We're joined by returning guest - Coolabah Capital portfolio manager - Chris Joye. According to recent analysis by the Australian Bureau of Statistics - at a cash rate of 3.6% - 15% of all Australian borrowers are at risk of default. So, with the RBA continuing to raise interest rates, there are concerns that the country's housing market could face a significant upset in the near future. Chris warns that when one in four Aussie home loans in 2023 switch from their 2% fixed rates to 6% variable rates, it could be the "mother of all shocks" for household balance sheets. But it's not just the housing market that Chris is worried about. He also believes that equities have been a bit of a Ponzi scheme for a long time, and that the world is not growing, but contracting. He warns that there's going to be no freaking growth for the next few years, and this could spell disaster for everything... So, a lot to think about in our conversation with Chris today! Check out Chris' previous appearance here. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Link here 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.  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. Hosted on Acast. See acast.com/privacy for more information.

We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s episode.  Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back? We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the fixed income market have adapted to the rising rate environment and identify potential opportunities and risks. Some key questions we'll cover include: Are 60/40 portfolios making a comeback? How have central banks' actions impacted the bond market? What might the future hold for interest rates and the fixed income market beyond 2023? Bob will also share his insights on potential investment picks and areas to avoid in the fixed income market. Don't miss this informative episode packed with valuable insights into the world of bonds and fixed income investing. If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum.  Today's episode contained sponsored content from J.P. Morgan Asset Management. ***** 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. Hosted on Acast. See acast.com/privacy for more information.

In this extra special episode, we're joined by legendary AFL Coach Leigh Matthews who discusses money and leadership with us. He's sharing his insights on team building, effective communication, and collaboration. Matthews emphasises the importance of setting a strong example, building trust, and empowering team members to make their own decisions. He also highlights the qualities that set great leaders apart, and how effective leadership can lead to improved team performance and personal growth. Stay engaged with the Equity Mates community by joining our forum.  If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here. ***** 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. Hosted on Acast. See acast.com/privacy for more information.

We're welcoming back our friend and fellow Equity Mate Ed Kavalee to bring you a new format! How many times have you looked at something and thought... is there money in that? Well Ed has, and he's brought this idea to both of us and we're going to look at 'is there money in music?'. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders. Today, we explore two stocks held by the fund: Mastercard (NYSE: MA) and Floor & Decor (NYSE: FND). Mastercard (NYSE: MA):  With a market cap of $344 billion, Mastercard is the second largest payment processing company globally, and it has gained over 100% in the past five years, despite a 6% decline over the past year. The company has reported $22 billion in revenue, an 18% year-over-year (YOY) increase, and a $9.9 billion profit, with a 45% profit margin. Floor & Decor (NYSE: FND):  Floor & Decor is a multi-channel retailer of hard surface flooring and accessories, offering a broad assortment of in-stock hard-surface flooring, including tile, wood, laminate, vinyl, and natural stone. The company operates 178 warehouse-format stores and five small-format design centers across 35 American states. Despite a decline of 11% over the past year, the company's market cap has increased by 115% in the past five years, and it has reported $3.4 billion in revenue, a 42% YOY increase, and a $283 million profit, with an 8% profit margin. Stay engaged with the Equity Mates community by joining our forum.  If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Click here ***** 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. Hosted on Acast. See acast.com/privacy for more information.

We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage. We also share Equity Mates' feedback about their Airbnb hosting experience and think about whether that affects our want to add it to the EM Portfolio. Additionally, we continue our Uncovered: series by analysing Danimer Scientific and their production of bioplastics. Read more of our report here. ----- If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. Visit here. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Comedian v Economist is another one of our epic shows in the Equity Mates network. We thought this was an awesome episode - so we want to drop it here so you can have a taste! Want to know what's holding you back from being the best trader you can be? IG have some ideas. The wages data came in soft and the RBA should be ashamed of itself. Coles and Woolies are posting great profits, while Mrs Mac's has gone belly up. All this and more on this week's Comedian v Economist. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram.  Comments on the show? A question for Thomas or Adam? Just want to send some appreciative thoughts their way? Go ahead and send them to cve@equitymates.com This episode is sponsored by IG Australia. Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106. If you’re interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. ----- Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Today we’re joined by Stephen Arnold - Managing Director and CIO of Aoris - a single fund of 15 highly profitable, market-leading, global businesses. Stephen has been investing in offshore markets for over 28 years, with previous roles at Evans & Partners, Goldman Sachs and Platinum Asset Management.  He talks about one of their investments - Tractor Supply. Tractor Supply is a US retail chain offering agricultural, home improvement, and outdoor recreational products. Founded in 1938, it has over 2,000 stores across 49 states. The company's revenue reached $14.2 billion in 2022, with a net profit of $1 billion. Tractor Supply has shown consistent growth, expanding its product offerings and e-commerce platform. Its competent leadership, including CEO Hal Lawton, has prioritised innovation and digital transformation.  If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities. Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Berkshire Hathaway's shareholder letter is one of the most highly anticipated documents of the year for investors. In it, CEO Warren Buffett shares his thoughts on the state of the economy, his investment strategies, and the company's performance. We look at our takeaways from this year's letter that can help you become a better investor. 
In the second half of our episode, we’re joined by Bernard Rowe, a geologist and Managing Director of Ioneer. Ioneer is a US-based lithium and boron producer that is listed on the ASX with ticker INR. (ASX: INR) 
 Get in touch via equitymates.com/contact-us/ to let us know what we should ask at the conference in May! To find out more about ASX CEO Connect, click here. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Join us on the Equity Mates podcast as we talk to Jason McIntosh, founder of Motion Trader, about the key education pillars he uses in his investing strategy. From managing emotions and forming good habits, to understanding your trading DNA and the importance of recovery, Jason shares valuable insights to help investors make better decisions. He also provides tips on finding information and inspiration when investing, including the tools and resources he uses to stay informed. Don't miss this episode to discover how you can improve your investment approach with the guidance of an expert. This episode is sponsored by IG Australia Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106 If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more. Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! 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.  Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. 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.  Hosted on Acast. See acast.com/privacy for more information.

Looking for sound financial advice but worried about the cost? You’re not alone. Only about 10% of Australians receive advice. So we’re starting a new series called: Equity Mates Ask the Adviser, a series of episodes featuring some of Australia's top advisers. You'll have the opportunity to ask them anything, and we'll cover a range of topics beyond investing. Kicking off the series is Charlie Viola, partner and managing director of Wealth at Pitcher Partners in Sydney. With $2.2 billion in funds under management, Charlie advises high net worth and ultra-high net worth individuals and has been recognised as one of the top advisers in Australia by Barrons. In this episode, Charlie shares his insights on the key principles of portfolio construction. Diversification and asset quality are crucial, he advises. Don't put all your eggs in one basket! Instead, choose high-quality assets and invest regularly. But he shares his thoughts on what to do if you’ve got a small amount to invest, and are aspiring to be one of his clients. Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side. This was a great opportunity for Equity Mates to learn from one of the best in the business. Send your questions for more Ask the Advisers here. A reminder we currently have $100 off our Value Investor Program - an online course developed with Owen Rask, that will take you through everything you need to know about valuation. Use code MATES at checkout for $100 off. Click here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with Early bird access details. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us!  Bryce's contenders are complete speccy stock Latin Resources (ASX:LRS), Flutter (LON: FLTR), and Shiseido (SSDOY). Alec is looking and thinking about REA Group, (ASX:REA), Audinate (ASX:AD8), Pro Medicus (ASX:PME), and Xero (ASX:XRO). But today, Bryce is pitching Airbnb (NASDAQ: ABNB).  According to Bryce's notes, recently Airbnb posted an annual profit for the first time ever, resulting in a 10% increase in the stock price, the biggest one-day gain. The company is forecasting a sunny outlook for travel in 2023, which is in contrast to the doom and gloom predicted by many. Additionally, Airbnb is "hiring at a judicious pace," which is a good sign for investors. The company earned $1.9 billion in 2022, compared to a $352 million loss the previous year, thanks to strong demand for travel as people start to venture out again. Then Bryce and Alec move to a new segment called "Uncovered," where they explore companies that don't receive much analyst or media coverage. Today, we're taking a closer look at Rare Foods Australia (ASX:RFA) and Unith (ASX: UNT). Both of these companies have unique stories. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES Please complete the Equity Mates Media Community Survey 2023 The survey is now open and closes on 28th February 2023 - T&C details here. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

When it comes to Apple (NASDAQ: AAPL), Bryce and Alec are joined by Owen from Rask to unlock the tech giant's secrets. Apple is a global behemoth in the world of technology, creating innovative products and services that are beloved by millions of people around the world. From the iPhone to the MacBook, Apple has firmly established itself as a market leader. Based in California's Silicon Valley, Apple has become synonymous with innovation and style. Their sleek designs and intuitive interfaces have captivated the hearts and minds of consumers worldwide. With over 500 retail stores in more than 25 countries, Apple has built a loyal fanbase that is second to none. So, let's grab our calculators, our spreadsheets, put on our thinking caps, and dive into the financials of one of the world's most valuable companies. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES 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.  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. Hosted on Acast. See acast.com/privacy for more information.

Valuing a company can be a daunting task, but when it comes to Xero (ASX: XRO), Bryce and Alec are joined by Owen from Rask, and they're up for the challenge. Xero (ASX:XRO) is a global cloud-based accounting software company that empowers business owners with the tools to manage their finances efficiently. The company is headquartered in New Zealand and has expanded its services to over 180 countries worldwide. With a market capitalisation of over $17 billion, Xero has become a leading player in the accounting software industry. To unlock the secrets of Xero's value, we need to dive into the company's financials, market positioning, and growth potential. Let's roll up our sleeves and take a closer look. The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES 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.  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. Hosted on Acast. See acast.com/privacy for more information.

Are you wanting to become a savvy investor and learn how to value a company? Nodding your head? Of course you're in the right place. Alec and Bryce are joined by Owen Raszkiewicz from Rask to take you on a journey through value investing principles. In this episode of our three-part series, we're going to dive deep into the world of value investing and valuation methods. So, let's buckle up and get started! The Rask + Equity Mates collaboration is a match made in heaven. Together, we bring you the best courses to learn about the nitty-gritty of investing in shares/companies — from beginning to dividend. Take a free course or become part of the highly-rated Value Investor Program, register now to take advantage of the current promotions - $100 OFF with Promo Code: MATES 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.  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. Hosted on Acast. See acast.com/privacy for more information.

Equity Mates Stock of the Year is back again, and this time, Bryce and Ren have selected Axon Enterprise and Infosys to go head-to-head. Alec’s choice: Axon Enterprise (NASDAQ: AXON) Axon Enterprise, previously known as Taser International, has been providing non-lethal weapons to law enforcement agencies worldwide since the 1970s. With the rise of police accountability and the demand for body-worn cameras, Axon Enterprise has been at the forefront of these changes. Its primary product is the Taser stun gun, which incapacitates targets with an electric shock. Recently, Axon Enterprise has been trying to move to a recurring revenue model, & the results have been promising. In 2016, 34% of its revenue came from recurring sources, & in 2020, that number had risen to 73%. Over the past 12 months, the stock has risen by 34%. Bryce’s choice: Infosys (NYSE: INFY) Infosys is an Indian multinational technology company that provides consulting, software development, & outsourcing services to its clients. Its services range from helping companies set up an online store to creating mobile apps for banking customers. The company has a global footprint, with over 300,000 employees in 54 countries. It's been carbon-neutral for the past 3 years, which is an impressive feat. Boasts a market cap of $80 billion and a balance sheet that shows $2.3 billion in cash & no debt.Its also grown revenue from $10 billion to $17 billion over the past five years, with a compound annual growth rate (CAGR) of 11%. Who's getting the crown in 2023? Bryce mentions the Rask x EM course, check it out here. ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 The survey is now open and closes on 28th February 2023 - T&C details here. If you want to be part of an even bigger FinFest in November 2023, register your details for Earlybird details. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Join Andrew Brown from East 72 as he outlines his 14 bold predictions for 2023. We hear predictions for house prices, interest rates, the property market, and the share market in Australia and globally. Get insights on whether the Australian house market will bottom out, if there will be an interest rate rise, and what's in store for the share market. It's going to be a season of volatility and scandals. Predictions: Volatility is going to be a major feature of 2023. One of three very senior leaders who impact global stability could die in 2023, and its potential impact on worldwide economic trends. Australian house prices won't bottom out this year, while US house prices will. Philip Lowe will not be Governor of the Reserve Bank after the 17th September 2023. The Fed's fund rate will not be below 4% this year. The Reserve Bank of Australia's cash rate will not be below 3% at any stage this year. The market will end up not too far away from where it was at the end of 2022 after a 15% correction. The Australian share market will be volatile, but won't make significant gains. Smart investing means looking at stocks that the rich will continue to buy, play, and love. 2023 will see scandals and lots of corporate activity. News Corp will finally unravel itself this year. Contrarian plays worth considering include investing in gold stocks and the Vietnamese stock market. Andrew predicts that Russian stocks will trade again in 2023 (if Putin dies and Ukraine wins the war). ----- The Equity Mates Community Survey is here. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details. Stay engaged with the Equity Mates community by joining our forum.  ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Bryce & Alec are excited to be back for 2023 and in this episode, in true Equity Mates tradition, they discuss some of their individual bold predictions for 2023. Forecasting is for the weather, so please take this episode and the 'bold' predictions contained with some fun and tongue-in-cheek. We reached out to the Equity Mates team of podcast talent to offer their own personal bold predictions, so sit back, press play and have some fun with us. We'll loop back in December 2023 to see how all these early year predictions fared. ----- The Equity Mates Community Survey helps us to understand who is engaging with Equity Mates Media, and more importantly, how we can continue to improve our content to help you on your money and investing journey. Win $500 in cash or tickets to FinFest 2023 by completing the Equity Mates Media Community Survey 2023 It shouldn’t take you more than 10 minutes to complete. You will automatically be entered into the competition if you complete ALL questions, and provide your email address. The survey is now open and closes on 28th February 2023 - T&C details here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we’ll be in touch with earlybird access details. ----- Looking for an investing book gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now! 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.  Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Deere & Company, all on our own! Thanks to Sharesies for sponsoring the Equity Mates Summer Series. 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.  Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. 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.  ***** This episode contained sponsored content from Sharesies. ***** 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. Hosted on Acast. See acast.com/privacy for more information.

Welcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply. Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re chatting about Mercado Libre with David Halpert from Prince Street Capital! Thanks to Sharesies for sponsoring the Equity Mates Summer Series. 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.  Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work. 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. ***** 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. Hosted on Acast. See acast.com/privacy for more information.