Equity Mates Investing Podcast
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Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed
16 augustus 2026 · 33 min
Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas & using AI in the investing process, followed by running Ren’s stocks through an AI-powered thesis check. Lees meer
In this episode:
00:00 Are Australian house prices really crashing?
02:08 Housing slows as home loan applications fall
08:03 Lab-grown diamonds disrupt a century-old market
12:51 How do you actually find great stock ideas?
18:01 Using AI to research and stress-test investments
23:17 Putting Ren’s portfolio through Claude
26:39 Is the Hims & Hers thesis broken?
29:05 Pro Medicus, valuation and knowing AI’s limits
Stocks & ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims & Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), Spotify (NYSE: SPOT), Mastercard (NYSE: MA)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 Sha…
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4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
13 augustus 2026 · 16 min
We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading. Lees meer
In this episode:
00:00 Who’s winning the portfolio challenge?
02:03 A volatile few months for markets
02:37 Cam’s trades and the cost of overtrading
04:46 Ren doubles down on tech
08:09 Ally goes all-in on momentum
11:03 Bryce’s no-trade strategy pays off
13:52 Can anyone beat DHHF?
14:31 The final stretch of the challenge
Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Deep Yellow (ASX: DYL), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Lynas Rare Earths (ASX: LYC), Betashares Emerging Markets Equity ETF (ASX: BEMG), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Global Energy Companies ETF (ASX: FUEL), Pilbara Minerals (ASX: PLS), Life360 (ASX: 360), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares S&P/ASX Australian Technology ETF (ASX: DRGN), Telix Pharmaceuticals (ASX: TLX), 4DMedical (ASX: 4DX), NEXTDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Altria Group (NYSE: MO), Plato Global Alpha Fund, Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), BHP Group (ASX: BHP), Betashares Energy Transition Metals ETF (ASX: WIRE), Betashares Japan ETF Currency Hedged (ASX: HJPN)
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 Determin…
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3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry
12 augustus 2026 · 36 min
Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC? Lees meer
00:00 Markets are hitting record highs
03:58 Australian reporting season: numbers that caught our eye
05:30 Nick Scali, ResMed and REA Group
14:04 Does the day you dollar cost average actually matter?
18:16 How often should you dollar cost average?
22:21 How will the CGT changes affect investors?
28:44 Michael Burry’s latest bets against AI
31:18 Why calling crashes is easier than making money
Stocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC)
Grab your FinFest tickets today: https://www.finfest.live/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about inv…
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AI investors are getting nervous. Should they be?
10 augustus 2026 · 47 min
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners. Lees meer
In this episode:
00:00 Is the AI Boom Sustainable?
03:52 Big Tech’s Trillion-Dollar AI Bet
06:58 AI Revenue Is Surging
09:17 Who’s Funding the AI Boom?
12:19 The World Needs More Compute
15:55 Why AI Stocks Swing Wildly
20:01 Can AI Earnings Last?
24:37 China’s AI Threat
29:36 AI’s Battle for Your Ecosystem
33:10 Did Apple Miss AI?
37:40 Best Ways to Invest
42:35 Protecting Against an AI Bust
ETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR).
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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This podcast is intended for education and entertainm…
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We're back: AI selloff reverses, US earnings, Aussie property & more
9 augustus 2026
Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening… Lees meer
In this episode:
00:00 - Bryce’s holiday recap & a wild month in markets
04:20 - The AI trade gets a reality check
08:48 - Leverage, margin calls & Leopold Aschenbrenner
12:30 - Is the AI spending boom sustainable?
14:48 - Earnings season delivers blockbuster numbers
21:46 - The companies crushing expectations
25:34 - Iran, inflation & the global macro picture
28:44 - Australia: rates, property prices & staying invested
Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), SpaceX, Oracle (NYSE: ORCL), Samsung Electronics, SK Hynix, Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Caterpillar (NYSE: CAT), GE Vernova (NYSE: GEV), MercadoLibre (NASDAQ: MELI), Palantir (NASDAQ: PLTR), IBM (NYSE: IBM), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Betashares Global Banks ETF (ASX: BNKS), JPMorgan Chase (NYSE: JPM), Goldman Sachs (NYSE: GS), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX)
Finfest 2026 Tickets still available, to secure yours head to https://equitymates.com/finfest-2026/
Check out our NEW SHOW: How I Got Started - https://equitymates.com/series/how-i-got-started/
+ Plus, check our our NEW CHANNEL: Equity Mates Explains - https://www.youtube.com/@EquityMatesExplains
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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…
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The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
6 augustus 2026 · 39 min
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disruption and portfolio construction as the AI race evolves. Lees meer
In this episode:
00:00 – Has AI moved beyond the bubble debate?
03:03 – Why semiconductor stocks are falling despite record AI spending
09:10 – The bond market, debt and funding the AI buildout
14:31 – Will AI models commoditise or remain valuable?
21:01 – The AI arms race and the prisoner's dilemma
24:43 – Meta, Oracle and the next phase of AI infrastructure
27:12 – How Loftus Peak is managing disruption investing today
34:38 – Beyond AI: biotech, batteries and the next wave of disruption
Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), OpenAI, Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), ASML (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), SpaceX, Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY), CATL, Walmart (NYSE: WMT), John Deere (NYSE: DE)
This episode has been sponsored by Loftus Peak - https://www.loftuspeak.com.au/
Support from partners like Loftus Peak help us keep all our content free.
If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here: https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.…
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Luxury: How Experiences Became the New Luxury | The Decade Ahead
5 augustus 2026 · 35 min
The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the next decade. From luxury brands to Formula One, VIP experiences & ultra-premium travel, they explore where the world's wealthiest are directing their money, the companies positioned to benefit, and the risks investors need to watch. Lees meer
In this episode:
00:00 – Why wealth inequality is creating a luxury boom
03:54 – The numbers behind the luxury economy
09:50 – From luxury goods to luxury experiences
15:02 – Why the US is replacing China as luxury's growth engine
17:53 – The biggest risks facing luxury investing
24:41 – Listed luxury brands and experience businesses
30:33 – Why luxury ETFs have struggled
33:34 – Final takeaways from The Decade Ahead series
Stocks & ETFs Mentioned: LVMH (EPA: MC), Hermès (EPA: RMS), Ferrari (NYSE: RACE), Prada (HKG: 1913), Christian Dior (EPA: CDI), Richemont (SWX: CFR), Formula One Group (NASDAQ: FWONK), Madison Square Garden Sports (NYSE: MSGS), Madison Square Garden Entertainment (NYSE: MSGE), Live Nation Entertainment (NYSE: LYV), Viking Holdings (NYSE: VIK), Ten Lifestyle Group (LSE: TENG), Berkshire Hathaway (NYSE: BRK.B), SpaceX, Google (NASDAQ: GOOGL)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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…
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Agriculture: Robots, Drones and the Future of Food | The Decade Ahead
2 augustus 2026 · 35 min
The world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and gene-edited crops, this episode explores the technologies transforming agriculture. Bryce & Ren unpack why AgTech could become one of the defining investment themes of the next decade, the companies leading the charge, and the risks investors need to understand before backing the future of farming. Lees meer
In this episode:
00:00 – Why agriculture is one of the decade's biggest opportunities
03:47 – Agricultural innovation & feeding a growing population
05:41 – AI, robotics & smart farming transform the paddock
13:19 – Genetics, CRISPR & the next generation of high-yield crops
15:57 – Cold chains: the overlooked technology reducing food waste
17:52 – The biggest risks facing agriculture and AgTech investors
25:31 – Companies & ETFs investing in the future of agriculture
31:55 – Final thoughts: where investors should look for opportunity
Stocks & ETFs Mentioned: John Deere (NYSE: DE), Kubota (TSE: 6326), Trimble (NASDAQ: TRMB), Corteva Agriscience (NYSE: CTVA), Bayer (XETRA: BAYN), Betashares Global Agriculture ETF (ASX: FOOD), VanEck Agribusiness ETF (NYSE: MOO), iShares MSCI Global Agriculture Producers ETF (NYSE: VEGI), Global X AgTech & Food Innovation ETF (NASDAQ: KROP)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 …
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Cybersecurity: The AI too dangerous to release to the public | The Decade Ahead
29 juli 2026 · 27 min
AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anthropic's Mythos uncovering thousands of software vulnerabilities to the rise of cloud security and identity protection, they unpack the trends driving billions of dollars in cybersecurity spending and the companies positioned to benefit. Lees meer
In this episode:
00:00 – Why cybersecurity is entering a new era
02:57 – How AI is transforming cybercrime & cyber defence
08:57 – The biggest growth drivers over the next decade
15:19 – The risks investors need to understand
19:01 – The best ETFs for cybersecurity exposure
21:46 – The leading cybersecurity companies
24:42 – Key investing takeaways
Stocks & ETFs Mentioned: Betashares Global Cybersecurity ETF (ASX: HACK), Global X Cybersecurity ETF (ASX: BUGG), First Trust NASDAQ Cybersecurity ETF (NASDAQ: CIBR), Broadcom (NASDAQ: AVGO), Palo Alto Networks (NASDAQ: PANW), CrowdStrike (NASDAQ: CRWD), Cisco (NASDAQ: CSCO), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Anthropic, Mozilla, Firefox, CyberArk (NASDAQ: CYBR), Centra (ASX: SEN), Macquarie Technology Group (ASX: MAQ).
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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…
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Emerging Middle Class: 300,000 New Consumers Every Day | The Decade Ahead
26 juli 2026 · 41 min
The global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the centre of gravity of economic growth is expected to shift towards India, Southeast Asia and Latin America as hundreds of millions more people emerge into the middle class. In this episode, Bryce and Ren unpack the structural forces behind this shift, the industries set to benefit, the risks investors should watch, and the companies and ETFs offering exposure to one of the decade's biggest investment themes. Lees meer
In this episode:
00:00 Why the emerging middle class matters now
01:38 How the global middle class is defined
03:34 India: The next engine of middle class growth
06:28 Southeast Asia's economic transformation
10:30 Latin America's opportunity and challenges
12:18 Where the money will be spent
18:54 The biggest risks to the theme
23:55 Companies to watch across emerging markets
35:43 ETFs and final investment takeaways
Stocks & ETFs Mentioned: Mastercard (NYSE: MA), Visa (NYSE: V), Reliance Industries (NSE: RELIANCE), HDFC Bank (NYSE: HDB), Grab Holdings (NASDAQ: GRAB), Sea Limited (NYSE: SE), Mercado Libre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Unilever (LSE: ULVR), Nestlé (SWX: NESN), Procter & Gamble (NYSE: PG), Colgate-Palmolive (NYSE: CL), Diageo (LSE: DGE), Standard Chartered (LSE: STAN), Tencent (HKEX: 0700), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Vale (NYSE: VALE), Petrobras (NYSE: PBR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), iShares MSCI Emerging Markets ETF (ASX: IEM), iShares Latin America 40 ETF (NYSEARCA: ILF)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Basis Points: Invest…
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AI & Robotics: From $300bn to $5.2 trillion in three years | The Decade Ahead
22 juli 2026 · 44 min
AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce and Ren explore why robotics could become the next frontier of the AI revolution. They unpack the companies leading the charge, the investment opportunities emerging, and what investors should watch as AI moves beyond the chatbot and into everyday life. Lees meer
In this episode:
00:00 – Why robotics is the next AI revolution
03:02 – The size of the AI and robotics opportunity
05:59 – Nvidia and the race towards physical AI
12:04 – Can AI justify the trillions being invested?
20:08 – Where robots are already changing the real world
31:33 – Investing in AI & robotics: companies to watch
38:33 – ETFs for AI & robotics exposure
39:51 – Final investor takeaways for the decade ahead
Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Taiwan Semiconductor Manufacturing (NYSE: TSM), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), Berkshire Hathaway (NYSE: BRK.B), ABB (NYSE: ABB), Fanuc Corp
(TYO: 6954), Keyence (TYO: 6861), Hyundai Motor (KRX: 005380), SoftBank Group (TYO: 9984), Deere & Co (NYSE: DE), Intuitive Surgical (NASDAQ: ISRG), Global X Artificial Intelligence ETF (ASX: GXAI), Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ), iShares Future AI & Tech ETF (NYSEARCA: ARTY)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equi…
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Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
19 juli 2026 · 36 min
Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors. Lees meer
In this episode:
00:00 – Why digital entertainment is booming
02:56 – Emerging markets and the rise of the global middle class
04:16 – Mobile gaming becomes the biggest force in gaming
08:13 – How AI is changing streaming and entertainment
10:09 – Advertising, gaming economics and industry growth
18:01 – Key investment risks and competitive pressures
22:26 – Stocks to watch across streaming, gaming and music
30:37 – ETFs and final investing takeaways
Stocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or s…
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Electrification: Australia’s Chance to Power the World | The Decade Ahead
15 juli 2026 · 29 min
Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure. Lees meer
In this episode:
00:00 – Why electrification is the defining trend of the next decade
03:59 – The four critical minerals: copper, lithium, nickel and cobalt
08:25 – The biggest growth drivers: EVs, batteries and emerging markets
12:48 – AI and data centres are driving electricity demand higher
16:11 – Investment opportunities across Australian miners
23:27 – ETFs for investing in the electrification theme
24:22 – How Bryce and Ren are approaching the opportunity
27:07 – Final thoughts on Australia’s green metals future
Stocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn…
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Pet Care: Australia Has More Pets Than People | The Decade Ahead
12 juli 2026 · 36 min
There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in the world. In this episode of The Decade Ahead, Bryce and Ren unpack the trends driving the boom, the companies positioned to benefit, and whether this is a theme investors should be watching over the next decade. Lees meer
In this episode:
00:00 - Why the pet economy is booming
03:50 - Australia's pet population and spending habits
07:18 - Why younger generations are choosing pets over kids
11:56 - Where the money is going in pet care
16:44 - Australia's biggest pet businesses
21:51 - The trends driving the next decade of pet care
24:35 - Risks investors should consider
25:57 - How to invest in the pet care theme
Stocks & ETFs Mentioned: Ebos Group (ASX: EBO), Nestlé (SIX: NESN), Colgate-Palmolive (NYSE: CL), Freshpet (NASDAQ: FRPT), Zoetis (NYSE: ZTS), IDEXX Laboratories (NASDAQ: IDXX), Chewy (NYSE: CHWY), ProShares Pet Care ETF (BATS: PAWZ), Mastercard (NYSE: MA)
This episode of The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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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
Researc…
-
Longevity: Can We Add Another 30 Years? | The Decade Ahead
8 juli 2026 · 32 min
People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores the trends reshaping healthcare, the companies leading the charge, and how investors can gain exposure to one of the world's fastest-growing industries. Lees meer
In this episode:
00:00 – Why longevity is becoming a major investment theme
03:16 – The $3.5 trillion biotech opportunity & the rise of the longevity economy
07:58 – AI, peptides & personalised medicine driving medical breakthroughs
14:56 – The risks: regulation, clinical trial failures & tariffs
17:47 – Partner message from ANZ Business Start Right
19:22 – The biggest opportunities in biotech over the next decade
20:25 – The companies leading the biotech revolution
27:13 – ETFs and how to invest in Biotech & Longevity
Stocks & ETFs Mentioned: CSL (ASX: CSL), Pfizer (NYSE: PFE), Merck (NYSE: MRK), Johnson & Johnson (NYSE: JNJ), Roche, AstraZeneca (LSE: AZN), AbbVie (NYSE: ABBV), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Vertex Pharmaceuticals (NASDAQ: VRTX), Regeneron Pharmaceuticals (NASDAQ: REGN), Moderna (NASDAQ: MRNA), BioNTech (NASDAQ: BNTX), Unity Biotechnology (NASDAQ: UBX), BioAge Labs (NASDAQ: BIOA), Recursion Pharmaceuticals (NASDAQ: RXRX), ResMed (ASX: RMD), Cochlear (ASX: COH), Sonic Healthcare (ASX: SHL), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Mesoblast (ASX: MSB), VanEck Global Healthcare Leaders ETF (ASX: HLTH), iShares Global Healthcare ETF (ASX: IXJ), Betashares Global Healthcare Currency Hedged ETF (ASX: DRUG), iShares U.S. Pharmaceuticals ETF, iShares Biotechnology ETF (NYSEARCA: IBB), SPDR S&P Biotech ETF (NYSEARCA: XBI), ARK Genomic Revolution ETF (BATS: ARKG), Range Cancer Therapeutics ETF (CANC)
This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/sta…
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Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
5 juli 2026 · 37 min
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport. Lees meer
In this episode:
00:00 - EV Adoption Has Reached a Tipping Point
07:17 - Why Robotaxis are the Next Chapter of the EV Story
09:25 - Understanding the Six Levels of Autonomous Driving
14:22 - Waymo, Tesla and the Global Robotaxi Race
22:33 - The Biggest Risks: Technology, Regulation and Trust
29:47 - Investing in Robotaxis: Companies and ETFs to Watch
35:20 - Will Australia Keep Up?
Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX).
This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
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Looking for some of our favourite research tools?
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Or our free 4-step stock chec…
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Why gold fell when war broke out (and what that tells you)
2 juli 2026 · 47 min
Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explaining what really drives the gold price, why investors misunderstand its role in a portfolio, and whether Bitcoin deserves to be called digital gold. Lees meer
In this episode:
00:00 Introduction
02:29 Jordan's Investment Journey
05:58 Inside the Gold Frenzy
09:00 Why Gold Fell
13:44 What Drives Gold Prices
16:41 Why Gold Still Matters
24:41 Long-Term Gold Demand
31:01 Gold in Your Portfolio
34:27 Bitcoin Versus Gold
39:51 Ways to Invest in Gold
42:23 Final Advice for Investors
Thanks to ABC Bullion for sponsoring this episode and helping to keep our content free. Listeners can learn more about ABC Bullion and access the precious metals market 24/7 via www.abcbullion.com.
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To check out LendUs head to https://www.lendus.com.au/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 (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…
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Our Monthly Portfolio Update - June 2026
1 juli 2026 · 32 min
Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead. Lees meer
In this episode:
00:00 – Portfolio update & Big Announcement
02:58 – June market recap & what moved global markets
06:43 – Bryce’s portfolio: healthcare rebound & standout performers
14:24 – Ren’s portfolio: deploying capital into active managers
18:02 – Can active managers beat the index?
22:58 – Bryce’s full portfolio breakdown
25:50 – Ren’s full portfolio breakdown
30:10 – What's Next & The Decade Ahead preview
Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Taiwan Semiconductor Manufacturing Company (NYSE: TSMC), Catapult Group (ASX: CAT), Shopify (NASDAQ: SHOP), Spotify (NYSE: SPOT), Mercado Libre (NASDAQ: MELI), Macquarie Group (ASX: MQG), Sea Limited (NYSE: SE), QXO (NYSE: QXO), ASX: G200, ASX: GGUS, ASX: IVV, ASX: VAE, ASX: VEQ, Betashares Global Banks ETF (ASX: BNKS), Betashares Japan ETF (ASX: HJPN), Betashares Gold Bullion ETF Currency Hedged (ASX: QAU), ASX: WIRE, ASX: GHHF, ASX: EXUS, ASX: BEMG, ASX: ECRD, ASX: ROYL, ASX: CIIH, ASX: ASIA, Five V Capital Horizons, Schroders Specialist Private Equity Fund, Hamilton Lane Global Private Equity, Plato Global Alpha, Monroe Global Growth, Loftus Peak Global Disruption, Monroe Small & Mid Caps, Ophir Global Opportunities Fund, Seneca Australian Small Companies Fund, Fairlight Small & Mid C…
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Alan Kohler fixes Australia - Housing, AI, Childcare & Energy
29 juni 2026 · 39 min
Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink. Lees meer
Whether you agree or disagree, this conversation challenges some of Australia's biggest economic assumptions.
In this episode:
00:00 Welcome Alan
02:30 Why Housing Must Change
05:40 Housing Supply Solutions
09:06 Immigration And Housing
13:05 Fixing Childcare
19:11 Net Zero Reality
22:02 Preparing For Warming
26:18 AI Government Blind Spot
30:23 AI's Business Economics
33:19 Government's Bigger Role
🎟️ FinFest 2026 is coming! Join over 2,000 investors at Carriageworks, Sydney on 24 October. Grab your tickets: https://equitymates.com/finfest
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To check out LendUs head to https://www.lendus.com.au/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 (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. …
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Meta copies another product, we’re beating the market & the chase for Warren Buffett continues
28 juni 2026 · 24 min
Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one). Lees meer
In this episode:
00:00 – Meta’s prediction markets play
04:55 – Oil prices & what it means for petrol prices
08:24 – Community Portfolio: halfway performance review
11:46 – Biggest winners, biggest losers & portfolio decisions
14:17 – Should the Community Portfolio sell Bitcoin?
15:56 – The latest update in our quest to get Warren Buffett on the pod
21:23 – The Decade Ahead series tease
Stocks & ETFs Mentioned: Meta Platforms (NASDAQ: META), Brent Crude (ICE: BRN), West Texas Intermediate (WTI), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Alphabet (NASDAQ: GOOGL), Bitcoin, PWR Holdings (ASX: PWH), ResMed (ASX: RMD), NanoVue, PlaySide Studios (ASX: PLY), Link Minerals, GE Vernova (NYSE: GEV), Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
———
To check out LendUs head to https://www.lendus.com.au/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 (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
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Looking for some of …
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Copper: The metal at the centre of everything with William Taylor
25 juni 2026 · 41 min
Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the world’s most important metals. Lees meer
In this episode:
00:00 – Why copper is becoming critical to the global economy
02:05 – Introducing William Taylor | ETF Shares
04:09 – AI, data centres and the new source of copper demand
07:43 – Urbanisation, emerging markets and long-term demand growth
10:12 – The global copper supply bottleneck
16:21 – Copper prices, cycles and the investment outlook
27:29 – Why invest in a copper ETF rather than individual miners?
31:15 – Inside ETF Shares’ CPPR copper ETF
ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW)
To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr
The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au.
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To check out LendUs head to https://www.lendus.com.au/equitymates
Want to get involved in the podcast? Record a voice note or send us a message
And come a…
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More bad news for property, the best way to invest & Pimp My Portfolio with Matt Ingram
24 juni 2026 · 35 min
Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation. Lees meer
Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all.
In this episode:
00:00 – Australian property market shows signs of cooling
02:42 – SMSF property tax concessions under pressure
04:39 – Auction clearance rates fall below 50%
08:17 – UK political turmoil and another Prime Minister resignation
11:12 – WiseTech, founder risk and the Richard White investigation
14:25 – Pimp My Portfolio: Seb’s ETF and stock portfolio reviewed
26:18 – The 100-year stock market study that changes how you invest
33:37 – Why indexing remains one of the simplest investing strategies
Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA)
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To check out LendUs head to https://www.lendus.com.au/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 (Apple | Spotify)
We…
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Ask an Adviser: 4 case studies on the new CGT changes with Alex Luck
22 juni 2026 · 32 min
The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient. Lees meer
In this episode:
00:00 Budget Investing Changes
01:29 ETF Tax Case Studies
04:04 Tax Winners and Losers
07:26 Why Growth Still Wins
11:35 Property vs Shares
15:20 Negative Gearing Impact
17:08 New Leverage Strategies
19:33 Will Investors Leave Property?
23:23 Dividend vs Growth Investing
25:35 Retirement and FIRE Changes
30:16 Final Investing Takeaways
Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ)
You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF
If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch.
To check out LendUs head to https://www.lendus.com.au/equitymates
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 in…
-
What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren
21 juni 2026 · 27 min
What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market overreacting, or is the sell-off justified? Lees meer
In this episode:
00:00 – FIFA’s hydration breaks & the hidden ad revenue opportunity
04:36 – The Knicks’ success & Madison Square Garden’s stock surge
05:57 – UFC’s expensive White House event & investor reaction
07:37 – Ice Cube’s Big3 basketball league heads for IPO
09:42 – Mr Beat Up scorecard: reviewing previous picks
11:34 – Hims & Hers Health & its rollercoaster journey
16:22 – Applying the four-step stock checklist
23:35 – Our Valuation verdict
ETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims & Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO)
To check out LendUs head to https://www.lendus.com.au/equitymates
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 Point…
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Where Bonds Go, Stocks Follow with Sam Watkins
18 juni 2026 · 39 min
Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering compelling income and portfolio protection. Lees meer
In this episode:
00:00 – What the bond market is telling investors
04:31 – Why bond yields are rising around the world
08:31 – Government debt, deficits and fiscal sustainability
12:00 – Interest rate outlook: Australia and the US
15:50 – Warren Buffett's warning on higher rates
17:55 – AI euphoria vs bond market reality
20:59 – PIMCO's base case for the economy
23:48 – Why bonds are attractive again
33:31 – How investors can access fixed income today
Stocks & ETFs mentioned: PIMCO Short-Term Active Yield ETF (ASX: EARN), PIMCO Australian Bond Active ETF (ASX: PAUS), PIMCO Global Bond Active ETF (ASX: PGBF)
———
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 yo…
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Let the oil flow, our IPO warning & last chance tax moves
17 juni 2026 · 29 min
Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise your return. Lees meer
In this episode:
00:00 – US-Iran peace deal confirmed
02:12 – How markets reacted: oil, stocks & gold
07:11 – Why long-term investors should ignore short-term panic
08:13 – SpaceX becomes the largest IPO in history
10:20 – IPOs explained: how they work and how they're priced
14:57 – The hidden risks of buying hot IPOs
21:42 – EOFY tax checklist for investors
27:30 – Avoiding common tax-time mistakes
ETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE)
Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/
Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply
———
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 stoc…
-
Chris Judd Thinks You're Wrong About Rates, Bonds and AI
15 juni 2026 · 48 min
Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia’s productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends. Lees meer
In this episode:
00:00 – Chris changes his view on Australian small caps
03:24 – Iran, the Strait of Hormuz and why energy matters
08:07 – Is Australia at the top of the rate cycle?
09:24 – Why Chris disagrees with consensus on US rates
13:54 – The real bubble is in bonds
19:17 – Will AI create a productivity boom?
24:07 – Positioning the portfolio for the AI race
31:23 – Australia's gas tax and energy policy debate
35:51 – Gold, central banks and sovereign reserves
41:23 – The most overlooked investment themes
43:47 – The best business Chris has ever seen: Tether
45:33 – Why Claude is his investing tool of choice
46:19 – Final investing advice: know your game
ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US Dollar
For Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news…
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Global inflation is back, our search for Warren Buffett continues & your ETF portfolio questions answered
14 juni 2026 · 33 min
Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adjusting a core ETF portfolio. Lees meer
In this episode:
00:00 – Inflation returns as a global concern
04:36 – Australian housing wobbles and bank shorts rise
07:37 – The latest update in the Warren Buffett quest
11:31 – Billboard & other ideas to get Buffett’s attention
17:19 - Mobilising the Equity Mates Community
21:11 – Core vs satellite portfolios explained
23:19 – DHHF vs building your own ETF portfolio
26:16 – Portfolio weighting, CGT events and hedging
ETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200)
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
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Looking for some of our favourite research tools?
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Tra…
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The Case For Owning Fewer, Better Stocks with Stephen Arnold
11 juni 2026 · 41 min
Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aoris’ quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable advantages, strong cultures and long runways for growth. Lees meer
In this episode:
00:00 – Why Aoris runs a concentrated portfolio
02:22 – What “quality-first value investing” means
07:52 – Red flags and Aoris’ no-go zones
09:29 – Compass Group: The world's largest contract caterer
18:29 – Cintas: The boring compounder hiding in plain sight
25:06 – The importance of defining what not to buy
27:13 – Why Aoris avoids banks, mining, biotech and more
35:19 – Why only 15 stocks and lessons for investors
Thanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged).
Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/
ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
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The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio
10 juni 2026 · 34 min
The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio. Lees meer
In this episode:
00:00 — The $400 billion AI market stress test
01:31 — SpaceX IPO demand explodes
05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital
09:11 — Why IPO investors should slow down
10:40 — South Korea’s AI-fuelled bonus boom
14:13 — Bryce reveals his stock thesis cards
15:48 — Intuitive Surgical: thesis, risks and valuation
23:15 — Community Portfolio update and Bitcoin review
26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitch
ETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)
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Want to get involved in the podcast? Record a voice note or send us a message
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The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business
8 juni 2026 · 1 uur 5 min
Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup idea to global healthcare platform. He shares what it was really like in the deal room, the early lessons from Koala and digital marketing, how GLP-1 medications transformed the business, why Australia needs better startup infrastructure, and what founders can learn about risk, ambition and building at scale. Lees meer
In this episode:
00:00 – The $1.6 billion exit and signing day chaos
02:49 – Why Eucalyptus decided to sell
10:31 – The origins of Eucalyptus and early startup lessons
17:54 – Good businesses, bad businesses and portfolio thinking
26:34 – Building telehealth amid industry criticism
30:52 – How GLP-1s changed everything
40:53 – AI, startups and the next technology wave
47:50 – ESOPs, startup talent and the future of Australia’s ecosystem
ETFs and Stocks mentioned: Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Amazon (NASDAQ: AMZN), Netflix (NASDAQ: NFLX), Atlassian (NASDAQ: TEAM), Woolworths Group (ASX: WOW)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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This podcast is intended for education and entertainment p…
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What Australians have been buying and selling in 2026
4 juni 2026 · 19 min
What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks and themes attracting the most capital. From buying the dip in quality companies to piling into leveraged ETFs, gold, critical minerals and defence, this episode reveals how retail investors navigated a year defined by geopolitical tensions, inflation concerns and market swings. Lees meer
In this episode:
00:00 – What Betashares Direct data reveals about Australian investors
01:09 – The most bought ETFs in 2026 so far
03:04 – Top individual stocks and the rise of buying the dip
06:08 – Auto-investing, market volatility and investor behaviour
08:16 – Bulls vs bears: leveraged ETFs, gold and inverse funds
12:01 – Critical minerals become the hottest thematic
15:02 – Defence spending and geopolitical investing trends
18:14 – Key lessons from retail investor behaviour
ETFs and Stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), BetaShares Nasdaq 100 ETF (ASX: NDQ), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Geared Australian Equities ETF (ASX: GEAR), CSL (ASX: CSL), Woodside Energy (ASX: WDS), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC), Pro Medicus (ASX: PME), Xero (ASX: XRO), Cochlear (ASX: COH), BetaShares Australian Equities Strong Bear ETF (ASX: BBOZ), BetaShares Energy Transition Metals ETF (ASX: XMET), Global X Copper Miners ETF (ASX: WIRE), BetaShares Global Uranium ETF (ASX: URNM), Lynas Rare Earths (ASX: LYC), BetaShares Global Defence ETF (ASX: ARMR)
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 inform…
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Housing falls post-Budget, is adding to Super worth it & Pimp my Portfolio with Owen Rask
3 juni 2026 · 36 min
Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT. Lees meer
In this episode:
00:00 – Property investing after the budget
08:41 – South Korea’s AI-fuelled stock market frenzy
12:49 – Community Question: Invest inside or outside super?
14:42 – The tax advantages of superannuation
16:25 – Flexibility, FIRE and accessing your money early
19:00 – Contribution caps, balance limits and Div 296
23:15 – Life-stage considerations when building wealth
24:34 – Pimp My Portfolio with Owen Rask and community member Marty
Stocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT)
How I Got Started Newsletter: https://getstartedinvesting.beehiiv.com/
Newsletter Sign Up: https://equitymates.com/join-our-newsletters/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spoti…
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Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
1 juni 2026 · 36 min
The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise. Lees meer
In this episode:
00:00 — Why tax changes shouldn’t derail good investing
00:55 — Budget changes and the pressure on family trusts
05:14 — Capital gains tax: overreaction or real risk?
09:01 — How accumulators should think about structures
15:31 — Has the case for investment property changed?
17:22 — Property, leverage and negative gearing
19:23 — Global equities, AI and portfolio positioning
23:14 — Why Australian equities look less compelling
25:01 — Private credit and understanding the risks
28:14 — Infrastructure’s role in portfolios
32:49 — Charlie’s key actions for investors this year
If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch.
Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
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Looking for some of our favourite research tools?
Download our free Basics of ETF han…
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Our Monthly Portfolio Update - May 2026
31 mei 2026 · 34 min
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost. Lees meer
In this episode:
00:00 - May: The month of portfolio changes
01:49 - News & markets driving these changes
03:21 - Portfolio performance overviews
05:53 - Bryce’s thesis cards and portfolio sells
12:00 - Ren trims down his individual stocks
15:54 - Active managers vs index ETFs discussion
21:29 - Bryce’s full portfolio breakdown
26:27 - Ren’s full portfolio breakdown
Stocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS)
Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/
Resources Reference: Dr David Allen Interview on Equity Mates.
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A…
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Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
28 mei 2026 · 46 min
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how investors can separate hype from real revenue, and why the best opportunities may still be early. Lees meer
In this episode:
00:00 Cheaper to hire a human than to use AI?
01:51 What's changed since Anshu was last on
03:50 The third AI inflection point explained
06:26 Are we still early in the AI investment cycle?
08:05 The warning signs of an AI bubble
11:28 Why most investors get disruption wrong
16:36 How Loftus finds the best company in a trend
19:37 Humanoid robots: hype or reality?
24:56 Inside China's robotics ecosystem
26:11 Beijing Auto Show: the battery that changed his mind
27:52 Sodium-ion batteries and the next leg of EVs
32:01 So where does Tesla fit in now?
36:55 Knowing when to sell a disruptive stock
39:08 Why Loftus has been in and out of NVIDIA 4 times
42:28 Anshu's best company ever, book pick and advice
ETFs and Stocks mentioned: Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPHD), NVIDIA (NASDAQ: NVDA), Eli Lilly (NYSE: LLY), Datadog (NASDAQ: DDOG), Samsara (NYSE: IOT), Meta Platforms (NASDAQ: META), Tencent (HKEX: 0700), CATL (SZSE: 300750), BYD (HKEX: 1211), Tesla (NASDAQ: TSLA), WeRide (NASDAQ: WRD), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN)
Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip
This episode has been sponsored by Loftus Peak.
Support from partners like Loftus Peak help us keep all our content free.
If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here.
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Want to get in…
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Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
27 mei 2026 · 34 min
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio. Lees meer
In this episode:
00:00 – The Enhanced Games fail to deliver superhuman results
05:18 – Eli Lilly’s new weight loss drug shocks the market
10:49 – Where's Warren: Our Mission to Interview Warren Buffett
15:03 – Calling Omaha to track down Buffett
16:48 – Geoff Wilson gets us one step closer
20:09 – The plan to contact Buffett’s longtime assistant
22:28 – Community Portfolio update: Are we beating the market?
24:29 – Josh pitches ResMed for the Community Portfolio
Enhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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Equity Mates Investing is a product…
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After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
25 mei 2026 · 37 min
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares. Lees meer
If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/
In this episode:
00:00 – Why the budget changes aren’t a reason to panic
02:38 – Negative gearing explained and what changes after the budget
07:32 – Should investors rethink property, trusts and growth assets?
12:48 – Lump sum investing vs dollar cost averaging
15:17 – Property vs shares: where would Julie put $1 million?
20:43 – Is debt recycling actually worth it?
23:45 – Superannuation strategy, consolidation and fees
28:23 – Managing money as couples, property structuring and planning for kids
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
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Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
24 mei 2026 · 41 min
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio. Lees meer
In this episode:
00:00 Nvidia’s AI boom keeps booming
05:24 Google Glass is back?
09:43 SpaceX files its prospectus
16:45 X Marks the Stock
21:08 SharonAI: the AI Infrastructure stock buzzing on X
28:15 Pimp My Portfolio with Luke Laretive
30:17 Reviewing the core ETF portfolio
33:19 Catapult, Qantas and stock picking discipline
Stocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody’s (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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Looking for some of our favourite research tools?
Downlo…
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Why private equity investors aren’t panicking about AI
21 mei 2026 · 46 min
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies globally. Lees meer
In this episode:
00:00 - Is AI Killing Software?
03:04 - Introducing Claire Smith
05:02 - SaaS Sell-Off: Public vs Private Markets
07:41 - Building an AI Threat Matrix
13:38 - AI Opportunities Inside Private Equity
18:37 - Boring Businesses with Sticky Revenues
25:26 - How Schroders Assesses Private Equity Managers
34:06 - Adding Private Equity to a Portfolio
ETFs and stocks mentioned: Rio Tinto (ASX: RIO), Telstra (ASX: TLS), Commonwealth Bank (ASX: CBA), Foster’s, Atlassian (NASDAQ: TEAM), monday.com (NASDAQ: MNDY), Microsoft (NASDAQ: MSFT), OpenAI, Meta (NASDAQ: META), Nvidia (NASDAQ: NVDA), Spotify (NYSE: SPOT).
To deepen your understanding of investing in small to mid-cap semi-liquid private equity, visit Schroders Australia's private equity hub.
Newsletter recommendation: https://pefox.com/
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/p…
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Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
20 mei 2026 · 25 min
Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for your portfolio, how energy prices are driving global inflation fears, and why Trump only really fears the bond market. Then the boys’ mortgage broker Chris Bates drops in to break down the Australian budget changes that could completely reshape property investing, rentvesting, and how Aussies build wealth. Lees meer
Looking for professional mortgage advice? https://equitymates.com/advice/
In this episode:
00:00 Bond Market Panic Begins
00:46 FinFest Announcement
01:31 Inflation Fears Hit Markets
05:10 Elon Musk vs OpenAI Comes to an End
06:24 OpenAI & Anthropic IPO Race
09:04 Big 4 Banks Are Pocketing Your Rate Rises
11:40 Budget Changes Property Investing
14:35 Why Rentvesting Is Dead
15:50 Which Property Prices Could Fall
18:49 New Wealth Strategy for Australians
21:45 Why Shares Could Benefit
23:14 What Investors Should Do Now
23:59 Episode Wrap-Up
Stocks & ETFs mentioned: Microsoft (NASDAQ: MSFT), Tesla (NASDAQ: TSLA), Commonwealth Bank (ASX: CBA), ANZ Group (ASX: ANZ), NAB (ASX: NAB), Westpac (ASX: WBC)
Australia's biggest investing festival is back.
We're calling all bulls, bears and party animals to come trade ideas at Carriageworks on Saturday 24 October. 50+ sessions across 5 stages, food trucks, bars, a mechanical bull, and 2,500+ investors in one room. This is a finance event like no other.
Early bird tickets are now on sale for only $40 - secure yours before they run out!
FinFest is proudly brought to you by Betashares.
equitymates.com/finfest
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And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
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How AI improves the investing process with Arms Rosenberg
18 mei 2026 · 46 min
AI is everywhere in markets, but is it actually changing how great investors pick stocks? Bryce and Alec sit down with Armina Rosenberg, co-founder and portfolio manager at Minotaur Capital, to unpack how her team uses AI across idea generation, research, financial modelling, thesis validation and risk management. Lees meer
From spotting structural change across thousands of articles to testing whether SaaS stocks are facing an AI reckoning, we take a practical look at where AI is genuinely useful, where humans still have the edge, and how everyday investors can start using it without switching their brain off.
In this episode:
00:00 AI and the future of stock picking
01:18 Armina’s first investment
04:05 How AI improves a fundamental investing process
10:06 Can AI run a portfolio?
13:11 Where AI beats humans and where it fails
16:08 Managing hallucinations and AI risk
22:50 AI, SaaS and the changing market landscape
32:31 Stocks on the radar: Leapmotor and Cover Corp
Stocks and ETFs mentioned: Whitehaven Coal (ASX: WHC), UBS (NYSE: UBS), Axon Enterprise (NASDAQ: AXON), Block (NYSE: SQ), Tesla (NASDAQ: TSLA), Miniso (NYSE: MNSO), Pop Mart (HKEX: 9992), WiseTech Global (ASX: WTC), Bumble (NASDAQ: BMBL), Twilio (NYSE: TWLO), Bandwidth (NASDAQ: BAND), Five9 (NASDAQ: FIVN), Atlassian (NASDAQ: TEAM), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), Prismian (BIT: PRY), NextEra Energy (NYSE: NEE), monday.com (NASDAQ: MNDY), DocuSign (NASDAQ: DOCU), Xero (ASX: XRO), Leapmotor (HKEX: 9863), Dahua Technology (SZSE: 002236), Hikvision (SZSE: 002415), Stellantis (NYSE: STLA), BYD (HKEX: 1211), Cover Corporation (TYO: 5253), Anycolor (TYO: 5032), JPMorgan Chase (NYSE: JPM), UniCredit (BIT: UCG)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
17 mei 2026 · 33 min
Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL’s brutal fall from grace, and whether TransMedics’ organ transplant technology can justify the risk after its share price has been cut by two-thirds. Lees meer
In this episode:
00:00 — Intro & Welcome Mr Beat Up
01:31 — Budget Fallout Hits Banks & Housing Stocks
03:14 — BHP Overtakes CBA as Australia’s Biggest Company
06:06 — CSL Falls Out Of The ASX Top 10
09:38 — New Fed Chair & Rising US Inflation
11:51 — Mr Beat Up: TransMedics
15:05 — Why TransMedics Is Beaten Down?
18:31 — The Bull Case: 4-Step Stock Checklist
21:39 — How Big is the Moat?
25:21 — Can it Reinvest it's Profits Productively?
27:05 — Is TMDX an Affordable Stock?
29:06 — The Final Verdict
Stocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
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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
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In th…
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The $1.8 Trillion Space Opportunity with Hugh Lam
14 mei 2026 · 37 min
The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weather. Lees meer
Bryce and Ren are joined by Betashares investment strategist Hugh Lam to unpack falling launch costs, satellite internet, data-as-a-service, defence, tourism, SpaceX hype and why ETFs may offer a diversified way to access the theme.
In this episode:
00:00 — The US$630 billion space economy
01:32 — Betashares launches Australia’s first space ETF
02:19 — Hugh Lam’s first investment
04:02 — How to think about the space economy
05:32 — Falling launch costs and satellite demand
08:00 — Data-as-a-service, Starlink and real-world use cases
16:37 — Blind ranking blue-sky space businesses
24:39 — Why ETFs may suit emerging themes like space
ETFs and stocks mentioned: Betashares Space Industry ETF (ASX: RCKT), A2 Milk (ASX: A2M), SpaceX, Starlink, Planet Labs, Rocket Lab (NASDAQ: RKLB), Blue Origin, Impulse Space, Varda Space, Telstra (ASX: TLS), Qantas (ASX: QAN), Qatar Airways, Nearmap, TSMC (NYSE: TSM), Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Google (NASDAQ: GOOGL), ASML (NASDAQ: ASML)
Learn more at https://www.betashares.com.au/learn/space-etf/. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.
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.
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Want to get involved in the podcast? Record a…
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The budget hits all investors, how you can leverage into shares & is Bitcoin back?
13 mei 2026 · 47 min
The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing. Lees meer
In this episode:
00:00 The Budget Winners and Losers
01:49 Negative Gearing and Capital Gains Tax Changes Explained
07:41 What the Budget Means for Investors and Startups
15:48 Community Portfolio Update: Beating the Benchmark?
17:32 Investment Committee: Should Catapult be Sold?
25:30 Reece Pitches Bitcoin for the Portfolio
31:17 Community Question: Gearing and Leverage 101
40:20 Geared ETFs, Risk and the Efficient Frontier
ETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA)
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Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.
You’ll hear from some of Australia’s best investors, business leade…
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Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
11 mei 2026 · 30 min
Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right calls. Lees meer
Bryce and Alec are joined by Dylan Pargiter-Green from Bold Wealth to unpack the emotional, practical and tax considerations that come with sudden wealth, and why the best move might be taking a breath before doing anything.
If you’d like to speak to Dylan or anyone on our advice network head to https://equitymates.com/advice/
In this episode:
00:00 — Why windfalls matter for investors
03:25 — Inheritances, separation, bonuses and other windfalls
05:58 — Why talking about sudden wealth is so hard
08:13 — Splurging, squirrelling and the biggest windfall mistakes
11:42 — The first smart moves after money lands
16:58 — Tax, wills and why equal assets aren’t always equal
19:49 — Family conversations and inheritance planning
22:52 — SKI: spending the kids’ inheritance
25:35 — Income streams, gifting early and aged care planning
27:50 — Final takeaways: start the conversation early
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of …
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Apple’s battle with CBA, why even God can’t beat DCA & a community stock pick
10 mei 2026 · 29 min
Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a new ASX stock pitch. Plus, Riley brings the data on dollar cost averaging in Australia and proves that even God, with perfect market timing, still loses to simply getting invested and staying invested. Lees meer
In this episode:
00:00 - Intro & FinFest Save the Date
01:27 - News and Markets: Apple Takes On CBA
05:22 - AMD Results Causes AI Boom
08:39 - Iran Moves Oil & Markets
09:50 - Community Portfolio Update
14:41 - Matt Pitches PWR Holdings
20:43 - Why God Can’t Beat Dollar Cost Averaging
ETFs and Stocks mentioned: Apple (NASDAQ: AAPL), Commonwealth Bank (ASX: CBA), Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), Nvidia (NASDAQ: NVDA), Arm (NASDAQ: ARM), Qualcomm (NASDAQ: QCOM), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Global X Artificial Intelligence Infrastructure ETF, Link Minerals, PlaySide Studios (ASX: PLY), Spotify (NYSE: SPOT), Catapult (ASX: CAT), PWR Holdings (ASX: PWH), BAE Systems (LSE: BA)
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 repor…
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What’s Hot, What’s Not in Commercial Property with Jason Huljich
7 mei 2026 · 32 min
Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail. Lees meer
Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates
In this episode:
00:00 — Tariffs, inflation and commercial property
01:16 — What’s changed since Jason’s last visit
02:29 — How rates and inflation flow through property
05:32 — What investors should watch right now
09:01 — Time in the market for commercial property
12:25 — Buying when others are fearful
15:53 — Industrial, logistics and data centres
26:53 — How investors can think about listed vs unlisted property
Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)
———
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
———
In the spi…
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The fastest market recovery ever, 3 companies we both own & why stocks beat property
6 mei 2026 · 30 min
Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property. Lees meer
In this episode:
00:00 — The fastest market rebound ever
03:59 — Iran conflict, oil and market implications
05:49 — RBA lifts rates back to 4.35%
07:34 — Budget watch: housing, tax and spending cuts
13:08 — Earnings season and big tech’s huge numbers
15:18 — Alphabet smashes expectations
19:14 — Berkshire Hathaway’s record cash pile
22:10 — Eli Lilly Earnings Results
24:21 — Shares vs property: the long-term numbers
Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)
Links to resources mentioned:
Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/
Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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 …
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A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
4 mei 2026 · 58 min
From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable, they’re just not being tackled long-term. Lees meer
We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.
Chapters:
00:00 – Introducing David Pocock: from Wallabies captain to parliament
03:04 – Quickfire: Pocock’s backstory, activism, and personal values
07:29 – What gives Pocock hope in Australian politics?
09:24 – The problem with short-term decision making in government
11:08 – Money, lobbying, and incentives in politics
20:57 – Gas tax: why Australians aren’t getting paid for their resources
30:04 – Housing crisis: supply vs tax reform and structural issues
38:36 – Gambling ads and the failure of partial bans
45:31 – AI, jobs, and why Australia isn’t prepared
51:08 – Where political pressure is actually working
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
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
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and c…