Equity Mates Investing Podcast

Equity Mates Media

Investing made simple, delivered in layman's terms

  • 26 minutes 3 seconds
    4 investors, $100,000... who will win? | Portfolio Challenge

    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 Portfolio

    14:49 Cam’s Portfolio

    20:31 Ren’s Portfolio

    23:22 How to follow along & what's next


    Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.


    ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)


    Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    5 February 2026, 6:05 pm
  • 28 minutes 31 seconds
    Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse

    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”

    19:46 Pitch #2 Catapult: Wearable sports tech


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media.

     

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    4 February 2026, 6:05 pm
  • 34 minutes 35 seconds
    Ask an Adviser: Make work optional with passive income - Matt Ingram

    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 now vs growth first

    12:10 Ranking income options: cash, bonds, covered calls & private credit

    27:07 Property as “income”: the yield illusion

    29:41 Building an income portfolio, tax realities & advice for 20s–40s


    📈 Mentioned in this episode:

    Vanguard Australian Shares High Yield ETF - VHY

    First Trust Smith Opportunistic Fixed Income ETF - FIXD

    Betashares Australian Composite Bond ETF - OZBD

    iShares Core Composite Bond ETF - IAF

    Betashares Australian Investment Grade Corp Bd ETF - CRED


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———

    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial 

    Hosted on Acast. See acast.com/privacy for more information.

    2 February 2026, 6:05 pm
  • 35 minutes 43 seconds
    New portfolios, same investing journey | Monthly Portfolio Update

    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 Satellite portfolios: active managers, Bitcoin & gold

    28:08 Income strategies, risk management & wrapping up


    📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200, BEMG


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    1 February 2026, 6:05 pm
  • 28 minutes 4 seconds
    Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares

    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 compounding

    10:28 AI as infrastructure, not hype

    16:13 Nvidia’s software-driven dominance

    25:14 ETFs vs stock picking mega-caps

    26:00 Closing thoughts on long-term US leaders


    📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    29 January 2026, 6:05 pm
  • 32 minutes 36 seconds
    Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram

    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 they hold, how they differ, and what you’re really buying.


    In this episode:

    01:57 RBA talk: jobs surprise, rate rise odds jump

    03:36 AUD hits 16-month high

    05:22 TikTok US deal: sold… sort of

    08:21 Heath & Coco’s portfolio review (with Matt Ingram)

    17:10 Defence ETFs explained: ARMR vs DFND vs DTEC

    24:31 Fees, performance & top holdings under the hood

    28:46 Takeaways: how to choose between them


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    28 January 2026, 6:05 pm
  • 29 minutes 32 seconds
    Why 2026 is the Year of Resources - Luke Laretive

    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 picks by commodity

    17:10 The big miners: BHP, Rio & merger talk

    21:02 Lithium outlook

    22:52 Two stocks with 10-bag potential

    24:44 Portfolio construction & commodity exposure


    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 5406

    Hosted on Acast. See acast.com/privacy for more information.

    26 January 2026, 6:05 pm
  • 27 minutes 14 seconds
    Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?

    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    Are you the next member of the Equity Mates team? We're looking for a Graphic Designer to start on a 6 month full time contract role, apply here.


    In this episode:

    02:37 The $500 to $5,000 challenge — final results are in

    09:33 China’s collapsing birth rate

    13:23 China’s property crisis & the wealth effect

    18:10 SaaS stocks vs AI: fear or opportunity?


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    25 January 2026, 6:05 pm
  • 48 minutes 8 seconds
    14 Bold Predictions with Andrew Brown

    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 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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    In this episode:

    01:56 Community bold predictions: Bitcoin & AI

    03:18 #1: More companies return to public markets (IPOs)

    07:16 #2: A wave of spinoffs from global conglomerates

    09:24 #3: Active management starts to outperform

    13:08 #4: Equal-weight S&P 500 beats the index

    15:37 #5: Stick with Asia despite strong gains

    18:37 #6: Alternative asset managers struggle

    21:08 #7: Unlisted sports teams are in a bubble

    24:14 #8: Precious metals bubble starts to unwind

    27:01 #9: “Quality” stocks underperform again

    29:24 #10: Australia underperforms global markets

    32:33 #11: UK stocks continue to surprise

    34:56 #12: Investing democratisation accelerates

    38:43 #13: Beaten-up apparel brands bounce back

    41:07 #14: Australian tourism benefits from weak AUD


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.


    Hosted on Acast. See acast.com/privacy for more information.

    22 January 2026, 6:05 pm
  • 30 minutes 34 seconds
    Bryce sells everything, European defence stocks surge & managing your Super

    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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    In this episode:

    00:00 Community updates: 2026 survey + we’re hiring!

    02:47 What's happening to European defence stocks

    05:03 Silver’s huge run and why it matters

    07:14 Bryce explains his full portfolio reset

    19:20 Community Question

    27:55 Super done right


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    21 January 2026, 6:05 pm
  • 38 minutes 25 seconds
    We're back: 4 big investing themes & our Stocks of the Year

    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 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 the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 


    In this episode:

    03:57 Personal Updates & How to win $500 with the Equity Mates Annual Survey

    10:17 Commodities, Future of Health and The Rise of Luxury Feelings

    18:32 China's Growing Influence and The Year of Stock Turnarounds

    25:20 TransMedics vs Xero: Our Top Picks for 2026


    ———


    Want to get involved in the podcast? Record a voice note or send us a message 

    And come and join the conversation in the Equity Mates Facebook Discussion Group.


    ———


    Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

    Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)


    ———


    Looking for some of our favourite research tools?


    ———


    In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 


    This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

    Hosted on Acast. See acast.com/privacy for more information.

    18 January 2026, 6:05 pm
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