Equity Mates Investing Podcast

One of the more common excuses we hear about people not being in the market is that they’re too busy to pay attention, or they are busy with other financial commitments. We believe with markets more accessible now than they have ever been, there is always an opportunity to be investing.In this episode we go through a number of practical ways you can invest if you feel like your life is too busy to pay the markets much attention.In this episode you will learn about:The importance of getting your money sorted first, before diving into the marketAutomation is keyHow you can think about superannuationAutomatic depositsDollar-cost averagingMicro-investing appsRobo-advisorsWant more? 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.

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.In this short phone call, we check-in with Ilan Israelstam, co-founder of BetaShares, to get his view on what's happening, and how he is approaching it. Hosted on Acast. See acast.com/privacy for more information.

Markets are falling right across the world, and for some of the Equity Mates community, it would be the first time experiencing a significant market correction. There are a lot of emotions and questions to deal with when this happens, so we're checking in with two experts and friends of the show, to help us navigate these tricky (and exciting!) times.In this short phone call, we check-in with Andrew Brown, who has some fantastic pieces of practical advice for us. Hosted on Acast. See acast.com/privacy for more information.

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'.This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments.We also touch on:The main pillars of a portfolio you would establish for a 22 year old to add to over timeThe FIRE movementUsing leverage as a millennialReinvesting incomeGoal setting, and using stocks to achieve themCommon biases that people should avoidWe asked the Equity Mates community for questions for Pete, and have asked them throughout the interview.Want more? 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.

We are once again joined by Julia Lee, CIO of Burman Invest, for our monthly mastermind episode. In this episode we each pitch a stock, and discuss it with the group. We also take the opportunity to get Julia's thoughts on the coronavirus and the effect that they're having on markets. (Important note: this episode was recorded on 24 February 2020. This was at the start of the market falls we have seen since).This month, the stocks discussed are:Lend Lease (ASX: LLC)JB Hi-Fi (ASX:JBH)Clover Corp (ASX: CLV)Please remember: Stocks discussed in this episode are not Buy/Hold/Sell recommendations. We are not aware of your personal financial circumstances and you should not trade on the back of any discussions you hear. When you invest your own money is at risk, do your own research, speak to your own adviser, and never blindly follow what you hear in the media.Want more? 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.

Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university!Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.We were honoured, and excited, to have Roger join us, to unpack some of his major stories, lessons, and strategies of his time in the markets.In this episode you will learn:How Roger came to be exporting goat meat at UniThe key elements to Roger’s investing philosophyThe importance of learning to value a business and how to think about market pricesWhy Roger focuses on Australian equitiesRoger’s outlook for 2020If Equity Mates received an invite to the Montgomery [Private] FundRoger was the Emerging Fund Manager of the Year 2016, and is author of best seller Value.Able: How To Value The Best Stocks And Buy Them For Less Than They Are WorthWant more? 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.

The coronavirus continues to spread, and markets are worried. In the past week, the ASX 200 is down 10% and the S&P 500 is down 9%. To put this in context, the fall in the American market last week was the fastest since the Global Finance Crisis.So what to do when the market is panicked? When prices are falling? When there is so much uncertainty around what comes next?In this bonus podcast episode we break it all down, and:Discuss what has happened over the past week in major marketsPut the coronavirus in the context of previous disease outbreaksShare our personal strategies on how we're managing our portfoliosTouch base with some expert investors to get their thoughtsDiscuss the share price performance of some individual companiesWant more? 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.

Reporting season is the favourite time of the year for most investors. As shareholders in public companies, we are owners of the businesses, and at different points every year the business lets its owns (us) know how its going.In America most companies report quarterly (i.e. 4 times per year) and in Australia it is generally every 6 months (i.e. twice per year). As most Australian companies follow the financial year calendar (July to June), companies report their First Half Results (July to December) in February and then Full Year Results (July to June) in August.As we're right at the end of this February reporting season, we thought we'd release an episode sharing what we've been watching and how we approach reporting season. We also update on some themes and companies that caught our eye this time around. Hosted on Acast. See acast.com/privacy for more information.

We loved this conversation with Paul Wilson, exploring the Australian Venture Capital scene, and his listed-investment company, Bailador.Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch). Paul is co-founder and partner of Bailador - specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited.In this conversation we explore:Paul's personal background, including how he became to be a Director of the Rajastan Royals IPL teamThe difference between venture capital and private equityWhat 'growth-stage investment' meansThe process Paul goes through at Bailador to find some of Australia's best technology companiesThe dynamic of being a publicly-traded VCSome of the major success stories of BailadorTrends in the VC industryPlus much much moreInvesting is a lifelong journey, and you shouldn’t feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group, or our forum online.Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more hereEquity 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.

Each month we do an Ask Us Anything episode, where we take some of the top questions from our forum, and answer them on the show, so everyone in our community can benefit.In this episode we answer questions around:What we're looking for in this earnings seasonMicro-investing appsHow ETF pricing worksDiversification vs compoundingInvesting is a lifelong journey, and you shouldn't feel like you need to know everything to begin. If you have a question, hit us up on our Facebook Discussion Group, or our forum online.Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more hereEquity 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.