Private Equity has been an incredible asset class over the past couple of decades. Unfortunately, for too many Australians it has been hard to access as well. Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it that little bit more accessible. In today’s episode we cover:  Why private markets have outperformed public marketsAn example of how Pacific Equity...

In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity. We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed. In today's episode we cover: What has happened in the 5 years since legalisationWhich Australian companies have attempted to enter the US marketHow...

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment. In this episode, we cover: Where to next for interest rates Why Roger believes now is the time to deploy cashRoger's investment philosophy and stock picking process5 stocks ASX Roger likesHow Roger is approaching investing in cryptocurrency Resources discussed: Montgomery...

A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing. In this episode we take a moment and reflect on the past 7 years. We discuss how we started, the milestones along the way and get into the business behind the podcasts. Reaching 1,000 episodes would not have been possible without the incredible community we've built along the way. So however you engage with Equity Mates, we want to say a massive thank you for...

Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie. Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite. Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's...

Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners. Hear what Adam thinks of Grant's portfolio and how he can take it to the next level. Here's what else we cover in today's episode: Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount GlobalParamount's potential buyer - Skydance Media - sparks a conversation about the...

In this recording of our Sydney live show, we opened up our Ask an Advisor format and gave you the chance to ask your most pressing financial questions. Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice. In this conversation we cover: The most common mistakes Glen seesHow to assess your financial health at any ageStrategies to build passive incomeSetting your retirement goal and FIRE numberHow much we should be investing while youngBalancing investing...

The United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now. We've done the work and created our own group: Australia's Dividend Darlings. Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years. Here's...

The old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector. In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses. In today’s episode we cover:  Airlie Funds Management's 4 step process to analyse any companyHow to decide to invest in the commodity itself or the commodity producerThe hallmarks of a good company in the...

In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars. This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode. Here's what else we cover: An...

We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Adam Dawes of Shaw & Partners. Do you have a stock you want to ask about? Hit us up via our website.  —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that...

You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episode Why the Magnificent 11 are also known as the GRANOLASWhy Ren isn't convinced by the Magnificent 11 just yetWhich group of stocks have performed better over the past year - the 7 or the 11?Bryce's latest investment - a small...

In the past month, both Truth Social and Reddit have listed on the stock market. We compare the pair and ask what next for Donald Trump's social media company. That's not all we cover in a big episode of Equity Mates: Who was right about Reddit's share price?Hear Ren's Truth Social conspiracy theoryAn update on Boeing's terrible year Luke Larative joins us for another Pimp my Portfolio Book club returns as we review March's book on the business of Champagne Resources discussed:  March's...

There is always plenty going on in the Australian property market. And when we want to get an update on what is going on, there is one person we turn to: Sam Gordon of Australian Property Scout.  In today’s episode we cover:  The concept of Rentvesting and how it can help you get your foot on the property ladderThe do’s and don’t’s of Equity RecyclingThe state of the Australian property market The supply challenges and when we might see housing supply keep up with demand Areas of Australia...

Haven't heard much about Ozempic lately? Let us change that and bring you up to speed on some wild developments in the world of weight loss drugs. In this episode we cover: How Novo Nordisk's latest drug has been twice as effective as their existing drugs in early trialsThe growing list of competitors to OzempicWhy these drugs could be incredible technology but less-than-incredible investments from hereA new company trying to copy Berkshire Hathaway's playbookThe impressive first 20 years of...

Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’.  Listen to today’s episode with two expert infrastructure investors as they take us through the opportunities for investors in infrastructure in 2024.  In today’s episode we cover:  How infrastructure is much broader than toll roads and bridges The way to analyse infrastructure...

The Federal opposition has proposed allowing Australians to access their superannuation to buy their first home. Good idea or bad idea? We unpack in today's episode. Here's what else you'll hear The details behind the Australian opposition's proposed superannuation-for-housing policyWhy we think the policy isn't a great idea (but will probably still happen anyway)Pimp my portfolio returns as Luke Laretive reviews Bjorn's portfolioWe answer a question about how Ren invests in India Resources...

Glen Hare is a financial advisor and co-founder of Fox & Hare Financial Advice. He has advised hundreds of young Australians over his career, and we asked him what were some of the most common questions he hears. In this episode, we unpack those questions. Including: Strategies to build passive income Setting your retirement goal and FIRE numberHow much we should be investing while youngBalancing investing inside of superannuation and outside of itHow young people can keep momentum with...

Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out? That’s not all we discuss in another big episode of Equity Mates:  The 4 companies that made it into the ASX200, including one that is up 158% in the past 12 monthsWhat investors that own an ASX200 ETF need to doThe 9 enquiries into supermarket price gougingSome of the numbers behind Aussie supermarkets and how they compare to their international...

Australia is just 2% of the global stock market and yet, the majority of Aussie investors have most of their money in Aussie stocks.  Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction.  In today’s episode we cover:  Why home country bias is a concern for investorsThe practical ways to break out of your home country bias and invest globallyA 101 on portfolio construction Some general...

Just how powerful is compounding? We unpack some of the mind blowing numbers in this episode. That’s not all we discuss in another big episode of Equity Mates:  What the hell is going on at Boeing?When does the aviation giant become a good investment? Which S&P 500 company is having a worse year than BoeingWhy compounding really is the 8th wonder of the worldSpeccy Magee returns to unpack the world of crypto speccies, including DogWifHat Resources discussed:  Pick up tickets for our...

We're back for the latest episode of Buy or Sell. In today's episode, Adam Keily is joined by Andrew Page of Strawman.com. Do you have a stock you want to ask about? Hit us up via our website.  —------ We’re back with our first live event of 2024. Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor.  Click here for more information and to secure your tickets. —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing...

The past 10 years has seen some incredible Australian companies emerge and make their mark here in Australia and around the world. On today’s episode we take a look at the top 5 ASX-listed companies of the past 10 years.  Hopefully you had a couple in your portfolio.  That’s not all we discuss in another big episode of Equity Mates:  We look at the crazy growth of Shein & Temu in AustraliaWhat happens if TikTok gets banned or sold in the USWe reveal the top 5 ASX stocks of the past decade...

Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time.  That’s not all we cover in today’s episode: How stock markets around the world are hitting all time highsThe bull market in crypto The best way to switch brokers One of the worst stock market predictions we’ve ever read Resources discussed:  Sign up to Sharesight and track your portfolio like BrycePick up our book Don’t Stress Just InvestAll of our company data comes...