How your financial plan changes as life changes with Matt Ingram

More from Equity Mates Investing Podcast

1. 

   S11 · 23 Aug 2026 · 29 min

   Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?

   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?…

2. 

   S11 · 20 Aug 2026 · 43 min

   Not all income is created equal with Helen Mason | Schroders

   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…

3. 

   S11 · 19 Aug 2026 · 41 min

   Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio

   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…

4. 

   S11 · 16 Aug 2026 · 33 min

   Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed

   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…

5. 

   S11 · 8 Oct 2026 · 46 minNew

   The Asian Opportunities Investors Are Missing with Cameron Robertson

   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…

6. 

   S11 · 7 Oct 2026

   Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus

   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…

7. 

   S11 · 5 Oct 2026

   Steve Johnson: What the market is missing about the AI boom

   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…

8. 

   S11 · 4 Oct 2026 · 33 min

   Our Monthly Portfolio Update - September 2026

   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…

9. 

   S11 · 1 Oct 2026

   The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst

   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…

10. 

    S11 · 30 Sep 2026 · 38 min

    RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio

    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…

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