Insurance: Often considered not important, until that moment when it becomes the most important thing.

So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).

To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth.

Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world.

If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter.

We’re particularly excited to share our latest show: Basis Points

• Watch or listen to the show (Apple | Spotify | YouTube)
• Read the monthly email

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Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Track your portfolio with Sharesight

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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.

Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals?

Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least).

That's not all we talk about in another big episode:

• Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio
• We answer a question on 'knowing when to sell'
• We unpack two mental biases you need to watch out for as investors

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

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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.

Think fixed income and bonds aren't for you? Today's fund manager wants you to think again.

Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO.

PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs.

In our conversation we cover:

• Why more Australian investors are thinking about fixed income
• What the data says about active v passive management in fixed income
• The different options for passive income for Aussie investors
• What PIMCO's view on rate cuts in Australia and the US is from here

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This episode has been sponsored by PIMCO. Support from partners like PIMCO help us keep all our content free.

If you want to learn more about PIMCO's new range of Active ETFs head to: https://www.pimco.com/au/en

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

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Want more Equity Mates?

• 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

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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.

—------

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.

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

Buy or Sell is back!

One of our favourite episode formats is back in your podcast feeds, with a brand new host.

Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital, unpacks what stocks expert investors are buying and selling.

Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management. Listen to hear where Jess is seeing opportunities in markets today.

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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.

Across most countries, education is one of the largest industries and one of the most difficult to change.

Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you.

That's not all we talk about in another big episode of Equity Mates:

• Australia's latest inflation numbers and what it means for interest rates
• We close Super September with our complete, 9-step Superannuation checklist
• Bryce's $500-to-$5k effort continues with a surprising update

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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.

Look for companies with a "positive growth gap".

That is the message from today's expert, Frank Thornmann, Portfolio Manager at Schroders.

Using plenty of real stock examples, we unpack Frank's process to understand:

• What he means by 'positive growth gaps'
• How he identifies moments where sentiment and business reality diverge
• Managing position sizes and portfolio construction
• Frank's contrarian view on AI and where he sees opportunity
• What we're missing by not focusing on Europe
• How changing holding times create opportunities for patient investors

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Thank you to Schroders for sponsoring this episode.

Head to the website to find out more about the Schroder Global Equity Alpha Fund – Active ETF

Support from partners like Schroders helps us keep all of our content free.

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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.

Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet.

Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process.

Tune in to hear which company was Warren Buffett's latest big win.

That's not all we're covering in another big episode of Equity Mates:

• Super September continues as we unpack the government schemes to boost your Super
• Sam Gordon joins to talk all things rent-vesting and how to get into property on any budget

Find out more about Sam Gordon and Australian Property Scout on their website.

Australia Property Scout Summit Tickets Available here

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

—------

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

—------

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.