Equity Mates Investing Podcast

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.

In a world of ultra-low interest rates, it can be difficult to find ways to make your money work for you. That's why we're pretty excited to speak to Daniel Foggo, the CEO of RateSetter.This is the second time we've had Daniel on the podcast and its exciting to see how much RateSetter has grown since we've last spoken.RateSetter is Australia's leading technology-powered lending platform, connecting Australians with money to lend with Australians that are looking to borrow. Through their use of technology, they are able to offer a better interest rate than traditional banks.To date they have connected 20,000 investors with 50,000 borrowers. If you're interested in giving RateSetter a try, we've partnered with them to offer Equity Mates listeners a $20 bonus if you invest $100 before 31 March 2020.To sign up to invest go to RateSetter.com.au/equitymates Hosted on Acast. See acast.com/privacy for more information.

In this episode we speak to regular guest Matt Leibowitz, the co-founder of online brokerage platform Stake. To kick off 2020, we ask, 'what's hot and what's not?' in financial markets.Nothing has had a hotter start to the year than Tesla, and we discuss the electric car stock in this episode. We also continue our work making bold predictions and Bryce & Ren go head-to-head in a bit of a quiz.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.

In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs).We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies.To kick us off, we sat down with Chris Wheldon - an incredibly intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.In this episode you will learn:How Chris' career took him to New YorkThe concept of a 'high conviction fund'What it means to invest by looking through the windshieldThe importance of patienceWhat is appealing about StarbucksThe research process for Chris' fundPlus much, much more!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're excited to say that we are back with the first Mastermind episode of 2020. After a short break, we once again sit down with Julia Lee - Chief Investment Officer at Burman Invest - to pitch stocks to each other.Julia is an expert in Australian equities, and this is one of our favourite segments of the show, as we get a real insight into how she thinks about stocks and goes about her process of selection.In this episode we pitch 2 Aussie stocks and one international. Remember, this is not a buy, hold or sell recommendation.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.

Post-GFC index investing, through ETFs, has become very popular and it's something we speak a lot about on the show. There has also been a lot of chat about 'the age of active management being over'.However, we believe there is certainly a strong role that active management can play in your portfolio, and by popular demand from our community, we're going to explore active management through Listed Investment Companies, and expose you to some of the many amazing money managers in Australia.To kick off our mini-series, we're starting with one of the best money-managers in Australia - Magellan Financial Group. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.To help us understand what an Listed Investment Company (LIC) is, vs a Listed Investment Trust (LIT) vs Active & Passive ETFs, we sat down with Emma Kirk, who is a Key Account Manager at Magellan.In this episode you will learn:Differences between LITs vs LICs vs Active ETFs & the benefits/costs of each typeDifference between listed and unlisted fundsWhat the saying 'an inch wide and a mile deep' means at MagellanWant 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.

It's that episode of the year - our Stock Of The Year competition. Each year, we both choose a company, and back it in to outperform the other over the year.With Bryce winning the previous two years, Ren has put in a compelling pick for this year, and will be looking a strong start. Both stock picks fall within Consumer Discretionary, so could come up against some macro headwinds throughout the year.In this episode we explain what our choices are, and why we have decided to back them in for the year. There's a beer on the line for the winner!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're a big fan of starting the year with some bold predictions. So much so, that we asked friend of the show and expert investor Andrew Brown, Executive Director of East 72 Holdings, to join us to make some of his own.In this episode learn why Andrew predicts:Australia will be in recession by end of 2020There will be one interest rate cut by the Reserve Bank of AustraliaThe ASX 200 will break through 7100 but finish the year lower than the start of the yearANZ Bank (ASX: ANZ) will outperform the other Big 4 Australian banksThere may be some mergers in the banking sector - most likely involving Suncorp (ASX: SUN), Bank of Queensland (ASX: BOQ) or Bendigo and Adelaide Bank (ASX: BEN)Gold will have a resurgenceS&P 500 will finish the year lower than where it startedVolatility will rear its head in 2020Sydney Roosters will 3-peat will another NRL premiership in 2020If you want to review our 2020 bold predictions, or see how we did in past years, check it out here.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.

After a short hiatus over the summer months in Australia, we're incredibly excited to be returning for the first time in 2020.As always, we kick off the year with our bold predictions for what's to come - covering the markets, economies, and of course the AFL.Some predictions include:We will see a company with a $2 trillion market capAirBNB will be the biggest IPO in 2020 (measured as biggest gain from IPO price for companies over $1 billion market cap)Private equity will stumbleAustralia's GDP growth will be less than 1.75%India will be the star stock market performer - outperforming major markets US, Aus, Japan, Brazil, China, EuroResidential property prices will experience +10% gains in both Sydney and MelbourneWith a beer on the line for each bet, we're looking forward to seeing these play out during the year.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.