Equity Mates Investing Podcast

In today’s episode Bryce & Alec are joined by Mark Lamonica from Morningstar. They discuss Mark's views on earnings season here on the ASX, and the similarities with the U.S. They look at the broader market and what Mark is seeing during this crazy start to 2022. Then they unpack a few individual companies that have recently been analysed by Morningstar, namely; Newscorp, Ansell and ARB Group. Mark finishes with a very bold and controversial prediction for 2022.

Here at Equity Mates, we wanna get better every year. So each year we have our Community Survey. It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey, you'll go in the draw to win $500 bucks! For terms and conditions click here

Order Get Started Investing on Booktopia or Amazon now.

Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.

Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast or video.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Equity Mates is part of the Acast Creator Network.

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

In this episode Bryce & Alec ask the question ... Is this the demise of the unprofitable meme/story stocks? Tesla, Rivian, Virgin Galactic, AMC, GameStop, Robinhood ... they're all off their 2021 highs.

The lads discuss why some companies are reporting well, but missing analyst expectations and are getting pumped. Why are some companies beating expectations and continuing to do well?

Is this a Dead-Cat-Bounce? Are we seeing what the PermaBears are calling a "Superbubble Crash"?

So many questions ... so many answers covered in this episode.

Here at Equity Mates, we wanna get better every year. So each year we have our Community Survey. It's a way for us to better understand who you are, and what content you'd like us to create more of across all our podcast channels to help you on your investing journey. It takes about 15 minutes to complete, and as an incentive for completing the Community Survey, you'll go in the draw to win $500 bucks! For terms and conditions click here

Order Get Started Investing on Booktopia or Amazon now.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast or video.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Equity Mates is part of the Acast Creator Network.

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

A bubble has burst, has anyone noticed? Bryce and Alec talk through the current manscape ... sorry, that should be 'landscape'.

From unprofitable tech stocks ... to inflation concerns ... to Web3 and joining a DAO ... to SPACs that focus below a mans belt.

It wouldn't be a chat with the boys without them mentioning "Crypto", and Alec has an interesting theory on the scene of Crypto at the moment.

The inaugural Equity Mates Awards are coming. In this episode Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Entries close next week.

Also, Equity Mates want to help your team kick some goals! We'd love to sponsor your team by covering your registration cost, and providing you with team uniforms. 5 teams from across Australia will be chosen. Click here to enter.

This year’s Sohn Hearts & Minds Investment Leaders Conference has 12 local and international fund managers pitching their highest conviction stocks.

Tickets are $500 but Equity Mates have 50 tickets at 20% off. Click here and enter the discount code: equitymates

Order Get Started Investing on Booktopia or Amazon now. Visit this page if you love everything Equity Mates and want to support our work.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast or video.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Equity Mates is part of the Acast Creator Network.

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

We are back for 2022! And one of us has a very special announcement... We kick off the year with our traditional episode - sharing our bold predictions for the year ahead. The team are talking Tesla, big mergers and acquisitions, the AFL season, and everything in between. No one is outside the firing line.

Order Get Started Investing on Booktopia or Amazon now.

If you want to let Alec or Bryce know what you think of an episode, contact them here.

Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.

Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.

Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast or video.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Equity Mates is part of the Acast Creator Network.

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

Nick Griffin is the founding partner & Chief Investment Officer at Munro Partners. James Tsinidis is a partner & Portfolio Manager at Munro Partners.

Together they are here to talk about the investment case for climate.

Munro has built a reputation for investing on the forefront of big technological changes.

In 2021, global investment in the transition to low-carbon energy broke $500 billion and was more than twice the 2010 total. Between now and 2050, Munro expects over $30 trillion in investment. Is this just a ‘rising tide lifts all boats’ scenario? The boys at Munro think 'not'.

Order Get Started Investing on Booktopia or Amazon now.

If you want to let Alec or Bryce know what you think of an episode, contact them here.

Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.

Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.

Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.

*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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 Podcast is a product of Equity Mates Media.

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.

The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.

Do not take financial advice from a podcast or video.

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.

Equity Mates is part of the Acast Creator Network.

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