Today we speak to Mark Fischer, cofounder and Global Head of Real Estate at Qualitas (ASX: QAL).

Qualitas sits at the intersection of two of the hottest asset classes at the moment: Aussie real estate and private credit.

As a lender for a lot of large real estate projects, Mark has his finger on the pulse of where both of these asset classes are going. As he told us, he could measure the hype around private credit just by the number of functions he was getting invited to speak at. Given the excitement around private credit in 2025, we're surprised he could fit us in his schedule.

In today's conversation we pick Mark's brains on:

• The state of real estate lending in 2025
• How the private credit boom is affecting his opportunity set
• The contradiction inherit in housing, and why the Aussie housing market may get worse before it gets better

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

If you want to learn more about Qualitas and the funds they offer, head to: https://www.qualitas.com.au/

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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.

This is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity and issuer of units in the Qualitas Real Estate Income Fund. Prior to making a decision about whether to acquire, hold or dispose of units in the Fund you should consider the Product Disclosure Statement (PDS) and target market determination (TMD) for the Fund to see if its right for you. The Fund’s PDS and TMD is available at www.qualitas.com.au/qri.

Hosted on Acast. See acast.com/privacy for more information.

There's a huge number of AI tools emerging and we're testing them to see if they can help with different aspects of investing. From filtering, researching, and valuing opportunities to constructing a portfolio and monitoring positions - the impact of AI on investing is going to be profound.

This year, we want to trial as many platforms as possible and share how we think about incorporating them into our process.

In today's episode we trial Google's Notebook LM. Check out Ren's notes.

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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.

Luke Laretive from Seneca Financial Solutions joins us to talk about what he's been buying and selling.

Tune in as we chat about a massive number of companies including:

• De Grey Mining
• Ampol
• Breville Group
• IDP Education
• Antipa
• Wildcat Resources
• Sun Silver
• GQG Partners
• Web Group and Web Travel Group

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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

—------

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.

Call the fight, it is over: Netflix has won the streaming wars.

Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over.

That's not all we cover in another big episode:

• Luke Laretive returns for another Pimp my Portfolio
• We debate Novo Nordisk v Eli Lilly - which would we buy?
• The latest data shows Australian offices aren't recovering
• Does Philly's Superbowl win spell danger for the markets?

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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.

Crypto is back in the headlines as Bitcoin nears all-time highs once again. But we don't want to just focus on the price, we want to better understand the emerging technology stories and use cases.

Whenever we want to understand the world of crypto, we turn to the team at the Crypto Curious Podcast (Apple | Spotify). Blake Cassidy is a co-host of Crypto Curious and the CEO of cryptocurrency microinvesting app Bamboo.

In today's conversation we pick Blake's brains on:

• What has changed in the space since the last crypto boom of 2021
• How this boom is similar and different to 2021
• Emerging use cases that may cut over to the mainstream
• How Blake personally invests in crypto

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

If you want to learn more about Bamboo and the power of dollar-cost averaging, head to: https://www.getbamboo.io/

—------

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.

Bryce has set himself the challenge to turn $500 into $5,000. Tune in today to hear how he's going.

Then we unpack how we would fit gold into a portfolio (and how it has ripped over the past 20 years) and chat about some of the fastest moving stocks for 2025.

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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.

—------

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.

Buy or Sell with Adam Keily is back for 2025!

In our first episode, Adam is joined by Adam Dawes, Senior Investment Adviser at Shaw & Partners.

Tune in to hear Adam's take on the following companies:

• IFL
• PLS
• BWP
• AMC
• EIQ
• XRO
• JBH
• RMD
• EVN
• ALL

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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.

—------

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.

There's a lot happening in markets, so today we're taking a deep breath and reminding ourselves of the long-term opportunity when it comes to investing.

We'll be covering:

• How the US market has gone despite all of the political noise
• The impact DeepSeek has had on AI stocks
• Where Michael Burry and Bill Ackman see opportunity
• The best entrepreneur you've never heard of and the listed company he runs

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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.

—------

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.

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.

—------

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.

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.

—------

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.

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.