Equity Mates Investing Podcast

The hosts dive into the shifting landscape of the housing market post-election and its investment implications. They explore how China is leveraging TikTok in the ongoing trade war and discuss the antitrust challenges facing major tech firms. The volatility in the stock market highlights emerging investment opportunities, especially in healthcare technology and gold mining. They also analyze the impact of tariffs on luxury brands and assess current stock positions, making strategic recommendations for investors.

Nick Guidera, a Portfolio Manager at Eley Griffiths Group, joins to delve into exciting investment opportunities. They discuss Temple & Webster's strategic advantages in the retail sector during economic challenges and analyze Genesis Minerals, touted as a strong gold investment amid market uncertainties. The conversation also highlights DroneShield and Auckland International Airport, examining their potential despite current challenges. Guidera shares insights on navigating the complexities of investing in the Australian and New Zealand markets, blending humor with strategic analysis.

The Nasdaq recently celebrated one of its best days ever, raising eyebrows in the investment community. Amid market turbulence, the hosts emphasize staying true to your investment plan and not letting fear dictate choices. They dive into recent buys, including a discussion with Mr. Beat-Up on a notably beaten-down stock. Additionally, the pros and cons of lump sum investing versus dollar-cost averaging during volatility are explored, offering practical insights for navigating this unpredictable market.

Jason Huljich, Cofounder and Joint-CEO of Centuria, talks about the evolving landscape of commercial real estate post-pandemic. He highlights how traditional office spaces are challenged, while eCommerce-driven logistics properties thrive. Huljich discusses investing in unlisted funds, expanding to international markets, and the growth of real estate debt. He emphasizes the importance of experienced management during market fluctuations and reveals exciting opportunities in sectors like healthcare and large-format retail properties.

Global stock markets are in a bear phase, leading to questions about what investors should do next. The hosts discuss the risks of selling during downturns and share their strategies for capitalizing on buying opportunities. Historical parallels and the importance of staying invested despite volatility are highlighted. They also touch on how to navigate personal investment strategies and the role of quality stocks in uncertain times. Finally, there’s a mix of investment insights with a nod to personal beauty product innovations.

Phil Thompson, a financial adviser and founder of Skye Wealth, shares vital insights on life insurance. He explains why many Australians are under-insured and how to assess your coverage needs. Learn effective strategies to save on premiums and avoid common pitfalls in insurance decisions. Thompson highlights the unique challenges faced by Australians living abroad, emphasizing the importance of retaining an Australian policy and how mental health is increasingly considered in coverage options. Tune in for expert advice that could save your financial future!

Recent tariffs introduced by Trump have sent shockwaves through global markets, prompting a discussion on long-term investment strategies. The hosts reveal seven promising stocks on their watchlist while also exploring the booming defense sector. Insights into the impacts of geopolitical tensions on commodities and the potential of defense ETFs take center stage. They also analyze the stock performance of notable companies like Eli Lilly and Games Workshop, providing a comprehensive overview of current investment opportunities.

Sam Watkins, Managing Director and Head of PIMCO Australia and New Zealand, shares insights into the evolving fixed income landscape. He discusses PIMCO's expectation of three rate cuts in 2025 and the significance of this for investors. The conversation delves into the active versus passive debate in fixed income, explaining how new Active ETFs can enhance accessibility for retail investors. Watkins emphasizes why now is critical for fixed income investments and the unique strategies behind PIMCO's latest fund offerings.

Matt Ingram, a financial advisor from Northhaven Financial Management, joins Bryce to discuss the journey of obtaining personal financial advice. They dive into Bryce's new superannuation portfolio and share insights on recent market shifts. The duo analyzes rising costs in Australia, highlighting the political impact ahead of elections. They also cover the importance of setting financial goals and effective portfolio diversification strategies. Their conversation sheds light on personalized investment tactics and the value of active portfolio management.

In this discussion, Christopher Joye, founder of Coolabah Capital and a prominent economic columnist, dives deep into the current fixed income market. He shares bold predictions on inflation and the potential 'humiliation' facing the RBA due to upcoming economic data. Joye also expresses an unexpected optimism about the impact of DOGE on the market. From macroeconomic challenges to the surge in private credit, he offers sharp insights into how government spending and rising interest rates could reshape the financial landscape.