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.
Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities. In this episode: 00:00 Why…
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers? In this episode: 00:00 Live From Central Park: Property, AI & IPOs 04:06 Australian Property…
AI may be transformational, but does that make AI stocks good investments? Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth. Chapters: 01:48 Steve Johnson on AI 04:28 AI Investing and Bubble Risk 10:33 What Could End the AI Trade 12:35 Forager’s Costly Mistakes 17:12 Software and Small Cap Opportunities 30:06 Motorcycle Holdings and Australia 38:15 Shares Versus Property 41:30 Credit and Australian House Prices 45:05 Advice…
Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling. In this episode: 00:00 What happened in markets this month 03:20 How global markets performed this month 04:25 Bryce’s Portfolio Performance 06:58 Ren’s…
AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics. In this episode: 00:00 Why infrastructure is entering a structural growth era 02:34 What actually counts as infrastructure? 08:24 The…
The RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise before turning to SpaceX’s Starship breakthrough & Google’s plans for AI data centres in space. Then Henry Jennings from Marcus Today joins Pimp My Portfolio to help simplify a growth-heavy portfolio, before the Equity Mates community portfolio gets its latest health check. In this episode: 00:00 RBA rates hit a 15-year high 06:50 SpaceX Starship reaches orbit 09:17 Google’s plan for AI data centres in space 11:27 Pimp My Portfolio…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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?…
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…
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…
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…
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…
About 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.
Equity Mates Investing Podcast is a English business podcast from Equity Mates Media. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
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