Between 1950 and 2009, 78% of companies listed on the US stock market went bankrupt. That was a finding from Geoffrey West in his book Scale.

Makes the stock market seem pretty risky right?

In that time, the US stock market grew 23,249%. Or, put another way, each $100 invested in 1950 turned into more than $200k. In this episode we share how you can reconcile those two numbers and ultimately why companies may die but indexes are forever.

Here's what else we cover in today's episode:

• How indexes have changed over time
• Adam Dawes returns for another Pimp my Portfolio
• The challenge of ETF overlap: what is it, when is it okay and how can you measure it?

Resources discussed: 

• Examine ETF overlap with ETF Tracker
• Pick up our book Don't Stress, Just Invest
• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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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.

Private Equity has been an incredible asset class over the past couple of decades. Unfortunately, for too many Australians it has been hard to access as well.

Today we speak to Cameron Blanks from Australasia's largest private equity player, Pacific Equity Partners, about the success of the asset class and hear about how they are trying to make it that little bit more accessible.

In today’s episode we cover: 

• Why private markets have outperformed public markets
• An example of how Pacific Equity Partners invest and then manage portfolio companies
• Where Pacific Equity Partners see opportunity today
• How Pacific Equity Partners are working to make the asset class more accessible with their PEP Gateway fund

Want to ask a question or join us on the podcast, hit us up via our website. 

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Thank you to Pacific Equity Partners for sponsoring this episode. 

You can find out more about their range of funds, including the PEP Gateway fund on their website.

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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.

In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity.

We haven't heard anything about the sports betting industry for a while, so we thought we'd check in and see how the industry has developed.

In today's episode we cover:

• What has happened in the 5 years since legalisation
• Which Australian companies have attempted to enter the US market
• How Australia's sports betting market compares to the US
• How you can invest in this industry

Resources discussed: 

• Goldman Sachs industry insight into sports betting
• The Dive episode on sports betting in Australia
• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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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.

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment.

In this episode, we cover:

• Where to next for interest rates
• Why Roger believes now is the time to deploy cash
• Roger's investment philosophy and stock picking process
• 5 stocks ASX Roger likes
• How Roger is approaching investing in cryptocurrency

Resources discussed:

• Montgomery Investment Management website: www.montinvest.com   
• Roger's best-selling investment book Value.able: Value.able by Roger Montgomery
• Montgomery Small Companies Fund: Montgomery Small Companies Fund

Want to ask a question or join us on the podcast, hit us up via our website. 

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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.

A huge moment for us here at Equity Mates - we're celebrating 1,000 episodes of Equity Mates Investing and Get Started Investing.

In this episode we take a moment and reflect on the past 7 years. We discuss how we started, the milestones along the way and get into the business behind the podcasts.

Reaching 1,000 episodes would not have been possible without the incredible community we've built along the way. So however you engage with Equity Mates, we want to say a massive thank you for joining us on the journey. We're passionate about financial literacy and believe that what we've learned over the years are critical life skills for all people. We hope our podcasts have helped you build your skills and take the next steps on your financial journeys.

Here's to the next 1,000 episodes!

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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.

Uncovered is our opportunity to discover companies that don't recieve as much analyst or media attention. Today, we're speaking to the CEO of Hazer Group, Glenn Corrie.

Hazer Group is working to commercialise technology developed at the University of Western Australia, that takes natural gas or waste methane and separates it into hydrogen and graphite.

Today, the global market for hydrogen is valued at over $150 billion and it is only expected to grow as an important fuel in the world's energy transition. Hear how Hazer Group are trying to scale their technology and play their role in the world's decarbonisation push.

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Thank you to Hazer Group for sponsoring this episode.

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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.

Pimp my Portfolio has fast become one of our favourite segments here at Equity Mates. In this episodes, Grant has submitted his portfolio to be reviewed by Adam Dawes of Shaw & Partners.

Hear what Adam thinks of Grant's portfolio and how he can take it to the next level.

Here's what else we cover in today's episode:

• Channel 10 may be getting a new owner, we look at the potential acquisition of Paramount Global
• Paramount's potential buyer - Skydance Media - sparks a conversation about the children of billionaires
• Adam Dawes reviews Grant's portfolio
• We react to some of TikTok's worst financial advice

Resources discussed: 

• Want to speak to Adam? Fill out the form on our website
• Have a question? Ask via our website and we'll answer it on the podcast
• Join the conversation in the Facebook Discussion Group

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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.

In this recording of our Sydney live show, we opened up our Ask an Advisor format and gave you the chance to ask your most pressing financial questions.

Answering your questions was Glen Hare, co-founder of Fox & Hare Financial Advice.

In this conversation we cover:

• The most common mistakes Glen sees
• How to assess your financial health at any age
• Strategies to build passive income
• Setting your retirement goal and FIRE number
• How much we should be investing while young
• Balancing investing inside of superannuation and outside of it
• What is the 'right' level of insurance for your age
• Considerations for buying and paying off your first home

Resources discussed: 

• Looking to speak to Glen or an advisor at Fox & Hare? Fill out this form and ask for Glen
• Want to ask a question or join us on the podcast, hit us up via our website. 

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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 United States has the Dividend Aristocrats - a group of companies in the S&P 500 that have raised their dividend for 25 years or more. But we don't have an equivalent here in Australia - until now.

We've done the work and created our own group: Australia's Dividend Darlings.

Tune in to hear what criteria we used and which companies made the cut. More importantly, hear how the Dividend Darlings have performed against the overall Australian share market over the past 10 years.

Here's what else we cover in today's episode:

• A look at the earning power of YouTube and Instagram - which one would you rather?
• Discuss the latest inflation data out of the US - 3.5% up from 3.2% - and what comes next
• Answer a question on our favourite sources of information

Resources discussed: 

• Explainer on the US Dividend Aristocrats
• Screen stocks and look up company data with TIKR
• Track your investments and backtest strategies with Sharesight
• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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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 old stock market adage tell us that 'Australia is a land of banks and miners'. But beyond the big 3 miners, there are plenty of interesting companies in the resources sector.

In this interview with Airlie's Joe Wright we get the low down on how we analyses resources businesses.

In today’s episode we cover: 

• Airlie Funds Management's 4 step process to analyse any company
• How to decide to invest in the commodity itself or the commodity producer
• The hallmarks of a good company in the resources sector.
• A company that Airlie particularly likes as a 'picks and shovels' play to the resources sector

Want to ask a question or join us on the podcast, hit us up via our website. 

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Thank you to Airlie Funds Management for sponsoring this episode. 

You can find out more about their range of funds, including the ASX-listed Airlie Australian Share Fund (ASX: AASF), on their website

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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.

In the past 5 years the market for music royalties has exploded. Some of the biggest artists from Bruce Springsteen to the Red Hot Chili Peppers, Justin Bieber to KISS have sold the rights to their music for hundreds of millions of dollars.

This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode.

Here's what else we cover:

• An update from small cap manager Fairlight
• We continue our quest for an acronym for the Australian market
• The invest case for and against music royalties
• Other investments with royalty payments that we prefer
• Pimp my Portfolio with Luke Laretive returns
• We hear from some of TikTok's worst investors

Resources discussed: 

• Want to speak to Luke? Fill out this form on our website
• Have a question? Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group

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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.