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. Plus, Bryce finally reveals how his $500 to $5,000 challenge actually ended...tune in to find out! Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete ...
Jan 25, 2026•27 min
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 table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable. There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely. Win a $500 Visa Digital...
Jan 22, 2026•48 min
In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we answer a big community question on superannuation that every Australian should think about. Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete ...
Jan 21, 2026•31 min
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 Stock of the Year showdown (and yes, Bryce is coming in hot again). They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds. Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Co...
Jan 18, 2026•38 min
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 why good investing fundamentals don’t change , even when the world does. They unpack what’s driving markets, why private markets are becoming more relevant, and the simple portfolio disciplines Alex uses to keep clients on track. In this episode: 02:46 How will 2026 be different to 2025? 10:53 Is AI a bubble? The role of leverage, debt markets, and...
Jan 14, 2026•38 min
We’re back with Essentials, breaking down how we actually invest. In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas. Timestamps: 01:16 Core & satellite explained 02:33 Building the core 04:25 Why beating the market is so hard 06:22 Bryce’s core portfolio 08:14 Ren’s cor...
Jan 11, 2026•26 min
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, no matter what markets are doing. They break down the habits, mindsets and structures that matter most if you want to build wealth over decades, not chase fads or headlines. In this episode: 02:13 Rule #1: Always think long-term 03:23 The Lehman Brothers example 04:40 Rule #2: Your savings rate matters more than returns 05:22 Why small changes comp...
Jan 07, 2026•24 min
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 and beyond to help you build long-term wealth with simple, repeatable habits. In this episode: 01:00 What this series covers 02:30 Why we're investing in 2026 06:01 Compounding refresher 08:48 Time in vs timing the market 10:19 The risk of not investing 13:18 Why we love stocks 17:13 How great companies can work for you 21:00 Amazon case study 23:00 ...
Jan 04, 2026•26 min
In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional investors think about portfolio construction. We dive into Viola's methodologies for manager selection and building an “all-weather” portfolio that can hold up across times of turbulence and change. In this episode: • The Core Squared Satellite model and why Viola runs two “cores” instead of one • How to think about liquidity (and why most inves...
Dec 17, 2025•48 min
In this episode Alister Coleman , managing partner at Folklore Ventures , joins us to unpack how an early-stage VC identifies standout founders, world-class products and long-run opportunities (even when it’s just “two people and a laptop.”) In this episode: • What Ansarada taught Folklore about sticky products and misunderstood markets • How Auror became one of NZ’s quiet breakout successes in retail loss prevention • Why frontier tech like Hullbot and Kry10 show Australia’s edge • The coming A...
Dec 14, 2025•53 min
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 explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!). In this episode: Why small caps are back and where Arden sees the best opportunities Spotting upgrades and avoiding blow-ups And how he’s thinking about themes like AI, mining services and Lif...
Dec 10, 2025•41 min
We’re continuing Best of the Best , our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Anshu Sharma , portfolio manager and co-founder of Loftus Peak , to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more. In this episode: How Loftus Peak finds long-term structural trends (and filters out short-term hype) Which trends are still early in their disruption lifecycle The proce...
Dec 07, 2025•50 min
We’re continuing Best of the Best series and today we’re joined by Julia Weng , portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities. Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge. In this episode: • Why return-on-capital and aligned management teams drive Paradice’s stock picking • How Julia builds conviction: expert calls, field research and evidence over hype ...
Dec 03, 2025•41 min
We're kicking off Best of the Best , our series profiling some of Australia’s top investors and the processes behind their performance. Today we’re joined by Andrew Mitchell , founder and senior portfolio manager at Ophir Asset Management. Andrew explains how true small-cap specialists uncover opportunities most investors never see, and the hard, unglamorous research that sits behind Ophir’s track record. In this episode: • How Ophir builds conviction: customers, suppliers, ex-staff and on-the-g...
Nov 30, 2025•39 min
Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between. We cover: • US equities, bond yields and why the macro calls went sideways • AI euphoria vs reality (who made money and who didn’t • Chinese tech’s big comeback vs booze stocks’ continued hangover • Small caps, ...
Nov 27, 2025•52 min
2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio. In this episode we cover: • The biggest market moments of 2025 • How the ASX, S&P 500, Europe, Japan and China really performed • The standout winners • The surprising underperformers Then Simon jumps into the hot seat for his annual Mr Beat Up review , ...
Nov 26, 2025•23 min
Are you being ripped off…without even realising it? We brought in Channel 9’s finance editor Chris Kohler to unpack the scams, tricks and corporate tactics hidden across Australia’s economy from your mortgage to your supermarket shop to your Friday arvo punt. Chris’ new book How They Get You lifts the lid on the big (and small) ways companies quietly extract more from your wallet… and what you can do to push back. Also in this episode: The marketing tactics Chris says are “quite simply f***ed” (...
Nov 24, 2025•47 min
Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened. Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship! From entertainment giant's TKO Gro...
Nov 23, 2025•32 min
Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026. We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break. Also in this episode: Is the AI boom a bubble? Gold’s wild run Emerging market trends to watch Strap in for a rapid global tour through what matt...
Nov 20, 2025•45 min
Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US: obesity rates are finally dropping , driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk? That’s not all in this episode: Ren rebuilds his core portfolio We compare two ex-US ETFs that look similar but are wildly different under the hood And Matt Ingram helps Josh refine his stock...
Nov 19, 2025•39 min
Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age. Financial adviser Dylan Pargiter-Green returns with three case studies: the FIRE retiree aiming to quit at 40 the “early mark” retiree planning to stop work in their 50s and the classic retiree looking to finish in their 60s We unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing d...
Nov 17, 2025•38 min
Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward. Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base? Also in this episode: Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here . And we answer a community question on how often to dollar-cost average To run the numbers for your own inve...
Nov 16, 2025•29 min
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype. As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT) , Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble? We cover: Whether today’s market is a bubble or justified by fundamentals How Magellan is positioning for the AI revolution Why Alan still backs companies like Micros...
Nov 13, 2025•35 min
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability? We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗 Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset ...
Nov 12, 2025•32 min
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg , Portfolio Manager at Minotaur Capital , is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now. They cover: • Why Poland’s CD Projekt could be gaming’s next major success story • Practical tips for using AI to supercharge your own investing • Europe’s role in the e...
Nov 10, 2025•33 min
One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN , the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity. Also in this episode: · 📈 What’s Caught Our Eye This Earnings Season : Results beyond Big Tech · 💼 Pimp My Portfolio : Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy · 👀 Watchlist : The companies catching our eye right now: Carvana, SiteMi...
Nov 09, 2025•36 min
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors. With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it. So today we wanted to pick his brain and understand the state of the commercial property industry. We cover: Why office buildings are back How to achieve steady, consistent re...
Nov 06, 2025•37 min
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market. Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track. And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you can use to assess any company. ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in t...
Nov 05, 2025•38 min
It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts & Minds Conference , where some of the world's best fund managers pitch their best ideas will all proceeds donated to medical research. ——— Want to...
Nov 03, 2025•45 min
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we can do it, you can too. So on today's episode, tune in as we unpack how our personal portfolios have been going. That’s not all in another big episode o...
Nov 02, 2025•29 min
