Equity Mates Investing Podcast

Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young.In this episode:00:00 Episode Preview & Intro01:46 Iran War Market Impact04:44 Aston Martin Crisis Explained08:10 Luxury Brands: Winners vs Losers09:10 Community Portfolio09:42 Portfolio Performance Update11:59 Josh’s Investing Story & Pitch13:28 EV ETF Pitch (DRIV)13:56 EV Demand Data16:21 Risks of the EV Boom18:29 Pimp My Portfolio with Luke Laretive19:13 Lachie's Portfolio Breakdown21:02 Luke's First Impressions22:01 Infratil (IFT) Deep Dive24:24 Other Stock Picks Critiqued26:15 ETF Fees and Overlap Discussed27:20 Final Thoughts & Wrap UpStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

You’re working hard to build wealth, but what happens if you can’t earn an income tomorrow? In this episode, we go deep on life insurance, income protection, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn.If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/In this episode:00:00 – Why protecting wealth matters00:40 – Meet insurance specialist Phil Thompson02:37 – Real-life claim: tragedy, and why insurance matters06:50 – The biggest mistake: relying on super10:07 – DIY vs advisor: what you’re missing13:14 – Mistakes advisors make (yes, really)16:44 – Case study: 36-year-old with kids and a mortgage27:12 – Super vs outside super: how to pay smarter———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts.In this episode:00:00 War, Markets & Big Stories04:05 Bill Ackman’s Music Industry Bet05:51 Wild Wall St Analyst Spy Mission12:26 Community question: How to talk to parents about Super19:06 Buy or Sell Is Returning21:10 Buy or Sell: DroneShield22:27 Buy or Sell: Guzman y Gomez23:27 Buy or Sell: NextDC24:39 Buy or Sell: Liberty Media26:07 Buy or Sell: Dealer's ChoiceStocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats.In this episode:00:00 – Why the best investments can be hiding in plain sight01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com04:08 – Magellan’s philosophy: quality, concentration and valuation discipline07:18 – Why big, well-known stocks still get mispriced10:57 – Finding an edge when everyone has the same information17:01 – Portfolio balance, volatility and stock selection18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies38:14 – Apple, investing resources and Ryan’s advice for young investorsETFs & Stocks mentioned:Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio.In this episode:00:00 Market Shake-up: Housing, War & Super Changes02:13 Auction Clearance Rates Plunge: What’s Driving It?04:08 Will Australian Property Fall in 2026?04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk07:01 Australia's Fuel Supply Warning07:45 E-Bike Demand Surge08:36 AustralianSuper Portfolio Changes Explained11:35 X Marks the Stock Returns12:40 Bill Ackman Sparks Fannie & Freddie Frenzy16:35 The X Hype Stocks: Space, AI & Infrastructure Plays23:49 Community Portfolio 'No Brainer' Pitch25:31 Ash Pitches Alphabet27:09 Why Alphabet Still Wins28:15 Apple vs Google Debate28:52 Community Portfolio Decision: Buy or Pass?ETFs & Stocks mentioned in this episode:CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid.In this episode:0:00 What Tobias has changed his mind on3:14 Growth investing biases and why valuation matters9:04 Where the bull markets still exist in small caps12:04 AI infrastructure boom: are we near peak CapEx?18:03 Tobias’ investing process: finding quality small caps25:25 Stock deep dive: Mueller Industries36:06 Stock deep dive: NKTETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX)This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 Breakdown02:57 SpaceX IPO Speculation04:36 Eli Lilly Weight Loss Pill06:17 Nike Stock Drops Hard07:36 Anthropic Code Leak Shock09:39 Iran Conflict Market Impact10:33 Why You Stay Invested13:21 Pimp My Portfolio with Owen Rask13:52 John’s Portfolio Breakdown16:53 Owen’s First Impressions18:22 Concentration Risk Explained20:28 Bond ETF Strategy22:03 Portfolio Growth Focus23:35 Gold & Defence Strategy26:22 Geographic DiversificationStocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

What 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 Canada7:34 Fort Knox: America’s gold vault and the conspiracy theories15:21 Volvo EX9016:05 The Atocha: the most valuable shipwreck ever recovered24:50 The invention of money: from barter to banknotes33:45 Voting on the safest money move of all timeThis episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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/equitymatesIn this episode: 00:00 Monthly Portfolio Recap00:50 Market Drop & Macro Context02:15 Waymo Growth & Robo Taxis04:36 Portfolio Tracking With Sharesight05:36 Ren’s ETF Strategy & DCA07:22 Bryce’s ETF Allocation Strategy09:20 Ren’s Portfolio Performance10:42 Bryce’s Portfolio Performance15:05 Why Portfolio Construction Matters16:11 Deploying Cash In A Downturn17:50 Cutting Stocks Is Hard19:51 Bryce’s Recent Stock Additions23:59 Ren’s Borrow-To-Invest Strategy29:50 Lessons From A Tough MonthStocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio.In this episode:0:00 Why portfolio construction changes over time1:18 What Peter has changed his mind on about investing2:31 The three questions that shape every portfolio6:05 What to do with your first $1,0008:20 How to think about a $10,000 portfolio10:29 What changes at $100,00016:47 How to build a $1 million portfolio33:08 Fees, temperament and the one rule that always matters———Want to get involved in the podcast? Record a voice noteAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklist———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.In this episode:0:00 Trump’s $1 billion offshore wind backflip3:18 Meta and Google lawsuits heat up6:25 Australia’s inflation print and diesel shortages8:14 Iran tensions, oil prices and staying invested11:29 Community Portfolio pitch: Spotify20:14 Community Portfolio update vs DHHF22:20 Two interesting things: Baby Berkshire and Rule of 80 stocksStocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.In this episode:00:00 Why Asset Allocation Matters02:28 Kerry Craig’s First Investment04:07 What Retail Investors Get Wrong08:38 What is a Model Portfolio?15:00 The Case for Bonds20:18 Strategic Asset Allocation ExplainedJPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.Calling all bulls, bears and party animals!The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfest———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky.In this episode:0:00 Meta abandons the metaverse after $80B6:00 Oil shock, Iran tensions & market reactions9:00 Why long-term investors shouldn’t panic12:30 Aussie gas tax debate explained16:40 Community stock pitch: Telix Pharmaceuticals19:50 Portfolio update & performance check-in20:30 Australian property market: what’s happening nowStocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL)Calling all bulls, bears and party animals!The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfest———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine.In this episode:0:00 Dave Allen’s investing journey4:30 Measuring geopolitical risk9:30 What is quant (and “quantamental”) investing?14:30 Why growth forecasts can destroy returns17:30 Using AI to analyse earnings calls28:30 The red flags system explained42:00 Current shorts + best companiesStocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN)Dave's Recommendations:When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverageMoneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing)Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it.In this episode:0:00 Global markets update: rates & inflation3:16 Why Australia is out of sync with the world4:31 Oil surge and the obvious trade7:08 SPIVA report: active vs passive9:12 Best performing active ETFs in Australia14:55 ETF deep dive: what’s inside the winners15:39 Community question: should you use a trust?Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS)Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it.In this episode:0:00 Why income investing is booming (even for younger investors)6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond12:45 ETF jargon decoded: dividend vs high yield vs options strategies18:30 Royalties explained (and why they’re so powerful)22:00 Leveraged credit ETFs and the role of gearing26:20 Building an all-weather income portfolio32:00 Final thoughts + investing adviceStocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)Podcasts mentioned: Odd LotsIf you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.0:00 The Gen Z $6b boom5:30 How to invest in the trend7:20 Building a healthcare portfolio8:40 Eli Lilly & GLP-1 dominance10:30 ProMedicus & Intuitive Surgical14:05 TransMedics & CSL breakdown20:50 Community portfolio updates + Ashleigh's Caterpillar pitchStocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.  Hosted on Acast. See acast.com/privacy for more information.

Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest.In this episode:0:00 Why cashflow is the foundation of every financial plan4:45 The truth about what people think they save vs reality11:40 The bucket system: a simple way to manage spending18:20 Setting up accounts for couples and avoiding money arguments24:25 Why improving cashflow can bring financial goals forward years27:23 Tax optimisation: salary packaging, novated leases & common mistakes36:43 Super, trusts and structuring your investments properly———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.Leave inspired, better informed, and ready to take the next step on your investing journey.Register your interest for early bird tickets at equitymates.com/finfestIn this episode:00:00 Why markets panicked last week (and why we were buying)02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears05:06 The real lesson: market drops happen more often than you think07:42 Why simple investing strategies beat panic selling09:09 Panic buying: how we approached the dip10:21 Mr. Beat Up returns: analysing an 80% stock crash14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)17:12 Does Duolingo actually have a moat?24:57 Valuation check: is the stock now mispriced?Clip featured from Bloomberg News, watch the full interview here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.

Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.In this episode:00:00 Why now is the time to talk AI disruption again2:49 Alex Pollak joins: from journalism to investing6:58 Nvidia, AI winners and the software selloff12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from22:55 Humanoid robots, robo-taxis and other big AI predictions34:35 Skynet, existential risk and the darker side of AI36:03 The best company Alex has ever seen37:15 Podcasts, resources and advice for young investorsStocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media.  Hosted on Acast. See acast.com/privacy for more information.