Equity Mates Investing Podcast
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Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EV...
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in th...
After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to f...
Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space compa...
Why private equity investors aren’t panicking about AI
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 equi...
Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matte...
How AI improves the investing process with Arms Rosenberg
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 an...
CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
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 a...
The $1.8 Trillion Space Opportunity with Hugh Lam
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...
The budget hits all investors, how you can leverage into shares & is Bitcoin back?
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....
Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make th...
Apple’s battle with CBA, why even God can’t beat DCA & a community stock pick
Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio...
What’s Hot, What’s Not in Commercial Property with Jason Huljich
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 i...
The fastest market recovery ever, 3 companies we both own & why stocks beat property
Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying...
A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsol...
Our Monthly Portfolio Update - April 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,...
The How’s and Why’s of Private Credit with Henry Holm
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 bo...
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
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 S...
Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate...
Which Aussie software stocks are ready to rebound with Jared Pohl
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 s...
End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
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...
Property is expensive but not out of reach: Rentvesting case study
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 $95,0...
Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering r...
4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge...
Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive
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...
Ask an Adviser: Why earlier is better for life insurance with Phil Thompson
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 prot...
Wall Street’s secret agent, talking super with your parents & Buy or Sell is back
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...
Finding opportunities in well-known names with Ryan Joyce
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...
Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch
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, w...
“There’s always a bull market somewhere in small caps” - Tobias Bucks
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 Equ...
Koala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask
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 E...
The Safest Money Moves Ever Made (They hid $350 billion of gold)
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...
Our Monthly Portfolio Update - March 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...
From $1,000 to $1 million: Investing for every life stage with Peter Nevill
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 fro...
A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
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 Mat...
Is your portfolio actually built for the long run? | Kerry Craig
Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocat...
Our gas tax proposal, a biotech stock pitch & the latest on property prices
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 Data Signals That Predict Winning (and Losing) Stocks with Dr. David Allen
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. D...
Why Australia is raising rates, the top 2 active ETFs & the pros and cons of trusts
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 driv...
Think beyond dividends: Income options for all investors with Tom Wickenden
Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investo...