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 PodcastMeta copies another product, we’re beating the market & the chase for Warren Buffett continues
Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity…
Equity Mates Investing PodcastCopper: The metal at the centre of everything with William Taylor
Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables…
Equity Mates Investing PodcastMore bad news for property, the best way to invest & Pimp My Portfolio with Matt Ingram
Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes…
Equity Mates Investing PodcastAsk an Adviser: 4 case studies on the new CGT changes with Alex Luck
The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with…
Equity Mates Investing PodcastWhat’s a hydration break worth & Mr Beat-Up divides Bryce and Ren
What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport…
Equity Mates Investing PodcastWhere Bonds Go, Stocks Follow with Sam Watkins
Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins…
Equity Mates Investing PodcastLet the oil flow, our IPO warning & last chance tax moves
Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means…
Equity Mates Investing PodcastChris Judd Thinks You're Wrong About Rates, Bonds and AI
Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security…
Equity Mates Investing PodcastGlobal inflation is back, our search for Warren Buffett continues & your ETF portfolio questions answered
Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack…
Equity Mates Investing PodcastThe Case For Owning Fewer, Better Stocks with Stephen Arnold
Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what…
Equity Mates Investing PodcastThe stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio
The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are…
Equity Mates Investing PodcastThe Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business
Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup idea to…
Equity Mates Investing PodcastWhat Australians have been buying and selling in 2026
What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks and themes…
Equity Mates Investing PodcastHousing falls post-Budget, is adding to Super worth it & Pimp my Portfolio with Owen Rask
Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a…
Equity Mates Investing PodcastBeyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax…
Equity Mates Investing PodcastOur Monthly Portfolio Update - May 2026
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core…
Equity Mates Investing PodcastHumanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs…
Equity Mates Investing PodcastEnhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to…
Equity Mates Investing PodcastAfter the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial…
Equity Mates Investing PodcastNvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may…
Equity Mates Investing PodcastWhy private equity investors aren’t panicking about AI
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is…
Equity Mates Investing PodcastInflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for…
Equity Mates Investing PodcastHow AI improves the investing process with Arms Rosenberg
AI is everywhere in markets, but is it actually changing how great investors pick stocks? Bryce and Alec sit down with Armina Rosenberg, co-founder and…
Equity Mates Investing PodcastCommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and…
Equity Mates Investing PodcastThe $1.8 Trillion Space Opportunity with Hugh Lam
The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weather. Bryce…
Equity Mates Investing PodcastThe budget hits all investors, how you can leverage into shares & is Bitcoin back?
The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce…
Equity Mates Investing PodcastLump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right…
Equity Mates Investing PodcastApple’s battle with CBA, why even God can’t beat DCA & a community stock pick
Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a…
Equity Mates Investing PodcastWhat’s Hot, What’s Not in Commercial Property with Jason Huljich
Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding…
Equity Mates Investing PodcastThe fastest market recovery ever, 3 companies we both own & why stocks beat property
Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested…
Equity Mates Investing PodcastA better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable…
Equity Mates Investing PodcastOur Monthly Portfolio Update - April 2026
Bryce and Alec are back with their May portfolio update, looking back on April’s performance across their core ETFs, satellite stocks, income sleeve, crypto…
Equity Mates Investing PodcastThe How’s and Why’s of Private Credit with Henry Holm
Private credit has gone from niche to one of the fastest-growing parts of investing, but most people still don’t fully understand how it works, why borrowers…
Equity Mates Investing PodcastBig Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
Bryce, Ren and Simon unpack how Amazon, Google and Meta are shifting billions offshore while keeping tax bills low in Australia, why the Elon Musk v Sam Altman…
Equity Mates Investing PodcastAsk an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this…
Equity Mates Investing PodcastWhich Aussie software stocks are ready to rebound with Jared Pohl
Software stocks have been smashed as AI hype reshapes the market narrative, but is this a structural shift or a classic overreaction? Bryce and Alec sit down…
Equity Mates Investing PodcastEnd of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec…
Equity Mates Investing PodcastAllbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate, and…
Equity Mates Investing Podcast4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is…
Equity Mates Investing PodcastCrisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive
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…
Equity Mates Investing PodcastAsk an Adviser: Why earlier is better for life insurance with Phil Thompson
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…
Equity Mates Investing PodcastWall Street’s secret agent, talking super with your parents & Buy or Sell is back
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…
Equity Mates Investing PodcastFinding opportunities in well-known names with Ryan Joyce
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…
Equity Mates Investing PodcastProperty prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch
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…
Equity Mates Investing Podcast“There’s always a bull market somewhere in small caps” - Tobias Bucks
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…
Equity Mates Investing PodcastKoala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask
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…
Equity Mates Investing PodcastThe Safest Money Moves Ever Made (They hid $350 billion of gold)
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…
Equity Mates Investing PodcastOur Monthly Portfolio Update - March 2026
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…
Equity Mates Investing PodcastFrom $1,000 to $1 million: Investing for every life stage with Peter Nevill
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…
Equity Mates Investing PodcastA billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
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…
Equity Mates Investing PodcastIs your portfolio actually built for the long run? | Kerry Craig
Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation…
Equity Mates Investing PodcastOur gas tax proposal, a biotech stock pitch & the latest on property prices
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…
Equity Mates Investing PodcastThe Data Signals That Predict Winning (and Losing) Stocks with Dr. David Allen
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…
- Equity Mates Investing Podcast
Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
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…
- Equity Mates Investing Podcast
Think beyond dividends: Income options for all investors with Tom Wickenden
Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are…
- Equity Mates Investing Podcast
Bryce’s top 5 healthcare picks, 2 quality additions to the Community Portfolio & Gen Z’s $6 billion boom
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 Investing Podcast
Ask an Adviser: Why building wealth starts with cash flow - Alex Luck
Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they…
- Equity Mates Investing Podcast
We're panic buying & the most bullish Mr Beat Up yet
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…
- Equity Mates Investing Podcast
What an AI-Powered Future Could Look Like with Alex Pollak
Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex…
- Equity Mates Investing Podcast
McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell
McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with…