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…

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 ou…

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 g…

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…

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…

We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most important factor when investing in individual stocks and share some of the companies that top our list. If you have a company you'd like to add to our list, hit us up on our website. We also …

Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise. We take a look at what is driving inflation and ask: will a 14th rate rise change anything? We then look at the rise of pre-IPO ETFs. They're having a moment (at least on Bryce's Instagram) b…

Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me podcast (listen on Apple or Spotify) —------ 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…

As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super fund made the cut. In a big episode of Equity Mates, we also are joined by Adam Dawes for another Pimp my Portfolio and finish with a listener question on deciding between adding money to you…

Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan and China and faster-growing economies like India and Vietnam. It is home to some of the world's most cutting edge technologies, like semiconductors in Taiwan and South Korea. And home to some…

The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits year-to-date. The question is, can it continue? In today's episode we also answer a question on dividend reinvestment plans and are joined by Luke Larative for another Pimp my Portfolio. —------ Have …

We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If…

A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see. That's not all we cover in a jam packed episode of Equity Mates: Why the Aussie dolla…

Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate in…

In today’s episode we: discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first half of 2024 have a crack at some of the economist predictions that haven’t panned out this year bring back Luke Laretive and a community member to have their portfolio reviewed Hosted on Aca…

Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund returning 80% in the first half of 2024. Over the past 5 years, he has ridden many of the up's and down's of investing in technology and life sciences and in today's episode he unpacks how he manage…

A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies —------ Have an investing question? Ask via our website and we'll answer it on the podcast. Join the conversation in the…