Equity Mates Investing Podcastpodcast

Apple’s battle with CBA, why even God can’t beat DCA & a community stock pick

Sunday, May 10, 2026View original

Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a new ASX stock pitch. Plus, Riley brings the data on dollar cost averaging in Australia and proves that even God, with perfect market timing, still loses to simply getting invested and staying invested.


In this episode:

00:00 - Intro & FinFest Save the Date

01:27 - News and Markets: Apple Takes On CBA

05:22 - AMD Results Causes AI Boom

08:39 - Iran Moves Oil & Markets

09:50 - Community Portfolio Update

14:41 - Matt Pitches PWR Holdings

20:43 - Why God Can’t Beat Dollar Cost Averaging


ETFs and Stocks mentioned: Apple (NASDAQ: AAPL), Commonwealth Bank (ASX: CBA), Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), Nvidia (NASDAQ: NVDA), Arm (NASDAQ: ARM), Qualcomm (NASDAQ: QCOM), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Global X Artificial Intelligence Infrastructure ETF, Link Minerals, PlaySide Studios (ASX: PLY), Spotify (NYSE: SPOT), Catapult (ASX: CAT), PWR Holdings (ASX: PWH), BAE Systems (LSE: BA)


———


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


———


Looking for some of our favourite research tools?


———


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.