Equity Mates Investing Podcast

Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with a simple question: are you buying or are you selling?In this episode, Adam is joined by Ben Rundle of Hayborough Investment Partners.Companies discussed:Lifestyle Communities (ASX: LIC)DUG Technology (ASX: DUG)Catapult Group (ASX: CAT)Redox (ASX: RDX)Guzman y Gomez (ASX: GYG)Domino's Pizza Enterprises (ASX: DMP)Eagers Automotive (ASX: APE)Dicker Data (ASX: DDR)Growthpoint Properties Australia (ASX: GOZ)Paragon Care (ASX: PGC)—------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 headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". In today's episode, we look back at the week that was and consider whether the panic (and headlines like that) were justified. We also:Catch up on what we're learning from earnings seasonDiscuss Elon Musk's Neuralink implanting a second brain chipUnpack the news out of the WA mining industry Share our takeaways from JP Morgan Asset Management's quarterly briefing Discuss our latest book club book, all about the rise and fall of media companies—------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.

We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right in the middle of it. In today’s episode we speak to John about:What his data shows Aussie investors are buying and selling How different age cohorts are investing Any other noticeable trends amongst Aussie investorsJohn's entrepreneurship journey with Superhero & what he's learnedHow he sees competition amongst brokers in Australia Why Superhero changed their price to $2 brokerageWhat's in the product pipeline at Superhero—------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 YouTubeFollow 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. —------Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper and is issued by Diversa Trustees Limited as trustee. Read the PDS and TMD at superhero.com.au.—------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.

There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. In a big episode of Equity Mates, we'll get you caught up on:The RBA's latest decision on interest rates and what it means The fall in the Aussie share market and the panic that ensued. Importantly, why that panic is overblownThe falls in the US and Japan, and why they had quite different causes Buffett's latest market update, and his $277 billion cash pile Ren's out-of-left-field prediction for what Buffett is planning —------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.

The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy, In today’s episode we speak to Chris about:His journey from football to funds managementHis investment philosophy at Cerutty Why liquidity is such an under-appreciated factor for all investorsAn example of a big structural trend - Decarbonisation - and examples of investment opportunities that emergeThe massive economic shift that Trump may have indicated by picking JD Vance as his running mateWant more? Listen to our first interview with Chris from 2019Read the Cerutty Macro Fund monthly updates—------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 YouTubeFollow 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.

Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday was our worst day in 18 months with the ASX 200 down 2.1%. If you're following the market day-to-day, you might be panicking. This episode is our reminder of why you shouldn't. We're zooming out and reminding you of the power of long-term investing. That's not all we're doing as we also discuss some rules of portfolio construction and answer a question on whether micro-investing is worth it. —------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.

Think the Australian share market is boring? Casey McLean wants to change your mind.Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO) and is looking for opportunities in some of the largest and most well-known Australian names.In this episode we discuss Casey's investment approach and where he sees the Australian economy going from here. We also discuss a number of companies including:SiteMinderVentiaCSLCochlearResMedBoralCSRPolyNovoCar Group—------This episode has been sponsored by Fidelity, find out more about the Fidelity Australian High Conviction Active ETF. Thank you to Fidelity for helping keep the podcast free.—------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 GroupWant 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—------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.

We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal opposition proposed building 7 nuclear power stations by 2050. But globally, nuclear energy has been one of the top performing sectors on the stock market. We wanted to understand why. So in this industry deep dive we're looking at:The adoption of nuclear energy around the world Why AI has become a huge driver of nuclear energy stocks The nuclear conversation in Australia The investment opportunity in uranium miners, nuclear power plants and industry suppliers across Australia, Europe, the US and CanadaJoin 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 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.

As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Advisor episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages.We cover:Young and getting started: First job, travel, getting out of debt, thinking about propertyAccumulators: Key milestones, investing, planning for the futureStarting a family: Estate planning, thinking about kids, emergency funds and tax-efficient investingWherever you are on your investing journey, we think this episode will give you plenty to go away and think about applying to your own finances.—------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.