Equity Mates Investing Podcast

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: 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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. —------ 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokour 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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

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: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth. 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 Peter, we're unpacking: —------ 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? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners. 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 Nick, we're unpacking: —------ Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free. To speak to the team at Viola Private Wealth, complete the contact form on their website. —------ Looking to start 2025 on the right foot? Don't Stress Just InvestGet Started Investingthe form on our website Want more Equity Mates? AppleSpotifyon YouTubeInstagramTikTokLinkedInour 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.

We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024. Here's what we cover on another big episode of Equity Mates: —------ 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. —------ Interested in speaking 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.

Andrew Brown is Executive Director of East 72 Holdings. Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went. We review the year that was and unpack: —------ 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 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.

Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, Alphabet, Amazon & Meta). Two years later, it is the least. We take a look at the shifting fortunes of the world's largest companies and reflect on what it could mean for investors. If you want to see the research that sparked this conversation: check it out on our Instagram. Here's what else we cover on another big episode of Equity Mates: —------ Interested in Adam's portfolio health check? Fill out the form on our website and we'll put you in touch. —------ 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.

Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams. Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going: —------ Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free. Find out more about JGLO on their website and check out the full range of Active ETFs. —------ 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio. So now he's wondering what he should do: rebalance, let his winners run, double-down? To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth. That's not all we cover in another big episode of Equity Mates: —------ 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 to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch. —------ Want more Equity Mates? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.

Luke Laretive is a financial adviser and founder of Seneca Financial Solutions. In today's episode we unpack: —------ Want more from Luke? the form on our websiteGood Research platform —------ 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? AppleSpotifyon YouTubeGet Started InvestingDon’t Stress, Just InvestInstagramTikTokLinkedIn —------ 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.