Equity Mates Investing Podcast – Details, episodes & analysis

Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes:

• Ensure you don't miss out on growth
• Offer income without the hassle
• Cut your losers, double-down on your winners
• Are designed to last forever (this episode)

In this episode we're taking a closer look at why indexes may be the only truly timeless investment product.

We all love the idea of being a long term investor, but not every investment is designed to be long-term. The history of the stock market is a history of companies rising and falling, of one generation's giants being disrupted by a new wave of companies.

When it comes to index ETFs, it is a completely different proposition. They are designed to be timeless and capture the growth in the stock market, wherever it comes from next. Tune in to today's episode to find out 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.

—------

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 content is distributed by WealthHub Securities Limited (WSL) (ABN 83 089 718 249)(AFSL No. 230704). WSL is a Market Participant under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited (ABN 12 004 044 937)(AFSL No. 230686) (NAB). NAB doesn’t guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. This material is intended to provide general advice only. It has been prepared without having regard to or taking into account any particular investor’s objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice, in light of their own objectives, financial situation and/or needs, before acting on the advice. Past performance is not a reliable indicator of future performance. Any comments, suggestions or views present do not reflect the views of WSL and/or NAB. Subject to any terms implied by law and which cannot be excluded, neither WSL nor NAB shall be liable for any errors, omissions, defects or misrepresentations in the information or general advice including any third party sourced data (including by reasons of negligence, negligent misstatement or otherwise) or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the general advice or information. If any law prohibits the exclusion of such liability, WSL and NAB limit its liability to the re-supply of the information, provided that such limitation is permitted by law and is fair and reasonable. For more information, please click here.

Hosted on Acast. See acast.com/privacy for more information.

"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick off this episode we explain why that is some of the worst financial reporting we've seen in a while. Do better Channel 9.

That's not all we cover in a big episode of Equity Mates:

• How Channel 9 and Channel 7 have reported very similar stories before
• Investor Confessions returns with two new confessions
• We unpack what has made Nvidia such a great company

—------

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 YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow 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.

Hosted on Acast. See acast.com/privacy for more information.

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 meetings
• 3 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 Group
• Or get put in touch with a professional financial advisor by filling out this form

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 YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow 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.

Hosted on Acast. See acast.com/privacy for more information.

Bryce has been investing since 2003. In this episode we find out if he has beaten the overall stock market index in that time. 

That’s not all we cover in today’s episode:

• How stock markets around the world are hitting all time highs
• The bull market in crypto 
• The best way to switch brokers 
• One of the worst stock market predictions we’ve ever read

Resources discussed: 

• Sign up to Sharesight and track your portfolio like Bryce
• Pick up our book Don’t Stress Just Invest
• All of our company data comes from TIKR

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

We’re back with our first live event of 2024.

Join us at the Chauvel Cinema in Sydney on 10 April for a live Ask an Advisor. 

Click here for more information and to secure your tickets.

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

For investors of any level, getting your head around valuation is one of the most challenging aspects of investing. So to help us build our skills, we’ve turned to one of the world’s best-known experts on valuation, Aswath Damodaran.

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University and is known in the finance industry as the “Dean of Valuation”. 

In this episode we cover:

• How Aswath introduces students to valuation at NYU
• Key concepts of valuation including: price v value, the four drivers of valuation, and probabilistic margins of safety
• How Aswath advises beginners to approach valuation 
• Growth in Big Tech and how Aswath thinks about valuing the Magnificent 7
• How inflation and interest rates can affect valuation 
• … and so much more 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

The hottest commodity in the world isn’t lithium or gold. It’s something you’ll find in the supermarket shelves. The price of cocoa has more than doubled since the start of 2023 - we unpack what that’ll mean for us all. 

In this episode we also:

• Cover Nancy Pelosi’s latest stock pick (and the controversy around her stock trading more broadly)
• Are joined by Romero for the latest Pimp my Portfolio 
• Discuss Morgan Housel’s latest book, Same As Ever

Links mentioned:

• Link to Morgan Housel’s Same as Always
• Facebook Discussion Group

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

For the past 59 years, history’s greatest investor has shared his thoughts in an annual letter to shareholders. We’ve read Warren Buffett’s latest shareholder letter and unpack our biggest takeaways to kick off this episode. 

That’s not all we cover in another big episode of Equity Mates, you’ll hear:

• Why Reddit is finally going to list on the share market 
• How Reddit’s numbers compare to two of its social media peers: Snap and Pinterest
• What to do when you receive a letter from a share registry 
• How to sign up to a dividend reinvestment plan 

Links mentioned:

• Warren Buffett’s latest shareholder letter
• Archive of all Buffett letters
• Facebook Discussion Group

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

Insurance. It’s more interesting than you think. 

We all know it’s important, but in this episode Phil Thompson from Skye Wealth takes us through how we can approach it. In particular:

• What kinds of insurance we should consider at different stages of life 
• What insurance we can pay for with superannuation 
• How we manage the level of cover we receive through superannuation 
• Some tips and tricks to calculate the cover you need 

Want to speak to someone from Phil’s team? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

A big episode to start the week here at Equity Mates. We:

• Hear Bryce pitch a stock 
• Are joined by Maddy for Pimp my Portfolio 
• Unpack the lessons from 2 investor letters

Links mentioned:

• 2024 Community Survey
• Rowan Street Capital Letter
• Ace River Capital Letter
• Reddit r/SecurityAnalysis
• Podcast episode with Yaron Naymark on RCI Hospitality
• Facebook Discussion Group

Want to get in touch with Luke? Fill out this form. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.

Uncovered 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. 

We speak to Dr Michael Winlo, CEO and Managing Director of Emyria (ASX: EMD) about the recent rescheduling of MDMA and psilocybin and his company’s efforts to introduce psychedelic-assisted therapy into Australia. 

Want more? Read our write up on Emyria. 

Want to ask a question or join us on the podcast, hit us up via our website. 

—------

Want to keep learning? Check out the Rask + Equity Mates investing courses. 

We’ve worked with the team at Rask Invest to produce two great investing courses:

• Get Started Investing is a free course that covers all the basics of investing and how to start building your portfolio
• The Value Investor Program goes deep into stock selection and valuation. 

For a limited time, we’re offering $100 off the Value Investor Program with the code: MATES. 

—------

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.

Hosted on Acast. See acast.com/privacy for more information.