Equity Mates Investing Podcast

Michael Burry's recent stock sell-off turns heads as he keeps only Estee Lauder in his portfolio. The conversation dives into whether any asset class has outperformed Australian property over the past 20 years. Joint property investments are analyzed, revealing the perks and pitfalls of buying real estate with friends. The hosts also discuss the influence of global dynamics on local markets, including the agriculture sector's surprising performance and the latest tech company updates. Lastly, digital identity protection tips are highlighted amidst growing data breach concerns.

Lukasz de Pourbaix, Head of Strategic Solutions at Fidelity, delves into the surprising resilience of stock markets amidst troubling economic data. He discusses the disconnect between market recovery and indicators like declining container volumes and trade tensions. The conversation covers macro forces impacting investments, the demographic challenges of aging populations versus opportunities in younger markets like India, and the importance of effective portfolio diversification in uncertain times.

Delve into the controversial proposed superannuation tax hitting balances over $3 million and its widespread implications. Discover the surging uranium stocks driven by shifting energy demands, while BYD continues to give Tesla a run for its money in the EV race. Plus, uncover the intriguing dynamics behind the skyrocketing valuations of Aussie tech stocks compared to their U.S. counterparts. It’s a whirlwind of investment insights you won't want to miss!

Matt Ingram, an expert in finance, dives into the latest market trends, including Bitcoin's astonishing rise to an all-time high of $110,000 after a recent dip. The conversation shifts to Catapult's pivotal role in sports analytics and how it’s reshaping performance tracking. In the 'Pimp My Portfolio' segment, Ingram analyzes a community member's core and satellite investment strategy, highlighting the importance of diversification and addressing the complexities of including cryptocurrencies. It's an engaging mix of market insights and practical advice!

In this discussion, Sam Gordon, the Founder of Australian Property Scout and host of Scouting Australia, shares insights on the recent Australian election and its implications for the housing market. He delves into Labor's housing policies aimed at first-home buyers and the expected impact of interest rate cuts. Sam provides strategic advice for navigating potential market changes and highlights growth predictions for key areas in the Australian property landscape. His experience and intuition offer listeners a fresh perspective on investment opportunities in the sector.

Discover six intriguing stocks garnering attention from top fund managers. The discussion dives into the Reserve Bank of Australia's recent rate cuts and their impact on the housing market. Airbnb is shifting towards becoming an 'everything app,' facing both potential and challenges. Explore the controversial legacy of Elizabeth Holmes and her partner's new venture. Plus, insights on navigating financial pressures in your twenties while finding balance in wealth accumulation and life enjoyment.

Join Matt, aka Aussie Firebug, a leading voice in Australia's FIRE movement, as he reflects on a decade of chasing financial independence. He shares how he saved 70% of his income and evolved his perspective on FIRE. Discover his investment strategies that built a $1.5m portfolio, and why aligning money goals with life experiences is crucial. Matt also offers invaluable advice for newcomers to the FIRE community, emphasizing the balance of saving and living fully. Tune in for insights that could reshape your financial journey!

Adam Dawes, an investment expert known for his insights on portfolio reviews, joins to discuss navigating today's market dynamics. He highlights the emotions investors face, urging a focus on long-term strategies despite market fluctuations. The conversation dives into the US-China trade tensions and competitive shifts in the Australian retail sector. Dawes shares key performance indicators for SaaS companies and offers advice on balancing emotional investments with rational decision-making. The impact of currency risks on ETFs is also explored, showcasing the complexities of global investments.

Kellie Wood, Head of Fixed Income at Schroders, shares her insights on the potential for a significant financial crisis if the U.S. continues its current policies. She discusses the importance of strategic portfolio positioning amid rising national debt and inflation. The conversation delves into the implications of U.S.-China trade relations, advocating for defensive investment strategies and diversification to navigate market volatility. Additionally, Kellie highlights the growing accessibility of investment products for retail investors, emphasizing financial education.

Discover two companies aiming to mimic the Berkshire Hathaway playbook: Markel Group and Fairfax Financial. Dive into the latest US-China trade updates and their effects on markets. Hear about Bryce's ambitious journey to grow $500 into $5,000 through strategic stock selections, highlighting TransMedics. The hosts explore how these firms compare to Buffett's legacy with unique investment strategies and the vital role of 'insurance float.' Plus, insights on navigating the unpredictable world of investments and balancing short-term gains with long-term goals.