This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation.

Here's what else we cover in today's episode:

• Catriona's investment philosophy
• How she thinks about investing in Big Tech at the moment
• Novel ways of investing in artificial intelligence outside of Big Tech
• How inflation and interest rates affect her investment process
• What Catriona has learned from the latest earnings season
• What is driving this uptick in M&A activity

Want to get involved?

• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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Want more Equity Mates:

• Sign up to our email to keep up with business news
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free.

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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 respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.

While we are still (sadly) a few years (decades) away from retirement, we wanted to ask Dylan the common mistakes he sees in his older clients that we can take steps to avoid today. We also wanted to discuss some of the big life milestones to come - settling down with a partner, having kids, navigating the cost of education, preparing for retirement - and how we can best prepare for them today.

If you would like to speak to Dylan, fill out the form on our website and we'll put you in touch.

Want to get involved?

• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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Want more Equity Mates:

• Sign up to our email to keep up with business news
• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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 respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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

Dion Hershan is Executive Chairman and Head of Australian Equities at Yarra Capital. Today on the podcast, he gives us a new name for the largest stocks on the Aussie share market: The Mundane 7 (made up of the big 4 banks - Commonwealth, NAB, ANZ and Westpac - and the 3 large miners - BHP, Rio Tinto and Fortescue).

In this episode Dion advises us to avoid the Mundane 7 and shares where he thinks the biggest growth opportunities in the Aussie share market reside: the ASX 200 outside the biggest 20 companies.

In this episode we also dive deep on two companies that Dion thinks exemplify the opportunities outside the Mundane 7 - CAR Group (CAR) and NextDC (NXT).

Want to get involved?

• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

—------

Want more Equity Mates:

• Sign up to our email to keep up with business news
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

Thank you to Yarra Capital for sponsoring this episode. Their sponsorship makes this podcast possible and helps us keep all of our content free.

—------

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 respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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