Equity Mates Investing Podcast

Equity Mates Media

Investing made simple, delivered in layman's terms

  • 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.


    ———


    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
  • 29 minutes 16 seconds
    Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive

    Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young.


    In this episode:

    00:00 Episode Preview & Intro

    01:46 Iran War Market Impact

    04:44 Aston Martin Crisis Explained

    08:10 Luxury Brands: Winners vs Losers

    09:10 Community Portfolio

    09:42 Portfolio Performance Update

    11:59 Josh’s Investing Story & Pitch

    13:28 EV ETF Pitch (DRIV)

    13:56 EV Demand Data

    16:21 Risks of the EV Boom

    18:29 Pimp My Portfolio with Luke Laretive

    19:13 Lachie's Portfolio Breakdown

    21:02 Luke's First Impressions

    22:01 Infratil (IFT) Deep Dive

    24:24 Other Stock Picks Critiqued

    26:15 ETF Fees and Overlap Discussed

    27:20 Final Thoughts & Wrap Up


    Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)


    ———


    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 April 2026, 7:05 pm
  • 35 minutes 32 seconds
    Ask an Adviser: Why earlier is better for life insurance with Phil Thompson

    You’re working hard to build wealth, but what happens if you can’t earn an income tomorrow? In this episode, we go deep on life insurance, income protection, and everything in between with insurance specialist Phil Thompson (Skye Wealth). From real-life claims to common mistakes (including relying on super), this is a practical guide to protecting your biggest asset: your ability to earn.


    If you'd like to speak to Phil or anyone on our advice network head to https://equitymates.com/advice/


    In this episode:

    00:00 – Why protecting wealth matters

    00:40 – Meet insurance specialist Phil Thompson

    02:37 – Real-life claim: tragedy, and why insurance matters

    06:50 – The biggest mistake: relying on super

    10:07 – DIY vs advisor: what you’re missing

    13:14 – Mistakes advisors make (yes, really)

    16:44 – Case study: 36-year-old with kids and a mortgage

    27:12 – Super vs outside super: how to pay smarter


    ———


    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.

    13 April 2026, 7:05 pm
  • 29 minutes 4 seconds
    Wall Street’s secret agent, talking super with your parents & Buy or Sell is back

    Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there’s still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman’s audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.


    Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts.


    In this episode:

    00:00 War, Markets & Big Stories

    04:05 Bill Ackman’s Music Industry Bet

    05:51 Wild Wall St Analyst Spy Mission

    12:26 Community question: How to talk to parents about Super

    19:06 Buy or Sell Is Returning

    21:10 Buy or Sell: DroneShield

    22:27 Buy or Sell: Guzman y Gomez

    23:27 Buy or Sell: NextDC

    24:39 Buy or Sell: Liberty Media

    26:07 Buy or Sell: Dealer's Choice


    Stocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)


    ———


    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 April 2026, 7:05 pm
  • 41 minutes 57 seconds
    Finding opportunities in well-known names with Ryan Joyce

    Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats.


    In this episode:

    00:00 – Why the best investments can be hiding in plain sight

    01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com

    04:08 – Magellan’s philosophy: quality, concentration and valuation discipline

    07:18 – Why big, well-known stocks still get mispriced

    10:57 – Finding an edge when everyone has the same information

    17:01 – Portfolio balance, volatility and stock selection

    18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies

    38:14 – Apple, investing resources and Ryan’s advice for young investors


    ETFs & Stocks mentioned:

    Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)


    ———

    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 April 2026, 7:05 pm
  • 31 minutes
    Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch

    While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio.


    In this episode:

    00:00 Market Shake-up: Housing, War & Super Changes

    02:13 Auction Clearance Rates Plunge: What’s Driving It?

    04:08 Will Australian Property Fall in 2026?

    04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk

    07:01 Australia's Fuel Supply Warning

    07:45 E-Bike Demand Surge

    08:36 AustralianSuper Portfolio Changes Explained

    11:35 X Marks the Stock Returns

    12:40 Bill Ackman Sparks Fannie & Freddie Frenzy

    16:35 The X Hype Stocks: Space, AI & Infrastructure Plays

    23:49 Community Portfolio 'No Brainer' Pitch

    25:31 Ash Pitches Alphabet

    27:09 Why Alphabet Still Wins

    28:15 Apple vs Google Debate

    28:52 Community Portfolio Decision: Buy or Pass?


    ETFs & Stocks mentioned in this episode:

    CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)


    ———


    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 April 2026, 7:05 pm
  • 49 minutes
    “There’s always a bull market somewhere in small caps” - Tobias Bucks

    If the last decade was about buying growth at any price, this episode is a reminder that valuations still matter. Tobias Bucks (Ausbil) returns to Equity Mates to explain why the next winners may come from overlooked global small caps tied to electrification, defence, data centres and the rebuild of the grid.


    In this episode:

    0:00 What Tobias has changed his mind on

    3:14 Growth investing biases and why valuation matters

    9:04 Where the bull markets still exist in small caps

    12:04 AI infrastructure boom: are we near peak CapEx?

    18:03 Tobias’ investing process: finding quality small caps

    25:25 Stock deep dive: Mueller Industries

    36:06 Stock deep dive: NKT


    ETFs & Stocks mentioned: Trade Desk (NASDAQ: TTD), Ausbil Global Small Caps Fund, Ausbil Global Small Cap ETF, Mueller Industries (NYSE: MLI), NKT (CPH: NKT), Alphabet (NASDAQ: GOOGL), Oracle (NYSE: ORCL), NVIDIA (NASDAQ: NVDA), Prysmian (BIT: PRY), Nexans (EPA: NEX), S&P 500 Index (INDEXSP: INX)


    This episode features insights from Ausbil Investment Management. Please refer to Ausbil’s disclaimer 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.

    6 April 2026, 7:05 pm
  • 29 minutes 9 seconds
    Koala, SpaceX, Eli Lilly, Nike, Anthropic & Pimp my Portfolio with Owen Rask

    A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio.


    In this episode:

    00:00 Koala IPO Breakdown

    02:57 SpaceX IPO Speculation

    04:36 Eli Lilly Weight Loss Pill

    06:17 Nike Stock Drops Hard

    07:36 Anthropic Code Leak Shock

    09:39 Iran Conflict Market Impact

    10:33 Why You Stay Invested

    13:21 Pimp My Portfolio with Owen Rask

    13:52 John’s Portfolio Breakdown

    16:53 Owen’s First Impressions

    18:22 Concentration Risk Explained

    20:28 Bond ETF Strategy

    22:03 Portfolio Growth Focus

    23:35 Gold & Defence Strategy

    26:22 Geographic Diversification


    Stocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin


    ———


    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.

    5 April 2026, 7:05 pm
  • 36 minutes 5 seconds
    The Safest Money Moves Ever Made (They hid $350 billion of gold)

    What does Winston Churchill, Fort Knox, a billion-dollar shipwreck and the invention of money have in common? In this episode, Bryce, Ren, Mr Beat Up (aka Simon) and team member Ned go deep on some of history’s wildest “safe money moves” and land on the one idea that made every investment possible.


    In this episode:

    1:33 Operation Fish: Churchill moves Britain’s gold to Canada

    7:34 Fort Knox: America’s gold vault and the conspiracy theories

    15:21 Volvo EX90

    16:05 The Atocha: the most valuable shipwreck ever recovered

    24:50 The invention of money: from barter to banknotes

    33:45 Voting on the safest money move of all time


    This episode has been sponsored by the Volvo EX90 - designed to be the safest Volvo ever made. Book a test drive today at volvo.com/au


    ———


    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 April 2026, 6:05 pm
  • 31 minutes 36 seconds
    Our Monthly Portfolio Update - March 2026

    Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work.


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


    In this episode:

    00:00 Monthly Portfolio Recap

    00:50 Market Drop & Macro Context

    02:15 Waymo Growth & Robo Taxis

    04:36 Portfolio Tracking With Sharesight

    05:36 Ren’s ETF Strategy & DCA

    07:22 Bryce’s ETF Allocation Strategy

    09:20 Ren’s Portfolio Performance

    10:42 Bryce’s Portfolio Performance

    15:05 Why Portfolio Construction Matters

    16:11 Deploying Cash In A Downturn

    17:50 Cutting Stocks Is Hard

    19:51 Bryce’s Recent Stock Additions

    23:59 Ren’s Borrow-To-Invest Strategy

    29:50 Lessons From A Tough Month


    Stocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)


    ———


    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 April 2026, 6:05 pm
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