Equity Mates Investing Podcast

What does Australia's long-term economic future look like? Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the future of Australia's economy: Treasurer Jim Chalmers and Shadow Treasurer Angus Taylor. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing.With the cost of housing getting further out of reach, we sat down with the Housing Minister Clare O'Neil and the Shadow Housing Minster Michael Sukkar to understand how they are approaching the issue. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

“Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren BuffettWhen is the right time to buy the dip? That is one of the most common questions we've been getting over the past few weeks. To answer it, we dug into some stock market history to understand what lessons we can learn. Our big takeaway? The stock market doesn't wait. We explain what we mean in today's episode. That's not all we cover in another big episode of Equity Mates:How the Magnificent 7 was underperforming the S&P 500 (even before this recent sell-off)The latest on Meta's antitrust trialThe history of companies being broken up in antitrust trials (and why shareholders actually benefit)Pimp my Portfolio returns with a new expert, Matt Ingram from Northhaven Financial ManagementInterested in speaking to Matt or being matched with another of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund.In today's episode we pick his brains on the recent market turmoil and where he's seeing opportunities. We cover:Which parts of the market have been impacted the most by Trump's tariffsWhere he is seeing opportunity in the sell-offBen's list of 'under-the-radar growth plays'How any investor can assess management A playbook for investors to navigate this market Want more from Ben and the team at Seneca? Sign up to Good Research to receive two in-depth research reports on Australian stocks. Use the code MATES for 10% off. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

"I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter LynchThe initial panic of Trump's liberation day tariffs have morphed into a slow, gradual slide as companies try to understand what they'll be paying to move products through their supply chains and investors try and work out what that will mean for stock prices.Throughout it all, we're reminded that, in hindsight, these are the moments we wished we'd bought more.In today's episode we cover:The news of the day and the latest on tariffsZip's incredible rebound continuesNews from Australia's major miners: BHP and Rio TintoWhat we've learned from the latest batch of investor lettersBryce's $500-to-$5,000 challenge continues—------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10. Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).In our conversation today, we speak to James about:How small caps have held up in the current market environment James' 3-part framework for assessing the quality of companies How small caps move in phases, and where he likes to invest The things that James worries about in a portfolioTwo stocks that James finds particularly interesting right now —------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.—------This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free. The Fidelity Global Future Leaders Active ETF harnesses Fidelity’s global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity’s best ideas, designed to outperform the market, and deliver more consistent returns through market cycles.  Find out more about the Fidelity Global Future Leaders Active ETFIssued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia’). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.—------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.

"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve SchwarzmanAfter a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war. In today's episode we unpack:How China is using TikTok as a tool in the trade war Meta gets its day in court in its antitrust caseOur views on the latest housing policies by both sides of politics Some of the stocks that are falling into our watch list —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find 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.

For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.Here are some of the names Adam and Nick cover in today's episode:Temple & Webster (TPW)Mesoblast (MSB)Australian Finance Group (AFG)Iperionx (IPX)Genesis Minerals (GMD)DroneShield (DRO)Auckland International Airport (AIA)Nuix (NXL)Generational Development Group (GDG)Macquarie Technology Group (MAQ)And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.—------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.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

“The key to making money in stocks is to not get scared out of them” - Peter LynchIt can feel like a scary time in markets, but we're here to tell you: don't let that fear cause you to deviate from your plan. In today's episode we cover the news and how we've been investing. How the Nasdaq had one of its best days ever on WednesdayWhat we've been buying Mr. Beat-Up joins to chat one beaten down stockWe answer a question on 'lump sum v DCA' at a time like this—------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Keep up with the news moving markets with the Equity Mates daily email and podcast:Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morningPrefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify | YouTube)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.