Equity Mates Investing Podcast

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 opportunities Spottin...

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 (a...

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...

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...

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 m...

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 • T...

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...

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 report...

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...

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 portfolio We compare two...

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 40 the “early mark” retiree planning to stop work in their 50s and the classic retiree looking to finish in their 60s We unpack the numbers, the lifestyle trade-offs, how much you...

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...

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 funda...

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...

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 su...

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 ·      ...

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 commer...

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 invol...

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...

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...

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 Fide...

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 man...

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 portfo...

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",...

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. -     &...