Expert: Sam Gordon - How Anyone Can Get Started In Property Investing Equity Mates Investing podcast

42:26

Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven Financial Management, about the process and the outcomes. We then dive deep into his superannuation and look at the new portfolio he has set up with Matt's help. That's not all we cover in another big episode of Equity Mates: We go around the grounds for the first 3 months of 2025 - which markets were up, which were down? A look at some other key asset classes - how did they start the year? A look at how costs have moved over the past 3 years —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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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Expert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation" 49:04

3 дні тому49:04

49:04

Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR. Chris is never one to pull his punches, so tune in as we discuss: What is happening in the fixed income market Where the US and Australian economy may go from here Why the RBA may be "humiliated" by the coming economic data Why he is not-so-quietly bullish on DOGE's impact And so much more! —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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.…

1
Don't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes 31:24

4 дні тому31:24

31:24

Could this one investing mistake cost you $700,000? We've done the maths and found that one simple change to your investing portfolio can make a huge difference over decades. That's only one segment in another big episode of Equity Mates: We share the latest good news on Australian inflation The robo-taxi wars are accelerating with big announcements from both Waymo and Tesla Adam Dawes returns for another Pimp my Portfolio —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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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Basis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia 44:45

7 днів тому44:45

44:45

Today we share the final episode of our Basis Points launch series. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website here and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- Today we're joined by two guests from Cboe Australia: Emma Quinn (President, Cboe Australia) and Oran D'Arcy (Head of Listings, APAC) We speak to Emma and Oran about: Cboe Australia's role in Australia's financial markets The rise of ETFs and where Australians are investing The trends Cboe have witnessed overseas that they're seeing come to Australia. ---------- This episode has been sponsored by Cboe Australia. If you would like to learn more about Cboe Australia and subscribe to their monthly Australian ETF Report, head to: cboe.com/fundsreport Thank you to Cboe Australia for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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. ---------- Cboe Australia is the holder of an Australian Markets Licence to operate a financial market in Australia. This information is provided for informational purposes only. It does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Under no circumstances is it to be used as a basis for, or considered as an offer to, become a participant of or trade on Cboe Australia or undertake any other activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security. Hosted on Acast. See acast.com/privacy for more information.…

1
Australia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks 27:24

8 днів тому27:24

27:24

The Australian government handed down its pre-election Budget and we discuss some of the big announcements. (And Ren gets on his high-horse). That's only the start of another big episode of Equity Mates: More bad news for Tesla Meta's textbook example of bad PR management What is in David Tepper's portfolio We answer a community question on stock buybacks —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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.…

1
Basis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth 38:55

10 днів тому38:55

38:55

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- Are we entering a golden age of financial advice? This adviser certainly thinks so. Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth. In our conversation, we cover: The biggest changes in the advice landscape over the past 20 years Why Hewison Private Wealth uses IMAs over SMAs and model portfolios The best uses of AI Andrew has seen across the advice industry The operations of Hewison Private Wealth's in-house investment committee ---------- Basis Points would not be possible without the support of our three launch partners: Orbis Investments - Invest differently Milford - Invested in the outcome CBOE - Local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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.…

1
A good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space 26:19

11 днів тому26:19

26:19

Money doesn't make you happy. But it does give you control over your life. And it turns out, that makes you happy. That was the conclusion of Angus Campbell, a psychologist at the University of Michigan who studied happiness and the biggest predictors of it. For us, it is an important reminder of why we invest: to give ourselves choice in life. We break it all down. That's only the start of another big episode of Equity Mates: Adam Dawes is back for another Pimp my Portfolio Katy Perry is going to space (trust us, there's an investing angle here) —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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.…

1
Basis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford 37:54

14 днів тому37:54

37:54

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. Head to the Equity Mates website and complete the CPD Quiz for this episode . We'll then email you your certificate. ---------- The global opportunity set for investors is massive. And yet, so much of our attention focuses on such a narrow section of one market. Today's guest wants us to break out of our bubble and explore the full global opportunity that we have before us. Today we're joined by Alexander Whight, Portfolio Manager and Head of Global Equities at Milford. We speak to Alexander about: Separating the signal from the noise is such a noisy market Alexander's investment process: from uncovering new ideas, research to investing The best uses of AI tools for stock research Two companies Alexander is finding interesting at the moment: API Group (NYSE: APG) and Aramark (NYSE: ARMK) ---------- This episode has been sponsored by Milford. If you’d like to find out more about what Milford can do for your clients, check out milfordasset.com.au . To learn more and before you invest, be sure to read the Milford Funds Product Disclosure Statements and Target Market Determinations at milfordasset.com.au . 'Milford’ in this podcast refers to Milford Australia Pty Ltd ABN 65 169 262 971 (AFSL 461253), which was formerly known as Milford Asset Management in Australia. Thank you to Milford for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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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Super funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees 27:39

15 днів тому27:39

27:39

There was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is becoming too big for a country with a GDP of $3 trillion and a local stock market with a market cap of $2.7 trillion. So Big Super is growing up and leaving home. Tune in as we break it all down. That's only the start of another big episode of Equity Mates: Luke Laretive joins for Pimp my Portfolio We explain how fees can compound into hundreds of thousands of dollars —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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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Basis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth 40:04

17 днів тому40:04

40:04

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- Everyone can talk-the-talk when it comes to diversification. But are our portfolios walking-the-walk? Today's guest doesn't think so. Today we're joined by Adam Bajcarz, Head of Portfolio Management at Apt Wealth. In this episode we focus on: Apt Wealth's investment philosophy and rules of portfolio construction Where Adam believes many advisers are getting diversification wrong How the investment team at Apt Wealth assess fund managers Adam's 5 P's of investing The emerging asset classes that Adam is seeing more of in Australia ---------- Basis Points would not be possible without the support of our three launch partners: Orbis Investments - Invest differently Milford - Invested in the outcome CBOE - Local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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.…

1
ASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs? 33:27

18 днів тому33:27

33:27

The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. That's only the start of another big episode of Equity Mates: Bryce's business hero has a new job - who is it? And what are they doing? Mr. Beat-Up returns and he is reviewing 3 stocks suggested by the Equity Mates community We answer a question on Crypto ETFs - how do they compare to buying crypto directly? —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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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Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments 50:26

20 днів тому50:26

50:26

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- Today we’re joined by Eric Marais, Investment Specialist at Orbis Investments. The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing. We speak to Eric about: The case for reducing exposure to US Big Tech Some counterintuitive ideas that form the basis of Orbis’ philosophy Why Eric believes animal spirits are back How we could be entering a stock pickers market Two stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY) ---------- Orbis Investments is one of launch partners for Basis Points. If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/home Thank you to Orbis Investments for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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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What we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF? 30:28

22 дні тому30:28

30:28

The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about any opportunities that we see. That's only the start of another big episode of Equity Mates: Bryce's quest to turn $500 into $5,000 continues. How has he gone so far? We review Vanguard's latest ETF - VDAL - and compare it to its Betashares equivalent - DHHF —------ 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. —------ Keep up with the news moving markets with the Equity Mates daily email and podcast: Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify —------ 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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Introducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth 51:46

24 дні тому51:46

51:46

We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ---------- For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola. In a wide-ranging conversation, we speak to Charlie about: Going out on his own and launching Viola Private Wealth His foundational principles of portfolio construction Best practice for educating clients and bringing them on the journey How the Viola team assess emerging asset classes ---------- Basis Points would not be possible without the support of our three launch partners: Orbis - Invest differently Milford Asset Management - Invested in the outcome CBOE - local market, global opportunities Thank you to all three partners for helping us keep all of our content free and accessible. ---------- Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ---------- In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points 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. ---------- Basis Points 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.…

1
10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround 34:48

25 днів тому34:48