Equity Mates Investing Podcast

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.

Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn’t) for investors heading into 2026.They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.In this episode:00:34 Making sense of macro noise with David Bassanese01:39 Why the outlook is still constructive heading into 202603:26 Inflation update: trimmed mean, housing pressure & RBA risk07:26 AI boom vs bubble: where are we in the cycle?10:18 Commodities: gold, copper, uranium and what’s really driving prices12:54 Trump, tariffs & the US economy: what’s priced in now18:58 China, Japan & the “Great Rotation” beyond the US32:45 Sleep-at-night investing: portfolio positioning for the long termWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company 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 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.

Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto.In this episode:00:00 — The software sell-off: what’s happening and why06:29 — What we’re doing about it (don’t panic, build a watchlist)11:39 — Lazy investors win: the 4-step strategy13:02 — Beating your brain + the hidden costs of “doing stuff”19:21 — Pimp My Portfolio: with Luke Laretive and AdemETFs mentioned: BetaShares India Quality ETF (IIND), BetaShares Geared Australian Equity Fund (GEAR), BetaShares NASDAQ 100 ETF (NDQ)Stocks mentioned: Pro Medicus (PME), REA Group (REA), Xero (XRO), WiseTech Global (WTC), Atlassian (TEAM), G8 Education (GEM), Liontown Resources (LTR), Paladin Energy (PDN), Race Oncology (RAC), TechGen Metals (TG1), DocuSign (DOCU), Intuit (INTU), Microsoft (MSFT), Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL), Adobe (ADBE), IBM (IBM), Salesforce (CRM), S&P Global (SPGI), Gartner (IT), WPP (WPP), Omnicom Group (OMC), RELX (RELX)Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF 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.

Four portfolios. One year to prove who can actually beat the market.In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.In this episode:00:29 The challenge begins02:29 The rules03:13 The shared core: DHHF (all-growth, global diversification)04:50 Bryce’s Portfolio10:05 Ally's Portfolio14:49 Cam’s Portfolio20:31 Ren’s Portfolio23:22 How to follow along & what's nextBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)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.

Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200.In this episode:00:33 Today’s menu02:02 Corporate Travel Management: the 5-month trading halt story05:25 House prices: Sydney/Melbourne flat, everyone else running hot09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar”14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”19:46 Pitch #2 Catapult: Wearable sports techWin 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.

Everyone wants passive income but when should it actually be the goal, and what really works once you get there?Bryce and Ren sit down with their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income.In this episode:00:33 Passive income: why everyone wants it02:07 Balancing the right goal and timing09:07 The VHY debate: dividends now vs growth first12:10 Ranking income options: cash, bonds, covered calls & private credit27:07 Property as “income”: the yield illusion29:41 Building an income portfolio, tax realities & advice for 20s–40s📈 Mentioned in this episode: Vanguard Australian Shares High Yield ETF - VHYFirst Trust Smith Opportunistic Fixed Income ETF - FIXDBetashares Australian Composite Bond ETF - OZBDiShares Core Composite Bond ETF - IAFBetashares Australian Investment Grade Corp Bd ETF - CREDWin 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  Hosted on Acast. See acast.com/privacy for more information.

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.In this episode:00:00 What to expect in our monthly portfolio updates03:08 Key portfolio changes over summer (debt recycling, leverage, structure)07:02 Ren’s new core + building an all-weather income sleeve11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices22:48 Satellite portfolios: active managers, Bitcoin & gold28:08 Income strategies, risk management & wrapping up📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMGWin 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.

Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.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 Shares03:28 Rethinking scale, moats and long-term growth06:40 Why Alphabet is still compounding10:28 AI as infrastructure, not hype16:13 Nvidia’s software-driven dominance25:14 ETFs vs stock picking mega-caps26:00 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).———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 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).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 jump03:36 AUD hits 16-month high05:22 TikTok US deal: sold… sort of08:21 Heath & Coco’s portfolio review (with Matt Ingram)17:10 Defence ETFs explained: ARMR vs DFND vs DTEC24:31 Fees, performance & top holdings under the hood28:46 Takeaways: how to choose between themWin 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.

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.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/subscribeIn this episode:01:55 Why 2026 is the year of resources06:27 What’s driving prices09:09 Why many fund managers will miss the trade12:36 Top picks by commodity17:10 The big miners: BHP, Rio & merger talk21:02 Lithium outlook22:52 Two stocks with 10-bag potential24:44 Portfolio construction & commodity exposureWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is 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 5406 Hosted on Acast. See acast.com/privacy for more information.

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!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 in09:33 China’s collapsing birth rate13:23 China’s property crisis & the wealth effect18:10 SaaS stocks vs AI: fear or opportunity?———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 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.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 & AI03:18 #1: More companies return to public markets (IPOs)07:16 #2: A wave of spinoffs from global conglomerates09:24 #3: Active management starts to outperform13:08 #4: Equal-weight S&P 500 beats the index15:37 #5: Stick with Asia despite strong gains18:37 #6: Alternative asset managers struggle21:08 #7: Unlisted sports teams are in a bubble24:14 #8: Precious metals bubble starts to unwind27:01 #9: “Quality” stocks underperform again29:24 #10: Australia underperforms global markets32:33 #11: UK stocks continue to surprise34:56 #12: Investing democratisation accelerates38:43 #13: Beaten-up apparel brands bounce back41:07 #14: Australian tourism benefits from weak AUD———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.

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.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 stocks05:03 Silver’s huge run and why it matters07:14 Bryce explains his full portfolio reset19:20 Community Question27:55 Super done right———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. 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.

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).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 Survey10:17 Commodities, Future of Health and The Rise of Luxury Feelings18:32 China's Growing Influence and The Year of Stock Turnarounds25:20 TransMedics vs Xero: Our Top Picks for 2026———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.

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. 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 design13:57 Private markets explained and why companies are staying private longer21:08 How Alex builds portfolios35:56 The golden rules for 2026Ready 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 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.

We’re back with Essentials, breaking down how we actually invest.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 explained02:33 Building the core04:25 Why beating the market is so hard06:22 Bryce’s core portfolio08:14 Ren’s core portfolio08:42 Dollar cost averaging13:06 The satellite portfolio14:00 Finding stock ideas17:54 The 4-step checklist23:17 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.———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. Hosted on Acast. See acast.com/privacy for more information.

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.In this episode:02:13 Rule #1: Always think long-term03:23 The Lehman Brothers example04:40 Rule #2: Your savings rate matters more than returns05:22 Why small changes compound07:25 Rule #3: Diversification08:32 Rule #4: Keep costs low09:10 The Buffett fee example13:29 Rule #5: How to look for great companies16:21 Rule #6: Fads fade, competitive advantages last18:18 Buffett “moats” and Helmer’s Seven Powers explained21:36 Rule #7: Why automation beats willpowerWant 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/eReady 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 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. Hosted on Acast. See acast.com/privacy for more information.

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.In this episode:01:00 What this series covers02:30 Why we're investing in 202606:01 Compounding refresher08:48 Time in vs timing the market10:19 The risk of not investing13:18 Why we love stocks17:13 How great companies can work for you21:00 Amazon case study23:00 Why consistency beats perfectionReady 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 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.

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.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 2026Ready 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 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.

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.”)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 inReady 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 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.

Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.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 opportunitiesSpotting upgrades and avoiding blow-upsAnd how he’s thinking about themes like AI, mining services and Life360 for 2026For 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 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.

We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.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 lifecycleThe process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk awayReady 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)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead 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/privacy for more information.

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.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-hypeReady 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, 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.

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.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 doorReady 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 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.

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.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.———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 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.

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.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.———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/privacy for more information.

Are you being ripped off…without even realising it?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 competitionHow gambling, auctions, and “loyalty” programs pull psychological levers to keep you spendingThe housing policy trap politicians won’t touch — and the bold fix Chris would push through if he was PM for a dayCheck out Chris' new book at all good booksellers.———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.

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.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———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/privacy for more information.

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.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 runEmerging market trends to watchStrap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.———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/privacy for more information.

Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. 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 portfolioWe compare two ex-US ETFs that look similar but are wildly different under the hoodAnd Matt Ingram helps Josh refine his stock-heavy portfolioTo submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly email———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.

Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.Financial adviser Dylan Pargiter-Green returns with three case studies:the FIRE retiree aiming to quit at 40the “early mark” retiree planning to stop work in their 50sand the classic retiree looking to finish in their 60sWe 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———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/privacy for more information.

Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward.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 averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.———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 GuruFocusResearch 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.

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.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 fundamentalsHow Magellan is positioning for the AI revolutionWhy Alan still backs companies like Microsoft, TSMC and NestléThis 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———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/privacy for more information.

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?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.Timestamps1.23 News and Markets12.16 Community Question on ETF Overlap19.40 Tim Carleton Insights20.20 On the Big Banks26.41 Why Tim thinks Private Markets are an Illusion———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/privacy for more information.

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.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 internetFor listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly email———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.

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.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———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/privacy for more information.

Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.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 backHow to achieve steady, consistent returns from propertyWhy greenhouses are a growing part of Centuria's portfolioThis 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—------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.

In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.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.———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 checklistTrack 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.

It is time we rethink our approach to China? 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. ———  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 professional.  Equity Mates Media operates under Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.

We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. 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 —------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 GuruFocusResearch 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.

Today's guest thinks we need to rethink our views on China.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 ofThe valuation gap between Chinese companies and their western peersA deeper dive into the 'DeepSeek moment' and a look at China's AIWhere Fidelity see the most compelling opportunities——— Thank you to Fidelity for sponsoring this episode.Learn more about the Fidelity Asia Active ETF by visiting their website.——— 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 professional.  Equity Mates Media operates under Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.

Once again, everything is hitting all-time highs. 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 —------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 GuruFocusResearch 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.

Your portfolio should be changing with your life. 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 accumulatorThe pre-retireeThe 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.—------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 PointsWatch 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 handbookOr our free 4-step stock checklistFind company information on TIKRTrack 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.

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. 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 —------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 GuruFocusResearch 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.

Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. 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.———  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 professional.  Equity Mates Media operates under Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.

Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong. 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 —------  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 Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.

Buy or Sell is back with a new host! 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...—---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 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.

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.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 capsListen to: Mr Beat up on LVMH—------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 GuruFocusResearch 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.

This expert doesn't just talk disruption, he invests in it.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 outperformanceHis thoughts on US tech dominance and China’s comebackHow investors can position for the next wave of global growthThis 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.—------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.

For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. 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 —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 PointsListen to the podcast Apple Spotify YouTubeRead the monthly emailLooking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRTrack your portfolio with SharesightThanks to Revolut, sign up at revolut.com/equitymates today. Consider PDS & TMD at revolut.com/AU/. Revolut Payments Australia Pty Ltd (AFSL 517589)—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.