Share
Equity Mates Investing Podcast
Expert: Jesse Felder - "We haven't hit the bottom yet"
Season 7, Ep. 42
•
Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.
If you want to let Alec or Bryce know what you think of an episode, contact them here.
Stay engaged with the Equity Mates community by joining our forum.
We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone.
Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.
Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.
*****
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast 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.
Equity Mates is part of the Acast Creator Network.
More episodes
View all episodes
Uncovered: Protecting brains of stroke patients - Argenica Therapeutics
28:25Uncovered is our series where we take a closer look at some of the Aussie companies that get less analyst coverage and media attention. And today’s episode is a cracker. When it comes to strokes, there is a saying: time is brain. During a stroke, blood vessels are blocked and blood carrying essential oxygen cannot make it to brain cells. This lack of oxygen kills 1.9 million brain cells every minute. Sadly, globally, only 35% of patients suffering from an acute stroke arrive at hospital in the critical 4.5 hour window for treatment. As such, stroke researchers around the world are focused on shortening the time to treatment. Argenica Therapeutics are approaching this problem slightly differently. Rather than trying to get the patient to hospital within the 4.5 hour window, they’ve asked: how can we widen that 4.5 hour window?To better understand their work, today we speak to Argenica Therapeutics CEO and Managing Director, Dr Liz Dallimore. —------Want more? Read our write up on Argenica TherapeuticsWant to ask a question or join us on the podcast, hit us up via our website. —------Want more Equity Mates?Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestJoin the conversation in the Facebook Discussion GroupFollow 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 540697.54. Ren (tries to) solve the housing crisis, Pimp my Portfolio & the saga of Paramount Global
41:35Housing. It is the biggest conversation in Australia right now and is shaping up as a key battleground for Australia's next federal election. In this episode, we explore some data and consider whether it could be one step towards resolving the housing crisis. Here's what else we cover in today's episode:Luke Laretive returns for Pimp my PortfolioWe chat about this month's book club pick: Unscripted: The Epic Battle for a Media Empire and the Redstone Family LegacyDiscuss next month's book club pick: The Man Who Solved the Market: How Jim Simons Launched the Quant RevolutionWant to get involved in Pimp my Portfolio? Fill out the form on our website and we'll get in touch. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------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 540697.53. Ask an Advisor: In the room with Glen Hare & a real client
38:37If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process.Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare. In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an aim of understanding how it actually works with a financial advisor.We also unpack how Emily and her partner approached managing money and setting goals as a couple and where a financial advisor was able to help. —------Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupWant 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 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 540697.52. Nvidia earnings, is it time to buy Tesla & with the Yen so low, should we invest in Japan?
36:37Nvidia's earnings seem to be the biggest ticket in town these days. And their quarterly earnings last week did not disappoint. In business history, we've never seen a company this large grow this quickly. Tune in as we break down some of the wild numbers. Here's what else we cover in today's episode:We introduce a new segment: Mr Beat UpIn it, we debate whether a beat up stock has been oversold (and is a good buy) or whether there's more bad news to come We also discuss the weakness in the Japanese Yen and whether that creates a buying opportunity in Japanese stocks —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow 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 540697.51. Expert: Sam Gordon - How to find suburbs poised for growth
30:47Whether you dream of owning a home, are an owner-occupier or a property investor, we all want to know what drives house prices. Today, we sit down with recently crowned Buyers Agent of the Year, Sam Gordon, to understand what he's looking for. Resources discussed: RealEstate.com.auCoreLogic SQM Research—------Thank you to Australian Property Scout for sponsoring this episode. Their support helps keep all of our content free. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupSpeak to a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------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. —------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 540697.50. Industry Deep Dive: Healthcare - Double the size of supermarkets, none of the hype
44:19We're back with another industry deep dive, this time on Australia's $241 billion healthcare industry. It is an industry that is almost double Australia's $130 billion grocery sector, but it get's none of the hype. Here's a few more stats on the sheer size of the industry:1.7m people employed, about 13% total workforceTotal healthcare expenditure: About 10.3% of GDPNumber of hospitals (both public and private): Over 1,300 Join us as we dive into the industry and look at some of the big listed companies as well as some of the ETFs that track the industry. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow 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 540697.49. Buy or Sell: Roger Montgomery - Nick Scali, Megaport, NovoNordisk & more
31:05Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger.Companies discussed in this episode include:ARB CorporationMacquarie Technology GroupAlliance Aviation ServicesMegaportNick ScaliCommonwealth BankTelix PharmaceuticalsAdobeNovoNordiskSage Group—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow 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 540697.48. COVID stocks that haven't recovered (yet?), Pimp my portfolio & should I invest in gold?
31:23Last week we covered a number of well-known stocks that crashed in 2022 and have since made incredible recoveries. Today we look at the other side of the equation - those companies that haven't yet or may never recover. Here's what else we cover in today's episode:We look at the incredible life (and investment returns) of Jim Simons Adam Dawes returns for another Pimp my PortfolioWe consider the role of gold in a portfolio Want to submit your portfolio for Pimp my Portfolio? Submit via our website—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant 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 YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow 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 540697.47. Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management
31:57This 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 philosophyHow she thinks about investing in Big Tech at the moment Novel ways of investing in artificial intelligence outside of Big TechHow inflation and interest rates affect her investment process What Catriona has learned from the latest earnings seasonWhat 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—------Want more Equity Mates:Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps 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.