Podcasts about equity mates

The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient.In this episode:00:00 Budget Investing Changes01:29 ETF Tax Case Studies04:04 Tax Winners and Losers07:26 Why Growth Still Wins11:35 Property vs Shares15:20 Negative Gearing Impact17:08 New Leverage Strategies19:33 Will Investors Leave Property?23:23 Dividend vs Growth Investing25:35 Retirement and FIRE Changes30:16 Final Investing TakeawaysStocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ)You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pFIf you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch.To check out LendUs head to https://www.lendus.com.au/equitymates———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

What's a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA's controversial new breaks to UFC's costly White House spectacle and Ice Cube's surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that's fallen hard from its highs. Is the market overreacting, or is the sell-off justified?In this episode:00:00 – FIFA's hydration breaks & the hidden ad revenue opportunity04:36 – The Knicks' success & Madison Square Garden's stock surge05:57 – UFC's expensive White House event & investor reaction07:37 – Ice Cube's Big3 basketball league heads for IPO09:42 – Mr Beat Up scorecard: reviewing previous picks11:34 – Hims & Hers Health & its rollercoaster journey16:22 – Applying the four-step stock checklist23:35 – Our Valuation verdictETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims & Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO)To check out LendUs head to https://www.lendus.com.au/equitymates———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering compelling income and portfolio protection.In this episode: 00:00 – What the bond market is telling investors04:31 – Why bond yields are rising around the world08:31 – Government debt, deficits and fiscal sustainability12:00 – Interest rate outlook: Australia and the US15:50 – Warren Buffett's warning on higher rates17:55 – AI euphoria vs bond market reality20:59 – PIMCO's base case for the economy23:48 – Why bonds are attractive again33:31 – How investors can access fixed income todayStocks & ETFs mentioned: PIMCO Short-Term Active Yield ETF (ASX: EARN), PIMCO Australian Bond Active ETF (ASX: PAUS), PIMCO Global Bond Active ETF (ASX: PGBF)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise your return.In this episode:00:00 – US-Iran peace deal confirmed02:12 – How markets reacted: oil, stocks & gold07:11 – Why long-term investors should ignore short-term panic08:13 – SpaceX becomes the largest IPO in history10:20 – IPOs explained: how they work and how they're priced14:57 – The hidden risks of buying hot IPOs21:42 – EOFY tax checklist for investors27:30 – Avoiding common tax-time mistakesETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE)Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/ Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Jess just made her first investing “mistake”. A purchase she made, regretted and then almost immediately sold. She thought starting investing was the hard part! It turns out that staying invested- despite what life or the market throws at you- is the hardest part.To avoid making the same mistake again, Jess wants to automate the investing process.To find out how, she sat down with Jess Brady, a former financial adviser turned money educator and author of Get Growing. They walk through how to set up systems and techniques to help you stay invested long term.Plus friend of the show and thrifty Aussie investor- Bree on a Budget pays Jess a visit! They chat through Bree's best frugal tips to keep the space in your budget to stay investing consistently.Chapters:00:00:00 Staying Invested Is The Real Challenge00:03:03 The Question Every Investment Needs00:07:12 Automate Investing And Avoid Mistakes00:11:44 Prepare For The Bear00:17:21 How Often Should You Check?00:20:38 When Life Changes The Plan00:27:38 Spending Habits That Build WealthLinks mentioned in this episode:

Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia's productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.In this episode:00:00 – Chris changes his view on Australian small caps03:24 – Iran, the Strait of Hormuz and why energy matters08:07 – Is Australia at the top of the rate cycle?09:24 – Why Chris disagrees with consensus on US rates13:54 – The real bubble is in bonds19:17 – Will AI create a productivity boom?24:07 – Positioning the portfolio for the AI race31:23 – Australia's gas tax and energy policy debate35:51 – Gold, central banks and sovereign reserves41:23 – The most overlooked investment themes43:47 – The best business Chris has ever seen: Tether45:33 – Why Claude is his investing tool of choice46:19 – Final investing advice: know your game ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US DollarFor Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adjusting a core ETF portfolio.In this episode:00:00 – Inflation returns as a global concern04:36 – Australian housing wobbles and bank shorts rise07:37 – The latest update in the Warren Buffett quest11:31 – Billboard & other ideas to get Buffett's attention17:19 - Mobilising the Equity Mates Community21:11 – Core vs satellite portfolios explained23:19 – DHHF vs building your own ETF portfolio26:16 – Portfolio weighting, CGT events and hedgingETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200)Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aoris' quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable advantages, strong cultures and long runways for growth.In this episode:00:00 – Why Aoris runs a concentrated portfolio02:22 – What “quality-first value investing” means07:52 – Red flags and Aoris' no-go zones09:29 – Compass Group: The world's largest contract caterer18:29 – Cintas: The boring compounder hiding in plain sight25:06 – The importance of defining what not to buy27:13 – Why Aoris avoids banks, mining, biotech and more35:19 – Why only 15 stocks and lessons for investorsThanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged).Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.In this episode:00:00 — The $400 billion AI market stress test01:31 — SpaceX IPO demand explodes05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital09:11 — Why IPO investors should slow down10:40 — South Korea's AI-fuelled bonus boom14:13 — Bryce reveals his stock thesis cards15:48 — Intuitive Surgical: thesis, risks and valuation23:15 — Community Portfolio update and Bitcoin review26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitchETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating!After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite.But she's never bought a stock before, let alone analysed a company. So where on earth should she begin?Who better to answer that then a professional investor who picks stocks for a living.Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like:How to start researching a company.Where to find the information you need.The Red & Green flags to look for.Plus - Jess meets a community member who'll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio.Chapters:00:00:00 How Do You Pick Stocks?00:02:10 What Stock Picking Really Means00:04:19 How Experts Find Ideas00:07:50 The Research Most Ignore00:10:05 Green Flags to Watch For00:12:58 Warning Signs To Watch For00:16:42 Great Business But Bad Buy?00:20:36 When is Enough Research?00:25:09 Mistakes Beginners Make00:27:49 Chad Warner's Investing Journey00:31:49 Inside Chad's Portfolio00:36:00 The Investing "Bug"00:38:38 Chad's Advice For BeginnersLinks mentioned in this episode:

Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup idea to global healthcare platform. He shares what it was really like in the deal room, the early lessons from Koala and digital marketing, how GLP-1 medications transformed the business, why Australia needs better startup infrastructure, and what founders can learn about risk, ambition and building at scale.In this episode:00:00 – The $1.6 billion exit and signing day chaos02:49 – Why Eucalyptus decided to sell10:31 – The origins of Eucalyptus and early startup lessons17:54 – Good businesses, bad businesses and portfolio thinking26:34 – Building telehealth amid industry criticism30:52 – How GLP-1s changed everything40:53 – AI, startups and the next technology wave47:50 – ESOPs, startup talent and the future of Australia's ecosystemETFs and Stocks mentioned: Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Amazon (NASDAQ: AMZN), Netflix (NASDAQ: NFLX), Atlassian (NASDAQ: TEAM), Woolworths Group (ASX: WOW)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks and themes attracting the most capital. From buying the dip in quality companies to piling into leveraged ETFs, gold, critical minerals and defence, this episode reveals how retail investors navigated a year defined by geopolitical tensions, inflation concerns and market swings. In this episode: 00:00 – What Betashares Direct data reveals about Australian investors01:09 – The most bought ETFs in 2026 so far03:04 – Top individual stocks and the rise of buying the dip06:08 – Auto-investing, market volatility and investor behaviour08:16 – Bulls vs bears: leveraged ETFs, gold and inverse funds12:01 – Critical minerals become the hottest thematic15:02 – Defence spending and geopolitical investing trends18:14 – Key lessons from retail investor behaviourETFs and Stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), BetaShares Nasdaq 100 ETF (ASX: NDQ), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Geared Australian Equities ETF (ASX: GEAR), CSL (ASX: CSL), Woodside Energy (ASX: WDS), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC), Pro Medicus (ASX: PME), Xero (ASX: XRO), Cochlear (ASX: COH), BetaShares Australian Equities Strong Bear ETF (ASX: BBOZ), BetaShares Energy Transition Metals ETF (ASX: XMET), Global X Copper Miners ETF (ASX: WIRE), BetaShares Global Uranium ETF (ASX: URNM), Lynas Rare Earths (ASX: LYC), BetaShares Global Defence ETF (ASX: ARMR)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.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Australia's property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT.In this episode:00:00 – Property investing after the budget08:41 – South Korea's AI-fuelled stock market frenzy12:49 – Community Question: Invest inside or outside super?14:42 – The tax advantages of superannuation16:25 – Flexibility, FIRE and accessing your money early19:00 – Contribution caps, balance limits and Div 29623:15 – Life-stage considerations when building wealth24:34 – Pimp My Portfolio with Owen Rask and community member MartyStocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT)How I Got Started Newsletter: https://getstartedinvesting.beehiiv.com/ Newsletter Sign Up: https://equitymates.com/join-our-newsletters/ ———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.

Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she's finally started a portfolio of well diversified index ETFs.But now she's wondering…what's next?Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online?So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time.Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess.Chapters:00:00:00 Intro00:02:22 What is portfolio construction?00:05:23 Core vs satellite explained00:07:36 What can go in a satellite00:10:01 Fitting a satellite into your DCA strategy00:14:43 Why we get bored of passive investing00:16:22 How much is too much satellite?00:19:27 Using bonuses for satellite buys00:21:53 Alex's story: building beyond the core00:25:00 Alex's three satellite bucketsLinks mentioned in this episode:

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise.In this episode: 00:00 — Why tax changes shouldn't derail good investing00:55 — Budget changes and the pressure on family trusts05:14 — Capital gains tax: overreaction or real risk?09:01 — How accumulators should think about structures15:31 — Has the case for investment property changed?17:22 — Property, leverage and negative gearing19:23 — Global equities, AI and portfolio positioning23:14 — Why Australian equities look less compelling25:01 — Private credit and understanding the risks28:14 — Infrastructure's role in portfolios32:49 — Charlie's key actions for investors this yearIf you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch.Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost.In this episode: 00:00 - May: The month of portfolio changes01:49 - News & markets driving these changes03:21 - Portfolio performance overviews05:53 - Bryce's thesis cards and portfolio sells12:00 - Ren trims down his individual stocks15:54 - Active managers vs index ETFs discussion21:29 - Bryce's full portfolio breakdown26:27 - Ren's full portfolio breakdownStocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS)Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/Resources Reference: Dr David Allen Interview on Equity Mates.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak's Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how investors can separate hype from real revenue, and why the best opportunities may still be early.In this episode:00:00 Cheaper to hire a human than to use AI? 01:51 What's changed since Anshu was last on 03:50 The third AI inflection point explained 06:26 Are we still early in the AI investment cycle? 08:05 The warning signs of an AI bubble 11:28 Why most investors get disruption wrong 16:36 How Loftus finds the best company in a trend 19:37 Humanoid robots: hype or reality? 24:56 Inside China's robotics ecosystem 26:11 Beijing Auto Show: the battery that changed his mind 27:52 Sodium-ion batteries and the next leg of EVs 32:01 So where does Tesla fit in now? 36:55 Knowing when to sell a disruptive stock39:08 Why Loftus has been in and out of NVIDIA 4 times 42:28 Anshu's best company ever, book pick and adviceETFs and Stocks mentioned: Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPJD), NVIDIA (NASDAQ: NVDA), Eli Lilly (NYSE: LLY), Datadog (NASDAQ: DDOG), Samsara (NYSE: IOT), Meta Platforms (NASDAQ: META), Tencent (HKEX: 0700), CATL (SZSE: 300750), BYD (HKEX: 1211), Tesla (NASDAQ: TSLA), WeRide (NASDAQ: WRD), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN)Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted MicrochipThis episode has been sponsored by Loftus Peak.Support from partners like Loftus Peak help us keep all our content free.If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio.In this episode:00:00 – The Enhanced Games fail to deliver superhuman results05:18 – Eli Lilly's new weight loss drug shocks the market10:49 – Where's Warren: Our Mission to Interview Warren Buffett15:03 – Calling Omaha to track down Buffett16:48 – Geoff Wilson gets us one step closer20:09 – The plan to contact Buffett's longtime assistant22:28 – Community Portfolio update: Are we beating the market?24:29 – Josh pitches ResMed for the Community PortfolioEnhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Today is the day Jess makes her very first investments!! Bryce and Ren are back to hear what she has decided to buy.She's spent weeks learning the ropes - working on her mindset, building a budget, setting goals, understanding ETF's…But hasn't actually put any money into the market. Until now.Chapters00:00:00 First Investment And Goals00:04:03 Cash Versus Super Strategy00:08:10 Emergency Buffer And ETF Mix00:11:31 Long Term Growth Projections00:13:45 Emerging Markets Discussion00:17:15 Live Trades And Investor MindsetLinks Mentioned in this episode:

The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn't be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares.If you'd like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/In this episode: 00:00 – Why the budget changes aren't a reason to panic 02:38 – Negative gearing explained and what changes after the budget 07:32 – Should investors rethink property, trusts and growth assets? 12:48 – Lump sum investing vs dollar cost averaging 15:17 – Property vs shares: where would Julie put $1 million? 20:43 – Is debt recycling actually worth it? 23:45 – Superannuation strategy, consolidation and fees 28:23 – Managing money as couples, property structuring and planning for kids ———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX's prospectus suggests Elon Musk's space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio.In this episode:00:00 Nvidia's AI boom keeps booming05:24 Google Glass is back?09:43 SpaceX files its prospectus16:45 X Marks the Stock21:08 SharonAI: the AI Infrastructure stock buzzing on X 28:15 Pimp My Portfolio with Luke Laretive30:17 Reviewing the core ETF portfolio33:19 Catapult, Qantas and stock picking disciplineStocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody's (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies globally.In this episode: 00:00 - Is AI Killing Software?03:04 - Introducing Claire Smith05:02 - SaaS Sell-Off: Public vs Private Markets07:41 - Building an AI Threat Matrix13:38 - AI Opportunities Inside Private Equity18:37 - Boring Businesses with Sticky Revenues25:26 - How Schroders Assesses Private Equity Managers34:06 - Adding Private Equity to a PortfolioETFs and stocks mentioned: Rio Tinto (ASX: RIO), Telstra (ASX: TLS), Commonwealth Bank (ASX: CBA), Foster's, Atlassian (NASDAQ: TEAM), monday.com (NASDAQ: MNDY), Microsoft (NASDAQ: MSFT), OpenAI, Meta (NASDAQ: META), Nvidia (NASDAQ: NVDA), Spotify (NYSE: SPOT).To deepen your understanding of investing in small to mid-cap semi-liquid private equity, visit Schroders Australia's private equity hub.Newsletter recommendation: https://pefox.com/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for your portfolio, how energy prices are driving global inflation fears, and why Trump only really fears the bond market. Then the boys' mortgage broker Chris Bates drops in to break down the Australian budget changes that could completely reshape property investing, rentvesting, and how Aussies build wealth.Looking for professional mortgage advice? https://equitymates.com/advice/In this episode: 00:00 Bond Market Panic Begins00:46 FinFest Announcement01:31 Inflation Fears Hit Markets05:10 Elon Musk vs OpenAI Comes to an End06:24 OpenAI & Anthropic IPO Race09:04 Big 4 Banks Are Pocketing Your Rate Rises11:40 Budget Changes Property Investing14:35 Why Rentvesting Is Dead15:50 Which Property Prices Could Fall18:49 New Wealth Strategy for Australians21:45 Why Shares Could Benefit23:14 What Investors Should Do Now23:59 Episode Wrap-UpStocks & ETFs mentioned: Microsoft (NASDAQ: MSFT), Tesla (NASDAQ: TSLA), Commonwealth Bank (ASX: CBA), ANZ Group (ASX: ANZ), NAB (ASX: NAB), Westpac (ASX: WBC)Australia's biggest investing festival is back.We're calling all bulls, bears and party animals to come trade ideas at Carriageworks on Saturday 24 October. 50+ sessions across 5 stages, food trucks, bars, a mechanical bull, and 2,500+ investors in one room. This is a finance event like no other.Early bird tickets are now on sale for only $40 - secure yours before they run out!FinFest is proudly brought to you by Betashares.equitymates.com/finfest———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Jess has downloaded countless investing apps. You name the broker and she's probably set up an account. But there's a catch- she's never actually used any of them.She sets up the account, gets overwhelmed and doesn't open it again. To start investing- that has to change.It's time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs.Rather than just talk the checklist in theory, she wanted to run a real platform through it.BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit's down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time.There is not one “right” platform, it's about ensuring you pick one that works for you. You can use this checklist to compare any broker you're looking at.Chapters00:00 Intro02:06 What is a brokerage platform?05:41 What can I actually invest in?06:54 What are the fees?09:38 How is my money held? CHESS vs custodial12:53 How does tax reporting work?15:06 Anything else to consider when choosing a platform?16:52 How do I actually make my first investment?19:41 Can I automate recurring investments?21:07 How to sell an ETF21:28 What else a beginner should know23:55 Trends Matt sees with beginner investorsLinks Mentioned in this episode:

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 and portfolio manager at Minotaur Capital, to unpack how her team uses AI across idea generation, research, financial modelling, thesis validation and risk management.From spotting structural change across thousands of articles to testing whether SaaS stocks are facing an AI reckoning, we take a practical look at where AI is genuinely useful, where humans still have the edge, and how everyday investors can start using it without switching their brain off.In this episode: 00:00 AI and the future of stock picking01:18 Armina's first investment04:05 How AI improves a fundamental investing process10:06 Can AI run a portfolio?13:11 Where AI beats humans and where it fails16:08 Managing hallucinations and AI risk22:50 AI, SaaS and the changing market landscape32:31 Stocks on the radar: Leapmotor and Cover CorpStocks and ETFs mentioned: Whitehaven Coal (ASX: WHC), UBS (NYSE: UBS), Axon Enterprise (NASDAQ: AXON), Block (NYSE: SQ), Tesla (NASDAQ: TSLA), Miniso (NYSE: MNSO), Pop Mart (HKEX: 9992), WiseTech Global (ASX: WTC), Bumble (NASDAQ: BMBL), Twilio (NYSE: TWLO), Bandwidth (NASDAQ: BAND), Five9 (NASDAQ: FIVN), Atlassian (NASDAQ: TEAM), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), Prismian (BIT: PRY), NextEra Energy (NYSE: NEE), monday.com (NASDAQ: MNDY), DocuSign (NASDAQ: DOCU), Xero (ASX: XRO), Leapmotor (HKEX: 9863), Dahua Technology (SZSE: 002236), Hikvision (SZSE: 002415), Stellantis (NYSE: STLA), BYD (HKEX: 1211), Cover Corporation (TYO: 5253), Anycolor (TYO: 5032), JPMorgan Chase (NYSE: JPM), UniCredit (BIT: UCG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL's brutal fall from grace, and whether TransMedics' organ transplant technology can justify the risk after its share price has been cut by two-thirds.In this episode:00:00 — Intro & Welcome Mr Beat Up01:31 — Budget Fallout Hits Banks & Housing Stocks03:14 — BHP Overtakes CBA as Australia's Biggest Company06:06 — CSL Falls Out Of The ASX Top 1009:38 — New Fed Chair & Rising US Inflation11:51 — Mr Beat Up: TransMedics15:05 — Why TransMedics Is Beaten Down?18:31 — The Bull Case: 4-Step Stock Checklist21:39 — How Big is the Moat?25:21 — Can it Reinvest it's Profits Productively?27:05 — Is TMDX an Affordable Stock?29:06 — The Final VerdictStocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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.Bryce and Ren are joined by Betashares investment strategist Hugh Lam to unpack falling launch costs, satellite internet, data-as-a-service, defence, tourism, SpaceX hype and why ETFs may offer a diversified way to access the theme.In this episode: 00:00 — The US$630 billion space economy01:32 — Betashares launches Australia's first space ETF02:19 — Hugh Lam's first investment04:02 — How to think about the space economy05:32 — Falling launch costs and satellite demand08:00 — Data-as-a-service, Starlink and real-world use cases16:37 — Blind ranking blue-sky space businesses24:39 — Why ETFs may suit emerging themes like spaceETFs and stocks mentioned: Betashares Space Industry ETF (ASX: RCKT), A2 Milk (ASX: A2M), SpaceX, Starlink, Planet Labs, Rocket Lab (NASDAQ: RKLB), Blue Origin, Impulse Space, Varda Space, Telstra (ASX: TLS), Qantas (ASX: QAN), Qatar Airways, Nearmap, TSMC (NYSE: TSM), Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Google (NASDAQ: GOOGL), ASML (NASDAQ: ASML)Learn more at https://www.betashares.com.au/learn/space-etf/. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.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.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing.In this episode: 00:00 The Budget Winners and Losers01:49 Negative Gearing and Capital Gains Tax Changes Explained07:41 What the Budget Means for Investors and Startups15:48 Community Portfolio Update: Beating the Benchmark?17:32 Investment Committee: Should Catapult be Sold?25:30 Reece Pitches Bitcoin for the Portfolio31:17 Community Question: Gearing and Leverage 10140:20 Geared ETFs, Risk and the Efficient FrontierETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:What ETFs actually are and how they work.How to choose ETFs (including fees, allocation, holdings- explained).The biggest mistakes beginners make with ETFs and how to avoid them.Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.Chapters:00:00 Why ETFs Feel So Confusing00:03:00 The Easiest Way To Understand ETFs00:06:30 Cut Through Thousands Of Options00:10:30 Build A Portfolio That Hits Your Goal00:15:30 The Cost Mistake To Avoid Early00:19:30 What A Real Beginner Actually DidLinks Mentioned in this episode:

Whether it's an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right calls.Bryce and Alec are joined by Dylan Pargiter-Green from Bold Wealth to unpack the emotional, practical and tax considerations that come with sudden wealth, and why the best move might be taking a breath before doing anything.If you'd like to speak to Dylan or anyone on our advice network head to https://equitymates.com/advice/In this episode: 00:00 — Why windfalls matter for investors03:25 — Inheritances, separation, bonuses and other windfalls05:58 — Why talking about sudden wealth is so hard08:13 — Splurging, squirrelling and the biggest windfall mistakes11:42 — The first smart moves after money lands16:58 — Tax, wills and why equal assets aren't always equal19:49 — Family conversations and inheritance planning22:52 — SKI: spending the kids' inheritance25:35 — Income streams, gifting early and aged care planning27:50 — Final takeaways: start the conversation early———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a new ASX stock pitch. Plus, Riley brings the data on dollar cost averaging in Australia and proves that even God, with perfect market timing, still loses to simply getting invested and staying invested.In this episode: 00:00 - Intro & FinFest Save the Date01:27 - News and Markets: Apple Takes On CBA05:22 - AMD Results Causes AI Boom08:39 - Iran Moves Oil & Markets09:50 - Community Portfolio Update14:41 - Matt Pitches PWR Holdings20:43 - Why God Can't Beat Dollar Cost AveragingETFs and Stocks mentioned: Apple (NASDAQ: AAPL), Commonwealth Bank (ASX: CBA), Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), Nvidia (NASDAQ: NVDA), Arm (NASDAQ: ARM), Qualcomm (NASDAQ: QCOM), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Global X Artificial Intelligence Infrastructure ETF, Link Minerals, PlaySide Studios (ASX: PLY), Spotify (NYSE: SPOT), Catapult (ASX: CAT), PWR Holdings (ASX: PWH), BAE Systems (LSE: BA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail.Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria's range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymatesIn this episode: 00:00 — Tariffs, inflation and commercial property01:16 — What's changed since Jason's last visit02:29 — How rates and inflation flow through property05:32 — What investors should watch right now09:01 — Time in the market for commercial property12:25 — Buying when others are fearful15:53 — Industrial, logistics and data centres26:53 — How investors can think about listed vs unlisted propertyStocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia's rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.In this episode: 00:00 — The fastest market rebound ever03:59 — Iran conflict, oil and market implications05:49 — RBA lifts rates back to 4.35%07:34 — Budget watch: housing, tax and spending cuts13:08 — Earnings season and big tech's huge numbers15:18 — Alphabet smashes expectations19:14 — Berkshire Hathaway's record cash pile22:10 — Eli Lilly Earnings Results24:21 — Shares vs property: the long-term numbersStocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)Links to resources mentioned: Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/Shane Oliver's (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Now that Jess has set her financial goals, how should she put her money to work so she can meet them?She knows she wants to invest, should she be saving too? What about superannuation?Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.Chapters: 00:00 What Would You Do With Extra Income00:43 Setting Goals That Actually Work03:11 Splitting $3k Wisely10:26 Investing For Long Term Wealth13:33 Why Super Is More Powerful Than You Think22:45 Turning Advice Into A Clear Plan26:37 How Real People Use Their MoneyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia's biggest problems aren't unsolvable, they're just not being tackled long-term.We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.Chapters:00:00 – Introducing David Pocock: from Wallabies captain to parliament03:04 – Quickfire: Pocock's backstory, activism, and personal values07:29 – What gives Pocock hope in Australian politics?09:24 – The problem with short-term decision making in government11:08 – Money, lobbying, and incentives in politics20:57 – Gas tax: why Australians aren't getting paid for their resources30:04 – Housing crisis: supply vs tax reform and structural issues38:36 – Gambling ads and the failure of partial bans45:31 – AI, jobs, and why Australia isn't prepared51:08 – Where political pressure is actually working———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Bryce and Alec are back with their May portfolio update, looking back on April's performance across their core ETFs, satellite stocks, income sleeve, crypto and active managers. It's a strong month on paper, but the real story is underneath the surface: Spotify's sharp post-earnings drop, TSMC's monster quarter, and Alec's growing conviction that infrastructure could play a bigger role in an income-focused portfolio.Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesIn this episode: 00:00 – Welcome back: April portfolio review and what's on the agenda01:26 – Bryce's portfolio: core ETFs, satellite positions and active managers07:28 – Alec's portfolio: DCA, income sleeve and infrastructure ideas17:32 – Reporting season begins: why US earnings matter for their portfolios17:52 – TSMC deep dive: AI demand, margins and valuation22:58 – Spotify earnings recap: strong numbers, weak market reaction25:26 – Four-step stock checklist: is Spotify still a hold?34:06 – What's next: upcoming earnings, thesis reviews and portfolio decisionsStocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 borrowers use it, or where the risks sit.In this episode, Bryce and Alec sit down with Balmain's Henry Holm to unpack the private credit boom in Australia, why banks have stepped back, how non-bank lenders create value, and what investors should look for before backing a manager.If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visit balmain.com.au/equitymates.In this episode:00:00 — Why private credit is having a moment01:24 — Henry Holm's first investment lesson02:25 — Why private credit exists03:32 — How the Australian market has changed since the GFC08:45 — A real-world private credit deal in Sydney12:28 — Bank competition, underwriting risk, and red flags17:30 — US private credit stress vs Australia's market22:59 — How to assess a private credit manager26:56 — Red flags investors should watch for28:06 — Best deal & best company you've ever discovered29:47 — Investing resources and reading list30:49 — Advice for young investors———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 Sam Altman courtroom battle matters far beyond tech gossip, and whether Mr Beat Up's 65% "catalyst" stock is a buying opportunity or a fair reflection of deeper structural risks.In this episode:00:00 Welcome & Special Co-Host01:06 Big Tech Tax Loopholes04:25 Musk vs Altman Goes to Court07:25 Strong US Earnings Q1 Results11:05 Mr Beat Up is Back12:11 Stock Breakdown13:42 Why the Stock Is Down 65%18:04 Four-Step Stock Checklist Analysis24:53 FIFA World Cup Catalyst27:26 Final Investment VerdictStocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT)*This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7.Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.This recording was the first time the two had met and Glen takes Jess through the same process as any new client.But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.Chapters: 00:00 Jess Faces First Advice Session05:15 Listener Andrew Shares His Turnaround10:25 Glen Maps Jess Money Goals16:25 Super, Insurance And Big Decisions22:17 Planning For An Unknown Future28:26 Dream Life By The WaterJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

From switching brokerage platforms to gearing, kids' investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he's positioning portfolios in a volatile market, where he's seeing opportunity, and the practical decisions that matter most for long-term investors.In this episode: 00:00 Listener Mailbag Intro01:13 Market Volatility & Staying Calm02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources06:54 Moving Holdings Between Brokerage Platforms09:51 ETF Strategy for Older Investors13:01 Investing for Kids & Tax Considerations15:18 Rebalancing Portfolio to Geared Products17:31 Micro-Investing vs ETF Costs19:30 US Stocks Tax Implications20:24 Why Infrastructure in Portfolios is a MUST22:35 Super Catch Up Contributions Explained24:52 Investing in Property During Interest Rate Hikes25:49 CGT Discount Drop Discussion & Property Outlook27:29 When to Sell an Investment Property30:14 Final Question: Pay Down Mortgage or Invest?ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 sit down with ECP's Jared Pohl to unpack what's really changed, what hasn't, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger.Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at https://ecpam.com.In this episode: 00:00 The software sell-off and big question for investors00:47 Jared Paul joins: owning losses and market reality02:09 Has anything fundamentally changed for growth investors?03:37 How deep the software sell-off really is05:14 Why software isn't the real moat08:11 Which software companies are actually at risk13:43 Valuations reset: opportunity or warning sign?18:21 The bull case: AI-driven productivity and future upside22:37 Real productivity gains vs AI washing25:34 Quick fire: Top ASX tech stocks (At risk or not?)32:26 Basically a value manage now - position sizing in the chaos34:31 The final three: best business, best resource, best adviceETFs and stocks mentioned: WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 and Alec unpack what Cook leaves behind, whether Apple's AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.In this episode: 00:00 Intro & Episode Overview01:54 GLP-1 Drugs Surprise Benefit05:04 Tim Cook steps down as Apple CEO10:57 Why Brad Jacobs and QXO have investors paying attention15:52 Bryce's Portfolio Strategy Update18:22 Community Q&A: GHHF, DHHF and geared ETF exposure20:42 Community Q&A: Debt Recycling vs Borrowing to Invest24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying29:31 Final Thoughts & Wrap UpOur Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBefStocks & ETFs mentioned:Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Before investing a single cent, you need to get your cashflow sorted.So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible.To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser.Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it.By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too!Chapters: 00:00 Do This Before You Invest02:02 The Financial House Framework04:48 Why Systems Beat Good Intentions09:42 Fixing Jess' Money Flow12:23 The Budget That Changed Everything16:01 Setting Up Money Buckets20:12 Real Example of Chaos to Control23:05 How Systems Kill Money AnxietyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereCheck out the Glen James Spending Plan hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate, and a practical look at how Bryce is trying to bring more structure to his stock picking. It's a sharp reminder that markets can get irrational fast and that having a repeatable investment process matters when the noise gets loud.In this episode:00:00 - Allbirds' ditches shoes for AI07:47 - Why LIV Golf may be running out of runway14:39 - Bryce's new investment process18:40 - Using the four step stock checklist20:43 - DCFs, fair value and testing assumptions23:35 - Cooling-off periods and writing theses27:23 - Running the current portfolio through the framework31:12 - Why being directionally right matters more than perfect modelsETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA)DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis. ———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. Hosted on Acast. See acast.com/privacy for more information.

Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper?In this episode: 00:00 – The $25K portfolio challenge explained00:39 – Meet the competitors (and one strategic absence?)03:11 – Market update: rallies, war, and oil shocks08:16 – Bryce's portfolio: down 5.5% and betting on a rebound13:59 – Cam's portfolio: uranium pain, long-term conviction20:15 – Ally's portfolio: biggest losses and tech pivot24:53 – Ren takes the lead (just) and shifts strategy29:24 – Final portfolios locked for the next quarterStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX)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.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young.In this episode:00:00 Episode Preview & Intro01:46 Iran War Market Impact04:44 Aston Martin Crisis Explained08:10 Luxury Brands: Winners vs Losers09:10 Community Portfolio09:42 Portfolio Performance Update11:59 Josh's Investing Story & Pitch13:28 EV ETF Pitch (DRIV)13:56 EV Demand Data16:21 Risks of the EV Boom18:29 Pimp My Portfolio with Luke Laretive19:13 Lachie's Portfolio Breakdown21:02 Luke's First Impressions22:01 Infratil (IFT) Deep Dive24:24 Other Stock Picks Critiqued26:15 ETF Fees and Overlap Discussed27:20 Final Thoughts & Wrap UpStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Jess wants start investing. She's tried to start before but every time- she freezes, chickens out, or puts it off entirely.So what's actually holding her back?Jess sits down with Money Coach Karen Eley to unpack the psychology behind her hesitation. They explore how early money experiences, beliefs, and behaviours can shape the way we think about investing - often without us even realising it.Plus, Jess chats with Equity Mates community member Rebecca, who shares her journey from financial avoidance to building consistent investing habits. Proof that change is possible, no matter where you're starting from.By the end of the episode, Jess will understand what's holding her back and walk away with practical strategies to finally take that first step.Chapters: 00:00 The Real Reason You Feel Stuck05:54 You Are Not Too Late To Start09:54 Knowing Isn't Enough To Act13:54 Hidden Beliefs Driving Money Habits22:15 Why Saving And Investing Feels Scary29:11 Build Self Trust And Break The CycleJoin our community of beginner investors; Sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereGet in touch with Karen or take her money type quiz here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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 protection, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn.If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/In this episode:00:00 – Why protecting wealth matters00:40 – Meet insurance specialist Phil Thompson02:37 – Real-life claim: tragedy, and why insurance matters06:50 – The biggest mistake: relying on super10:07 – DIY vs advisor: what you're missing13:14 – Mistakes advisors make (yes, really)16:44 – Case study: 36-year-old with kids and a mortgage27:12 – Super vs outside super: how to pay smarter———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

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 into Bill Ackman's audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts.In this episode:00:00 War, Markets & Big Stories04:05 Bill Ackman's Music Industry Bet05:51 Wild Wall St Analyst Spy Mission12:26 Community question: How to talk to parents about Super19:06 Buy or Sell Is Returning21:10 Buy or Sell: DroneShield22:27 Buy or Sell: Guzman y Gomez23:27 Buy or Sell: NextDC24:39 Buy or Sell: Liberty Media26:07 Buy or Sell: Dealer's ChoiceStocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Our colleague Jess has been keeping a secret. During a 10 year career in the finance industry, she had never told a soul- until now.Jess has never invested.She wanted to start, she knew how to start (even listened to our 12 Steps to Get Started three times.)But she has not started.So why not start now and document the journey?Over the course of the next 12 episodes, Jess will start investing- in real time. Each week, she'll speak to an expert who will walk her through the steps, answer her questions and help her take action to get invested. Plus she'll chat to Equity Mates community members about their investing journey, getting real-world advice from all walks of life.If you've been delaying investing or have someone in your life who wants to- this is the sign to start and go on the journey with her.Chapters: 00:00:00 Why Jess Said Yes To This Series00:03:04 A Finance Career Without Investing00:07:21 The Lifestyle Shift Boosting Her Savings00:10:21 The Moment She Backed Out00:13:09 What It Will Take To Start Investing———Join our community of beginner investors; Sign up to the Get Started Investing newsletter hereWant to share your investing story? Submit here or DM us on InstagramWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.