Equity Mates Investing Podcast

"Down cycles are not fun. But they form the basis for enormous future profitability - Steve Schwarzman

After a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war.

In today's episode we unpack:

• How China is using TikTok as a tool in the trade war
• Meta gets its day in court in its antitrust case
• Our views on the latest housing policies by both sides of politics
• Some of the stocks that are falling into our watch list

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Want to get involved in the podcast? Record a voice note or send us a message 

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Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - weve got you covered.

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Looking for some of our favourite research tools?

• Find company information on TIKR
• Screen the market with GuruFocus
• Research reports from Good Research
• Track your portfolio with Sharesight

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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.

For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group.

Here are some of the names Adam and Nick cover in today's episode:

• Temple & Webster (TPW)
• Mesoblast (MSB)
• Australian Finance Group (AFG)
• Iperionx (IPX)
• Genesis Minerals (GMD)
• DroneShield (DRO)
• Auckland International Airport (AIA)
• Nuix (NXL)
• Generational Development Group (GDG)
• Macquarie Technology Group (MAQ)

And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).

• In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.
• In their most recent episode they spoke about Trump's tariffs on Liberation Day, the latest jobs data, what falling liquor sales can tell us about the economy and the collapse in the market for second-hand Teslas.

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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.

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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 Dont 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. 

------

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.

The key to making money in stocks is to not get scared out of them - Peter Lynch

It can feel like a scary time in markets, but we're here to tell you: don't let that fear cause you to deviate from your plan.

In today's episode we cover the news and how we've been investing.

• How the Nasdaq had one of its best days ever on Wednesday
• What we've been buying
• Mr. Beat-Up joins to chat one beaten down stock
• We answer a question on 'lump sum v DCA' at a time like this

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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 | YouTube)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Dont 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.

The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On one hand, office buildings have struggled in a COVID-adjusted, work-from-home world. Meanwhile, all of us spending more time at home has been a boon for eCommerce and the logistics warehouses that support it.

One company at the centre of it all has been Centuria, one of Australia's largest commercial real estate investors.

Today, we speak to the cofounder and Joint-CEO of Centuria, Jason Huljich, about how the world of commercial real estate is changing and where he is spying opportunities.

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This episode has been sponsored by Centuria. Thank you to Centuria for helping keep all of our content free.

If you want to learn more about Centuria range of listed and unlisted funds, head to: centuria.com.au/equitymates

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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?

• 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.

"You make most of your money in a bear market. You just don't know it at the time." - Shelby Davis

The global stock market sell off continues. The US market (measured by the S&P 500) has entered a bear market (down more than 20%) and in Australia we're down 14%.

So what's an investor to do?

In this episode we share our answer to that question:

• What's happening in global markets
• The risk of selling once the market has crashed
• How we're approaching this buying opportunity

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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 | YouTube)
• 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.