Rikki Bannan is the Executive Director, Small Caps at IFM Investors.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Rikki, we're unpacking:

• The investing opportunities Rikki is exploring today
• 3 key lessons from her career that have stuck with Rikki
• How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)
• How these biotech names can fit in a diversified portfolio
• What Rikki wishes she could teach every young investor

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

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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.

Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Ben, we're unpacking:

• Ben's start in the funds management industry
• Why Ben thinks investors should pay attention to the smaller end of the market
• How Ben is teaching his kids to invest
• Key characteristics of his successful investments over the years
• How Ben would set up a retail investors portfolio for the next 30 years

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience. 

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

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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.

Peter Nevill is a former Australian test cricketer and financial adviser at Viola Private Wealth.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Peter, we're unpacking:

• Peter's transition from professional cricket to financial advice
• How Peter is helping clients manage the opportunity of this moment while managing the volatility and risk
• What makes a good fund manager across different philosophies and asset classes
• Some of the biggest money challenges Peter sees with his clients
• How Peter is setting up client portfolios for the next 30 years

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

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.

Nick Griffin is the Founding Partner & Chief Investment Officer of Munro Partners.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Nick, we're unpacking:

• What Nick is working on today and why Nvidia may have more growth left in 2025
• How Nick got started in funds management
• Lessons learned while investing in growth stocks
• How Nick would set up a portfolio if he was starting again today
• What interesting stocks Nick's keeping an eye on today

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Managing over $2.5 billion in assets, Viola Private Wealth specialises in clear, empowering wealth solutions. Whether you're preserving wealth or planning intergenerational transfers, their boutique approach ensures personalised attention for every client.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

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.

We're here for our final regularly scheduled episode of 2024. As is traditional, we are closing out the year with a review of our 2024 bold predictions, our stock of the year picks and a review of how our portfolios moved in 2024.

Here's what we cover on another big episode of Equity Mates:

• How global markets moved and which stock markets were the top performers
• A review of our bold predictions from the start of the year
• Who won our annual stock of the year competition?
• A preview of our upcoming 12-episode Summer Series

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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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Interested in speaking to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

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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.

Andrew Brown is Executive Director of East 72 Holdings.

Every year we book-end the year with Andrew's bold predictions. As we get to the end of 2024, Andrew joined us in the studio to review the 15 predictions he made at the start of the year. Tune in to hear how he went.

We review the year that was and unpack:

• The macro: inflation, interest rates and where to next
• Investment opportunities: Gold, oil, stock market indexes and what is looking overvalued?
• The people: Donald Trump, Elon Musk and so much more
• The big themes: The business of sport, the decline of traditional media and artificial intelligence

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Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

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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.

Two years ago, Apple was the most profitable of the Big 6 tech companies (Apple, Microsoft, Nvidia, Alphabet, Amazon & Meta). Two years later, it is the least.

We take a look at the shifting fortunes of the world's largest companies and reflect on what it could mean for investors.

If you want to see the research that sparked this conversation: check it out on our Instagram.

Here's what else we cover on another big episode of Equity Mates:

• We unpack the government's Help to Buy housing policy
• Is it a good idea to buy a house with a 2% deposit?
• Adam Dawes returns for another Pimp my Portfolio

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Interested in Adam's portfolio health check? Fill out the form on our website and we'll put you in touch.

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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.

Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management

Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams.

Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going:

• Where Trump will have the biggest impact on markets
• How inflation and interest rates will impact the US and Australia from here
• The best performing stock markets for the next 15 years
• How AI will impact the economy
• Where retail investors should be investing

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Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free.

Find out more about JGLO on their website and check out the full range of Active ETFs.

—------

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's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio.

So now he's wondering what he should do: rebalance, let his winners run, double-down?

To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth.

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

• More good news for Nvidia with its Blackwell chip selling out
• But there is a risk in their customer concentration
• The number of Australians behind on their mortgage has doubled since 2016
• Why the stock market is history's greatest wealth creator

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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 to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.

—------

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.

Luke Laretive is a financial adviser and founder of Seneca Financial Solutions.

In today's episode we unpack:

• Luke's biggest learnings from the first anniversary of his small caps fund
• Recent takeaways from a mining trip to WA
• What Luke thinks larger financial institutions often get wrong
• Luke's 3 highest conviction stock picks

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Want more from Luke?

• Want to speak to Luke or another of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.
• Check out Luke's Good Research platform and use the code 'mates' for 10% off your subscription

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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.