Equity Mates Investing Podcast

Join the exciting journey of turning $500 into $5,000 as the hosts share progress and insights. They delve into the importance of gold in a diversified portfolio, proposing a 5% to 10% allocation. The discussion also covers fast-moving stocks to watch for 2025, highlighting companies like Palantir and Spotify. Plus, emotional stories from the investment challenge reveal market fluctuations and a notable 20% return. Tune in for a blend of practical advice and engaging strategies!

Adam Dawes, a Senior Investment Adviser at Shaw & Partners, shares his expertise on the stock market and offers insights into various companies. He discusses the promising potential of Xero Limited, highlighting its impressive growth and US expansion. The conversation also touches on the investment outlook for JB Hi-Fi and ResMed, while weighing the merits of gold amidst market uncertainties. Additionally, they explore groundbreaking AI technology for heart image analysis, signaling a new frontier in health investments.

Markets are buzzing with activity, and there's plenty to digest. The hosts dissect the US market's endurance amid political turbulence and tech advancements. Michael Burry's intriguing bets on Chinese tech companies come under the spotlight. They also unveil a lesser-known entrepreneur behind QXO, emphasizing his impressive business history. With insights into peak performers and strategic investment moves, listeners are encouraged to focus on long-term opportunities rather than short-term noise.

Join Elisa Di Marco, Investment Director at Magellan Financial Group and an expert in megatrends, as she explores the transformative trends shaping the next decade. Discover rising healthcare spending and how it's revolutionizing investments in medical technology. Delve into the semiconductor revolution and its vital role in AI and electric vehicles, along with the ongoing US-China competition. Finally, learn about the impact of digital finance innovations and strategies for investing wisely in these dynamic industries.

In this engaging discussion, Mr. BeatUp, an expert in spotting undervalued stocks, shares his insights on navigating today's volatile market. They delve into the impact of Trump's tariffs on Australian companies and housing prices, offering a mixed outlook for buyers. Super Micro Computers gets a spotlight as they dissect its turnaround potential amidst recent challenges. The conversation also critiques alarming social media financial advice while humorously exploring the absurdities of contemporary wealth-building strategies.

In this enlightening discussion, Andrew Page, Founder of Strawman.com and an expert in small-cap investing, shares his insights on the burgeoning potential of Australian small caps for 2025. He dives into the historical trends of small-cap performance and strategic investing tips. Page also reveals his evolving perspective on Bitcoin, highlighting its role as a revolutionary form of money rather than just an investment. He emphasizes the significance of thorough research and maintaining belief in one’s investment choices amidst market fluctuations.

Chris Judd, a former AFL champion and managing director of Cerutty Macro Fund, shares his insights into the world of macro investing. He highlights the unexpected opportunities in AI infrastructure beyond big names like Nvidia. The conversation covers the importance of 'picks and shovels' in investing, especially in semiconductor and energy sectors. They also dive into the dynamics of cyclical stocks, focusing on strategic investments following the US election and Chris's take on the evolving economic landscape in Australia.

Get ready to dive into personal finance as the hosts unveil their spending plans for 2025! They reflect on 2024 savings, revealing strategies to boost savings up to 25%. Discover effective budgeting methods to track expenses and automate financial goals. The conversation also covers insights on investment strategies, balancing dividends with capital gains, and the power of using tools like PocketSmith. Tune in for tips on improving your financial habits and achieving your dreams!

Bryce embarks on a challenge to turn $500 into $5,000 in just one year. The hosts dive into the turbulence caused by the Chinese AI startup DeepSeek, sparking concerns in Silicon Valley. They discuss the potential of Nvidia amidst market shifts and share their core and satellite investment strategies. A four-step checklist for spotting long-term compounders is introduced, alongside insights into careful stock selection and market timing. The excitement around innovative investment opportunities wraps up the engaging discussion.

Glen Hare, co-founder and financial advisor at Fox & Hare, shares invaluable insights on financial planning. He discusses setting financial goals for 2025, including property investments and retirement strategies without home ownership. Glen emphasizes the importance of a financial health check and knowing when to seek advice. He also delves into the complexities of choosing between paying off a mortgage or investing, shedding light on common superannuation mistakes. Overall, it’s a treasure trove of practical financial wisdom!