Today's guest thinks we need to rethink our views on China. For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head of Strategic Sales & Solutions at Fidelity Australia. We cover: The key changes in China we need to be aware of The valuation gap between Chinese...
Oct 30, 2025•31 min
Once again, everything is hitting all-time highs. We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world. An important reminder to invest globally. That’s not all in another big episode of Equity Mates: We review "the scariest chart in the world" (spoiler: its not as scary as many would have you think) Matt Ingram is back to review a community member's portfolio We answer a community...
Oct 29, 2025•37 min
Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives. That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management. Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for: The young accumulator The pre-retiree The inheritance receiver If you'd like to chat to Ma...
Oct 27, 2025•43 min
Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Last week was no different. As Tesla reported its Q3 numbers, Elon Musk took time to rant about "corporate terrorists", shareholders were given more information on Musk's proposed $1 trillion pay package and the company ...
Oct 26, 2025•38 min
Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN). We cover: - “enhanced cash” and how it compares to term deposits. - What the RBA’s stance means for income seekers. - How a fixed income ETF fits in a diversified portfolio. All benchmark performance data referenced relates to the period up...
Oct 23, 2025•23 min
Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong. In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both. We cover: - Our 5 principles of long-term investing - Pimp my portfolio featuring brave submissions from the crowd - Sam Gordon explains how to Rent-vest your way to a PPR - Live Q&A —------ Want to get involved in the podcast? Record a voice note or send us a message And ...
Oct 22, 2025•55 min
Buy or Sell is back with a new host! Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling. This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes. They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (HKEX: 0700), Capital One Financial (NYSE: COF). And more... —--- Want to get involved in the podcast? Record a voice note or send us a message And come...
Oct 20, 2025•30 min
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio. That’s not all: Is luxury powerhouse LVMH at the beginning of a bounce back? Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it. A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small caps...
Oct 19, 2025•36 min
This expert doesn't just talk disruption, he invests in it. And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list. We cover: The sauce behind Loftus Peak’s long-term outperformance His thoughts on US tech dominance and China’s comeback How investors can position for the next wave of global growth This ...
Oct 16, 2025•41 min
For the first time in Equity Mates history…Bryce is flying solo. He goes down the rabbit hole on humanoid robots. How close are we to living alongside them really ? Could this be the next trillion-dollar investing frontier? Bryce investigates. That’s not all. Also in this episode: Major updates to the proposed superannuation tax changes. Cyber truck sales plunged- what does it mean for Tesla? Community question on Lump Sum vs DCA for $25K — Want to get involved in the podcast? Record a voice not...
Oct 15, 2025•23 min
Are Aussie investors stuck worshipping the banks and miners? Luke Laretive thinks so. We sat down with him to unpack it. He calls out the “Boomer pandering” he believes is baked into the ASX and argues why clinging to old favourites could cost you. In this chat we cover: Why Australia’s dividend obsession could be holding investors back The new sectors Luke believes will lead the next market cycle How to spot when a company’s story no longer matches its growth —------ Want to get involved in the...
Oct 13, 2025•38 min
We’re in “the season of all time highs”, as Bryce is calling it. From gold and bitcoin, to Australian property and even global government debt; we unpack what's driving the surges. That’s not all, we cover: The wild rise of prediction markets A community question on structuring your core portfolio Luke Laretive returns for a fiery Pimp My Portfolio and shares his unfiltered take on CFDs and shorting stocks. —------ Want to get involved in the podcast? Record a voice note or send us a message And...
Oct 12, 2025•28 min
Australians love using leverage for property, but what about in a share portfolio? In this episode we compare popular ASX-listed global ETFs; BGBL, DHHF and explain how the new Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF (ASX: GGBL), lets investors add a little extra “spice” to their portfolios. We cover: The differences between each of these global ETF Two community questions about how geared ETFs work and where to use them. When (and for whom) a geared ETF like GGBL...
Oct 09, 2025•29 min
We are three months into the new financial year and we've seen a wide range of performance in different markets. Today we unpack which markets are up and which markets are down. Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect. That's not all we talk about in another big episode of Equity Mates: Warren Buffett may be 95 and retiring at the end of the year, but he's not done yet We unpack why J...
Oct 08, 2025•35 min
Insurance: Often considered not important, until that moment when it becomes the most important thing. So today on the podcast we wanted to unpack how we can all get our insurance right, ensure we've got the right level of cover and unpack different ways to pay for it (inside of Super v outside). To do it, we're joined by Phil Thompson, financial adviser and founder of Skye Wealth. Phil and his team at Skye specialise in life insurances (i.e. not health insurance or car insurance) and have helpe...
Oct 06, 2025•37 min
Could we be living through an AI stock market bubble? Or is the market hitting all-time highs back by fundamentals? Those are the questions we seek to answer at the start of today's episode of Equity Mates. Tune in as we work though the data and get to our conclusion that this is not a bubble (not yet at least). That's not all we talk about in another big episode: Adam Dawes is back to review a community member's portfolio in the latest Pimp my Portfolio We answer a question on 'knowing when to ...
Oct 05, 2025•31 min
Think fixed income and bonds aren't for you? Today's fund manager wants you to think again. Today we speak to Adam Bowe, executive vice president and head of Australia portfolio management at PIMCO. PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs. In our conversation we cover: Why more Australian investors are thinking about f...
Oct 02, 2025•39 min
One in five Sydney homes sold last year without ever being listed on REA or Domain. We dig into what it could mean for the property portals. Plus EA’s record takeover, Bryce’s case that banks aren’t boring and we finish off Super September with a round up of all your superannuation questions answered. We cover: EA’s $55b take-private and what it says about private vs public markets. SMSF vs member-direct, rolling over funds, and high growth index super options. Why global banks (and a fast-growi...
Oct 01, 2025•37 min
Buy or Sell is back! One of our favourite episode formats is back in your podcast feeds, with a brand new host. Tune in as Ally Selby, marketing and distribution lead at Minotaur Capital , unpacks what stocks expert investors are buying and selling. Today, Ally is joined by Jess Farr-Jones, Portfolio Manager at Regal Funds Management . Listen to hear where Jess is seeing opportunities in markets today. —------ Want to get involved in the podcast? Record a voice note or send us a message And come...
Sep 29, 2025•37 min
Across most countries, education is one of the largest industries and one of the most difficult to change. Google's latest product release may give us an insight into a huge, AI-powered change coming to a classroom near you. That's not all we talk about in another big episode of Equity Mates: Australia's latest inflation numbers and what it means for interest rates We close Super September with our complete, 9-step Superannuation checklist Bryce's $500-to-$5k effort continues with a surprising u...
Sep 28, 2025•34 min
Look for companies with a "positive growth gap". That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders. Using plenty of real stock examples, we unpack Frank's process to understand: What he means by 'positive growth gaps' How he identifies moments where sentiment and business reality diverge Managing position sizes and portfolio construction Frank's contrarian view on AI and where he sees opportunity What we're missing by not focusing on Europe How changing hold...
Sep 25, 2025•35 min
Warren Buffett may have announced he's retiring at the end of the year, but he's certainly not finished yet. Recently his company has sold out of an investment it made in 2008, making 39-times its money in the process. Tune in to hear which company was Warren Buffett's latest big win. That's not all we're covering in another big episode of Equity Mates: Super September continues as we unpack the government schemes to boost your Super Sam Gordon joins to talk all things rent-vesting and how to ge...
Sep 24, 2025•43 min
Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the client is, to getting the right money in the right places, to making good long-term investing decisions, this episode was our effort to better understand Charlie's process so we could add to our own. If you'd like to chat to ...
Sep 22, 2025•45 min
Has Larry Ellison just had the best week in business history? He added $101 billion to his net worth in an afternoon, briefly became the world's richest person, is leading the buyout of TikTok's American operations and his helping his son take over Hollywood. Not bad for an 81-year-old who many thought was a relic of a past internet age. In today's episode we unpack everything Ellison related, from Oracle, to TikTok, to Paramount and Warner Bros Discovery. That's not all we're covering in anothe...
Sep 21, 2025•33 min
Only 43% of Australians have positive feelings about retirement. Getting our Superannuation in order is a big way to change that. As we continue our Super September coverage, we are joined by Daniel Shrimski, Managing Director of Vanguard Australia, to discuss Vanguard's 3rd annual reporting into Australians and retirement: How Australia Retires . We unpack some of the biggest findings from the report, including: Why so many working age Australians have negative feelings towards retirement How m...
Sep 18, 2025•38 min
Rate cuts, rate cuts, rate cuts. The financial media has been abuzz with the prospect of a rate cut in the US (despite annual inflation ticking up from 2.7% to 2.9% in its most recent reading). Today we're unpacking what you need to know. We're also sharing some timely advice from Nick Griffin, CIO of Munro Partners, about how to manage the noise at a time like this. That's not all we're covering in another big episode of Equity Mates: How to optimise your investments within Superannuation We re...
Sep 17, 2025•35 min
Are we nearing a market top? Is the market overvalued? Should I wait to start investing? As markets hit all-time highs we've started noticing these questions popping up in our Instagram DMs and in the Facebook Discussion Group . So we're answering them in today's episode and explaining how we're investing at a time like this. That's not all in another big episode of Equity Mates: We unpack everything insurance in Superannuation Bryce's $500-to-$5k challenge continues - now with a second portfoli...
Sep 14, 2025•34 min
With so much opportunity being presented to investors everyday, it can be a challenge separating good opportunities from great ones. Today we speak to James Abela, Portfolio Manager of the Fidelity Global Future Leaders Fund, about the companies in his portfolio but also two that are not. Together, we unpack: Why global small and mid cap stocks are proving such a fruitful part of the market What he has learned from 5 years managing the Future Leaders Fund Why James has avoided Roblox When James ...
Sep 11, 2025•37 min
The pace of change in the AI landscape continues to accelerate. From lofty valuations, new use cases and changes in government policy, we're chatting through some of the biggest headlines that have caught our attention. Most importantly, we're talking about the best ways to invest in it as well. That's not all we cover in another big episode of Equity Mates: Chinese car makers continue to grow market share in Australia We explore your different Superannuation options Luke Laretive reviews a comm...
Sep 10, 2025•39 min
AI agents with crypto wallets, the explosion of crypto treasury companies, stablecoin volume reaching $27 trillion. Today we speak to our correspondent from the frontlines of the crypto industry, Blake Cassidy, about some of the wild stories emerging from the world of crypto. Blake is the CEO of crypto microinvesting app Bamboo and cohost of the Crypto Curious podcast . —------ Thank you to Bamboo for sponsoring this episode. With Bamboo you can round up your daily spending and dollar-cost avera...
Sep 08, 2025•34 min
