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!
Hosted on Acast. See acast.com/privacy for more information.
Episodes
- Equity Mates Investing Podcast
War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity
AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters. Todd Hoare from LGT Wealth Management…
- Equity Mates Investing Podcast
Don’t panic sell, an Aussie minerals community stock pick & Emerging markets 101
There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through…
- Equity Mates Investing Podcast
4 steps to find winning software stocks with Ben Arnold
What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue? Ben Arnold, Investment…
- Equity Mates Investing Podcast
The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily…
- Equity Mates Investing Podcast
Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green
Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt…
- Equity Mates Investing Podcast
Our Monthly Portfolio Update - February 2026
Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations…
- Equity Mates Investing Podcast
What SpaceX shows us about private markets with Adam Myers
SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the…
- Equity Mates Investing Podcast
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps
From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today…
- Equity Mates Investing Podcast
How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina
The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a…
- Equity Mates Investing Podcast
Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
Space isn’t science fiction anymore, it’s an $880 billion industry today. From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down…
- Equity Mates Investing Podcast
Investing for kids: turn pocket money into a portfolio
When it comes to investing for kids, the biggest advantage they have is time. But what is the best way to set it up? We answer the flood of questions coming in…
- Equity Mates Investing Podcast
Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask
Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US…
- Equity Mates Investing Podcast
Ask an Adviser: Rentvesting, Super, and Why 'Good' Money Habits Can Turn Toxic with Gemma Mitchell
Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset…
- Equity Mates Investing Podcast
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained
The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community…
- Equity Mates Investing Podcast
Private credit is booming, here’s what investors need to know
Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down with…
- Equity Mates Investing Podcast
Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished
Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations…
- Equity Mates Investing Podcast
Inflation, AI, Trump & Gold with Economist David Bassanese
Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what…
- Equity Mates Investing Podcast
From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive
Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is…
- Equity Mates Investing Podcast
4 investors, $100,000... who will win? | Portfolio Challenge
Four portfolios. One year to prove who can actually beat the market. In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally…
- Equity Mates Investing Podcast
Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse
Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a…
- Equity Mates Investing Podcast
Ask an Adviser: Make work optional with passive income - Matt Ingram
Everyone wants passive income but when should it actually be the goal, and what really works once you get there? Bryce and Ren sit down with their trusted…
- Equity Mates Investing Podcast
New portfolios, same investing journey | Monthly Portfolio Update
Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both…
- Equity Mates Investing Podcast
Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia. David shares why…
- Equity Mates Investing Podcast
Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram
Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been…
- Equity Mates Investing Podcast
Why 2026 is the Year of Resources - Luke Laretive
Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources. We're…
- Equity Mates Investing Podcast
Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?
We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. Plus…
- Equity Mates Investing Podcast
14 Bold Predictions with Andrew Brown
Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for…
- Equity Mates Investing Podcast
Bryce sells everything, European defence stocks surge & managing your Super
In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we…
- Equity Mates Investing Podcast
We're back: 4 big investing themes & our Stocks of the Year
Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of…
- Equity Mates Investing Podcast
Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth
As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss why good…
- Equity Mates Investing Podcast
Essentials: Our investing playbook
We’re back with Essentials, breaking down how we actually invest. In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index…
- Equity Mates Investing Podcast
Essentials: The fundamentals of good investing
We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, no matter…
- Equity Mates Investing Podcast
Essentials: Why we invest (& you should too)
We’re kicking off the new year sharing the essentials for kickstarting investing in 2026. In the next four episodes Bryce and Ren go back to basics and beyond…
- Equity Mates Investing Podcast
Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth
In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional…
- Equity Mates Investing Podcast
Best of the Best: We're definitely in a bubble (and that’s okay) - Alister Coleman | Folklore Ventures
In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-class…
- Equity Mates Investing Podcast
Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil
Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds. Arden explains why he…
- Equity Mates Investing Podcast
Best of the Best: Riding the waves of disruption - Anshu Sharma | Loftus Peak
We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by…
- Equity Mates Investing Podcast
Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments
We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten…
- Equity Mates Investing Podcast
Best of the Best: Good investing starts with a great process - Andrew Mitchell | Ophir
We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by…
- Equity Mates Investing Podcast
Andrew Brown reviews his 2025 bold predictions
Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he…
- Equity Mates Investing Podcast
2025 Wrapped: Best ideas, insights & investments from a huge year
2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about…
- Equity Mates Investing Podcast
Housing, shopping, gambling: How they get you - Chris Kohler
Are you being ripped off…without even realising it? We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics…
- Equity Mates Investing Podcast
Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them
Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We…
- Equity Mates Investing Podcast
Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders
Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into…
- Equity Mates Investing Podcast
Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram
Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US: obesity…
- Equity Mates Investing Podcast
Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green
Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age. Financial adviser Dylan Pargiter-Green…
- Equity Mates Investing Podcast
Warren Buffett's swan song, we're changing our core portfolios & timing your investing
Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward. Then we head to Guinea, where the long-awaited…
- Equity Mates Investing Podcast
The case for and against an AI bubble - Alan Pullen | Magellan
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype. As…
- Equity Mates Investing Podcast
50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term…
- Equity Mates Investing Podcast
Buy or Sell: Ally Selby with Arms Rosenberg
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host…
- Equity Mates Investing Podcast
Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram
One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story…
- Equity Mates Investing Podcast
The $20 billion commercial property investor - Jason Huljich | Centuria Capital
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors. With $20 billion in assets under…
- Equity Mates Investing Podcast
All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market. Plus, in Pimp My Portfolio Luke Laretive…
- Equity Mates Investing Podcast
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more…
- Equity Mates Investing Podcast
Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell…
- Equity Mates Investing Podcast
The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
Today's guest thinks we need to rethink our views on China. For year's the world's second largest economy has been seen seen as uninvestable. But there is…
- Equity Mates Investing Podcast
Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?
Once again, everything is hitting all-time highs. We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to…
- Equity Mates Investing Podcast
Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram
Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over…
- Equity Mates Investing Podcast
Tesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my Portfolio
Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the…
- Equity Mates Investing Podcast
Boosting income in 2025 with Sam Watkins | PIMCO
Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO’s Sam Watkins is back to explain why income investing is having its moment…