Bitcoin has crossed $90,000 USD, Tesla has crossed $1 trillion value and Elon Musk's personal wealth has crossed $300 billion. A lot has happened in the week since Trump's re-election in the US. In today's episode we unpack the market moves you need to know. That's not all we cover in a big episode of Equity Mates: We compare the ASX 200 v ASX All-Tech IndexWe look at some of the biggest movers in Australian technology Adam Dawes returns for another Pimp my Portfolio —------ Want to speak...

Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out. Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous politicians declare flight upgrades and other benefits from Australia's major airlines. In today's episode we wanted to go beyond the Qantas...

Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out. That's not all we cover in a big episode of Equity Mates: Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company...

How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying. —------ Thank you to Betashares for sponsoring this episode and helping us keep all of our content free. Interested in exploring Betashares Direct? Check out the website or download it from the...

Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. We split the night into 3 segments: Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property ScoutDeal or No Deal: A property investment game with Sam Gordon However you want to build wealth - property or stocks - we cover it in a fun night. —------ Thank you to Australian Property Scout for sponsoring our...

Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately through Tattarang and is one of Australia’s leading philanthropists through Minderoo Foundation and is a leading voice on ending the use of fossil fuels...

Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist. That's not all we cover in a big episode of Equity Mates: Bitcoin is back at all time highs Reddit has turned a profit for the first time and shot up 40%Woolworths disappoints and falls 6%Charlie Viola joins us for another edition of Pimp my...

Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit! You don't want to miss this episode. —------ Want to get involved in the podcast? Record a voice note or send us a message on our...

David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here. So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode. That's not all we cover: America is cooked (and no, we're not talking about the...

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity...

Two big segments on the podcast today. Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'.Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market. —------ Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast. —------ Sign up to our daily news email to get the news moving markets...

Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management.  ECP is an active Australian fund manager and in this conversation we unpack: ECP's investment philosophy and why Jared believes in active investingHow we can ensure we're choosing the right active managersECP's stock selection process and rules for portfolio constructionWhy Jared believes in Australian growth stocks Read the article on Afterpay Jared mentions in the conversation. —------ Thank you to ECP...

Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. That's just one topic we cover in another big episode of Equity Mates: Why its been a tough week for founder-led businessesWhether the fall in Mineral Resources or WiseTech creates a buying opportunity? The Netflix come back is complete...

We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community. The companies covered on today's episode include: Lionstown Resources (ASX: LTR)Zip Co (ASX: Z1P)IGO Limited (ASX: IGO)Qantas Airways (ASX: QAN)CSL Limited (ASX: CSL)NextDC Limited (ASX: NXT)Lynas Rare Earths (ASX: LYC)Southern Cross...

Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. That's just one topic we cover in another big episode of Equity Mates: Why Ren is sticking with his broker, rather than moving to Betashares DirectHow to find companies with great investment runwaysAdam Dawes returns for the latest edition of Pimp...

Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund. Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund. In a wide ranging conversation, we unpack: Why value investing is one of the most overused terms in investing circlesHow Brandywine Global looks for multiple ways to win in an...

Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode. Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs: Vaneck Global Defence ETF (ASX: DFND) - 10 September 2024Betashares Global Defence ETFs (ASX: ARMR) - 4 October 2024 Global X Defence Tech ETF (ASX: DTEC) - 7...

Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic future. Matt offers his unfiltered take on why Australia’s property bubble is unsustainable, how mass immigration and flawed policies are driving a cost of living crisis, and what he believes is needed to avoid a catastrophic collapse. Links mentioned in the episode: Matt's article: "The Great Australian Scream"Follow-up article: "Put...

Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme. We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover: How one decision by Chinese policy-makers rippled through markets around the world America has seen its...

Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Cameron first joined Pacific Equity Partners in 2002 and in today's episode he unpacks 3 key lessons from more than 20 years in private equity. He also unpacks a number of case studies from Pacific Equity Partner's history that illustrates timeless investing principles that are applicable for public and private market investors alike....

Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest Australians. Fresh of announcing his new venture Viola Private Wealth, Charlie was kind enough to stop by the studio and help the Equity Mates community improve their portfolio. Listen to the latest edition of Pimp my Portfolio as one of Australia's top advisers reviews Steph's portfolio. That's not all we cover in a big episode of...

Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor expectations in 2025. In this episode we speak to Sumit Gautam, a former private equity executive and founder of Scalar Gauge, a hedge fund trying to take a "private equity style of investing to the public markets". In this conversation he unpacks: His investment philosophyWhy private equity outperforms and how he is taking that approach to...

Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his portfolio. Find out the 1 individual stock (yes, just one!) that Owen continues to hold, how he approaches ETFs and managed funds and the big change he made to his portfolio a couple of years ago. That's not all we cover in a big episode of Equity Mates: The US dock workers strike and how it could affect Australia OpenAI's latest funding...

Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening quarter since 2013. And that is despite plenty of negative headlines (never forget News.com.au's "horror global bloodbath" from the start of August). Just another reminder that timing the market is nigh on impossible. That's why we love a consistent, automated approach that invests regularly in the market on up-days and down-days. Enough...