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 compelling income and portfolio protection.

In this episode:

00:00 – What the bond market is telling investors

04:31 – Why bond yields are rising around the world

08:31 – Government debt, deficits and fiscal sustainability

12:00 – Interest rate outlook: Australia and the US

15:50 – Warren Buffett's warning on higher rates

17:55 – AI euphoria vs bond market reality

20:59 – PIMCO's base case for the economy

23:48 – Why bonds are attractive again

33:31 – How investors can access fixed income today

Stocks & ETFs mentioned: PIMCO Short-Term Active Yield ETF (ASX: EARN), PIMCO Australian Bond Active ETF (ASX: PAUS), PIMCO Global Bond Active ETF (ASX: PGBF)

———

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.

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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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 your return.

In this episode:

00:00 – US-Iran peace deal confirmed

02:12 – How markets reacted: oil, stocks & gold

07:11 – Why long-term investors should ignore short-term panic

08:13 – SpaceX becomes the largest IPO in history

10:20 – IPOs explained: how they work and how they're priced

14:57 – The hidden risks of buying hot IPOs

21:42 – EOFY tax checklist for investors

27:30 – Avoiding common tax-time mistakes

ETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE)

Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/

Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains

Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 trends.

In this episode:

00:00 – Chris changes his view on Australian small caps

03:24 – Iran, the Strait of Hormuz and why energy matters

08:07 – Is Australia at the top of the rate cycle?

09:24 – Why Chris disagrees with consensus on US rates

13:54 – The real bubble is in bonds

19:17 – Will AI create a productivity boom?

24:07 – Positioning the portfolio for the AI race

31:23 – Australia's gas tax and energy policy debate

35:51 – Gold, central banks and sovereign reserves

41:23 – The most overlooked investment themes

43:47 – The best business Chris has ever seen: Tether

45:33 – Why Claude is his investing tool of choice

46:19 – Final investing advice: know your game 

ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US Dollar

For Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 & adjusting a core ETF portfolio.

In this episode:

00:00 – Inflation returns as a global concern

04:36 – Australian housing wobbles and bank shorts rise

07:37 – The latest update in the Warren Buffett quest

11:31 – Billboard & other ideas to get Buffett’s attention

17:19 - Mobilising the Equity Mates Community

21:11 – Core vs satellite portfolios explained

23:19 – DHHF vs building your own ETF portfolio

26:16 – Portfolio weighting, CGT events and hedging

ETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200)

Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 advantages, strong cultures and long runways for growth.

In this episode:

00:00 – Why Aoris runs a concentrated portfolio

02:22 – What “quality-first value investing” means

07:52 – Red flags and Aoris’ no-go zones

09:29 – Compass Group: The world's largest contract caterer

18:29 – Cintas: The boring compounder hiding in plain sight

25:06 – The importance of defining what not to buy

27:13 – Why Aoris avoids banks, mining, biotech and more

35:19 – Why only 15 stocks and lessons for investors

Thanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged).

Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/

ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA)

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 are pitched for the Equity Mates Community Portfolio.

In this episode:

00:00 — The $400 billion AI market stress test

01:31 — SpaceX IPO demand explodes

05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital

09:11 — Why IPO investors should slow down

10:40 — South Korea’s AI-fuelled bonus boom

14:13 — Bryce reveals his stock thesis cards

15:48 — Intuitive Surgical: thesis, risks and valuation

23:15 — Community Portfolio update and Bitcoin review

26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitch

ETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

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 idea to global healthcare platform. He shares what it was really like in the deal room, the early lessons from Koala and digital marketing, how GLP-1 medications transformed the business, why Australia needs better startup infrastructure, and what founders can learn about risk, ambition and building at scale.

In this episode:

00:00 – The $1.6 billion exit and signing day chaos

02:49 – Why Eucalyptus decided to sell

10:31 – The origins of Eucalyptus and early startup lessons

17:54 – Good businesses, bad businesses and portfolio thinking

26:34 – Building telehealth amid industry criticism

30:52 – How GLP-1s changed everything

40:53 – AI, startups and the next technology wave

47:50 – ESOPs, startup talent and the future of Australia’s ecosystem

ETFs and Stocks mentioned: Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Amazon (NASDAQ: AMZN), Netflix (NASDAQ: NFLX), Atlassian (NASDAQ: TEAM), Woolworths Group (ASX: WOW)

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

What did everyday Australian investors do when markets turned volatile in 2026? Using Betashares Direct data, Bryce and Ren unpack the ETFs, stocks and themes attracting the most capital. From buying the dip in quality companies to piling into leveraged ETFs, gold, critical minerals and defence, this episode reveals how retail investors navigated a year defined by geopolitical tensions, inflation concerns and market swings. 

In this episode:

00:00 – What Betashares Direct data reveals about Australian investors

01:09 – The most bought ETFs in 2026 so far

03:04 – Top individual stocks and the rise of buying the dip

06:08 – Auto-investing, market volatility and investor behaviour

08:16 – Bulls vs bears: leveraged ETFs, gold and inverse funds

12:01 – Critical minerals become the hottest thematic

15:02 – Defence spending and geopolitical investing trends

18:14 – Key lessons from retail investor behaviour

ETFs and Stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), BetaShares Nasdaq 100 ETF (ASX: NDQ), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Geared Australian Equities ETF (ASX: GEAR), CSL (ASX: CSL), Woodside Energy (ASX: WDS), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC), Pro Medicus (ASX: PME), Xero (ASX: XRO), Cochlear (ASX: COH), BetaShares Australian Equities Strong Bear ETF (ASX: BBOZ), BetaShares Energy Transition Metals ETF (ASX: XMET), Global X Copper Miners ETF (ASX: WIRE), BetaShares Global Uranium ETF (ASX: URNM), Lynas Rare Earths (ASX: LYC), BetaShares Global Defence ETF (ASX: ARMR)

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT.

In this episode:

00:00 – Property investing after the budget

08:41 – South Korea’s AI-fuelled stock market frenzy

12:49 – Community Question: Invest inside or outside super?

14:42 – The tax advantages of superannuation

16:25 – Flexibility, FIRE and accessing your money early

19:00 – Contribution caps, balance limits and Div 296

23:15 – Life-stage considerations when building wealth

24:34 – Pimp My Portfolio with Owen Rask and community member Marty

Stocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT)

How I Got Started Newsletter: https://getstartedinvesting.beehiiv.com/ 

Newsletter Sign Up: https://equitymates.com/join-our-newsletters/ 

———

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

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise.

In this episode:

00:00 — Why tax changes shouldn’t derail good investing

00:55 — Budget changes and the pressure on family trusts

05:14 — Capital gains tax: overreaction or real risk?

09:01 — How accumulators should think about structures

15:31 — Has the case for investment property changed?

17:22 — Property, leverage and negative gearing

19:23 — Global equities, AI and portfolio positioning

23:14 — Why Australian equities look less compelling

25:01 — Private credit and understanding the risks

28:14 — Infrastructure’s role in portfolios

32:49 — Charlie’s key actions for investors this year

If you would like to speak to Charlie or any of his team head to equitymates.com/advice and we will put you in touch.

Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).

———

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

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Research reports from Good Research
• Track your portfolio with Sharesight

———

Equity Mates Investing is a product of Equity Mates Media.

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

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 saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost.

In this episode:

00:00 - May: The month of portfolio changes

01:49 - News & markets driving these changes

03:21 - Portfolio performance overviews

05:53 - Bryce’s thesis cards and portfolio sells

12:00 - Ren trims down his individual stocks

15:54 - Active managers vs index ETFs discussion

21:29 - Bryce’s full portfolio breakdown

26:27 - Ren’s full portfolio breakdown

Stocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS)

Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/

Resources Reference: Dr David Allen Interview on Equity Mates.

———

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

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Research reports from Good Research
• Track your portfolio with Sharesight

———

Equity Mates Investing is a product of Equity Mates Media.

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