Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable.
There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
In this episode:
01:56 Community bold predictions: Bitcoin & AI
03:18 #1: More companies return to public markets (IPOs)
07:16 #2: A wave of spinoffs from global conglomerates
09:24 #3: Active management starts to outperform
13:08 #4: Equal-weight S&P 500 beats the index
15:37 #5: Stick with Asia despite strong gains
18:37 #6: Alternative asset managers struggle
21:08 #7: Unlisted sports teams are in a bubble
24:14 #8: Precious metals bubble starts to unwind
27:01 #9: “Quality” stocks underperform again
29:24 #10: Australia underperforms global markets
32:33 #11: UK stocks continue to surprise
34:56 #12: Investing democratisation accelerates
38:43 #13: Beaten-up apparel brands bounce back
41:07 #14: Australian tourism benefits from weak AUD
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
Looking for some of our favourite research tools?
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.