Meta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio
The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in".Tune in to today's episode to find out which bank and why they think it is so certain. That's not all we unpack in another big episode of Equity Mates:Earnings season continues in the US and Big Tech is delivering Meta beat analyst estimates but there's one number we think they're fudging The latest news on Australian inflation Matt Ingram returns for the latest edition of Pimp my Portfolio Want to speak to Matt or another 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 —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)And if you're a financial professional, make sure you're subscribed to the Basis Points email.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
--------
33:54
How this investor stays focused when markets go wild - Will Granger | Airlie Funds Management
There's opportunity in Aussie smalls. That is the message from today's guest. Will Granger is the Portfolio Manager of the Airlie Small Companies Fund. In today's interview we unpack:Will's investment process and how he separates signal from noiseWhat he thinks will matter long-term from this moment Why he's loving the opportunity set in Aussie small caps at the moment Two stocks that he owns in the fund: GenTrack and Nick Scali —------Thank you to Airlie Funds Management for sponsoring this episode and helping us keep all of our content free. If you would like to find out more about Will's Small Companies Fund, check out their website. —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
--------
40:08
So much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk
It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called it a "bloodbath" and investors panicked. One month on, and things don't look too bad. The Aussie stock market is actually up. We unpack what we've learned in another big episode of Equity Mates . A look around the world at how stock markets have performed Alphabet's first quarter results shot the lights out We debate YouTube v Netflix Bryce discusses a new addition to his portfolio: TransMedics GroupWe introduce a new segment: the Unhelpful DeskWant to speak to Matt or another 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 —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
--------
38:21
Ask An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green
The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax. Today, we're sharing two tax minimisation strategies that the wealthy use to boost their retirement savings.To take us through them we're joined by Dylan Pargiter-Green, financial adviser and Director at Bold Wealth.Even if you're far away from retirement, they're good to know. (And maybe something to share with your parents!)Want more?Read the Mr Equity retirement case study that Dylan prepared hereWant to speak to Dylan or another 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 —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
--------
34:40
Tesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram
Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch!Yet, despite those numbers, the stock was up 5%. What is going on here? We unpack it all in another big episode of Equity Mates. Why US stocks, bonds and currency are all falling The debate around Australian nuclear energy continues We review some of the worst business advice on TikTokPimp my Portfolio returns with Matt Ingram from NorthhavenWant to speak to Matt or another 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 —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
Brasil