Equity Mates Investing Podcast

Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated.Over four episodes we'll be discussing why indexes:Ensure you don't miss out on growthOffer income without the hassleCut your losers, double-down on your winners (this episode)Are designed to last foreverIn this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the companies doing poorly.Two of the hardest parts of investing - knowing when to sell and getting your position sizing correct. Luckily, the design of the index product takes care of both of those for you by applying a consistent, rules-based approach. Listen to today's episode to understand how.—------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.—------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------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.

Last week on the podcast, Bryce mentioned that "investing in a small cap index is now the way to go if you want small cap exposure". We got a few questions on why that was the case, so in this episode we unpack the problems of small cap indexes as why we will never invest in them.We also cover the news of the day, including:Like so many Australians, REA Group is moving to LondonThe numbers behind their UK takeover target Rightmove The escalating dispute between health insurers and private hospitalsWhy some parts of the healthcare industry are becoming "uninvestable"The NFL's decision to allow private equity investment Why Mark Cuban sold a majority stake in the Dallas Mavericks —------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.—------Want 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.

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Michael Gable, Managing Director of Fairmont Equities.Companies discussed:BHP Group (ASX: BHP)QBE Insurance (ASX: GBE)Global X Physical Gold (ASX: GOLD)WiseTech (ASX: WTC)Goodman Group (ASX: GMG)Telstra (ASX: TLS)CSL (ASX: CSL)Domino's Pizza Enterprises (ASX: DMP)Macquarie Group (ASX: MQG)Paladin Energy (ASX: PDN)—------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. Please also keep in mind that the opinions expressed by Felicity are her own and not the opinion of Shaw & Partners.Equity Mates Media operates under Australian Financial Services Licence 540697.

Warren Buffett first started buying Berkshire Hathaway shares in 1965 when the shares traded between $12 and $19. Fast forward 60 years and Berkshire Hathaway is now the first American non-technology company to be valued at $1 trillion. Those same shares are today worth $715,300. Wild. That is just one of the topics we cover in a big episode of Equity Mates: Australia's latest inflation print: 3.5% in the 12 months to July. But there's a devil in the detailRay Dalio wants his voice to live forever. But does anyone else? Nvidia's latest quarterly results Zip's first ever profit Guzman y Gomez's first report as a public company Ex-AFL CEO's Gill McLachlan's first report as the CEO of the gambling company TabcorpResults from Woolworths, Coles, Nine Entertainment and BHPFinally, we finish we some of the worst financial advice we've come across on social media. Resources discussed:The Financial Times' reporting on Ray Dalio—------Want to get involved in the podcast? Send us a voice message on our website and we'll play it on the podcast.—------Want 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.

Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes:Ensure you don't miss out on growth Offer income without the hassle (this episode)Cut your losers, double-down on your winnersAre designed to last forever In this episode we're taking a closer look at the income paid by index ETFs, and why they offer a simple alternative to the hassle and cost of chasing dividend yields from cyclical individual stocks. —------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.—------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------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.Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.

Over the past 122 years, the Australian share market has averaged annual returns of 13.2%. Wild. And that is despite plenty of reasons to be concerned over those years - pandemics, world wars, missing prime ministers, you name it, it's happened. And the Aussie sharemarket has kept on growing. In today's episode we take a look at that 122 year history and see what we can learn. We also cover the news of the day, including:Australia's right to disconnectThe Federal Reserve cutting rates Boeing's bad year gets worseAustralia's federal opposition turns on big box retailersResources discussed:Morgan Housel's strategy for a market downturnAustralian stock market returns back to 1900—------Want to get involved in the podcast? Send us a message on our website and we'll play it on the podcast.—------Want 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.

To talk about the housing market, we are joined by Sam Gordon in this episode. Sam is the founder of Australian Property Scout and recently won Buyers Agent of the Year for 2024. In this episode we cover:An update on the housing market Why Sam thinks we're seeing a two-speed housing market Why certain capital cities still have growth potential How you can think about getting into housing at any budget Different first home buyer strategies Sam has seen with his clients —------Want to keep up to date with the news moving markets? Sign up to our short, sharp daily news brief. Everything you need to know, delivered to your inbox at 6am every week day. —------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?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.

As Reporting Season rolls on in Australia, we take a look at some of the highlights from week 2 including 3 Aussie companies taking on the world. We also discuss:What we can learn from the latest RBA meeting meetings3 of the 4 Big Banks cutting their rates on term deposits. Are they worth it these days?Options when it comes to active managers in Australia Finally, we introduce a new segment: investor confessions. Resources discussed:List of all ASX-listed ETFs—------Do you have an investing confession? Let us know 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—------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 growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated.Over 4 episodes we're going to be exploring the power of index investing.In the first episode we're focusing on growth, and why with index funds you don't miss out.—------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indices. Thank you to these partners for helping keeping all of our content free and accessible.—------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------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.Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.