Equity Mates Investing Podcast
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New portfolios, same investing journey | Monthly Portfolio Update
1 februari 2026 · 36 min
Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes. Lees meer
In this episode:
00:00 What to expect in our monthly portfolio updates
03:08 Key portfolio changes over summer (debt recycling, leverage, structure)
07:02 Ren’s new core + building an all-weather income sleeve
11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices
22:48 Satellite portfolios: active managers, Bitcoin & gold
28:08 Income strategies, risk management & wrapping up
📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMG
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
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 …
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Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
29 januari 2026 · 28 min
Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia. Lees meer
David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.
01:27 Introducing David Tuckwell & ETF Shares
03:28 Rethinking scale, moats and long-term growth
06:40 Why Alphabet is still compounding
10:28 AI as infrastructure, not hype
16:13 Nvidia’s software-driven dominance
25:14 ETFs vs stock picking mega-caps
26:00 Closing thoughts on long-term US leaders
📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.
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
This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Face…
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Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram
28 januari 2026 · 33 min
Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story). Lees meer
Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.
Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.
In this episode:
01:57 RBA talk: jobs surprise, rate rise odds jump
03:36 AUD hits 16-month high
05:22 TikTok US deal: sold… sort of
08:21 Heath & Coco’s portfolio review (with Matt Ingram)
17:10 Defence ETFs explained: ARMR vs DFND vs DTEC
24:31 Fees, performance & top holdings under the hood
28:46 Takeaways: how to choose between them
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
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 Equit…
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Why 2026 is the Year of Resources - Luke Laretive
26 januari 2026 · 30 min
Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources. Lees meer
We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.
For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe
In this episode:
01:55 Why 2026 is the year of resources
06:27 What’s driving prices
09:09 Why many fund managers will miss the trade
12:36 Top picks by commodity
17:10 The big miners: BHP, Rio & merger talk
21:02 Lithium outlook
22:52 Two stocks with 10-bag potential
24:44 Portfolio construction & commodity exposure
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 al…
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Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?
25 januari 2026 · 27 min
We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. Plus, Bryce finally reveals how his $500 to $5,000 challenge actually ended...tune in to find out! Lees meer
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
Are you the next member of the Equity Mates team? We're looking for a Graphic Designer to start on a 6 month full time contract role, apply here.
In this episode:
02:37 The $500 to $5,000 challenge — final results are in
09:33 China’s collapsing birth rate
13:23 China’s property crisis & the wealth effect
18:10 SaaS stocks vs AI: fear or opportunity?
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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.
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Equity Mates Inves…
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14 Bold Predictions with Andrew Brown
22 januari 2026 · 48 min
Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable. Lees meer
There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.
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
In this episode:
01:56 Community bold predictions: Bitcoin & AI
03:18 #1: More companies return to public markets (IPOs)
07:16 #2: A wave of spinoffs from global conglomerates
09:24 #3: Active management starts to outperform
13:08 #4: Equal-weight S&P 500 beats the index
15:37 #5: Stick with Asia despite strong gains
18:37 #6: Alternative asset managers struggle
21:08 #7: Unlisted sports teams are in a bubble
24:14 #8: Precious metals bubble starts to unwind
27:01 #9: “Quality” stocks underperform again
29:24 #10: Australia underperforms global markets
32:33 #11: UK stocks continue to surprise
34:56 #12: Investing democratisation accelerates
38:43 #13: Beaten-up apparel brands bounce back
41:07 #14: Australian tourism benefits from weak AUD
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (…
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Bryce sells everything, European defence stocks surge & managing your Super
21 januari 2026 · 31 min
In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we answer a big community question on superannuation that every Australian should think about. Lees meer
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
In this episode:
00:00 Community updates: 2026 survey + we’re hiring!
02:47 What's happening to European defence stocks
05:03 Silver’s huge run and why it matters
07:14 Bryce explains his full portfolio reset
19:20 Community Question
27:55 Super done right
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 intended for education and entertainm…
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We're back: 4 big investing themes & our Stocks of the Year
18 januari 2026 · 38 min
Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again). Lees meer
They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.
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
In this episode:
03:57 Personal Updates & How to win $500 with the Equity Mates Annual Survey
10:17 Commodities, Future of Health and The Rise of Luxury Feelings
18:32 China's Growing Influence and The Year of Stock Turnarounds
25:20 TransMedics vs Xero: Our Top Picks for 2026
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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…
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Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth
14 januari 2026 · 38 min
As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss why good investing fundamentals don’t change, even when the world does. Lees meer
They unpack what’s driving markets, why private markets are becoming more relevant, and the simple portfolio disciplines Alex uses to keep clients on track.
In this episode:
02:46 How will 2026 be different to 2025?
10:53 Is AI a bubble? The role of leverage, debt markets, and why the answer matters less than portfolio design
13:57 Private markets explained and why companies are staying private longer
21:08 How Alex builds portfolios
35:56 The golden rules for 2026
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 M…
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Essentials: Our investing playbook
11 januari 2026 · 26 min
We’re back with Essentials, breaking down how we actually invest. Lees meer
In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas.
Timestamps:
01:16 Core & satellite explained
02:33 Building the core
04:25 Why beating the market is so hard
06:22 Bryce’s core portfolio
08:14 Ren’s core portfolio
08:42 Dollar cost averaging
13:06 The satellite portfolio
14:00 Finding stock ideas
17:54 The 4-step checklist
23:17 Do you even need a satellite?
Links mentioned:
Hear Ren unpack his portfolio in depth in this recent episode here.
For stock market news we follow Tickr and Gurufocus.
Find out 4-Step Stock Checklist here.
Check out The 12 Steps to Get Started Investing special podcast series launching Tuesday 13th January here.
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 Tr…
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Essentials: The fundamentals of good investing
7 januari 2026 · 24 min
We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, no matter what markets are doing. They break down the habits, mindsets and structures that matter most if you want to build wealth over decades, not chase fads or headlines. Lees meer
In this episode:
02:13 Rule #1: Always think long-term
03:23 The Lehman Brothers example
04:40 Rule #2: Your savings rate matters more than returns
05:22 Why small changes compound
07:25 Rule #3: Diversification
08:32 Rule #4: Keep costs low
09:10 The Buffett fee example
13:29 Rule #5: How to look for great companies
16:21 Rule #6: Fads fade, competitive advantages last
18:18 Buffett “moats” and Helmer’s Seven Powers explained
21:36 Rule #7: Why automation beats willpower
Want to go deeper? We’ve put together our Equity Mates Summer Reading List, featuring many of the books and thinkers that shaped our seven rules: https://x40s1z0ymjt.typeform.com/e
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.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)
———
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…
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Essentials: Why we invest (& you should too)
4 januari 2026 · 26 min
We’re kicking off the new year sharing the essentials for kickstarting investing in 2026. In the next four episodes Bryce and Ren go back to basics and beyond to help you build long-term wealth with simple, repeatable habits. Lees meer
In this episode:
01:00 What this series covers
02:30 Why we're investing in 2026
06:01 Compounding refresher
08:48 Time in vs timing the market
10:19 The risk of not investing
13:18 Why we love stocks
17:13 How great companies can work for you
21:00 Amazon case study
23:00 Why consistency beats perfection
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.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)
———
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 intended for education and entertainment purposes. Any advice is general advice only, an…
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Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth
17 december 2025 · 48 min
In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional investors think about portfolio construction. We dive into Viola's methodologies for manager selection and building an “all-weather” portfolio that can hold up across times of turbulence and change. Lees meer
In this episode:
• The Core Squared Satellite model and why Viola runs two “cores” instead of one
• How to think about liquidity (and why most investors get it wrong)
• The five alternative asset classes Viola uses to diversify risk
• The red flags that instantly rule fund managers out
• Where Daniel sees opportunity and risk heading into 2026
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.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)
———
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.
———
Equ…
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Best of the Best: We're definitely in a bubble (and that’s okay) - Alister Coleman | Folklore Ventures
14 december 2025 · 53 min
In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-class products and long-run opportunities (even when it’s just “two people and a laptop.”) Lees meer
In this episode:
• What Ansarada taught Folklore about sticky products and misunderstood markets
• How Auror became one of NZ’s quiet breakout successes in retail loss prevention
• Why frontier tech like Hullbot and Kry10 show Australia’s edge
• The coming AI bubble… and why Alister is still leaning in
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.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)
———
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 intended for education and entertainment purposes. Any advice is general advice on…
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Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil
10 december 2025 · 41 min
Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds. Lees meer
Arden explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!).
In this episode:
Why small caps are back and where Arden sees the best opportunities
Spotting upgrades and avoiding blow-ups
And how he’s thinking about themes like AI, mining services and Life360 for 2026
For more information about Ausbil and important disclosures, including Ausbil’s disclaimer, please refer here.
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.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)
———
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 i…
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Best of the Best: Riding the waves of disruption - Anshu Sharma | Loftus Peak
7 december 2025 · 50 min
We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Lees meer
Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.
In this episode:
How Loftus Peak finds long-term structural trends (and filters out short-term hype)
Which trends are still early in their disruption lifecycle
The process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk away
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your person…
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Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments
3 december 2025 · 41 min
We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities. Lees meer
Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.
In this episode:
• Why return-on-capital and aligned management teams drive Paradice’s stock picking
• How Julia builds conviction: expert calls, field research and evidence over hype
• The advancements in robotics and automation being overshadowed by AI-hype
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 intended for education and entertainment purposes. …
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Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir
30 november 2025 · 39 min
We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management. Lees meer
Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.
In this episode:
• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground research
• “Pounding the rock”: daily stock theses, avoiding drift and constant re-checks
• The most underrated investing skill: self-awareness and checking your ego at the door
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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.
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Equity Mates Investi…
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Andrew Brown reviews his 2025 bold predictions
27 november 2025 · 52 min
Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between. Lees meer
We cover:
• US equities, bond yields and why the macro calls went sideways
• AI euphoria vs reality (who made money and who didn’t
• Chinese tech’s big comeback vs booze stocks’ continued hangover
• Small caps, luxury and global car makers under real pressure
• His worst call (Novo Nordisk) and best call (China tech)
Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.
Listen to Andrew's 2025 Predictions in full here.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
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.
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Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See a…
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2025 Wrapped: Best ideas, insights & investments from a huge year
26 november 2025 · 23 min
2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio. Lees meer
In this episode we cover:
• The biggest market moments of 2025
• How the ASX, S&P 500, Europe, Japan and China really performed
• The standout winners
• The surprising underperformers
Then Simon jumps into the hot seat for his annual Mr Beat Up review, running through which beaten-up stocks bounced…and which ones absolutely didn’t.
Close out a huge 2025 with us and make sure you’re subscribed so you don’t miss our Best of the Best series starting next week with some of Australia’s top fund managers.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to yo…
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Housing, shopping, gambling: How they get you - Chris Kohler
24 november 2025 · 47 min
Are you being ripped off…without even realising it? Lees meer
We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quietly extract more from your wallet… and what you can do to push back.
Also in this episode:
The marketing tactics Chris says are “quite simply f***ed” (hello, car loans)
Why Australia’s worst consumer outcomes come from a lack of competition
How gambling, auctions, and “loyalty” programs pull psychological levers to keep you spending
The housing policy trap politicians won’t touch — and the bold fix Chris would push through if he was PM for a day
Check out Chris' new book at all good booksellers.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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 intended for education and entertainment purposes. Any advice is g…
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Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them
23 november 2025 · 32 min
Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened. Lees meer
Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!
From entertainment giant's TKO Group and Live Nation to Morimatsu, builders of modular factories in Japan, we each build our own four-stock portfolio…and defend our picks.
Meet some of the Sohn Hearts and Minds 2025 stock pickers right here on Equity Mates:
Listen to Eric Wong here
& Beeneet Kothari here
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider …
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Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders
20 november 2025 · 45 min
Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026. Lees meer
We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.
Also in this episode:
Is the AI boom a bubble?
Gold’s wild run
Emerging market trends to watch
Strap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Se…
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Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram
19 november 2025 · 39 min
Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Lees meer
Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?
That’s not all in this episode:
Ren rebuilds his core portfolio
We compare two ex-US ETFs that look similar but are wildly different under the hood
And Matt Ingram helps Josh refine his stock-heavy portfolio
To submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity …
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Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green
17 november 2025 · 38 min
Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age. Lees meer
Financial adviser Dylan Pargiter-Green returns with three case studies:
the FIRE retiree aiming to quit at 40
the “early mark” retiree planning to stop work in their 50s
and the classic retiree looking to finish in their 60s
We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.
If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.
Timestamps
5.30 - Fire Retirers (40s)
15.00 - Early Mark (50s)
25.30 - Standard (60s)
31.00 - Closing Questions
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has …
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Warren Buffett's swan song, we're changing our core portfolios & timing your investing
16 november 2025 · 29 min
Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward. Lees meer
Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?
Also in this episode:
Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here.
And we answer a community question on how often to dollar-cost average
To run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
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
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.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Prod…
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The case for and against an AI bubble - Alan Pullen | Magellan
13 november 2025 · 35 min
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype. Lees meer
As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?
We cover:
Whether today’s market is a bubble or justified by fundamentals
How Magellan is positioning for the AI revolution
Why Alan still backs companies like Microsoft, TSMC and Nestlé
This episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.
Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevan…
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50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
12 november 2025 · 32 min
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability? Lees meer
We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗
Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.
Timestamps
1.23 News and Markets
12.16 Community Question on ETF Overlap
19.40 Tim Carleton Insights
20.20 On the Big Banks
26.41 Why Tim thinks Private Markets are an Illusion
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your perso…
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Buy or Sell: Ally Selby with Arms Rosenberg
10 november 2025 · 33 min
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now. Lees meer
They cover:
• Why Poland’s CD Projekt could be gaming’s next major success story
• Practical tips for using AI to supercharge your own investing
• Europe’s role in the energy transition through Prysmian Group
• The rise of “affordable joy” with China’s Miniso
• And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internet
For listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs …
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Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram
9 november 2025 · 36 min
One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity. Lees meer
Also in this episode:
· 📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech
· 💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy
· 👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
· Listen to the podcast (Apple | Spotify)
· Watch on YouTube
· Read the monthly email
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/p…
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The $20 billion commercial property investor - Jason Huljich | Centuria Capital
6 november 2025 · 37 min
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors. Lees meer
With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.
So today we wanted to pick his brain and understand the state of the commercial property industry.
We cover:
Why office buildings are back
How to achieve steady, consistent returns from property
Why greenhouses are a growing part of Centuria's portfolio
This episode has been sponsored by Centuria. Support from partners like Centuria help us keep all our content free.
If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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 intended for education and entertainment purposes…
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All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
5 november 2025 · 38 min
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market. Lees meer
Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.
And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
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.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
3 november 2025 · 45 min
It is time we rethink our approach to China? Lees meer
Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader.
Eric Wong is the Chief Investment Officer of Stillpoint Investments.
Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a 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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professiona…
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Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
2 november 2025 · 29 min
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. Lees meer
This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too.
So on today's episode, tune in as we unpack how our personal portfolios have been going.
That’s not all in another big episode of Equity Mates:
Good news may be coming for Australia's big miners as we enter the "bull quarter"
We delve into the CHESS v Custodian debate
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should…
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The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
30 oktober 2025 · 31 min
Today's guest thinks we need to rethink our views on China. Lees meer
For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market.
We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia.
We cover:
The key changes in China we need to be aware of
The valuation gap between Chinese companies and their western peers
A deeper dive into the 'DeepSeek moment' and a look at China's AI
Where Fidelity see the most compelling opportunities
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Thank you to Fidelity for sponsoring this episode.
Learn more about the Fidelity Asia Active ETF by visiting their website.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial profession…
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Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?
29 oktober 2025 · 37 min
Once again, everything is hitting all-time highs. Lees meer
We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world.
An important reminder to invest globally.
That’s not all in another big episode of Equity Mates:
We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think)
Matt Ingram is back to review a community member's portfolio
We answer a community question on ethical investing
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are …
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Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram
27 oktober 2025 · 43 min
Your portfolio should be changing with your life. Lees meer
For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives.
That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management.
Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:
The young accumulator
The pre-retiree
The inheritance receiver
If you'd like to chat to Matt or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
We’re particularly excited to share our latest show: Basis Points
Watch or listen to the show (Apple | Spotify | 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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Bef…
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Tesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my Portfolio
26 oktober 2025 · 38 min
Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Lees meer
Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company broke its report for the most cars delivered in a quarter.
In today's episode, we break it all down and tell you what you need to know.
That’s not all in another big episode of Equity Mates:
Ren shares where he's been the past couple of weeks
We review this quarter's 13F filings to see which stocks the experts are buying and selling
Luke Laretive returns for the latest Pimp my Portfolio
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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.
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Equity Mates Investing is a product of Equity …
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Boosting income in 2025 with Sam Watkins | PIMCO
23 oktober 2025 · 23 min
Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. Lees meer
PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).
We cover:
- “enhanced cash” and how it compares to term deposits.
- What the RBA’s stance means for income seekers.
- How a fixed income ETF fits in a diversified portfolio.
All benchmark performance data referenced relates to the period up to December 2024.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there’s a 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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, p…
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Rentvest your way to your dream home, 5 principles of building wealth, Q&A (Live podcast)
22 oktober 2025 · 55 min
Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong. Lees meer
In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both.
We cover:
- Our 5 principles of long-term investing
- Pimp my portfolio featuring brave submissions from the crowd
- Sam Gordon explains how to Rent-vest your way to a PPR
- Live Q&A
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points (Apple | Spotify | YouTube) and there's a 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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under …
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Buy or Sell with Ally Selby and Vihari Ross
20 oktober 2025 · 30 min
Buy or Sell is back with a new host! Lees meer
Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling.
This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes.
They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more...
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—---
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points. Listen to the podcast (Apple | Spotify) or 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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please s…
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Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram
19 oktober 2025 · 36 min
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio. Lees meer
That’s not all:
Is luxury powerhouse LVMH at the beginning of a bounce back?
Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it.
A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small caps
Listen to: Mr Beat up on LVMH
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are u…
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How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
16 oktober 2025 · 41 min
This expert doesn't just talk disruption, he invests in it. Lees meer
And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working.
We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list.
We cover:
The sauce behind Loftus Peak’s long-term outperformance
His thoughts on US tech dominance and China’s comeback
How investors can position for the next wave of global growth
This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free.
If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here.
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Want to get 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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Bef…
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Chalmers blinks on super, lump sum vs DCA & Why You Might Own a Robot in 5 Years
15 oktober 2025 · 23 min
For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. Lees meer
How close are we to living alongside them really? Could this be the next trillion-dollar investing frontier? Bryce investigates.
That’s not all. Also in this episode:
Major updates to the proposed superannuation tax changes.
Cyber truck sales plunged- what does it mean for Tesla?
Community question on Lump Sum vs DCA for $25K
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Basis Points
Listen to the podcast Apple Spotify 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
Track your portfolio with Sharesight
Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Produc…
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Avoid ‘Boomer Pandering’ with your investments - Luke Laretive
13 oktober 2025 · 38 min
Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. Lees meer
We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you.
In this chat we cover:
Why Australia’s dividend obsession could be holding investors back
The new sectors Luke believes will lead the next market cycle
How to spot when a company’s story no longer matches its growth
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
—------
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relev…
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Gold & Bitcoin hit all-time-highs, building the ultimate core portfolio & Pimp My Portfolio with Luke Laretive (and he's fired up)
12 oktober 2025 · 28 min
We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. Lees meer
That’s not all, we cover:
The wild rise of prediction markets
A community question on structuring your core portfolio
Luke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
------
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
Research reports from Good Research
Track your portfolio with Sharesight
Thanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589).
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure…
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Leverage isn't just for property: we compare two globally geared ETFs
9 oktober 2025 · 29 min
Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios. Lees meer
We cover:
The differences between each of these global ETF
Two community questions about how geared ETFs work and where to use them.
When (and for whom) a geared ETF like GGBL might make sense in a portfolio.
Gearing magnifies gains and losses and may not be a suitable strategy for all investors.
Betashares Capital LTD is the issuer Read the PDS & TMD at betashares.com.au to see if the product is right for you. Investing involves risk.
Equity Mates Media Pty Ltd is part of the Betashares Group.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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 intended for education and entertainment purposes. Any advice is general advice only, and has not taken i…
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Best investments to start the financial year, Buffett’s not done yet & is it time to buy Japan?
8 oktober 2025 · 35 min
We are three months into the new financial year and we've seen a wide range of performance in different markets. Lees meer
Today we unpack which markets are up and which markets are down.
Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect.
That's not all we talk about in another big episode of Equity Mates:
Warren Buffett may be 95 and retiring at the end of the year, but he's not done yet
We unpack why Japan is excluded from so many Asia ETFs
With it recent strong run, we then ask if Japan has a role in our portfolios
Apple is pivoting away from the Vision Pro - but towards what?
We look at where Big Tech sees the future of computing
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
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Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your p…
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Ask an Adviser: Everything you need to know about life insurance - Phil Thompson | Skye Wealth
6 oktober 2025 · 37 min
Insurance: Often considered not important, until that moment when it becomes the most important thing. Lees meer
So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside).
To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth.
Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helped us better understand this whole world.
If you'd like to chat to Phil or another of our hand-picked financial advisers, fill out this form and we'll match you with an adviser that suits your needs.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter.
We’re particularly excited to share our latest show: Basis Points
Watch or listen to the show (Apple | Spotify | YouTube)
Read the monthly email
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Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
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.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into accoun…
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This is not a bubble, Pimp my Portfolio with Adam Dawes & the mental biases holding you back
5 oktober 2025 · 31 min
Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals? Lees meer
Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least).
That's not all we talk about in another big episode:
Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio
We answer a question on 'knowing when to sell'
We unpack two mental biases you need to watch out for as investors
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
—------
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
—------
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
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.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Prod…