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Equity Mates Investing Podcast

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Equity Mates Investing Podcast

Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

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Recent Episodes of Equity Mates Investing Podcast


Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy

Expert: Jennifer Wu - the core ingredients of a sustainable investing strategy

Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management.


Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios.


In today’s episode we cover: 

Jennifer’s background in markets and sustainable investingThe evolution of sustainab...

Episode 11 July 2024 40m and 16s


Half year market wrap, the worst investing take,  struggling Australian media & Pimp My Portfolio

Half year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio

In today’s episode we:

discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed

Hosted on Acast. See acast.com/privacy for more information.

Episode 11 July 2024 36m and 21s


Expert: Michael Frazis - Why I sold Nvidia

Expert: Michael Frazis - Why I sold Nvidia

Today’s guest is Michael Frazis, founder of Frazis Capital Partners.


Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he managed it and what he has learned.


In today’s episode we cover: 

Michael's investing philosophyHow his growth fund rode the high's of 2020 and 2021 and the low's of 2022 and 2023What he has changed from...

Episode 8 July 2024 45m and 39s


Having enough for retirement, mixed inflation news & the power of Renaissance Technologies

Having enough for retirement, mixed inflation news & the power of Renaissance Technologies

A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies


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Have an investing question?

Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this form


Want more Equity Mates?

Sign up to our email to keep up with business ne...

Episode 7 July 2024 38m and 32s


Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund

Expert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund

Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP).


Sifting through the universe of small to mid-cap listed companies can be very difficult. In today’s episode James shares his approach to finding and constructing a portfolio of the future leaders.


We discuss his framework of using quality, value, momentum and transition, and we use some case studies to illustrate the investment philosophy.


In today’s episode we cover: 

The characteristics that make a ‘global future leader’The hallmarks of a strong...

Episode 4 July 2024 38m and 8s


Super Micro Computer: First you buy Nvidia, then you buy Super Micro

Super Micro Computer: First you buy Nvidia, then you buy Super Micro

Apparently the saying is “First you buy Nvidia, then you buy Super Micro”


But have you heard of Super Micro Computers?


In today's episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. 


We'll explore the company's history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro's investment potential and the broader tech landscape.


In this episode we cover:

The...

Episode 3 July 2024 37m and 20s


Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality

Buy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality

Adam Keily is back for another episode of Buy or Sell.


This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF Whisperer.


Companies discussed in this episode include:

VanEck MSCI International Small Cos Quality ETF (ASX QSML)Nasdaq 100 (ASX: NDQ) Betashares Global Cybersecurity ETF (ASX: HACK)GlobalX Physical Gold (ASX: GOLD)VanEck MSCI International Quality ETF (ASX: QUAL)BHPCommonwealth Bank (ASX: CBA)Praemium (ASX:PPS)James Hardie Industries (ASX:JHX)ASX (ASX: ASX) 

 

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Have an investing question?

Ask via o...

Episode 1 July 2024 24m and 1s


Zip: Is it back? | Company Deep Dive

Zip: Is it back? | Company Deep Dive

It’s been a rollercoaster ride for shareholders of Zip, and now the question becomes, is it back?


In today's episode, we take a look at Zip, one of Australia’s leading "Buy Now, Pay Later" (BNPL) companies. 


Joining us in the second half is Jonathan Higgins, Head of Research at Unified Capital Partners and Co-founder, who provides expert insights into Zip's investment potential and the broader BNPL market.


In this episode we cover:

The history of the BNPL industry, and Zips part in itZips recent stock performance and marke...

Episode 30 June 2024 42m and 4s


Expert: Claire Smith - Bryce is on the hunt for a private equity manager

Expert: Claire Smith - Bryce is on the hunt for a private equity manager

Today’s guest is Claire Smith, Head of Private Assets Sales, Australia and New Zealand at Schroders (a global active investment manager).


Over the last few months we’ve been doing more and more content focussed on private equity. The returns are compelling and the opportunities are interesting. And with fewer and fewer public listings each year, it seems having some exposure to private equity could be a good idea. 


In this episode I (Bryce) am on the hunt for a private equity manager in my portfolio, and I’m sitting down with Claire...

Episode 27 June 2024 44m and 5s


Eli Lilly: The greatest drug of all time? | Company Deep Dive

Eli Lilly: The greatest drug of all time? | Company Deep Dive

GLP-1 drugs have taken the world by storm, and Eli Lilly is right in the middle of it.


In today's episode, we take an in-depth look at Eli Lilly, a leading pharmaceutical company with a big history and a huge catalogue of medications (hence their tagline ‘a medicine company’.... 


We explore the company's past, present, and future prospects from an investment perspective. Joining us in the second half is Michael Frazis, Portfolio Manager at Frazis Capital Partners, who provides expert insights into Eli Lilly's investment potential and challenges.


In today’s episo...

Episode 26 June 2024 41m and 3s

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