In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio. 0:00 The Gen Z $6b boom 5:30 How to invest in the trend 7:20 Building a healthcare portfolio 8:40 Eli Lilly & GLP-1 dominance 10:30 ProMedicus & Intuitive Surgical 14:05 TransMedics & CSL breakdown 20:50 Community portfolio updates + Ashleigh's Caterpillar pitch Stocks & ETFs mentioned in this ...
Mar 18, 2026•34 min
Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest. In this episode: 0:00 Why cashflow is the foundation of every financial plan 4:45 The truth about what people think they save vs reality 11:40 The bucket system: a simple way to manage spending 18:20 Setting up accounts for couples and avoiding money argu...
Mar 16, 2026•44 min
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 Up returns with a stock that’s fallen 80%... is it a broken story or a massive opportunity? Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun. You’ll hear from some of Austral...
Mar 15, 2026•30 min
Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out. This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free. If you want to learn more about Loftus...
Mar 12, 2026•40 min
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 listener with a tough decision: when to sell underperforming stocks. PLUS: Calling all bulls, bears and party animals! The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival. Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We...
Mar 11, 2026•28 min
AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters. Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation. In this episode: 00:00 What Australia can learn from New York, Hong Kong and global markets 5:08 Iran, geopolitics and whether portfolios sho...
Mar 09, 2026•54 min
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 through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think. In this episode: 00:00 Iran, markets and why you shouldn’t panic sell 6:14 Australian GDP: when good news is bad news 7:59 Tim Wilson’s BBOZ disaster 10:4...
Mar 08, 2026•38 min
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, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7. In this episode: 00:00:00 Investing Beyond The Mag Seven 00:03:34 AI Spending: Boom Or Bubble? 00:10:01 Why This Isn’t Another Dotcom 00:19:32 Finding Opportun...
Mar 05, 2026•43 min
A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure. In this episode: 00:00 eBay stalking scandal: what happened 07:14 eBay fallout: pleas, severance, board governance 09:23 RAMageddon: what DRAM is and why AI is driving shortage 14:18 Winners: DRAM stocks ripping 17:28 Phones + broader electronics inflation pressures 20:49 Pimp My Portfolio: Maddi...
Mar 04, 2026•33 min
Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches. In this episode: 00:00 – King of the Case Study turns calculator builder 02:41 – Debt Recycling Explained (30 Seconds or Less) 05:25 – Is Debt Recycling More Risky? 11:10 – Who Is Debt Recycling Actually For? 14:04 – Worked Example: Plugging Numbers Into the Calculator 2...
Mar 02, 2026•43 min
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 allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors. In this episode: 0:00 Monthly portfolio check-in format + what’s changing 1:50 Sharesight setup + why we track this way 2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly 11:09 Bryce performance: best/wors...
Mar 01, 2026•39 min
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, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies. In this episode: 0:00 SpaceX, IPO rumours & why private markets matter 2:10 The economics of space 6:01 Why companies are staying private longer 10:51 Private equi...
Feb 26, 2026•29 min
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 today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action. Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun. Tickets are complimenta...
Feb 25, 2026•34 min
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 it’s a very different story. So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) ar...
Feb 23, 2026•41 min
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, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax. Plus, the community portfolio expands with a pitch from Dave. In this episode: 0:00 Intro 1:12 Earnings season...
Feb 22, 2026•31 min
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 of questions coming in from the Equity Mates community like whose name it should be in and what to buy. We cover: • Whether to invest in your own name or set up a minor trust, investment bond or super account. • The tax rules parents need to understand. • How we’d build a simple ETF portfolio designed for decades of compounding. 📈 Stocks and ETFs Mentioned: GH...
Feb 19, 2026•36 min
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 the US sports betting giants and whether they're coming to Australia. Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started. In this episode: 0:00 Intro 0:53 Prediction markets: what they are + why they’re explo...
Feb 18, 2026•21 min
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 mindset matter just as much as picking the right investments. In this episode: 0:00 Disclaimer + intro 0:47 Meet Gemma + the 12-step “money reset” framework 4:12 The “slingshot moment” and reframing setbacks 7:51 When good money habits become toxic (points hacking, offsets, net worth obsession) 11:35 Budgeting that actually sticks: the $0 budget + ...
Feb 16, 2026•42 min
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 Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors. In this episode: 0:00 Disclaimer + intro 0:52 The Vatican Bank launches Catholic equity indexes 4:28 US earnings season: ...
Feb 15, 2026•30 min
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 with Nehemiah Richardson (CEO & Managing Director of TermPlus) to break down why private credit has grown so fast, where the risks actually sit, and what investors should look for if they’re considering the space. In this episode: 0 0:00 Private credit 101: what it is, why it’s grown, and why “growth ≠ risk” 3:44 Why banks pulled back after the GF...
Feb 12, 2026•41 min
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 expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero. The team runs the full four-step checklist and gets into the real debate investors are having right now: are AI agents a genuine moat-breaker for SaaS… or just the latest panic? In this episode: 02:52 Big Tech’s AI spend hits US$660B. How big is that...
Feb 11, 2026•32 min
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 what doesn’t) for investors heading into 2026. They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China. In this episode: 00:34 Making sense of macro noise with David Bassanese 01:39 Why the outlook is still constructive heading into 2026 03:26 Inflation update: trimmed mean, housing pressu...
Feb 09, 2026•36 min
Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto. In this episode: 00:00 — The software sell-off: what’s happening and why 06:29 — What we’re doing about it (don’t panic, build a watchlist) 11:39 — Lazy investors win: the 4-step strategy 13:02 — Beating your brain + the hidden costs of “doing stuff...
Feb 08, 2026•38 min
Four portfolios. One year to prove who can actually beat the market. In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India. In this episode: 00:29 The challenge begins 02:29 The rules 03:13 The shared core: DHHF (all-growth, global diversification) 04:50 Bryce’s Portfolio 10:05 Ally's Portf...
Feb 05, 2026•26 min
Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200 . In this episode: 00:33 Today’s menu 02:02 Corporate Travel Management: the 5-month trading halt story 05:25 House prices: Sydney/Melbourne flat, everyone else running hot 09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar” 14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”...
Feb 04, 2026•29 min
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 their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income. In this episode: 00:33 Passive income: why everyone wants it 02:07 Balancing the right goal and timing 09:07 The VHY debate: dividends no...
Feb 02, 2026•35 min
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 why both are leaning harder into systems rather than hot takes. In this episode: 00:00 What to expect in our monthly portfolio updates 03:08 Key portfolio changes over summer (debt recycling, leverage, structure) 07:02 Ren’s new core + building an all-weather income sleeve 11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices 22:48...
Feb 01, 2026•36 min
Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia . David shares why he believes Alphabet may be the best business in the world , why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond. 01:27 Introducing David Tuckwell & ETF Shares 03:28 Rethinking scale, moats and long-term growth 06:40 Why Alphabet is still com...
Jan 29, 2026•28 min
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 actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story). Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids. Finally, they go under the hood on three ASX-listed defence ETFs exploring what th...
Jan 28, 2026•33 min
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 resources. We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential. For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe In this episode: 01:55 Why 2026 is the year of resources 06:27 What’s driving prices 09:09 Why many fund managers will miss the trade 12:36 Top p...
Jan 26, 2026•30 min
