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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The fastest market recovery ever, 3 companies we both own & why stocks beat property
<p>Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.</p><br><p>In this episode: </p><p>00:00 — The fastest market rebound ever</p><p>03:59 — Iran conflict, oil and market implications</p><p>05:49 — RBA lifts rates back to 4.35%</p><p>07:34 — Budget watch: housing, tax and spendi...
A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
<p>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.</p><br><p>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.</p><br><p>Chapters:</p><p>00:00 – Introducing David Pocock: from Wallabies captain to parliament</p><p>03:04 – Quickfire: Pocock’s backstory, activism, and personal values</p><p>07:29 – What gives Pocock hope in Australian politics?</p><p>09:24 – The problem with short-term decision making in government</p><p...
Our Monthly Portfolio Update - April 2026
<p>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.</p><br><p>Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates</p><br><p>In this episode: </p><p>00:00 – Welcome back: April portfo...
The How’s and Why’s of Private Credit with Henry Holm
<p>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.</p><br><p>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.</p><br><p>If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visi...
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
<p>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.</p><br><p>In this episode:</p><p>00:00 Welcome & Special Co-Host</p><p>01:06 Big Tech Tax Loopholes</p><p>04:25 Musk vs Altman Goes to Court</p><p>07:25 Strong US Earnings Q1 Results</p><p>11:05 Mr Beat Up is Back</p><p>12:11 Stock Breakdown</p><p>13:42...
Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
<p>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.</p><br><p>In this episode: </p><p>00:00 Listener Mailbag Intro</p><p>01:13 Market Volatility & Staying Calm</p><p>02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources</p><p>06:54 Moving Holdings Between Broker...
Which Aussie software stocks are ready to rebound with Jared Pohl
<p>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.</p><br><p>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.</p><br><p>In this episod...
End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
<p>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.</p><br><p>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.</p><br><p>In this epis...
Property is expensive but not out of reach: Rentvesting case study
<p>Bryce and Alec sit down with Australian Property Scout founder Sam Gordon to walk through a rentvesting case study: a 28-year-old Sydneysider on $95,000 with $80,000 saved and a goal of eventually owning a $1.5 million Sydney home. They unpack how rentvesting can help bridge that gap, what kind of property could work at this price point, the risks to watch, and why strategy matters more than just maxing out your borrowing power.</p><br><p>In this episode: </p><p>00:00 — Why first-home buyers are struggling in Australia</p><p>00:23 — What rentvesting is and why it matters</p><p>01:10 — Jordan’s case study: $...
Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
<p>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.</p><br><p>In this episode:</p><p>00:00 - Allbirds' ditches shoes for AI</p><p>07:47 - Why LIV Golf may be running out of runway</p><p>14:39 - Bryce's new investment process</p><p>18:40...
