Equity Mates Investing Podcast
Bryce and Alec host Australia's top investing podcast, breaking down barriers to make the markets accessible to everyone. They guide listeners through the world of investing, from basics to advanced strategies. The show aims to demystify finance and empower individuals to start their investment journey.
Episodes
Property after the budget: is the investment case changing with Chris Bates & Scott Aggett | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.This session is Property Investing Dead Post-Budget? with Chris Bates, founder of mortgage advisory Alcove, and Scott Aggett, founder of Green Shoots Property, who has more than 30 years in the industry
Beyond Bitcoin: how crypto is changing finance with Adam Judd | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Today we’re sharing Crypto’s Next Evolution: How Traditional Finance and Digital Assets Are Converging with Adam Judd, Chief Operating Officer of Coinbase Australia. Traditional finance and crypto used
Alternatives: The investments you've never considered with Dania Zinurova | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Next up, Alternatives: The Investments You’ve Never Considered with Dania Zinurova, Investment Committee member at WAM Alternative Assets Limited (ASX: WMA), who has spent more than 20 years investing i
The company built to compound for decades with Todd Barlow | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Next up is The Company Built to Compound for Decades with Todd Barlow, CEO and Managing Director of Soul Patts since 2015. Some companies keep compounding for generations, and Bryce & Ren wanted to
The passive income playbook with Owen Rask | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the week we're releasing 10 of our favourite sessions, recorded live at FinFest, Australia's largest finance festival.For our fifth episode, we're talking all things passive income with Owen Rask, founder of Rask & host of the Australian Finance Podcast. From growing your salary and building better savings hab
Finding income in today's market with Michael Price | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Our next session is Where Can Investors Still Find Income? with Michael Price, who manages the Ausbil Active Dividend Income Fund and has more than 35 years’ experience in markets. With rates on the mov
Three portfolios for different stages of life with Effie Zahos & Ron Hodge | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Today we’re sharing Build Me a Portfolio with Effie Zahos, Money Editor at 9News, and Ron Hodge, founder and CEO of InvestSMART. If you were starting from scratch, what would actually go in your portfol
The case for backing Australia with Alex Vynokur | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.In Australia’s Next Decade Bryce and Alec sat down with Alex Vynokur, Betashares CEO, to discuss the opportunities and challenges facing Australia, how technology could reshape investing, and the princi
Companies behaving badly with Joe Aston | FinFest 2026
Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Our first session is Companies Behaving Badly with Joe Aston, founder of Rampart, and author of AFR’s Rear Window column for 12 years. Bryce & Ren sat down with Joe to hear the stories behind some o
What's keeping stock markets high & is a crash likely with Seb Mullins
Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking increasingly expensive. So where are the opportunities for investors? Bryce & Ren are joined by Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia and Portfolio Manager of the Schroder Real Return Active ETF (ASX: GR
Bill Ackman on building the next Berkshire, AI & his next 10-bagger
Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s most famous battles. In New York, Bryce & Ren sit down with the billionaire investor to get his take on whether AI is a bubble, why he sold Alphabet and bought back into Netflix, and his plan to turn Howard Hughes into a modern-day Berkshi
Searching for predictability in an unpredictable market with Warryn Robertson
Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses?Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and why he's increasingly concerned about what's happening beneath the surface of the share market. From d
Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings
Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and potential final trades. Then Henry Jennings from Marcus Today joins for Pimp My Portfolio, helping a community memb
Momentum, market concentration & two out-of-favour stocks with Matt Jones
The S&P 500 keeps climbing, but what if your portfolio is taking on more risk than you realise? Bryce & Ren are joined by Matt Jones, Co-Portfolio Manager of the Fidelity Research Global Equities Fund, to unpack the momentum trade powering global markets and the hidden concentration risks lurking beneath the surface. From AI giants dominating index returns to the overlooked stocks Fidelity
Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash
Elon Musk has unveiled a car that can fly (sort of). But is it enough to get Tesla investors excited? Bryce & Ren unpack the latest from Tesla & Neuralink, dive into TSMC's blockbuster earnings and ask whether cracks are starting to appear in the AI data centre boom. Plus, a listener wants to know how to protect their portfolio from the next market crash.In this episode:00:00 Elon Musk
Ask An Adviser: Where property is heading, debt recycling and the future of rentvesting with Pat Noll
Property prices are slipping, borrowing power is shrinking and the rules of investing in Australian real estate are changing. So is now the time to buy, renovate or sit tight? Bryce & Ren are joined by Pat Noll, founder of Runestone Finance, to answer your biggest property questions. From the future of rentvesting and negative gearing to debt recycling, offset accounts and unlocking equity to
Dating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask
Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Ow
Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson
Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and Ren to explain how currency hedging works, when hedged and unhedged ETFs outperform, and whether a 50/50 split could be the simplest way to manage currency risk.In this episode:00:00 Currency Hedging Explained04:09 Hedged vs Unhedged ETFs07
Firmus IPO falls apart & the invisible crash behind Wall Street's record highs
The S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500 stocks are trading at least 10% below their all-time highs, and some of America's biggest names have been smashed. Bryce & Ren unpack the invisible crash hiding behind the AI boom, explain why a handful of stocks drive most
Ask an Adviser: Debt recycling, super & investing for kids – Community mailbag with Matt Ingram
Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax?Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.Chapters:00:00 Your Biggest Investing Questions A
Live from New York: Bill Ackman, Aussie businesses & other observations
Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, a
The Asian Opportunities Investors Are Missing with Cameron Robertson
Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vi
Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against
Steve Johnson: What the market is missing about the AI boom
AI may be transformational, but does that make AI stocks good investments?Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.Chapters:01:48 Steve Johnson on AI04:28 AI Investing and Bubble Risk10:33 What Could End the AI Trade12:35 F
Our Monthly Portfolio Update - September 2026
Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blur
The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensi
RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio
The RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise before turning to SpaceX’s Starship breakthrough & Google’s plans for AI data centres in space. Then Henry Jennings from Marcus Today joins Pimp My Portfolio to help simplify a growth-heavy portfolio, before the Equity Mates communi
Scott Phillips: The stock picker who doesn’t think you should pick stocks
Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks.Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you.Plus, Scott shares his ca
OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff
OpenAI hacked an Australian Medicare portal and the government didn’t find out from the company until months later. We unpack what the incident says about AI safety, human error & who should be liable when autonomous systems cross the line. Then, why booming US business activity could spell trouble for interest rates, before closing out Super September with listener questions on the First Home
Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambi
Cathie Wood: How to Invest in a World Moving This Fast
Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on
Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask
The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfol
The Small Cap index is lying to you with Andrew Mitchell
Australia’s small-cap index might have looked calm in FY26, but beneath the surface it was anything but. Ophir Founder and Senior Portfolio Manager Andrew Mitchell joins us to unpack record sector dispersion, why reporting season exposed cracks in the earnings outlook, and how AI & data centre spending are reshaping opportunities for investors. Andrew also takes us inside Ophir’s bottom-up sto
AI panic, finding growth in Australia & who gets your Super when you die?
AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce & Ren unpack what the latest AI safety debate could mean for markets, why Saudi Arabia has become central to the oil story, and the ASX growth names worth putting on the watchlist. Plus, Super September continues with a practical look at w
A century of compounding: inside Soul Patts' permanent capital with Todd Barlow
What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital and the freedom to invest wherever he sees the best opportunity. Todd joins Bryce and Alec to explain why Soul Patts is sitting on almost $3 billion in cash, where he sees risks building in private credit, why energy is his preferred ‘no regre
Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a remarkable AI breakthrough before Henry Jennings returns to Pimp My Portfolio, where one community member’s love of ETFs has left him doubling down on tech and leverage. Plus, Super September asks whether small extra contributions really mat
Tesla’s robotaxi reality check, One Nation’s Super proposal & what would you do for $750k?
Tesla’s steering wheel-free Cybercab has hit the road, but the global robotaxi race is getting a lot more crowded, and increasingly, a lot more Chinese. Bryce and Alec unpack who’s actually leading autonomous driving, debate a proposal to let Australians divert part of their Super into their pay packets, and continue Super September by asking whether leaving your retirement savings in the default
Ask an Adviser: Investing, Property & Super - Community Mailbag with Glen Hare
More young Australians are building serious share portfolios while feeling increasingly locked out of property, but will investing alone get them where they want to go? Financial adviser Glen Hare joins Bryce and Alec to tackle questions from the Equity Mates community on $1 million windfalls, debt recycling, geared ETFs, investment bonds, rentvesting and super, while challenging investors to work
Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?
Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money.In this episode:00:00:00 Is The AI Spending Boom Sustainable?00:02:26 The B
Knowing when to sell: How growth investor Michael Frazis manages risk
Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Michael explains why he’s moved from simply holding great growth companies to systematically taking profits and managing momentum. Plus, we dig into Nvidia’s bigges
Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry Jennings
Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Monash IVF, before kicking off Super September with a simple idea: when it comes to super, the biggest advantage younger investors have isn’t picking the perfect fu
Andrew Page on small caps, AI & changing his mind on Bitcoin
Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable rever
Our Monthly Portfolio Update - August 2026
Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees.In this episode:00:00 Exc
How to Invest for a 30-Year Retirement with Kanish Chugh
Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build portfolios designed to generate income for decades. We explore the role of bonds and defensive assets, sequencing risk, why chasing double-digit yields can come
Money can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing
Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A
Replace your salary with dividend income with Dr. Don Hamson
Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-term Australian market returns, and the traps investors can fall into when chasing headline yield. Plus, why investors still accumulating wealth may be better ser
Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Tankers as a potential addition, and answer a listener question every stock picker wrestles with: should you buy befor
Not all income is created equal with Helen Mason | Schroders
Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it.In this episode:00:00 Are Dividends Overrated?04:
Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-p
How your financial plan changes as life changes with Matt Ingram
Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and Alec to unpack how planning ahead can preserve flexibility, why returning to work isn’t always a simple financial calculation, and the decisions worth thinking
Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed
Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas & using AI in the investing process, followed by running Ren’s stocks throu
4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lesson
3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry
Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting ag
AI investors are getting nervous. Should they be?
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier qu
We're back: AI selloff reverses, US earnings, Aussie property & more
Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening…In this episode:00:00 - Bryce’s holiday recap & a wild month in markets
The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disru
Luxury: How Experiences Became the New Luxury | The Decade Ahead
The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the next decade. From luxury brands to Formula One, VIP experiences & ultra-premium travel, they explore where the world's wealthiest are directing their money
Agriculture: Robots, Drones and the Future of Food | The Decade Ahead
The world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and gene-edited crops, this episode explores the technologies transforming agriculture. Bryce & Ren unpack why AgTech could become one of the defining investment themes of the next decade, the companies leading the charge, and the risks invest
Cybersecurity: The AI too dangerous to release to the public | The Decade Ahead
AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anthropic's Mythos uncovering thousands of software vulnerabilities to the rise of cloud security and identity protection, they unpack the trends driving billio
Emerging Middle Class: 300,000 New Consumers Every Day | The Decade Ahead
The global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the centre of gravity of economic growth is expected to shift towards India, Southeast Asia and Latin America as hundreds of millions more people emerge into the middle class. In this episode, Bryce and Ren unpack the structural forces behind this sh
AI & Robotics: From $300bn to $5.2 trillion in three years | The Decade Ahead
AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce and Ren explore why robotics could become the next frontier of the AI revolution. They unpack the companies leading the charge, the investment opportunities eme
Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's
Electrification: Australia’s Chance to Power the World | The Decade Ahead
Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the big
Pet Care: Australia Has More Pets Than People | The Decade Ahead
There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in the world. In this episode of The Decade Ahead, Bryce and Ren unpack the trends driving the boom, the companies positioned to benefit, and whether this i
Longevity: Can We Add Another 30 Years? | The Decade Ahead
People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores the trends reshaping healthcare, the companies leading the charge, and how investors can gain exposure to one of the world's fastest-growing industries.In this
Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport.In this episode:00:00 - EV Adoption Has Reached a Tipping Point07:1
Why gold fell when war broke out (and what that tells you)
Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explaining what really drives the gold price, why investors misunderstand its role in a portfolio, and whether Bitcoin deserves to be called digital gold.In this episode
Our Monthly Portfolio Update - June 2026
Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of o
Alan Kohler fixes Australia - Housing, AI, Childcare & Energy
Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink.Whether you agree or disagree, this conversation challenges some of Australia's bigg
Meta copies another product, we’re beating the market & the chase for Warren Buffett continues
Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one).In this episode:00:00 – Meta’s prediction marke
Copper: The metal at the centre of everything with William Taylor
Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to on
More bad news for property, the best way to invest & Pimp My Portfolio with Matt Ingram
Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation.Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all.In this episode:
Ask an Adviser: 4 case studies on the new CGT changes with Alex Luck
The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the
What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren
What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market ove
Where Bonds Go, Stocks Follow with Sam Watkins
Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering
Let the oil flow, our IPO warning & last chance tax moves
Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise
Chris Judd Thinks You're Wrong About Rates, Bonds and AI
Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia’s productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro tren
Global inflation is back, our search for Warren Buffett continues & your ETF portfolio questions answered
Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adj
The Case For Owning Fewer, Better Stocks with Stephen Arnold
Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aoris’ quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable adv
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio
The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks
