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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

31:36

Our Monthly Portfolio Update - March 2026

Equity Mates Investing Podcast ·

2026/04/01

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/equitymatesIn this episode: 00:00 Monthly Portfolio Recap00:50 Market Drop & Macro Context02:15 Waymo Growth & Robo Taxis04:36 Portfolio Tracking With

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36:16

From $1,000 to $1 million: Investing for every life...

Equity Mates Investing Podcast ·

2026/03/30

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 time1:18 What Peter has changed his mind on about investing2:31 The three questions that shape every portfolio6:05 What to do with your first $1,0008:20 How to think about a $10,000 portfolio10:29 What changes at $100,00016:47 How to

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32:34

A billion dollar backflip, Big Tech in the Community...

Equity Mates Investing Podcast ·

2026/03/29

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 backflip3:18 Meta and Google lawsuits heat up6:25 Australia’s inflation print and diesel shortages8:14 Iran tensions, oil prices and staying invested11:29 Community Portfolio pitch: Spotify20:14 Community Portfolio

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39:15

Is your portfolio actually built for the long run? |...

Equity Mates Investing Podcast ·

2026/03/26

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 Matters02:28 Kerry Craig’s First Investment04:07 What Retail Investors Get Wrong08:38 What is a Model Portfolio?15:00 The Case for

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33:31

Our gas tax proposal, a biotech stock pitch & the...

Equity Mates Investing Podcast ·

2026/03/25

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 $80B6:00 Oil shock, Iran tensions & market reactions9:00 Why long-term investors shouldn’t panic12:30 Aussie gas tax debate explained16:40 Community stock pitch: Telix Pharmaceuticals19:50

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48:56

The Data Signals That Predict Winning (and Losing)...

Equity Mates Investing Podcast ·

2026/03/23

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 journey4:30 Measuring geopolitical

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27:40

Why Australia is raising rates, the top 2 active ETFs...

Equity Mates Investing Podcast ·

2026/03/22

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 & inflation3:16 Why Australia is out of sync with the world4:31 Oil surge and the obvious trade7:08 SPIVA report: active vs passive9:12 Best performing active

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36:04

Think beyond dividends: Income options for all...

Equity Mates Investing Podcast ·

2026/03/19

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 & beyond12:45 ETF jargon decoded: dividend vs high yield vs options

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34:28

Bryce’s top 5 healthcare picks, 2 quality additions...

Equity Mates Investing Podcast ·

2026/03/18

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 boom5:30 How to invest in the trend7:20 Building a healthcare portfolio8:40 Eli Lilly & GLP-1 dominance10:30 ProMedicus & Intuitive Surgical14:05 TransMedics & CSL breakdown20:50 Community portfolio updates + Ashleigh's Caterpillar pitchStocks & ETFs mentioned in this episode: Eli

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43:37

Ask an Adviser: Why building wealth starts with cash...

Equity Mates Investing Podcast ·

2026/03/16

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 plan4:45 The truth about what people think they save vs reality11:40 The bucket system: a simple way to manage spending18:20 Setting up accounts for couples and avoiding money

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29:53

We're panic buying & the most bullish Mr Beat Up yet

Equity Mates Investing Podcast ·

2026/03/15

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?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

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40:09

What an AI-Powered Future Could Look Like with Alex...

Equity Mates Investing Podcast ·

2026/03/12

Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.If you want to learn more about Loftus

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28:16

McDonald's has lost its crown, why boring stocks are...

Equity Mates Investing Podcast ·

2026/03/11

McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.PLUS: 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

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54:10

War in Iran, AI Disruption & the Software Selloff:...

Equity Mates Investing Podcast ·

2026/03/09

AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.In this episode:00:00 What Australia can learn from New York, Hong Kong and global markets5:08 Iran, geopolitics and whether portfolios should

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38:16

Don’t panic sell, an Aussie minerals community stock...

Equity Mates Investing Podcast ·

2026/03/08

There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.In this episode: 00:00 Iran, markets and why you shouldn’t panic sell6:14 Australian GDP: when good news is bad news7:59 Tim Wilson’s BBOZ disaster10:47

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42:44

4 steps to find winning software stocks with Ben Arnold

Equity Mates Investing Podcast ·

2026/03/05

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.In this episode:00:00:00 Investing Beyond The Mag Seven00:03:34 AI Spending: Boom Or Bubble?00:10:01 Why This Isn’t Another Dotcom00:19:32 Finding Opportunities At

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33:27

The eBay harassment scandal, RAMageddon explained &...

Equity Mates Investing Podcast ·

2026/03/04

A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.In this episode: 00:00 eBay stalking scandal: what happened07:14 eBay fallout: pleas, severance, board governance09:23 RAMageddon: what DRAM is and why AI is driving shortage14:18 Winners: DRAM stocks ripping17:28 Phones + broader electronics inflation pressures20:49 Pimp My Portfolio: Maddison + Matt

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43:25

Ask an Adviser: Debt Recycling - Everything you need...

Equity Mates Investing Podcast ·

2026/03/02

Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.In this episode:00:00 – King of the Case Study turns calculator builder02:41 – Debt Recycling Explained (30 Seconds or Less)05:25 – Is Debt Recycling More Risky?11:10 – Who Is Debt Recycling Actually For?14:04 – Worked Example: Plugging Numbers Into the Calculator26:15 –

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39:26

Our Monthly Portfolio Update - February 2026

Equity Mates Investing Podcast ·

2026/03/01

Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.In this episode:0:00 Monthly portfolio check-in format + what’s changing1:50 Sharesight setup + why we track this way2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly11:09 Bryce performance: best/worst

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29:23

What SpaceX shows us about private markets with Adam...

Equity Mates Investing Podcast ·

2026/02/26

SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.In this episode:0:00 SpaceX, IPO rumours & why private markets matter2:10 The economics of space6:01 Why companies are staying private longer10:51 Private equity 101:

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