Equity Mates Investing Podcast

When it comes to investing for kids, the biggest advantage they have is time. But what is the best way to set it up? We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy. We cover: • Whether to invest in your own name or set up a minor trust, investment bond or super account. • The tax rules parents need to understand. • How we’...

Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia. Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just get...

Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments. In this episode: 0:00 Disclaimer + intro 0:47 Meet Gemma + the 12-step “money reset” framework 4:12 The “slingshot moment” and reframing setbacks 7:51 When good money habits become toxic (...

The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors. In this episode: 0:00...

Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space. In this episode: 0 0:00 Private cre...

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...

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 Bassanese 01:39 Why the...

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 why 06:29 — What we’re doing about it (don’t panic, build a watchlist) 11:39 — L...

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 begins 02:29 The rules 03:13 T...

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 menu 02:02 Corporate Travel Management: the 5-month trading halt story 05:25 House prices: Sydney/Melbourne flat, everyone else running hot 09:12 Introducing the Communi...

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...

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 updates 03:08 Key portfolio changes over summer (debt recycling, leverage, structure) 07:02 Ren’s new core + building an al...

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...

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 relat...

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/subscribe In this episode: 01:55 Why 2026 is the year o...

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 underst...

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...

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 underst...

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...

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:...

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 explained 02:33 Bu...

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-term 03:23 The Lehman Brot...

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 covers 02:30 Why we're investing in 2026 06:01 Compounding refresher 08:48 Time in vs timing the market 10:19 The risk of not investin...

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 mo...

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 re...