Equity Mates Investing Podcast

Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners. In this episode: 00:00 Is the AI Boom Sustainable? 03:52 Big Tech’s Trillion-Dollar AI Bet 06:58 AI Revenue Is Surging 09:17 Who’s Funding the AI Boom? 12:19 The World Needs More Compute 15:55 Why AI Stocks Swing Wildly 20:01 Can AI Earnings Last? 24:37 China’s AI Threat 29:36 AI’s Battle for Your Ecosystem 33:10 Did Apple Miss AI? 37:40 Best Ways to Invest 42:35 Protecting Against an AI Bust ETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR). ——— 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.

Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening… In this episode: 00:00 - Bryce’s holiday recap & a wild month in markets 04:20 - The AI trade gets a reality check 08:48 - Leverage, margin calls & Leopold Aschenbrenner 12:30 - Is the AI spending boom sustainable? 14:48 - Earnings season delivers blockbuster numbers 21:46 - The companies crushing expectations 25:34 - Iran, inflation & the global macro picture 28:44 - Australia: rates, property prices & staying invested Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), SpaceX, Oracle (NYSE: ORCL), Samsung Electronics, SK Hynix, Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Caterpillar (NYSE: CAT), GE Vernova (NYSE: GEV), MercadoLibre (NASDAQ: MELI), Palantir (NASDAQ: PLTR), IBM (NYSE: IBM), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Betashares Global Banks ETF (ASX: BNKS), JPMorgan Chase (NYSE: JPM), Goldman Sachs (NYSE: GS), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX) Finfest 2026 Tickets still available, to secure yours head to https://equitymates.com/finfest-2026/ Check out our NEW SHOW: How I Got Started - https://equitymates.com/series/how-i-got-started/ + Plus, check our our NEW CHANNEL: Equity Mates Explains - https://www.youtube.com/@EquityMatesExplains ——— 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.

Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models will become commoditised, and how investors should think about semiconductors, disruption and portfolio construction as the AI race evolves. In this episode: 00:00 – Has AI moved beyond the bubble debate? 03:03 – Why semiconductor stocks are falling despite record AI spending 09:10 – The bond market, debt and funding the AI buildout 14:31 – Will AI models commoditise or remain valuable? 21:01 – The AI arms race and the prisoner's dilemma 24:43 – Meta, Oracle and the next phase of AI infrastructure 27:12 – How Loftus Peak is managing disruption investing today 34:38 – Beyond AI: biotech, batteries and the next wave of disruption Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), OpenAI, Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), AMD (NASDAQ: AMD), Broadcom (NASDAQ: AVGO), ASML (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), SpaceX, Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY), CATL, Walmart (NYSE: WMT), John Deere (NYSE: DE) This episode has been sponsored by Loftus Peak - https://www.loftuspeak.com.au/ Support from partners like Loftus Peak help us keep all our content free. If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here: https://www.loftuspeak.com.au/loftus-peak-global-disruption-active-etf/ ——— 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 rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the next decade. From luxury brands to Formula One, VIP experiences & ultra-premium travel, they explore where the world's wealthiest are directing their money, the companies positioned to benefit, and the risks investors need to watch. In this episode: 00:00 – Why wealth inequality is creating a luxury boom 03:54 – The numbers behind the luxury economy 09:50 – From luxury goods to luxury experiences 15:02 – Why the US is replacing China as luxury's growth engine 17:53 – The biggest risks facing luxury investing 24:41 – Listed luxury brands and experience businesses 30:33 – Why luxury ETFs have struggled 33:34 – Final takeaways from The Decade Ahead series Stocks & ETFs Mentioned: LVMH (EPA: MC), Hermès (EPA: RMS), Ferrari (NYSE: RACE), Prada (HKG: 1913), Christian Dior (EPA: CDI), Richemont (SWX: CFR), Formula One Group (NASDAQ: FWONK), Madison Square Garden Sports (NYSE: MSGS), Madison Square Garden Entertainment (NYSE: MSGE), Live Nation Entertainment (NYSE: LYV), Viking Holdings (NYSE: VIK), Ten Lifestyle Group (LSE: TENG), Berkshire Hathaway (NYSE: BRK.B), SpaceX, Google (NASDAQ: GOOGL) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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 world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and gene-edited crops, this episode explores the technologies transforming agriculture. Bryce & Ren unpack why AgTech could become one of the defining investment themes of the next decade, the companies leading the charge, and the risks investors need to understand before backing the future of farming. In this episode: 00:00 – Why agriculture is one of the decade's biggest opportunities 03:47 – Agricultural innovation & feeding a growing population 05:41 – AI, robotics & smart farming transform the paddock 13:19 – Genetics, CRISPR & the next generation of high-yield crops 15:57 – Cold chains: the overlooked technology reducing food waste 17:52 – The biggest risks facing agriculture and AgTech investors 25:31 – Companies & ETFs investing in the future of agriculture 31:55 – Final thoughts: where investors should look for opportunity Stocks & ETFs Mentioned: John Deere (NYSE: DE), Kubota (TSE: 6326), Trimble (NASDAQ: TRMB), Corteva Agriscience (NYSE: CTVA), Bayer (XETRA: BAYN), Betashares Global Agriculture ETF (ASX: FOOD), VanEck Agribusiness ETF (NYSE: MOO), iShares MSCI Global Agriculture Producers ETF (NYSE: VEGI), Global X AgTech & Food Innovation ETF (NASDAQ: KROP) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anthropic's Mythos uncovering thousands of software vulnerabilities to the rise of cloud security and identity protection, they unpack the trends driving billions of dollars in cybersecurity spending and the companies positioned to benefit. In this episode: 00:00 – Why cybersecurity is entering a new era 02:57 – How AI is transforming cybercrime & cyber defence 08:57 – The biggest growth drivers over the next decade 15:19 – The risks investors need to understand 19:01 – The best ETFs for cybersecurity exposure 21:46 – The leading cybersecurity companies 24:42 – Key investing takeaways Stocks & ETFs Mentioned: Betashares Global Cybersecurity ETF (ASX: HACK), Global X Cybersecurity ETF (ASX: BUGG), First Trust NASDAQ Cybersecurity ETF (NASDAQ: CIBR), Broadcom (NASDAQ: AVGO), Palo Alto Networks (NASDAQ: PANW), CrowdStrike (NASDAQ: CRWD), Cisco (NASDAQ: CSCO), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Anthropic, Mozilla, Firefox, CyberArk (NASDAQ: CYBR), Centra (ASX: SEN), Macquarie Technology Group (ASX: MAQ). This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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 global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the centre of gravity of economic growth is expected to shift towards India, Southeast Asia and Latin America as hundreds of millions more people emerge into the middle class. In this episode, Bryce and Ren unpack the structural forces behind this shift, the industries set to benefit, the risks investors should watch, and the companies and ETFs offering exposure to one of the decade's biggest investment themes. In this episode: 00:00 Why the emerging middle class matters now 01:38 How the global middle class is defined 03:34 India: The next engine of middle class growth 06:28 Southeast Asia's economic transformation 10:30 Latin America's opportunity and challenges 12:18 Where the money will be spent 18:54 The biggest risks to the theme 23:55 Companies to watch across emerging markets 35:43 ETFs and final investment takeaways Stocks & ETFs Mentioned: Mastercard (NYSE: MA), Visa (NYSE: V), Reliance Industries (NSE: RELIANCE), HDFC Bank (NYSE: HDB), Grab Holdings (NASDAQ: GRAB), Sea Limited (NYSE: SE), Mercado Libre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Unilever (LSE: ULVR), Nestlé (SWX: NESN), Procter & Gamble (NYSE: PG), Colgate-Palmolive (NYSE: CL), Diageo (LSE: DGE), Standard Chartered (LSE: STAN), Tencent (HKEX: 0700), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Vale (NYSE: VALE), Petrobras (NYSE: PBR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), iShares MSCI Emerging Markets ETF (ASX: IEM), iShares Latin America 40 ETF (NYSEARCA: ILF) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Basis Points: Investing in India’s Future – with Mugunthan Siva of India Avenue | https://equitymates.com/episode/basis-points-investing-in-indias-future-with-mugunthan-siva-of-india-avenue/ ——— 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.

AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce and Ren explore why robotics could become the next frontier of the AI revolution. They unpack the companies leading the charge, the investment opportunities emerging, and what investors should watch as AI moves beyond the chatbot and into everyday life. In this episode: 00:00 – Why robotics is the next AI revolution 03:02 – The size of the AI and robotics opportunity 05:59 – Nvidia and the race towards physical AI 12:04 – Can AI justify the trillions being invested? 20:08 – Where robots are already changing the real world 31:33 – Investing in AI & robotics: companies to watch 38:33 – ETFs for AI & robotics exposure 39:51 – Final investor takeaways for the decade ahead Stocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Taiwan Semiconductor Manufacturing (NYSE: TSM), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META), Berkshire Hathaway (NYSE: BRK.B), ABB (NYSE: ABB), Fanuc Corp (TYO: 6954), Keyence (TYO: 6861), Hyundai Motor (KRX: 005380), SoftBank Group (TYO: 9984), Deere & Co (NYSE: DE), Intuitive Surgical (NASDAQ: ISRG), Global X Artificial Intelligence ETF (ASX: GXAI), Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ), iShares Future AI & Tech ETF (NYSEARCA: ARTY) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors. In this episode: 00:00 – Why digital entertainment is booming 02:56 – Emerging markets and the rise of the global middle class 04:16 – Mobile gaming becomes the biggest force in gaming 08:13 – How AI is changing streaming and entertainment 10:09 – Advertising, gaming economics and industry growth 18:01 – Key investment risks and competitive pressures 22:26 – Stocks to watch across streaming, gaming and music 30:37 – ETFs and final investing takeaways Stocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V) This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure. In this episode: 00:00 – Why electrification is the defining trend of the next decade 03:59 – The four critical minerals: copper, lithium, nickel and cobalt 08:25 – The biggest growth drivers: EVs, batteries and emerging markets 12:48 – AI and data centres are driving electricity demand higher 16:11 – Investment opportunities across Australian miners 23:27 – ETFs for investing in the electrification theme 24:22 – How Bryce and Ren are approaching the opportunity 27:07 – Final thoughts on Australia’s green metals future Stocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG) ——— 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.

There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in the world. In this episode of The Decade Ahead , Bryce and Ren unpack the trends driving the boom, the companies positioned to benefit, and whether this is a theme investors should be watching over the next decade. In this episode: 00:00 - Why the pet economy is booming 03:50 - Australia's pet population and spending habits 07:18 - Why younger generations are choosing pets over kids 11:56 - Where the money is going in pet care 16:44 - Australia's biggest pet businesses 21:51 - The trends driving the next decade of pet care 24:35 - Risks investors should consider 25:57 - How to invest in the pet care theme Stocks & ETFs Mentioned: Ebos Group (ASX: EBO), Nestlé (SIX: NESN), Colgate-Palmolive (NYSE: CL), Freshpet (NASDAQ: FRPT), Zoetis (NYSE: ZTS), IDEXX Laboratories (NASDAQ: IDXX), Chewy (NYSE: CHWY), ProShares Pet Care ETF (BATS: PAWZ), Mastercard (NYSE: MA) This episode of The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores the trends reshaping healthcare, the companies leading the charge, and how investors can gain exposure to one of the world's fastest-growing industries. In this episode: 00:00 – Why longevity is becoming a major investment theme 03:16 – The $3.5 trillion biotech opportunity & the rise of the longevity economy 07:58 – AI, peptides & personalised medicine driving medical breakthroughs 14:56 – The risks: regulation, clinical trial failures & tariffs 17:47 – Partner message from ANZ Business Start Right 19:22 – The biggest opportunities in biotech over the next decade 20:25 – The companies leading the biotech revolution 27:13 – ETFs and how to invest in Biotech & Longevity Stocks & ETFs Mentioned: CSL (ASX: CSL), Pfizer (NYSE: PFE), Merck (NYSE: MRK), Johnson & Johnson (NYSE: JNJ), Roche, AstraZeneca (LSE: AZN), AbbVie (NYSE: ABBV), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Vertex Pharmaceuticals (NASDAQ: VRTX), Regeneron Pharmaceuticals (NASDAQ: REGN), Moderna (NASDAQ: MRNA), BioNTech (NASDAQ: BNTX), Unity Biotechnology (NASDAQ: UBX), BioAge Labs (NASDAQ: BIOA), Recursion Pharmaceuticals (NASDAQ: RXRX), ResMed (ASX: RMD), Cochlear (ASX: COH), Sonic Healthcare (ASX: SHL), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Mesoblast (ASX: MSB), VanEck Global Healthcare Leaders ETF (ASX: HLTH), iShares Global Healthcare ETF (ASX: IXJ), Betashares Global Healthcare Currency Hedged ETF (ASX: DRUG), iShares U.S. Pharmaceuticals ETF, iShares Biotechnology ETF (NYSEARCA: IBB), SPDR S&P Biotech ETF (NYSEARCA: XBI), ARK Genomic Revolution ETF (BATS: ARKG), Range Cancer Therapeutics ETF (CANC) This episode of The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport. In this episode: 00:00 - EV Adoption Has Reached a Tipping Point 07:17 - Why Robotaxis are the Next Chapter of the EV Story 09:25 - Understanding the Six Levels of Autonomous Driving 14:22 - Waymo, Tesla and the Global Robotaxi Race 22:33 - The Biggest Risks: Technology, Regulation and Trust 29:47 - Investing in Robotaxis: Companies and ETFs to Watch 35:20 - Will Australia Keep Up? Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX). This episode of The Decade Ahead is brought to you by ANZ Business Start Right https://www.anz.com.au/business/business-hub/starting-business/start-right/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) 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.

Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explaining what really drives the gold price, why investors misunderstand its role in a portfolio, and whether Bitcoin deserves to be called digital gold. In this episode: 00:00 Introduction 02:29 Jordan's Investment Journey 05:58 Inside the Gold Frenzy 09:00 Why Gold Fell 13:44 What Drives Gold Prices 16:41 Why Gold Still Matters 24:41 Long-Term Gold Demand 31:01 Gold in Your Portfolio 34:27 Bitcoin Versus Gold 39:51 Ways to Invest in Gold 42:23 Final Advice for Investors Thanks to ABC Bullion for sponsoring this episode and helping to keep our content free. Listeners can learn more about ABC Bullion and access the precious metals market 24/7 via www.abcbullion.com. ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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.

Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead. In this episode: 00:00 – Portfolio update & Big Announcement 02:58 – June market recap & what moved global markets 06:43 – Bryce’s portfolio: healthcare rebound & standout performers 14:24 – Ren’s portfolio: deploying capital into active managers 18:02 – Can active managers beat the index? 22:58 – Bryce’s full portfolio breakdown 25:50 – Ren’s full portfolio breakdown 30:10 – What's Next & The Decade Ahead preview Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Taiwan Semiconductor Manufacturing Company (NYSE: TSMC), Catapult Group (ASX: CAT), Shopify (NASDAQ: SHOP), Spotify (NYSE: SPOT), Mercado Libre (NASDAQ: MELI), Macquarie Group (ASX: MQG), Sea Limited (NYSE: SE), QXO (NYSE: QXO), ASX: G200, ASX: GGUS, ASX: IVV, ASX: VAE, ASX: VEQ, Betashares Global Banks ETF (ASX: BNKS), Betashares Japan ETF (ASX: HJPN), Betashares Gold Bullion ETF Currency Hedged (ASX: QAU), ASX: WIRE, ASX: GHHF, ASX: EXUS, ASX: BEMG, ASX: ECRD, ASX: ROYL, ASX: CIIH, ASX: ASIA, Five V Capital Horizons, Schroders Specialist Private Equity Fund, Hamilton Lane Global Private Equity, Plato Global Alpha, Monroe Global Growth, Loftus Peak Global Disruption, Monroe Small & Mid Caps, Ophir Global Opportunities Fund, Seneca Australian Small Companies Fund, Fairlight Small & Mid Cap Fund. Get ahead this tax season. Sign up to Sharesight now and Save 4 months when you purchase an annual paid plan: https://www.sharesight.com/equitymates ——— 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.

Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink. Whether you agree or disagree, this conversation challenges some of Australia's biggest economic assumptions. In this episode: 00:00 Welcome Alan 02:30 Why Housing Must Change 05:40 Housing Supply Solutions 09:06 Immigration And Housing 13:05 Fixing Childcare 19:11 Net Zero Reality 22:02 Preparing For Warming 26:18 AI Government Blind Spot 30:23 AI's Business Economics 33:19 Government's Bigger Role 🎟️ FinFest 2026 is coming! Join over 2,000 investors at Carriageworks, Sydney on 24 October. Grab your tickets: https://equitymates.com/finfest ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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.

Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one). In this episode: 00:00 – Meta’s prediction markets play 04:55 – Oil prices & what it means for petrol prices 08:24 – Community Portfolio: halfway performance review 11:46 – Biggest winners, biggest losers & portfolio decisions 14:17 – Should the Community Portfolio sell Bitcoin? 15:56 – The latest update in our quest to get Warren Buffett on the pod 21:23 – The Decade Ahead series tease Stocks & ETFs Mentioned: Meta Platforms (NASDAQ: META), Brent Crude (ICE: BRN), West Texas Intermediate (WTI), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Alphabet (NASDAQ: GOOGL), Bitcoin, PWR Holdings (ASX: PWH), ResMed (ASX: RMD), NanoVue, PlaySide Studios (ASX: PLY), Link Minerals, GE Vernova (NYSE: GEV), Taiwan Semiconductor Manufacturing Company (NYSE: TSM) 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. ——— To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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.

Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the world’s most important metals. In this episode: 00:00 – Why copper is becoming critical to the global economy 02:05 – Introducing William Taylor | ETF Shares 04:09 – AI, data centres and the new source of copper demand 07:43 – Urbanisation, emerging markets and long-term demand growth 10:12 – The global copper supply bottleneck 16:21 – Copper prices, cycles and the investment outlook 27:29 – Why invest in a copper ETF rather than individual miners? 31:15 – Inside ETF Shares’ CPPR copper ETF ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW) To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au . ——— To check out LendUs head to https://www.lendus.com.au/equitymates 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.

Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation. Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all. In this episode: 00:00 – Australian property market shows signs of cooling 02:42 – SMSF property tax concessions under pressure 04:39 – Auction clearance rates fall below 50% 08:17 – UK political turmoil and another Prime Minister resignation 11:12 – WiseTech, founder risk and the Richard White investigation 14:25 – Pimp My Portfolio: Seb’s ETF and stock portfolio reviewed 26:18 – The 100-year stock market study that changes how you invest 33:37 – Why indexing remains one of the simplest investing strategies Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA) ——— To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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 sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient. In this episode: 00:00 Budget Investing Changes 01:29 ETF Tax Case Studies 04:04 Tax Winners and Losers 07:26 Why Growth Still Wins 11:35 Property vs Shares 15:20 Negative Gearing Impact 17:08 New Leverage Strategies 19:33 Will Investors Leave Property? 23:23 Dividend vs Growth Investing 25:35 Retirement and FIRE Changes 30:16 Final Investing Takeaways Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ) You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch. To check out LendUs head to https://www.lendus.com.au/equitymates ——— 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.