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 Losers 01:49 Negative Gearing and Capital Gains Tax...
May 13, 2026•47 min
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 thi...
May 11, 2026•30 min
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 Date 01:27 - News and Markets: Apple Takes On CBA 05:22 - AMD Results Causes AI Boom 0...
May 10, 2026•29 min
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/equitymates In ...
May 07, 2026•32 min
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 ever 03:59 — Iran ...
May 06, 2026•30 min
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 parliament 03:04 – Quickfire: Pocock’s backstory, activism, and ...
May 04, 2026•58 min
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 Share...
May 03, 2026•36 min
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 Inves...
Apr 30, 2026•32 min
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-Host 01:06 Big Tech Tax Loopholes 04:25 Musk vs Altman Goes to Court 07:25 Strong US Earnings Q1 Results 11:05 Mr Beat Up is...
Apr 29, 2026•31 min
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 ...
Apr 27, 2026•34 min
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://ecp...
Apr 23, 2026•38 min
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 manager...
Apr 22, 2026•32 min
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 AI 07:47 - Why LIV Golf may be running out of runway 14:39 - ...
Apr 19, 2026•34 min
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 explained 00:39 – Meet the competitors (and one strategic absence?) 03:11 – Market update: rallies, war, and oil shocks 08:16 – Bryce’s portfolio: dow...
Apr 16, 2026•31 min
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 & Intro 01:46 Iran War Market Impact 04:44 Aston Martin Crisis Explained 08:10 Luxury Brands: Winners vs Losers 09:10 Community Portfolio 09:42 Por...
Apr 15, 2026•29 min
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 th...
Apr 13, 2026•36 min
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...
Apr 12, 2026•29 min
Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats. In this episode: 00:00 – Why the best investments can be hiding in plain sight 01:37 – Ryan Joyce’s first investing lessons: Orsenko and reale...
Apr 09, 2026•42 min
While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio. In this episode: 00:00 Market Shake-up: Housing, War & Super Changes 02:13 Auction Clearance Rates Plunge: What’s Driving It? 04:08 Will Australian Property Fall i...
Apr 08, 2026•31 min
If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid. In this episode: 0:00 What Tobias has changed his mind on 3:14 Growth investing biases and why valuation matters 9:04 Where the bull markets still exist in small caps 12:04 AI infrastructur...
Apr 06, 2026•49 min
A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio. In this episode: 00:00 Koala IPO Breakdown 02:57 SpaceX IPO Speculation 04:36 Eli Lilly Weight Loss Pill 06:17 Nike Stock Drops Hard 07:36 Anthropic Code Leak Shock 09:39 ...
Apr 05, 2026•29 min
What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible. In this episode: 1:33 Operation Fish: Churchill moves Britain’s gold to Canada 7:34 Fort Knox: America’s gold vault and the conspiracy theories 15:21 Volvo EX90 16:05 The Atocha: the most valuable shi...
Apr 02, 2026•36 min
Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work. Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates In this episode: 00:00 Monthly Portfolio Recap 00:50 Market Drop & Macro Context 02:15 Waymo Growth & Robo Taxis 04:36 Portfolio Tracking With Sh...
Apr 01, 2026•32 min
Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio. In this episode: 0:00 Why portfolio construction changes over time 1:18 What Peter has changed his mind on about investing 2:31 The three questions that shape every portfolio 6:05 What to do with your first $1,000 8:20 How to think about a $10,000 portfolio 10:29 What changes at $100,000 ...
Mar 30, 2026•36 min
Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore. In this episode: 0:00 Trump’s $1 billion offshore wind backflip 3:18 Meta and Google lawsuits heat up 6:25 Australia’s inflation print and diesel shortages 8:14 Iran tensions, oil prices and staying invested 11:29 Community Portfolio pitch: Spotify 20:14 Communit...
Mar 29, 2026•33 min
Bryce and Ren sit down with Kerry Craig , Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger. In this episode: 00:00 Why Asset Allocation Matters 02:28 Kerry Craig’s First Investment 04:07 What Retail Investors Get Wrong 08:38 What is a Model Portfolio? 15:00 The C...
Mar 26, 2026•39 min
What happens when one of the world’s biggest companies burns $80 billion chasing the future… and gets it wrong? Today we unpack the metaverse retreat, the real impact of rising oil tensions, and why smart investors keep buying even when markets feel shaky. In this episode: 0:00 Meta abandons the metaverse after $80B 6:00 Oil shock, Iran tensions & market reactions 9:00 Why long-term investors shouldn’t panic 12:30 Aussie gas tax debate explained 16:40 Community stock pitch: Telix Pharmaceuti...
Mar 25, 2026•34 min
What if you could spot the warning signs of a stock before it collapses? This week, we sit down with one of Australia’s leading quant investors, Dr. David Allen (Head of Long/Short Strategies at Plato Investment Management) to unpack the system behind 150 red flags and why just eight of them can signal serious trouble. From short selling to AI-driven investing, this episode is a masterclass in thinking like a machine. In this episode: 0:00 Dave Allen’s investing journey 4:30 Measuring geopolitic...
Mar 23, 2026•49 min
Rates are climbing, oil is ripping, and once again the data shows most fund managers can’t beat the market. In this episode, we break down what’s driving global markets, uncover the top-performing active ETFs in Australia, and answer Andrew's question on whether trusts are actually worth it. In this episode: 0:00 Global markets update: rates & inflation 3:16 Why Australia is out of sync with the world 4:31 Oil surge and the obvious trade 7:08 SPIVA report: active vs passive 9:12 Best perform...
Mar 22, 2026•28 min
Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it. In this episode: 0:00 Why income investing is booming (even for younger investors) 6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond 12:45 ETF jargon decoded: dividend vs high yield vs options st...
Mar 19, 2026•36 min
