Share

Equity Mates Investing Podcast
Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
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
Read Daniel's recent paper on Alts here
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? 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.
More episodes
View all episodes
Ask an Adviser: How to take control of your super & is debt recycling worth it - Matt Ingram
36:44||Season 10Today we dive deep on two of the most common questions we get here at Equity Mates: Should I be investing inside or outside of Super? Should I be investing in property or the stock market? If you've ever pondered either of those questions, then this episode is for you. To help us unpack them is our personal financial adviser, Matt Ingram. Matt is a financial adviser and partner at Northhaven Financial Management. Interested in speaking to Matt or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.—------Want to get involved in the podcast? Record a voice note or send us a message —------Want more Equity Mates? However you want to learn about investing - we’ve got you covered.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.$100 million sign on bonuses, will Ren sell Novo Nordisk & how to find a great buyers agent?
37:40||Season 10Meta is throwing out $100m sign-on bonuses for AI engineers!? We chose the wrong career...We unpack it all in another big episode of Equity Mates:Lab-grown meat, now in AustraliaRen is reviewing Novo NordiskSam Gordon, of Australian Property Scout, unpacks buyers agents and buying property inside SuperWant 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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.WhatsApp: Now with ads, getting our head around Rare Earths & best all-in-one ETF in Australia
32:52||Season 10Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it? Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out. —------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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.Buy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more
23:35||Season 10For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management.If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)—------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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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.Nintendo's record-breaking launch, Mr. Beat-Up's best pick yet & Pimp my Portfolio
37:56||Season 10Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two successful consoles in a row.Has that changed with the launch of the Switch 2?That's not all we discuss in another big episode of Equity Mates:Zip keeps killing itMr. Beat-Up is backPimp my Portfolio—------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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.Monash IVF's shocking mix-up, comparing 3 core portfolios & is Bryce closer to turning $500-to-$5k
29:48||Season 10Bryce set himself a big task this year: turn $500 into $5,000.It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's going.That's not all we cover in today's episode:$1m for the average Aussie houseMonash IVF's shocking mix-upCoffee prices are risingCore portfolios from BlackRock, Vanguard & Betashares—------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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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 540697.4 proven ways to pick winning small caps - Luke Laretive
41:55||Season 10Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund.In today's episode we discuss four ways Luke and the team have made money in Australian small caps, and unpack a current example of each.Want more from Luke 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—------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?Read our free ETF Investing HandbookDownload 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.How is CommBank worth $300B, Teaching kids about investing & Pimp my Portfolio with Adam Dawes
41:04||Season 10Commonwealth Bank has become the first Australian company to reach a $300 billion valuation. To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ ($88bn) together are worth $320 billion. How long can CommBank's outperformance last? That is what we try to understand in today's episode of Equity Mates. —------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)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload 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.Three Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors
40:39||Season 10Today's guest is here to change how we think about large Australian stocks.We're joined by David Wilson, Deputy Head of Australian Equities Growth at First Sentier Investors, who's on a mission to prove that there's plenty of exciting, high-quality names at the top of the Aussie market.If you've ever thought "just banks and miners" when thinking about Aussie large caps, then David thinks you're missing some big opportunities.—------Thank you to First Sentier Investors for sponsoring this episode and helping keep all of our content free.Learn more about First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) by visiting 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.Keep up with the news moving markets with our daily newsletterCheck out our latest show: Basis Points (Apple | Spotify | YouTube)—------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.