Equity Mates Investing Podcast

From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable, they’re just not being tackled long-term. We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like. Chapters: 00:00 – Introducing David Pocock: from Wallabies captain to parliament 03:04 – Quickfire: Pocock’s backstory, activism, and personal values 07:29 – What gives Pocock hope in Australian politics? 09:24 – The problem with short-term decision making in government 11:08 – Money, lobbying, and incentives in politics 20:57 – Gas tax: why Australians aren’t getting paid for their resources 30:04 – Housing crisis: supply vs tax reform and structural issues 38:36 – Gambling ads and the failure of partial bans 45:31 – AI, jobs, and why Australia isn’t prepared 51:08 – Where political pressure is actually working ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 and active managers. It’s a strong month on paper, but the real story is underneath the surface: Spotify’s sharp post-earnings drop, TSMC’s monster quarter, and Alec’s growing conviction that infrastructure could play a bigger role in an income-focused portfolio. In this episode: 00:00 – Welcome back: April portfolio review and what’s on the agenda 01:26 – Bryce’s portfolio: core ETFs, satellite positions and active managers 07:28 – Alec’s portfolio: DCA, income sleeve and infrastructure ideas 17:32 – Reporting season begins: why US earnings matter for their portfolios 17:52 – TSMC deep dive: AI demand, margins and valuation 22:56 – Spotify earnings recap: strong numbers, weak market reaction 24:49 – Four-step stock checklist: is Spotify still a hold? 34:05 – What’s next: upcoming earnings, thesis reviews and portfolio decisions Stocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 use it, or where the risks sit. In this episode, Bryce and Alec sit down with Balmain’s Henry Holm to unpack the private credit boom in Australia, why banks have stepped back, how non-bank lenders create value, and what investors should look for before backing a manager. If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visit balmain.com.au/equitymates. In this episode: 00:00 — Why private credit is having a moment 01:24 — Henry Holm’s first investment lesson 02:25 — Why private credit exists 03:32 — How the Australian market has changed since the GFC 08:45 — A real-world private credit deal in Sydney 12:28 — Bank competition, underwriting risk, and red flags 17:30 — US private credit stress vs Australia’s market 22:59 — How to assess a private credit manager 26:56 — Red flags investors should watch for 28:06 — Best deal & best company you’ve ever discovered 29:47 — Investing resources and reading list 30:49 — Advice for young investors ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 courtroom battle matters far beyond tech gossip, and whether Mr Beat Up's 65% "catalyst" stock is a buying opportunity or a fair reflection of deeper structural risks. In this episode: 00:00 Welcome & Special Co-Host 01:06 Big Tech Tax Loopholes 04:25 Musk vs Altman Goes to Court 07:25 Strong US Earnings Q1 Results 11:05 Mr Beat Up is Back 12:11 Stock Breakdown 13:42 Why the Stock Is Down 65% 18:04 Four-Step Stock Checklist Analysis 24:53 FIFA World Cup Catalyst 27:26 Final Investment Verdict Stocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT) *This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7. Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858 ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors. In this episode: 00:00 Listener Mailbag Intro 01:13 Market Volatility & Staying Calm 02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources 06:54 Moving Holdings Between Brokerage Platforms 09:51 ETF Strategy for Older Investors 13:01 Investing for Kids & Tax Considerations 15:18 Rebalancing Portfolio to Geared Products 17:31 Micro-Investing vs ETF Costs 19:30 US Stocks Tax Implications 20:24 Why Infrastructure in Portfolios is a MUST 22:35 Super Catch Up Contributions Explained 24:52 Investing in Property During Interest Rate Hikes 25:49 CGT Discount Drop Discussion & Property Outlook 27:29 When to Sell an Investment Property 30:14 Final Question: Pay Down Mortgage or Invest? ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 with ECP’s Jared Pohl to unpack what’s really changed, what hasn’t, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger. Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at https://ecpam.com. In this episode: 00:00 The software sell-off and big question for investors 00:47 Jared Paul joins: owning losses and market reality 02:09 Has anything fundamentally changed for growth investors? 03:37 How deep the software sell-off really is 05:14 Why software isn’t the real moat 08:11 Which software companies are actually at risk 13:43 Valuations reset: opportunity or warning sign? 18:21 The bull case: AI-driven productivity and future upside ETFs and stocks mentioned: WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO. Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering. In this episode: 00:00 Intro & Episode Overview 01:54 GLP-1 Drugs Surprise Benefit 05:04 Tim Cook steps down as Apple CEO 10:57 Why Brad Jacobs and QXO have investors paying attention 15:52 Bryce's Portfolio Strategy Update 18:22 Community Q&A: GHHF, DHHF and geared ETF exposure 20:42 Community Q&A: Debt Recycling vs Borrowing to Invest 24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying 29:31 Final Thoughts & Wrap Up Stocks & ETFs mentioned: Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 a practical look at how Bryce is trying to bring more structure to his stock picking. It’s a sharp reminder that markets can get irrational fast and that having a repeatable investment process matters when the noise gets loud. In this episode: 00:00 - Allbirds' ditches shoes for AI 07:47 - Why LIV Golf may be running out of runway 14:39 - Bryce's new investment process 18:40 - Using the four step stock checklist 20:43 - DCFs, fair value and testing assumptions 23:35 - Cooling-off periods and writing theses 27:23 - Running the current portfolio through the framework 31:12 - Why being directionally right matters more than perfect models ETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA) DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. Hosted on Acast. See acast.com/privacy for more information.

Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper? In this episode: 00:00 – The $25K portfolio challenge explained 00:39 – Meet the competitors (and one strategic absence?) 03:11 – Market update: rallies, war, and oil shocks 08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound 13:59 – Cam’s portfolio: uranium pain, long-term conviction 20:15 – Ally’s portfolio: biggest losses and tech pivot 24:53 – Ren takes the lead (just) and shifts strategy 29:24 – Final portfolios locked for the next quarter Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young. In this episode: 00:00 Episode Preview & Intro 01:46 Iran War Market Impact 04:44 Aston Martin Crisis Explained 08:10 Luxury Brands: Winners vs Losers 09:10 Community Portfolio 09:42 Portfolio Performance Update 11:59 Josh’s Investing Story & Pitch 13:28 EV ETF Pitch (DRIV) 13:56 EV Demand Data 16:21 Risks of the EV Boom 18:29 Pimp My Portfolio with Luke Laretive 19:13 Lachie's Portfolio Breakdown 21:02 Luke's First Impressions 22:01 Infratil (IFT) Deep Dive 24:24 Other Stock Picks Critiqued 26:15 ETF Fees and Overlap Discussed 27:20 Final Thoughts & Wrap Up Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn. If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/ In this episode: 00:00 – Why protecting wealth matters 00:40 – Meet insurance specialist Phil Thompson 02:37 – Real-life claim: tragedy, and why insurance matters 06:50 – The biggest mistake: relying on super 10:07 – DIY vs advisor: what you’re missing 13:14 – Mistakes advisors make (yes, really) 16:44 – Case study: 36-year-old with kids and a mortgage 27:12 – Super vs outside super: how to pay smarter ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now. In this episode: 00:00 War, Markets & Big Stories 04:05 Bill Ackman’s Music Industry Bet 05:51 Wild Wall St Analyst Spy Mission 12:26 Community question: How to talk to parents about Super 19:06 Buy or Sell Is Returning 21:10 Buy or Sell: DroneShield 22:27 Buy or Sell: Guzman y Gomez 23:27 Buy or Sell: NextDC 24:39 Buy or Sell: Liberty Media 26:07 Buy or Sell: Dealer's Choice Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats. In this episode: 00:00 – Why the best investments can be hiding in plain sight 01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com 04:08 – Magellan’s philosophy: quality, concentration and valuation discipline 07:18 – Why big, well-known stocks still get mispriced 10:57 – Finding an edge when everyone has the same information 17:01 – Portfolio balance, volatility and stock selection 18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies 38:14 – Apple, investing resources and Ryan’s advice for young investors ETFs & Stocks mentioned: Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio. In this episode: 00:00 Market Shake-up: Housing, War & Super Changes 02:13 Auction Clearance Rates Plunge: What’s Driving It? 04:08 Will Australian Property Fall in 2026? 04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk 07:01 Australia's Fuel Supply Warning 07:45 E-Bike Demand Surge 08:36 AustralianSuper Portfolio Changes Explained 11:35 X Marks the Stock Returns 12:40 Bill Ackman Sparks Fannie & Freddie Frenzy 16:35 The X Hype Stocks: Space, AI & Infrastructure Plays 23:49 Community Portfolio 'No Brainer' Pitch 25:31 Ash Pitches Alphabet 27:09 Why Alphabet Still Wins 28:15 Apple vs Google Debate 28:52 Community Portfolio Decision: Buy or Pass? ETFs & Stocks mentioned in this episode: CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid. In this episode: 0:00 What Tobias has changed his mind on 3:14 Growth investing biases and why valuation matters 9:04 Where the bull markets still exist in small caps 12:04 AI infrastructure boom: are we near peak CapEx? 18:03 Tobias’ investing process: finding quality small caps 25:25 Stock deep dive: Mueller Industries 36:06 Stock deep dive: NKT ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX) This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio. In this episode: 00:00 Koala IPO Breakdown 02:57 SpaceX IPO Speculation 04:36 Eli Lilly Weight Loss Pill 06:17 Nike Stock Drops Hard 07:36 Anthropic Code Leak Shock 09:39 Iran Conflict Market Impact 10:33 Why You Stay Invested 13:21 Pimp My Portfolio with Owen Rask 13:52 John’s Portfolio Breakdown 16:53 Owen’s First Impressions 18:22 Concentration Risk Explained 20:28 Bond ETF Strategy 22:03 Portfolio Growth Focus 23:35 Gold & Defence Strategy 26:22 Geographic Diversification Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible. In this episode: 1:33 Operation Fish: Churchill moves Britain’s gold to Canada 7:34 Fort Knox: America’s gold vault and the conspiracy theories 15:21 Volvo EX90 16:05 The Atocha: the most valuable shipwreck ever recovered 24:50 The invention of money: from barter to banknotes 33:45 Voting on the safest money move of all time This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 markets are often when long-term investors do their best work. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 Monthly Portfolio Recap 00:50 Market Drop & Macro Context 02:15 Waymo Growth & Robo Taxis 04:36 Portfolio Tracking With Sharesight 05:36 Ren’s ETF Strategy & DCA 07:22 Bryce’s ETF Allocation Strategy 09:20 Ren’s Portfolio Performance 10:42 Bryce’s Portfolio Performance 15:05 Why Portfolio Construction Matters 16:11 Deploying Cash In A Downturn 17:50 Cutting Stocks Is Hard 19:51 Bryce’s Recent Stock Additions 23:59 Ren’s Borrow-To-Invest Strategy 29:50 Lessons From A Tough Month Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 first $1,000 all the way to a seven-figure portfolio. In this episode: 0:00 Why portfolio construction changes over time 1:18 What Peter has changed his mind on about investing 2:31 The three questions that shape every portfolio 6:05 What to do with your first $1,000 8:20 How to think about a $10,000 portfolio 10:29 What changes at $100,000 16:47 How to build a $1 million portfolio 33:08 Fees, temperament and the one rule that always matters ——— Want to get involved in the podcast? Record a voice note And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore. In this episode: 0:00 Trump’s $1 billion offshore wind backflip 3:18 Meta and Google lawsuits heat up 6:25 Australia’s inflation print and diesel shortages 8:14 Iran tensions, oil prices and staying invested 11:29 Community Portfolio pitch: Spotify 20:14 Community Portfolio update vs DHHF 22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points AppleSpotifyYouTubemonthly email ——— Looking for some of our favourite research tools? Basics of ETF handbook4-step stock checklistTIKRGood ResearchSharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.