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เนื้อหาจัดทำโดย Equity Mates Media เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Equity Mates Media หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Scott Phillips - Reveals 3 biggest holdings of his portfolio | Summer Series
Manage episode 460038706 series 2474030
เนื้อหาจัดทำโดย Equity Mates Media เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Equity Mates Media หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Scott, we're unpacking:
- How a cold email saw Scott find his way into the finance industry
- The training process the Motley Fool uses to upskill new analysts
- Scott's personal investing philosophy and how that has evolved from his early days
- The one ETF Scott owns as part of his portfolio
- The largest stocks Scott owns in his portfolio
- The advice Scott wishes to share with every young investor
—------
Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
- Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
- Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Follow us on social media: Instagram, TikTok
- Sign up to our daily news email
—------
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.
903 ตอน
Manage episode 460038706 series 2474030
เนื้อหาจัดทำโดย Equity Mates Media เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Equity Mates Media หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Scott Phillips is the Chief Investment Officer of The Motley Fool Australia.
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Scott, we're unpacking:
- How a cold email saw Scott find his way into the finance industry
- The training process the Motley Fool uses to upskill new analysts
- Scott's personal investing philosophy and how that has evolved from his early days
- The one ETF Scott owns as part of his portfolio
- The largest stocks Scott owns in his portfolio
- The advice Scott wishes to share with every young investor
—------
Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.
Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.
To speak to the team at Viola Private Wealth, complete the contact form on their website.
—------
Looking to start 2025 on the right foot?
- Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
- Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.
Want more Equity Mates?
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Follow us on social media: Instagram, TikTok
- Sign up to our daily news email
—------
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.
903 ตอน
ทุกตอน
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Equity Mates Investing Podcast
Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey. That's not all we chat about in another big episode of Equity Mates: We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend The short-lived stock market panic and why Nvidia will be okay How we approach our satellite investing Our 4-step checklist for finding great long-term compounders How Bryce is going to approach his $500-to-$5,000 challenge —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ 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. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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.…
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Equity Mates Investing Podcast
1 Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare 48:46
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: The most common client goals for 2025 How we can all do a 'financial health check' Planning to buy property Managing retirement without owning a property When someone is advice ready And so much more! —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ 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. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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.…
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Equity Mates Investing Podcast
What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates: Why Star Casino has flagged it may not be able to continue operating Westpac's dire prediction for iron ore in 2025 Our core & satellite investing strategy and why it works A comparison of two of the most popular ETFs in Australia: VDHG and DHHF —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ 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. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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.…
At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead. Tune in to today's episode to hear Andrew's thoughts on: Where the US stock market will move Why time might be up for the Aussie banks Why luxury goods and alcohol stocks aren't primed for a rebound any time soon The technology stocks that are looking cheap What next for Australian and US interest rates And so much more! Every year Andrew brings a wealth of knowledge and research and helps us clarify our thinking for the year ahead. This is an episode you don't want to miss. —------ Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey . —------ 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. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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.…
We're back for 2025! Every year at Equity Mates we like to kick off with bold predictions for the year ahead and each picking our 'stock of the year'. Tune in to today's episode to hear what we think investors need to be paying attention to in 2025, what might happen across the global economy and which stocks may be in line for a good year. —------ Help us continue improving Equity Mates in 2025 by completing the Equity Mates Community Survey . —------ 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. —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? 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.…
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Equity Mates Investing Podcast
Mark Lamonica is the Director of Personal Finance at Morningstar Australia. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Mark, we're unpacking: What opportunities Mark is seeing in the current market How Mark has very clearly defined his investing goals Investing for income and how Mark funds his lifestyle with his investments Setting up an investment portfolio for the next 30 years How Mark continues to upskill and learn as an investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
1 Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series 44:16
Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Will, we're unpacking: Fairlight's investment philosophy and how they've built an enviable track record Will's love (and we mean love) of under-studied industrial businesses that can quietly compound Why Will focuses on small and mid caps How Fairlight filter the universe to uncover interesting investment opportunities How Will would build a portfolio for the next 30 years Will's biggest gripes with the industry that all investors should be mindful of —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
Scott Phillips is the Chief Investment Officer of The Motley Fool Australia. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Scott, we're unpacking: How a cold email saw Scott find his way into the finance industry The training process the Motley Fool uses to upskill new analysts Scott's personal investing philosophy and how that has evolved from his early days The one ETF Scott owns as part of his portfolio The largest stocks Scott owns in his portfolio The advice Scott wishes to share with every young investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
James Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with James, we're unpacking: James' unconventional path into funds management How James researches investment opportunities and develops expertise in new markets The AI tools we can all use to become better investors The similarities and differences when investing in different parts of the market - Australian small caps to global large caps Firetrail's investment philosophy How to assess management teams and think about incentives —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ 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.…
Chris Wheldon is a private investor and was previously the Portfolio Manager of Magellan's high conviction strategy. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Chris, we're unpacking: Chris' transition from public markets to private markets What he has learned about finding great businesses across this new opportunity set The resources Chris used to continue learning and improving throughout his career Chris' investment philosophy and how it has changed over time A four-letter framework to discover great investing opportunities Chris' advice for all young investors out there —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
1 Catriona Burns - Compounding really is your friend, finding long-term structural winners | Summer Series 29:36
Catriona Burns is the lead Portfolio Manager at WAM Global (ASX: WGB)/ Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Catriona, we're unpacking: How Catriona got her start in the finance industry Where Catriona is seeing opportunities in today's market Catriona's investment philosophy and how it has evolved from her early days in markets The hallmarks of a great long-term investment How Catriona would set up a portfolio for the next 30 years —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
Elise Kennedy is an investment analyst at Schroders. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Elise, we're unpacking: How Elise got started in finance The lessons learned moving from sell-side to buy-side Where Schroders is looking for investment opportunities at the moment Elise's investment philosophy What Elise has learned over the past 12 months in markets —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Geoff, we're unpacking: Geoff's journey in finance and founding Wilson Asset Management The investment framework Wilson uses to pick a great investment How Wilson Asset Management grew to 10 listed investment companies How WAM values a company A live valuation case study using Equity Mates Media as the example The lessons Geoff would teach all young investors —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
1 Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series 31:22
Rikki Bannan is the Executive Director, Small Caps at IFM Investors. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Rikki, we're unpacking: The investing opportunities Rikki is exploring today 3 key lessons from her career that have stuck with Rikki How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024) How these biotech names can fit in a diversified portfolio What Rikki wishes she could teach every young investor —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ 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.…
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Equity Mates Investing Podcast
Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths. Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way. In today's conversation with Ben, we're unpacking: Ben's start in the funds management industry Why Ben thinks investors should pay attention to the smaller end of the market How Ben is teaching his kids to invest Key characteristics of his successful investments over the years How Ben would set up a retail investors portfolio for the next 30 years —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. To speak to the team at Viola Private Wealth, complete the contact form on their website . —------ Looking to start 2025 on the right foot? Pick up a copy of our books Don't Stress Just Invest or Get Started Investing . Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch. Want more Equity Mates? Listen to our basics-of-investing podcast: Get Started Investing ( Apple | Spotify ) Watch Equity Mates on YouTube Follow us on social media: Instagram , TikTok , & LinkedIn Sign up to our daily news email —------ 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.…
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