Equity Mates Media

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Updated 01/07/2025
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Business

Updated 15/07/2021

4 DAYS AGO

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 explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation. In this episode: 00:00 What Australia can learn from New York, Hong Kong and global markets 5:08 Iran, geopolitics and whether portfolios should change 10:36 Why AI disruption is bullish 17:39 Has software bottomed? Where AI is really creating winners and losers 22:13 Real-world AI productivity: from freight to finance 33:49 Building portfolios for the truly long term 42:55 The best businesses, best resources and advice for young investors Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B). ——— 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 Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight ——— 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.

4 days ago

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54 min
5 DAYS AGO

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 geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think. In this episode: 00:00 Iran, markets and why you shouldn’t panic sell 6:14 Australian GDP: when good news is bad news 7:59 Tim Wilson’s BBOZ disaster 10:47 Community Portfolio update: first sale + where performance sits 13:22 James pitches LinQ Minerals (LNQ) 19:21 Emerging Markets 101: what they are and why they’re ripping 34:55 How to invest in emerging markets without doubling up Stocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO). ——— 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 Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight ——— 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.

5 days ago

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38 min
08/04/2025

Liberty Day, Jobs, Liquor and Second Hand Teslas

In this episode, Adam and Thomas discuss various economic issues, including the state of the labor market, the impact of tariffs, and the upcoming US employment data. They explore how these factors contribute to the overall economic outlook, particularly in relation to potential recessions and the Australian jobs market. In this episode, the hosts discuss the conflicting desires for rate cuts and job security, the downward trend in retail sales, the lasting impact of COVID on the liquor market, shifting alcohol consumption patterns, and the recent surge in secondhand Tesla sales amidst changing consumer sentiments. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

08/04/2025

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33 min
25/03/2025

Consumer confidence is down, tariffs are up. Defence spending surges. No wonder anti-depressent usage is booming.

Adam and Thomas discuss various economic themes, including the current state of inflation expectations in the US, consumer sentiment, and the implications of rising tariffs. They explore how these factors interact with political strategies and the broader economy, emphasising the historical context of tariffs and their impact on manufacturing. The conversation highlights the uncertainty in the economic landscape and the potential consequences for consumers and businesses alike. In this episode, the hosts delve into various economic themes, including inflation and consumer expectations, defence spending dynamics, and trends in antidepressant use across different countries. They explore how inflation affects pricing strategies, the implications of defence budgets on global security, and the surprising statistics surrounding mental health medication usage. The conversation also touches on unique economic indicators that may signal broader economic trends. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

25/03/2025

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31 min
01/07/2025

The Actual End Of CVE

In this final episode of Comedian vs Economist, Adam and Thomas reflect on their journey together, the challenges of producing the podcast, and the importance of listener engagement. They discuss the growth of the show, highlight memorable moments, and explore deeper themes such as property rights, motivation, and the distribution of resources in society. The conversation culminates in a heartfelt farewell, expressing gratitude to their audience and the connections made throughout their time together. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

01/07/2025

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32 min
13/05/2025

Liberal Losers, Economic Boom Or Bust and Premium Macca's.

Adam and Thomas discuss the recent political landscape, focusing on the election results and the implications for the Liberal Party. They analyse the challenges the party faces in appealing to urban electorates, the impact of campaign spending, and the broader global economic outlook. The conversation highlights the shifting dynamics in political representation and the potential for economic growth despite current uncertainties. In this episode, Adam and Thomas discuss the current economic outlook, exploring the possibility of a growth boom despite recession fears. They delve into inflation trends and the role of the RBA in stabilising the economy. The conversation shifts to McDonald's, analyzing the recent decline in sales and changing consumer behaviours, particularly among low and middle-income earners, while high-income earners remain stable. The episode highlights the complexities of economic indicators and consumer sentiment in today's market. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

13/05/2025

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30 min
9 FEB

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 doesn’t) for investors heading into 2026. They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China. In this episode: 00:34 Making sense of macro noise with David Bassanese 01:39 Why the outlook is still constructive heading into 2026 03:26 Inflation update: trimmed mean, housing pressure & RBA risk 07:26 AI boom vs bubble: where are we in the cycle? 10:18 Commodities: gold, copper, uranium and what’s really driving prices 12:54 Trump, tariffs & the US economy: what’s priced in now 18:58 China, Japan & the “Great Rotation” beyond the US 32:45 Sleep-at-night investing: portfolio positioning for the long term Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ). ——— 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) ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight ——— 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. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9 Feb

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36 min
02/10/2024

$8 Coffees Are Coming

Adam and Thomas delve into pressing economic issues, including the current inflation rates, job market dynamics, the rising cost of coffee, and China's recent stimulus measures. They explore how inflation is perceived by the public, the resilience of the job market despite rising participation rates, the potential crisis in the coffee industry due to environmental factors, and the implications of China's economic strategies on global markets. The conversation is filled with humour and insightful commentary, making complex economic topics accessible and engaging. All this and more on this week’s Comedian v Economist. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

02/10/2024

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22 min
11/03/2025

And the Oscar goes to...

Adam and Thomas discuss the impending Cyclone Alfred, listener engagement through tequila facts, and delve into economic predictions regarding recession and job cuts. They analyse GDP and inflation data, exploring the implications for the economy and the potential impact on consumer confidence. In this episode, the hosts discuss various economic trends, including the RBA's forecasts, the global housing super cycle, and the impact of demographics on housing prices. They also explore the challenges of urbanisation and infrastructure, as well as the cultural significance of the Oscars and the trends in award speeches. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

11/03/2025

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31 min
25/09/2024

Are you safer in a big car?

In this episode, Adam and Thomas discuss recent economic developments, including significant rate cuts by the Federal Reserve and their implications for inflation and the Australian economy. They also explore the challenges of working with Gen Z employees and the safety dynamics of vehicle sizes in car accidents. All this and more on this week’s Comedian v Economist. If your life isn’t complete without charts, then you need to follow the Comedian V Economist instagram. Comments on the show? Send them to cve@equitymates.com ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Comedian V Economist 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. ***** Comedian V Economist is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Comedian V Economist is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

25/09/2024

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22 min

Equity Mates Media is the home of your favourite investing podcasts. We aim to make the world of finance accessible and help you build the knowledge, confidence and inspiration to get started on your own investing journey. Join us as we break down the world of investing, from beginning to dividend.

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