Equity Mates Investing Podcast

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.

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.

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.

What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky.In this episode: 0:00 Meta abandons the metaverse after $80B6:00 Oil shock, Iran tensions & market reactions9:00 Why long-term investors shouldn’t panic12:30 Aussie gas tax debate explained16:40 Community stock pitch: Telix Pharmaceuticals19:50 Portfolio update & performance check-in20:30 Australian property market: what’s happening nowStocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL)Calling all bulls, bears and party animals!The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfest———Want to get involved in the podcast? Record a voice note or send us a 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.

What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine.In this episode:0:00 Dave Allen’s investing journey4:30 Measuring geopolitical risk9:30 What is quant (and “quantamental”) investing?14:30 Why growth forecasts can destroy returns17:30 Using AI to analyse earnings calls28:30 The red flags system explained42:00 Current shorts + best companiesStocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN)Dave's Recommendations:When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverageMoneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing)Want to get involved in the podcast? Record a voice note or send us a 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.

Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.In this episode:0:00 Global markets update: rates & inflation3:16 Why Australia is out of sync with the world4:31 Oil surge and the obvious trade7:08 SPIVA report: active vs passive9:12 Best performing active ETFs in Australia14:55 ETF deep dive: what’s inside the winners15:39 Community question: should you use a trust?Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)Want to get involved in the podcast? Record a voice note or send us a 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 people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it.In this episode:0:00 Why income investing is booming (even for younger investors)6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond12:45 ETF jargon decoded: dividend vs high yield vs options strategies18:30 Royalties explained (and why they’re so powerful)22:00 Leveraged credit ETFs and the role of gearing26:20 Building an all-weather income portfolio32:00 Final thoughts + investing adviceStocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)Podcasts mentioned: Odd LotsIf you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.Want to get involved in the podcast? Record a voice note or send 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.

In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.0:00 The Gen Z $6b boom5:30 How to invest in the trend7:20 Building a healthcare portfolio8:40 Eli Lilly & GLP-1 dominance10:30 ProMedicus & Intuitive Surgical14:05 TransMedics & CSL breakdown20:50 Community portfolio updates + Ashleigh's Caterpillar pitchStocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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.  Hosted on Acast. See acast.com/privacy for more information.

Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest.In this episode: 0:00 Why cashflow is the foundation of every financial plan4:45 The truth about what people think they save vs reality11:40 The bucket system: a simple way to manage spending18:20 Setting up accounts for couples and avoiding money arguments24:25 Why improving cashflow can bring financial goals forward years27:23 Tax optimisation: salary packaging, novated leases & common mistakes36:43 Super, trusts and structuring your investments properly———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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.

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?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/finfestIn this episode:00:00 Why markets panicked last week (and why we were buying)02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears05:06 The real lesson: market drops happen more often than you think07:42 Why simple investing strategies beat panic selling09:09 Panic buying: how we approached the dip10:21 Mr. Beat Up returns: analysing an 80% stock crash14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)17:12 Does Duolingo actually have a moat?24:57 Valuation check: is the stock now mispriced?Clip featured from Bloomberg News, watch the full interview here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.In this episode:00:00 Why now is the time to talk AI disruption again2:49 Alex Pollak joins: from journalism to investing6:58 Nvidia, AI winners and the software selloff12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from22:55 Humanoid robots, robo-taxis and other big AI predictions34:35 Skynet, existential risk and the darker side of AI36:03 The best company Alex has ever seen37:15 Podcasts, resources and advice for young investorsStocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.PLUS: Calling all bulls, bears and party animals!The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfestIn this episode: 00:00 FinFest 2026 announcement!3:00 McDonald's dethroned by Mixue: The rise of bubble tea7:04 Mixue’s business model vs McDonald’s9:15 The "Halo Trade" & the battle of boring stocks11:00 Why boring stocks are outperforming tech13:10 Investors are panicked over AI disruption16:30 Opportunity cost: When to sell a stock23:00 When should you cut losses in your portfolio?Stocks & ETFs mentioned in this episode:McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.In this episode:00:00 What Australia can learn from New York, Hong Kong and global markets5:08 Iran, geopolitics and whether portfolios should change10:36 Why AI disruption is bullish17:39 Has software bottomed? Where AI is really creating winners and losers22:13 Real-world AI productivity: from freight to finance33:49 Building portfolios for the truly long term42:55 The best businesses, best resources and advice for young investorsStocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.In this episode: 00:00 Iran, markets and why you shouldn’t panic sell6:14 Australian GDP: when good news is bad news7:59 Tim Wilson’s BBOZ disaster10:47 Community Portfolio update: first sale + where performance sits13:22 James pitches LinQ Minerals (LNQ)19:21 Emerging Markets 101: what they are and why they’re ripping34:55 How to invest in emerging markets without doubling upStocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.In this episode:00:00:00 Investing Beyond The Mag Seven00:03:34 AI Spending: Boom Or Bubble?00:10:01 Why This Isn’t Another Dotcom00:19:32 Finding Opportunities At Market Highs00:25:31 Two Global Stocks With Upside00:36:51 One Exceptional Company ExplainedLinks Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 Stocks and ETFs mentioned:Schroder Global Equity Alpha Fund (ASX: ALPH)Oracle Corporation (NYSE: ORCL)Alphabet Inc. (NASDAQ: GOOGL)Microsoft Corporation (NASDAQ: MSFT)Amazon.com, Inc. (NASDAQ: AMZN)NVIDIA Corporation (NASDAQ: NVDA)Broadcom Inc. (NASDAQ: AVGO)Arista Networks, Inc. (NYSE: ANET)Monster Beverage Corporation (NASDAQ: MNST)Morgan Stanley (NYSE: MS)Tesco PLC (LSE: TSCO)GSK plc (LSE: GSK)AstraZeneca PLC (LSE: AZN)Commonwealth Bank of Australia (ASX: CBA)Tapestry, Inc. (NYSE: TPR)Zoom Communications, Inc. (NASDAQ: ZM)————This episode is sponsored by Schroders.You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.————Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates?Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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 Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.In this episode: 00:00 eBay stalking scandal: what happened07:14 eBay fallout: pleas, severance, board governance09:23 RAMageddon: what DRAM is and why AI is driving shortage14:18 Winners: DRAM stocks ripping 17:28 Phones + broader electronics inflation pressures20:49 Pimp My Portfolio: Maddison + Matt Ingram21:15 Portfolio breakdown (index ETFs, thematics, stocks)26:56 Core simplification 27:42 Thematics: what to drop, what to consider31:24 DCA + using gains for life flexibilityStocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.In this episode:00:00 – King of the Case Study turns calculator builder02:41 – Debt Recycling Explained (30 Seconds or Less)05:25 – Is Debt Recycling More Risky?11:10 – Who Is Debt Recycling Actually For?14:04 – Worked Example: Plugging Numbers Into the Calculator26:15 – Quickfire: Tax Brackets & Benefits29:46 – Common Mistakes To Avoid40:29 – The One Thing Most Australians Get Wrong41:57 – Free Calculator + How To Speak To Dylan👉 Try Dylan's calculator here.👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/advice.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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.

Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.In this episode:0:00 Monthly portfolio check-in format + what’s changing1:50 Sharesight setup + why we track this way2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly11:09 Bryce performance: best/worst positions (and Bitcoin pain)12:11 Ren update: weekly DCA core + starting debt recycling15:41 Ren performance + stock portfolio winners/losers21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeveSharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesStocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.In this episode:0:00 SpaceX, IPO rumours & why private markets matter2:10 The economics of space6:01 Why companies are staying private longer10:51 Private equity 101: how it works14:03 Has private equity outperformed?18:59 Why PE1 is structured as a listed investment trust21:35 PE1 performance, buybacks & distributions24:41 Beyond SpaceX: AI exposure, GROQ & compoundersStocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader’s investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. An investment in the Trust is subject to investment risk including a possible delay in repayment and loss of income and principal invested.———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 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 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/privacy for more information.

From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.In this episode:0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US5:13 Trump Rx: Disrupting the weight loss drug market7:03 Novo vs Eli Lilly: The weight loss drug battle heats up9:04 The private equity dilemma: Can retail investors access it?11:10 Portfolio review: Blair’s diversified strategy + advice from Luke16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more19:32 Picking stocks with big upside potential: Insights from the small-cap managersGuide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026Stocks & ETFs mentioned in this episode: Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.In this episode:00:00:00 Making Economics Accessible00:06:27 How Aussie Households Are Coping00:12:17 Can Housing Become Affordable?00:19:01 What First Home Buyers Face00:22:57 Where Rates And Inflation Are Heading00:27:01 What Productivity Means For You00:38:44 Australia’s Economic Plan To 2040Stocks & ETFs mentioned: AMP ltd (ASX: AMP)Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'———Want to get involved in the podcast? Record a voice note or send us a message.And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – [we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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 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/privacy for more information.

Space isn’t science fiction anymore, it’s an $880 billion industry today.From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.Plus, the community portfolio expands with a pitch from Dave.In this episode:0:00 Intro1:12 Earnings season roundup: banks, BHP, and volatility4:34 Beer tax vs resources tax + IMF housing warning6:38 Community portfolio update: can we beat the ASX 200?8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot14:49 What is the space economy, and what counts as “space”?21:43 Space investing: indices, listed companies, and SpaceX IPO watch25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hoodStocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

When it comes to investing for kids, the biggest advantage they have is time.But what is the best way to set it up?We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.We cover: • Whether to invest in your own name or set up a minor trust, investment bond or super account.• The tax rules parents need to understand.• How we’d build a simple ETF portfolio designed for decades of compounding.📈 Stocks and ETFs Mentioned: GHHF, DHHF, IVV, NDQ ———Thanks to Saroj, Marty, Leonie, Lisa (both of them!) and Sam for sending in your questions.Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Thanks to Betashares for sponsoring this episode. To find out more about Betashares Direct Kids Account's visit betashares.com.auBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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 Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia. Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.In this episode:0:00 Intro0:53 Prediction markets: what they are + why they’re exploding3:07 Kalshi vs Polymarket + how the “odds” actually trade4:52 Sports betting disruption + listed gambling stocks sell-off6:31 Australia angle: gambling risks + why this could get ugly8:12 Insider trading + why these markets can be gamed9:40 Pimp My Portfolio begins: Kaleb’s core & satellite setup12:28 Owen’s review: risk, position sizing + book recommendationsBooks mentioned in this episode:How Not To Lose $1 Million by John AddisA Random Walk Down Wall Street by Burton G. Malkiel ETFs & Stocks mentioned in this episode: DraftKings (NASDAQ:DKNG), Flutter Entertainment (NYSE:FLUT), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), iShares Core S&P/ASX 200 ETF (ASX:IOZ), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Global X Semiconductor ETF (ASX:SEMI), Global X 21Shares Bitcoin ETF (ASX:EBTC), Vanguard MSCI International Small Companies Index ETF (ASX:VISM), BetaShares Global Gold Miners Currency Hedged ETF (ASX:MNRS), Nu Holdings (NYSE:NU), Oklo (NYSE:OKLO)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments.In this episode:0:00 Disclaimer + intro0:47 Meet Gemma + the 12-step “money reset” framework4:12 The “slingshot moment” and reframing setbacks7:51 When good money habits become toxic (points hacking, offsets, net worth obsession)11:35 Budgeting that actually sticks: the $0 budget + bucket accounts17:07 The lever most people ignore: income (and how to boost it)20:30 Wealth building choices: rentvesting, tax, super and “layers” to retire early30:12 Mindset, money stories and building your “village strategy”———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis 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 people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.In this episode:0:00 Disclaimer + intro0:52 The Vatican Bank launches Catholic equity indexes4:28 US earnings season: equal-weight beating Big Tech5:56 AI CapEx explodes + tariffs squeeze margins8:17 Australia reporting season: CSL shock, CBA surge, Macquarie threat10:29 Community Stock Pitch: Playside Studios 17:59 Currency risk explained: why hedging matters26:57 Hedged vs unhedged ETF returns + the fee trade-offStocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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 Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space.In this episode:00:00 Private credit 101: what it is, why it’s grown, and why “growth ≠ risk”3:44 Why banks pulled back after the GFC (and how private credit filled the gap)7:39 Australia vs US/Europe: why private credit looks different here10:57 Capital stack explained: senior secured vs mezzanine vs equity (and why it matters)17:19 “Quality is slipping?” How to assess managers + red flags23:24 The next decade: consolidation, scale, and private credit becoming “normal”29:50 How TermPlus works: terms, floating rate, diversification, and portfolio constructionTarget Rates are set as a fixed margin above the RBA Cash Rate, which is variable over the course of the Term.  The issuer of units (Term Accounts) in TermPlus (ARSN 668 902 323) is Pengana Capital Limited (Pengana) (ABN 30 103 800 568, AFSL 226 566). Any advice provided is general in nature and does not take into account your particular objectives, financial situation or needs. Before investing in TermPlus, consider the PDS, TMD and further details on our website at www.termplus.com.au/important-information/.  Mercer Consulting (Australia) Pty Limited (ABN 55 153 168 140, AFSL 411 770), which is a wholly owned subsidiary of Mercer (Australia) Pty Ltd (ABN 32 005 315 917) (Mercer Australia) collectively referred to as Mercer. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. ‘MERCER’ is a registered trademark of Mercer Australia.  ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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 checklistFind company information on TIKRScreen the market with GuruFocusTrack 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 Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero.The team runs the full four-step checklist and gets into the real debate investors are having right now: are AI agents a genuine moat-breaker for SaaS… or just the latest panic?In this episode:02:52 Big Tech’s AI spend hits US$660B. How big is that really?06:23 Reddit beats expectations… and still gets sold off09:49 Mr Beat-Up returns11:58 Xero down ~60%. Is it an overreaction or warning sign?16:38 The moat debate: can AI agents disrupt SaaS?21:56 Valuation, upside case & should Xero be on the community watchlist?Stocks mentioned: Reddit (NYSE:RDDT), Alphabet/Google (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Xero (ASX:XRO), Intuit (NASDAQ:INTU), ServiceNow (NYSE:NOW), Salesforce (NYSE:CRM), SAP (XETRA:SAP), MicroStrategy (NASDAQ:MSTR), Coinbase (NASDAQ:COIN), Duolingo (NASDAQ:DUOL), Catapult Group International (ASX:CAT), BHP Group (ASX:BHP), Bitcoin (BTC).Links mentioned: Mr. Beat-Up's 4-Step Stock Checklist. A simple framework you can use to assess any company. Download your copy for free here.Xero CEO interview, credit to Bloomberg News Podcast. Listen in full here.Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, 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 checklistFind company information on TIKRScreen the market with GuruFocusTrack 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 Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.