Equity Mates Investing Podcast

Equity Mates Media
  • 4.6 (14)
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  • UPDATED SEMIWEEKLY

Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

  1. 5H AGO

    Ask an Adviser: Why building wealth starts with cash flow - Alex Luck

    Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest. In this episode: 0:00 Why cashflow is the foundation of every financial plan 4:45 The truth about what people think they save vs reality 11:40 The bucket system: a simple way to manage spending 18:20 Setting up accounts for couples and avoiding money arguments 24:25 Why improving cashflow can bring financial goals forward years 27:23 Tax optimisation: salary packaging, novated leases & common mistakes 36:43 Super, trusts and structuring your investments properly ——— 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.

    44 min

  2. 1D AGO

    We're panic buying & the most bullish Mr Beat Up yet

    Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity? Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment. Leave inspired, better informed, and ready to take the next step on your investing journey. Register your interest for early bird tickets at equitymates.com/finfest In this episode: 00:00 Why markets panicked last week (and why we were buying) 02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears 05:06 The real lesson: market drops happen more often than you think 07:42 Why simple investing strategies beat panic selling 09:09 Panic buying: how we approached the dip 10:21 Mr. Beat Up returns: analysing an 80% stock crash 14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift) 17:12 Does Duolingo actually have a moat? 24:57 Valuation check: is the stock now mispriced? Clip featured from Bloomberg News, watch the full interview 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 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.

    30 min

  3. 4D AGO

    What an AI-Powered Future Could Look Like with Alex Pollak

    Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out. This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free. If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here. In this episode: 00:00 Why now is the time to talk AI disruption again 2:49 Alex Pollak joins: from journalism to investing 6:58 Nvidia, AI winners and the software selloff 12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from 22:55 Humanoid robots, robo-taxis and other big AI predictions 34:35 Skynet, existential risk and the darker side of AI 36:03 The best company Alex has ever seen 37:15 Podcasts, resources and advice for young investors Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML) ——— 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.

    40 min

  4. 5D AGO

    McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell

    McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks. PLUS: Calling all bulls, bears and party animals! The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival. Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment. Leave inspired, better informed, and ready to take the next step on your investing journey. Register your interest for early bird tickets at equitymates.com/finfest In this episode: 00:00 FinFest 2026 announcement! 3:00 McDonald's dethroned by Mixue: The rise of bubble tea 7:04 Mixue’s business model vs McDonald’s 9:15 The "Halo Trade" & the battle of boring stocks 11:00 Why boring stocks are outperforming tech 13:10 Investors are panicked over AI disruption 16:30 Opportunity cost: When to sell a stock 23:00 When should you cut losses in your portfolio? Stocks & ETFs mentioned in this episode: McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX). ——— 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.

    28 min

  5. MAR 9

    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.

    54 min

  6. MAR 8

    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.

    38 min

  7. MAR 5

    4 steps to find winning software stocks with Ben Arnold

    What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue? Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7. In this episode: 00:00:00 Investing Beyond The Mag Seven 00:03:34 AI Spending: Boom Or Bubble? 00:10:01 Why This Isn’t Another Dotcom 00:19:32 Finding Opportunities At Market Highs 00:25:31 Two Global Stocks With Upside 00:36:51 One Exceptional Company Explained Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025  Stocks and ETFs mentioned: Schroder Global Equity Alpha Fund (ASX: ALPH) Oracle Corporation (NYSE: ORCL) Alphabet Inc. (NASDAQ: GOOGL) Microsoft Corporation (NASDAQ: MSFT) Amazon.com, Inc. (NASDAQ: AMZN) NVIDIA Corporation (NASDAQ: NVDA) Broadcom Inc. (NASDAQ: AVGO) Arista Networks, Inc. (NYSE: ANET) Monster Beverage Corporation (NASDAQ: MNST) Morgan Stanley (NYSE: MS) Tesco PLC (LSE: TSCO) GSK plc (LSE: GSK) AstraZeneca PLC (LSE: AZN) Commonwealth Bank of Australia (ASX: CBA) Tapestry, Inc. (NYSE: TPR) Zoom Communications, Inc. (NASDAQ: ZM) ———— This episode is sponsored by Schroders. You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) 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) ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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.

    43 min

  8. MAR 4

    The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram

    A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure. In this episode: 00:00 eBay stalking scandal: what happened 07:14 eBay fallout: pleas, severance, board governance 09:23 RAMageddon: what DRAM is and why AI is driving shortage 14:18 Winners: DRAM stocks ripping  17:28 Phones + broader electronics inflation pressures 20:49 Pimp My Portfolio: Maddison + Matt Ingram 21:15 Portfolio breakdown (index ETFs, thematics, stocks) 26:56 Core simplification  27:42 Thematics: what to drop, what to consider 31:24 DCA + using gains for life flexibility Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), 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) 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.

    33 min
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4.6
out of 5
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

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