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Equity Mates Investing Podcast

Wall Street’s secret agent, talking super with your parents & Buy or Sell is back

4/12/202629 min

Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.

In this episode:

00:00 War, Markets & Big Stories

04:05 Bill Ackman’s Music Industry Bet

05:51 Wild Wall St Analyst Spy Mission

12:26 Community question: How to talk to parents about Super

19:06 Buy or Sell Is Returning

21:10 Buy or Sell: DroneShield

22:27 Buy or Sell: Guzman y Gomez

23:27 Buy or Sell: NextDC

24:39 Buy or Sell: Liberty Media

26:07 Buy or Sell: Dealer's Choice

Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

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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.

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Transcript preview

First 90 seconds

  1. Speaker 00:00

    [digital tone] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697. Today's episode is brought to you by Vanta.

  2. Bryce Leske· Host0:17

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  6. Bryce Leske· Host0:54

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  7. Speaker 01:01

    Today's episode is brought to you by Ausbil Investment Management Limited.

  8. Bryce Leske· Host1:05

    Ausbil have been in the game since 1997. That's nearly three decades of navigating Australian and global markets through bull runs, downturns, and everything in between. They're an award-winning fund manager with over $20 billion in assets under management, so safe to say they know a thing or two about investing.

  9. Speaker 01:21

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  10. Bryce Leske· Host1:29

    To find

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