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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4 steps to find winning software stocks with Ben Arnold
<p>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?</p><br><p>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.</p><br><p>In this episode:</p><p>00:00:00 Investing Beyond The Mag Seven</p><p>00:03:34 AI Spending: Boom Or Bubble?</p><p>00:10:01 Why This Isn’t Another Dotcom</p><p>00:19:32 Finding Opportunities At Market Highs</p><p>0...
The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
<p>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.</p><br><p>In this episode: </p><p>00:00 eBay stalking scandal: what happened</p><p>07:14 eBay fallout: pleas, severance, board governance</p><p>09:23 RAMageddon: what DRAM is and why AI is driving shortage</p><p>14:18 Winners: DRAM stocks ripping </p><p>17:28 Phones + broader electronics inflation pressures</p><p>20:49 Pimp My Portfolio: Maddison + Matt Ingram</p><p>21:15 Portfolio breakdown (index ETFs, thematics, stocks)</p><p>26:56 Core simplification </p><p>27:42 Th...
Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green
<p>Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.</p><br><p>In this episode:</p><p>00:00 – King of the Case Study turns calculator builder</p><p>02:41 – Debt Recycling Explained (30 Seconds or Less)</p><p>05:25 – Is Debt Recycling More Risky?</p><p>11:10 – Who Is Debt Recycling Actually For?</p><p>14:04 – Worked Example: Plugging Numbers Into the Calculator</p><p>26:15 – Quickfire: Tax Brackets & Benefits</p><p>29:46 – Common Mistakes To Avoid</p><p>40:29 – The One Thing Most Australians Get Wrong</p><p>41:5...
Our Monthly Portfolio Update - February 2026
<p>Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.</p><br><p>In this episode:</p><p>0:00 Monthly portfolio check-in format + what’s changing</p><p>1:50 ShareSight setup + why we track this way</p><p>2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly</p><p>11:09 Bryce performance: best/worst positions (and Bitcoin pain)</p><p>12:11 Ren update: weekly DCA core + starti...
What SpaceX shows us about private markets with Adam Myers
<p>SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.</p><br><p>In this episode:</p><p>0:00 SpaceX, IPO rumours & why private markets matter</p><p>2:10 The economics of space</p><p>6:01 Why companies are staying private longer</p><p>10:51 Private equity 101: how it works</p><p>14:03 Has private equity outperformed?</p><p>18:59 Why PE...
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps
<p>From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.</p><br><p>Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun. </p><p>Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and us...
How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina
<p>The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.</p><br><p>So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. </p><br><p>We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.</p><br><p>In this episode:</p><...
Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
<p>Space isn’t science fiction anymore, it’s an $880 billion industry today.</p><br><p>From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.</p><br><p>Plus, the community portfolio expands with a pitch from Dave.</p><br><p>In this episode:</p><p>0:00 Intro</p><p>1:12 Earnings season roundup: banks, BHP, and volati...
Investing for kids: turn pocket money into a portfolio
<p>When it comes to investing for kids, the biggest advantage they have is time.</p><br><p>But what is the best way to set it up?</p><br><p>We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.</p><br><p>We cover: </p><p>• Whether to invest in your own name or set up a minor trust, investment bond or super account.</p><p>• The tax rules parents need to understand.</p><p>• How we’d build a simple ETF portfolio designed for deca...
Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask
<p>Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia. </p><br><p>Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.</p><br><p>In this episode:</p><p>0:00 Intro</p><p>0:53 Prediction markets: what they are + why they’re exploding</p><p>3:07 Kalshi vs Polymarket + how th...
