Equity Mates Media

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Channel • 9 Shows

Investing

Investing

Every two weeks
Investing

Investing

Updated weekly
Investing

Investing

Updated twice weekly

Investing

Investing

Updated twice weekly
Investing

Investing

Updated weekly
Investing

Investing

Updated weekly
Business

Business

Updated 15/07/2021
Investing

Investing

Updated 01/07/2025
Investing

Investing

Every two weeks
Investing

Investing

Updated weekly

5 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.

5 days ago

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54 min
4 MAR

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.

4 Mar

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33 min
22 JAN

14 Bold Predictions with Andrew Brown

Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable. There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely. 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 In this episode: 01:56 Community bold predictions: Bitcoin & AI 03:18 #1: More companies return to public markets (IPOs) 07:16 #2: A wave of spinoffs from global conglomerates 09:24 #3: Active management starts to outperform 13:08 #4: Equal-weight S&P 500 beats the index 15:37 #5: Stick with Asia despite strong gains 18:37 #6: Alternative asset managers struggle 21:08 #7: Unlisted sports teams are in a bubble 24:14 #8: Precious metals bubble starts to unwind 27:01 #9: “Quality” stocks underperform again 29:24 #10: Australia underperforms global markets 32:33 #11: UK stocks continue to surprise 34:56 #12: Investing democratisation accelerates 38:43 #13: Beaten-up apparel brands bounce back 41:07 #14: Australian tourism benefits from weak AUD ——— 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.

22 Jan

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48 min
15/12/2019

Who We Are & Why We Invest

Join us and Get Started Investing with Equity Mates as we take you on a journey into the world of investing. The stockmarket brings with it amazing potential to create wealth, but many people miss out on this opportunity. We don't want you to be one of them! When we started Equity Mates, we were just like you, confused about where to begin and intimidated by the complex terminology. But with our help, you can overcome these barriers and start investing with confidence. In this podcast series, we'll guide you through the process, from setting up your account to making your first trade. In this episode, you'll learn: Who we are - Bryce and Alec (Ren)Our personal investing experiencesThe power of compound interest, and why the stockmarket is a wealth-creating machineHow investing early can help you achieve early retirementThe benefits of staying informed about the world through investingOur philosophy of "just get started"Where to find us and join our community! Start now, and kick-start your investment journey. Stay engaged with the Equity Mates community by joining our forum. Want more Equity Mates? Come to our website and explore! You’ll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. ***** Get Started 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. Get Started Investing is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

15/12/2019

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24 min
15/12/2019

Saving to Invest

One of the most common reasons we hear from people not investing is that they don't have enough money. In this episode we will prove to you why this is certainly not the case, and why learning to save is critical to getting started investing. We'll also share some of our money saving tips that help us keep on top of our savings. In this episode you will learn: How much money you need to get startedMoney saving tipsHow Bryce & Alec both manage their savingsThe 'Rule of Threes' Head to the Get Started Investing website for more info. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, click here Hosted on Acast. See acast.com/privacy for more information.

15/12/2019

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23 min
13/02/2025

Best ETFs for: Riding the AI boom

AI is arguably the most compelling reason to be an investor today. With trillions of dollars expected to be made, how can investors set themselves up to capture this opportunity? In this episode, we compare the most popular thematic ETFs covering Artificial Intelligence on the ASX. We cover: Why invest in Artificial Intelligence?Unpack 3 ETFs on the ASX: SEMI, GXAI & RBTZ.Debate whether ETFs or single stock investing is the best way to invest in this theme. To see all the info on these ETFs compared you can download this google sheet or visit the links below. ETFs Covered: Global X Artificial Intelligence ETF (GXAI) Betashares Robotics & Artificial Intelligence (RBTZ) Global X Semiconductor ETF (SEMI) Listen to this AI 'Picks and Shovels' episode on Equity Mates Have an investing question? Record a voice note and we'll answer it on the podcast. all information sourced at time of recording (4th Feb 2025) —------ Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes. —------ Want more Equity Mates? Listen to our original podcast: Equity Mates Investing (Apple | Spotify) Watch Equity Mates on YouTube Pick up our books: Get Started Investing and Don’t Stress, Just Invest Follow us on social media: Instagram, TikTok, & LinkedIn —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. —------ Get Started 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 Hosted on Acast. See acast.com/privacy for more information.

13/02/2025

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18 min
10/02/2025

The 3 biggest investing lies costing you money

Do you want to start investing but have something that’s been holding you back? We want to help you to get out of your own way and start. In today's episode we break down 3 common barriers or fears and go through our advice to overcome each of them: 1:00 - 6:00 Investing is Gambling 6:00 - 9:00 Investing is only for experts, 9:55 - 17:00 I don’t have enough time or money to Invest Links Referenced: University of California Berkley study ‘Trading is Hazardous to your Wealth’Morningstar Mind The Gap report Our Book "Don't Stress Just Invest” or as an AudiobookSign up to our daily news email to get the news moving markets delivered to your inbox at 6am Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast. —------ Want more Equity Mates? Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------ In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. —------ Get Started 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.

10/02/2025

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18 min
28/08/2023

What's the one ETF I should invest in for life?

Dylan wrote to ask and asked: 'If you could choose, what's the one ETF you'd dollar cost average into for the rest of your life?'... which really got us thinking. We talk about the considerations you need to think about for yourself, our personal criteria for choosing an ETF, and then name some examples that we have on our shortlist. Note - this is absolutely NOT comprehensive and you might have some options you think are brilliant too! (If you've found any - hit us up at contact@equitymates.com). Also, our book is now available! Don’t Stress, Just Invest, is in all good bookshops and you can order it from Amazon or Booktopia. Want more Equity Mates? Click here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. ***** Get Started 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. Get Started Investing is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

28/08/2023

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18 min
14/08/2025

Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution

In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation. Recorded: 12 August 2025 What You’ll Learn in This Episode:Why AI is driving a global energy crunch — and what policymakers and investors are missing.The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.Candice’s bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.Key Themes & Insights:Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.How to position your portfolio for double-digit potential upside from the AI-energy convergence.Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025. Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me 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. ***** Talk Money To Me 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. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

14/08/2025

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28 min
13/01/2025

Building wealth starts with saving more | Summer Series

We're kicking off the year with a 5-part series designed to get you feeling confident about your financial future by helping you set up 2025 as your best financial year yet. Whether you're just starting out or looking to level up your money game, this series is for you. In this second episode, we're tackling the single most impactful figure in building wealth- your savings rate. We go through: Setting number driven goals vs being intentionalbasics of building a budget (that you will actually stick to)how we are maximising our savings so we can invest But wait, there's more! 📘 We've created a free '2025 Financial Success Handbook' to help you put everything into action. For this episode, you'll get: A 'Budget Basics' checklistMoney mindset reflection exerciseResource guides for saving and budgeting👉 Grab your free handbook here Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan! You can also check out their Money Methodologies for more tips. ——— Want more Equity Mates? Sign up to our daily news email Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. ——— Get Started 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.

13/01/2025

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21 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.