Equity Mates Investing Podcast

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  A century of compounding: inside Soul Patts' permanent capital with Todd Barlow 14.09.2026 35Min.

  What does investing look like when you never have to sell? Soul Patts has been listed since 1903, giving CEO Todd Barlow a rare advantage: permanent capital and the freedom to invest wherever he sees the best opportunity. Todd joins Bryce and Alec to explain why Soul Patts is sitting on almost $3 billion in cash, where he sees risks building in private credit, why energy is his preferred ‘no regrets’ AI trade and why Bitcoin still isn’t making the portfolio.In this episode:00:00 123 years of investing02:14 Meet Soul Patts CEO Todd Barlow03:34 The investment philosophy behind Soul Patts07:01 The power of permanent capital10:18 Inside the private markets portfolio13:12 Is private credit getting risky?17:09 Where Todd sees opportunities today18:24 Why Soul Patts is sitting on almost $3 billion in cash22:57 The big themes across the Soul Patts portfolio23:59 Why Soul Patts sold $1.9 billion of industrial property26:06 How Todd is investing in the AI boom30:54 Where Soul Patts goes nextETFs & Stocks mentioned: Washington H. Soul Pattinson (ASX: SOL), New Hope Corporation (ASX: NHC), TPG Telecom (ASX: TPG), Brickworks (formerly ASX: BKW), Goodman Group (ASX: GMG)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters 13.09.2026 36Min.

  Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a remarkable AI breakthrough before Henry Jennings returns to Pimp My Portfolio, where one community member’s love of ETFs has left him doubling down on tech and leverage. Plus, Super September asks whether small extra contributions really matter, and the maths gets big surprisingly quickly.Grab your FinFest tickets today here.And share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.  Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. In this episode:00:00 Introduction02:44 Apple’s $3,500 Foldable iPhone06:42 AI Gets Smarter, Humans Don’t11:48 Pimp My Portfolio with Henry Jennings19:38 Riding the AI Rollercoaster23:37 The Superannuation Debate25:54 Small Contributions, Big Returns29:33 Super’s Powerful Tax Advantage31:52 Government Boosts Your SuperETFs & Stocks Mentioned: Apple (NASDAQ: AAPL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Nasdaq Geared Complex ETF (ASX: GNDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Catapult Sports (ASX: CAT), REA Group (ASX: REA), WiseTech Global (ASX: WTC).———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Tesla’s robotaxi reality check, One Nation’s Super proposal & what would you do for $750k? 09.09.2026 26Min.

  Tesla’s steering wheel-free Cybercab has hit the road, but the global robotaxi race is getting a lot more crowded, and increasingly, a lot more Chinese. Bryce and Alec unpack who’s actually leading autonomous driving, debate a proposal to let Australians divert part of their Super into their pay packets, and continue Super September by asking whether leaving your retirement savings in the default investment option could be costing you over the long run.Grab your FinFest tickets today here.Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.In this episode:00:00:00 Who Is Winning The Robotaxi Race?00:02:42 Tesla Launches A Car With No Controls00:06:19 China Takes The Lead In Robotaxis00:10:20 Should You Be Able To Access Your Super?00:12:18 The Hidden Cost Of Taking Super Early00:16:43 Is Your Default Super Option Good Enough?00:19:18 How One Change Could Add $75000000:22:20 Why High Growth Can Make Sense When Young00:24:24 The Super Decision That Matters MostETFs and Stocks Mentioned: Tesla (NASDAQ: TSLA), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony AI (NASDAQ: PONY), WeRide (NASDAQ: WRD), Uber Technologies (NYSE: UBER), Ford Motor Company (NYSE: F)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Ask an Adviser: Investing, Property & Super - Community Mailbag with Glen Hare 07.09.2026 43Min.

  More young Australians are building serious share portfolios while feeling increasingly locked out of property, but will investing alone get them where they want to go? Financial adviser Glen Hare joins Bryce and Alec to tackle questions from the Equity Mates community on $1 million windfalls, debt recycling, geared ETFs, investment bonds, rentvesting and super, while challenging investors to work backwards from the life they actually want to fund.In this episode:00:00 Investing After The Budget06:18 Investing A Cash Windfall10:41 ETFs And Portfolio Mistakes15:51 Investment Bonds Explained19:48 ETFs Versus Property25:22 Getting Into Property28:47 Debt Recycling And Tax33:40 Optimising Your Super40:58 Leveraging Inside SuperETFs & Stocks mentioned: Betashares Wealth Builder Geared All Growth Portfolio Complex ETF (ASX: GHHF)If you would like to speak to Glen or any of his team head to equitymates.com/advice and we will put you in touch.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same? 06.09.2026 23Min.

  Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money.In this episode:00:00:00 Is The AI Spending Boom Sustainable?00:02:26 The Biggest CapEx Cycle In History00:05:41 Can OpenAI And Anthropic Keep Winning?00:07:24 Investing Through Geopolitical Risk00:10:00 Why Markets Keep Rising Through Chaos00:11:03 What Is Driving Australian Shares?00:15:20 Are All Super Funds Basically The Same?00:18:11 The Hidden Cost Of Average Performance00:20:24 How To Compare Your Super FundInterested in the Ships, Chips and Red Bricks Report? Dive in here.Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Knowing when to sell: How growth investor Michael Frazis manages risk 03.09.2026

  Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Michael explains why he’s moved from simply holding great growth companies to systematically taking profits and managing momentum. Plus, we dig into Nvidia’s biggest long-term threat, why Apple may have played the AI boom perfectly, and the thinking behind Frazis Capital Partners’ new ROAR Active ETF.In this episode:00:00 Why markets could be entering a more volatile era02:27 The AI trade, leverage & the Ashenbrenner blow-up08:11 Is the AI infrastructure boom starting to crack?12:25 Cheaper AI models, China & why Apple may be the winner16:50 The software comeback & where Michael sees opportunities22:17 Michael Frazis’ new rules for growth & momentum investing39:25 GLP-1s, Moderna & the next wave of biotech breakthroughs46:49 Why Frazis Capital launched the ROAR Active ETFStocks & ETFs Mentioned: Frazis Capital Partners ROAR Active ETF (ASX: ROAR), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alibaba Group (NYSE: BABA), Atlassian (NASDAQ: TEAM), WiseTech Global (ASX: WTC), Xero (ASX: XRO), REA Group (ASX: REA), Datadog (NASDAQ: DDOG), Tesla (NASDAQ: TSLA), AMD (NASDAQ: AMD), Palantir Technologies (NASDAQ: PLTR), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Moderna (NASDAQ: MRNA), Tempus AI (NASDAQ: TEM), Clarity Pharmaceuticals (ASX: CU6)Check out Lioncrest's new ETF ROAR here: https://lioncrestpartners.com/#roar-etf———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry Jennings 02.09.2026 37Min.

  Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Monash IVF, before kicking off Super September with a simple idea: when it comes to super, the biggest advantage younger investors have isn’t picking the perfect fund, it’s time. Finally, Pimp my Portfolio is back with adviser Henry Jennings shining a light on a community member's portfolio.ETFs & stocks mentioned in this episode: Apple (NASDAQ: AAPL), Star Entertainment Group (ASX: SGR), Monash IVF Group (ASX: MVF)In this episode:00:00 Introduction01:31 Apple’s New CEO Era06:30 Earnings Season’s Big Duds10:03 Super September Returns12:39 Why Starting Early Matters18:56 Is Your Super Insurance Enough?22:09 Pimp My Portfolio with Henry JenningsShare your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.Clips featured from CNBC.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Andrew Page on small caps, AI & changing his mind on Bitcoin 31.08.2026 49Min.

  Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position.In this episode:00:00 Introduction03:55 Small Caps and Conviction07:44 Finding Winning Investments14:00 Building a Better Process18:19 AI Changes Investing23:41 Andrew’s Small-Cap Pick29:44 Investing in the AI Boom35:15 Why Adrad Could Reprice38:36 Andrew’s Bitcoin Thesis43:41 Bitcoin Versus Gold47:03 Bitcoin’s Long-Term FutureStocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Our Monthly Portfolio Update - August 2026 30.08.2026 30Min.

  Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees.In this episode:00:00 Exciting Finfest speaker announcement03:33 August markets: rates, debt, reporting season & crypto05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver10:26 Ren’s portfolio & the case for doing nothing15:12 Shopify, AI fears & a 25% month20:37 Borrowing against the mortgage & geared ETFs25:24 Are active management fees worth paying?Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS), Ethereum (ETH), Shopify (NASDAQ: SHOP), Berkshire Hathaway (NYSE: BRK.B), Munro Global Growth Small & Mid Cap Fund, DocuSign (NASDAQ: DOCU), Xero (NASDAQ: XRO), Atlassian (NASDAQ: TEAM), Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF)Get started with Sharesight and save 4 months on an annual paid plan: https://www.sharesight.com/equitymates———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  How to Invest for a 30-Year Retirement with Kanish Chugh 27.08.2026 36Min.

  Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build portfolios designed to generate income for decades. We explore the role of bonds and defensive assets, sequencing risk, why chasing double-digit yields can come with hidden risks, and how your mix of growth, defensive assets & cash should evolve as your goals change.In this episode:00:00 Why a 30-year retirement changes the investing equation03:04 Living longer means rethinking your portfolio06:31 Can you live off income without selling investments?10:55 Moving from accumulation to spending16:25 Building the right growth and defensive mix19:11 The risks behind high advertised yields21:29 Bonds vs dividends for passive income31:33 Building your portfolio at every life stageStocks & ETFs Mentioned: Berkshire Hathaway (NYSE: BRK.B), S&P 500, Nasdaq 100 (ASX: NDQ), PIMCO Global Bond Fund (ASX: GBF), PIMCO Diversified Fixed Interest Fund (ASX: DFI)Investors should obtain a copy of the Product Disclosure Statement (PDS) relating to the PIMCO products mentioned in this podcast and consider the PDS before making any decision about whether to acquire an interest in any PIMCO fund mentioned in this podcast. PIMCO Australia has determined the target market for this product which is set out in the target market determination (TMD) published on the PIMCO website. The current PDS and TMD can be obtained via www.pimco.com/au/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Money can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing 26.08.2026 38Min.

  Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200.00:00 The global baby bust07:31 Beaten-up stocks making a comeback12:03 China’s tech bubble & wild IPO valuations17:35 China’s humanoid robotics boom23:00 Community question: QOZ vs A20024:22 Factor investing explained29:54 QOZ vs A200: performance, holdings & fees35:10 How to use factor ETFs in a portfolioStocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market: 688808), MetaX Integrated Circuits (SSE STAR Market: 688802), Moore Threads Technology (SSE STAR Market: 688795), BHP Group (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Betashares FTSE RAFI Australia 200 ETF (ASX: QOZ), Betashares Australia 200 ETF (ASX: A200), Vanguard Global Value Equity Active ETF (ASX: VVLU), VanEck Australian Quality ETF (ASX: AQLT), Betashares Australian Quality ETF (ASX: AQLT), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Global Quality Leaders ETF (ASX: QLTY), Betashares Australian Momentum ETF (ASX: MTUM), Betashares Global Momentum ETF (ASX: MTUM), VanEck MSCI International Small Companies Quality ETF (ASX: QSML), Vanguard MSCI International Small Companies Index ETF (ASX: VISM), Vanguard Global Minimum Volatility Active ETF (ASX: VMIN), iShares Edge MSCI Australia Multifactor ETF (ASX: AUMF), Vanguard Global Multi-Factor Active ETF (ASX: VGMF)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Replace your salary with dividend income with Dr. Don Hamson 24.08.2026 38Min.

  Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-term Australian market returns, and the traps investors can fall into when chasing headline yield. Plus, why investors still accumulating wealth may be better served focusing on total return rather than income alone.In this episode:00:00 Why Dividends Matter04:17 Dividends Drive Market Returns07:52 Budget Boosts Income Investing10:20 Can Dividends Replace Your Salary?15:39 Retirement Mistakes to Avoid18:44 Spotting Dividend Traps22:34 The Dividend Trading Strategy27:53 Best Sectors for Dividends31:30 Australia vs Global Dividends33:14 AI Bubbles and Investor Lessons———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments? 23.08.2026 28Min.

  Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Tankers as a potential addition, and answer a listener question every stock picker wrestles with: should you buy before, during or after earnings season?In this episode:00:00 Moderna’s potential cancer breakthrough01:42 Moderna, Merck and the investing implications06:49 Are we entering a golden age of healthcare?09:56 Community portfolio check-in13:22 Should Scorpio Tankers make the portfolio?20:33 When should you buy a stock on your watch list?24:53 How to handle earnings season volatility27:17 Stop searching for the perfect entry pointStocks & ETFs Mentioned: Moderna (NASDAQ: MRNA), Merck (NYSE: MRK), Eli Lilly (NYSE: LLY), Alphabet (NASDAQ: GOOGL), ResMed (ASX: RMD), ProMedicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Bitcoin (BTC), GE Vernova (NYSE: GEV), PWR Holdings (ASX: PWH), Scorpio Tankers (NYSE: STNG), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), CSL (ASX: CSL), Palantir Technologies (NASDAQ: PLTR), GoDaddy (NYSE: GDDY), Betashares Diversified All Growth ETF (ASX: DHHF)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Not all income is created equal with Helen Mason | Schroders 20.08.2026 43Min.

  Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it.In this episode:00:00 Are Dividends Overrated?04:20 Rethinking Your Income Options09:23 Private Credit’s Hidden Risks13:13 Public vs Private Credit16:44 Why Australian Credit Is Booming21:19 Stop Chasing Yield27:03 How Credit Investors Pick Companies30:27 What Bond Markets Signal35:10 What “High Yield” Really Means39:16 Diversification Beyond Yield———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio 19.08.2026 40Min.

  Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run.00:00 Data centres face a growing backlash01:32 FinFest is 10 weeks away04:17 Data centres, power demand & opposition10:18 Rising borrowing costs and sticky inflation13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL19:27 Anthropic’s staggering revenue growth21:00 Pimp My Portfolio returns24:11 Concentration, selling & letting winners runStocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  How your financial plan changes as life changes with Matt Ingram 17.08.2026 35Min.

  Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and Alec to unpack how planning ahead can preserve flexibility, why returning to work isn’t always a simple financial calculation, and the decisions worth thinking about well before kids arrive.In this episode:00:00 Introduction04:03 Preparing for Income Changes08:15 Avoiding Lifestyle Creep10:37 Financial Planning Before Kids14:09 Maximising Parental Leave17:56 The True Cost of Childcare23:01 Public vs Private School26:13 Funding Private School Fees29:41 Are Investment Bonds Worth It?32:03 Closing the Superannuation Gap34:04 Plan Ahead for Life ChangesIf you would like to speak to Matt or any of his team head to equitymates.com/advice and we will put you in touch.———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed 16.08.2026 32Min.

  Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas & using AI in the investing process, followed by running Ren’s stocks through an AI-powered thesis check.In this episode:00:00 Are Australian house prices really crashing?02:08 Housing slows as home loan applications fall08:03 Lab-grown diamonds disrupt a century-old market12:51 How do you actually find great stock ideas?18:01 Using AI to research and stress-test investments23:17 Putting Ren’s portfolio through Claude26:39 Is the Hims & Hers thesis broken?29:05 Pro Medicus, valuation and knowing AI’s limitsStocks & ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims & Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), Spotify (NYSE: SPOT), Mastercard (NYSE: MA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge 13.08.2026 15Min.

  We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading.In this episode:00:00 Who’s winning the portfolio challenge?02:03 A volatile few months for markets02:37 Cam’s trades and the cost of overtrading04:46 Ren doubles down on tech08:09 Ally goes all-in on momentum11:03 Bryce’s no-trade strategy pays off13:52 Can anyone beat DHHF?14:31 The final stretch of the challengeStocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Deep Yellow (ASX: DYL), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Lynas Rare Earths (ASX: LYC), Betashares Emerging Markets Equity ETF (ASX: BEMG), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Global Energy Companies ETF (ASX: FUEL), Pilbara Minerals (ASX: PLS), Life360 (ASX: 360), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares S&P/ASX Australian Technology ETF (ASX: DRGN), Telix Pharmaceuticals (ASX: TLX), 4DMedical (ASX: 4DX), NEXTDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Altria Group (NYSE: MO), Plato Global Alpha Fund, Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), BHP Group (ASX: BHP), Betashares Energy Transition Metals ETF (ASX: WIRE), Betashares Japan ETF Currency Hedged (ASX: HJPN)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. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. T&Cs available here: https://www.betashares.com.au/campaigns/2026-q3-equity-mates———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry 12.08.2026 35Min.

  Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC?00:00 Markets are hitting record highs03:58 Australian reporting season: numbers that caught our eye05:30 Nick Scali, ResMed and REA Group14:04 Does the day you dollar cost average actually matter?18:16 How often should you dollar cost average?22:21 How will the CGT changes affect investors?28:44 Michael Burry’s latest bets against AI31:18 Why calling crashes is easier than making moneyStocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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  AI investors are getting nervous. Should they be? 10.08.2026 46Min.

  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 Bet06:58 AI Revenue Is Surging09:17 Who’s Funding the AI Boom?12:19 The World Needs More Compute15:55 Why AI Stocks Swing Wildly20:01 Can AI Earnings Last?24:37 China’s AI Threat29:36 AI’s Battle for Your Ecosystem33:10 Did Apple Miss AI?37:40 Best Ways to Invest42:35 Protecting Against an AI BustETFs 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 messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.