Equity Mates Investing Podcast

9/28/2026

Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks. Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you. Plus, Scott shares his case for shares over investment property, the risks of thematic and leveraged ETFs, and why staying invested matters more than predicting what happens next. Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL) Chapters: 00:00 Why Scott Says “Invest Anyway” 01:50 The One Page Investing Plan 07:24 Why Most People Shouldn’t Pick Stocks 11:15 Finding Your Investing “Why” 19:31 The Investing Habits That Actually Matter 26:59 Shares, ETFs and Thematic Investing 32:21 Shares vs Property: Scott’s Case 40:20 Should You Invest With a Market Crash Coming? Check out Scott's new book 'The One-Page Investing Plan: Start Simple, Stay Patient, Build Serious Wealth'. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/27/2026

OpenAI hacked an Australian Medicare portal and the government didn’t find out from the company until months later. We unpack what the incident says about AI safety, human error & who should be liable when autonomous systems cross the line. Then, why booming US business activity could spell trouble for interest rates, before closing out Super September with listener questions on the First Home Super Saver Scheme, ETFs & gearing inside super. Plus, we take a trip around the world to check in on the battered “super apps” and ask whether the businesses are stronger than their share prices suggest. In this episode: 00:00 OpenAI hacked Medicare 07:08 When good economic news becomes bad news 11:25 Super September: Your final questions 12:02 First Home Super Saver Scheme explained 17:02 ETFs and taking control of your super 22:11 Gearing inside superannuation 25:41 What exactly is a “super app”? 31:12 Apps under the microscope Stocks & ETFs Mentioned: Betashares Australia 200 ETF (ASX: A200), iShares S&P 500 ETF (ASX: IVV), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), ProShares UltraPro QQQ (NASDAQ: TQQQ), Tencent (HKEX: 0700), Grab (NASDAQ: GRAB), GoTo (IDX: GOTO), Sea Limited (NYSE: SE), Kakao (KRX: 035720), Rakuten Group (TYO: 4755), Mercado Libre (NASDAQ: MELI), Jumia Technologies (NYSE: JMIA), Toyota Motor (NYSE: TM), Caterpillar (NYSE: CAT), Marriott International (NASDAQ: MAR), Delta Air Lines (NYSE: DAL), Darden Restaurants (NYSE: DRI), A.P. Moller - Maersk (CPH: MAERSK-B), Union Pacific (NYSE: UNP), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Amazon (NASDAQ: AMZN), Meituan (HKEX: 3690), PDD Holdings (NASDAQ: PDD), JD.com (NASDAQ: JD), Alibaba (NYSE: BABA) Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products - https://betashares.typeform.com/to/e7hyKA2R Plus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/23/2026

What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambitious push into banking & financial services. In this episode: 00:00 — What will Australia look like in 40 years? 02:11 — Australia’s ageing population & slowing economy 07:56 — Canva’s valuation markdown & AI problem 14:12 — Do you really need $1 million to retire? 20:37 — Can shares help your super beat inflation? 22:43 — Mr. Beat Up: Grab 29:02 — Does Grab have a competitive advantage? 35:01 — Grab’s valuation & the super app opportunity Stocks & ETFs Mentioned: Grab Holdings (NASDAQ: GRAB), Uber Technologies (NYSE: UBER), Sea Limited (NYSE: SE), Jumia Technologies (NYSE: JMIA), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Space Exploration Technologies Corp (NASDAQ: SPCX) Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. LINK: https://betashares.typeform.com/to/e7hyKA2R Plus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/21/2026

Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations. In this episode: 00:00 The technologies changing everything 02:05 Why innovation is accelerating 07:52 AI, gene editing & the future of healthcare 11:04 How ARK finds breakthrough technologies 19:31 Cathie Wood’s latest Bitcoin and crypto thesis 27:44 What ARK learned about risk 30:48 Is AI becoming a bubble? 39:00 The next trillion-dollar companies Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/20/2026

The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid. 00:00 – The Fed raises rates as inflation stays sticky 04:58 – Why the ASX keeps losing great companies overseas 10:25 – Super September: Is a house and the Age Pension enough? 12:21 – More Australians are reaching retirement with housing debt 16:07 – Why the Age Pension may fall short 17:46 – The risk of retirement rules changing 21:18 – Pimp My Portfolio with Owen Rask 28:18 – ETF overlap, tax consequences & simplifying a portfolio Stocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO) Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. https://betashares.typeform.com/to/e7hyKA2R ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/17/2026

Australia’s small-cap index might have looked calm in FY26, but beneath the surface it was anything but. Ophir Founder and Senior Portfolio Manager Andrew Mitchell joins us to unpack record sector dispersion, why reporting season exposed cracks in the earnings outlook, and how AI & data centre spending are reshaping opportunities for investors. Andrew also takes us inside Ophir’s bottom-up stock-picking process and explains why Codan remains one of the portfolio’s highest-conviction ideas. In this episode: 00:00 Small caps: calm on the surface, chaos underneath 05:45 What reporting season revealed about Australian earnings 09:45 AI, data centres & the changing CapEx trade 14:33 Southern Cross Electrical & Australia’s data centre boom 17:57 Why reporting season volatility is getting harder to navigate 21:56 Inside Ophir’s small-cap investment process 28:44 Why Ophir avoids commodity-driven sectors 33:09 The Codan thesis: gold detectors, drones & defence spending Stocks & ETFs Mentioned: BHP (ASX: BHP), Rio Tinto (ASX: RIO), REA Group (ASX: REA), SEEK (ASX: SEK), JB Hi-Fi (ASX: JBH), Cleanaway Waste Management (ASX: CWY), Integral Diagnostics (ASX: IDX), Monash IVF Group (ASX: MVF), Southern Cross Electrical Engineering (ASX: SXE), SKS Technologies (ASX: SKS), NRW Holdings (ASX: NWH), GenusPlus Group (ASX: GNP), Codan (ASX: CDA), DroneShield (ASX: DRO), TPG Telecom (ASX: TPG), Afterpay, Quanta Services (NYSE: PWR), MasTec (NYSE: MTZ), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Motorola Solutions (NYSE: MSI) Ophir publishes a free monthly newsletter covering their view on Australian and global markets, as well as the companies they are buying and selling. To sign up and learn more about their funds head to - https://www.ophiram.com.au/subscribe-equity-mates/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/16/2026

AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce & Ren unpack what the latest AI safety debate could mean for markets, why Saudi Arabia has become central to the oil story, and the ASX growth names worth putting on the watchlist. Plus, Super September continues with a practical look at what actually happens to your super when you die. In this episode: 00:00 Could AI really kill us all? 02:36 AI safety, regulation & the prisoner’s dilemma 08:12 Oil heads back towards US$110 a barrel 13:08 Community question: Where are Australia’s growth stocks? 19:52 ASX growth stocks on the watchlist 23:35 Is ATEC the easiest way to own Australian tech? 25:31 Super September: Where does your super go when you die? 32:17 How to make a binding death benefit nomination Stocks & ETFs Mentioned: EQ Resources (ASX: EQR), Sunrise Energy Metals (ASX: SRL), Minerals 260 (ASX: MI6), Metals X (ASX: MLX), New Hope Corporation (ASX: NHC), Codan (ASX: CDA), Woolworths Group (ASX: WOW), CSL (ASX: CSL), BHP Group (ASX: BHP), Life360 (ASX: 360), HUB24 (ASX: HUB), Guzman y Gomez (ASX: GYG), Pro Medicus (ASX: PME), 4DMedical (ASX: 4DX), Netwealth (ASX: NWL), TechnologyOne (ASX: TNE), Catapult Group International (ASX: CAT), Goodman Group (ASX: GMG), SiteMinder (ASX: SDR), WiseTech Global (ASX: WTC), Xero, Audinate Group (ASX: AD8), REA Group (ASX: REA), CAR Group (ASX: CAR), SEEK (ASX: SEK), Betashares Australian Technology ETF (ASX: ATEC), Lovisa (ASX: LOV), Temple & Webster (ASX: TPW), Commonwealth Bank (ASX: CBA), Wesfarmers (ASX: WES), Westpac (ASX: WBC), Telstra (ASX: TLS), Transurban Group (ASX: TCL), Northern Star Resources (ASX: NST), Rio Tinto (ASX: RIO), Zip Co (ASX: ZIP) Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products https://betashares.typeform.com/to/e7hyKA2R ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/14/2026

What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital and the freedom to invest wherever he sees the best opportunity. Todd joins Bryce and Alec to explain why Soul Patts is sitting on almost $3 billion in cash, where he sees risks building in private credit, why energy is his preferred ‘no regrets’ AI trade and why Bitcoin still isn’t making the portfolio. In this episode: 00:00 123 years of investing 02:14 Meet Soul Patts CEO Todd Barlow 03:34 The investment philosophy behind Soul Patts 07:01 The power of permanent capital 10:18 Inside the private markets portfolio 13:12 Is private credit getting risky? 17:09 Where Todd sees opportunities today 18:24 Why Soul Patts is sitting on almost $3 billion in cash 22:57 The big themes across the Soul Patts portfolio 23:59 Why Soul Patts sold $1.9 billion of industrial property 26:06 How Todd is investing in the AI boom 30:54 Where Soul Patts goes next ETFs & Stocks mentioned: Washington H. Soul Pattinson (ASX: SOL), New Hope Corporation (ASX: NHC), TPG Telecom (ASX: TPG), Brickworks (formerly ASX: BKW), Goodman Group (ASX: GMG) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/13/2026

Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a remarkable AI breakthrough before Henry Jennings returns to Pimp My Portfolio, where one community member’s love of ETFs has left him doubling down on tech and leverage. Plus, Super September asks whether small extra contributions really matter, and the maths gets big surprisingly quickly. Grab your FinFest tickets today here. And share your thoughts via this link and help shape Betashares Super.  You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.  Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.  In this episode: 00:00 Introduction 02:44 Apple’s $3,500 Foldable iPhone 06:42 AI Gets Smarter, Humans Don’t 11:48 Pimp My Portfolio with Henry Jennings 19:38 Riding the AI Rollercoaster 23:37 The Superannuation Debate 25:54 Small Contributions, Big Returns 29:33 Super’s Powerful Tax Advantage 31:52 Government Boosts Your Super ETFs & Stocks Mentioned: Apple (NASDAQ: AAPL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Nasdaq Geared Complex ETF (ASX: GNDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Catapult Sports (ASX: CAT), REA Group (ASX: REA), WiseTech Global (ASX: WTC). ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/9/2026

Tesla’s steering wheel-free Cybercab has hit the road, but the global robotaxi race is getting a lot more crowded, and increasingly, a lot more Chinese. Bryce and Alec unpack who’s actually leading autonomous driving, debate a proposal to let Australians divert part of their Super into their pay packets, and continue Super September by asking whether leaving your retirement savings in the default investment option could be costing you over the long run. Grab your FinFest tickets today here. Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. In this episode: 00:00:00 Who Is Winning The Robotaxi Race? 00:02:42 Tesla Launches A Car With No Controls 00:06:19 China Takes The Lead In Robotaxis 00:10:20 Should You Be Able To Access Your Super? 00:12:18 The Hidden Cost Of Taking Super Early 00:16:43 Is Your Default Super Option Good Enough? 00:19:18 How One Change Could Add $750000 00:22:20 Why High Growth Can Make Sense When Young 00:24:24 The Super Decision That Matters Most ETFs and Stocks Mentioned: Tesla (NASDAQ: TSLA), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony AI (NASDAQ: PONY), WeRide (NASDAQ: WRD), Uber Technologies (NYSE: UBER), Ford Motor Company (NYSE: F) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/7/2026

More young Australians are building serious share portfolios while feeling increasingly locked out of property, but will investing alone get them where they want to go? Financial adviser Glen Hare joins Bryce and Alec to tackle questions from the Equity Mates community on $1 million windfalls, debt recycling, geared ETFs, investment bonds, rentvesting and super, while challenging investors to work backwards from the life they actually want to fund. In this episode: 00:00 Investing After The Budget 06:18 Investing A Cash Windfall 10:41 ETFs And Portfolio Mistakes 15:51 Investment Bonds Explained 19:48 ETFs Versus Property 25:22 Getting Into Property 28:47 Debt Recycling And Tax 33:40 Optimising Your Super 40:58 Leveraging Inside Super ETFs & Stocks mentioned: Betashares Wealth Builder Geared All Growth Portfolio Complex ETF (ASX: GHHF) If you would like to speak to Glen or any of his team head to equitymates.com/advice and we will put you in touch. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/6/2026

Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money. In this episode: 00:00:00 Is The AI Spending Boom Sustainable? 00:02:26 The Biggest CapEx Cycle In History 00:05:41 Can OpenAI And Anthropic Keep Winning? 00:07:24 Investing Through Geopolitical Risk 00:10:00 Why Markets Keep Rising Through Chaos 00:11:03 What Is Driving Australian Shares? 00:15:20 Are All Super Funds Basically The Same? 00:18:11 The Hidden Cost Of Average Performance 00:20:24 How To Compare Your Super Fund Interested in the Ships, Chips and Red Bricks Report? Dive in here. Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/3/2026

Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Michael explains why he’s moved from simply holding great growth companies to systematically taking profits and managing momentum. Plus, we dig into Nvidia’s biggest long-term threat, why Apple may have played the AI boom perfectly, and the thinking behind Frazis Capital Partners’ new ROAR Active ETF. In this episode: 00:00 Why markets could be entering a more volatile era 02:27 The AI trade, leverage & the Ashenbrenner blow-up 08:11 Is the AI infrastructure boom starting to crack? 12:25 Cheaper AI models, China & why Apple may be the winner 16:50 The software comeback & where Michael sees opportunities 22:17 Michael Frazis’ new rules for growth & momentum investing 39:25 GLP-1s, Moderna & the next wave of biotech breakthroughs 46:49 Why Frazis Capital launched the ROAR Active ETF Stocks & ETFs Mentioned: Frazis Capital Partners ROAR Active ETF (ASX: ROAR), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alibaba Group (NYSE: BABA), Atlassian (NASDAQ: TEAM), WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), Datadog (NASDAQ: DDOG), Tesla (NASDAQ: TSLA), AMD (NASDAQ: AMD), Palantir Technologies (NASDAQ: PLTR), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Moderna (NASDAQ: MRNA), Tempus AI (NASDAQ: TEM), Clarity Pharmaceuticals (ASX: CU6) Check out Lioncrest's new ETF ROAR here: https://lioncrestpartners.com/#roar-etf ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

9/2/2026

Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Monash IVF, before kicking off Super September with a simple idea: when it comes to super, the biggest advantage younger investors have isn’t picking the perfect fund, it’s time. Finally, Pimp my Portfolio is back with adviser Henry Jennings shining a light on a community member's portfolio. ETFs & stocks mentioned in this episode: Apple (NASDAQ: AAPL), Star Entertainment Group (ASX: SGR), Monash IVF Group (ASX: MVF) In this episode: 00:00 Introduction 01:31 Apple’s New CEO Era 06:30 Earnings Season’s Big Duds 10:03 Super September Returns 12:39 Why Starting Early Matters 18:56 Is Your Super Insurance Enough? 22:09 Pimp My Portfolio with Henry Jennings Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. Clips featured from CNBC. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/31/2026

Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position. In this episode: 00:00 Introduction 03:55 Small Caps and Conviction 07:44 Finding Winning Investments 14:00 Building a Better Process 18:19 AI Changes Investing 23:41 Andrew’s Small-Cap Pick 29:44 Investing in the AI Boom 35:15 Why Adrad Could Reprice 38:36 Andrew’s Bitcoin Thesis 43:41 Bitcoin Versus Gold 47:03 Bitcoin’s Long-Term Future Stocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/30/2026

Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees. In this episode: 00:00 Exciting Finfest speaker announcement 03:33 August markets: rates, debt, reporting season & crypto 05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver 10:26 Ren’s portfolio & the case for doing nothing 15:12 Shopify, AI fears & a 25% month 20:37 Borrowing against the mortgage & geared ETFs 25:24 Are active management fees worth paying? Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS), Ethereum (ETH), Shopify (NASDAQ: SHOP), Berkshire Hathaway (NYSE: BRK.B), Munro Global Growth Small & Mid Cap Fund, DocuSign (NASDAQ: DOCU), Xero (NASDAQ: XRO), Atlassian (NASDAQ: TEAM), Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF) Get started with Sharesight and save 4 months on an annual paid plan: https://www.sharesight.com/equitymates ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/27/2026

Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build portfolios designed to generate income for decades. We explore the role of bonds and defensive assets, sequencing risk, why chasing double-digit yields can come with hidden risks, and how your mix of growth, defensive assets & cash should evolve as your goals change. In this episode: 00:00 Why a 30-year retirement changes the investing equation 03:04 Living longer means rethinking your portfolio 06:31 Can you live off income without selling investments? 10:55 Moving from accumulation to spending 16:25 Building the right growth and defensive mix 19:11 The risks behind high advertised yields 21:29 Bonds vs dividends for passive income 31:33 Building your portfolio at every life stage Stocks & ETFs Mentioned: Berkshire Hathaway (NYSE: BRK.B), S&P 500, Nasdaq 100 (ASX: NDQ), PIMCO Global Bond Fund (ASX: GBF), PIMCO Diversified Fixed Interest Fund (ASX: DFI) Investors should obtain a copy of the Product Disclosure Statement (PDS) relating to the PIMCO products mentioned in this podcast and consider the PDS before making any decision about whether to acquire an interest in any PIMCO fund mentioned in this podcast. PIMCO Australia has determined the target market for this product which is set out in the target market determination (TMD) published on the PIMCO website. The current PDS and TMD can be obtained via www.pimco.com/au/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/26/2026

Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200. 00:00 The global baby bust 07:31 Beaten-up stocks making a comeback 12:03 China’s tech bubble & wild IPO valuations 17:35 China’s humanoid robotics boom 23:00 Community question: QOZ vs A200 24:22 Factor investing explained 29:54 QOZ vs A200: performance, holdings & fees 35:10 How to use factor ETFs in a portfolio Stocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market: 688808), MetaX Integrated Circuits (SSE STAR Market: 688802), Moore Threads Technology (SSE STAR Market: 688795), BHP Group (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Betashares FTSE RAFI Australia 200 ETF (ASX: QOZ), Betashares Australia 200 ETF (ASX: A200), Vanguard Global Value Equity Active ETF (ASX: VVLU), VanEck Australian Quality ETF (ASX: AQLT), Betashares Australian Quality ETF (ASX: AQLT), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Global Quality Leaders ETF (ASX: QLTY), Betashares Australian Momentum ETF (ASX: MTUM), Betashares Global Momentum ETF (ASX: MTUM), VanEck MSCI International Small Companies Quality ETF (ASX: QSML), Vanguard MSCI International Small Companies Index ETF (ASX: VISM), Vanguard Global Minimum Volatility Active ETF (ASX: VMIN), iShares Edge MSCI Australia Multifactor ETF (ASX: AUMF), Vanguard Global Multi-Factor Active ETF (ASX: VGMF) Grab your FinFest tickets today: https://www.finfest.live/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/24/2026

Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-term Australian market returns, and the traps investors can fall into when chasing headline yield. Plus, why investors still accumulating wealth may be better served focusing on total return rather than income alone. In this episode: 00:00 Why Dividends Matter 04:17 Dividends Drive Market Returns 07:52 Budget Boosts Income Investing 10:20 Can Dividends Replace Your Salary? 15:39 Retirement Mistakes to Avoid 18:44 Spotting Dividend Traps 22:34 The Dividend Trading Strategy 27:53 Best Sectors for Dividends 31:30 Australia vs Global Dividends 33:14 AI Bubbles and Investor Lessons ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/23/2026

Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Tankers as a potential addition, and answer a listener question every stock picker wrestles with: should you buy before, during or after earnings season? In this episode: 00:00 Moderna’s potential cancer breakthrough 01:42 Moderna, Merck and the investing implications 06:49 Are we entering a golden age of healthcare? 09:56 Community portfolio check-in 13:22 Should Scorpio Tankers make the portfolio? 20:33 When should you buy a stock on your watch list? 24:53 How to handle earnings season volatility 27:17 Stop searching for the perfect entry point Stocks & ETFs Mentioned: Moderna (NASDAQ: MRNA), Merck (NYSE: MRK), Eli Lilly (NYSE: LLY), Alphabet (NASDAQ: GOOGL), ResMed (ASX: RMD), ProMedicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Bitcoin (BTC), GE Vernova (NYSE: GEV), PWR Holdings (ASX: PWH), Scorpio Tankers (NYSE: STNG), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), CSL (ASX: CSL), Palantir Technologies (NASDAQ: PLTR), GoDaddy (NYSE: GDDY), Betashares Diversified All Growth ETF (ASX: DHHF) Grab your FinFest tickets today: https://www.finfest.live/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/20/2026

Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it. In this episode: 00:00 Are Dividends Overrated? 04:20 Rethinking Your Income Options 09:23 Private Credit’s Hidden Risks 13:13 Public vs Private Credit 16:44 Why Australian Credit Is Booming 21:19 Stop Chasing Yield 27:03 How Credit Investors Pick Companies 30:27 What Bond Markets Signal 35:10 What “High Yield” Really Means 39:16 Diversification Beyond Yield ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/19/2026

Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run. 00:00 Data centres face a growing backlash 01:32 FinFest is 10 weeks away 04:17 Data centres, power demand & opposition 10:18 Rising borrowing costs and sticky inflation 13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL 19:27 Anthropic’s staggering revenue growth 21:00 Pimp My Portfolio returns 24:11 Concentration, selling & letting winners run Stocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX) Grab your FinFest tickets today: https://www.finfest.live/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/17/2026

Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and Alec to unpack how planning ahead can preserve flexibility, why returning to work isn’t always a simple financial calculation, and the decisions worth thinking about well before kids arrive. In this episode: 00:00 Introduction 04:03 Preparing for Income Changes 08:15 Avoiding Lifestyle Creep 10:37 Financial Planning Before Kids 14:09 Maximising Parental Leave 17:56 The True Cost of Childcare 23:01 Public vs Private School 26:13 Funding Private School Fees 29:41 Are Investment Bonds Worth It? 32:03 Closing the Superannuation Gap 34:04 Plan Ahead for Life Changes If you would like to speak to Matt or any of his team head to equitymates.com/advice and we will put you in touch. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/16/2026

Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas & using AI in the investing process, followed by running Ren’s stocks through an AI-powered thesis check. In this episode: 00:00 Are Australian house prices really crashing? 02:08 Housing slows as home loan applications fall 08:03 Lab-grown diamonds disrupt a century-old market 12:51 How do you actually find great stock ideas? 18:01 Using AI to research and stress-test investments 23:17 Putting Ren’s portfolio through Claude 26:39 Is the Hims & Hers thesis broken? 29:05 Pro Medicus, valuation and knowing AI’s limits Stocks & ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims & Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), Spotify (NYSE: SPOT), Mastercard (NYSE: MA) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/13/2026

We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading. In this episode: 00:00 Who’s winning the portfolio challenge? 02:03 A volatile few months for markets 02:37 Cam’s trades and the cost of overtrading 04:46 Ren doubles down on tech 08:09 Ally goes all-in on momentum 11:03 Bryce’s no-trade strategy pays off 13:52 Can anyone beat DHHF? 14:31 The final stretch of the challenge Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Deep Yellow (ASX: DYL), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Lynas Rare Earths (ASX: LYC), Betashares Emerging Markets Equity ETF (ASX: BEMG), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Global Energy Companies ETF (ASX: FUEL), Pilbara Minerals (ASX: PLS), Life360 (ASX: 360), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares S&P/ASX Australian Technology ETF (ASX: DRGN), Telix Pharmaceuticals (ASX: TLX), 4DMedical (ASX: 4DX), NEXTDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Altria Group (NYSE: MO), Plato Global Alpha Fund, Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), BHP Group (ASX: BHP), Betashares Energy Transition Metals ETF (ASX: WIRE), Betashares Japan ETF Currency Hedged (ASX: HJPN) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. T&Cs available here: https://www.betashares.com.au/campaigns/2026-q3-equity-mates ——— 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 YouTube Read the monthly email ——— Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/12/2026

Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC? 00:00 Markets are hitting record highs 03:58 Australian reporting season: numbers that caught our eye 05:30 Nick Scali, ResMed and REA Group 14:04 Does the day you dollar cost average actually matter? 18:16 How often should you dollar cost average? 22:21 How will the CGT changes affect investors? 28:44 Michael Burry’s latest bets against AI 31:18 Why calling crashes is easier than making money Stocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC) Grab your FinFest tickets today: https://www.finfest.live/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/10/2026

Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners. In this episode: 00:00 Is the AI Boom Sustainable? 03:52 Big Tech’s Trillion-Dollar AI Bet 06:58 AI Revenue Is Surging 09:17 Who’s Funding the AI Boom? 12:19 The World Needs More Compute 15:55 Why AI Stocks Swing Wildly 20:01 Can AI Earnings Last? 24:37 China’s AI Threat 29:36 AI’s Battle for Your Ecosystem 33:10 Did Apple Miss AI? 37:40 Best Ways to Invest 42:35 Protecting Against an AI Bust ETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR). ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/9/2026

Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening… In this episode: 00:00 - Bryce’s holiday recap & a wild month in markets 04:20 - The AI trade gets a reality check 08:48 - Leverage, margin calls & Leopold Aschenbrenner 12:26 - Is the AI spending boom sustainable? 14:59 - Earnings season delivers blockbuster numbers 21:47 - The companies crushing expectations 25:35 - Iran, inflation & the global macro picture 28:45 - Australia: rates, property prices & staying invested Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), SpaceX, Oracle (NYSE: ORCL), Samsung Electronics, SK Hynix, Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Caterpillar (NYSE: CAT), GE Vernova (NYSE: GEV), MercadoLibre (NASDAQ: MELI), Palantir (NASDAQ: PLTR), IBM (NYSE: IBM), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Betashares Global Banks ETF (ASX: BNKS), JPMorgan Chase (NYSE: JPM), Goldman Sachs (NYSE: GS), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX) Finfest 2026 Tickets still available, to secure yours head to https://equitymates.com/finfest-2026/ Check out our NEW SHOW: How I Got Started - https://equitymates.com/series/how-i-got-started/ + Plus, check our our NEW CHANNEL: Equity Mates Explains - https://www.youtube.com/@EquityMatesExplains ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/6/2026

Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disruption and portfolio construction as the AI race evolves. In this episode: 00:00 – Has AI moved beyond the bubble debate? 03:03 – Why semiconductor stocks are falling despite record AI spending 09:10 – The bond market, debt and funding the AI buildout 14:31 – Will AI models commoditise or remain valuable? 21:01 – The AI arms race and the prisoner's dilemma 24:43 – Meta, Oracle and the next phase of AI infrastructure 27:12 – How Loftus Peak is managing disruption investing today 34:38 – Beyond AI: biotech, batteries and the next wave of disruption Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), OpenAI, Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), ASML (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), SpaceX, Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY), CATL, Walmart (NYSE: WMT), John Deere (NYSE: DE) This episode has been sponsored by Loftus Peak - https://www.loftuspeak.com.au/ Support from partners like Loftus Peak help us keep all our content free. If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here: https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/5/2026

The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the next decade. From luxury brands to Formula One, VIP experiences & ultra-premium travel, they explore where the world's wealthiest are directing their money, the companies positioned to benefit, and the risks investors need to watch. In this episode: 00:00 – Why wealth inequality is creating a luxury boom 03:54 – The numbers behind the luxury economy 09:50 – From luxury goods to luxury experiences 15:02 – Why the US is replacing China as luxury's growth engine 17:53 – The biggest risks facing luxury investing 24:41 – Listed luxury brands and experience businesses 30:33 – Why luxury ETFs have struggled 33:34 – Final takeaways from The Decade Ahead series Stocks & ETFs Mentioned: LVMH (EPA: MC), Hermès (EPA: RMS), Ferrari (NYSE: RACE), Prada (HKG: 1913), Christian Dior (EPA: CDI), Richemont (SWX: CFR), Formula One Group (NASDAQ: FWONK), Madison Square Garden Sports (NYSE: MSGS), Madison Square Garden Entertainment (NYSE: MSGE), Live Nation Entertainment (NYSE: LYV), Viking Holdings (NYSE: VIK), Ten Lifestyle Group (LSE: TENG), Berkshire Hathaway (NYSE: BRK.B), SpaceX, Google (NASDAQ: GOOGL) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

8/2/2026

The world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and gene-edited crops, this episode explores the technologies transforming agriculture. Bryce & Ren unpack why AgTech could become one of the defining investment themes of the next decade, the companies leading the charge, and the risks investors need to understand before backing the future of farming. In this episode:  00:00 – Why agriculture is one of the decade's biggest opportunities  03:47 – Agricultural innovation & feeding a growing population  05:41 – AI, robotics & smart farming transform the paddock  13:19 – Genetics, CRISPR & the next generation of high-yield crops  15:57 – Cold chains: the overlooked technology reducing food waste  17:52 – The biggest risks facing agriculture and AgTech investors  25:31 – Companies & ETFs investing in the future of agriculture  31:55 – Final thoughts: where investors should look for opportunity Stocks & ETFs Mentioned: John Deere (NYSE: DE), Kubota (TSE: 6326), Trimble (NASDAQ: TRMB), Corteva Agriscience (NYSE: CTVA), Bayer (XETRA: BAYN), Betashares Global Agriculture ETF (ASX: FOOD), VanEck Agribusiness ETF (NYSE: MOO), iShares MSCI Global Agriculture Producers ETF (NYSE: VEGI), Global X AgTech & Food Innovation ETF (NASDAQ: KROP) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/29/2026

AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anthropic's Mythos uncovering thousands of software vulnerabilities to the rise of cloud security and identity protection, they unpack the trends driving billions of dollars in cybersecurity spending and the companies positioned to benefit. In this episode: 00:00 – Why cybersecurity is entering a new era 02:57 – How AI is transforming cybercrime & cyber defence 08:57 – The biggest growth drivers over the next decade 15:19 – The risks investors need to understand 19:01 – The best ETFs for cybersecurity exposure 21:46 – The leading cybersecurity companies 24:42 – Key investing takeaways Stocks & ETFs Mentioned: Betashares Global Cybersecurity ETF (ASX: HACK), Global X Cybersecurity ETF (ASX: BUGG), First Trust NASDAQ Cybersecurity ETF (NASDAQ: CIBR), Broadcom (NASDAQ: AVGO), Palo Alto Networks (NASDAQ: PANW), CrowdStrike (NASDAQ: CRWD), Cisco (NASDAQ: CSCO), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Anthropic, Mozilla, Firefox, CyberArk (NASDAQ: CYBR), Centra (ASX: SEN), Macquarie Technology Group (ASX: MAQ). This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/26/2026

The global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the centre of gravity of economic growth is expected to shift towards India, Southeast Asia and Latin America as hundreds of millions more people emerge into the middle class. In this episode, Bryce and Ren unpack the structural forces behind this shift, the industries set to benefit, the risks investors should watch, and the companies and ETFs offering exposure to one of the decade's biggest investment themes. In this episode: 00:00 Why the emerging middle class matters now 01:38 How the global middle class is defined 03:34 India: The next engine of middle class growth 06:28 Southeast Asia's economic transformation 10:30 Latin America's opportunity and challenges 12:18 Where the money will be spent 18:54 The biggest risks to the theme 23:55 Companies to watch across emerging markets 35:43 ETFs and final investment takeaways Stocks & ETFs Mentioned: Mastercard (NYSE: MA), Visa (NYSE: V), Reliance Industries (NSE: RELIANCE), HDFC Bank (NYSE: HDB), Grab Holdings (NASDAQ: GRAB), Sea Limited (NYSE: SE), Mercado Libre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Unilever (LSE: ULVR), Nestlé (SWX: NESN), Procter & Gamble (NYSE: PG), Colgate-Palmolive (NYSE: CL), Diageo (LSE: DGE), Standard Chartered (LSE: STAN), Tencent (HKEX: 0700), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Vale (NYSE: VALE), Petrobras (NYSE: PBR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), iShares MSCI Emerging Markets ETF (ASX: IEM), iShares Latin America 40 ETF (NYSEARCA: ILF) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Basis Points: Investing in India’s Future – with Mugunthan Siva of India Avenue | https://equitymates.com/episode/basis-points-investing-in-indias-future-with-mugunthan-siva-of-india-avenue/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/22/2026

AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce and Ren explore why robotics could become the next frontier of the AI revolution. They unpack the companies leading the charge, the investment opportunities emerging, and what investors should watch as AI moves beyond the chatbot and into everyday life. In this episode: 00:00 – Why robotics is the next AI revolution 03:02 – The size of the AI and robotics opportunity 05:59 – Nvidia and the race towards physical AI 12:04 – Can AI justify the trillions being invested? 20:08 – Where robots are already changing the real world 31:33 – Investing in AI & robotics: companies to watch 38:33 – ETFs for AI & robotics exposure 39:51 – Final investor takeaways for the decade ahead Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Taiwan Semiconductor Manufacturing (NYSE: TSM), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), Berkshire Hathaway (NYSE: BRK.B), ABB (NYSE: ABB), Fanuc Corp (TYO: 6954), Keyence (TYO: 6861), Hyundai Motor (KRX: 005380), SoftBank Group (TYO: 9984), Deere & Co (NYSE: DE), Intuitive Surgical (NASDAQ: ISRG), Global X Artificial Intelligence ETF (ASX: GXAI), Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ), iShares Future AI & Tech ETF (NYSEARCA: ARTY) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/19/2026

Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors. In this episode: 00:00 – Why digital entertainment is booming 02:56 – Emerging markets and the rise of the global middle class 04:16 – Mobile gaming becomes the biggest force in gaming 08:13 – How AI is changing streaming and entertainment 10:09 – Advertising, gaming economics and industry growth 18:01 – Key investment risks and competitive pressures 22:26 – Stocks to watch across streaming, gaming and music 30:37 – ETFs and final investing takeaways Stocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/15/2026

Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure. In this episode: 00:00 – Why electrification is the defining trend of the next decade 03:59 – The four critical minerals: copper, lithium, nickel and cobalt 08:25 – The biggest growth drivers: EVs, batteries and emerging markets 12:48 – AI and data centres are driving electricity demand higher 16:11 – Investment opportunities across Australian miners 23:27 – ETFs for investing in the electrification theme 24:22 – How Bryce and Ren are approaching the opportunity 27:07 – Final thoughts on Australia’s green metals future Stocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/12/2026

There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in the world. In this episode of The Decade Ahead, Bryce and Ren unpack the trends driving the boom, the companies positioned to benefit, and whether this is a theme investors should be watching over the next decade. In this episode: 00:00 - Why the pet economy is booming 03:50 - Australia's pet population and spending habits 07:18 - Why younger generations are choosing pets over kids 11:56 - Where the money is going in pet care 16:44 - Australia's biggest pet businesses 21:51 - The trends driving the next decade of pet care 24:35 - Risks investors should consider 25:57 - How to invest in the pet care theme Stocks & ETFs Mentioned: Ebos Group (ASX: EBO), Nestlé (SIX: NESN), Colgate-Palmolive (NYSE: CL), Freshpet (NASDAQ: FRPT), Zoetis (NYSE: ZTS), IDEXX Laboratories (NASDAQ: IDXX), Chewy (NYSE: CHWY), ProShares Pet Care ETF (BATS: PAWZ), Mastercard (NYSE: MA) This episode of The Decade Ahead is brought to you by ANZ Business Start Right. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/8/2026

People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores the trends reshaping healthcare, the companies leading the charge, and how investors can gain exposure to one of the world's fastest-growing industries. In this episode: 00:00 – Why longevity is becoming a major investment theme 03:16 – The $3.5 trillion biotech opportunity & the rise of the longevity economy 07:58 – AI, peptides & personalised medicine driving medical breakthroughs 14:56 – The risks: regulation, clinical trial failures & tariffs 17:47 – Partner message from ANZ Business Start Right 19:22 – The biggest opportunities in biotech over the next decade 20:25 – The companies leading the biotech revolution 27:13 – ETFs and how to invest in Biotech & Longevity Stocks & ETFs Mentioned: CSL (ASX: CSL), Pfizer (NYSE: PFE), Merck (NYSE: MRK), Johnson & Johnson (NYSE: JNJ), Roche, AstraZeneca (LSE: AZN), AbbVie (NYSE: ABBV), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Vertex Pharmaceuticals (NASDAQ: VRTX), Regeneron Pharmaceuticals (NASDAQ: REGN), Moderna (NASDAQ: MRNA), BioNTech (NASDAQ: BNTX), Unity Biotechnology (NASDAQ: UBX), BioAge Labs (NASDAQ: BIOA), Recursion Pharmaceuticals (NASDAQ: RXRX), ResMed (ASX: RMD), Cochlear (ASX: COH), Sonic Healthcare (ASX: SHL), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Mesoblast (ASX: MSB), VanEck Global Healthcare Leaders ETF (ASX: HLTH), iShares Global Healthcare ETF (ASX: IXJ), Betashares Global Healthcare Currency Hedged ETF (ASX: DRUG), iShares U.S. Pharmaceuticals ETF, iShares Biotechnology ETF (NYSEARCA: IBB), SPDR S&P Biotech ETF (NYSEARCA: XBI), ARK Genomic Revolution ETF (BATS: ARKG), Range Cancer Therapeutics ETF (CANC) This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/5/2026

Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport. In this episode: 00:00 - EV Adoption Has Reached a Tipping Point 07:17 - Why Robotaxis are the Next Chapter of the EV Story 09:25 - Understanding the Six Levels of Autonomous Driving 14:22 - Waymo, Tesla and the Global Robotaxi Race 22:33 - The Biggest Risks: Technology, Regulation and Trust 29:47 - Investing in Robotaxis: Companies and ETFs to Watch 35:20 - Will Australia Keep Up? Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX). This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/2/2026

Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explaining what really drives the gold price, why investors misunderstand its role in a portfolio, and whether Bitcoin deserves to be called digital gold. In this episode: 00:00 Introduction 02:29 Jordan's Investment Journey 05:58 Inside the Gold Frenzy 09:00 Why Gold Fell 13:44 What Drives Gold Prices 16:41 Why Gold Still Matters 24:41 Long-Term Gold Demand 31:01 Gold in Your Portfolio 34:27 Bitcoin Versus Gold 39:51 Ways to Invest in Gold 42:23 Final Advice for Investors Thanks to ABC Bullion for sponsoring this episode and helping to keep our content free. Listeners can learn more about ABC Bullion and access the precious metals market 24/7 via www.abcbullion.com.  ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

7/1/2026

Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead. In this episode: 00:00 – Portfolio update & Big Announcement 02:58 – June market recap & what moved global markets 06:43 – Bryce’s portfolio: healthcare rebound & standout performers 14:24 – Ren’s portfolio: deploying capital into active managers 18:02 – Can active managers beat the index? 22:58 – Bryce’s full portfolio breakdown 25:50 – Ren’s full portfolio breakdown 30:10 – What's Next & The Decade Ahead preview Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Taiwan Semiconductor Manufacturing Company (NYSE: TSMC), Catapult Group (ASX: CAT), Shopify (NASDAQ: SHOP), Spotify (NYSE: SPOT), Mercado Libre (NASDAQ: MELI), Macquarie Group (ASX: MQG), Sea Limited (NYSE: SE), QXO (NYSE: QXO), ASX: G200, ASX: GGUS, ASX: IVV, ASX: VAE, ASX: VEQ, Betashares Global Banks ETF (ASX: BNKS), Betashares Japan ETF (ASX: HJPN), Betashares Gold Bullion ETF Currency Hedged (ASX: QAU), ASX: WIRE, ASX: GHHF, ASX: EXUS, ASX: BEMG, ASX: ECRD, ASX: ROYL, ASX: CIIH, ASX: ASIA, Five V Capital Horizons, Schroders Specialist Private Equity Fund, Hamilton Lane Global Private Equity, Plato Global Alpha, Monroe Global Growth, Loftus Peak Global Disruption, Monroe Small & Mid Caps, Ophir Global Opportunities Fund, Seneca Australian Small Companies Fund, Fairlight Small & Mid Cap Fund. Get ahead this tax season. Sign up to Sharesight now and Save 4 months when you purchase an annual paid plan: https://www.sharesight.com/equitymates ——— Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/29/2026

Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink. Whether you agree or disagree, this conversation challenges some of Australia's biggest economic assumptions. In this episode: 00:00 Welcome Alan 02:30 Why Housing Must Change 05:40 Housing Supply Solutions 09:06 Immigration And Housing 13:05 Fixing Childcare 19:11 Net Zero Reality 22:02 Preparing For Warming 26:18 AI Government Blind Spot 30:23 AI's Business Economics 33:19 Government's Bigger Role 🎟️ FinFest 2026 is coming! Join over 2,000 investors at Carriageworks, Sydney on 24 October. Grab your tickets: https://equitymates.com/finfest ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/28/2026

Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one). In this episode: 00:00 – Meta’s prediction markets play 04:55 – Oil prices & what it means for petrol prices 08:24 – Community Portfolio: halfway performance review 11:46 – Biggest winners, biggest losers & portfolio decisions 14:17 – Should the Community Portfolio sell Bitcoin? 15:56 – The latest update in our quest to get Warren Buffett on the pod 21:23 – The Decade Ahead series tease Stocks & ETFs Mentioned: Meta Platforms (NASDAQ: META), Brent Crude (ICE: BRN), West Texas Intermediate (WTI), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Alphabet (NASDAQ: GOOGL), Bitcoin, PWR Holdings (ASX: PWH), ResMed (ASX: RMD), NanoVue, PlaySide Studios (ASX: PLY), Link Minerals, GE Vernova (NYSE: GEV), Taiwan Semiconductor Manufacturing Company (NYSE: TSM) Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply. ——— To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/25/2026

Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the world’s most important metals. In this episode: 00:00 – Why copper is becoming critical to the global economy 02:05 – Introducing William Taylor | ETF Shares 04:09 – AI, data centres and the new source of copper demand 07:43 – Urbanisation, emerging markets and long-term demand growth 10:12 – The global copper supply bottleneck 16:21 – Copper prices, cycles and the investment outlook 27:29 – Why invest in a copper ETF rather than individual miners? 31:15 – Inside ETF Shares’ CPPR copper ETF ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW) To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au. ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/24/2026

Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation. Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all. In this episode: 00:00 – Australian property market shows signs of cooling 02:42 – SMSF property tax concessions under pressure 04:39 – Auction clearance rates fall below 50% 08:17 – UK political turmoil and another Prime Minister resignation 11:12 – WiseTech, founder risk and the Richard White investigation 14:25 – Pimp My Portfolio: Seb’s ETF and stock portfolio reviewed 26:18 – The 100-year stock market study that changes how you invest 33:37 – Why indexing remains one of the simplest investing strategies Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA) ——— To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/22/2026

The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient. In this episode: 00:00 Budget Investing Changes 01:29 ETF Tax Case Studies 04:04 Tax Winners and Losers 07:26 Why Growth Still Wins 11:35 Property vs Shares 15:20 Negative Gearing Impact 17:08 New Leverage Strategies 19:33 Will Investors Leave Property? 23:23 Dividend vs Growth Investing 25:35 Retirement and FIRE Changes 30:16 Final Investing Takeaways Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ) You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch. To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/21/2026

What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market overreacting, or is the sell-off justified? In this episode: 00:00 – FIFA’s hydration breaks & the hidden ad revenue opportunity 04:36 – The Knicks’ success & Madison Square Garden’s stock surge 05:57 – UFC’s expensive White House event & investor reaction 07:37 – Ice Cube’s Big3 basketball league heads for IPO 09:42 – Mr Beat Up scorecard: reviewing previous picks 11:34 – Hims & Hers Health & its rollercoaster journey 16:22 – Applying the four-step stock checklist 23:35 – Our Valuation verdict ETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims & Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO) To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/18/2026

Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering compelling income and portfolio protection. In this episode: 00:00 – What the bond market is telling investors 04:31 – Why bond yields are rising around the world 08:31 – Government debt, deficits and fiscal sustainability 12:00 – Interest rate outlook: Australia and the US 15:50 – Warren Buffett's warning on higher rates 17:55 – AI euphoria vs bond market reality 20:59 – PIMCO's base case for the economy 23:48 – Why bonds are attractive again 33:31 – How investors can access fixed income today Stocks & ETFs mentioned: PIMCO Short-Term Active Yield ETF (ASX: EARN), PIMCO Australian Bond Active ETF (ASX: PAUS), PIMCO Global Bond Active ETF (ASX: PGBF) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/17/2026

Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise your return. In this episode: 00:00 – US-Iran peace deal confirmed 02:12 – How markets reacted: oil, stocks & gold 07:11 – Why long-term investors should ignore short-term panic 08:13 – SpaceX becomes the largest IPO in history 10:20 – IPOs explained: how they work and how they're priced 14:57 – The hidden risks of buying hot IPOs 21:42 – EOFY tax checklist for investors 27:30 – Avoiding common tax-time mistakes ETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE) Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/ Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/15/2026

Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia’s productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends. In this episode: 00:00 – Chris changes his view on Australian small caps 03:24 – Iran, the Strait of Hormuz and why energy matters 08:07 – Is Australia at the top of the rate cycle? 09:24 – Why Chris disagrees with consensus on US rates 13:54 – The real bubble is in bonds 19:17 – Will AI create a productivity boom? 24:07 – Positioning the portfolio for the AI race 31:23 – Australia's gas tax and energy policy debate 35:51 – Gold, central banks and sovereign reserves 41:23 – The most overlooked investment themes 43:47 – The best business Chris has ever seen: Tether 45:33 – Why Claude is his investing tool of choice 46:19 – Final investing advice: know your game  ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US Dollar For Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/14/2026

Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adjusting a core ETF portfolio. In this episode: 00:00 – Inflation returns as a global concern 04:36 – Australian housing wobbles and bank shorts rise 07:37 – The latest update in the Warren Buffett quest 11:31 – Billboard & other ideas to get Buffett’s attention 17:19 - Mobilising the Equity Mates Community 21:11 – Core vs satellite portfolios explained 23:19 – DHHF vs building your own ETF portfolio 26:16 – Portfolio weighting, CGT events and hedging ETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200) Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/11/2026

Most investors spend their time looking for the next stock to buy, Steven Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aoris’ quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable advantages, strong cultures and long runways for growth. In this episode: 00:00 – Why Aoris runs a concentrated portfolio 02:22 – What “quality-first value investing” means 07:52 – Red flags and Aoris’ no-go zones 09:29 – Compass Group: The world's largest contract caterer 18:29 – Cintas: The boring compounder hiding in plain sight 25:06 – The importance of defining what not to buy 27:13 – Why Aoris avoids banks, mining, biotech and more 35:19 – Why only 15 stocks and lessons for investors Thanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged). Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/ ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/10/2026

The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio. In this episode: 00:00 — The $400 billion AI market stress test 01:31 — SpaceX IPO demand explodes 05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital 09:11 — Why IPO investors should slow down 10:40 — South Korea’s AI-fuelled bonus boom 14:13 — Bryce reveals his stock thesis cards 15:48 — Intuitive Surgical: thesis, risks and valuation 23:15 — Community Portfolio update and Bitcoin review 26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitch ETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/8/2026

Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup idea to global healthcare platform. He shares what it was really like in the deal room, the early lessons from Koala and digital marketing, how GLP-1 medications transformed the business, why Australia needs better startup infrastructure, and what founders can learn about risk, ambition and building at scale. In this episode: 00:00 – The $1.6 billion exit and signing day chaos 02:49 – Why Eucalyptus decided to sell 10:31 – The origins of Eucalyptus and early startup lessons 17:54 – Good businesses, bad businesses and portfolio thinking 26:34 – Building telehealth amid industry criticism 30:52 – How GLP-1s changed everything 40:53 – AI, startups and the next technology wave 47:50 – ESOPs, startup talent and the future of Australia’s ecosystem ETFs and Stocks mentioned: Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Amazon (NASDAQ: AMZN), Netflix (NASDAQ: NFLX), Atlassian (NASDAQ: TEAM), Woolworths Group (ASX: WOW) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/4/2026

What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks and themes attracting the most capital. From buying the dip in quality companies to piling into leveraged ETFs, gold, critical minerals and defence, this episode reveals how retail investors navigated a year defined by geopolitical tensions, inflation concerns and market swings.  In this episode: 00:00 – What Betashares Direct data reveals about Australian investors 01:09 – The most bought ETFs in 2026 so far 03:04 – Top individual stocks and the rise of buying the dip 06:08 – Auto-investing, market volatility and investor behaviour 08:16 – Bulls vs bears: leveraged ETFs, gold and inverse funds 12:01 – Critical minerals become the hottest thematic 15:02 – Defence spending and geopolitical investing trends 18:14 – Key lessons from retail investor behaviour ETFs and Stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), BetaShares Nasdaq 100 ETF (ASX: NDQ), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Geared Australian Equities ETF (ASX: GEAR), CSL (ASX: CSL), Woodside Energy (ASX: WDS), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC), Pro Medicus (ASX: PME), Xero (ASX: XRO), Cochlear (ASX: COH), BetaShares Australian Equities Strong Bear ETF (ASX: BBOZ), BetaShares Energy Transition Metals ETF (ASX: XMET), Global X Copper Miners ETF (ASX: WIRE), BetaShares Global Uranium ETF (ASX: URNM), Lynas Rare Earths (ASX: LYC), BetaShares Global Defence ETF (ASX: ARMR) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/3/2026

Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT. In this episode: 00:00 – Property investing after the budget 08:41 – South Korea’s AI-fuelled stock market frenzy 12:49 – Community Question: Invest inside or outside super? 14:42 – The tax advantages of superannuation 16:25 – Flexibility, FIRE and accessing your money early 19:00 – Contribution caps, balance limits and Div 296 23:15 – Life-stage considerations when building wealth 24:34 – Pimp My Portfolio with Owen Rask and community member Marty Stocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT) How I Got Started Newsletter: https://getstartedinvesting.beehiiv.com/  Newsletter Sign Up: https://equitymates.com/join-our-newsletters/  ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

6/1/2026

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise. In this episode: 00:00 — Why tax changes shouldn’t derail good investing 00:55 — Budget changes and the pressure on family trusts 05:14 — Capital gains tax: overreaction or real risk? 09:01 — How accumulators should think about structures 15:31 — Has the case for investment property changed? 17:22 — Property, leverage and negative gearing 19:23 — Global equities, AI and portfolio positioning 23:14 — Why Australian equities look less compelling 25:01 — Private credit and understanding the risks 28:14 — Infrastructure’s role in portfolios 32:49 — Charlie’s key actions for investors this year If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch. Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL). ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/31/2026

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost. In this episode: 00:00 - May: The month of portfolio changes 01:49 - News & markets driving these changes 03:21 - Portfolio performance overviews 05:53 - Bryce’s thesis cards and portfolio sells 12:00 - Ren trims down his individual stocks 15:54 - Active managers vs index ETFs discussion 21:29 - Bryce’s full portfolio breakdown 26:27 - Ren’s full portfolio breakdown Stocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS) Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/ Resources Reference: Dr David Allen Interview on Equity Mates. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/28/2026

AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how investors can separate hype from real revenue, and why the best opportunities may still be early. In this episode: 00:00 Cheaper to hire a human than to use AI? 01:51 What's changed since Anshu was last on 03:50 The third AI inflection point explained 06:26 Are we still early in the AI investment cycle? 08:05 The warning signs of an AI bubble 11:28 Why most investors get disruption wrong 16:36 How Loftus finds the best company in a trend 19:37 Humanoid robots: hype or reality? 24:56 Inside China's robotics ecosystem 26:11 Beijing Auto Show: the battery that changed his mind 27:52 Sodium-ion batteries and the next leg of EVs 32:01 So where does Tesla fit in now? 36:55 Knowing when to sell a disruptive stock 39:08 Why Loftus has been in and out of NVIDIA 4 times 42:28 Anshu's best company ever, book pick and advice ETFs and Stocks mentioned: Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPJD), NVIDIA (NASDAQ: NVDA), Eli Lilly (NYSE: LLY), Datadog (NASDAQ: DDOG), Samsara (NYSE: IOT), Meta Platforms (NASDAQ: META), Tencent (HKEX: 0700), CATL (SZSE: 300750), BYD (HKEX: 1211), Tesla (NASDAQ: TSLA), WeRide (NASDAQ: WRD), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN) Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all our content free. If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/27/2026

The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio. In this episode: 00:00 – The Enhanced Games fail to deliver superhuman results 05:18 – Eli Lilly’s new weight loss drug shocks the market 10:49 – Where's Warren: Our Mission to Interview Warren Buffett 15:03 – Calling Omaha to track down Buffett 16:48 – Geoff Wilson gets us one step closer 20:09 – The plan to contact Buffett’s longtime assistant 22:28 – Community Portfolio update: Are we beating the market? 24:29 – Josh pitches ResMed for the Community Portfolio Enhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/25/2026

The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares. If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/ In this episode:  00:00 – Why the budget changes aren’t a reason to panic  02:38 – Negative gearing explained and what changes after the budget  07:32 – Should investors rethink property, trusts and growth assets?  12:48 – Lump sum investing vs dollar cost averaging  15:17 – Property vs shares: where would Julie put $1 million?  20:43 – Is debt recycling actually worth it?  23:45 – Superannuation strategy, consolidation and fees  28:23 – Managing money as couples, property structuring and planning for kids  ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/24/2026

Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio. In this episode: 00:00 Nvidia’s AI boom keeps booming 05:24 Google Glass is back? 09:43 SpaceX files its prospectus 16:45 X Marks the Stock 21:08 SharonAI: the AI Infrastructure stock buzzing on X  28:15 Pimp My Portfolio with Luke Laretive 30:17 Reviewing the core ETF portfolio 33:19 Catapult, Qantas and stock picking discipline Stocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody’s (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/21/2026

AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies globally. In this episode: 00:00 - Is AI Killing Software? 03:04 - Introducing Claire Smith 05:02 - SaaS Sell-Off: Public vs Private Markets 07:41 - Building an AI Threat Matrix 13:38 - AI Opportunities Inside Private Equity 18:37 - Boring Businesses with Sticky Revenues 25:26 - How Schroders Assesses Private Equity Managers 34:06 - Adding Private Equity to a Portfolio ETFs and stocks mentioned: Rio Tinto (ASX: RIO), Telstra (ASX: TLS), Commonwealth Bank (ASX: CBA), Foster’s, Atlassian (NASDAQ: TEAM), monday.com (NASDAQ: MNDY), Microsoft (NASDAQ: MSFT), OpenAI, Meta (NASDAQ: META), Nvidia (NASDAQ: NVDA), Spotify (NYSE: SPOT). To deepen your understanding of investing in small to mid-cap semi-liquid private equity, visit Schroders Australia's private equity hub. Newsletter recommendation: https://pefox.com/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

5/20/2026

Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for your portfolio, how energy prices are driving global inflation fears, and why Trump only really fears the bond market. Then the boys’ mortgage broker Chris Bates drops in to break down the Australian budget changes that could completely reshape property investing, rentvesting, and how Aussies build wealth. In this episode: 00:00 Bond Market Panic Begins 00:46 FinFest Announcement 01:31 Inflation Fears Hit Markets 05:10 Elon Musk vs OpenAI Comes to an End 06:24 OpenAI & Anthropic IPO Race 09:04 Big 4 Banks Are Pocketing Your Rate Rises 11:40 Budget Changes Property Investing 14:35 Why Rentvesting Is Dead 15:50 Which Property Prices Could Fall 18:49 New Wealth Strategy for Australians 21:45 Why Shares Could Benefit 23:14 What Investors Should Do Now 23:59 Episode Wrap-Up Stocks & ETFs mentioned: Microsoft (NASDAQ: MSFT), Tesla (NASDAQ: TSLA), Commonwealth Bank (ASX: CBA), ANZ Group (ASX: ANZ), NAB (ASX: NAB), Westpac (ASX: WBC) Australia's biggest investing festival is back. We're calling all bulls, bears and party animals to come trade ideas at Carriageworks on Saturday 24 October. 50+ sessions across 5 stages, food trucks, bars, a mechanical bull, and 2,500+ investors in one room. This is a finance event like no other. Early bird tickets are now on sale for only $40 - secure yours before they run out! FinFest is proudly brought to you by Betashares. equitymates.com/finfest ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/18/2026

AI is everywhere in markets, but is it actually changing how great investors pick stocks? Bryce and Alec sit down with Armina Rosenberg, co-founder and portfolio manager at Minotaur Capital, to unpack how her team uses AI across idea generation, research, financial modelling, thesis validation and risk management. From spotting structural change across thousands of articles to testing whether SaaS stocks are facing an AI reckoning, we take a practical look at where AI is genuinely useful, where humans still have the edge, and how everyday investors can start using it without switching their brain off. In this episode: 00:00 AI and the future of stock picking 01:18 Armina’s first investment 04:05 How AI improves a fundamental investing process 10:06 Can AI run a portfolio? 13:11 Where AI beats humans and where it fails 16:08 Managing hallucinations and AI risk 22:50 AI, SaaS and the changing market landscape 32:31 Stocks on the radar: Leapmotor and Cover Corp Stocks and ETFs mentioned: Whitehaven Coal (ASX: WHC), UBS (NYSE: UBS), Axon Enterprise (NASDAQ: AXON), Block (NYSE: SQ), Tesla (NASDAQ: TSLA), Miniso (NYSE: MNSO), Pop Mart (HKEX: 9992), WiseTech Global (ASX: WTC), Bumble (NASDAQ: BMBL), Twilio (NYSE: TWLO), Bandwidth (NASDAQ: BAND), Five9 (NASDAQ: FIVN), Atlassian (NASDAQ: TEAM), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), Prismian (BIT: PRY), NextEra Energy (NYSE: NEE), monday.com (NASDAQ: MNDY), DocuSign (NASDAQ: DOCU), Xero (ASX: XRO), Leapmotor (HKEX: 9863), Dahua Technology (SZSE: 002236), Hikvision (SZSE: 002415), Stellantis (NYSE: STLA), BYD (HKEX: 1211), Cover Corporation (TYO: 5253), Anycolor (TYO: 5032), JPMorgan Chase (NYSE: JPM), UniCredit (BIT: UCG) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/17/2026

Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL’s brutal fall from grace, and whether TransMedics’ organ transplant technology can justify the risk after its share price has been cut by two-thirds. In this episode: 00:00 — Intro & Welcome Mr Beat Up 01:31 — Budget Fallout Hits Banks & Housing Stocks 03:14 — BHP Overtakes CBA as Australia’s Biggest Company 06:06 — CSL Falls Out Of The ASX Top 10 09:38 — New Fed Chair & Rising US Inflation 11:51 — Mr Beat Up: TransMedics 15:05 — Why TransMedics Is Beaten Down? 18:31 — The Bull Case: 4-Step Stock Checklist 21:39 — How Big is the Moat? 25:21 — Can it Reinvest it's Profits Productively? 27:05 — Is TMDX an Affordable Stock? 29:06 — The Final Verdict Stocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/14/2026

The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weather. Bryce and Ren are joined by Betashares investment strategist Hugh Lam to unpack falling launch costs, satellite internet, data-as-a-service, defence, tourism, SpaceX hype and why ETFs may offer a diversified way to access the theme. In this episode: 00:00 — The US$630 billion space economy 01:32 — Betashares launches Australia’s first space ETF 02:19 — Hugh Lam’s first investment 04:02 — How to think about the space economy 05:32 — Falling launch costs and satellite demand 08:00 — Data-as-a-service, Starlink and real-world use cases 16:37 — Blind ranking blue-sky space businesses 24:39 — Why ETFs may suit emerging themes like space ETFs and stocks mentioned: Betashares Space Industry ETF (ASX: RCKT), A2 Milk (ASX: A2M), SpaceX, Starlink, Planet Labs, Rocket Lab (NASDAQ: RKLB), Blue Origin, Impulse Space, Varda Space, Telstra (ASX: TLS), Qantas (ASX: QAN), Qatar Airways, Nearmap, TSMC (NYSE: TSM), Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Google (NASDAQ: GOOGL), ASML (NASDAQ: ASML) Learn more at https://www.betashares.com.au/learn/space-etf/. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer. Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/13/2026

The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing. In this episode: 00:00 The Budget Winners and Losers 01:49 Negative Gearing and Capital Gains Tax Changes Explained 07:41 What the Budget Means for Investors and Startups 15:48 Community Portfolio Update: Beating the Benchmark? 17:32 Investment Committee: Should Catapult be Sold? 25:30 Reece Pitches Bitcoin for the Portfolio 31:17 Community Question: Gearing and Leverage 101 40:20 Geared ETFs, Risk and the Efficient Frontier ETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA) ——— Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment. Leave inspired, better informed, and ready to take the next step on your investing journey. Register your interest for early bird tickets at https://equitymates.com/finfest-2026/ ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/11/2026

Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right calls. Bryce and Alec are joined by Dylan Pargiter-Green from Bold Wealth to unpack the emotional, practical and tax considerations that come with sudden wealth, and why the best move might be taking a breath before doing anything. If you’d like to speak to Dylan or anyone on our advice network head to https://equitymates.com/advice/ In this episode: 00:00 — Why windfalls matter for investors 03:25 — Inheritances, separation, bonuses and other windfalls 05:58 — Why talking about sudden wealth is so hard 08:13 — Splurging, squirrelling and the biggest windfall mistakes 11:42 — The first smart moves after money lands 16:58 — Tax, wills and why equal assets aren’t always equal 19:49 — Family conversations and inheritance planning 22:52 — SKI: spending the kids’ inheritance 25:35 — Income streams, gifting early and aged care planning 27:50 — Final takeaways: start the conversation early ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/10/2026

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 Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/7/2026

Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail. Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates In this episode: 00:00 — Tariffs, inflation and commercial property 01:16 — What’s changed since Jason’s last visit 02:29 — How rates and inflation flow through property 05:32 — What investors should watch right now 09:01 — Time in the market for commercial property 12:25 — Buying when others are fearful 15:53 — Industrial, logistics and data centres 26:53 — How investors can think about listed vs unlisted property Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/6/2026

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. In this episode: 00:00 — The fastest market rebound ever 03:59 — Iran conflict, oil and market implications 05:49 — RBA lifts rates back to 4.35% 07:34 — Budget watch: housing, tax and spending cuts 13:08 — Earnings season and big tech’s huge numbers 15:18 — Alphabet smashes expectations 19:14 — Berkshire Hathaway’s record cash pile 22:10 — Eli Lilly Earnings Results 24:21 — Shares vs property: the long-term numbers Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS) Links to resources mentioned: Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/ Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/4/2026

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. 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. Chapters: 00:00 – Introducing David Pocock: from Wallabies captain to parliament 03:04 – Quickfire: Pocock’s backstory, activism, and personal values 07:29 – What gives Pocock hope in Australian politics? 09:24 – The problem with short-term decision making in government 11:08 – Money, lobbying, and incentives in politics 20:57 – Gas tax: why Australians aren’t getting paid for their resources 30:04 – Housing crisis: supply vs tax reform and structural issues 38:36 – Gambling ads and the failure of partial bans 45:31 – AI, jobs, and why Australia isn’t prepared 51:08 – Where political pressure is actually working ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

5/3/2026

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. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 – Welcome back: April portfolio review and what’s on the agenda 01:26 – Bryce’s portfolio: core ETFs, satellite positions and active managers 07:28 – Alec’s portfolio: DCA, income sleeve and infrastructure ideas 17:32 – Reporting season begins: why US earnings matter for their portfolios 17:52 – TSMC deep dive: AI demand, margins and valuation 22:58 – Spotify earnings recap: strong numbers, weak market reaction 25:26 – Four-step stock checklist: is Spotify still a hold? 34:06 – What’s next: upcoming earnings, thesis reviews and portfolio decisions Stocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/30/2026

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. 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. If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visit balmain.com.au/equitymates. In this episode: 00:00 — Why private credit is having a moment 01:24 — Henry Holm’s first investment lesson 02:25 — Why private credit exists 03:32 — How the Australian market has changed since the GFC 08:45 — A real-world private credit deal in Sydney 12:28 — Bank competition, underwriting risk, and red flags 17:30 — US private credit stress vs Australia’s market 22:59 — How to assess a private credit manager 26:56 — Red flags investors should watch for 28:06 — Best deal & best company you’ve ever discovered 29:47 — Investing resources and reading list 30:49 — Advice for young investors ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/29/2026

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. In this episode: 00:00 Welcome & Special Co-Host 01:06 Big Tech Tax Loopholes 04:25 Musk vs Altman Goes to Court 07:25 Strong US Earnings Q1 Results 11:05 Mr Beat Up is Back 12:11 Stock Breakdown 13:42 Why the Stock Is Down 65% 18:04 Four-Step Stock Checklist Analysis 24:53 FIFA World Cup Catalyst 27:26 Final Investment Verdict Stocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT) *This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7. Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858 ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/27/2026

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. In this episode: 00:00 Listener Mailbag Intro 01:13 Market Volatility & Staying Calm 02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources 06:54 Moving Holdings Between Brokerage Platforms 09:51 ETF Strategy for Older Investors 13:01 Investing for Kids & Tax Considerations 15:18 Rebalancing Portfolio to Geared Products 17:31 Micro-Investing vs ETF Costs 19:30 US Stocks Tax Implications 20:24 Why Infrastructure in Portfolios is a MUST 22:35 Super Catch Up Contributions Explained 24:52 Investing in Property During Interest Rate Hikes 25:49 CGT Discount Drop Discussion & Property Outlook 27:29 When to Sell an Investment Property 30:14 Final Question: Pay Down Mortgage or Invest? ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/23/2026

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. 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. In this episode: 00:00 The software sell-off and big question for investors 00:47 Jared Paul joins: owning losses and market reality 02:09 Has anything fundamentally changed for growth investors? 03:37 How deep the software sell-off really is 05:14 Why software isn’t the real moat 08:11 Which software companies are actually at risk 13:43 Valuations reset: opportunity or warning sign? 18:21 The bull case: AI-driven productivity and future upside 22:37 Real productivity gains vs AI washing 25:34 Quick fire: Top ASX tech stocks (At risk or not?) 32:26 Basically a value manage now - position sizing in the chaos 34:31 The final three: best business, best resource, best advice ETFs and stocks mentioned: WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/22/2026

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. 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. In this episode: 00:00 Intro & Episode Overview 01:54 GLP-1 Drugs Surprise Benefit 05:04 Tim Cook steps down as Apple CEO 10:57 Why Brad Jacobs and QXO have investors paying attention 15:52 Bryce's Portfolio Strategy Update 18:22 Community Q&A: GHHF, DHHF and geared ETF exposure 20:42 Community Q&A: Debt Recycling vs Borrowing to Invest 24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying 29:31 Final Thoughts & Wrap Up Our Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBef Stocks & ETFs mentioned: Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/20/2026

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. In this episode: 00:00 — Why first-home buyers are struggling in Australia 00:23 — What rentvesting is and why it matters 01:10 — Jordan’s case study: $95k income, $80k deposit, Sydney dream 04:41 — The rentvesting strategy: buy where you can afford, rent where you want 08:07 — How equity, refinancing and portfolio growth can fund the next purchase 15:20 — Why Sam believes investors should sell at the end of a property cycle 20:56 — How rentvesting could help buy a Sydney PPOR in 5–7 years 27:10 — The biggest mistakes first-time property investors make ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/19/2026

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. In this episode: 00:00 - Allbirds' ditches shoes for AI 07:47 - Why LIV Golf may be running out of runway 14:39 - Bryce's new investment process 18:40 - Using the four step stock checklist 20:43 - DCFs, fair value and testing assumptions 23:35 - Cooling-off periods and writing theses 27:23 - Running the current portfolio through the framework 31:12 - Why being directionally right matters more than perfect models ETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA) DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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. Hosted on Acast. See acast.com/privacy for more information.

4/16/2026

Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper? In this episode: 00:00 – The $25K portfolio challenge explained 00:39 – Meet the competitors (and one strategic absence?) 03:11 – Market update: rallies, war, and oil shocks 08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound 13:59 – Cam’s portfolio: uranium pain, long-term conviction 20:15 – Ally’s portfolio: biggest losses and tech pivot 24:53 – Ren takes the lead (just) and shifts strategy 29:24 – Final portfolios locked for the next quarter Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/15/2026

Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young. In this episode: 00:00 Episode Preview & Intro 01:46 Iran War Market Impact 04:44 Aston Martin Crisis Explained 08:10 Luxury Brands: Winners vs Losers 09:10 Community Portfolio 09:42 Portfolio Performance Update 11:59 Josh’s Investing Story & Pitch 13:28 EV ETF Pitch (DRIV) 13:56 EV Demand Data 16:21 Risks of the EV Boom 18:29 Pimp My Portfolio with Luke Laretive 19:13 Lachie's Portfolio Breakdown 21:02 Luke's First Impressions 22:01 Infratil (IFT) Deep Dive 24:24 Other Stock Picks Critiqued 26:15 ETF Fees and Overlap Discussed 27:20 Final Thoughts & Wrap Up Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/13/2026

You’re working hard to build wealth, but what happens if you can’t earn an income tomorrow? In this episode, we go deep on life insurance, income protection, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn. If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/ In this episode: 00:00 – Why protecting wealth matters 00:40 – Meet insurance specialist Phil Thompson 02:37 – Real-life claim: tragedy, and why insurance matters 06:50 – The biggest mistake: relying on super 10:07 – DIY vs advisor: what you’re missing 13:14 – Mistakes advisors make (yes, really) 16:44 – Case study: 36-year-old with kids and a mortgage 27:12 – Super vs outside super: how to pay smarter ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/12/2026

Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now. Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts. In this episode: 00:00 War, Markets & Big Stories 04:05 Bill Ackman’s Music Industry Bet 05:51 Wild Wall St Analyst Spy Mission 12:26 Community question: How to talk to parents about Super 19:06 Buy or Sell Is Returning 21:10 Buy or Sell: DroneShield 22:27 Buy or Sell: Guzman y Gomez 23:27 Buy or Sell: NextDC 24:39 Buy or Sell: Liberty Media 26:07 Buy or Sell: Dealer's Choice Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/9/2026

Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats. In this episode: 00:00 – Why the best investments can be hiding in plain sight 01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com 04:08 – Magellan’s philosophy: quality, concentration and valuation discipline 07:18 – Why big, well-known stocks still get mispriced 10:57 – Finding an edge when everyone has the same information 17:01 – Portfolio balance, volatility and stock selection 18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies 38:14 – Apple, investing resources and Ryan’s advice for young investors ETFs & Stocks mentioned: Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/8/2026

While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio. In this episode: 00:00 Market Shake-up: Housing, War & Super Changes 02:13 Auction Clearance Rates Plunge: What’s Driving It? 04:08 Will Australian Property Fall in 2026? 04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk 07:01 Australia's Fuel Supply Warning 07:45 E-Bike Demand Surge 08:36 AustralianSuper Portfolio Changes Explained 11:35 X Marks the Stock Returns 12:40 Bill Ackman Sparks Fannie & Freddie Frenzy 16:35 The X Hype Stocks: Space, AI & Infrastructure Plays 23:49 Community Portfolio 'No Brainer' Pitch 25:31 Ash Pitches Alphabet 27:09 Why Alphabet Still Wins 28:15 Apple vs Google Debate 28:52 Community Portfolio Decision: Buy or Pass? ETFs & Stocks mentioned in this episode: CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/6/2026

If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid. In this episode: 0:00 What Tobias has changed his mind on 3:14 Growth investing biases and why valuation matters 9:04 Where the bull markets still exist in small caps 12:04 AI infrastructure boom: are we near peak CapEx? 18:03 Tobias’ investing process: finding quality small caps 25:25 Stock deep dive: Mueller Industries 36:06 Stock deep dive: NKT ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX) This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer here. ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/5/2026

A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio. In this episode: 00:00 Koala IPO Breakdown 02:57 SpaceX IPO Speculation 04:36 Eli Lilly Weight Loss Pill 06:17 Nike Stock Drops Hard 07:36 Anthropic Code Leak Shock 09:39 Iran Conflict Market Impact 10:33 Why You Stay Invested 13:21 Pimp My Portfolio with Owen Rask 13:52 John’s Portfolio Breakdown 16:53 Owen’s First Impressions 18:22 Concentration Risk Explained 20:28 Bond ETF Strategy 22:03 Portfolio Growth Focus 23:35 Gold & Defence Strategy 26:22 Geographic Diversification Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/2/2026

What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible. In this episode: 1:33 Operation Fish: Churchill moves Britain’s gold to Canada 7:34 Fort Knox: America’s gold vault and the conspiracy theories 15:21 Volvo EX90 16:05 The Atocha: the most valuable shipwreck ever recovered 24:50 The invention of money: from barter to banknotes 33:45 Voting on the safest money move of all time This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

4/1/2026

Markets had a rough March...In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 Monthly Portfolio Recap 00:50 Market Drop & Macro Context 02:15 Waymo Growth & Robo Taxis 04:36 Portfolio Tracking With Sharesight 05:36 Ren’s ETF Strategy & DCA 07:22 Bryce’s ETF Allocation Strategy 09:20 Ren’s Portfolio Performance 10:42 Bryce’s Portfolio Performance 15:05 Why Portfolio Construction Matters 16:11 Deploying Cash In A Downturn 17:50 Cutting Stocks Is Hard 19:51 Bryce’s Recent Stock Additions 23:59 Ren’s Borrow-To-Invest Strategy 29:50 Lessons From A Tough Month Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/30/2026

Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio. In this episode: 0:00 Why portfolio construction changes over time 1:18 What Peter has changed his mind on about investing 2:31 The three questions that shape every portfolio 6:05 What to do with your first $1,000 8:20 How to think about a $10,000 portfolio 10:29 What changes at $100,000 16:47 How to build a $1 million portfolio 33:08 Fees, temperament and the one rule that always matters ——— Want to get involved in the podcast? Record a voice note 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 handbook Or our free 4-step stock checklist ——— 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.

3/29/2026

Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore. In this episode: 0:00 Trump’s $1 billion offshore wind backflip 3:18 Meta and Google lawsuits heat up 6:25 Australia’s inflation print and diesel shortages 8:14 Iran tensions, oil prices and staying invested 11:29 Community Portfolio pitch: Spotify 20:14 Community Portfolio update vs DHHF 22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/26/2026

Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger. In this episode: 00:00 Why Asset Allocation Matters 02:28 Kerry Craig’s First Investment 04:07 What Retail Investors Get Wrong 08:38 What is a Model Portfolio? 15:00 The Case for Bonds 20:18 Strategic Asset Allocation Explained JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity. This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions. Calling all bulls, bears and party animals! The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival. Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment. Leave inspired, better informed, and ready to take the next step on your investing journey. Register your interest for early bird tickets at equitymates.com/finfest ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/25/2026

What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky. In this episode: 0:00 Meta abandons the metaverse after $80B 6:00 Oil shock, Iran tensions & market reactions 9:00 Why long-term investors shouldn’t panic 12:30 Aussie gas tax debate explained 16:40 Community stock pitch: Telix Pharmaceuticals 19:50 Portfolio update & performance check-in 20:30 Australian property market: what’s happening now Stocks & ETFs mentioned: Telix Pharmaceuticals (ASX:TLX), Caterpillar (NYSE:CAT), Global X AI Infrastructure ETF (NASDAQ:AIQ), Catapult Group International (ASX:CAT), Pro Medicus (ASX:PME), Betashares Diversified All Growth ETF (ASX:DHHF), Alphabet (NASDAQ:GOOGL) Calling all bulls, bears and party animals! The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival. Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment. Leave inspired, better informed, and ready to take the next step on your investing journey. Register your interest for early bird tickets at equitymates.com/finfest ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/23/2026

What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine. In this episode: 0:00 Dave Allen’s investing journey 4:30 Measuring geopolitical risk 9:30 What is quant (and “quantamental”) investing? 14:30 Why growth forecasts can destroy returns 17:30 Using AI to analyse earnings calls 28:30 The red flags system explained 42:00 Current shorts + best companies Stocks & ETFs mentioned in this episode: Plato Global Alpha Complex ETF (ASX: PGA1), Apple (NASDAQ: AAPL), Broadcom (NASDAQ: AVGO), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Walmart (NYSE :WMT), Boss Energy (ASX: BOE), Guzman y Gomez (ASX: GYG), Corporate Travel Management (ASX: CTD), Treasury Wine Estates (ASX: TWE), Domino’s Pizza Enterprises (ASX: DMP), DroneShield (ASX: DRO), BrainChip (ASX: BRN), Mineral Resources (ASX: MIN) Dave's Recommendations: When Genius Failed: The Rise and Fall of Long-Term Capital Management by Roger Lowenstein – the story of Long-Term Capital Management and how even the smartest investors can blow up with too much leverage Moneyball: The Art of Winning an Unfair Game by Michael Lewis – using data to remove emotion and make better decisions (the blueprint for systematic investing) 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/22/2026

Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it. In this episode: 0:00 Global markets update: rates & inflation 3:16 Why Australia is out of sync with the world 4:31 Oil surge and the obvious trade 7:08 SPIVA report: active vs passive 9:12 Best performing active ETFs in Australia 14:55 ETF deep dive: what’s inside the winners 15:39 Community question: should you use a trust? Stocks & ETFs mentioned in this episode: Betashares Crude Oil Index ETF (ASX: OOO), Shell (LON: SHEL), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX), Woodside Energy (ASX: WDS), Santos (ASX: STO), Dimensional Global Value Trust Active ETF (ASX: DGVA), Vanguard Global Value Equity Active ETF (ASX: VVLU), JPMorgan Chase (NYSE: JPM), Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL), Johnson & Johnson (NYSE: JNJ), Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.B), Cisco Systems (NASDAQ: CSCO), General Motors (NYSE: GM), Comcast (NASDAQ: CMCSA), Verizon (NYSE: VZ), Bristol-Myers Squibb (NYSE: BMY), Pfizer (NYSE: PFE), CVS Health (NYSE: CVS), Barclays (LON: BARC), AT&T (NYSE: T), HCA Healthcare (NYSE: HCA), EOG Resources (NYSE: EOG), Global X Ultra Short Nasdaq 100 Complex ETF (ASX: SNAS), Betashares US Strong Bear Complex ETF (ASX: BBUS), Betashares Global Banks ETF (ASX: BNKS) 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/19/2026

Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it. In this episode: 0:00 Why income investing is booming (even for younger investors) 6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond 12:45 ETF jargon decoded: dividend vs high yield vs options strategies 18:30 Royalties explained (and why they’re so powerful) 22:00 Leveraged credit ETFs and the role of gearing 26:20 Building an all-weather income portfolio 32:00 Final thoughts + investing advice Stocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL) Podcasts mentioned: Odd Lots If you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer. 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.

3/18/2026

In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio. 0:00 The Gen Z $6b boom 5:30 How to invest in the trend 7:20 Building a healthcare portfolio 8:40 Eli Lilly & GLP-1 dominance 10:30 ProMedicus & Intuitive Surgical 14:05 TransMedics & CSL breakdown 20:50 Community portfolio updates + Ashleigh's Caterpillar pitch Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI) ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.  Hosted on Acast. See acast.com/privacy for more information.

3/16/2026

Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest. In this episode: 0:00 Why cashflow is the foundation of every financial plan 4:45 The truth about what people think they save vs reality 11:40 The bucket system: a simple way to manage spending 18:20 Setting up accounts for couples and avoiding money arguments 24:25 Why improving cashflow can bring financial goals forward years 27:23 Tax optimisation: salary packaging, novated leases & common mistakes 36:43 Super, trusts and structuring your investments properly ——— 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 YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track 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.