• What Labor's win means for Australian Property - Sam Gordon | Australian Property Scout
    May 22 2025

    The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean.


    Today's guest is Sam Gordon, founder of Australian Property Scout.


    In today's episode we unpack:

    • What Labor promised at this election
    • How these policies will impact house prices
    • The prospect of more rate cuts
    • How Sam advises clients to navigate these changes


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    Thank you to Australian Property Scout for sponsoring this episode and helping keep all of our content free.


    Learn more about APS by visiting their website or search for their podcasts wherever you're listening to this: Scouting Australia Podcast and The Top 1% Podcast


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


    —------


    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 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.

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    28 mins
  • 6 stocks we’re watching, Aussie rate cuts & balancing building wealth and enjoying life
    May 21 2025

    One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas.


    In today's episode we unpack 6 of the best ideas we've heard recently.


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

    • The RBA has cut rates, what now?
    • Our thoughts on Airbnb's push into services
    • Government debt is in the headlines in the US and in Australia
    • We share our thoughts on balancing building wealth with enjoying life


    —------


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


    —------


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

    • Check out the Equity Mates TikTok
    • 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 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.

    Show More Show Less
    35 mins
  • I was wrong about FIRE, here's what changed - Aussie Firebug
    May 19 2025

    Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community.


    In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.


    Tune in to hear:

    • Why Matt originally decided to pursue FIRE and his original goals
    • How we managed to save 70% of his after-tax income
    • Why his views on FIRE started to change
    • The investment strategy he pursued to build a $1.5m portfolio
    • How he thinks about FIRE now
    • Advice he would share to anyone starting out on FIRE today


    Whatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life.


    —------


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


    —------


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

    • Check out the Equity Mates TikTok
    • 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 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.

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    34 mins
  • Investing on easy mode, what's driving markets right now & Pimp my Portfolio with Adam Dawes
    May 18 2025

    The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation.


    The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy.


    On today's episode of Equity Mates, we continue our journey - sharing what we're investing in and what we're learning:

    • The US-China trade war de-escalation continues
    • Price wars are brewing here in Australia
    • Xero's latest results and The Rule of 40 for software companies
    • Adam Dawes returns for the latest Pimp my Portfolio
    • We answer a question comparing IVV and IHVV


    —------


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


    —------


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

    • Check out the Equity Mates TikTok
    • 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 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.

    Show More Show Less
    36 mins
  • Is a recession baked in? - Kellie Wood | Schroders
    May 15 2025

    "The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path.


    Today we are joined by Kellie Wood, Head of Fixed Income at Schroders.


    Together we unpack:

    • How to navigate the current market uncertainty
    • The range of outcomes from the trade war
    • Positioning portfolios to manage risk


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    Thank you to Schroders for sponsoring this episode and helping us keep all of our content free.


    Find out more about Schroders range of Active ETFs on their website.


    —------


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


    —------


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


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

    • Listen to the podcast (Apple | Spotify)
    • Watch on YouTube
    • Read the monthly email


    —------


    Looking for some of our favourite research tools?

    • Download 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.

    Show More Show Less
    43 mins
  • Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update
    May 14 2025

    There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook.


    In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire.


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

    • The latest in the US-China trade war
    • Trump's latest focus on pharmaceuticals
    • Update on Bryce's latest stock pick: TransMedics (NASDAQ: TMDX)
    • A deep dive on Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH)
    • Bryce's latest efforts to turn $500 into $5,000


    —------


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


    —------


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

    • Check out the Equity Mates TikTok
    • 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 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.

    Show More Show Less
    35 mins
  • Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
    May 12 2025

    The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking.


    Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.


    In today's episode we discuss:

    • Navigating this volatile moment in markets
    • Capitalising on market downturns
    • Updated rules of portfolio construction
    • Manager selection and red flags
    • Trends in new funds coming to market


    Interested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.


    —------


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


    —------


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


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

    • Listen to the podcast (Apple | Spotify)
    • Watch on YouTube
    • Read the monthly email


    —------


    Looking for some of our favourite research tools?

    • Download 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.

    Show More Show Less
    44 mins
  • AI is eating search, Buffett bets on pizza & property hits all-time highs
    May 11 2025
    One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:Warren Buffett's 3 latest stock picksAll the trade war newsAustralian property prices—------Want to get involved in the podcast? Record a voice note or send us a message—------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)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack 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.
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    33 mins