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: Henry Jennings - Liontown, Zip, Qantas, NextDC, Lynas & more
We're back with another edition of Buy or Sell with Adam Keily. Today he is joined by Henry Jennings, Senior Market Analyst at Marcus Today. Adam and Henry are…
Equity Mates Investing PodcastRen's portfolio revamp: VAS is gone! & Pimp my Portfolio with Adam Dawes
Ren is selling his holdings in Australia's most popular ETF - VAS (aka Vanguard Australian Shares Index ETF). Has he fallen out of love with the product or is…
Equity Mates Investing PodcastExpert: Sorin Roibu - Alibaba and Baidu to beat Amazon and Google!?
Today’s guest is Sorin Roibu, co-portfolio manager of the Brandywine Global Opportunistic Equity Fund. Sorin has more than 20 years experience in the finance…
Equity Mates Investing PodcastWe review the 3 new defence ETFs, Elon's mixed week & stealing from your partner
Elon Musk had a mixed week, his Tesla cybercab event disappointed with shares falling 9%. Meanwhile, SpaceX's latest launch amazed as the booster was caught…
Equity Mates Investing PodcastMatt Barrie: How Australia's Housing Market Became a National Crisis
Matt Barrie is the CEO of Freelancer (ASX: FLN). Recently he joined us in studio for an in-depth discussion about Australia’s housing market and economic…
Equity Mates Investing PodcastSeth Klarman's portfolio revealed, the end of obesity is near & is Roblox a "pedophile hellscape"?
Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg…
Equity Mates Investing PodcastExpert: Cameron Blanks - 3 key lessons from 20 years of private equity deals | Pacific Equity Partners
Today’s guest is Cameron Blanks, Managing Director at Pacific Equity Partners one of Australia's largest and longest-tenured private equity firms. Cameron…
Equity Mates Investing PodcastPimp my Portfolio with Charlie Viola, the math behind Australian property & does Rio signal lithium is back?
Charlie Viola is one of Australia's top financial advisers, regularly topping the Barron's list of top financial advisers and advising some of the wealthiest…
Equity Mates Investing PodcastExpert: Sumit Gautam - 4 steps to find great software businesses
Artificial intelligence has been the biggest story in markets this year, but is it overhyped? Today's guest thinks it is unlikely to live up to investor…
Equity Mates Investing PodcastHow the US election will impact your portfolio, Owen Rask reveals his portfolio & shackles are off at OpenAI
Over the past few weeks, both Bryce and Ren have revealed their full portfolios. On today’s episode, we speak to Owen Rask and ask him what is in his…
Equity Mates Investing PodcastASX's best start since 2013, is Boeing a buy after 40% drop & Pimp my Portfolio with Adam Dawes
Don't look now, but the Aussie stock market is breaking records. The first quarter of the 2025 financial year (i.e. July to September) was the best opening…
Equity Mates Investing PodcastAsk an Adviser: We were under-insured, you probably are too - Phil Thompson
Insurance. It’s more interesting than you think. Over the past year we've been on a journey with Phil Thompson from Skye Wealth to sort out our own insurances…
Equity Mates Investing PodcastBryce's portfolio revealed, Aussie inflation improves & why ending negative gearing won't solve the housing crisis
Ever wondered every stock, ETF and managed fund that Bryce owns? Well this is the episode for you. After a groundswell from the Facebook Discussion Group…
Equity Mates Investing PodcastA deep dive on our personal finances - Quarterly portfolio review | PocketSmith
Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use…
Equity Mates Investing PodcastInvestor confessions, RBA holds interest rates & our top capital gains tax tips
Between May 2022 and November 2023, the Reserve Bank of Australia raised rates 13 times in 18 months. In the 10 months since, Australia's Central Bank has held…
Equity Mates Investing PodcastSuper-for-Housing is still a bad idea, Luke Laretive returns for Pimp my Portfolio and Nick Cregan breaks down the power of real estate platforms
One of Australia's great companies, REA Group, is looking to acquire the biggest real estate portal in the UK, Righmove. Today, we call Nick Cregan from…
Equity Mates Investing PodcastRen's portfolio revealed, the world is cutting rates Australia isn't & Bryce buys a mining company
The groundswell started in the Equity Mates Facebook Discussion Group: we want to see Ren's whole portfolio. So on today's episode, he nervously shares it with…
Equity Mates Investing PodcastAsk an Adviser: Inside Liam and Emma's first advice session with Christine Dang
What actually happens when you go to get financial advice? As two people that haven't been able to afford advisers, that is a question both of us (Bryce and…
Equity Mates Investing PodcastRupert's real-life Succession, Ren's latest buy & should I consolidate my ETFs?
Three of Rupert Murdoch's kids are taking him to court in Nevada, with the fate of News Corp on the line. But for Rupert that is only one challenge to his…
Equity Mates Investing PodcastWhy Index Investing: Because indexes are forever | iShares by BlackRock
Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes: Ensure you don't miss…
Equity Mates Investing PodcastChannel 9: Australian housing to fall 50%, hiding money from your partner & what makes Nvidia great
"Australian housing to fall 50%". That was the takeaway from a recent report on Channel 9's 60 Minutes after an interview with economist Harry Dent. To kick…
Equity Mates Investing PodcastNvidia's record loss, are hedged ETFs worth it, Australia's shocking savings rate & Pimp my Portfolio
Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in…
Equity Mates Investing PodcastWhy Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock
Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are…
Equity Mates Investing PodcastThese healthcare stocks are uninvestable, why we avoid small cap indexes & the business of professional sport
Last week on the podcast, Bryce mentioned that "investing in a small cap index is not the way to go if you want small cap exposure". We got a few questions on…
Equity Mates Investing PodcastBuy or Sell: Michael Gable - Gold, Paladin Energy, Goodman Group, BHP & more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Michael Gable, Managing Director of Fairmont Equities. Companies…
Equity Mates Investing PodcastBuffett bags the trillion, Zip is so back & kids that day trade
Warren Buffett first started buying Berkshire Hathaway shares in 1965 when the shares traded between $12 and $19. Fast forward 60 years and Berkshire Hathaway…
Equity Mates Investing PodcastWhy Index Investing: Income without the hassle | iShares by BlackRock
Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are…
Equity Mates Investing Podcast122 years of share market returns, Boeings bad year gets worse & Pimp my Portfolio
Over the past 122 years, the Australian share market has averaged annual returns of 13.2%. Wild. And that is despite plenty of reasons to be concerned over…
Equity Mates Investing PodcastExpert: Sam Gordon - How to get into property on any budget
To talk about the housing market, we are joined by Sam Gordon in this episode. Sam is the founder of Australian Property Scout and recently won Buyers Agent of…
Equity Mates Investing PodcastCommunity confessions, Bryce's latest investment & Aussie companies taking on the world
As Reporting Season rolls on in Australia, we take a look at some of the highlights from week 2 including 3 Aussie companies taking on the world. We also…
Equity Mates Investing PodcastWhy Index Investing: You don't miss out on growth | iShares by BlackRock
The growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated. Over 4 episodes we're going…
Equity Mates Investing PodcastGold hits all-time highs, What's in Nancy Pelosi & Bill Ackman's portfolios & Pimp my Portfolio with Adam Dawes
Australia may have just set a record with 18 golds at the Olympics, but there is another gold setting records. The price of gold has just hit $2,500 USD an…
Equity Mates Investing PodcastAsk an Adviser: Meet Bryce and Ren's mortgage broker - Chris Bates
Meet Chris Bates - the mortgage broker who helped both of us (Bryce and Ren) get into our first homes. We have been getting so many questions about buying a…
Equity Mates Investing PodcastComparing One-ETF portfolios, the golden rules of Reporting Season & the slow death of TV speeds up
Reporting Season has kicked off in Australia, as publicly listed companies share how they've gone over the past 12 months. In this episode we share what we've…
Equity Mates Investing PodcastExpert: Nitin Mathur - Don't miss India's rise | Fidelity
India's share market has been a star performer over the past few years. In the past 12 months the Nifty 50 is up 24% and over the past 5 years, it is up 118%…
Equity Mates Investing PodcastWatchlist for a market crash, Pimp my Portfolio returns & a ban on sports betting ads?
Despite record breaking Olympic coverage, Nine Entertainment has had a terrible year. Laying off employees, journalists on strike and cancelling a planned…
Equity Mates Investing PodcastBuy or Sell: Ben Rundle - Catapult, Dominos, Guzman y Gomez and more
Adam Keily is back for another episode of Buy or Sell. In these episodes, he sits down with an expert investor and works through a list of popular stocks with…
Equity Mates Investing PodcastA lot of panic for an average week, where to next for the economy & the rise and fall of media stocks
The headline that sticks with us from last week: "Recession fears in horror global bloodbath" (News.com.au). Nothing subtle about "horror global bloodbath". In…
Equity Mates Investing PodcastWhat Aussies are buying, competition amongst brokers & lessons on entrepreneurship - John Winters, CEO & cofounder of Superhero
We're joined in studio by John Winters, cofounder and CEO of Superhero. Competition amongst online stock brokers has been hot for years, and Superhero is right…
Equity Mates Investing PodcastWhat a week: RBA rate decision, Aussie market fall leads to panic, Buffett has a quarter-trillion to invest & more
There are years where nothing happen and weeks where years happen. That quote feels particularly relevant after the week we've just seen. In a big episode of…
Equity Mates Investing PodcastExpert: Chris Judd - The biggest change creates the biggest opportunities
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the…
Equity Mates Investing PodcastDon't panic: the power of long-term investing, actually useful rules of portfolio construction & is micro-investing worth it?
Last week was a tough finish for the world's stock markets. In the US, the S&P 500 was down 2.4% and Nasdaq 100 down 3.8% for the week. In Australia, Friday…
Equity Mates Investing PodcastExpert: Casey McLean - Opportunities in Australia: PolyNovo, Car Group, CSL, SiteMinder & more
Think the Australian share market is boring? Casey McLean wants to change your mind. Casey runs the Fidelity Australian High Conviction Active ETF (ASX: FHCO)…
Equity Mates Investing PodcastNuclear energy: Why it has been a top performing industry this year
We're back with another industry deep dive, this time looking at nuclear energy. In Australia, it has become a political conversation after Australia's federal…
Equity Mates Investing PodcastAsk an Adviser: Building wealth through different stages of life - Glen Hare
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to…
Equity Mates Investing PodcastWe're searching for the world's best moat, 1 million people working for you & Pimp my Portfolio
We're on a quest to find the companies with the best moat (aka long-term sustainable competitive advantages). In this episode we unpack why moats are the most…
Equity Mates Investing PodcastBeware pre-IPO ETFs, will a 14th rate rise change anything & the rise of Astrology investing
Since May 2022 we've seen 13 rate rises in Australia. On the 6th of August we'll hear from the Reserve Bank again and markets are predicting a 14th rate rise…
Equity Mates Investing PodcastBuy or Sell: Felicity Thomas - Lynas, AMD, Playside Studios & more
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Felicity Thomas of Shaw & Partners and the cohost of the Talk Money to Me…
Equity Mates Investing Podcast2024's best performing Super funds, Offset or invest in stocks & Pimp my Portfolio
As we turn the page on the 2024 financial year, the list of the best performing Super funds has been released. Listen to today's episode to hear if your Super…
Equity Mates Investing PodcastExpert: Gary Monaghan - The outsized opportunity in Asia | Fidelity
Asia is more than half the world's population and most of the world's economic growth. It is as varied, with established, slower-growing economies like Japan…
Equity Mates Investing PodcastAussie market hits all-time highs, can it continue? | Dividend reinvestment plans | Pimp my Portfolio
The Australian stock market has hit all time highs, driven by some of the most familiar names in the index - the big 4 banks are all up double-digits…
Equity Mates Investing PodcastAsk an Adviser: Tax strategies, leveraged investments, anxiety around super - Dylan Pargiter-Green
We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth. Ask an Adviser is your chance to put…
Equity Mates Investing PodcastIs Nike undervalued, the Aussie dollar is rising & investing for kids
A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode…
Equity Mates Investing PodcastExpert: Jennifer Wu - the core ingredients of a sustainable investing strategy
Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management. Jennifer has extensive experience in sustainable…
Equity Mates Investing PodcastHalf year market wrap, the worst investing take, struggling Australian media & Pimp My Portfolio
In today’s episode we: discuss the struggles facing Australian media and unpack the layoffs at Nine look at the best and worst performing stocks for the first…
Equity Mates Investing PodcastExpert: Michael Frazis - Why I sold Nvidia
Today’s guest is Michael Frazis, founder of Frazis Capital Partners. Michael is one of the most well-known growth investors in Australia, with his fund…
Equity Mates Investing PodcastHaving enough for retirement, mixed inflation news & the power of Renaissance Technologies
A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've…
Equity Mates Investing PodcastExpert: James Abela - How you can spot the next global future leader | Fidelity Global Future Leaders Fund
Today’s guest is James Abela, the co-portfolio manager of the Fidelity Global Future Leaders Active ETF (ASX: FCAP). Sifting through the universe of small to…
Equity Mates Investing PodcastSuper Micro Computer: First you buy Nvidia, then you buy Super Micro
Apparently the saying is “First you buy Nvidia, then you buy Super Micro” But have you heard of Super Micro Computers? In today's episode, we delve into Super…
Equity Mates Investing PodcastBuy or Sell ETF Edition: Andrew Wielandt - Nasdaq 100, Cybersecurity, Quality
Adam Keily is back for another episode of Buy or Sell. This episode he sits down with Andrew Wielandt from DP Wealth Advisory - a self-proclaimed ETF…