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 PodcastBuy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more
For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management. If you want to hear more from Adam…
Equity Mates Investing PodcastNintendo's record-breaking launch, Mr. Beat-Up's best pick yet & Pimp my Portfolio
Nintendo may have some of the most valuable IP of any entertainment company (Pokemon, Mario, Zelda etc.) but on thing its never been able to do is launch two…
Equity Mates Investing PodcastMonash IVF's shocking mix-up, comparing 3 core portfolios & is Bryce closer to turning $500-to-$5k
Bryce set himself a big task this year: turn $500 into $5,000. It's been a bumpy ride, but as we halfway through the year we're checking in to hear how he's…
Equity Mates Investing Podcast4 proven ways to pick winning small caps - Luke Laretive
Luke Laretive is the CEO of Seneca Financial Solutions and Portfolio Manager of the Seneca Small Companies fund. In today's episode we discuss four ways Luke…
Equity Mates Investing PodcastHow is CommBank worth $300B, Teaching kids about investing & Pimp my Portfolio with Adam Dawes
Commonwealth Bank has become the first Australian company to reach a $300 billion valuation. To put that in perspective, NAB ($118bn), Westpac ($114bn) and ANZ…
Equity Mates Investing PodcastThree Aussie stocks that break the boring stereotype - David Wilson | First Sentier Investors
Today's guest is here to change how we think about large Australian stocks. We're joined by David Wilson, Deputy Head of Australian Equities Growth at First…
Equity Mates Investing PodcastWhy housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive
Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics…
Equity Mates Investing PodcastAsk an Adviser: Don't do this with your super & tax-efficient investing for kids + more
How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode. Alex and Scott, co-founders…
Equity Mates Investing PodcastAustralia's best asset class, Michael Burry sells everything & buying property with mates
Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar…
Equity Mates Investing PodcastWhy markets are ripping despite all the risks - Lukasz de Pourbaix | Fidelity
Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes…
Equity Mates Investing PodcastUranium stocks rip, Super tax explained & why Aussie tech reaches crazy valuations
The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate. In today's episode we break down the proposed…
Equity Mates Investing PodcastBitcoin hits all-time highs, why Ren owns Catapult & Pimp my Portfolio with Matt Ingram
In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped. The blue-chip cryptocurrency is up more…
Equity Mates Investing PodcastWhat Labor's win means for Australian Property - Sam Gordon | Australian Property Scout
The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that…
Equity Mates Investing Podcast6 stocks we’re watching, Aussie rate cuts & balancing building wealth and enjoying life
One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas. In…
Equity Mates Investing PodcastI was wrong about FIRE, here's what changed - Aussie Firebug
Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community. In today's episode of the podcast we catch…
Equity Mates Investing PodcastInvesting on easy mode, what's driving markets right now & Pimp my Portfolio with Adam Dawes
The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation. The important thing is while we've felt those…
Equity Mates Investing PodcastIs a recession baked in? - Kellie Wood | Schroders
"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path. Today we…
Equity Mates Investing PodcastTwo baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update
There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook. In today's episode we run an eye over both…
Equity Mates Investing PodcastAsk an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our…
Equity Mates Investing PodcastAI is eating search, Buffett bets on pizza & property hits all-time highs
One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data points this week - one from Reddit's earnings call and a…
Equity Mates Investing PodcastUS market to hit all-time highs in 2026 - Tony Crescenzi | PIMCO
Tony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor. Joining us from New York, Tony shares with us: How Tony…
Equity Mates Investing PodcastOur biggest Buffett lessons, Reddit's round trip & investing tools that make it easy
The US stock market had its longest winning streak since 2004. That was not a sentence we expected to write after the past month in markets. The S&P 500 went…
Equity Mates Investing PodcastBuy or Sell: William Mumford - Resmed, Commonwealth Bank, BHP & more
For today's episode of Buy or Sell, Adam Keily is joined by William Mumford, Deputy Portfolio Manager at Auscap Asset Management. Here are some of the names…
Equity Mates Investing PodcastMeta and Microsoft surprise, Aussie rate cuts "locked in" & Pimp my Portfolio
The Reserve Bank of Australia next meets on 20 May, but one major Australian bank already believes an interest rate cut is "locked in". Tune in to today's…
Equity Mates Investing PodcastHow this investor stays focused when markets go wild - Will Granger | Airlie Funds Management
There's opportunity in Aussie smalls. That is the message from today's guest. Will Granger is the Portfolio Manager of the Airlie Small Companies Fund. In…
Equity Mates Investing PodcastSo much for that “bloodbath”, Bryce’s latest stock pick & the Unhelpful Desk
It is almost one month to the day that President Trump stood in the Rose Garden of the White House and announced his tariffs. The market fell, the media called…
Equity Mates Investing PodcastAsk An Adviser: Retirement tax strategies everyone should know - Dylan Pargiter-Green
The more you understand about the Australian financial system, the more you realise there are plenty of ways that those with means find ways to minimise tax…
Equity Mates Investing PodcastTesla's crash, dumbest money advice & Pimp my Portfolio with Matt Ingram
Tesla's first quarter earnings report was a car crash: vehicle deliveries down 13%, revenue down 9% and profit down 71%. Ouch! Yet, despite those numbers, the…
Equity Mates Investing PodcastClare O'Neil & Michael Sukkar on Australia's housing crisis | Election 2025
The Australian federal election is fast approaching. One of the biggest focus areas for both sides of politics has been housing. With the cost of housing…
Equity Mates Investing PodcastJim Chalmers & Angus Taylor on Australia's economic future | Election 2025
What does Australia's long-term economic future look like? Before Australians head to the polls on 3 May, we sat down with the two men vying to shape the…
Equity Mates Investing PodcastMeta's big breakup, the market doesn't wait & Pimp my Portfolio with Matt Ingram
“Bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price” - Warren Buffett When is the right time to buy the…
Equity Mates Investing PodcastA playbook to profit in 2025 - Ben Richards | Seneca Financial Solutions
Ben Richards is the co-Portfolio Manager of Seneca Small Companies fund. In today's episode we pick his brains on the recent market turmoil and where he's…
Equity Mates Investing PodcastChina targets Boeing, Bryce's $500-to-$5k mistake & top stock from 10 investor letters
"I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy." - Peter Lynch The initial panic of…
Equity Mates Investing PodcastHunting for 10-baggers - James Abela | Fidelity
Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested…
Equity Mates Investing PodcastHousing pump election, the trade war goes to TikTok & the next ResMed?
"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve Schwarzman After a couple of wild weeks in markets, this week has…
Equity Mates Investing PodcastBuy or Sell: Nick Guidera - DroneShield, Temple & Webster, Nuix & more
For today's episode of Buy or Sell, Adam Keily is joined by Nick Guidera, Portfolio Manager at Eley Griffiths Group. Here are some of the names Adam and Nick…
Equity Mates Investing PodcastNasdaq's best day ever, how we're investing now & Mr Beat-Up: "I'm spoiled for choice"
“The key to making money in stocks is to not get scared out of them” - Peter Lynch It can feel like a scary time in markets, but we're here to tell you: don't…
Equity Mates Investing PodcastOffice Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria
The world of commercial real estate has been a world of divergent fortunes in the past 5 years. On one hand, office buildings have struggled in a…
Equity Mates Investing PodcastDon’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying
"You make most of your money in a bear market. You just don't know it at the time." - Shelby Davis The global stock market sell off continues. The US market…
Equity Mates Investing PodcastAsk an Adviser: This could save your life (insurance) - Phil Thompson
Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around life insurance. In today's episode we speak to Phil about…
Equity Mates Investing PodcastTrump tariff tsunami, 7 new stocks on our watchlist & how to play the defence boom
Remember: In hindsight, all previous market crashes have looked like great buying opportunities. Globally, stocks are down after US President Trump's tariff…
Equity Mates Investing Podcast3 more rate cuts in 2025? - Sam Watkins | PIMCO
3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers. PIMCO manages trillions of dollars globally for…
Equity Mates Investing PodcastA rough Q1, behind the scenes with Bryce and his adviser & cost-of-living election
Bryce has gone through the process of getting personal financial advice, and on today's podcast we speak to him and his adviser Matt Ingram from Northhaven…
Equity Mates Investing PodcastExpert: Christopher Joye - Navigating inflation, DOGE's impact & RBA's "humiliation"
Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR. Chris is never one to pull his punches, so tune in as…
Equity Mates Investing PodcastDon't make this $700,000 mistake, robo-taxis accelerate roll out & Pimp my Portfolio with Adam Dawes
Could this one investing mistake cost you $700,000? We've done the maths and found that one simple change to your investing portfolio can make a huge…
Equity Mates Investing PodcastBasis Points: Up 4x since 2019, where to next for ETFs with Emma Quinn and Oran D'Arcy | Cboe Australia
Today we share the final episode of our Basis Points launch series. Basis Points is all about finding that small improvements that compound into big outcomes…
Equity Mates Investing PodcastAustralia’s pre-election Budget, how one Wall Street titan is buying the dip & what to do about stock buybacks
The Australian government handed down its pre-election Budget and we discuss some of the big announcements. (And Ren gets on his high-horse). That's only the…
Equity Mates Investing PodcastBasis Points: Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that…
Equity Mates Investing PodcastA good reminder of why we invest, Pimp my Portfolio with Adam Dawes & Katy Perry is going to space
Money doesn't make you happy. But it does give you control over your life. And it turns out, that makes you happy. That was the conclusion of Angus Campbell, a…
Equity Mates Investing PodcastBasis Points: There's more to life than the Magnificent Seven with Alexander Whight | Milford
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that…
Equity Mates Investing PodcastSuper funds are outgrowing Australia, Pimp my Portfolio with Luke Laretive & the crippling effect of fees
There was always going to be a day when this happened. Australia's superannuation industry has grown to more than $4 trillion assets under management. That is…
Equity Mates Investing PodcastBasis Points: What you're getting wrong about diversification with Adam Bajcarz | Apt Wealth
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that…
Equity Mates Investing PodcastASX plunges 9%, three stocks with Mr. Beat-Up & should I buy crypto ETFs?
The ASX 200 is down 9% in one month, in today's episode we unpack how we're approaching this fall. That's only the start of another big episode of Equity…
Equity Mates Investing PodcastBasis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that…
Equity Mates Investing PodcastWhat we’re buying as US stocks fall, Bryce delivered 21% in a month & is VDAL a better version of DHHF?
The week started with huge falls in US markets - led by the big tech stocks all falling at least 3%. In today's episode we look over the falls and chat about…
Equity Mates Investing PodcastIntroducing: Basis Points - Don't blow up your clients money with Charlie Viola | Viola Private Wealth
We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound…
Equity Mates Investing Podcast10 stocks that have us excited, Pimp my Portfolio with Adam Dawes & Aussie economy turnaround
We cover a lot of content here at Equity Mates. From our interviews with expert investors, keeping up with the news for our daily newsletter, and just…
Equity Mates Investing PodcastVolatility is back, so are the opportunities - Seb Mullins | Schroders
Today we speak to Seb Mullins, Head of Multi-Asset and Fixed Income, Australia at Schroders. The past few months in markets have been a wild ride. After…
Equity Mates Investing PodcastEuropean stocks are ripping, the portfolio of England's Warren Buffett & Australian house price update
While the US stock market is falling, European stocks are ripping - the Stoxx 600 index is up 10.5% for the year - that's why its important to be globally…
Equity Mates Investing PodcastBuy or Sell: Ben Richards - WiseTech, Guzman y Gomez, Catapult, Antipa Minerals and more
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Tune in to hear Ben and Adam chat about the following…