Equity Mates Investing Podcast

Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200.00:00 The global baby bust07:31 Beaten-up stocks making a comeback12:03 China’s tech bubble & wild IPO valuations17:35 China’s humanoid robotics boom23:00 Community question: QOZ vs A20024:22 Factor investing explained29:54 QOZ vs A200: performance, holdings & fees35:10 How to use factor ETFs in a portfolioStocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market: 688808), MetaX Integrated Circuits (SSE STAR Market: 688802), Moore Threads Technology (SSE STAR Market: 688795), BHP Group (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Betashares FTSE RAFI Australia 200 ETF (ASX: QOZ), Betashares Australia 200 ETF (ASX: A200), Vanguard Global Value Equity Active ETF (ASX: VVLU), VanEck Australian Quality ETF (ASX: AQLT), Betashares Australian Quality ETF (ASX: AQLT), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Global Quality Leaders ETF (ASX: QLTY), Betashares Australian Momentum ETF (ASX: MTUM), Betashares Global Momentum ETF (ASX: MTUM), VanEck MSCI International Small Companies Quality ETF (ASX: QSML), Vanguard MSCI International Small Companies Index ETF (ASX: VISM), Vanguard Global Minimum Volatility Active ETF (ASX: VMIN), iShares Edge MSCI Australia Multifactor ETF (ASX: AUMF), Vanguard Global Multi-Factor Active ETF (ASX: VGMF)Grab your FinFest tickets today: https://www.finfest.live/———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambitious push into banking & financial services.In this episode:00:00 — What will Australia look like in 40 years?02:11 — Australia’s ageing population & slowing economy07:56 — Canva’s valuation markdown & AI problem14:12 — Do you really need $1 million to retire?20:37 — Can shares help your super beat inflation?22:43 — Mr. Beat Up: Grab29:02 — Does Grab have a competitive advantage?35:01 — Grab’s valuation & the super app opportunityStocks & ETFs Mentioned: Grab Holdings (NASDAQ: GRAB), Uber Technologies (NYSE: UBER), Sea Limited (NYSE: SE), Jumia Technologies (NYSE: JMIA), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Space Exploration Technologies Corp (NASDAQ: SPCX)Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. LINK: https://betashares.typeform.com/to/e7hyKA2RPlus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations.In this episode:00:00 The technologies changing everything02:05 Why innovation is accelerating07:52 AI, gene editing & the future of healthcare11:04 How ARK finds breakthrough technologies19:31 Cathie Wood’s latest Bitcoin and crypto thesis27:44 What ARK learned about risk30:48 Is AI becoming a bubble?39:00 The next trillion-dollar companiesStocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX)———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid.00:00 – The Fed raises rates as inflation stays sticky04:58 – Why the ASX keeps losing great companies overseas10:25 – Super September: Is a house and the Age Pension enough?12:21 – More Australians are reaching retirement with housing debt16:07 – Why the Age Pension may fall short17:46 – The risk of retirement rules changing21:18 – Pimp My Portfolio with Owen Rask28:18 – ETF overlap, tax consequences & simplifying a portfolioStocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO)Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. https://betashares.typeform.com/to/e7hyKA2R ———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Australia’s small-cap index might have looked calm in FY26, but beneath the surface it was anything but. Ophir Founder and Senior Portfolio Manager Andrew Mitchell joins us to unpack record sector dispersion, why reporting season exposed cracks in the earnings outlook, and how AI & data centre spending are reshaping opportunities for investors. Andrew also takes us inside Ophir’s bottom-up stock-picking process and explains why Codan remains one of the portfolio’s highest-conviction ideas.In this episode:00:00 Small caps: calm on the surface, chaos underneath05:45 What reporting season revealed about Australian earnings09:45 AI, data centres & the changing CapEx trade14:33 Southern Cross Electrical & Australia’s data centre boom17:57 Why reporting season volatility is getting harder to navigate21:56 Inside Ophir’s small-cap investment process28:44 Why Ophir avoids commodity-driven sectors33:09 The Codan thesis: gold detectors, drones & defence spendingStocks & ETFs Mentioned: BHP (ASX: BHP), Rio Tinto (ASX: RIO), REA Group (ASX: REA), SEEK (ASX: SEK), JB Hi-Fi (ASX: JBH), Cleanaway Waste Management (ASX: CWY), Integral Diagnostics (ASX: IDX), Monash IVF Group (ASX: MVF), Southern Cross Electrical Engineering (ASX: SXE), SKS Technologies (ASX: SKS), NRW Holdings (ASX: NWH), GenusPlus Group (ASX: GNP), Codan (ASX: CDA), DroneShield (ASX: DRO), TPG Telecom (ASX: TPG), Afterpay, Quanta Services (NYSE: PWR), MasTec (NYSE: MTZ), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Motorola Solutions (NYSE: MSI)Ophir publishes a free monthly newsletter covering their view on Australian and global markets, as well as the companies they are buying and selling. To sign up and learn more about their funds head to - https://www.ophiram.com.au/subscribe-equity-mates/———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.