Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future.

In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them).

Tune in to hear us unpack the investment opportunities in:

• Rising healthcare spending
• Semiconductor demand
• Digital innovation in finance

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

If you want to learn more about Magellan and hear more from Elisa. head to: https://www.magellangroup.com.au/

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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.

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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 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.

Trump's tariffs have dominated the headlines this week. In today's episode of Equity Mates Investing we unpack what they might mean for Australian companies.

That's not all we chat about in another big episode of Equity Mates:

• Bryce has received a 51-page statement of advice
• The latest news on Aussie house prices - is it good news for buyers?
• Why Super Micro could be primed for a turnaround
• Some of the worst financial advice we've seen on social media

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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.

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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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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 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.

Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform.

But here's the thing - look back in previous years and this isn't the first time that prediction has been made.

So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com, about the possibilities in small caps in 2025.

In the second half of the episode, we also touch on Andrew's changing view on Bitcoin and how he fits it into his portfolio today.

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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?

• 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.

Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure.

That's not all we chat about in another big episode of Equity Mates:

• Answer a question on investing in cyclical stocks
• Explain the biggest risk when analysing cyclical stocks
• Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing

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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?

• 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.

In today's episode we catch up on our budgets and spending plans for the year ahead.

Tune in to hear us unpack:

• How we spent in 2024
• How much of our salaries were we able to save and invest
• Our financial goals for the year ahead
• Where we think we can improve our spending habits
• What our budgets are for 2025

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

If you want to check out PocketSmith for yourself and get 50% off your first two months of PocketSmith’s Foundation plan, head to: https://www.pocketsmith.com/equitymates/

—------

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.

—------

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.

Can Bryce 10-bag his money in one year? He reckons he can and we're going to follow his journey.

That's not all we chat about in another big episode of Equity Mates:

• We explain what has happened with DeepSeek and why it rattled Silicon Valley over the weekend
• The short-lived stock market panic and why Nvidia will be okay
• How we approach our satellite investing
• Our 4-step checklist for finding great long-term compounders
• How Bryce is going to approach his $500-to-$5,000 challenge

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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?

• 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.

Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers.

Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on:

• The most common client goals for 2025
• How we can all do a 'financial health check'
• Planning to buy property
• Managing retirement without owning a property
• When someone is advice ready
• And so much more!

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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?

• 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.

What a week in markets! With Trump getting elected and becoming the first memecoin billionaire President, there was a lot to talk about. But we go beyond the Trump of it all in another big episode of Equity Mates:

• Why Star Casino has flagged it may not be able to continue operating
• Westpac's dire prediction for iron ore in 2025
• Our core & satellite investing strategy and why it works
• A comparison of two of the most popular ETFs in Australia: VDHG and DHHF

—------

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?

• 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.