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PODCAST

Equity Mates Investing Podcast

Equity Mates Media

Bryce and Alec bring you Australia"s best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.

business investing

All Episodes

53:18

Best of the Best: We're definitely in a bubble (and...

Equity Mates Investing Podcast ·

2025/12/14

In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-class products and long-run opportunities (even when it’s just “two people and a laptop.”)In this episode:• What Ansarada taught Folklore about sticky products and misunderstood markets• How Auror became one of NZ’s quiet breakout successes in retail loss prevention• Why frontier tech like Hullbot and Kry10 show Australia’s edge• The coming AI bubble…

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40:57

Best of the Best: Ignore the noise & find great...

Equity Mates Investing Podcast ·

2025/12/10

Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.Arden explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!). In this episode:Why small caps are back and where Arden sees the best opportunitiesSpotting upgrades and avoiding blow-upsAnd how he’s thinking about themes like AI, mining services and Life360 for

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49:32

Best of the Best: Riding the waves of distruption -...

Equity Mates Investing Podcast ·

2025/12/07

We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.In this episode:How Loftus Peak finds long-term structural trends (and filters out short-term hype)Which trends are still early in their disruption lifecycleThe process edge:

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40:55

Best of the Best: AI Hype, China Risk & Australia's...

Equity Mates Investing Podcast ·

2025/12/03

We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.In this episode: • Why return-on-capital and aligned management teams drive Paradice’s stock picking • How Julia builds conviction: expert calls, field research and evidence over hype • The

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39:20

Best of the Best: Good investing starts with a great...

Equity Mates Investing Podcast ·

2025/11/30

We're kicking off Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell, founder and senior portfolio manager at Ophir Asset Management.Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record.In this episode:• How Ophir builds conviction: customers, suppliers, ex-staff and on-the-ground

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52:11

Andrew Brown reviews his 2025 bold predictions

Equity Mates Investing Podcast ·

2025/11/27

Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.We cover: • US equities, bond yields and why the macro calls went sideways • AI euphoria vs reality (who made money and who didn’t • Chinese tech’s big comeback vs booze stocks’ continued hangover • Small caps,

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23:13

2025 Wrapped: Best ideas, insights & investments from...

Equity Mates Investing Podcast ·

2025/11/26

2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio.In this episode we cover: • The biggest market moments of 2025 • How the ASX, S&P 500, Europe, Japan and China really performed • The standout winners • The surprising underperformers Then Simon jumps into the hot seat for his annual Mr Beat Up review,

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46:52

Housing, shopping, gambling: How they get you - Chris...

Equity Mates Investing Podcast ·

2025/11/24

Are you being ripped off…without even realising it?We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quietly extract more from your wallet… and what you can do to push back.Also in this episode:The marketing tactics Chris says are “quite simply f***ed” (hello,

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31:42

Nvidia's wild swings & 11 experts pitched their best...

Equity Mates Investing Podcast ·

2025/11/23

Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened.Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!From entertainment giant's TKO Group and

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44:51

Signals for 2026: What Matters, What Doesn’t - Seb...

Equity Mates Investing Podcast ·

2025/11/20

Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.Also in this episode:Is the AI boom a bubble?Gold’s wild runEmerging market trends to watchStrap in for a rapid global tour through what matters (and

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39:13

Bitcoin is down bad, Ren’s portfolio shake-up & Pimp...

Equity Mates Investing Podcast ·

2025/11/19

Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US:obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?That’s not all in this episode:Ren rebuilds hiscore portfolioWe compare two ex-US ETFs that look similar but are wildly different under the hoodAndMatt Ingram helps Josh refine his stock-heavy

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38:17

Ask an Adviser: What’s your exit strategy? Retiring...

Equity Mates Investing Podcast ·

2025/11/17

Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.Financial adviser Dylan Pargiter-Green returns with three case studies:the FIRE retiree aiming to quit at 40the “early mark” retiree planning to stop work in their 50sand the classic retiree looking to finish in their 60sWe unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions,

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29:01

Warren Buffett's swan song, we're changing our core...

Equity Mates Investing Podcast ·

2025/11/16

Warren Buffett has penned his final shareholder letter.From Berkshire’s 60-year compounding machine to the handover to Greg Abel, we break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project (“the Pilbara Killer”) has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?That’s not all in another big episode of Equity Mates:Simon reveals why leverage is reshaping his entire core portfolioWe walk

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35:23

The case for and against an AI bubble - Alan Pullen |...

Equity Mates Investing Podcast ·

2025/11/13

Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?We cover:Whether today’s market is a bubble or justified by fundamentalsHow Magellan is positioning for the AI revolutionWhy Alan still backs companies like Microsoft, TSMC

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32:24

50-year mortgages are a bad idea, how to check for...

Equity Mates Investing Podcast ·

2025/11/12

Fifty-year mortgages are being pushed by President Trump in the US.Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset

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32:36

Buy or Sell: Ally Selby with Arms Rosenberg

Equity Mates Investing Podcast ·

2025/11/10

AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.They cover: • Why Poland’s CD Projekt could be gaming’s next major success story • Practical tips for using AI to supercharge your own investing • Europe’s role in the energy

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36:13

Australia's fastest growing company, 3 stocks we're...

Equity Mates Investing Podcast ·

2025/11/09

One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.Also in this episode:·📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech·💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy·👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and

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36:47

The $20 billion commercial property investor - Jason...

Equity Mates Investing Podcast ·

2025/11/06

Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it.So today we wanted to pick his brain and understand the state of the commercial property industry.We cover:Why office buildings are backHow to achieve steady, consistent returns

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40:01

All roads lead to Google, Mr. Beat-Up reviews...

Equity Mates Investing Podcast ·

2025/11/05

In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track.And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company.———Want to get involved in the podcast? Record avoice noteorsend us a messageAnd come and join the conversation in the Equity

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45:10

Labubu, AI infrastructure & renewable energy: Why...

Equity Mates Investing Podcast ·

2025/11/03

It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference, where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ———Want to get

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1,067 results

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