Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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Dating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask
<p>Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin.</p><br><p>In this episode:</p><p>00:00 Are Dating Apps Dead...
Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson
<p>Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and Ren to explain how currency hedging works, when hedged and unhedged ETFs outperform, and whether a 50/50 split could be the simplest way to manage currency risk.</p><br><p>In this episode:</p><p>00:00 Currency Hedging Explained</p><p>04:09 Hedged vs Unhedged ETFs</p><p>07:19 Currency Risks and Returns</p><p>11:38 Blending Hedged and Unhedged</p><p>14:11 Hedging Different Assets</p><p>17:00 How Time Horizons Matter</p><p>20:11 Simplifying Your Strategy</p><p>22:04 Where Is...
Firmus IPO falls apart & the invisible crash behind Wall Street's record highs
<p>The S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500 stocks are trading at least 10% below their all-time highs, and some of America's biggest names have been smashed. Bryce & Ren unpack the invisible crash hiding behind the AI boom, explain why a handful of stocks drive most market returns, and explore Charlie Munger's 200-week moving average rule for finding opportunities. Plus, Australia's $44 billion Firmus IPO falls apart, Samsung's profits are exploding, and the boys share what they've learnt about the future of robotics from...
Ask an Adviser: Debt recycling, super & investing for kids – Community mailbag with Matt Ingram
<p>Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax?</p><br><p>Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.</p><br><p>Chapters:</p><p>00:00 Your Biggest Investing Questions Answered</p><p>01:38 Managed Portfolios vs DIY Investing</p><p>03:58 Building a Better ETF Portfolio</p><p>08:58 ETF Overlap, Capital Gains Tax and Dividend...
Live from New York: Bill Ackman, Aussie businesses & other observations
<p>Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.</p><br><p>In this episode:</p><p>00:00 First Reactions: Bill Ackman & New York</p><p>03:27 Ackman on AI, Buffett & the Everyday Investor</p><p>06:23 Inside Bill Ackman's Investing Philosophy</p><p>10:24 Ackman's...
The Asian Opportunities Investors Are Missing with Cameron Robertson
<p>Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities.</p><br><p>In this episode:</p><p>00:00 Why Australian investors are underweight...
Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
<p>Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers?</p><br><p>In this episode:</p><p>00:00 Live From Central Park: Property, AI & IPOs</p><p>04:06 Australian Property Pr...
Steve Johnson: What the market is missing about the AI boom
<p>AI may be transformational, but does that make AI stocks good investments?</p><br><p>Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.</p><br><p>Chapters:</p><p>01:48 Steve Johnson on AI</p><p>04:28 AI Investing and Bubble Risk</p><p>10:33 What Could End the AI Trade</p><p>12:35 Forager’s Costly Mistakes</p><p>17:12 Software and Small Cap Opportunities</p><p>30:06 Motorcycle Holdings and Australia</p><p>38:15 Shares Versus P...
Our Monthly Portfolio Update - September 2026
<p>Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling.</p><br><p>In this episode:</p><p>00:00 What happened in markets this month</p><p>03:20 How global markets performed this month</p><p>04:25 Bryce’...
The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
<p>AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics.</p><br><p>In this episode:</p><p>00:00 Why infrastructure is entering a structural growth era</p><p>02:34 What actually counts as infrastructure?</p><p>08:24 The megatrends driving an infrastructure supercycle</p><p>13:36 How the energy grid could tr...
