Equity Mates Investing Podcast

Equity Mates Media

Investing made simple, delivered in layman's terms

  • 34 minutes 28 seconds
    Bryce’s top 5 healthcare picks, 2 quality additions to the Community Portfolio & Gen Z’s $6 billion boom

    In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.


    0:00 The Gen Z $6b boom

    5:30 How to invest in the trend

    7:20 Building a healthcare portfolio

    8:40 Eli Lilly & GLP-1 dominance

    10:30 ProMedicus & Intuitive Surgical

    14:05 TransMedics & CSL breakdown

    20:50 Community portfolio updates + Ashleigh's Caterpillar pitch


    Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)


    ———


    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.

    18 March 2026, 6:05 pm
  • 43 minutes 37 seconds
    Ask an Adviser: Why building wealth starts with cash flow - Alex Luck

    Financial adviser Alex Luck (Everest Wealth) explains why cashflow is the most overlooked lever in personal finance, how most people miscalculate what they actually save, and the simple systems that can unlock hundreds more per month to invest.


    In this episode:

    0:00 Why cashflow is the foundation of every financial plan

    4:45 The truth about what people think they save vs reality

    11:40 The bucket system: a simple way to manage spending

    18:20 Setting up accounts for couples and avoiding money arguments

    24:25 Why improving cashflow can bring financial goals forward years

    27:23 Tax optimisation: salary packaging, novated leases & common mistakes

    36:43 Super, trusts and structuring your investments properly


    ———


    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.

    16 March 2026, 6:05 pm
  • 29 minutes 53 seconds
    We're panic buying & the most bullish Mr Beat Up yet

    Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?


    Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


    You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


    Leave inspired, better informed, and ready to take the next step on your investing journey.


    Register your interest for early bird tickets at equitymates.com/finfest


    In this episode:

    00:00 Why markets panicked last week (and why we were buying)

    02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears

    05:06 The real lesson: market drops happen more often than you think

    07:42 Why simple investing strategies beat panic selling

    09:09 Panic buying: how we approached the dip

    10:21 Mr. Beat Up returns: analysing an 80% stock crash

    14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)

    17:12 Does Duolingo actually have a moat?

    24:57 Valuation check: is the stock now mispriced?


    Clip featured from Bloomberg News, watch the full interview here.


    ———

    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.

    15 March 2026, 6:05 pm
  • 40 minutes 9 seconds
    What an AI-Powered Future Could Look Like with Alex Pollak

    Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.


    This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.


    If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.


    In this episode:

    00:00 Why now is the time to talk AI disruption again

    2:49 Alex Pollak joins: from journalism to investing

    6:58 Nvidia, AI winners and the software selloff

    12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from

    22:55 Humanoid robots, robo-taxis and other big AI predictions

    34:35 Skynet, existential risk and the darker side of AI

    36:03 The best company Alex has ever seen

    37:15 Podcasts, resources and advice for young investors


    Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)


    ———


    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.

    12 March 2026, 6:05 pm
  • 28 minutes 16 seconds
    McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell

    McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.


    PLUS: Calling all bulls, bears and party animals!


    The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.


    Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


    You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


    Leave inspired, better informed, and ready to take the next step on your investing journey.


    Register your interest for early bird tickets at equitymates.com/finfest


    In this episode:

    00:00 FinFest 2026 announcement!

    3:00 McDonald's dethroned by Mixue: The rise of bubble tea

    7:04 Mixue’s business model vs McDonald’s

    9:15 The "Halo Trade" & the battle of boring stocks

    11:00 Why boring stocks are outperforming tech

    13:10 Investors are panicked over AI disruption

    16:30 Opportunity cost: When to sell a stock

    23:00 When should you cut losses in your portfolio?


    Stocks & ETFs mentioned in this episode:

    McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).


    ———


    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.

    11 March 2026, 6:05 pm
  • 54 minutes 10 seconds
    War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity

    AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.


    Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.


    In this episode:

    00:00 What Australia can learn from New York, Hong Kong and global markets

    5:08 Iran, geopolitics and whether portfolios should change

    10:36 Why AI disruption is bullish

    17:39 Has software bottomed? Where AI is really creating winners and losers

    22:13 Real-world AI productivity: from freight to finance

    33:49 Building portfolios for the truly long term

    42:55 The best businesses, best resources and advice for young investors


    Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).


    ———


    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.

    9 March 2026, 6:05 pm
  • 38 minutes 16 seconds
    Don’t panic sell, an Aussie minerals community stock pick & Emerging markets 101

    There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.


    In this episode:

    00:00 Iran, markets and why you shouldn’t panic sell

    6:14 Australian GDP: when good news is bad news

    7:59 Tim Wilson’s BBOZ disaster

    10:47 Community Portfolio update: first sale + where performance sits

    13:22 James pitches LinQ Minerals (LNQ)

    19:21 Emerging Markets 101: what they are and why they’re ripping

    34:55 How to invest in emerging markets without doubling up


    Stocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).


    ———


    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.

    8 March 2026, 6:05 pm
  • 42 minutes 44 seconds
    4 steps to find winning software stocks with Ben Arnold

    What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?


    Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.


    In this episode:

    00:00:00 Investing Beyond The Mag Seven

    00:03:34 AI Spending: Boom Or Bubble?

    00:10:01 Why This Isn’t Another Dotcom

    00:19:32 Finding Opportunities At Market Highs

    00:25:31 Two Global Stocks With Upside

    00:36:51 One Exceptional Company Explained


    Links Mentioned: 🎧 listen to our interview with Portfolio Manager Frank Thormann from Sept, 2025 


    Stocks and ETFs mentioned:

    Schroder Global Equity Alpha Fund (ASX: ALPH)

    Oracle Corporation (NYSE: ORCL)

    Alphabet Inc. (NASDAQ: GOOGL)

    Microsoft Corporation (NASDAQ: MSFT)

    Amazon.com, Inc. (NASDAQ: AMZN)

    NVIDIA Corporation (NASDAQ: NVDA)

    Broadcom Inc. (NASDAQ: AVGO)

    Arista Networks, Inc. (NYSE: ANET)

    Monster Beverage Corporation (NASDAQ: MNST)

    Morgan Stanley (NYSE: MS)

    Tesco PLC (LSE: TSCO)

    GSK plc (LSE: GSK)

    AstraZeneca PLC (LSE: AZN)

    Commonwealth Bank of Australia (ASX: CBA)

    Tapestry, Inc. (NYSE: TPR)

    Zoom Communications, Inc. (NASDAQ: ZM)


    ————


    This episode is sponsored by Schroders.

    You can also find information on investing in the Schroder Global Equity Alpha Fund (ASX: ALPH) here.

    ————

    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 March 2026, 6:01 pm
  • 33 minutes 27 seconds
    The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram

    A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.


    In this episode:

    00:00 eBay stalking scandal: what happened

    07:14 eBay fallout: pleas, severance, board governance

    09:23 RAMageddon: what DRAM is and why AI is driving shortage

    14:18 Winners: DRAM stocks ripping 

    17:28 Phones + broader electronics inflation pressures

    20:49 Pimp My Portfolio: Maddison + Matt Ingram

    21:15 Portfolio breakdown (index ETFs, thematics, stocks)

    26:56 Core simplification 

    27:42 Thematics: what to drop, what to consider

    31:24 DCA + using gains for life flexibility


    Stocks and ETFs mentioned: eBay (NASDAQ:EBAY), Micron Technology (NASDAQ:MU), SK Hynix (KRX:000660), Samsung Electronics (KRX:005930), Tesla (NASDAQ:TSLA), NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Betashares Diversified All Growth ETF (ASX:DHHF), Betashares Asia Technology Tigers ETF (ASX:ASIA), Betashares Global Cybersecurity ETF (ASX:HACK), Betashares Sustainability Leaders ETF (ASX:ETHI), VanEck FANG+ ETF (ASX:FANG), Vanguard Total US Market ETF (NYSE:VTI), Vanguard US Total Market Shares Index ETF (ASX:VTS), Vanguard MSCI Index International Shares ETF (ASX:VGS), BetaShares Australia 200 ETF (ASX:A200), BetaShares NASDAQ 100 ETF (ASX:NDQ).


    ———


    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 March 2026, 6:05 pm
  • 43 minutes 25 seconds
    Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green

    Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.


    In this episode:

    00:00 – King of the Case Study turns calculator builder

    02:41 – Debt Recycling Explained (30 Seconds or Less)

    05:25 – Is Debt Recycling More Risky?

    11:10 – Who Is Debt Recycling Actually For?

    14:04 – Worked Example: Plugging Numbers Into the Calculator

    26:15 – Quickfire: Tax Brackets & Benefits

    29:46 – Common Mistakes To Avoid

    40:29 – The One Thing Most Australians Get Wrong

    41:57 – Free Calculator + How To Speak To Dylan


    👉 Try Dylan's calculator here.

    👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/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. 


    ———


    Equity Mates Investing is a product of Equity Mates Media. 

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

    2 March 2026, 6:05 pm
  • 39 minutes 26 seconds
    Our Monthly Portfolio Update - February 2026

    Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.


    In this episode:

    0:00 Monthly portfolio check-in format + what’s changing

    1:50 Sharesight setup + why we track this way

    2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly

    11:09 Bryce performance: best/worst positions (and Bitcoin pain)

    12:11 Ren update: weekly DCA core + starting debt recycling

    15:41 Ren performance + stock portfolio winners/losers

    21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeve


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


    Stocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).


    ———


    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.

    1 March 2026, 6:05 pm
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