Buy or Sell

Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take.Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings.Stocks Covered:Iluka Resources (ASX: ILU)Alcoa Corporation (ASX: AAI)BHP Group (ASX: BHP)Capstone Copper (ASX: CSC)Liontown (ASX: LTR)PLS Group (ASX: PLS)Chapters:00:11 Iluka: Rare Earths or Too Soon?02:33 Alcoa: More Supply or More Demand?05:55 BHP: Copper Upside, Iron Ore Drag07:41 Capstone: A Riskier Copper Bet09:21 Liontown: Why Both Say Sell12:00 Pilbara: Lithium’s Strongest Buy?This episode was recorded 29th September 2026.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

Are these 3 heavily shorted ASX stocks ripe for opportunity?We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take.Plus, these experts each name one big buy they are backing today.Stocks Mentioned:Boss Energy (ASX: BOE)ZIP Co (ASX: Z1P)Domino's Pizza (ASX: DMP)Codan (ASX: CDA)Resmed (ASX: RMD)Chapters:00:11 Boss Energy: Why Both Guests Say Sell02:28 Zip: Two Buys On Fast Growth05:27 Domino’s: A Split Call On The Turnaround09:04 Codan: Jun Bei’s Top Buy10:20 ResMed: A Buy With Competition ConcernsThis episode was recorded 29th September 2026.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

How would you build an income portfolio with just three ETFs?We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory.They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out.ETFs mentioned:Vanguard Australian Shares High Yield ETF (ASX: VHY)Talaria Global Equity Fund Complex ETF (Cboe: TLRA)Plato Income Maximiser (ASX: PL8)Qualitas Real Estate Income Fund (ASX: QRI)MA Credit Income Trust (ASX: MA1)Plato Global Shares Income Fund Active ETF (ASX: PGI2)Chapters:00:00:00 Building The Income Portfolios00:00:51 VHY Australian Dividend Income00:02:11 TLRA Global High Income00:03:31 PL8 Monthly Australian Income00:04:37 QRI Real Estate Credit00:05:33 MA1 Corporate Private Credit00:07:06 PGI2 Global Dividend Growth00:07:58 Diversifying Beyond Three ETFs00:10:12 QRI Andrew's Sell Pick00:11:59 PL8 Dan's Sell Pick———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

You picked them, these experts are rating them.In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community!ETFs mentioned:Betashares Asia Technology Tigers ETF (ASX: ASIA)Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)Betashares Global Cybersecurity ETF (ASX: HACK)Betashares Nasdaq 100 ETF (ASX: NDQ)Betashares Space Industry ETF (ASX: RCKT)Betashares Global Royalties ETF (ASX: ROYL)Global X Semiconductor ETF (ASX: SEMI)Betashares Global Uranium ETF (ASX: URNM)Vanguard Global Value Equity Active ETF (ASX: VVLU)Global X Copper Miners AUD ETF (ASX: WIRE)Chapters:00:00 Top 10 ETFs Reviewed02:49 ATEC: Australian Tech Trap?05:02 HACK: Cybersecurity’s AI Opportunity07:42 NDQ: Still Worth Buying?12:04 ROCKET: Space Investing Too Early?14:49 ROYAL: Why Royalties Stand Out16:05 SEMI: Has the Rally Gone Too Far?17:37 URNM: Powering the AI Boom19:26 VVLU: Why Value Matters Again21:47 WIRE: Copper’s Demand BoomJoin our community group on Facebook and tell us what ETFs or Stocks you want covered next!This episode was recorded on 16th September 2026.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697

Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others.Nick Healy from WAM and Doug Isles from GCQ give us their take on:Intercontinental Exchange (NYSE: ICE)Visa (NYSE: V)Fair Isaac Corp (NYSE: FICO)Safran (EPA: SAF)Chapters:00:00 Introduction01:02 ICE’s Exchange Advantage02:56 Visa’s Powerful Network Effect06:14 Safran’s Valuation Debate07:46 FICO’s Pricing Power Debate———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

Looking for your next ASX growth stock?We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names.Stocks Mentioned:Ramelius Resources (ASX: RMS)Sandfire Resources (ASX: SDR)Sunrise Energy Metals (ASX: SRL)Beach Energy (ASX: BPT)Artrya (ASX: AYA)SKS Technologies (ASX: SKS)Tasmea (ASX: TEA)Megaport (ASX: MP1)Chapters:00:00 Introduction01:09 Ramelius: Gold’s Undervalued Play02:32 Sandfire: Copper Gets Weird04:40 Sunrise: Too Far, Too Fast06:51 Beach Energy: Still Struggling08:34 Artrya: AI Healthcare Opportunity12:01 SKS: Data Centre Boom14:46 Tasmea: Buy or Sell?16:35 Megaport: Rally Gone Too Far?Get your FinFest tickets here!Join our Facebook Discussion Group to submit what stocks you want to analyse next.This episode was recorded on the 19th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

In this episode, we put your most requested ASX stocks under the microscope.You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more.Stocks Mentioned:Soul Patts (ASX: SOL)ResMed (ASX: RMD)CSL Limited (ASX: CSL)Aristocrat Leisure (ASX: ALL)Technology One (ASX: TNE)Fortescue (ASX: FMG)Commonwealth Bank (ASX: CBA)Chapters:00:00 Introduction01:09 Soul Patts: Premium Worth Paying?02:53 ResMed: Henry Turns Bullish04:37 CSL: Is It Back?07:18 Aristocrat: Quality Versus Ethics09:57 Technology One Divides Opinion12:23 Fortescue: Cheap Enough Yet?15:01 CBA: Buy the Dip?This episode was recorded on the 19th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.

Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now.Stocks Mentioned:Technology One (ASX: TNE)Southern Cross Electrical (ASX: SXE)Life360 (ASX: 360)Dicker Data (ASX: DDR)Janus Electric Holdings (ASX: JNS)Chapters:00:37 Technology One’s AI Advantage03:40 Southern Cross: Electrification Play07:03 Life360: Buy or Sell?11:14 Dicker Data’s Growth Cycle12:36 Janus Electric’s Big OpportunityThis episode was recorded on the 5th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———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 peopletoday.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.