Equity Mates Investing Podcast
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Equity Mates Investing Podcast
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.
Recent Episodes
1165 episodes
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...
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 Jorda...
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...
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 h...
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 Eq...
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, re...
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 Wh...
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 wi...
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...
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. Sa...
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 agreemen...
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...
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...
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 kno...
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...
The Inside Story of Eucalyptus: Tim Doyle on Starting, Scaling and Selling a $1.6 billion business
Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup ide...
What Australians have been buying and selling in 2026
What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks an...
Housing falls post-Budget, is adding to Super worth it & Pimp my Portfolio with Owen Rask
Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, an...
Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what propose...
Our Monthly Portfolio Update - May 2026
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios...
Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EV...
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in th...
After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to f...
Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space compa...
Why private equity investors aren’t panicking about AI
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equi...
Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matte...
How AI improves the investing process with Arms Rosenberg
AI is everywhere in markets, but is it actually changing how great investors pick stocks? Bryce and Alec sit down with Armina Rosenberg, co-founder an...
CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec a...
The $1.8 Trillion Space Opportunity with Hugh Lam
The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weather...
The budget hits all investors, how you can leverage into shares & is Bitcoin back?
The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line....
Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make th...
Apple’s battle with CBA, why even God can’t beat DCA & a community stock pick
Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio...
What’s Hot, What’s Not in Commercial Property with Jason Huljich
Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria i...
The fastest market recovery ever, 3 companies we both own & why stocks beat property
Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying...
A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsol...
Our Monthly Portfolio Update - April 2026
Bryce and Alec are back with their May portfolio update, looking back on April’s performance across their core ETFs, satellite stocks, income sleeve,...
The How’s and Why’s of Private Credit with Henry Holm
Private credit has gone from niche to one of the fastest-growing parts of investing, but most people still don’t fully understand how it works, why bo...
Big Tech’s tiny tax bill, Elon v Altman goes to court & Mr Beat-Up’s “big catalyst” stock
Bryce, Ren and Simon unpack how Amazon, Google and Meta are shifting billions offshore while keeping tax bills low in Australia, why the Elon Musk v S...
Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate...
Which Aussie software stocks are ready to rebound with Jared Pohl
Software stocks have been smashed as AI hype reshapes the market narrative, but is this a structural shift or a classic overreaction? Bryce and Alec s...