While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally diversified.

We look under the hood of the index and see which notable companies are moving markets.

That's only the start of another big episode of Equity Mates:

• What is happening in the Australian housing market with Sam Gordon, founder of Australian Property Scout
• Then we look at the man labelled 'England's Warren Buffett' - what's in his portfolio?

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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

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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.

For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions.

Tune in to hear Ben and Adam chat about the following companies:

• GQG Partners (GQG)
• Catapult (CAT)
• Energy One (EOL)
• AIC Mines (A1M)
• Antipa Minerals (AZY)
• Megaport (MP1)
• Seek (SEK)
• Wisetech (WTC)
• Guzman y Gomez (GYG)

And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify).

• In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week.
• In their most recent episode they spoke about changes in interest rates, new housing policies, how recent political events are shaping markets, and a lucid dreaming device that claims to enhance productivity.

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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.

—------

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.

Since 17 December, America's big tech stocks have been falling. The Magnificent 7 index is down more than 10% in that time, putting it into correction territory.

On today's episode of Equity Mates, we talk about what has happened and which of these tech giants are starting to look cheap.

That's not all we're talking about in another big episode:

• What happened to ESG investing?
• What stocks are Australian politicians buying?

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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.

Today we speak to Sam Gordon, founder of Australian Property Scout, and host of two podcasts: Scouting Australia and The Top 1%.

While the popular narrative may be that Australian property only goes up, property moves in cycles and different parts of Australia move through the cycle at different times. Right now, Sydney is flat, Melbourne is falling, while Adelaide, Brisbane and Perth are enjoying double-digit growth. But what are the signs that these days of double-digit growth may be over - that is the question we put to Sam.

We then discuss Sam's experience renovating properties. The good, the bad, the ugly, we learn form Sam's experiences. What can you do yourself, where should you get professional help, and what offers the most bang for your buck? Tune in to find out.

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

If you want to learn more about Australian Property Scout, head to: https://australianpropertyscout.com.au/

—------

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

—------

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.

Once a year history's greatest investor writes a public letter to his shareholders. And while he may be 94 years old, he's showing no signs of slowing down.

In today's episode we review Warren Buffett's latest annual letter and share 6 of our biggest takeaways.

You can read the full letter here: https://www.berkshirehathaway.com/letters/2024ltr.pdf

That's not all we're talking about in another big episode:

• Luke Laretive returns for another Pimp my Portfolio
• The drama unfolding at WiseTech Global
• Australia's quantum computing breakthrough
• Microsoft's developed a new state of matter

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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.

Chris Bates, cofounder of Alcove, is the mortgage broker that helped both of us getting into our homes.

Today on the podcast, we speak to Chris about everything happening in the property market, including the age old question: should I save for property or invest in stocks?

If you would like to speak to Chris and his team, fill out the form on our website and we'll put you in touch.

—------

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.

The common lament you'll hear about is the Australian share market is “full of banks and miners”. And this reporting season has not been kind to those two industries.

Tune in to today's episode to hear what we've learned from reporting season, why Commonwealth Bank is bucking the trend and why banks & miners dragged the ASX 200 down 3% in a week.

That's not all we're talking about in another big episode:

• The stocks that give shareholders additional perks
• The 'valuation trap' we've learned to avoid
• Why we love investing
• Where did all the dividends go?

—------

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.

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/

—------

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.

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.