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Equity Mates Investing Podcast
Equity Mates Media
Recent Episodes
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.
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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.
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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.
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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
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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.
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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.
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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.
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
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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.
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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
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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
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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.
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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 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.
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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
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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.
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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.
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)
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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.
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.
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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)
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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.