of investing consistently and being patientcapital raisingsplus much more!Andrew has recently written two fantastic articles about coffee can investing (buy and hold) and shares two personal stories (at the expense of himself) to highlight the power of time in the market. The can be found here:For want of a coffee can, we left $7 million on the tableCoffee Can 2: The $25 million SequelYou can follow Andrew on Twitter hereHave 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.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/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.

Inflation. It's a term you've most likely heard at some point during your investing journey, and one that you need to understand. Given what is going on at the moment, with governments and central banks printing money, we thought it's a good time to unpack inflation to understand how it impacts us as investors.In this episode you will learn:The definition of inflation and it's relationship to purchasing powerThe definition of deflation, andSome crazy examples of both inflation and deflation around the world (needing a wheelbarrow of money to pay for bread!)What the Consumer Price Index isThe main sources of money being pumped into the economyWhat assets perform best in an inflationary environmentWhy we might be heading into deflation, and some of the worrying signsThe key risks of deflationAssets that perform in a deflationary environmentIf you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Lars Kroijer is a very smart man. He graduated Magna cum Laude from Harvard University with a degree in economics and received an MBA from Harvard Business School. He's a former hedge-fund manager who currently serves on the advisory board of alternative investment funds in London, New York, Mumbai, and Hong Kong. He is the founder and managing director of AlliedCrowds.com – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries. And to top it all off, he is the author of two books on finance: "Money Mavericks - Confessions of a Hedge Fund Manager"“Investing Demystified – How to Invest without Speculation and Sleepless Nights”Lars holds the belief that is almost impossible for the majority of investors to beat the market in the long-run. So in the episode, we discuss:Lars' views on the London property market, andhis thoughts on property as an asset classwhat a hedge-fund manager actually does, andthe definition of a market neutral special situations fundLars' investing philosophywhy Lars' believes the majority of investors have no chance of beating the market in the long-run, andwhat portfolio they can create to invest over the long-term, that is simple and cheapplus much, much more!If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

This is our Ask Us Anything episode for April, where we collate some of your questions and answer them on the show. In this episode we answer questions about:the benefits of buying 'cheap' or 'expensive' shareswhere we are in the current market cycle, and if we've missed the boatinvesting for your kidsbond yields and face value - making the distinctionour definition of 'circle of competence'where you should start listening if you've just joined the showthe best Twitter accounts to follow for finance informationVirgin or Qantas (community question of the week)If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Based in the US, Jesse Felder co-founded a multi-billion dollar hedge fund and is now prolific on financial twitter and publishes The Felder Report. Last time Jesse was on the podcast he offered insights into a variety of different asset classes. So when we wanted to understand what was happening across different asset classes in this current coronavirus shutdown, we thought there was no one better to speak to than Jesse.In this interview we ask Jesse for his thoughts on a number of different asset classes: US equities, non-US equities, bonds, currencies, commodities including precious metals and even real estate.Jesse also shares his view on the government's intervention in the financial markets and what the consequences of recent Central Bank and Government action could be. He also explains where he's seeing investing opportunities in today's markets.We finish by asking Jesse for a 'bold prediction' for 2020 and he indulges us, making a prediction for where the US market will end the year.What more from Jesse? Check him out on Twitter or at his website The Felder Report.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

2020 has been a volatile year. Using the American S&P 500, the market reached a high on 19 Feb, fell 34% (1,149 points) and then has risen 28% (637 points). While the market has not fully recovered, there is a sentiment amongst some commentators that 'the worst is over'.With the economy still in lockdown and the news on coronavirus still concerning, it got us thinking - can the worst really be over? That led us to research some previous market crashes, and introduced us to the idea of a 'bull trap'.We unpack what we learned in this episode. By going through some lessons from history, we see that previous market crashes have followed a similar pattern - an initial fall, a partial recovery (50% retracement) and then a further fall where the market tests (and often breaks) the previous low.It is important to note that this doesn't always happen in market falls. So this is not a foregone conclusion. However, it is in the range of possible outcomes.With this information in mind, we then talk about how we're positioning our portfolios. Including one thing that Ren has done that surprised Bryce.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.

Meb Faber is the founder and chief investment officer of Cambria Investment Management. He looks after Cambria's ETFs and private investment funds. Meb graduated from the University of Virginia with a double major in Engineering Science and Biology, and he also runs a popular share market and investing blog - mebfaber.comWe've been following a lot of Meb's writing, and listening to his own podcast, for a while now, so it was a pleasure to speak with him.In this conversation wediscover how Meb majored in biology but ended up in financial marketsunpack on Meb's investing philosophy, and bias towards ETFsfind out what ETF he would choose for the next 20 yearsdiscuss the importance of being differentdig into the strategy for getting rich slow, and the best way to grow wealthunderstand the relationship between saving, investing, and timeplus uncover a lot moreMeb has a great collection of books on his website that we spoke about, and he encourages anyone who is learning to invest to read them.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.