Equity Mates Investing Podcast

Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers?

In this episode:

00:00 Live From Central Park: Property, AI & IPOs

04:06 Australian Property Prices Keep Falling

09:15 Anthropic & Firmus Test the AI Trade

10:31 Inside Anthropic’s Eye-Watering IPO Numbers

14:36 Firmus Targets a $43.7 Billion Valuation

17:27 What Exactly Is an AI Factory?

22:38 Firmus vs Global AI Infrastructure Competitors

27:06 Would Bryce & Ren Buy Firmus?

Stocks & ETFs Mentioned: SpaceX (NASDAQ: SPCX), Telstra (ASX: TLS), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Transurban (ASX: TCL), NEXTDC (ASX: NXT), Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), Cipher Digital (NASDAQ: CIFR), Applied Digital (NASDAQ: APLD), NVIDIA (NASDAQ: NVDA), TSMC (NYSE: TSM)

———

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 may be transformational, but does that make AI stocks good investments?

Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.

Chapters:

01:48 Steve Johnson on AI

04:28 AI Investing and Bubble Risk

10:33 What Could End the AI Trade

12:35 Forager’s Costly Mistakes

17:12 Software and Small Cap Opportunities

30:06 Motorcycle Holdings and Australia

38:15 Shares Versus Property

41:30 Credit and Australian House Prices

45:05 Advice for Long-Term Investors

Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)

———

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 + 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 & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling.

In this episode:

00:00 What happened in markets this month

03:20 How global markets performed this month

04:25 Bryce’s Portfolio Performance

06:58 Ren’s Portfolio Performance

08:31 Why Bryce is buying more of

11:40 Waymo’s massive lead in self-driving cars

14:04 Sports team ETFs: investing or gambling?

17:32 Ren’s buy, hold & sell

25:20 Why HUB24 is on Ren’s buy list

Stocks & ETFs Mentioned: Axon Enterprise (NASDAQ: AXON), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Telix Pharmaceuticals (ASX: TLX), TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nu Holdings (NYSE: NU), Sea Limited (NYSE: SE), MercadoLibre (NASDAQ: MELI), Grab Holdings (NASDAQ: GRAB), Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), QXO (NYSE: QXO), TopBuild (NYSE: BLD), HUB24 (ASX: HUB), Netwealth Group (ASX: NWL), AustralianSuper, Global X Ultra Long Nasdaq 100 Complex ETF (ASX: GGUS)

Sign up today and save 4 months on any paid Sharesight plans.

———

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, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics.

In this episode:

00:00 Why infrastructure is entering a structural growth era

02:34 What actually counts as infrastructure?

08:24 The megatrends driving an infrastructure supercycle

13:36 How the energy grid could transform over the next decade

18:25 The physical infrastructure powering AI

22:04 The biggest risks to the AI infrastructure boom

26:43 Where the trillions in infrastructure investment are flowing

32:26 Active vs passive & how investors can access infrastructure

Stocks & ETFs Mentioned: APA Group (ASX: APA), Transurban (ASX: TCL), Atlas Arteria (ASX: ALX), Severn Trent (LSE: SVT), Pennon Group (LSE: PNN), Brookfield Corp (NYSE: BN), Space Exploration Technologies Corp (NASDAQ: SPCX), Goldman Sachs (NYSE: GS), ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH), ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (ASX: CIIH), ClearBridge Real Income Fund Active ETF (ASX: R3AL)

If you'd like to learn more about the megatrends reshaping our economy, and how to invest in the infrastructure behind them, speak to your financial adviser, or visit Franklin Templeton's website for fund information, the relevant Product Disclosure Statement, Target Market Determination and a range of investment resources.

Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the products included in this website.

Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.

———

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 + 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 RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise before turning to SpaceX’s Starship breakthrough & Google’s plans for AI data centres in space. Then Henry Jennings from Marcus Today joins Pimp My Portfolio to help simplify a growth-heavy portfolio, before the Equity Mates community portfolio gets its latest health check.

In this episode:

00:00 RBA rates hit a 15-year high

06:50 SpaceX Starship reaches orbit

09:17 Google’s plan for AI data centres in space

11:27 Pimp My Portfolio with Henry Jennings

19:12 Simplifying an ETF portfolio

22:35 Reviewing 16 individual stocks

26:29 Is the Community portfolio beating the market?

29:01 Investment committee: finding the next stock

Stocks & ETFs Mentioned: Invesco QQQ (NASDAQ: QQQ), iShares S&P 500 ETF (ASX: IVV), Vanguard Growth ETF (NYSEARCA: VUG), VanEck Semiconductor ETF (NASDAQ: SMH), Vanguard FTSE All-World ex-US ETF (NYSEARCA: VEU), Vanguard High Dividend Yield ETF (NYSEARCA: VYM), Schwab US Dividend Equity ETF (NYSEARCA: SCHD), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Rocket Lab (NASDAQ: RKLB), AST SpaceMobile (NASDAQ: ASTS), Apple (NASDAQ: AAPL), ASML (NASDAQ: ASML), Stealth Group (ASX: SGI), Advanced Micro Devices (NASDAQ: AMD), ImmunityBio (NASDAQ: IBRX), Alphabet (NASDAQ: GOOGL), Visa (NYSE: V), Wesfarmers (ASX: WES), QXO (NYSE: QXO), Macquarie Group (ASX: MQG), LifeMD (NASDAQ: LFMD), iShares S&P 500 AUD Hedged ETF (ASX: IHVV), Betashares All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Global X Autonomous & Electric Vehicles ETF (ASX: DRIVE), Bitcoin (BTC), PWR Holdings (ASX: PWH), Spotify (NYSE: SPOT), Adrad Holdings (ASX: AHL), Moderna (NASDAQ: MRNA), Washington H. Soul Pattinson (ASX: SOL), CRISPR Therapeutics (NASDAQ: CRSP), Grab Holdings (NASDAQ: GRAB), Codan (ASX: CDA)

———

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.

Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks.

Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you.

Plus, Scott shares his case for shares over investment property, the risks of thematic and leveraged ETFs, and why staying invested matters more than predicting what happens next.

Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)

Chapters:

00:00 Why Scott Says “Invest Anyway”

01:50 The One Page Investing Plan

07:24 Why Most People Shouldn’t Pick Stocks

11:15 Finding Your Investing “Why”

19:31 The Investing Habits That Actually Matter

26:59 Shares, ETFs and Thematic Investing

32:21 Shares vs Property: Scott’s Case

40:20 Should You Invest With a Market Crash Coming?

Check out Scott's new book 'The One-Page Investing Plan: Start Simple, Stay Patient, Build Serious Wealth'.

———

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.

OpenAI hacked an Australian Medicare portal and the government didn’t find out from the company until months later. We unpack what the incident says about AI safety, human error & who should be liable when autonomous systems cross the line. Then, why booming US business activity could spell trouble for interest rates, before closing out Super September with listener questions on the First Home Super Saver Scheme, ETFs & gearing inside super. Plus, we take a trip around the world to check in on the battered “super apps” and ask whether the businesses are stronger than their share prices suggest.

In this episode:

00:00 OpenAI hacked Medicare

07:08 When good economic news becomes bad news

11:25 Super September: Your final questions

12:02 First Home Super Saver Scheme explained

17:02 ETFs and taking control of your super

22:11 Gearing inside superannuation

25:41 What exactly is a “super app”?

31:12 Apps under the microscope

Stocks & ETFs Mentioned: Betashares Australia 200 ETF (ASX: A200), iShares S&P 500 ETF (ASX: IVV), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), ProShares UltraPro QQQ (NASDAQ: TQQQ), Tencent (HKEX: 0700), Grab (NASDAQ: GRAB), GoTo (IDX: GOTO), Sea Limited (NYSE: SE), Kakao (KRX: 035720), Rakuten Group (TYO: 4755), Mercado Libre (NASDAQ: MELI), Jumia Technologies (NYSE: JMIA), Toyota Motor (NYSE: TM), Caterpillar (NYSE: CAT), Marriott International (NASDAQ: MAR), Delta Air Lines (NYSE: DAL), Darden Restaurants (NYSE: DRI), A.P. Moller - Maersk (CPH: MAERSK-B), Union Pacific (NYSE: UNP), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Amazon (NASDAQ: AMZN), Meituan (HKEX: 3690), PDD Holdings (NASDAQ: PDD), JD.com (NASDAQ: JD), Alibaba (NYSE: BABA)

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 - https://betashares.typeform.com/to/e7hyKA2R

Plus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/

———

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook

Or our free 4-step stock checklist

Find company information on TIKR

Research reports from Good Research

Track your portfolio with Sharesight

———

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

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

What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambitious push into banking & financial services.

In this episode:

00:00 — What will Australia look like in 40 years?

02:11 — Australia’s ageing population & slowing economy

07:56 — Canva’s valuation markdown & AI problem

14:12 — Do you really need $1 million to retire?

20:37 — Can shares help your super beat inflation?

22:43 — Mr. Beat Up: Grab

29:02 — Does Grab have a competitive advantage?

35:01 — Grab’s valuation & the super app opportunity

Stocks & ETFs Mentioned: Grab Holdings (NASDAQ: GRAB), Uber Technologies (NYSE: UBER), Sea Limited (NYSE: SE), Jumia Technologies (NYSE: JMIA), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Space Exploration Technologies Corp (NASDAQ: SPCX)

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. LINK: https://betashares.typeform.com/to/e7hyKA2R

Plus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/

———

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.

Cathie Wood is betting that we’re only at the beginning of a technological transformation decades in the making. The ARK Invest founder & CEO joins us to unpack why AI is accelerating faster than expected, how robotaxis and humanoid robots could reshape the physical world, and why healthcare may be one of the market’s most overlooked AI opportunities. Plus, Cathie shares her latest thinking on Bitcoin, crypto, managing risk after ARK’s wild pandemic-era ride and the companies she believes could eventually reach trillion-dollar valuations.

In this episode:

00:00 The technologies changing everything

02:05 Why innovation is accelerating

07:52 AI, gene editing & the future of healthcare

11:04 How ARK finds breakthrough technologies

19:31 Cathie Wood’s latest Bitcoin and crypto thesis

27:44 What ARK learned about risk

30:48 Is AI becoming a bubble?

39:00 The next trillion-dollar companies

Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), CRISPR Therapeutics (NASDAQ: CRSP), Intellia Therapeutics (NASDAQ: NTLA), Bitcoin (BTC), Ethereum (ETH), Solana (SOL), Hyperliquid (HYPE), Cloudflare (NYSE: NET), Visa (NYSE: V), Salesforce (NYSE: CRM), Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), SpaceX (NASDAQ: SPCX)

———

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 Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid.

00:00 – The Fed raises rates as inflation stays sticky

04:58 – Why the ASX keeps losing great companies overseas

10:25 – Super September: Is a house and the Age Pension enough?

12:21 – More Australians are reaching retirement with housing debt

16:07 – Why the Age Pension may fall short

17:46 – The risk of retirement rules changing

21:18 – Pimp My Portfolio with Owen Rask

28:18 – ETF overlap, tax consequences & simplifying a portfolio

Stocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO)

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. https://betashares.typeform.com/to/e7hyKA2R

———

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.

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