• 32 minutes 25 seconds
    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 is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail.


    Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates


    In this episode:

    00:00 — Tariffs, inflation and commercial property

    01:16 — What’s changed since Jason’s last visit

    02:29 — How rates and inflation flow through property

    05:32 — What investors should watch right now

    09:01 — Time in the market for commercial property

    12:25 — Buying when others are fearful

    15:53 — Industrial, logistics and data centres

    26:53 — How investors can think about listed vs unlisted property


    Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    7 May 2026, 7:05 pm
  • 29 minutes 53 seconds
    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 invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.


    In this episode:

    00:00 — The fastest market rebound ever

    03:59 — Iran conflict, oil and market implications

    05:49 — RBA lifts rates back to 4.35%

    07:34 — Budget watch: housing, tax and spending cuts

    13:08 — Earnings season and big tech’s huge numbers

    15:18 — Alphabet smashes expectations

    19:14 — Berkshire Hathaway’s record cash pile

    22:10 — Eli Lilly Earnings Results

    24:21 — Shares vs property: the long-term numbers


    Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)


    Links to resources mentioned:

    Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/

    Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    6 May 2026, 7:05 pm
  • 57 minutes 56 seconds
    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 unsolvable, they’re just not being tackled long-term.


    We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.


    Chapters:

    00:00 – Introducing David Pocock: from Wallabies captain to parliament

    03:04 – Quickfire: Pocock’s backstory, activism, and personal values

    07:29 – What gives Pocock hope in Australian politics?

    09:24 – The problem with short-term decision making in government

    11:08 – Money, lobbying, and incentives in politics

    20:57 – Gas tax: why Australians aren’t getting paid for their resources

    30:04 – Housing crisis: supply vs tax reform and structural issues

    38:36 – Gambling ads and the failure of partial bans

    45:31 – AI, jobs, and why Australia isn’t prepared

    51:08 – Where political pressure is actually working


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    4 May 2026, 7:05 pm
  • 35 minutes 42 seconds
    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, crypto and active managers. It’s a strong month on paper, but the real story is underneath the surface: Spotify’s sharp post-earnings drop, TSMC’s monster quarter, and Alec’s growing conviction that infrastructure could play a bigger role in an income-focused portfolio.


    Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates


    In this episode:

    00:00 – Welcome back: April portfolio review and what’s on the agenda

    01:26 – Bryce’s portfolio: core ETFs, satellite positions and active managers

    07:28 – Alec’s portfolio: DCA, income sleeve and infrastructure ideas

    17:32 – Reporting season begins: why US earnings matter for their portfolios

    17:52 – TSMC deep dive: AI demand, margins and valuation

    22:58 – Spotify earnings recap: strong numbers, weak market reaction

    25:26 – Four-step stock checklist: is Spotify still a hold?

    34:06 – What’s next: upcoming earnings, thesis reviews and portfolio decisions


    Stocks and ETFs mentioned in this episode: Spotify (NYSE: SPOT), TSMC (NYSE: TSM), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Coinbase (NASDAQ: COIN), Axon (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Eli Lilly (NYSE: LLY), Macquarie Group (ASX: MQG), WiseTech Global (ASX: WTC), Nvidia (NASDAQ: NVDA), Walmart (NYSE: WMT), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Transurban (ASX: TCL), Global X US Infrastructure Development ETF (ASX: PAVE), Vanguard Diversified High Growth Index ETF (ASX: VDHG), iShares S&P 500 ETF (ASX: IVV), BetaShares Geared US Equity Fund (ASX: GGUS), BetaShares Geared Australian Equity Fund (ASX: G200), BetaShares Global Banks Currency Hedged ETF (ASX: BNKS), ClearBridge Global Infrastructure Income Fund (ASX: CIIH)


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    3 May 2026, 7:05 pm
  • 32 minutes 18 seconds
    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 borrowers use it, or where the risks sit.


    In this episode, Bryce and Alec sit down with Balmain’s Henry Holm to unpack the private credit boom in Australia, why banks have stepped back, how non-bank lenders create value, and what investors should look for before backing a manager.


    If you are interested in finding out more about how to Borrow or Invest with Balmain, then please visit balmain.com.au/equitymates.


    In this episode:

    00:00 — Why private credit is having a moment

    01:24 — Henry Holm’s first investment lesson

    02:25 — Why private credit exists

    03:32 — How the Australian market has changed since the GFC

    08:45 — A real-world private credit deal in Sydney

    12:28 — Bank competition, underwriting risk, and red flags

    17:30 — US private credit stress vs Australia’s market

    22:59 — How to assess a private credit manager

    26:56 — Red flags investors should watch for

    28:06 — Best deal & best company you’ve ever discovered

    29:47 — Investing resources and reading list

    30:49 — Advice for young investors


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    30 April 2026, 7:05 pm
  • 31 minutes 27 seconds
    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 Sam Altman courtroom battle matters far beyond tech gossip, and whether Mr Beat Up's 65% "catalyst" stock is a buying opportunity or a fair reflection of deeper structural risks.


    In this episode:

    00:00 Welcome & Special Co-Host

    01:06 Big Tech Tax Loopholes

    04:25 Musk vs Altman Goes to Court

    07:25 Strong US Earnings Q1 Results

    11:05 Mr Beat Up is Back

    12:11 Stock Breakdown

    13:42 Why the Stock Is Down 65%

    18:04 Four-Step Stock Checklist Analysis

    24:53 FIFA World Cup Catalyst

    27:26 Final Investment Verdict


    Stocks & ETFs mentioned: Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), TransMedics Group (NASDAQ: TMDX), Axon Enterprise (NASDAQ: AXON), Coinbase Global (NASDAQ: COIN), Flutter Entertainment (NYSE: FLUT)


    *This episode contains a discussion about gambling. If you or someone you know is experiencing harm from gambling, free and confidential support is available 24/7.

    Contact the National Gambling Helpline at gamblinghelponline.org.au or call 1800 858 858


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    29 April 2026, 7:05 pm
  • 34 minutes 18 seconds
    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, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors.


    In this episode:

    00:00 Listener Mailbag Intro

    01:13 Market Volatility & Staying Calm

    02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources

    06:54 Moving Holdings Between Brokerage Platforms

    09:51 ETF Strategy for Older Investors

    13:01 Investing for Kids & Tax Considerations

    15:18 Rebalancing Portfolio to Geared Products

    17:31 Micro-Investing vs ETF Costs

    19:30 US Stocks Tax Implications

    20:24 Why Infrastructure in Portfolios is a MUST

    22:35 Super Catch Up Contributions Explained

    24:52 Investing in Property During Interest Rate Hikes

    25:49 CGT Discount Drop Discussion & Property Outlook

    27:29 When to Sell an Investment Property

    30:14 Final Question: Pay Down Mortgage or Invest?


    ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    27 April 2026, 7:05 pm
  • 38 minutes 29 seconds
    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 sit down with ECP’s Jared Pohl to unpack what’s really changed, what hasn’t, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger.


    Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at https://ecpam.com.


    In this episode:

    00:00 The software sell-off and big question for investors

    00:47 Jared Paul joins: owning losses and market reality

    02:09 Has anything fundamentally changed for growth investors?

    03:37 How deep the software sell-off really is

    05:14 Why software isn’t the real moat

    08:11 Which software companies are actually at risk

    13:43 Valuations reset: opportunity or warning sign?

    18:21 The bull case: AI-driven productivity and future upside

    22:37 Real productivity gains vs AI washing

    25:34 Quick fire: Top ASX tech stocks (At risk or not?)

    32:26 Basically a value manage now - position sizing in the chaos

    34:31 The final three: best business, best resource, best advice


    ETFs and stocks mentioned: WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), SEEK (ASX: SEK), Carsales (ASX: CAR), Constellation Software (TSX: CSU), Salesforce (NYSE: CRM), Megaport (ASX: MP1), Samsara (NYSE: IOT), Cloudflare (NYSE: NET), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), Block (NYSE: SQ), CrowdStrike (NASDAQ: CRWD), Pro Medicus (ASX: PME), NextDC (ASX: NXT), TechnologyOne (ASX: TNE), Codan (ASX: CDA), Costco (NASDAQ: COST), Walmart (NYSE: WMT)


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    23 April 2026, 7:05 pm
  • 31 minutes 55 seconds
    End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers

    It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.


    Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.


    In this episode:

    00:00 Intro & Episode Overview

    01:54 GLP-1 Drugs Surprise Benefit

    05:04 Tim Cook steps down as Apple CEO

    10:57 Why Brad Jacobs and QXO have investors paying attention

    15:52 Bryce's Portfolio Strategy Update

    18:22 Community Q&A: GHHF, DHHF and geared ETF exposure

    20:42 Community Q&A: Debt Recycling vs Borrowing to Invest

    24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying

    29:31 Final Thoughts & Wrap Up


    Our Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBef


    Stocks & ETFs mentioned:

    Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    22 April 2026, 7:05 pm
  • 33 minutes 43 seconds
    Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained

    A former sneaker darling reinventing itself as an AI compute business, a Saudi-backed golf league reportedly burning through cash at an eye-watering rate, and a practical look at how Bryce is trying to bring more structure to his stock picking. It’s a sharp reminder that markets can get irrational fast and that having a repeatable investment process matters when the noise gets loud.


    In this episode:

    00:00 - Allbirds' ditches shoes for AI

    07:47 - Why LIV Golf may be running out of runway

    14:39 - Bryce's new investment process

    18:40 - Using the four step stock checklist

    20:43 - DCFs, fair value and testing assumptions

    23:35 - Cooling-off periods and writing theses

    27:23 - Running the current portfolio through the framework

    31:12 - Why being directionally right matters more than perfect models


    ETFs & stocks mentioned: Allbirds (NASDAQ: BIRD), NVIDIA (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Pro Medicus (ASX: PME), Duolingo (NASDAQ: DUOL), Eli Lilly (NYSE: LLY), Axon Enterprise (NASDAQ: AXON), Electronic Arts (NASDAQ: EA)


    DCF (Discounted Cash Flow) Formula: a valuation method that determines an investment's current value by projecting its future cash flows and discounting them back to the present using a specific rate. It helps determine if an investment, project, or asset is worth its current cost, with primary applications in capital budgeting, company valuation, and stock analysis.


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.

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

    19 April 2026, 7:05 pm
  • 30 minutes 39 seconds
    4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge

    Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper?


    In this episode:

    00:00 – The $25K portfolio challenge explained

    00:39 – Meet the competitors (and one strategic absence?)

    03:11 – Market update: rallies, war, and oil shocks

    08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound

    13:59 – Cam’s portfolio: uranium pain, long-term conviction

    20:15 – Ally’s portfolio: biggest losses and tech pivot

    24:53 – Ren takes the lead (just) and shifts strategy

    29:24 – Final portfolios locked for the next quarter


    Stocks & ETFs mentioned:

    Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX)


    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.


    ———


    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)


    We’re particularly excited to share our latest show: Basis Points


    ———


    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.


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    Equity Mates Investing is a product of Equity Mates Media.

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

    16 April 2026, 7:05 pm
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