50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.Timestamps1.23 News and Markets12.16 Community Question on ETF Overlap19.40 Tim Carleton Insights20.20 On the Big Banks26.41 Why Tim thinks Private Markets are an Illusion———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly 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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32:24
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32:24
Buy or Sell: Ally Selby with Arms Rosenberg
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.They cover: • Why Poland’s CD Projekt could be gaming’s next major success story • Practical tips for using AI to supercharge your own investing • Europe’s role in the energy transition through Prysmian Group • The rise of “affordable joy” with China’s Miniso • And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internetFor listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly 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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32:36
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32:36
Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram
One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.Also in this episode:· 📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech· 💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy· 👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly 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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36:13
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36:13
The $20 billion commercial property investor - Jason Huljich | Centuria Capital
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.So today we wanted to pick his brain and understand the state of the commercial property industry.We cover:Why office buildings are backHow to achieve steady, consistent returns from propertyWhy greenhouses are a growing part of Centuria's portfolioThis episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight—------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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36:47
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36:47
All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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.
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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