Equity Mates Investing Podcast
Alle afleveringen
1.225 afleveringen, van nieuw naar oud
-
Property after the budget: is the investment case changing with Chris Bates & Scott Aggett | FinFest 2026
5 november 2026 · 32 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
This session is Property Investing Dead Post-Budget? with Chris Bates, founder of mortgage advisory Alcove, and Scott Aggett, founder of Green Shoots Property, who has more than 30 years in the industry. The Budget has a lot of people asking whether property still stacks up, and Chris and Scott share where they think it stands.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Ausbil.
Chapters:
00:00 Introduction
01:34 Is Property Investing Dead?
03:05 The Old Model’s Challenges
05:25 Capital Growth And Market Fear
07:46 Property Advice And Regulation
09:34 How To Vet Property Advice
11:56 Buyer Agents’ New Pitches
14:22 A Blueprint For Better Investing
16:27 The Risks Of Buying New
19:17 Interest Rates, Tax And Selling
22:48 Renting Versus Owning
23:32 The Property Market In 2036
28:55 Audience Q&A
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good …
-
Beyond Bitcoin: how crypto is changing finance with Adam Judd | FinFest 2026
5 november 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Today we’re sharing Crypto’s Next Evolution: How Traditional Finance and Digital Assets Are Converging with Adam Judd, Chief Operating Officer of Coinbase Australia. Traditional finance and crypto used to sit in separate worlds, and Adam explains why that line is blurring fast.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Coinbase.
In this episode:
00:00 Welcome to FinFest Week: The Future of Crypto
01:37 Adam Judd: Rethinking the Financial System
05:11 Bitcoin & How Digital Assets are Changing Finance
07:02 Stablecoins & Tokenisation: Making payments + Investing Faster
11:09 How Crypto & Traditional Finance are Coming Together
15:07 Why Regulation & Trust Matter for Crypto Investors
18:03 Staking + Lending: Can you Earn Income from Your Crypto?
21:54 Crypto Derivatives, SMSFs & What Tokenised Ownership Really Means
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research r…
-
Alternatives: The investments you've never considered with Dania Zinurova | FinFest 2026
4 november 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Next up, Alternatives: The Investments You’ve Never Considered with Dania Zinurova, Investment Committee member at WAM Alternative Assets Limited (ASX: WMA), who has spent more than 20 years investing in private markets around the world. Beyond shares and property there’s a whole world of investments like infrastructure, private equity and private debt, and Dania explains how they work.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life Solutions.
In this episode:
00:00 Investments You've Never Considered
01:55 Meet Dania Zinurova & the World of Alternative Assets
03:20 Listed Investment Companies: Buying Assets at a Discount
08:40 Why Private Markets Offer Opportunities Beyond the ASX
10:18 Understanding Volatility & the Risks of Unlisted Investments
12:58 Private Equity and Infrastructure: From Betty's Burgers to Airports
15:14 Water Rights: Investing in Australia's Scarcest Resource
18:59 Diversification, Long-term Trends & How Private Investments Create Value
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for …
-
The company built to compound for decades with Todd Barlow | FinFest 2026
4 november 2026 · 26 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Next up is The Company Built to Compound for Decades with Todd Barlow, CEO and Managing Director of Soul Patts since 2015. Some companies keep compounding for generations, and Bryce & Ren wanted to know what it takes to build one that lasts.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Soul Patts.
00:00:00 How Soul Patts Has Compounded Wealth For Over 120 Years
00:02:11 What Makes Soul Patts Different From Other Funds?
00:04:42 The Secret Behind 28 Years Of Dividend Growth
00:07:05 How Soul Patts Keeps Beating The Market
00:09:18 Why Todd Is Sitting On $3 Billion In Cash
00:11:29 The Advantage Of Investing Without Fear
00:13:48 The Rules Behind A Portfolio Built To Last
00:15:58 Where Soul Patts Is Investing Its Money Now
00:17:34 How Todd Is Investing In The AI Boom
00:20:17 The Biggest Investing Mistakes To Avoid
00:22:20 The Book That Shaped Todd's Investing Philosophy
00:23:42 Charlie Munger's Advice For Long-Term Investors
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Downl…
-
The passive income playbook with Owen Rask | FinFest 2026
3 november 2026 · 32 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the week we're releasing 10 of our favourite sessions, recorded live at FinFest, Australia's largest finance festival. Lees meer
For our fifth episode, we're talking all things passive income with Owen Rask, founder of Rask & host of the Australian Finance Podcast. From growing your salary and building better savings habits to debt recycling, dividend ETFs and planning for retirement, Owen shares his playbook for building wealth that eventually pays you back. Plus, why chasing dividends isn't always the answer, how to make the most of your property equity, and when to shift from growing your portfolio to living off it.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November. Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life Solutions.
00:00 Owen Rask's Passive Income Playbook
01:27 Why building passive income is like rolling a snowball
05:07 Grow your salary, boost your savings & build better money habits
11:11 Debt recycling: Turning property equity into income-producing investments
15:17 The $100k portfolio milestone & the power of compounding
18:56 Moving from wealth accumulation to retirement income
21:47 Gold, geared ETFs & choosing the right income investments
23:20 Q&A: Portfolio transitions, factor ETFs & CGT
Stocks & ETFs Mentioned: Vanguard Australian Shares High Yield ETF (ASX: VHY), Betashares S&P Australian Shares High Yield ETF (ASX: HYLD), Global X S&P/ASX 200 High Dividend ETF (ASX: ZYAU), iShares S&P 500 AUD ETF (ASX: IVV), Vanguard MSCI Index International Shares ETF (ASX: VGS), Vanguard Australian Shares Index ETF (ASX: VAS), Betashares Australia 200 ETF (ASX: A200), iShares Core S&P/Asx 200 ETF (ASX: IOZ), Vanguard Diversified High Growth Index ETF (ASX: VDHG), VanEck Australian Equal Weig…
-
Finding income in today's market with Michael Price | FinFest 2026
3 november 2026 · 29 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Our next session is Where Can Investors Still Find Income? with Michael Price, who manages the Ausbil Active Dividend Income Fund and has more than 35 years’ experience in markets. With rates on the move, reliable income is harder to find than it looks, so Ally Selby, host of Basis Points, asked Michael where investors are still finding it.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Ausbil.
00:00:00 Can Dividends Beat A High Interest Savings Account?
00:01:46 Why Shares Can Deliver Better Long-Term Income
00:04:08 How To Get More Income Without Sacrificing Growth
00:06:34 The Risks Of Chasing Dividend Income
00:08:31 How Tax Changes Could Impact Dividend Investors
00:10:24 Franking Credits Explained Simply
00:12:32 Why Banks And Miners Are Risky For Income
00:14:14 Where To Find Growing Dividends
00:15:04 Why Qantas Could Be A Dividend Winner
00:17:30 Why Australian Banks Could Be In Trouble
00:18:50 The Hidden Danger Of High Dividend Yields
00:21:56 How To Spot A Sustainable Dividend
00:23:44 The Biggest Mistakes Income Investors Make
00:24:35 How To Replace Your Salary With Dividends
00:27:22 How Much Do You Need To Live Off Dividends?
———
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.
———
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 | Sp…
-
Three portfolios for different stages of life with Effie Zahos & Ron Hodge | FinFest 2026
2 november 2026 · 30 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Today we’re sharing Build Me a Portfolio with Effie Zahos, Money Editor at 9News, and Ron Hodge, founder and CEO of InvestSMART. If you were starting from scratch, what would actually go in your portfolio, and why? Effie and Ron share how they’d build one.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life.
Chapters:
00:00 Finfest Welcome
01:34 Building Three Portfolios
04:33 Starting With ETFs
06:09 ETF Overlap and Diversification
08:29 Core and Satellite Investing
11:08 Fees and Regular Investing
14:17 Investing While Saving for Property
18:05 Portfolio Choices and Rebalancing
20:42 Managing Market Fear
23:28 Investing With a Mortgage
27:03 Portfolio Lessons and Wrap-Up
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purpos…
-
The case for backing Australia with Alex Vynokur | FinFest 2026
2 november 2026 · 27 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
In Australia’s Next Decade Bryce and Alec sat down with Alex Vynokur, Betashares CEO, to discuss the opportunities and challenges facing Australia, how technology could reshape investing, and the principles investors can use to build wealth over time.
In this episode:
00:00 Australia's Next Decade: Can We Build A Better Future?
02:10 From Immigrant To Betashares Founder
05:13 The Biggest Challenges Of Building Betashares
08:36 Where Alex Would Start A Business Today
11:30 How AI Could Transform Your Financial Future
13:33 Why Australia Needs To Think Bigger
17:38 What Alex Would Change As Prime Minister
19:45 The Next Big Opportunities In AI
21:52 Investing Versus Entrepreneurship: What It Takes To Succeed
23:27 The Simple Rules For Building Long-Term Wealth
25:30 Why Emotions Are Your Biggest Investing Risk
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Betashares.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock che…
-
Companies behaving badly with Joe Aston | FinFest 2026
1 november 2026 · 27 min
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival. Lees meer
Our first session is Companies Behaving Badly with Joe Aston, founder of Rampart, and author of AFR’s Rear Window column for 12 years. Bryce & Ren sat down with Joe to hear the stories behind some of Australia’s biggest corporate dramas, and what investors can learn from them.
Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our FinFest Youtube channel by 30 November.
Want to be there next year? Join the FinFest 2027 waitlist here.
A big thank you to all of our FinFest partners, including this session’s stage sponsor, Betashares.
00:00 Welcome to FinFest Week 2026
03:39 Meet Joe Aston: The journalist Australian CEOs fear
06:31 Firmus: What went wrong with the IPO?
08:33 NextDC: Red flags in Australia's data centre boom
10:28 QANTAS, Alan Joyce and the turnaround
14:58 The psychology of power: Why CEOs lose touch with reality
17:52 The rise of independent media and Joe's move to Rampart
21:10 How investors can spot red flags in CEOs and companies
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesigh…
-
What's keeping stock markets high & is a crash likely with Seb Mullins
29 oktober 2026 · 47 min
Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking increasingly expensive. So where are the opportunities for investors? Bryce & Ren are joined by Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia and Portfolio Manager of the Schroder Real Return Active ETF (ASX: GROW), to make sense of it all. From the Iran conflict and oil prices to the trillion-dollar AI investment boom, Seb explains why volatility is creating winners and losers across shares, bonds and credit. Lees meer
In this episode:
00:00 Why Traditional Diversification Needs a Rethink
02:08 Inflation, Geopolitics & the New Investing Environment
07:39 Sticky Inflation & Where Interest Rates Go Next
15:55 AI's Trillion-Dollar Boom: Opportunity or Bubble?
20:59 Bonds Are Back, but Where Are the Opportunities?
23:40 The Hidden Weakness Beneath US Share Markets
34:33 Crash Indicators, Global Risks & Australia's Outlook
42:14 Beyond Shares + Bonds: Building a Resilient Portfolio
Stocks & ETFs mentioned: Schroder Real Return Active ETF (ASX: GROW), S&P 500 Index (INDEX: SPX), Commonwealth Bank of Australia (ASX: CBA), Intel (NASDAQ: INTC), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), CoreWeave (NASDAQ: CRWV), McDonald's (NYSE: MCD)
Check out the Schroder Real Return Active ETF (ASX: GROW) here
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
…
-
Bill Ackman on building the next Berkshire, AI & his next 10-bagger
28 oktober 2026 · 1 uur 11 min
Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s most famous battles. In New York, Bryce & Ren sit down with the billionaire investor to get his take on whether AI is a bubble, why he sold Alphabet and bought back into Netflix, and his plan to turn Howard Hughes into a modern-day Berkshire Hathaway. Plus, a surprising story about Warren Buffett, and Bill gives his verdict on Bryce & Ren’s own portfolios. Lees meer
In this episode:
00:00 Bill Ackman's Biggest Wins, Losses And Lessons
07:15 Inside The Pershing Square Empire
09:42 Is AI The Biggest Investment Opportunity Or A Bubble?
11:03 Could AI Become A Threat To Humanity?
14:31 Why Bill Is Bullish On Big Tech's AI Spending
16:42 Interest Rates, Inflation And The Fed's Next Move
21:39 Where Bill Sees Opportunities And Hidden Risks
24:40 The Investment Philosophy Behind His Billions
28:09 Why Bill Ackman Is No Longer An Activist Investor
30:02 What Makes A Business Almost Impossible To Disrupt?
32:02 Why He Only Owns A Handful Of Stocks
35:32 Why Bill Sold Netflix And Then Bought It Back
38:19 Why He Sold Alphabet But Still Owns Big Tech
41:08 How Bill Judges CEOs And Uses AI To Research Stocks
44:10 What Warren Buffett Taught Bill Ackman
47:31 The Secret Behind Berkshire Hathaway's Success
50:09 Building The Next Berkshire With Howard Hughes
55:36 Why Insurance Is The Key To His Next Big Bet
59:24 Bill Ackman Reviews Our Stock Portfolios
01:05:37 Why Great Stocks Are Getting Cheaper
01:06:50 Bill's High-Conviction Bet On Fannie Mae And Freddie Mac
01:08:39 His Biggest Piece Of Advice For Everyday Investors
Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Berkshire Hathaway (NYSE: BRK.B), Canadian Pacific Kansas City (NYSE: CP), Herbalife (NYSE: HLF), Bausch Health (NYSE: BHC), Wells Fargo (NYSE: WFC), Blackstone (NY…
-
Searching for predictability in an unpredictable market with Warryn Robertson
26 oktober 2026 · 44 min
Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses? Lees meer
Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and why he's increasingly concerned about what's happening beneath the surface of the share market.
From data centres and mobile towers to Visa, lotteries and a surprisingly compelling tax business, Warryn unpacks where he's finding opportunities, why he thinks some popular investments don't stack up and how AI is changing the definition of a great business.
In this episode:
00:00 Finding Predictable Stocks
01:38 Warryn’s Investing Origins
04:35 Spotting Financial Red Flags
06:50 Why Infrastructure and Equities
11:22 Visa as a Franchise
13:18 Inflation and Infrastructure
15:45 Inside the Infrastructure Checklist
20:05 Satellite and Tower Assets
24:48 Five Sources of Franchise
29:57 Fund Performance and Positioning
36:01 AI and Business Predictability
38:31 H&R Block’s Hidden Strength
Stocks & ETFs mentioned: Visa (NYSE: V), SES (Euronext Paris: SESG), American Tower (NYSE: AMT), Crown Castle (NYSE: CCI), Cellnex Telecom (BME: CLNX), Anheuser-Busch InBev (EBR: ABI), Brightstar Lottery (NYSE: BRSL), La Française des Jeux (EPA: FDJ), PayPal (NASDAQ: PYPL), H&R Block (NYSE: HRB)
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download o…
-
Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings
25 oktober 2026 · 33 min
Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and potential final trades. Then Henry Jennings from Marcus Today joins for Pimp My Portfolio, helping a community member tackle ETF overlap, diversification and the art of keeping investing simple. Lees meer
In this episode:
00:00 NextDC crashes 42% as backlash grows
06:57 Breakthroughs, cybersecurity & the compute crunch
10:23 Tesla + SpaceX: Elon Musk's mega-merger plans
15:32 Community portfolio update: Are we beating the market?
17:09 The biggest winners & losers in our portfolio
19:49 October stock picks: What should we buy next?
23:44 Pimp My Portfolio with Henry Jennings
28:07 ETF overlap, diversification & DCA
Stocks & ETFs Mentioned: NextDC (ASX: NXT), Goodman Group (ASX: GMG), Tesla (NASDAQ: TSLA), SpaceX (NASDAQ: SPCX), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT), Betashares Diversified All Growth ETF (ASX: DHHF), PWR Holdings (ASX: PWH), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Telix Pharmaceuticals (ASX: TLX), Codan (ASX: CDA), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Catapult Group International (ASX: CAT), Motorcycle Holdings (ASX: MTO), SK Hynix (KRX: 000660), APA Group (ASX: APA), ResMed (ASX: RMD), Intuitive Surgical (NASDAQ: ISRG), HUB24 (ASX: HUB), Meta Platforms (NASDAQ: META), iShares S&P 500 ETF (ASX: IVV), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard FTSE Europe Shares ETF (ASX: VEQ), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Global Cybersecurity ETF (ASX: HACK), Global X Physical Gold Structured (ASX: GOLD), Global X Defence Tech ETF (AS…
-
Momentum, market concentration & two out-of-favour stocks with Matt Jones
22 oktober 2026 · 44 min
The S&P 500 keeps climbing, but what if your portfolio is taking on more risk than you realise? Bryce & Ren are joined by Matt Jones, Co-Portfolio Manager of the Fidelity Research Global Equities Fund, to unpack the momentum trade powering global markets and the hidden concentration risks lurking beneath the surface. From AI giants dominating index returns to the overlooked stocks Fidelity believes could be tomorrow’s winners, Matt explains how investors can look under the bonnet of their portfolios. Lees meer
In this episode:
00:00 Introducing Matt Jones
03:11 Momentum Investing Explained: How It Works & Why It Matters
05:49 The Hidden Concentration Risk in the S&P 500 & AI Trade
10:36 Active vs Passive: Are You Paying for an Index-Hugging Fund?
13:02 When Momentum Reverses & How Fidelity Spots Opportunities
19:11 NVIDIA, Microsoft & the Outlook for the AI Trade
24:02 How to Audit Your Portfolio for Hidden Concentration
27:02 Two Unloved Stocks Fidelity Likes
Stocks & ETFs Mentioned: NVIDIA (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Meta Platforms (NASDAQ: META), CoreWeave (NASDAQ: CRWV), Firmus, Amer Sports (NYSE: AS), Nike (NYSE: NKE), Lululemon Athletica (NASDAQ: LULU), LVMH (EPA: MC), Moncler (BIT: MONC), Scout24 (ETR: G24), REA Group (ASX: REA), CoStar Group (NASDAQ: CSGP), Domain Holdings Australia, Zillow Group (NASDAQ: Z), Salesforce (NYSE: CRM)
Case study referenced: When momentum becomes the market | Investment Insights | Fidelity Australia
Learn more about the Fidelity Research Global Equities Fund and Fidelity’s approach to systematic investing at fidelity.com.au
Investors should consider the PDS and TMD available at fidelity.com.au, and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited, ABN 33 148 059 009, AFSL 409 340.
———
Want to get involved in the podcast? Record a voice note or send us a messa…
-
Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash
21 oktober 2026 · 31 min
Elon Musk has unveiled a car that can fly (sort of). But is it enough to get Tesla investors excited? Bryce & Ren unpack the latest from Tesla & Neuralink, dive into TSMC's blockbuster earnings and ask whether cracks are starting to appear in the AI data centre boom. Plus, a listener wants to know how to protect their portfolio from the next market crash. Lees meer
In this episode:
00:00 Elon Musk's flying car
01:49 Tesla's Roadster review
07:48 Neuralink's breakthrough in restoring speech
11:11 TSMC earnings & the AI data centre debate
15:21 Why hyperscaler spending matters more than neocloud debt
17:36 How do you protect your portfolio from a crash?
18:42 Why timing the market doesn't work
24:24 Gold, diversification & preparing for the next downturn
Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), Apple (NASDAQ: AAPL), Ford (NYSE: F), Ferrari (NYSE: RACE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), CoreWeave (NASDAQ: CRWV), NVIDIA (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), IREN (NASDAQ: IREN), Nebius Group (NASDAQ: NBIS), Goldman Sachs (NYSE: GS)
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight…
-
Ask An Adviser: Where property is heading, debt recycling and the future of rentvesting with Pat Noll
19 oktober 2026 · 44 min
Property prices are slipping, borrowing power is shrinking and the rules of investing in Australian real estate are changing. So is now the time to buy, renovate or sit tight? Bryce & Ren are joined by Pat Noll, founder of Runestone Finance, to answer your biggest property questions. From the future of rentvesting and negative gearing to debt recycling, offset accounts and unlocking equity to buy shares, Pat breaks down the strategies that still stack up and the costly mistakes investors need to avoid. Lees meer
In this episode:
00:00 The Property Questions Investors Are Asking
01:43 Australian Property Prices, Interest Rates & When to Buy
05:47 Borrowing Capacity, Affordability & Changing Investor Strategies
12:14 Renovating, Negative Gearing & the Future of Rentvesting
15:41 Established Homes vs Off-the-Plan Property
18:34 Offset Accounts, Redraw, Loan Splits & Unlocking Equity
28:13 Debt Recycling & Borrowing to Invest in Shares
34:52 Managing Mortgage Stress, Refinancing & Fixed Rates
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general ad…
-
Dating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask
18 oktober 2026
Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin. Lees meer
In this episode:
00:00 Are Dating Apps Dead? Bumble's $1.3 Billion Sale
06:47 AI Data Centre Contagion & Rising Debt Risks
11:13 Is the AI Boom Repeating the Dot-Com Bubble?
13:28 Community Question: When Should You Buy, Hold or Sell?
17:33 Eli Lilly Deep Dive: GLP-1 Dominance, Competition & Valuation
27:47 Pimp My Portfolio with Owen Rask
31:36 Resources: How Much Exposure Is Too Much?
37:05 Simplicity Versus Complexity: Who will Outperform?
Stocks & ETFs Mentioned: Bumble (NASDAQ: BMBL), Match Group (NASDAQ: MTCH), Grindr (NYSE: GRND), Firmus, AirTrunk, CoreWeave (NASDAQ: CRWV), Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), CXMT, Anthropic, OpenAI, Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Merck & Co. (NYSE: MRK), Mounjaro, Ozempic, CagriSema, tirzepatide, retatrutide, Keytruda, Stellar Resources (ASX: SRZ), Interactive Brokers (NASDAQ: IBKR), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares NASDAQ 100 ETF (ASX: NDQ), iShares S&P 500 ETF (ASX: IVV), Betashares Geared Australian Shares Fund (ASX: G200), Global X Physical Gold ETF (ASX: GOLD), Betashares Australian Resources Sector ETF (ASX: QRE), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Betashares Energy Transition Metals ETF (ASX: XMET), BHP Group (ASX: BHP)
———
Rich Girl Summer is just around the corner and to get you prepared, Equity Mates & Betashares are teaming up for an investin…
-
Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson
15 oktober 2026 · 31 min
Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and Ren to explain how currency hedging works, when hedged and unhedged ETFs outperform, and whether a 50/50 split could be the simplest way to manage currency risk. Lees meer
In this episode:
00:00 Currency Hedging Explained
04:09 Hedged vs Unhedged ETFs
07:19 Currency Risks and Returns
11:38 Blending Hedged and Unhedged
14:11 Hedging Different Assets
17:00 How Time Horizons Matter
20:11 Simplifying Your Strategy
22:04 Where Is the Aussie Dollar Headed
26:50 Long Term ETF Performance
29:16 Final Thoughts
ETFs Mentioned:
Betashares Japan ETF – Currency Hedged (ASX: HJPN), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Currency Hedged ETF (ASX: HGBL), Betashares Geared US Equity Currency Hedged Complex ETF (ASX: GGUS), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Diversified High Growth ETF (ASX: DVHG), Betashares Diversified Growth ETF (ASX: DVGR), Betashares Diversified Balanced ETF (ASX: DVBA)
——-
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expir…
-
Firmus IPO falls apart & the invisible crash behind Wall Street's record highs
14 oktober 2026 · 28 min
The S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500 stocks are trading at least 10% below their all-time highs, and some of America's biggest names have been smashed. Bryce & Ren unpack the invisible crash hiding behind the AI boom, explain why a handful of stocks drive most market returns, and explore Charlie Munger's 200-week moving average rule for finding opportunities. Plus, Australia's $44 billion Firmus IPO falls apart, Samsung's profits are exploding, and the boys share what they've learnt about the future of robotics from New York. Lees meer
In this episode:
00:00 The Invisible Crash Hiding Behind Record Market Highs
02:30 Firmus Pulls Its $44 Billion IPO: What Went Wrong?
07:30 Wall Street Hits New Highs & AI Earnings Accelerates
11:41 Why 85% of S&P 500 Stocks Are Down
15:42 Which 4% of Stocks Drive Long-Term Market Returns
18:20 Charlie Munger's Long Term Investing Rule
21:01 Netflix, Nike & Other Beaten-Down Stocks
24:30 The Mag Seven: Which Stocks Are a Buying Opp?
Stocks & ETFs Mentioned: Maas Group (ASX: MGH), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Argo Investments (ASX: ARG), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), The Trade Desk (NASDAQ: TTD), AppLovin (NASDAQ: APP), Fair Isaac Corporation (NYSE: FICO), CoStar Group (NASDAQ: CSGP), Lululemon Athletica (NASDAQ: LULU), Intuit (NASDAQ: INTU), McDonald's (NYSE: MCD), Netflix (NASDAQ: NFLX), Starbucks (NASDAQ: SBUX), Walmart (NASDAQ: WMT), Home Depot (NYSE: HD), Boeing (NYSE: BA), Intel (NASDAQ: INTC), General Electric (NYSE: GE), IBM (NYSE: IBM), Apple (NASDAQ: AAPL), Nike (NYSE: NKE), Warner Bros. Discovery (NASDAQ: WBD), Pfizer (NYSE: PFE), PepsiCo (NASDAQ: PEP), Procter & Gamble (NYSE: PG), PayPal (NASDAQ: PYPL), Salesforce (NYSE: CRM), Oracle (NYSE: ORCL), Adobe (NASDAQ: ADBE), United Parcel Service (NYSE: UPS), Alphabet (NASDAQ: GOOGL), Meta Platforms …
-
Ask an Adviser: Debt recycling, super & investing for kids – Community mailbag with Matt Ingram
12 oktober 2026 · 39 min
Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax? Lees meer
Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.
Chapters:
00:00 Your Biggest Investing Questions Answered
01:38 Managed Portfolios vs DIY Investing
03:58 Building a Better ETF Portfolio
08:58 ETF Overlap, Capital Gains Tax and Dividend Investing
11:31 HECS Debt, Bonds and Debt Recycling
19:10 Investing for Your Kids
23:54 Super Contributions, Tax Traps and Insurance
31:48 Financial Independence and Buying Your First Home
Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Nasdaq 100 ETF (ASX: NDQ), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Vanguard Diversified High Growth Index ETF (ASX: VDHG)
———
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.
———
Want more Equity Mates? Across books, podcasts, video + 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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good …
-
Live from New York: Bill Ackman, Aussie businesses & other observations
11 oktober 2026 · 28 min
Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest. Lees meer
In this episode:
00:00 First Reactions: Bill Ackman & New York
03:27 Ackman on AI, Buffett & the Everyday Investor
06:23 Inside Bill Ackman's Investing Philosophy
10:24 Ackman's Top Holdings
11:26 Uber's Robotaxi Bet
15:20 Aussie Brands Conquering America
20:19 Why Australian Businesses Fail Overseas
Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)
A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Wa…
-
The Asian Opportunities Investors Are Missing with Cameron Robertson
8 oktober 2026 · 46 min
Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities. Lees meer
In this episode:
00:00 Why Australian investors are underweight Asia
04:14 Geopolitical risk, oil prices & emerging-market consumers
07:42 The Asian companies powering the AI boom
17:22 Beyond AI: overlooked opportunities across Asia
21:46 India’s enormous healthcare opportunity
29:47 Vietnam and Indonesia’s emerging middle class
33:20 China: AI enthusiasm, Tencent & an unlikely lighting winner
42:42 The biggest mistakes Australians make investing in Asia
Stocks & ETFs Mentioned: Platinum Asia Fund Complex ETF (ASX: PAXX), Taiwan Semiconductor Manufacturing Company (TWSE: 2330), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Nvidia (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Sea Limited (NYSE: SE), Jollibee Foods Corporation (PSE: JFC), Mayora Indah (IDX: MYOR), Yatharth Hospitals (NSE: YATHARTH), Mobile World Investment Corporation (HOSE: MWG), Astra International (IDX: ASII), Tencent Holdings (HKEX: 0700), Guangzhou Haoyang Electronic (SZSE: 300833), Unilever India / Hindustan Unilever (NSE: HINDUNILVR), Hanwha Ocean (KRX: 042660)
———
For listeners interested in exploring this approach to investing in Asia, the Platinum Asia Fund Complex ETF (ASX:PAXX) provides access to Platinum’s actively managed Asia strategy through the ASX. To learn more, visit Platinum.com.au and search PAXX.
General information only, not financial advice. It does not take into account your investment objecti…
-
Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
7 oktober 2026 · 32 min
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers? Lees meer
In this episode:
00:00 Live From Central Park: Property, AI & IPOs
04:06 Australian Property Prices Keep Falling
09:15 Anthropic & Firmus Test the AI Trade
10:31 Inside Anthropic’s Eye-Watering IPO Numbers
14:36 Firmus Targets a $43.7 Billion Valuation
17:27 What Exactly Is an AI Factory?
22:38 Firmus vs Global AI Infrastructure Competitors
27:06 Would Bryce & Ren Buy Firmus?
Stocks & ETFs Mentioned: SpaceX (NASDAQ: SPCX), Telstra (ASX: TLS), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Transurban (ASX: TCL), NEXTDC (ASX: NXT), Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), Cipher Digital (NASDAQ: CIFR), Applied Digital (NASDAQ: APLD), NVIDIA (NASDAQ: NVDA), TSMC (NYSE: TSM)
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Share…
-
Steve Johnson: What the market is missing about the AI boom
5 oktober 2026
AI may be transformational, but does that make AI stocks good investments? Lees meer
Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.
Chapters:
01:48 Steve Johnson on AI
04:28 AI Investing and Bubble Risk
10:33 What Could End the AI Trade
12:35 Forager’s Costly Mistakes
17:12 Software and Small Cap Opportunities
30:06 Motorcycle Holdings and Australia
38:15 Shares Versus Property
41:30 Credit and Australian House Prices
45:05 Advice for Long-Term Investors
Stocks & ETFs mentioned: EML Payments (ASX: EML), Fiserv (NYSE: FI), Xero (ASX: XRO), MYOB (formerly ASX: MYO; delisted), Catapult Sports (ASX: CAT), Wix.com (NASDAQ: WIX), Motorcycle Holdings (ASX: MTO), Eagers Automotive (ASX: APE), BYD (HKEX: 01211), Honda Motor (TSE: 7267), Meta Platforms (NASDAQ: META)
———
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.
———
Want more Equity Mates? Across books, podcasts, video + 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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If u…
-
Our Monthly Portfolio Update - September 2026
4 oktober 2026 · 33 min
Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling. Lees meer
In this episode:
00:00 What happened in markets this month
03:20 How global markets performed this month
04:25 Bryce’s Portfolio Performance
06:58 Ren’s Portfolio Performance
08:31 Why Bryce is buying more of
11:40 Waymo’s massive lead in self-driving cars
14:04 Sports team ETFs: investing or gambling?
17:32 Ren’s buy, hold & sell
25:20 Why HUB24 is on Ren’s buy list
Stocks & ETFs Mentioned: Axon Enterprise (NASDAQ: AXON), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Telix Pharmaceuticals (ASX: TLX), TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nu Holdings (NYSE: NU), Sea Limited (NYSE: SE), MercadoLibre (NASDAQ: MELI), Grab Holdings (NASDAQ: GRAB), Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), QXO (NYSE: QXO), TopBuild (NYSE: BLD), HUB24 (ASX: HUB), Netwealth Group (ASX: NWL), AustralianSuper, Global X Ultra Long Nasdaq 100 Complex ETF (ASX: GGUS)
Sign up today and save 4 months on any paid Sharesight plans.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the…
-
The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
1 oktober 2026
AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics. Lees meer
In this episode:
00:00 Why infrastructure is entering a structural growth era
02:34 What actually counts as infrastructure?
08:24 The megatrends driving an infrastructure supercycle
13:36 How the energy grid could transform over the next decade
18:25 The physical infrastructure powering AI
22:04 The biggest risks to the AI infrastructure boom
26:43 Where the trillions in infrastructure investment are flowing
32:26 Active vs passive & how investors can access infrastructure
Stocks & ETFs Mentioned: APA Group (ASX: APA), Transurban (ASX: TCL), Atlas Arteria (ASX: ALX), Severn Trent (LSE: SVT), Pennon Group (LSE: PNN), Brookfield Corp (NYSE: BN), Space Exploration Technologies Corp (NASDAQ: SPCX), Goldman Sachs (NYSE: GS), ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH), ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (ASX: CIIH), ClearBridge Real Income Fund Active ETF (ASX: R3AL)
If you'd like to learn more about the megatrends reshaping our economy, and how to invest in the infrastructure behind them, speak to your financial adviser, or visit Franklin Templeton's website for fund information, the relevant Product Disclosure Statement, Target Market Determination and a range of investment resources.
Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the products included in this website.
Information on this websit…
-
RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio
30 september 2026 · 38 min
The RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise before turning to SpaceX’s Starship breakthrough & Google’s plans for AI data centres in space. Then Henry Jennings from Marcus Today joins Pimp My Portfolio to help simplify a growth-heavy portfolio, before the Equity Mates community portfolio gets its latest health check. Lees meer
In this episode:
00:00 RBA rates hit a 15-year high
06:50 SpaceX Starship reaches orbit
09:17 Google’s plan for AI data centres in space
11:27 Pimp My Portfolio with Henry Jennings
19:12 Simplifying an ETF portfolio
22:35 Reviewing 16 individual stocks
26:29 Is the Community portfolio beating the market?
29:01 Investment committee: finding the next stock
Stocks & ETFs Mentioned: Invesco QQQ (NASDAQ: QQQ), iShares S&P 500 ETF (ASX: IVV), Vanguard Growth ETF (NYSEARCA: VUG), VanEck Semiconductor ETF (NASDAQ: SMH), Vanguard FTSE All-World ex-US ETF (NYSEARCA: VEU), Vanguard High Dividend Yield ETF (NYSEARCA: VYM), Schwab US Dividend Equity ETF (NYSEARCA: SCHD), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Rocket Lab (NASDAQ: RKLB), AST SpaceMobile (NASDAQ: ASTS), Apple (NASDAQ: AAPL), ASML (NASDAQ: ASML), Stealth Group (ASX: SGI), Advanced Micro Devices (NASDAQ: AMD), ImmunityBio (NASDAQ: IBRX), Alphabet (NASDAQ: GOOGL), Visa (NYSE: V), Wesfarmers (ASX: WES), QXO (NYSE: QXO), Macquarie Group (ASX: MQG), LifeMD (NASDAQ: LFMD), iShares S&P 500 AUD Hedged ETF (ASX: IHVV), Betashares All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Global X Autonomous & Electric Vehicles ETF (ASX: DRIVE), Bitcoin (BTC), PWR Holdings (ASX: PWH), Spotify (NYSE: SPOT), Adrad Holdings (ASX: AHL), Moderna (NASDAQ: MRNA), Washington H. Soul Pattinson (ASX: SOL), CRISPR Therapeutics (NASDAQ: CRSP)…
-
Scott Phillips: The stock picker who doesn’t think you should pick stocks
28 september 2026 · 46 min
Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks. Lees meer
Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you.
Plus, Scott shares his case for shares over investment property, the risks of thematic and leveraged ETFs, and why staying invested matters more than predicting what happens next.
Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)
Chapters:
00:00 Why Scott Says “Invest Anyway”
01:50 The One Page Investing Plan
07:24 Why Most People Shouldn’t Pick Stocks
11:15 Finding Your Investing “Why”
19:31 The Investing Habits That Actually Matter
26:59 Shares, ETFs and Thematic Investing
32:21 Shares vs Property: Scott’s Case
40:20 Should You Invest With a Market Crash Coming?
Check out Scott's new book 'The One-Page Investing Plan: Start Simple, Stay Patient, Build Serious Wealth'.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your…
-
OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff
27 september 2026 · 37 min
OpenAI hacked an Australian Medicare portal and the government didn’t find out from the company until months later. We unpack what the incident says about AI safety, human error & who should be liable when autonomous systems cross the line. Then, why booming US business activity could spell trouble for interest rates, before closing out Super September with listener questions on the First Home Super Saver Scheme, ETFs & gearing inside super. Plus, we take a trip around the world to check in on the battered “super apps” and ask whether the businesses are stronger than their share prices suggest. Lees meer
In this episode:
00:00 OpenAI hacked Medicare
07:08 When good economic news becomes bad news
11:25 Super September: Your final questions
12:02 First Home Super Saver Scheme explained
17:02 ETFs and taking control of your super
22:11 Gearing inside superannuation
25:41 What exactly is a “super app”?
31:12 Apps under the microscope
Stocks & ETFs Mentioned: Betashares Australia 200 ETF (ASX: A200), iShares S&P 500 ETF (ASX: IVV), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), ProShares UltraPro QQQ (NASDAQ: TQQQ), Tencent (HKEX: 0700), Grab (NASDAQ: GRAB), GoTo (IDX: GOTO), Sea Limited (NYSE: SE), Kakao (KRX: 035720), Rakuten Group (TYO: 4755), Mercado Libre (NASDAQ: MELI), Jumia Technologies (NYSE: JMIA), Toyota Motor (NYSE: TM), Caterpillar (NYSE: CAT), Marriott International (NASDAQ: MAR), Delta Air Lines (NYSE: DAL), Darden Restaurants (NYSE: DRI), A.P. Moller - Maersk (CPH: MAERSK-B), Union Pacific (NYSE: UNP), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Amazon (NASDAQ: AMZN), Meituan (HKEX: 3690), PDD Holdings (NASDAQ: PDD), JD.com (NASDAQ: JD), Alibaba (NYSE: BABA)
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 Septem…
-
Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
23 september 2026 · 44 min
What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambitious push into banking & financial services. Lees meer
In this episode:
00:00 — What will Australia look like in 40 years?
02:11 — Australia’s ageing population & slowing economy
07:56 — Canva’s valuation markdown & AI problem
14:12 — Do you really need $1 million to retire?
20:37 — Can shares help your super beat inflation?
22:43 — Mr. Beat Up: Grab
29:02 — Does Grab have a competitive advantage?
35:01 — Grab’s valuation & the super app opportunity
Stocks & ETFs Mentioned: Grab Holdings (NASDAQ: GRAB), Uber Technologies (NYSE: UBER), Sea Limited (NYSE: SE), Jumia Technologies (NYSE: JMIA), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Space Exploration Technologies Corp (NASDAQ: SPCX)
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. LINK: https://betashares.typeform.com/to/e7hyKA2R
Plus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/
———
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.
———
Want more Equity Mates? Across books, podcasts, video and email, however you wa…
-
Cathie Wood: How to Invest in a World Moving This Fast
21 september 2026 · 43 min
Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations. Lees meer
In this episode:
00:00 The technologies changing everything
02:05 Why innovation is accelerating
07:52 AI, gene editing & the future of healthcare
11:04 How ARK finds breakthrough technologies
19:31 Cathie Wood’s latest Bitcoin and crypto thesis
27:44 What ARK learned about risk
30:48 Is AI becoming a bubble?
39:00 The next trillion-dollar companies
Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX)
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on…
-
Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask
20 september 2026 · 38 min
The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid. Lees meer
00:00 – The Fed raises rates as inflation stays sticky
04:58 – Why the ASX keeps losing great companies overseas
10:25 – Super September: Is a house and the Age Pension enough?
12:21 – More Australians are reaching retirement with housing debt
16:07 – Why the Age Pension may fall short
17:46 – The risk of retirement rules changing
21:18 – Pimp My Portfolio with Owen Rask
28:18 – ETF overlap, tax consequences & simplifying a portfolio
Stocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO)
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conduct…
-
The Small Cap index is lying to you with Andrew Mitchell
17 september 2026 · 42 min
Australia’s small-cap index might have looked calm in FY26, but beneath the surface it was anything but. Ophir Founder and Senior Portfolio Manager Andrew Mitchell joins us to unpack record sector dispersion, why reporting season exposed cracks in the earnings outlook, and how AI & data centre spending are reshaping opportunities for investors. Andrew also takes us inside Ophir’s bottom-up stock-picking process and explains why Codan remains one of the portfolio’s highest-conviction ideas. Lees meer
In this episode:
00:00 Small caps: calm on the surface, chaos underneath
05:45 What reporting season revealed about Australian earnings
09:45 AI, data centres & the changing CapEx trade
14:33 Southern Cross Electrical & Australia’s data centre boom
17:57 Why reporting season volatility is getting harder to navigate
21:56 Inside Ophir’s small-cap investment process
28:44 Why Ophir avoids commodity-driven sectors
33:09 The Codan thesis: gold detectors, drones & defence spending
Stocks & ETFs Mentioned: BHP (ASX: BHP), Rio Tinto (ASX: RIO), REA Group (ASX: REA), SEEK (ASX: SEK), JB Hi-Fi (ASX: JBH), Cleanaway Waste Management (ASX: CWY), Integral Diagnostics (ASX: IDX), Monash IVF Group (ASX: MVF), Southern Cross Electrical Engineering (ASX: SXE), SKS Technologies (ASX: SKS), NRW Holdings (ASX: NWH), GenusPlus Group (ASX: GNP), Codan (ASX: CDA), DroneShield (ASX: DRO), TPG Telecom (ASX: TPG), Afterpay, Quanta Services (NYSE: PWR), MasTec (NYSE: MTZ), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Motorola Solutions (NYSE: MSI)
Ophir publishes a free monthly newsletter covering their view on Australian and global markets, as well as the companies they are buying and selling. To sign up and learn more about their funds head to - https://www.ophiram.com.au/subscribe-equity-mates/
———
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.
———
Want more Equity Mates?…
-
AI panic, finding growth in Australia & who gets your Super when you die?
16 september 2026 · 38 min
AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce & Ren unpack what the latest AI safety debate could mean for markets, why Saudi Arabia has become central to the oil story, and the ASX growth names worth putting on the watchlist. Plus, Super September continues with a practical look at what actually happens to your super when you die. Lees meer
In this episode:
00:00 Could AI really kill us all?
02:36 AI safety, regulation & the prisoner’s dilemma
08:12 Oil heads back towards US$110 a barrel
13:08 Community question: Where are Australia’s growth stocks?
19:52 ASX growth stocks on the watchlist
23:35 Is ATEC the easiest way to own Australian tech?
25:31 Super September: Where does your super go when you die?
32:17 How to make a binding death benefit nomination
Stocks & ETFs Mentioned: EQ Resources (ASX: EQR), Sunrise Energy Metals (ASX: SRL), Minerals 260 (ASX: MI6), Metals X (ASX: MLX), New Hope Corporation (ASX: NHC), Codan (ASX: CDA), Woolworths Group (ASX: WOW), CSL (ASX: CSL), BHP Group (ASX: BHP), Life360 (ASX: 360), HUB24 (ASX: HUB), Guzman y Gomez (ASX: GYG), Pro Medicus (ASX: PME), 4DMedical (ASX: 4DX), Netwealth (ASX: NWL), TechnologyOne (ASX: TNE), Catapult Group International (ASX: CAT), Goodman Group (ASX: GMG), SiteMinder (ASX: SDR), WiseTech Global (ASX: WTC), Xero, Audinate Group (ASX: AD8), REA Group (ASX: REA), CAR Group (ASX: CAR), SEEK (ASX: SEK), Betashares Australian Technology ETF (ASX: ATEC), Lovisa (ASX: LOV), Temple & Webster (ASX: TPW), Commonwealth Bank (ASX: CBA), Wesfarmers (ASX: WES), Westpac (ASX: WBC), Telstra (ASX: TLS), Transurban Group (ASX: TCL), Northern Star Resources (ASX: NST), Rio Tinto (ASX: RIO), Zip Co (ASX: ZIP)
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 Septembe…
-
A century of compounding: inside Soul Patts' permanent capital with Todd Barlow
14 september 2026 · 35 min
What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital and the freedom to invest wherever he sees the best opportunity. Todd joins Bryce and Alec to explain why Soul Patts is sitting on almost $3 billion in cash, where he sees risks building in private credit, why energy is his preferred ‘no regrets’ AI trade and why Bitcoin still isn’t making the portfolio. Lees meer
In this episode:
00:00 123 years of investing
02:14 Meet Soul Patts CEO Todd Barlow
03:34 The investment philosophy behind Soul Patts
07:01 The power of permanent capital
10:18 Inside the private markets portfolio
13:12 Is private credit getting risky?
17:09 Where Todd sees opportunities today
18:24 Why Soul Patts is sitting on almost $3 billion in cash
22:57 The big themes across the Soul Patts portfolio
23:59 Why Soul Patts sold $1.9 billion of industrial property
26:06 How Todd is investing in the AI boom
30:54 Where Soul Patts goes next
ETFs & Stocks mentioned: Washington H. Soul Pattinson (ASX: SOL), New Hope Corporation (ASX: NHC), TPG Telecom (ASX: TPG), Brickworks (formerly ASX: BKW), Goodman Group (ASX: GMG)
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
——…
-
Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
13 september 2026 · 36 min
Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a remarkable AI breakthrough before Henry Jennings returns to Pimp My Portfolio, where one community member’s love of ETFs has left him doubling down on tech and leverage. Plus, Super September asks whether small extra contributions really matter, and the maths gets big surprisingly quickly. Lees meer
Grab your FinFest tickets today here.
And share your thoughts via this link and help shape Betashares Super.
You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.
In this episode:
00:00 Introduction
02:44 Apple’s $3,500 Foldable iPhone
06:42 AI Gets Smarter, Humans Don’t
11:48 Pimp My Portfolio with Henry Jennings
19:38 Riding the AI Rollercoaster
23:37 The Superannuation Debate
25:54 Small Contributions, Big Returns
29:33 Super’s Powerful Tax Advantage
31:52 Government Boosts Your Super
ETFs & Stocks Mentioned: Apple (NASDAQ: AAPL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Nasdaq Geared Complex ETF (ASX: GNDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Catapult Sports (ASX: CAT), REA Group (ASX: REA), WiseTech Global (ASX: WTC).
———
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.
———
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 p…
-
Tesla’s robotaxi reality check, One Nation’s Super proposal & what would you do for $750k?
9 september 2026 · 27 min
Tesla’s steering wheel-free Cybercab has hit the road, but the global robotaxi race is getting a lot more crowded, and increasingly, a lot more Chinese. Bryce and Alec unpack who’s actually leading autonomous driving, debate a proposal to let Australians divert part of their Super into their pay packets, and continue Super September by asking whether leaving your retirement savings in the default investment option could be costing you over the long run. Lees meer
Grab your FinFest tickets today here.
Share your thoughts via this link and help shape Betashares Super.
You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.
In this episode:
00:00:00 Who Is Winning The Robotaxi Race?
00:02:42 Tesla Launches A Car With No Controls
00:06:19 China Takes The Lead In Robotaxis
00:10:20 Should You Be Able To Access Your Super?
00:12:18 The Hidden Cost Of Taking Super Early
00:16:43 Is Your Default Super Option Good Enough?
00:19:18 How One Change Could Add $750000
00:22:20 Why High Growth Can Make Sense When Young
00:24:24 The Super Decision That Matters Most
ETFs and Stocks Mentioned: Tesla (NASDAQ: TSLA), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony AI (NASDAQ: PONY), WeRide (NASDAQ: WRD), Uber Technologies (NYSE: UBER), Ford Motor Company (NYSE: F)
———
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.
———
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 ex…
-
Ask an Adviser: Investing, Property & Super - Community Mailbag with Glen Hare
7 september 2026 · 43 min
More young Australians are building serious share portfolios while feeling increasingly locked out of property, but will investing alone get them where they want to go? Financial adviser Glen Hare joins Bryce and Alec to tackle questions from the Equity Mates community on $1 million windfalls, debt recycling, geared ETFs, investment bonds, rentvesting and super, while challenging investors to work backwards from the life they actually want to fund. Lees meer
In this episode:
00:00 Investing After The Budget
06:18 Investing A Cash Windfall
10:41 ETFs And Portfolio Mistakes
15:51 Investment Bonds Explained
19:48 ETFs Versus Property
25:22 Getting Into Property
28:47 Debt Recycling And Tax
33:40 Optimising Your Super
40:58 Leveraging Inside Super
ETFs & Stocks mentioned: Betashares Wealth Builder Geared All Growth Portfolio Complex ETF (ASX: GHHF)
If you would like to speak to Glen or any of his team head to equitymates.com/advice and we will put you in touch.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if …
-
Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?
6 september 2026 · 23 min
Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money. Lees meer
In this episode:
00:00:00 Is The AI Spending Boom Sustainable?
00:02:26 The Biggest CapEx Cycle In History
00:05:41 Can OpenAI And Anthropic Keep Winning?
00:07:24 Investing Through Geopolitical Risk
00:10:00 Why Markets Keep Rising Through Chaos
00:11:03 What Is Driving Australian Shares?
00:15:20 Are All Super Funds Basically The Same?
00:18:11 The Hidden Cost Of Average Performance
00:20:24 How To Compare Your Super Fund
Interested in the Ships, Chips and Red Bricks Report? Dive in here.
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.
Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track…
-
Knowing when to sell: How growth investor Michael Frazis manages risk
3 september 2026
Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Michael explains why he’s moved from simply holding great growth companies to systematically taking profits and managing momentum. Plus, we dig into Nvidia’s biggest long-term threat, why Apple may have played the AI boom perfectly, and the thinking behind Frazis Capital Partners’ new ROAR Active ETF. Lees meer
In this episode:
00:00 Why markets could be entering a more volatile era
02:27 The AI trade, leverage & the Ashenbrenner blow-up
08:11 Is the AI infrastructure boom starting to crack?
12:25 Cheaper AI models, China & why Apple may be the winner
16:50 The software comeback & where Michael sees opportunities
22:17 Michael Frazis’ new rules for growth & momentum investing
39:25 GLP-1s, Moderna & the next wave of biotech breakthroughs
46:49 Why Frazis Capital launched the ROAR Active ETF
Stocks & ETFs Mentioned: Frazis Capital Partners ROAR Active ETF (ASX: ROAR), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alibaba Group (NYSE: BABA), Atlassian (NASDAQ: TEAM), WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), Datadog (NASDAQ: DDOG), Tesla (NASDAQ: TSLA), AMD (NASDAQ: AMD), Palantir Technologies (NASDAQ: PLTR), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Moderna (NASDAQ: MRNA), Tempus AI (NASDAQ: TEM), Clarity Pharmaceuticals (ASX: CU6)
Check out Lioncrest's new ETF ROAR here: https://lioncrestpartners.com/#roar-etf
———
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…
-
Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry Jennings
2 september 2026 · 37 min
Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Monash IVF, before kicking off Super September with a simple idea: when it comes to super, the biggest advantage younger investors have isn’t picking the perfect fund, it’s time. Finally, Pimp my Portfolio is back with adviser Henry Jennings shining a light on a community member's portfolio. Lees meer
ETFs & stocks mentioned in this episode: Apple (NASDAQ: AAPL), Star Entertainment Group (ASX: SGR), Monash IVF Group (ASX: MVF)
In this episode:
00:00 Introduction
01:31 Apple’s New CEO Era
06:30 Earnings Season’s Big Duds
10:03 Super September Returns
12:39 Why Starting Early Matters
18:56 Is Your Super Insurance Enough?
22:09 Pimp My Portfolio with Henry Jennings
Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.
Clips featured from CNBC.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4…
-
Andrew Page on small caps, AI & changing his mind on Bitcoin
31 augustus 2026 · 49 min
Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position. Lees meer
In this episode:
00:00 Introduction
03:55 Small Caps and Conviction
07:44 Finding Winning Investments
14:00 Building a Better Process
18:19 AI Changes Investing
23:41 Andrew’s Small-Cap Pick
29:44 Investing in the AI Boom
35:15 Why Adrad Could Reprice
38:36 Andrew’s Bitcoin Thesis
43:41 Bitcoin Versus Gold
47:03 Bitcoin’s Long-Term Future
Stocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has no…
-
Our Monthly Portfolio Update - August 2026
30 augustus 2026 · 30 min
Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees. Lees meer
In this episode:
00:00 Exciting Finfest speaker announcement
03:33 August markets: rates, debt, reporting season & crypto
05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver
10:26 Ren’s portfolio & the case for doing nothing
15:12 Shopify, AI fears & a 25% month
20:37 Borrowing against the mortgage & geared ETFs
25:24 Are active management fees worth paying?
Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS), Ethereum (ETH), Shopify (NASDAQ: SHOP), Berkshire Hathaway (NYSE: BRK.B), Munro Global Growth Small & Mid Cap Fund, DocuSign (NASDAQ: DOCU), Xero (NASDAQ: XRO), Atlassian (NASDAQ: TEAM), Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF)
Get started with Sharesight and save 4 months on an annual paid plan: https://www.sharesight.com/equitymates
———
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.
———
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 (App…
-
How to Invest for a 30-Year Retirement with Kanish Chugh
27 augustus 2026 · 37 min
Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build portfolios designed to generate income for decades. We explore the role of bonds and defensive assets, sequencing risk, why chasing double-digit yields can come with hidden risks, and how your mix of growth, defensive assets & cash should evolve as your goals change. Lees meer
In this episode:
00:00 Why a 30-year retirement changes the investing equation
03:04 Living longer means rethinking your portfolio
06:31 Can you live off income without selling investments?
10:55 Moving from accumulation to spending
16:25 Building the right growth and defensive mix
19:11 The risks behind high advertised yields
21:29 Bonds vs dividends for passive income
31:33 Building your portfolio at every life stage
Stocks & ETFs Mentioned: Berkshire Hathaway (NYSE: BRK.B), S&P 500, Nasdaq 100 (ASX: NDQ), PIMCO Global Bond Fund (ASX: GBF), PIMCO Diversified Fixed Interest Fund (ASX: DFI)
Investors should obtain a copy of the Product Disclosure Statement (PDS) relating to the PIMCO products mentioned in this podcast and consider the PDS before making any decision about whether to acquire an interest in any PIMCO fund mentioned in this podcast. PIMCO Australia has determined the target market for this product which is set out in the target market determination (TMD) published on the PIMCO website. The current PDS and TMD can be obtained via www.pimco.com/au/
———
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.
———
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’r…
-
Money can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing
26 augustus 2026 · 39 min
Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200. Lees meer
00:00 The global baby bust
07:31 Beaten-up stocks making a comeback
12:03 China’s tech bubble & wild IPO valuations
17:35 China’s humanoid robotics boom
23:00 Community question: QOZ vs A200
24:22 Factor investing explained
29:54 QOZ vs A200: performance, holdings & fees
35:10 How to use factor ETFs in a portfolio
Stocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market: 688808), MetaX Integrated Circuits (SSE STAR Market: 688802), Moore Threads Technology (SSE STAR Market: 688795), BHP Group (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Betashares FTSE RAFI Australia 200 ETF (ASX: QOZ), Betashares Australia 200 ETF (ASX: A200), Vanguard Global Value Equity Active ETF (ASX: VVLU), VanEck Australian Quality ETF (ASX: AQLT), Betashares Australian Quality ETF (ASX: AQLT), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Global Quality Leaders ETF (ASX: QLTY), Betashares Australian Momentum ETF (ASX: MTUM), Betashares Global Momentum ETF (ASX: MTUM), VanEck MSCI International Small Companies Quality ETF (ASX: QSML), Vanguard MSCI International Small Companies Index ETF (ASX: VISM), Vanguard Global Minimum Volatility Active ETF (ASX: VMIN), iShares Ed…
-
Replace your salary with dividend income with Dr. Don Hamson
24 augustus 2026 · 39 min
Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-term Australian market returns, and the traps investors can fall into when chasing headline yield. Plus, why investors still accumulating wealth may be better served focusing on total return rather than income alone. Lees meer
In this episode:
00:00 Why Dividends Matter
04:17 Dividends Drive Market Returns
07:52 Budget Boosts Income Investing
10:20 Can Dividends Replace Your Salary?
15:39 Retirement Mistakes to Avoid
18:44 Spotting Dividend Traps
22:34 The Dividend Trading Strategy
27:53 Best Sectors for Dividends
31:30 Australia vs Global Dividends
33:14 AI Bubbles and Investor Lessons
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in t…
-
Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
23 augustus 2026 · 29 min
Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Tankers as a potential addition, and answer a listener question every stock picker wrestles with: should you buy before, during or after earnings season? Lees meer
In this episode:
00:00 Moderna’s potential cancer breakthrough
01:42 Moderna, Merck and the investing implications
06:49 Are we entering a golden age of healthcare?
09:56 Community portfolio check-in
13:22 Should Scorpio Tankers make the portfolio?
20:33 When should you buy a stock on your watch list?
24:53 How to handle earnings season volatility
27:17 Stop searching for the perfect entry point
Stocks & ETFs Mentioned: Moderna (NASDAQ: MRNA), Merck (NYSE: MRK), Eli Lilly (NYSE: LLY), Alphabet (NASDAQ: GOOGL), ResMed (ASX: RMD), ProMedicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Bitcoin (BTC), GE Vernova (NYSE: GEV), PWR Holdings (ASX: PWH), Scorpio Tankers (NYSE: STNG), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), CSL (ASX: CSL), Palantir Technologies (NASDAQ: PLTR), GoDaddy (NYSE: GDDY), Betashares Diversified All Growth ETF (ASX: DHHF)
Grab your FinFest tickets today: https://www.finfest.live/
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our f…
-
Not all income is created equal with Helen Mason | Schroders
20 augustus 2026 · 43 min
Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it. Lees meer
In this episode:
00:00 Are Dividends Overrated?
04:20 Rethinking Your Income Options
09:23 Private Credit’s Hidden Risks
13:13 Public vs Private Credit
16:44 Why Australian Credit Is Booming
21:19 Stop Chasing Yield
27:03 How Credit Investors Pick Companies
30:27 What Bond Markets Signal
35:10 What “High Yield” Really Means
39:16 Diversification Beyond Yield
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independen…
-
Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
19 augustus 2026 · 41 min
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run. Lees meer
00:00 Data centres face a growing backlash
01:32 FinFest is 10 weeks away
04:17 Data centres, power demand & opposition
10:18 Rising borrowing costs and sticky inflation
13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL
19:27 Anthropic’s staggering revenue growth
21:00 Pimp My Portfolio returns
24:11 Concentration, selling & letting winners run
Stocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX)
Grab your FinFest tickets today: https://www.finfest.live/
———
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.
———
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
Listen to …
-
How your financial plan changes as life changes with Matt Ingram
17 augustus 2026 · 36 min
Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and Alec to unpack how planning ahead can preserve flexibility, why returning to work isn’t always a simple financial calculation, and the decisions worth thinking about well before kids arrive. Lees meer
In this episode:
00:00 Introduction
04:03 Preparing for Income Changes
08:15 Avoiding Lifestyle Creep
10:37 Financial Planning Before Kids
14:09 Maximising Parental Leave
17:56 The True Cost of Childcare
23:01 Public vs Private School
26:13 Funding Private School Fees
29:41 Are Investment Bonds Worth It?
32:03 Closing the Superannuation Gap
34:04 Plan Ahead for Life Changes
If you would like to speak to Matt or any of his team head to equitymates.com/advice and we will put you in touch.
———
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.
———
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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsu…