Equity Mates Investing Podcast - podcast cover

Equity Mates Investing Podcast

Equity Mates Mediaequitymates.com
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.

Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Google's loss turns into a win, Super is now double the size of Australia's economy & X-marks the stock

When is a loss actually a win? That is a question Alphabet executives are probably pondering after they escaped any serious punishment after losing an antitrust case in US Federal Court. We unpack what it means (and why Alphabet's shares were up 9% last week). That's not all we cover in another big episode of Equity Mates: Are we watching the most important geopolitical story of our time play out? (and no, we're not talking about America under Trump) Super September continues as we encourage all...

Sep 07, 202531 min

Good news for Aussie investors, why you need to invest globally & Super September continues

Australian investors are having a good month: the ASX 200 hit all-time highs and were entering the largest month of buybacks in Australian history. We unpack what you need to know in todays episode. That’s not all we cover in another big episode of Equity Mates: Age verification for social media is one step closer Gold is nearing all time highs Super September continues Some new data shows why you need to invest globally —------ Want to get involved in the podcast? Record a voice note or send us...

Sep 03, 202529 min

The bull market for Australian small caps - Claude Walker

Australian small caps have had a great run lately. Today we're speaking to an expert investor to figure out how we can make the most of it. We are joined by Claude Walker, the founder of A Rich Life . Today we unpack: Claude's 3-step criteria for winning stocks His experience finding a 100-bagger stock (Pro Medicus) Why Australian small caps are running right now What company is the largest in his portfolio right now Check out Claude's new YouTube channel ASX Small Cap Wrap —------ Want to get i...

Sep 01, 202549 min

Super September is here, highlights from reporting season & Pimp my Portfolio with Matt Ingram

Too many Australians do not engage with their Super. For the month of September, we're working hard to change that. We are back with this year's Super September. That's not all we cover in another big episode of Equity Mates: All the wrap up from reporting season in Australia and the US Elon Musk's challenging Microsoft Matt Ingram joins for the latest Pimp my Portfolio Super September is back to get Australians engaged with their Superannuation —------ Thanks to Vanguard Super for supporting Su...

Aug 31, 202534 min

The personal finance habits that changed our lives | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. In the final episode of this Real Talk series we dive deep into our personal financial habits. While its not always the sexiest topic getting your personal finance right and maximising your cash flow is the most impac...

Aug 27, 202518 min

Money advice that shaped us… and some that nearly ruined us | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. Over the Equity Mates journey we've interviewed over 500 expert investors, ASX-listed CEOs and financial advisers. We've heard plenty of advice. A lot of it great, some of it terrible. In today's episode we unpack the...

Aug 24, 202517 min

How we took Equity Mates from side-hustle to sale | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. In this episode we're sharing the inside story of Equity Mates. From recording on a balcony with one microphone between us to partnering up with Betashares its been an amazing 8 years. Today, we share the inside story...

Aug 20, 202537 min

What's in our portfolios today: ETFs, Bitcoin and big bets | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. In this episode we're revealing what's in our personal portfolios. We unpack: Our core portfolios of ETFs Active managers and individual stocks that make up our satellite portfolios How these portfolios have performed...

Aug 17, 202526 min

The best financial moves to make in each decade of your life | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. In this episode we're unpacking how you can take control of your money at any age. From your 20's to your 60's, there's plenty you can do. If you feel you're too early and don't have enough to get started - think agai...

Aug 13, 202526 min

From losing it all to 10-bagging: How we got started investing | Real Talk

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series. In this first episode we're discussing how we got started. From losing all of our money to hitting on our first 10-bagger we share how we got started (and how we would get started if we were starting today). —------ T...

Aug 10, 202530 min

Expert: Zac Midalia - What we can learn from the private equity playbook

Private equity has enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it. To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group . Links: Our interview with Mark Carnegie — Want to get involved in the podcast? Record a voice note or send us a message And come...

Aug 07, 202549 min

Big names report big gains, Pimp my Portfolio & what experts are buying and selling

As earnings season continues in the US, we've seen some big companies reported some bumper results, including Amazon, Apple, Reddit, Nintendo, and Roblox. We cover them all. We're also looking at: The Australian that turned down a $1.5 billion job offer Luke Laretive is back for another Pimp my Portfolio What stocks experts are buying and selling —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook D...

Aug 06, 202535 min

Ask An Adviser: How to max your deposit and boost your borrowing capacity - Chris Bates | Alcove

Want more buying power in today’s property market? Our mortgage broker Chris Bates, Co-founder of Alcove , joins us to share strategies for boosting your deposit, and what you can borrow. We also cover: Clearing debt and improving your financial profile Smart ways to grow your deposit If you'd like to chat to Chris, simply complete this form. —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discu...

Aug 04, 202545 min

The good, bad & ugly of earnings season, Mr Beat-Up's biggest stock yet & Bryce tees off on LICs

From big tech smashing expectations, to Novo Nordisk wiping $70 billion in a single day, and the car industry being slammed with billions in tariffs, we’re unpacking it all. We also cover: Mr Beat-ups latest stock. Has the market overreacted to this $300 billion meltdown? Are LICs still worth it vs ETFs? —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . —------ Want more Equity ...

Aug 03, 202531 min

The DNA of a great growth stock - Jared Pohl | ECP Asset Management

What makes a great growth company? Jared Pohl from ECP Asset Management joins us to break down the key traits he looks for, how he manages conviction, and why selling is just as important as buying. In this episode: What separates a good business from a great one. How to manage conviction and position size. Knowing when to sell, even the companies you love. —------ Thanks to ECP Asset Management for supporting Equity Mates. You can find out more about ECP's funds and LIC (ASX: ECP) at https://ec...

Jul 31, 202542 min

Australia threatened with higher tariffs, Pimp my Portfolio & your portfolio construction questions, answered

Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs. We unpack it all on today's episode of Equity Mates. We also cover: Loveable - the world's fastest growing company Unhelpful Desk returns Pimp my Portfolio with Adam Dawes —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . —------ Want more Equity ...

Jul 30, 202532 min

Ask an Adviser: The family money conversation you can't avoid - Dylan Pargiter-Green

In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it. In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations. Download Dylan's case studies: Debt recycling Transition to Retirement School fees Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our ...

Jul 28, 202544 min

The Chinese EV boom, Pimp my Portfolio & X marks the stock: what's buzzing right now

10 years ago, none of Australia’s car imports came from China. Today it is 17%. By 2035, it is estimated to be 43%. Tune in as we unpack the Chinese EV boom. That's not all we cover in another big episode: Matt Ingram is back to review a community member's portfolio in Pimp my Portfolio We review the hottest stocks on Twitter (X) in a new segment: X-Marks the Stock Have a question you want us to answer? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcas...

Jul 27, 202543 min

Earnings season beats records, 2 stocks we're loving & don't try to time the market

Earnings season is off to a strong start, Aussie miners are bouncing back, and we each bring a stock that's on our watch list. Plus, we unpack a community question: should you tweak your investing strategy if a recession is coming or stick to dollar-cost averaging? Have a question you want us to answer? Record a voice note or send us a message ——— 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 ...

Jul 23, 202538 min

Ally Selby on bad stocks, cowboy fundies & why she wishes she bought ETFs

For long-time consumers of Australian financial content, you are likely familiar with today's guest. Ally Selby is a financial journalist who has previously worked for LiveWire, Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News. Today, Ally is Head of Marketing & Distribution at Minotaur Capital . Between us, we've done over a thousand interviews with expert investors. So in today's episode we share what we've learned. Have a question you want us to answer? Record a...

Jul 21, 202527 min

Card fees to go, Pimp my Portfolio & BlackRock lost $52 billion in one go

Dive into the latest financial market trends as hosts discuss the Reserve Bank of Australia's proposed ban on card surcharges and its impact on consumers. The episode also provides quick updates on escalating global trade tariffs and big tech's desperate pursuit of energy for AI data centers. A comprehensive recap of US Q2 earnings season reveals surprising resilience in the financial sector, and an expert dissects a listener's investment portfolio, offering insights on smart beta ETFs, thematic investments, and individual stock holdings like lithium and rare earths.

Jul 20, 202536 min

Buffett’s big mistake, Bryce’s 10-bagger quest & your portfolio construction questions, answered.

Warren Buffett's may be history's greatest investor, but that doesn't mean he gets everything right. Tune in to hear about one of his biggest mistakes of the past decade. That's not all we cover in another big episode: Bitcoin crosses $120k USD - where to from here? More of the same for Aussie housing Bryce's $500-to-$5k quest continues The Unhelpful Desk returns Have a question you want us to answer? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podcasts...

Jul 16, 202539 min

Ask An Adviser: The Biggest Financial Decision You'll Make - Glen Hare

The biggest financial decision you'll ever make is who you spend the rest of your life with. Today we're joined by Glen Hare, financial adviser and cofounder of Fox & Hare, to unpack everything money and love. If you've ever wondered when is the right time to merge accounts, how couples can optimise tax, financial red flags or anything else about managing money as a couple - well rest assured, at Fox & Hare, Glen has seen it all. In this episode he shares everything we need to know and g...

Jul 14, 202543 min

Nvidia steals the show, Pimp my Portfolio & when will SpaceX IPO?

Nvidia has topped $4 trillion and isn't showing signs of slowing, Matt Ingram returns for Pimp my Portfolio & we unpack SpaceX's record valuation. Have a question you want us to answer? Record a voice note or send us a message —------ Interested in trying Good Day Multivitamins? Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we...

Jul 13, 202541 min

Optimise your tax using these 4 investment structures | Sharesight

Tax planning is a 12-month process. That's a key lesson we've learned speaking to financial advisers over the past few years. So in today's episode, we speak to Peter Nevill, financial adviser at Viola Private Wealth, to understand how he works with clients to achieve the most effective tax outcomes. Turns out scrambling to get your tax sorted in the final days of the financial year isn't optimal. Who would've thought? —------ Thank you to Sharesight for sponsoring this episode and helping us ke...

Jul 10, 202522 min

RBA’s shock decision, Caledonia’s two new investments & knowing when to sell

Markets were pricing in a 96% change of a rate cut and then the RBA decided to hold. We unpack the fallout from the surprising rate decision. That's not all we discuss in another big episode: After a 90-day pause, the trade war is back Caledonia's 2 new investments: Cameco Corporation (NYSE: CCJ) and Royalty Pharma (NASDAQ: RPRX) Knowing when to hold and when to sell Have a question you want us to answer? Record a voice note or send us a message —------ Want more Equity Mates? Across books, podc...

Jul 09, 202530 min

Our EOFY Tax Checklist | Sharesight

We've reached the end of financial year and everyone's minds turn to tax. In this episode we've summarised our 7-step EOFY checklist. We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients. —------ Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free. Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates —------ Wan...

Jul 07, 202527 min

Crunch time for trade deals, Pimp my Portfolio & a new China-focused ETF

Tune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN) Have a question you want us to answer? Record a voice note or send us a message —------ Interested in trying Good Day Multivitamins? Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we...

Jul 06, 202533 min

We have a big announcement

One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you. —------ Want to get involved in the podcast? Rec...

Jul 03, 202516 min

All-time highs, DroneShield flies & Mailbag: HECS, FIRE or YOLO & Best small cap buys

Today we're clearing out the mailbag. We answer your questions on HECS debt, best core portfolios, finding balance in investing & so much more. Have a question you want us to answer? Record a voice note or send us a message —------ Interested in trying Good Day Multivitamins? Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve...

Jun 29, 202541 min
For the best experience, listen in Metacast app for iOS or Android