Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a f…

Today's guest is Joe Aston, Rear Window columnist at the AFR for 12 years and the author of The Chairman's Lounge: The Inside Story of How Qantas Sold Us Out. Joe's book tour will go down as one of the most successful in the history of Australian business book. It has caused weeks of headaches for the Prime Minister and has seen a number of nervous…

#75: Big tech roundout with Meta and why the shtcos are rallying

Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out. That's …

How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF's we'd be buying. —------ Thank you to Betashares for sponsoring this …

Amazon, Microsoft and Google report! (and an election)

Today we're excited to bring you the recording of our latest live show: Equity Mates, Live in Brisbane. We split the night into 3 segments: Our 8 biggest lessons from 8 years of Equity Mates How to invest in property on any budget with Sam Gordon, founder of Australian Property Scout Deal or No Deal: A property investment game with Sam Gordon Howev…

Today's guest is Andrew 'Twiggy' Forrest, the chairman of Fortescue Metals Group. Twiggy took over the company that would become Fortescue in 2003 and developed it into one of the world's four major iron ore miners in a little over a decade (and became Australia's second wealthiest person in the process). Today, Twiggy also invests privately throug…

Can you really analyse a stock in 30 seconds? Yes, according to one investor we found online. We have a look at his strategy, and the 4-step criteria he uses to quickly screen any stock, and consider how useful is it as a quick stock checklist. That's not all we cover in a big episode of Equity Mates: Bitcoin is back at all time highs Reddit has tu…

David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here. So we take a look at their portfolios and see how they're investing based on their views of the market. Which po…

Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement. We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the u…

Two big segments on the podcast today. Firstly, we dig into the emerging partnerships between Big Tech and nuclear power generators and ask 'just how big will this story get?'. Then, we are joined by Sam Gordon of Australian Property Scout to get an update on Australia's property market. —------ Want to get involved in the podcast? Record a voice n…

#73: Strategy Update - cars, semis, smartphones and algorithms

Today’s guest is Jared Pohl, is a partner and portfolio manager at ECP Asset Management. ECP is an active Australian fund manager and in this conversation we unpack: ECP's investment philosophy and why Jared believes in active investing How we can ensure we're choosing the right active managers ECP's stock selection process and rules for portfolio …

Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. That's just one topic we cover in another big episode of Equity Mates: Why its been a tough…

We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Adam and Henry are going through 10 stocks on Henry's watchlist or are front of mind for the Equity Mates community. The companies covered on today's episode include: Lionstown Resources (ASX: LTR) Zip Co (ASX…

Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is he liquidating his holdings to go all-in on Bitcoin? You'll have to tune in to find out. That's just one topic we cover in another big episode of Equity Mates: Why Ren is sticking with his br…

#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund

Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund. Sorin has more than 20 years experience in the finance industry and in today's episode we unpack the investment philosophy he has developed over his journey and how he brings that philosophy to life in his fund. In a wide ranging conversation, we …

Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught 'chopstick-style' by the launch pad. We unpack it all in today's episode. Meanwhile, back here in Australia, three of the major ETF providers have launched very similar ETFs: Vaneck Global Defe…