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Equity Mates Investing Podcast

Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! See acast.com/privacy for privacy and opt-out information.

Popular episodes

Ren makes a (not so) bold prediction & Speccy returns

Dec 5 • 28:58

In this week's chat, Alec makes a very bold prediction involving Apple....

Expert: Eleanor Swanson - Australian Small Companies returning massive growth

Dec 1 • 51:02

Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets. Eleanor is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conf...

Square, PayPal, Spotify, Peloton: Has a bubble burst without us realising?

Nov 28 • 36:05

A bubble has burst, has anyone noticed? Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'....

Expert: Yen Liow - Honestly, everyone MUST listen to this

Nov 24 • 01:00:22

Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert L...

Bryce convinces Ren about the future of the internet, Web3

Nov 21 • 53:54

There’s a lot of hype about Web3 at the moment. Bryce heard some a quote that said, “learning Web3 today is like buying Bitcoin at $10”. It could also be the greatest wealth creating opportunity we’ve seen. So in today's episode Alec throws Bryce the challenge of selling him on the opportunities of this new frontier. They'll walk through what the progression from Web1 to o...

Expert: Velislava Dimitrova - Investing in Sustainable Resources | Fidelity

Nov 17 • 28:16

We all understand the importance of better resource use. As investors, why is this a good thematic to be exposed to? Velislava Dimitrova is the lead portfolio manager of Fidelity Sustainable Water & Waste fund. In this episode Bryce and Alec discuss Sustainable Water and Waste - and ask, what does this mean? And what are some of the companies or themes the fund invests in?...

Boomtown - Airbnb, Rivian, Roblox and Crypto

Nov 14 • 47:07

The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ET...

ASX week: Alison Savas - Two winners from decarbonisation

Nov 11 • 39:15

In this episode, Bryce and Alec chat to Alison Savas - Antipodes’ Client Portfolio Manager. Alison has almost two decades of experience in the investment management industry, working for leading managers in Australia and Singapore. Antipodes have an active-ETF listed on the ASX, ticker code AGX1. In this conversation they talk about decarbonisation, get Alison's thoughts o...

ASX week: Chris Demasi - Private equity, Public markets

Nov 10 • 39:23

In this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). Chris talks to Alec and Bryce about how he defines private markets, the opportunity set they present, and then how we as r...

ASX week: Eu-Jene Teng - Investing in EV's without buying Tesla

Nov 9 • 40:16

In this episode, Bryce and Alec speak to Eu-Jene Teng, a Client Portfolio Manager at Martin Currie Investment Management, a part of Franklin Templeton. A group that manages $2.1 trillion and is the 6th largest asset manager in the world. In this conversation they look at the opportunities arising in emerging markets, take a deep dive into the world of electric vehicles, an...

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