Equity Mates Investing Podcast
Alle afleveringen
1.225 afleveringen, van nieuw naar oud
-
Our Monthly Portfolio Update - April 2026
3 mei 2026 · 36 min
Bryce and Alec are back with their May portfolio update, looking back on April’s performance across their core ETFs, satellite stocks, income sleeve, crypto and active managers. It’s a strong month on paper, but the real story is underneath the surface: Spotify’s sharp post-earnings drop, TSMC’s monster quarter, and Alec’s growing conviction that infrastructure could play a bigger role in an income-focused portfolio. Lees meer
Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates
In this episode:
00:00 – Welcome back: April portfolio review and what’s on the agenda
01:26 – Bryce’s portfolio: core ETFs, satellite positions and active managers
07:28 – Alec’s portfolio: DCA, income sleeve and infrastructure ideas
17:32 – Reporting season begins: why US earnings matter for their portfolios
17:52 – TSMC deep dive: AI demand, margins and valuation
22:58 – Spotify earnings recap: strong numbers, weak market reaction
25:26 – Four-step stock checklist: is Spotify still a hold?
34:06 – What’s next: upcoming earnings, thesis reviews and portfolio decisions
Stocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join th…
-
The How’s and Why’s of Private Credit with Henry Holm
30 april 2026 · 32 min
Private credit has gone from niche to one of the fastest-growing parts of investing, but most people still don’t fully understand how it works, why borrowers use it, or where the risks sit. Lees meer
In this episode, Bryce and Alec sit down with Balmain’s Henry Holm to unpack the private credit boom in Australia, why banks have stepped back, how non-bank lenders create value, and what investors should look for before backing a manager.
If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visit balmain.com.au/equitymates.
In this episode:
00:00 — Why private credit is having a moment
01:24 — Henry Holm’s first investment lesson
02:25 — Why private credit exists
03:32 — How the Australian market has changed since the GFC
08:45 — A real-world private credit deal in Sydney
12:28 — Bank competition, underwriting risk, and red flags
17:30 — US private credit stress vs Australia’s market
22:59 — How to assess a private credit manager
26:56 — Red flags investors should watch for
28:06 — Best deal & best company you’ve ever discovered
29:47 — Investing resources and reading list
30:49 — Advice for young investors
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
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 reconciliati…
-
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
29 april 2026 · 31 min
Bryce, Ren and Simon unpack how Amazon, Google and Meta are shifting billions offshore while keeping tax bills low in Australia, why the Elon Musk v Sam Altman courtroom battle matters far beyond tech gossip, and whether Mr Beat Up's 65% "catalyst" stock is a buying opportunity or a fair reflection of deeper structural risks. Lees meer
In this episode:
00:00 Welcome & Special Co-Host
01:06 Big Tech Tax Loopholes
04:25 Musk vs Altman Goes to Court
07:25 Strong US Earnings Q1 Results
11:05 Mr Beat Up is Back
12:11 Stock Breakdown
13:42 Why the Stock Is Down 65%
18:04 Four-Step Stock Checklist Analysis
24:53 FIFA World Cup Catalyst
27:26 Final Investment Verdict
Stocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT)
*This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7.
Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858
———
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 Goo…
-
Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
27 april 2026 · 34 min
From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors. Lees meer
In this episode:
00:00 Listener Mailbag Intro
01:13 Market Volatility & Staying Calm
02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources
06:54 Moving Holdings Between Brokerage Platforms
09:51 ETF Strategy for Older Investors
13:01 Investing for Kids & Tax Considerations
15:18 Rebalancing Portfolio to Geared Products
17:31 Micro-Investing vs ETF Costs
19:30 US Stocks Tax Implications
20:24 Why Infrastructure in Portfolios is a MUST
22:35 Super Catch Up Contributions Explained
24:52 Investing in Property During Interest Rate Hikes
25:49 CGT Discount Drop Discussion & Property Outlook
27:29 When to Sell an Investment Property
30:14 Final Question: Pay Down Mortgage or Invest?
ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)
———
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 t…
-
Which Aussie software stocks are ready to rebound with Jared Pohl
23 april 2026 · 38 min
Software stocks have been smashed as AI hype reshapes the market narrative, but is this a structural shift or a classic overreaction? Bryce and Alec sit down with ECP’s Jared Pohl to unpack what’s really changed, what hasn’t, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger. Lees meer
Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at https://ecpam.com.
In this episode:
00:00 The software sell-off and big question for investors
00:47 Jared Paul joins: owning losses and market reality
02:09 Has anything fundamentally changed for growth investors?
03:37 How deep the software sell-off really is
05:14 Why software isn’t the real moat
08:11 Which software companies are actually at risk
13:43 Valuations reset: opportunity or warning sign?
18:21 The bull case: AI-driven productivity and future upside
22:37 Real productivity gains vs AI washing
25:34 Quick fire: Top ASX tech stocks (At risk or not?)
32:26 Basically a value manage now - position sizing in the chaos
34:31 The final three: best business, best resource, best advice
ETFs and stocks mentioned: WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT)
———
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 …
-
End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
22 april 2026 · 32 min
It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO. Lees meer
Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.
In this episode:
00:00 Intro & Episode Overview
01:54 GLP-1 Drugs Surprise Benefit
05:04 Tim Cook steps down as Apple CEO
10:57 Why Brad Jacobs and QXO have investors paying attention
15:52 Bryce's Portfolio Strategy Update
18:22 Community Q&A: GHHF, DHHF and geared ETF exposure
20:42 Community Q&A: Debt Recycling vs Borrowing to Invest
24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying
29:31 Final Thoughts & Wrap Up
Our Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBef
Stocks & ETFs mentioned:
Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)
———
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 You…
-
Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
19 april 2026 · 34 min
A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate, and a practical look at how Bryce is trying to bring more structure to his stock picking. It’s a sharp reminder that markets can get irrational fast and that having a repeatable investment process matters when the noise gets loud. Lees meer
In this episode:
00:00 - Allbirds' ditches shoes for AI
07:47 - Why LIV Golf may be running out of runway
14:39 - Bryce's new investment process
18:40 - Using the four step stock checklist
20:43 - DCFs, fair value and testing assumptions
23:35 - Cooling-off periods and writing theses
27:23 - Running the current portfolio through the framework
31:12 - Why being directionally right matters more than perfect models
ETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA)
DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis.
———
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 favou…
-
4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
16 april 2026 · 31 min
Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper? Lees meer
In this episode:
00:00 – The $25K portfolio challenge explained
00:39 – Meet the competitors (and one strategic absence?)
03:11 – Market update: rallies, war, and oil shocks
08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound
13:59 – Cam’s portfolio: uranium pain, long-term conviction
20:15 – Ally’s portfolio: biggest losses and tech pivot
24:53 – Ren takes the lead (just) and shifts strategy
29:24 – Final portfolios locked for the next quarter
Stocks & ETFs mentioned:
Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX)
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 inves…
-
Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive
15 april 2026 · 29 min
Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young. Lees meer
In this episode:
00:00 Episode Preview & Intro
01:46 Iran War Market Impact
04:44 Aston Martin Crisis Explained
08:10 Luxury Brands: Winners vs Losers
09:10 Community Portfolio
09:42 Portfolio Performance Update
11:59 Josh’s Investing Story & Pitch
13:28 EV ETF Pitch (DRIV)
13:56 EV Demand Data
16:21 Risks of the EV Boom
18:29 Pimp My Portfolio with Luke Laretive
19:13 Lachie's Portfolio Breakdown
21:02 Luke's First Impressions
22:01 Infratil (IFT) Deep Dive
24:24 Other Stock Picks Critiqued
26:15 ETF Fees and Overlap Discussed
27:20 Final Thoughts & Wrap Up
Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Downl…
-
Ask an Adviser: Why earlier is better for life insurance with Phil Thompson
13 april 2026 · 36 min
You’re working hard to build wealth, but what happens if you can’t earn an income tomorrow? In this episode, we go deep on life insurance, income protection, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn. Lees meer
If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/
In this episode:
00:00 – Why protecting wealth matters
00:40 – Meet insurance specialist Phil Thompson
02:37 – Real-life claim: tragedy, and why insurance matters
06:50 – The biggest mistake: relying on super
10:07 – DIY vs advisor: what you’re missing
13:14 – Mistakes advisors make (yes, really)
16:44 – Case study: 36-year-old with kids and a mortgage
27:12 – Super vs outside super: how to pay smarter
———
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 community. We pay our respects to their elders past and present and extend that respect …
-
Wall Street’s secret agent, talking super with your parents & Buy or Sell is back
12 april 2026 · 29 min
Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now. Lees meer
Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts.
In this episode:
00:00 War, Markets & Big Stories
04:05 Bill Ackman’s Music Industry Bet
05:51 Wild Wall St Analyst Spy Mission
12:26 Community question: How to talk to parents about Super
19:06 Buy or Sell Is Returning
21:10 Buy or Sell: DroneShield
22:27 Buy or Sell: Guzman y Gomez
23:27 Buy or Sell: NextDC
24:39 Buy or Sell: Liberty Media
26:07 Buy or Sell: Dealer's Choice
Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)
———
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 s…
-
Finding opportunities in well-known names with Ryan Joyce
9 april 2026 · 42 min
Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats. Lees meer
In this episode:
00:00 – Why the best investments can be hiding in plain sight
01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com
04:08 – Magellan’s philosophy: quality, concentration and valuation discipline
07:18 – Why big, well-known stocks still get mispriced
10:57 – Finding an edge when everyone has the same information
17:01 – Portfolio balance, volatility and stock selection
18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies
38:14 – Apple, investing resources and Ryan’s advice for young investors
ETFs & Stocks mentioned:
Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)
———
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
… -
Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch
8 april 2026 · 31 min
While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio. Lees meer
In this episode:
00:00 Market Shake-up: Housing, War & Super Changes
02:13 Auction Clearance Rates Plunge: What’s Driving It?
04:08 Will Australian Property Fall in 2026?
04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk
07:01 Australia's Fuel Supply Warning
07:45 E-Bike Demand Surge
08:36 AustralianSuper Portfolio Changes Explained
11:35 X Marks the Stock Returns
12:40 Bill Ackman Sparks Fannie & Freddie Frenzy
16:35 The X Hype Stocks: Space, AI & Infrastructure Plays
23:49 Community Portfolio 'No Brainer' Pitch
25:31 Ash Pitches Alphabet
27:09 Why Alphabet Still Wins
28:15 Apple vs Google Debate
28:52 Community Portfolio Decision: Buy or Pass?
ETFs & Stocks mentioned in this episode:
CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)
———
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 favou…
-
“There’s always a bull market somewhere in small caps” - Tobias Bucks
6 april 2026 · 49 min
If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid. Lees meer
In this episode:
0:00 What Tobias has changed his mind on
3:14 Growth investing biases and why valuation matters
9:04 Where the bull markets still exist in small caps
12:04 AI infrastructure boom: are we near peak CapEx?
18:03 Tobias’ investing process: finding quality small caps
25:25 Stock deep dive: Mueller Industries
36:06 Stock deep dive: NKT
ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX)
This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here.
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
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 Cust…
-
Koala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask
5 april 2026 · 29 min
A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio. Lees meer
In this episode:
00:00 Koala IPO Breakdown
02:57 SpaceX IPO Speculation
04:36 Eli Lilly Weight Loss Pill
06:17 Nike Stock Drops Hard
07:36 Anthropic Code Leak Shock
09:39 Iran Conflict Market Impact
10:33 Why You Stay Invested
13:21 Pimp My Portfolio with Owen Rask
13:52 John’s Portfolio Breakdown
16:53 Owen’s First Impressions
18:22 Concentration Risk Explained
20:28 Bond ETF Strategy
22:03 Portfolio Growth Focus
23:35 Gold & Defence Strategy
26:22 Geographic Diversification
Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin
———
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 community. We pay our respects to their elders past and prese…
-
The Safest Money Moves Ever Made (They hid $350 billion of gold)
2 april 2026 · 36 min
What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible. Lees meer
In this episode:
1:33 Operation Fish: Churchill moves Britain’s gold to Canada
7:34 Fort Knox: America’s gold vault and the conspiracy theories
15:21 Volvo EX90
16:05 The Atocha: the most valuable shipwreck ever recovered
24:50 The invention of money: from barter to banknotes
33:45 Voting on the safest money move of all time
This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast…
-
Our Monthly Portfolio Update - March 2026
1 april 2026 · 32 min
Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work. Lees meer
Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates
In this episode:
00:00 Monthly Portfolio Recap
00:50 Market Drop & Macro Context
02:15 Waymo Growth & Robo Taxis
04:36 Portfolio Tracking With Sharesight
05:36 Ren’s ETF Strategy & DCA
07:22 Bryce’s ETF Allocation Strategy
09:20 Ren’s Portfolio Performance
10:42 Bryce’s Portfolio Performance
15:05 Why Portfolio Construction Matters
16:11 Deploying Cash In A Downturn
17:50 Cutting Stocks Is Hard
19:51 Bryce’s Recent Stock Additions
23:59 Ren’s Borrow-To-Invest Strategy
29:50 Lessons From A Tough Month
Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSC…
-
From $1,000 to $1 million: Investing for every life stage with Peter Nevill
30 maart 2026 · 36 min
Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio. Lees meer
In this episode:
0:00 Why portfolio construction changes over time
1:18 What Peter has changed his mind on about investing
2:31 The three questions that shape every portfolio
6:05 What to do with your first $1,000
8:20 How to think about a $10,000 portfolio
10:29 What changes at $100,000
16:47 How to build a $1 million portfolio
33:08 Fees, temperament and the one rule that always matters
———
Want to get involved in the podcast? Record a voice note
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)
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
-
A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
29 maart 2026 · 33 min
Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore. Lees meer
In this episode:
0:00 Trump’s $1 billion offshore wind backflip
3:18 Meta and Google lawsuits heat up
6:25 Australia’s inflation print and diesel shortages
8:14 Iran tensions, oil prices and staying invested
11:29 Community Portfolio pitch: Spotify
20:14 Community Portfolio update vs DHHF
22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks
Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)
———
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…
-
Is your portfolio actually built for the long run? | Kerry Craig
26 maart 2026 · 39 min
Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger. Lees meer
In this episode:
00:00 Why Asset Allocation Matters
02:28 Kerry Craig’s First Investment
04:07 What Retail Investors Get Wrong
08:38 What is a Model Portfolio?
15:00 The Case for Bonds
20:18 Strategic Asset Allocation Explained
JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.
This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.
Calling all bulls, bears and party animals!
The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.
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 leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.
Leave inspired, better informed, and ready to take the next step on your investing journey.
Register your interest for early bird tickets at equitymates.com/finfest
———
Want to ge…
-
Our gas tax proposal, a biotech stock pitch & the latest on property prices
25 maart 2026 · 34 min
What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky. Lees meer
In this episode:
0:00 Meta abandons the metaverse after $80B
6:00 Oil shock, Iran tensions & market reactions
9:00 Why long-term investors shouldn’t panic
12:30 Aussie gas tax debate explained
16:40 Community stock pitch: Telix Pharmaceuticals
19:50 Portfolio update & performance check-in
20:30 Australian property market: what’s happening now
Stocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL)
Calling all bulls, bears and party animals!
The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.
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 leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.
Leave inspired, better informed, and ready to take the next step on your investing journey.
Register your interest for early bird tickets at equitymates.com/finfest
———
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…
-
The Data Signals That Predict Winning (and Losing) Stocks with Dr. David Allen
23 maart 2026 · 49 min
What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine. Lees meer
In this episode:
0:00 Dave Allen’s investing journey
4:30 Measuring geopolitical risk
9:30 What is quant (and “quantamental”) investing?
14:30 Why growth forecasts can destroy returns
17:30 Using AI to analyse earnings calls
28:30 The red flags system explained
42:00 Current shorts + best companies
Stocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN)
Dave's Recommendations:
When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverage
Moneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing)
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 late…
-
Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
22 maart 2026 · 28 min
Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it. Lees meer
In this episode:
0:00 Global markets update: rates & inflation
3:16 Why Australia is out of sync with the world
4:31 Oil surge and the obvious trade
7:08 SPIVA report: active vs passive
9:12 Best performing active ETFs in Australia
14:55 ETF deep dive: what’s inside the winners
15:39 Community question: should you use a trust?
Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)
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 …
-
Think beyond dividends: Income options for all investors with Tom Wickenden
19 maart 2026 · 36 min
Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it. Lees meer
In this episode:
0:00 Why income investing is booming (even for younger investors)
6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond
12:45 ETF jargon decoded: dividend vs high yield vs options strategies
18:30 Royalties explained (and why they’re so powerful)
22:00 Leveraged credit ETFs and the role of gearing
26:20 Building an all-weather income portfolio
32:00 Final thoughts + investing advice
Stocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)
Podcasts mentioned: Odd Lots
If you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.
Want to get involved in the podcast? Record a voice note or send …
-
Bryce’s top 5 healthcare picks, 2 quality additions to the Community Portfolio & Gen Z’s $6 billion boom
18 maart 2026 · 34 min
In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio. Lees meer
0:00 The Gen Z $6b boom
5:30 How to invest in the trend
7:20 Building a healthcare portfolio
8:40 Eli Lilly & GLP-1 dominance
10:30 ProMedicus & Intuitive Surgical
14:05 TransMedics & CSL breakdown
20:50 Community portfolio updates + Ashleigh's Caterpillar pitch
Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)
———
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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
Hosted on Acast. See aca…
-
Ask an Adviser: Why building wealth starts with cash flow - Alex Luck
16 maart 2026 · 44 min
Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest. Lees meer
In this episode:
0:00 Why cashflow is the foundation of every financial plan
4:45 The truth about what people think they save vs reality
11:40 The bucket system: a simple way to manage spending
18:20 Setting up accounts for couples and avoiding money arguments
24:25 Why improving cashflow can bring financial goals forward years
27:23 Tax optimisation: salary packaging, novated leases & common mistakes
36:43 Super, trusts and structuring your investments properly
———
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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
-
We're panic buying & the most bullish Mr Beat Up yet
15 maart 2026 · 30 min
Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity? Lees meer
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 leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.
Leave inspired, better informed, and ready to take the next step on your investing journey.
Register your interest for early bird tickets at equitymates.com/finfest
In this episode:
00:00 Why markets panicked last week (and why we were buying)
02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears
05:06 The real lesson: market drops happen more often than you think
07:42 Why simple investing strategies beat panic selling
09:09 Panic buying: how we approached the dip
10:21 Mr. Beat Up returns: analysing an 80% stock crash
14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)
17:12 Does Duolingo actually have a moat?
24:57 Valuation check: is the stock now mispriced?
Clip featured from Bloomberg News, watch the full interview here.
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on You…
-
What an AI-Powered Future Could Look Like with Alex Pollak
12 maart 2026 · 40 min
Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out. Lees meer
This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.
If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.
In this episode:
00:00 Why now is the time to talk AI disruption again
2:49 Alex Pollak joins: from journalism to investing
6:58 Nvidia, AI winners and the software selloff
12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from
22:55 Humanoid robots, robo-taxis and other big AI predictions
34:35 Skynet, existential risk and the darker side of AI
36:03 The best company Alex has ever seen
37:15 Podcasts, resources and advice for young investors
Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)
———
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 (A…
-
McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell
11 maart 2026 · 28 min
McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks. Lees meer
PLUS: Calling all bulls, bears and party animals!
The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.
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 leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.
Leave inspired, better informed, and ready to take the next step on your investing journey.
Register your interest for early bird tickets at equitymates.com/finfest
In this episode:
00:00 FinFest 2026 announcement!
3:00 McDonald's dethroned by Mixue: The rise of bubble tea
7:04 Mixue’s business model vs McDonald’s
9:15 The "Halo Trade" & the battle of boring stocks
11:00 Why boring stocks are outperforming tech
13:10 Investors are panicked over AI disruption
16:30 Opportunity cost: When to sell a stock
23:00 When should you cut losses in your portfolio?
Stocks & ETFs mentioned in this episode:
McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).
———
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.…
-
War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity
9 maart 2026 · 54 min
AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters. Lees meer
Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.
In this episode:
00:00 What Australia can learn from New York, Hong Kong and global markets
5:08 Iran, geopolitics and whether portfolios should change
10:36 Why AI disruption is bullish
17:39 Has software bottomed? Where AI is really creating winners and losers
22:13 Real-world AI productivity: from freight to finance
33:49 Building portfolios for the truly long term
42:55 The best businesses, best resources and advice for young investors
Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).
———
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 informa…
-
Don’t panic sell, an Aussie minerals community stock pick & Emerging markets 101
8 maart 2026 · 38 min
There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think. Lees meer
In this episode:
00:00 Iran, markets and why you shouldn’t panic sell
6:14 Australian GDP: when good news is bad news
7:59 Tim Wilson’s BBOZ disaster
10:47 Community Portfolio update: first sale + where performance sits
13:22 James pitches LinQ Minerals (LNQ)
19:21 Emerging Markets 101: what they are and why they’re ripping
34:55 How to invest in emerging markets without doubling up
Stocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).
———
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 | Spot…
-
4 steps to find winning software stocks with Ben Arnold
5 maart 2026 · 43 min
What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue? Lees meer
Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.
In this episode:
00:00:00 Investing Beyond The Mag Seven
00:03:34 AI Spending: Boom Or Bubble?
00:10:01 Why This Isn’t Another Dotcom
00:19:32 Finding Opportunities At Market Highs
00:25:31 Two Global Stocks With Upside
00:36:51 One Exceptional Company Explained
Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025
Stocks and ETFs mentioned:
Schroder Global Equity Alpha Fund (ASX: ALPH)
Oracle Corporation (NYSE: ORCL)
Alphabet Inc. (NASDAQ: GOOGL)
Microsoft Corporation (NASDAQ: MSFT)
Amazon.com, Inc. (NASDAQ: AMZN)
NVIDIA Corporation (NASDAQ: NVDA)
Broadcom Inc. (NASDAQ: AVGO)
Arista Networks, Inc. (NYSE: ANET)
Monster Beverage Corporation (NASDAQ: MNST)
Morgan Stanley (NYSE: MS)
Tesco PLC (LSE: TSCO)
GSK plc (LSE: GSK)
AstraZeneca PLC (LSE: AZN)
Commonwealth Bank of Australia (ASX: CBA)
Tapestry, Inc. (NYSE: TPR)
Zoom Communications, Inc. (NASDAQ: ZM)
————
This episode is sponsored by Schroders.
You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.
————
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates?
Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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
Scre…
-
The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
4 maart 2026 · 33 min
A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure. Lees meer
In this episode:
00:00 eBay stalking scandal: what happened
07:14 eBay fallout: pleas, severance, board governance
09:23 RAMageddon: what DRAM is and why AI is driving shortage
14:18 Winners: DRAM stocks ripping
17:28 Phones + broader electronics inflation pressures
20:49 Pimp My Portfolio: Maddison + Matt Ingram
21:15 Portfolio breakdown (index ETFs, thematics, stocks)
26:56 Core simplification
27:42 Thematics: what to drop, what to consider
31:24 DCA + using gains for life flexibility
Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).
———
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?
Dow…
-
Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green
2 maart 2026 · 43 min
Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches. Lees meer
In this episode:
00:00 – King of the Case Study turns calculator builder
02:41 – Debt Recycling Explained (30 Seconds or Less)
05:25 – Is Debt Recycling More Risky?
11:10 – Who Is Debt Recycling Actually For?
14:04 – Worked Example: Plugging Numbers Into the Calculator
26:15 – Quickfire: Tax Brackets & Benefits
29:46 – Common Mistakes To Avoid
40:29 – The One Thing Most Australians Get Wrong
41:57 – Free Calculator + How To Speak To Dylan
👉 Try Dylan's calculator here.
👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/advice.
———
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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Ma…
-
Our Monthly Portfolio Update - February 2026
1 maart 2026 · 39 min
Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors. Lees meer
In this episode:
0:00 Monthly portfolio check-in format + what’s changing
1:50 Sharesight setup + why we track this way
2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly
11:09 Bryce performance: best/worst positions (and Bitcoin pain)
12:11 Ren update: weekly DCA core + starting debt recycling
15:41 Ren performance + stock portfolio winners/losers
21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeve
Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates
Stocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).
———
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 le…
-
What SpaceX shows us about private markets with Adam Myers
26 februari 2026 · 29 min
SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies. Lees meer
In this episode:
0:00 SpaceX, IPO rumours & why private markets matter
2:10 The economics of space
6:01 Why companies are staying private longer
10:51 Private equity 101: how it works
14:03 Has private equity outperformed?
18:59 Why PE1 is structured as a listed investment trust
21:35 PE1 performance, buybacks & distributions
24:41 Beyond SpaceX: AI exposure, GROQ & compounders
Stocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)
None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader’s investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.
Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to thei…
-
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps
25 februari 2026 · 34 min
From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action. Lees meer
Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.
Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.
In this episode:
0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry
3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US
5:13 Trump Rx: Disrupting the weight loss drug market
7:03 Novo vs Eli Lilly: The weight loss drug battle heats up
9:04 The private equity dilemma: Can retail investors access it?
11:10 Portfolio review: Blair’s diversified strategy + advice from Luke
16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more
19:32 Picking stocks with big upside potential: Insights from the small-cap managers
Guide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026
Stocks & ETFs mentioned in this episode:
Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)
———
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.
… -
How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina
23 februari 2026 · 41 min
The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story. Lees meer
So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched.
We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.
In this episode:
00:00:00 Making Economics Accessible
00:06:27 How Aussie Households Are Coping
00:12:17 Can Housing Become Affordable?
00:19:01 What First Home Buyers Face
00:22:57 Where Rates And Inflation Are Heading
00:27:01 What Productivity Means For You
00:38:44 Australia’s Economic Plan To 2040
Stocks & ETFs mentioned: AMP ltd (ASX: AMP)
Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'
———
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 comm…
-
Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
22 februari 2026 · 31 min
Space isn’t science fiction anymore, it’s an $880 billion industry today. Lees meer
From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.
Plus, the community portfolio expands with a pitch from Dave.
In this episode:
0:00 Intro
1:12 Earnings season roundup: banks, BHP, and volatility
4:34 Beer tax vs resources tax + IMF housing warning
6:38 Community portfolio update: can we beat the ASX 200?
8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot
14:49 What is the space economy, and what counts as “space”?
21:43 Space investing: indices, listed companies, and SpaceX IPO watch
25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hood
Stocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)
———
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 u…
-
Investing for kids: turn pocket money into a portfolio
19 februari 2026 · 36 min
When it comes to investing for kids, the biggest advantage they have is time. Lees meer
But what is the best way to set it up?
We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.
We cover:
• Whether to invest in your own name or set up a minor trust, investment bond or super account.
• The tax rules parents need to understand.
• How we’d build a simple ETF portfolio designed for decades of compounding.
📈 Stocks and ETFs Mentioned: GHHF, DHHF, IVV, NDQ
———
Thanks to Saroj, Marty, Leonie, Lisa (both of them!) and Sam for sending in your questions.
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.
———
Thanks to Betashares for sponsoring this episode. To find out more about Betashares Direct Kids Account's visit betashares.com.au
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.
———
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)
———
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
Screen the market with GuruFocus
Track your portfolio with Sharesight
———
In the spirit of reconciliatio…
-
Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask
18 februari 2026 · 21 min
Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia. Lees meer
Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.
In this episode:
0:00 Intro
0:53 Prediction markets: what they are + why they’re exploding
3:07 Kalshi vs Polymarket + how the “odds” actually trade
4:52 Sports betting disruption + listed gambling stocks sell-off
6:31 Australia angle: gambling risks + why this could get ugly
8:12 Insider trading + why these markets can be gamed
9:40 Pimp My Portfolio begins: Kaleb’s core & satellite setup
12:28 Owen’s review: risk, position sizing + book recommendations
Books mentioned in this episode:
How Not To Lose $1 Million by John Addis
A Random Walk Down Wall Street by Burton G. Malkiel
ETFs & Stocks mentioned in this episode: DraftKings (NASDAQ:DKNG), Flutter Entertainment (NYSE:FLUT), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), iShares Core S&P/ASX 200 ETF (ASX:IOZ), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Global X Semiconductor ETF (ASX:SEMI), Global X 21Shares Bitcoin ETF (ASX:EBTC), Vanguard MSCI International Small Companies Index ETF (ASX:VISM), BetaShares Global Gold Miners Currency Hedged ETF (ASX:MNRS), Nu Holdings (NYSE:NU), Oklo (NYSE:OKLO)
———
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 …
-
Ask an Adviser: Rentvesting, Super, and Why 'Good' Money Habits Can Turn Toxic with Gemma Mitchell
16 februari 2026 · 42 min
Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments. Lees meer
In this episode:
0:00 Disclaimer + intro
0:47 Meet Gemma + the 12-step “money reset” framework
4:12 The “slingshot moment” and reframing setbacks
7:51 When good money habits become toxic (points hacking, offsets, net worth obsession)
11:35 Budgeting that actually sticks: the $0 budget + bucket accounts
17:07 The lever most people ignore: income (and how to boost it)
20:30 Wealth building choices: rentvesting, tax, super and “layers” to retire early
30:12 Mindset, money stories and building your “village strategy”
———
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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for mor…
-
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained
15 februari 2026 · 30 min
The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors. Lees meer
In this episode:
0:00 Disclaimer + intro
0:52 The Vatican Bank launches Catholic equity indexes
4:28 US earnings season: equal-weight beating Big Tech
5:56 AI CapEx explodes + tariffs squeeze margins
8:17 Australia reporting season: CSL shock, CBA surge, Macquarie threat
10:29 Community Stock Pitch: Playside Studios
17:59 Currency risk explained: why hedging matters
26:57 Hedged vs unhedged ETF returns + the fee trade-off
Stocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)
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)
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company inf…
-
Private credit is booming, here’s what investors need to know
12 februari 2026 · 41 min
Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space. Lees meer
In this episode:
00:00 Private credit 101: what it is, why it’s grown, and why “growth ≠ risk”
3:44 Why banks pulled back after the GFC (and how private credit filled the gap)
7:39 Australia vs US/Europe: why private credit looks different here
10:57 Capital stack explained: senior secured vs mezzanine vs equity (and why it matters)
17:19 “Quality is slipping?” How to assess managers + red flags
23:24 The next decade: consolidation, scale, and private credit becoming “normal”
29:50 How TermPlus works: terms, floating rate, diversification, and portfolio construction
Target Rates are set as a fixed margin above the RBA Cash Rate, which is variable over the course of the Term. The issuer of units (Term Accounts) in TermPlus (ARSN 668 902 323) is Pengana Capital Limited (Pengana) (ABN 30 103 800 568, AFSL 226 566). Any advice provided is general in nature and does not take into account your particular objectives, financial situation or needs. Before investing in TermPlus, consider the PDS, TMD and further details on our website at www.termplus.com.au/important-information/. Mercer Consulting (Australia) Pty Limited (ABN 55 153 168 140, AFSL 411 770), which is a wholly owned subsidiary of Mercer (Australia) Pty Ltd (ABN 32 005 315 917) (Mercer Australia) collectively referred to as Mercer. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. ‘MERCER’ is a registered trademark of Mercer Australia. ———
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.
———
… -
Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished
11 februari 2026 · 32 min
Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero. Lees meer
The team runs the full four-step checklist and gets into the real debate investors are having right now: are AI agents a genuine moat-breaker for SaaS… or just the latest panic?
In this episode:
02:52 Big Tech’s AI spend hits US$660B. How big is that really?
06:23 Reddit beats expectations… and still gets sold off
09:49 Mr Beat-Up returns
11:58 Xero down ~60%. Is it an overreaction or warning sign?
16:38 The moat debate: can AI agents disrupt SaaS?
21:56 Valuation, upside case & should Xero be on the community watchlist?
Stocks mentioned: Reddit (NYSE:RDDT), Alphabet/Google (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Xero (ASX:XRO), Intuit (NASDAQ:INTU), ServiceNow (NYSE:NOW), Salesforce (NYSE:CRM), SAP (XETRA:SAP), MicroStrategy (NASDAQ:MSTR), Coinbase (NASDAQ:COIN), Duolingo (NASDAQ:DUOL), Catapult Group International (ASX:CAT), BHP Group (ASX:BHP), Bitcoin (BTC).
Links mentioned:
Mr. Beat-Up's 4-Step Stock Checklist. A simple framework you can use to assess any company. Download your copy for free here.
Xero CEO interview, credit to Bloomberg News Podcast. Listen in full here.
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
———
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, podca…
-
Inflation, AI, Trump & Gold with Economist David Bassanese
9 februari 2026 · 36 min
Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn’t) for investors heading into 2026. Lees meer
They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.
In this episode:
00:34 Making sense of macro noise with David Bassanese
01:39 Why the outlook is still constructive heading into 2026
03:26 Inflation update: trimmed mean, housing pressure & RBA risk
07:26 AI boom vs bubble: where are we in the cycle?
10:18 Commodities: gold, copper, uranium and what’s really driving prices
12:54 Trump, tariffs & the US economy: what’s priced in now
18:58 China, Japan & the “Great Rotation” beyond the US
32:45 Sleep-at-night investing: portfolio positioning for the long term
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).
———
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)
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company i…
-
From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive
8 februari 2026 · 38 min
Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto. Lees meer
In this episode:
00:00 — The software sell-off: what’s happening and why
06:29 — What we’re doing about it (don’t panic, build a watchlist)
11:39 — Lazy investors win: the 4-step strategy
13:02 — Beating your brain + the hidden costs of “doing stuff”
19:21 — Pimp My Portfolio: with Luke Laretive and Adem
ETFs mentioned: BetaShares India Quality ETF (IIND), BetaShares Geared Australian Equity Fund (GEAR), BetaShares NASDAQ 100 ETF (NDQ)
Stocks mentioned: Pro Medicus (PME), REA Group (REA), Xero (XRO), WiseTech Global (WTC), Atlassian (TEAM), G8 Education (GEM), Liontown Resources (LTR), Paladin Energy (PDN), Race Oncology (RAC), TechGen Metals (TG1), DocuSign (DOCU), Intuit (INTU), Microsoft (MSFT), Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL), Adobe (ADBE), IBM (IBM), Salesforce (CRM), S&P Global (SPGI), Gartner (IT), WPP (WPP), Omnicom Group (OMC), RELX (RELX)
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
———
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)
———
Looking for some of our favourite research tools?
Download our free Basics of ETF han…
-
4 investors, $100,000... who will win? | Portfolio Challenge
5 februari 2026 · 26 min
Four portfolios. One year to prove who can actually beat the market. Lees meer
In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.
In this episode:
00:29 The challenge begins
02:29 The rules
03:13 The shared core: DHHF (all-growth, global diversification)
04:50 Bryce’s Portfolio
10:05 Ally's Portfolio
14:49 Cam’s Portfolio
20:31 Ren’s Portfolio
23:22 How to follow along & what's next
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.
ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)
Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara M…
-
Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse
4 februari 2026 · 29 min
Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200. Lees meer
In this episode:
00:33 Today’s menu
02:02 Corporate Travel Management: the 5-month trading halt story
05:25 House prices: Sydney/Melbourne flat, everyone else running hot
09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar”
14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”
19:46 Pitch #2 Catapult: Wearable sports tech
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
———
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)
———
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
Screen the market with GuruFocus
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 community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is inte…
-
Ask an Adviser: Make work optional with passive income - Matt Ingram
2 februari 2026 · 35 min
Everyone wants passive income but when should it actually be the goal, and what really works once you get there? Lees meer
Bryce and Ren sit down with their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income.
In this episode:
00:33 Passive income: why everyone wants it
02:07 Balancing the right goal and timing
09:07 The VHY debate: dividends now vs growth first
12:10 Ranking income options: cash, bonds, covered calls & private credit
27:07 Property as “income”: the yield illusion
29:41 Building an income portfolio, tax realities & advice for 20s–40s
📈 Mentioned in this episode:
Vanguard Australian Shares High Yield ETF - VHY
First Trust Smith Opportunistic Fixed Income ETF - FIXD
Betashares Australian Composite Bond ETF - OZBD
iShares Core Composite Bond ETF - IAF
Betashares Australian Investment Grade Corp Bd ETF - CRED
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
———
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)
———
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
Screen the market with GuruFocus
Track your portfolio w…