Equity Mates Investing Podcast
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Equity Mates Investing Podcast
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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1104 episodi
Ask an Adviser: Why building wealth starts with cash flow - Alex Luck
Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what...
We're panic buying & the most bullish Mr Beat Up yet
Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat U...
What an AI-Powered Future Could Look Like with Alex Pollak
Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode...
McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell
McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a list...
War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity
AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.
Todd Hoare from LGT We...
Don’t panic sell, an Aussie minerals community stock pick & Emerging markets 101
There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up...
4 steps to find winning software stocks with Ben Arnold
What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?
Ben Arnold...
The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavil...
Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green
Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free de...
Our Monthly Portfolio Update - February 2026
Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allo...
What SpaceX shows us about private markets with Adam Myers
SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works,...
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps
From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets to...
How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina
The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and i...
Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
Space isn’t science fiction anymore, it’s an $880 billion industry today.
From satellites and GPS to defence, telecoms and the coming SpaceX IPO...
Investing for kids: turn pocket money into a portfolio
When it comes to investing for kids, the biggest advantage they have is time.
But what is the best way to set it up?
We answer the flood o...
Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask
Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into t...
Ask an Adviser: Rentvesting, Super, and Why 'Good' Money Habits Can Turn Toxic with Gemma Mitchell
Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and...
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained
The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Com...
Private credit is booming, here’s what investors need to know
Private credit has nearly tripled in 10 years but most investors still don’t really know what it is or why it exists. In this episode, we sit down wit...
Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished
Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash exp...
Inflation, AI, Trump & Gold with Economist David Bassanese
Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and...
From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive
Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Lar...
4 investors, $100,000... who will win? | Portfolio Challenge
Four portfolios. One year to prove who can actually beat the market.
In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashare...
Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse
Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) bu...
Ask an Adviser: Make work optional with passive income - Matt Ingram
Everyone wants passive income but when should it actually be the goal, and what really works once you get there?
Bryce and Ren sit down with the...
New portfolios, same investing journey | Monthly Portfolio Update
Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and...
Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.
Da...
Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram
Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actuall...
Why 2026 is the Year of Resources - Luke Laretive
Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resource...
Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?
We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. P...
14 Bold Predictions with Andrew Brown
Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the ta...
Bryce sells everything, European defence stocks surge & managing your Super
In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plu...
We're back: 4 big investing themes & our Stocks of the Year
Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual...
Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth
As 2026 kicks off with big headlines (AI bubble? trade wars? geopolitics?), Alex Thompson from Viola Private Wealth joins Ren to zoom out and discuss...
Essentials: Our investing playbook
We’re back with Essentials, breaking down how we actually invest.
In this episode, Bryce and Ren explain their core & satellite approach, why lo...
Essentials: The fundamentals of good investing
We’re continuing our 2026 Essentials series with the seven rules of great long-term investing: the principles Bryce and Ren come back to every year, n...
Essentials: Why we invest (& you should too)
We’re kicking off the new year sharing the essentials for kickstarting investing in 2026. In the next four episodes Bryce and Ren go back to basics an...
Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth
In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how profession...
Best of the Best: We're definitely in a bubble (and that’s okay) - Alister Coleman | Folklore Ventures
In this episode Alister Coleman, managing partner at Folklore Ventures, joins us to unpack how an early-stage VC identifies standout founders, world-c...
Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil
Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.
Arden e...