Equity Mates Investing Podcast

A while ago (and in response to our most common critique) we at Equity Mates made a commitment - to improve the quality of our audio. Unfortunately, Ren is moving house at the moment and with a poor internet connection comes patchy audio. So in the spirit of upholding our commitment, and improving our audio quality, we chose not to release that episode. Instead, we're re-releasing one of our favourites. An interview with someone who has been managing money for over twenty years, who founded his own hedge fund and now provides some of the clearest and most insightful market commentary going around. We hope you enjoy this interview with Jesse Felder. Original show notes below: We are so excited to bring you another episode in our Expert Investor series. Our guest this week is someone who we have been following for a couple of years now, and have longed to have on the show. His name is Jesse Felder. Jesse is an ex-Wall Street trader, starting his career at Bear Stearns (without even studying Business or Finance) - the largest investment bank on Wall Street at the time. He then went on co-found a multi-billion dollar hedge fund, before moving into financial media, and running 'The Felder Report'. Jesse's views resonate with us, and if you've listened to our episode 'The Buy-And-Hold Cult' then you will have heard Jesse speak before. In this episode you will learn: • Jesse's number one thing that beginners should understand better about markets • What Jesse's first investment was, and what lead him to that decision • The worst piece of advice he's ever received • Why all investors should be wary of recency bias • Jesse's current approach to investing, given equity valuations are at historic highs • Why Equity Mates might be wrong about the logic of index investing • Why Gold still has potential, and why it should be part of every investor's portfolio Stocks and resources discussed: • Reminiscences of a Stock Operator - Edwin Lefèvre • The Felder Report • Superinvestors And The Art Of Worldly Wisdom • Wall Street Journal Hosted on Acast. See acast.com/privacy for more information.

The Pharmaceutical industry would have to be one of the most unique and globalised industries you can invest in. Be it the patent system that protects products for up to 20 years, the vast sums of money needed for research and development or the stigma that often surrounds the industry, it certainly is a fascinating area to look for opportunities to invest. We continue with our Industry Deep Dive series and jump into pharmaceuticals. In this episode you will learn: • about the revenue and growth of the industry • about the Pharmaceutical Benefits Scheme, and its impact on business • about the role patents play in protecting the profits of companies • what are the main industry threats • who the big players are in the industry • what the best way is to get exposure, domestically and internationally How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

It's with great excitement that we've been able to return to our Mates of Equity Mates series, with a special on bonds. This one is a little different to the last, with Kip. In this episode, we sit down with a good mate from university, Knes, who is now heavily involved in the bonds industry. Bonds has been an asset we've wanted to explore a little deeper, so this was the perfect opportunity. Knes has a lot of knowledge about bonds, and breaks it all down for us so we can wrap our heads around it - hopefully, you can too! In this episode, you will learn: • What bonds are • How bonds differ from equities • The size of the bond market vs the global equity market • How bond pricing works • What is meant by the terms coupon, floating and fixed • What a hybrid is and how they differ from bonds • How you can access the bond market as a retail investor How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

We've gathered all the questions that have come in over the last month from the Equity Mates Community, pulled out some of the good ones, and answered them in this episode. How to ask us a question: • Ask Us Anything Page • Facebook Discussion Group In this episode, we address questions around: • What happened to book club • What are some of the best episodes to start with to find a good company • What is a portfolio, and how to keep track of them • What happens if the price of an ETF drops to $0... • How to get exposure to the New Zealand stock exchange How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

As always, we are excited about this episode, as we get the chance to sit down with Julia Lee to pitch specific stocks! How does it work? Each month, Ren (Alec) & Bryce will come together with Julia Lee, to each pitch a stock we think is either interesting, be it due to its business model, its opportunity for growth or perhaps its management, or that we think presents a good investment opportunity. Please note, in no way is this a buy, hold, or sell recommendation, and doing your own research on any stocks discussed is critical, this is general information and discussion only. The idea of these sessions is to expose you to the different ways in which we think about companies, and go about researching them, and to obviously learn from Julia, who has a ton of experience. We're hoping to get Julia's thoughts on our approaches. Stocks and Ideas Discussed: • Heineken A.V (HEIA.AS) • iSignThis (ISX.AX) • Santos (STO.AX) • Oil Prices • Baby Bunting (BBN.AX) How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

Tax time. Hopefully, a time of year you receive a nice return from the government. The question is, what should you do with your tax return? Treat yourself? Pay down debts? Invest the whole lot? There are a lot of things you can do with your tax return - some, perhaps, more fruitful than others. In this episode, we talk about what we have done with our tax returns, and then we check in with three of our Expert Investors from the Equity Mates Community, to see what they will do with theirs. You will hear from: Louise Bedford - trading expert, a best-selling author, a trading mentor, a keynote speaker, and a Queen of Candlesticks Ted Richards - a premiership player with the Sydney Swans, and now Director of Business Development at automated investment firm Six Park Mark Bernberg - a long-time cannabis investing enthusiast and founder of The Green Fund, Asia Pacific's preeminent media house How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

Agriculture. An enormous industry in Australia on many levels, from the vast land-use, contribution to export dollars and contribution to Australian Gross Domestic Product. Australia is lucky to be strategically placed in the Asia-Pacific to capitalise on the growing population of the Asian region, and as such, the growing demand for our agricultural products. You'd think it'd be a no-brainer-investment, right? In this Industry Deep Dive, we take a look at some of the key elements of the Australian Agricultural industry, and ways in which you can get investing exposure. In this episode you will learn: • Some of the staggering stats about the industry • 6 key factors to consider when investing • About 7 publicly listed companies • Some of the easiest ways to get exposure to both the domestic, and international ag industries • How Gina Rinehart is heavily involved in the beef industry How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

If you're new to the show - welcome. You've chosen a great episode to start you journey with Equity Mates. This episode is a cracker. We had a great conversation with the Co-Founder and Head of Strategy and Marketing at BetaShares, Ilan Israelstam. The ETF market continues to grow at pace, and the options between theme-specific and broad-market ETFs are starting to become endless for investors. BetaShares have released a number of interesting and appealing ETFs over the past 12 months so we decided to check-in with them to discuss their latest funds, and to address a number of questions that have come directly from the Equity Mates community. For an intro to the basics of ETFs, listen to our first conversation with Ilan. In this episode you will learn: • The process BetaShares go through to develop a new ETF • Why now is perhaps the time to be investing in India • How the FTSE 100 gives exposure to some of the biggest brand names in the world • Why Japan is excluded from the Asian Technology Tigers ETF (ASIA) • How the costs of ETF's are determined • If BetaShares foresee ETF fees going to zero • How investors should think about topic-specific ETFs vs broad market ETFs • How to navigate the 1000's of ETFs now available on the markets • Who won the ETF Building competition our of Bryce and Alec Stocks discussed: • India Quality ETF (ASX: IIND) • UK FTSE 100 ETF (ASX: F100) • Australia 200 ETF (ASX: A200) • Asian Technology Tigers ETF (ASX: ASIA) • Global Robotics and Artificial Intelligence ETF (ASX: RBTZ) How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

There is a big, wide world of opportunity out there, and one of the biggest mistakes investors can make is to not explore it. This mistake, when an investor only invests in their home market, is known as 'home country bias'. Think about it this way - Australia is 2% of the total value of the global share market. So if you only invest in Australia, you're missing out on the other 98% of the possible investing universe. Even the US - the largest share market in the world - is less than half of the global share market. So to explore the world of investing, today's episode is taking a look at earnings season around the world. We often speak about the Australian market and American market on this show - so we're avoiding these two countries. Instead we're heading to Europe, Asia and South America to take a look at what caught our eye in earnings season around the world. In this episode you will learn: • England: About one of the world's largest alcohol brands you may never have heard of • Europe: What negative interest rates have meant for European banks • Germany: How Volkswagen have rebounded since their emissions scandal in 2015 • Hong Kong: What the US-China trade war and recent government protests have meant for Hong Kong listed companies • Brazil: How one of the world's largest paper companies is performing • Argentina: How Latin America's version of Amazon.com is managing Argentina's currency crisis How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.

We love investing in companies at Equity Mates, and normally this is done through the public markets and stock exchanges. However, there is a whole other world of private markets that retail investors, like us, rarely get access to. It's in these markets, for example, that you get to invest in innovative, early-stage companies before they potentially exit with IPO. The good news is that there are businesses set up to make the private markets accessible to the retail investor. One of the businesses is Equitise. In this episode, we chat with the Co-founder and Director of Equitise, Jonny Wilkinson. Equitise is an equity crowdfunding platform, allowing Australian and New Zealanders to invest in early-stage companies in return for equity. It has the potential to be an exciting addition to your investment portfolio! In this episode you will learn: • Who Equitise are and what equity crowdfunding is • Why a business would choose to crowdfund over VC, or debt • Pro's and con's of crowdfunding • How to buy into a company through Equitise • Some of the major success stories that have used Equitise to raise money • About the current state of the Australian VC market • Plus much more! How to keep in touch with Equity Mates: • Equity Mates Website • Thought Starters • Equity Mates Facebook Page • Instagram • Equity Mates Twitter • Email (contact@equitymates.com) Hosted on Acast. See acast.com/privacy for more information.