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 business podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Equity Mates Investing Podcast, a business show with 1,000 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Equity Mates Investing Podcast

  How your financial plan changes as life changes with Matt Ingram

  Aug 17, 202636 minS11

  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 Leave 17:56 The True Cost of Childcare 23:01 Public vs Private School 26:13 Funding Private School Fees 29:41 Are Investment Bonds Worth It? 32:03 Closing the Superannuation Gap 34:04 Plan Ahead for Life Changes If you would like to speak to Matt or any of his team head to equitymates.com/advice and we will put you in touch. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

  ListenShow Notes
• 

  Equity Mates Investing Podcast

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

  Aug 16, 202633 minS11

  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 12:51 How do you actually find great stock ideas? 18:01 Using AI to research and stress-test investments 23:17 Putting Ren’s portfolio through Claude 26:39 Is the Hims & Hers thesis broken? 29:05 Pro Medicus, valuation and knowing AI’s limits Stocks & ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims & Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), Spotify (NYSE: SPOT), Mastercard (NYSE: MA) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

  ListenShow Notes
• 

  Equity Mates Investing Podcast

  4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge

  Aug 13, 202616 minS11

  We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading. In this episode: 00:00 Who’s winning the portfolio challenge? 02:03 A volatile few months for markets 02:37 Cam’s trades and the cost of overtrading 04:46 Ren doubles down on tech 08:09 Ally goes all-in on momentum 11:03 Bryce’s no-trade strategy pays off 13:52 Can anyone beat DHHF? 14:31 The final stretch of the challenge Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Deep Yellow (ASX: DYL), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Lynas Rare Earths (ASX: LYC), Betashares Emerging Markets Equity ETF (ASX: BEMG), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Global Energy Companies ETF (ASX: FUEL), Pilbara Minerals (ASX: PLS), Life360 (ASX: 360), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares S&P/ASX Australian Technology ETF (ASX: DRGN), Telix Pharmaceuticals (ASX: TLX), 4DMedical (ASX: 4DX), NEXTDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Altria Group (NYSE: MO), Plato Global Alpha Fund, Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), BHP Group (ASX: BHP), Betashares Energy Transition Metals ETF (ASX: WIRE), Betashares Japan ETF Currency Hedged (ASX: HJPN) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. T&Cs available here: https://www.betashares.com.au/campaigns/2026-q3-equity-mates ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

  ListenShow Notes
• 

  Equity Mates Investing Podcast

  3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry

  Aug 12, 202636 minS11

  Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC? 00:00 Markets are hitting record highs 03:58 Australian reporting season: numbers that caught our eye 05:30 Nick Scali, ResMed and REA Group 14:04 Does the day you dollar cost average actually matter? 18:16 How often should you dollar cost average? 22:21 How will the CGT changes affect investors? 28:44 Michael Burry’s latest bets against AI 31:18 Why calling crashes is easier than making money Stocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC) Grab your FinFest tickets today: https://www.finfest.live/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

  ListenShow Notes
• 

  Equity Mates Investing Podcast

  AI investors are getting nervous. Should they be?

  Aug 10, 202647 minS11

  Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners. In this episode: 00:00 Is the AI Boom Sustainable? 03:52 Big Tech’s Trillion-Dollar AI Bet 06:58 AI Revenue Is Surging 09:17 Who’s Funding the AI Boom? 12:19 The World Needs More Compute 15:55 Why AI Stocks Swing Wildly 20:01 Can AI Earnings Last? 24:37 China’s AI Threat 29:36 AI’s Battle for Your Ecosystem 33:10 Did Apple Miss AI? 37:40 Best Ways to Invest 42:35 Protecting Against an AI Bust ETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR). ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.