Shows / Equity Mates Investing Podcast
Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!
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Episodes
Equity Mates Investing PodcastWhat's keeping stock markets high & is a crash likely with Seb Mullins
Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking…
Equity Mates Investing PodcastBill Ackman on building the next Berkshire, AI & his next 10-bagger
Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s…
Equity Mates Investing PodcastSearching for predictability in an unpredictable market with Warryn Robertson
Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses? Lazard Asset Management's Warryn…
Equity Mates Investing PodcastData centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings
Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest…
Equity Mates Investing PodcastMomentum, market concentration & two out-of-favour stocks with Matt Jones
The S&P 500 keeps climbing, but what if your portfolio is taking on more risk than you realise? Bryce & Ren are joined by Matt Jones, Co-Portfolio Manager of…
Equity Mates Investing PodcastTesla’s flying car, the AI boom’s biggest question & how to survive a market crash
Elon Musk has unveiled a car that can fly (sort of). But is it enough to get Tesla investors excited? Bryce & Ren unpack the latest from Tesla & Neuralink…
Equity Mates Investing PodcastAsk An Adviser: Where property is heading, debt recycling and the future of rentvesting with Pat Noll
Property prices are slipping, borrowing power is shrinking and the rules of investing in Australian real estate are changing. So is now the time to buy…
Equity Mates Investing PodcastDating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask
Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps…
Equity Mates Investing PodcastHedging explained, is it worth the fees and when it makes sense with Cameron Gleeson
Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and…
Equity Mates Investing PodcastFirmus IPO falls apart & the invisible crash behind Wall Street's record highs
The S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500…
Equity Mates Investing PodcastAsk an Adviser: Debt recycling, super & investing for kids – Community mailbag with Matt Ingram
Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax? Financial adviser…
Equity Mates Investing PodcastLive from New York: Bill Ackman, Aussie businesses & other observations
Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest…
Equity Mates Investing PodcastThe Asian Opportunities Investors Are Missing with Cameron Robertson
Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global…
Equity Mates Investing PodcastTwo IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for…
Equity Mates Investing PodcastSteve Johnson: What the market is missing about the AI boom
AI may be transformational, but does that make AI stocks good investments? Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI…
Equity Mates Investing PodcastOur Monthly Portfolio Update - September 2026
Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where…
Equity Mates Investing PodcastThe Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge…
Equity Mates Investing PodcastRBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio
The RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise…
Equity Mates Investing PodcastScott Phillips: The stock picker who doesn’t think you should pick stocks
Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks. Fresh off writing The One…
Equity Mates Investing PodcastOpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff
OpenAI hacked an Australian Medicare portal and the government didn’t find out from the company until months later. We unpack what the incident says about AI…
Equity Mates Investing PodcastAustralia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
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…
Equity Mates Investing PodcastCathie Wood: How to Invest in a World Moving This Fast
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…
Equity Mates Investing PodcastRates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask
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…
Equity Mates Investing PodcastThe Small Cap index is lying to you with Andrew Mitchell
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…
Equity Mates Investing PodcastAI panic, finding growth in Australia & who gets your Super when you die?
AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce &…
Equity Mates Investing PodcastA century of compounding: inside Soul Patts' permanent capital with Todd Barlow
What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital…
Equity Mates Investing PodcastApple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a…
Equity Mates Investing PodcastTesla’s robotaxi reality check, One Nation’s Super proposal & what would you do for $750k?
Tesla’s steering wheel-free Cybercab has hit the road, but the global robotaxi race is getting a lot more crowded, and increasingly, a lot more Chinese. Bryce…
Equity Mates Investing PodcastAsk an Adviser: Investing, Property & Super - Community Mailbag with Glen Hare
More young Australians are building serious share portfolios while feeling increasingly locked out of property, but will investing alone get them where they…
Equity Mates Investing PodcastWhy AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?
Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super…
Equity Mates Investing PodcastKnowing when to sell: How growth investor Michael Frazis manages risk
Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to…
Equity Mates Investing PodcastApple enters a new era, Super September is back & Pimp My Portfiolio with Henry Jennings
Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big…
Equity Mates Investing PodcastAndrew Page on small caps, AI & changing his mind on Bitcoin
Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why…
Equity Mates Investing PodcastOur Monthly Portfolio Update - August 2026
Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong…
Equity Mates Investing PodcastHow to Invest for a 30-Year Retirement with Kanish Chugh
Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink…
Equity Mates Investing PodcastMoney can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing
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…
Equity Mates Investing PodcastReplace your salary with dividend income with Dr. Don Hamson
Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to…
Equity Mates Investing PodcastModerna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare…
Equity Mates Investing PodcastNot all income is created equal with Helen Mason | Schroders
Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for…
Equity Mates Investing PodcastData centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising…
Equity Mates Investing PodcastHow your financial plan changes as life changes with Matt Ingram
Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school…
Equity Mates Investing PodcastBanks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed
Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data…
Equity Mates Investing Podcast4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000…
Equity Mates Investing Podcast3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry
Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some…
Equity Mates Investing PodcastAI investors are getting nervous. Should they be?
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar…
Equity Mates Investing PodcastWe're back: AI selloff reverses, US earnings, Aussie property & more
Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech…
Equity Mates Investing PodcastThe economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an…
Equity Mates Investing PodcastLuxury: How Experiences Became the New Luxury | The Decade Ahead
The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why…
Equity Mates Investing PodcastAgriculture: Robots, Drones and the Future of Food | The Decade Ahead
The world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and…
Equity Mates Investing PodcastCybersecurity: The AI too dangerous to release to the public | The Decade Ahead
AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why…
Equity Mates Investing PodcastEmerging Middle Class: 300,000 New Consumers Every Day | The Decade Ahead
The global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the…
Equity Mates Investing PodcastAI & Robotics: From $300bn to $5.2 trillion in three years | The Decade Ahead
AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to…
Equity Mates Investing PodcastEntertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this…
Equity Mates Investing PodcastElectrification: Australia’s Chance to Power the World | The Decade Ahead
Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of…
Equity Mates Investing PodcastPet Care: Australia Has More Pets Than People | The Decade Ahead
There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs &…
Equity Mates Investing PodcastLongevity: Can We Add Another 30 Years? | The Decade Ahead
People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and…
Equity Mates Investing PodcastSelf-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack…
Equity Mates Investing PodcastWhy gold fell when war broke out (and what that tells you)
Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo…
Equity Mates Investing PodcastOur Monthly Portfolio Update - June 2026
Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our…
Equity Mates Investing PodcastAlan Kohler fixes Australia - Housing, AI, Childcare & Energy
Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing…