Equity Mates Investing Podcast
1,155 episodes — Page 1 of 24
Copper: The metal at the centre of everything with William Taylor
More bad news for property, the best way to invest & Pimp My Portfolio with Matt Ingram
Ask an Adviser: 4 case studies on the new CGT changes with Alex Luck
What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren
Where Bonds Go, Stocks Follow with Sam Watkins
Let the oil flow, our IPO warning & last chance tax moves
Chris Judd Thinks You're Wrong About Rates, Bonds and AI
Global inflation is back, our search for Warren Buffett continues & your ETF portfolio questions answered
The Case For Owning Fewer, Better Stocks with Stephen Arnold
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business
What Australians have been buying and selling in 2026
Housing falls post-Budget, is adding to Super worth it & Pimp my Portfolio with Owen Rask
Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
Our Monthly Portfolio Update - May 2026
Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
Why private equity investors aren’t panicking about AI
Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
How AI improves the investing process with Arms Rosenberg
CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
The $1.8 Trillion Space Opportunity with Hugh Lam
The budget hits all investors, how you can leverage into shares & is Bitcoin back?
Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
Apple’s battle with CBA, why even God can’t beat DCA & a community stock pick
What’s Hot, What’s Not in Commercial Property with Jason Huljich
The fastest market recovery ever, 3 companies we both own & why stocks beat property
A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
Our Monthly Portfolio Update - April 2026
The How’s and Why’s of Private Credit with Henry Holm
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
Which Aussie software stocks are ready to rebound with Jared Pohl
End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive
Ask an Adviser: Why earlier is better for life insurance with Phil Thompson
Wall Street’s secret agent, talking super with your parents & Buy or Sell is back
Finding opportunities in well-known names with Ryan Joyce
Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch
“There’s always a bull market somewhere in small caps” - Tobias Bucks
Koala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask
The Safest Money Moves Ever Made (They hid $350 billion of gold)
Our Monthly Portfolio Update - March 2026
From $1,000 to $1 million: Investing for every life stage with Peter Nevill
Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio.In this episode:0:00 Why portfolio construction changes over time1:18 What Peter has changed his mind on about investing2:31 The three questions that shape every portfolio6:05 What to do with your first $1,0008:20 How to think about a $10,000 portfolio10:29 What changes at $100,00016:47 How to build a $1 million portfolio33:08 Fees, temperament and the one rule that always matters———Want to get involved in the podcast? Record a voice noteAnd 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 handbookOr our free 4-step stock checklist———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.In this episode:0:00 Trump’s $1 billion offshore wind backflip3:18 Meta and Google lawsuits heat up6:25 Australia’s inflation print and diesel shortages8:14 Iran tensions, oil prices and staying invested11:29 Community Portfolio pitch: Spotify20:14 Community Portfolio update vs DHHF22:20 Two interesting things: Baby Berkshire and Rule of 80 stocksStocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
Is your portfolio actually built for the long run? | Kerry Craig
Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.In this episode:00:00 Why Asset Allocation Matters02:28 Kerry Craig’s First Investment04:07 What Retail Investors Get Wrong08:38 What is a Model Portfolio?15:00 The Case for Bonds20:18 Strategic Asset Allocation ExplainedJPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.Calling all bulls, bears and party animals!The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfest———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.