Equity Mates Investing Podcast

A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio. In this episode: 00:00 Koala IPO Breakdown 02:57 SpaceX IPO Speculation...

What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible. In this episode: 1:33 Operation Fish: Churchill moves Britain’s gold to Canada 7:34 Fort Knox: Ameri...

Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 Monthly Portfolio Recap 00:50...

Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio. In this episode: 0:00 Why portfolio construction changes over time 1:18 What Peter has changed his mind on about investing 2:31 The three questions that shape every portfolio 6:05 What to d...

Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore. In this episode: 0:00 Trump’s $1 billion offshore wind backflip 3:18 Meta and Google lawsuits heat up 6:25 Australia’s inflation print and diesel shortages 8:14 Ir...

Bryce and Ren sit down with Kerry Craig , Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger. In this episode: 00:00 Why Asset Allocation Matters 02:28 Kerry Craig’s...

What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky. In this episode:  0:00 Meta abandons the metaverse after $80B 6:00 Oil shock, Iran tensions & market reactions 9:00 Why long-term investor...

What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thi...

Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it. In this episode: 0:00 Global markets update: rates & inflation 3:16 Why Australia is out of sync with t...

Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it. In this episode: 0:00 Why income investing is booming (even for younger investors) 6:50 The full menu: dividends, bond...

In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio. 0:00 The Gen Z $6b boom 5:30 How to invest in the trend 7:20 Building a healthcare portfolio 8:40 Eli Lilly & GLP-1 dominance 10:30 ProMedicus & Intuitive Surgical 14:05 TransMedics & CSL breakdown 2...

Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest. In this episode:   0:00 Why cashflow is the foundation of every financial plan 4:45 The truth about what people think they save vs reality 11:40 The buck...

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%... is it a broken story or a massive opportunity? Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life sk...

Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out. This episode has been sponsored by Loftus Peak. Support from pa...

McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks. PLUS: Calling all bulls, bears and party animals! The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival. Join us on Saturday 24 Octob...

AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters. Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation. In this episode: 00:00 What Australia can...

There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think. In this episode: 00:00 Iran, markets and why you shoul...

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue? Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7. In this episode: 00:00:00 Investing Beyond The Mag Seven 00...

A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure. In this episode: 00:00 eBay stalking scandal: what happened 07:14 eBay fallout: pleas, severance, board governance 09:23 RAMageddon: what DRAM is and why AI is driving shortage 14:18 Winners: DRAM...

Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches. In this episode: 00:00 – King of the Case Study turns calculator builder 02:41 – Debt Recycling Explained (30 Seconds or Less) 05:25 – Is Debt Recycling More Risky? 11:10...

Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors. In this episode: 0:00 Monthly portfolio check-in format + what’s changing 1:50 Sharesight setup + why we track this way 2:25...

SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies. In this episode: 0:00 SpaceX, IPO rumours & why private markets...

From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action. Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sy...

The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story. So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched.  We hear Diana’s take on what’s driving this disconnect across; housing and i...

Space isn’t science fiction anymore, it’s an $880 billion industry today. From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax. Plus, the...