Equity Mates Investing Podcast

Property prices are slipping, borrowing power is shrinking and the rules of investing in Australian real estate are changing. So is now the time to buy, renovate or sit tight? Bryce & Ren are joined by Pat Noll, founder of Runestone Finance, to answer your biggest property questions. From the future of rentvesting and negative gearing to debt recycling, offset accounts and unlocking equity to buy shares, Pat breaks down the strategies that still stack up and the costly mistakes investors need to avoid.In this episode:00:00 The Property Questions Investors Are Asking01:43 Australian Property Prices, Interest Rates & When to Buy05:47 Borrowing Capacity, Affordability & Changing Investor Strategies12:14 Renovating, Negative Gearing & the Future of Rentvesting15:41 Established Homes vs Off-the-Plan Property18:34 Offset Accounts, Redraw, Loan Splits & Unlocking Equity28:13 Debt Recycling & Borrowing to Invest in Shares34:52 Managing Mortgage Stress, Refinancing & Fixed Rates———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.

Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin.In this episode:00:00 Are Dating Apps Dead? Bumble's $1.3 Billion Sale06:47 AI Data Centre Contagion & Rising Debt Risks11:13 Is the AI Boom Repeating the Dot-Com Bubble?13:28 Community Question: When Should You Buy, Hold or Sell?17:33 Eli Lilly Deep Dive: GLP-1 Dominance, Competition & Valuation27:47 Pimp My Portfolio with Owen Rask31:36 Resources: How Much Exposure Is Too Much?37:05 Simplicity Versus Complexity: Who will Outperform?Stocks & ETFs Mentioned: Bumble (NASDAQ: BMBL), Match Group (NASDAQ: MTCH), Grindr (NYSE: GRND), Firmus, AirTrunk, CoreWeave (NASDAQ: CRWV), Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), CXMT, Anthropic, OpenAI, Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Merck & Co. (NYSE: MRK), Mounjaro, Ozempic, CagriSema, tirzepatide, retatrutide, Keytruda, Stellar Resources (ASX: SRZ), Interactive Brokers (NASDAQ: IBKR), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares NASDAQ 100 ETF (ASX: NDQ), iShares S&P 500 ETF (ASX: IVV), Betashares Geared Australian Shares Fund (ASX: G200), Global X Physical Gold ETF (ASX: GOLD), Betashares Australian Resources Sector ETF (ASX: QRE), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Betashares Energy Transition Metals ETF (ASX: XMET), BHP Group (ASX: BHP)———Rich Girl Summer is just around the corner and to get you prepared, Equity Mates & Betashares are teaming up for an investing event designed to help women feel more confident with their money.Whether you're just starting your investing journey or looking to take it to the next level, bring a friend (or a few!) and join us for an evening of great conversations, cocktails, canapés and good company. Because investing is better when you're learning togetherSydney | 12th NovemberTickets are limited, so make sure you secure your spots here———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.

Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and Ren to explain how currency hedging works, when hedged and unhedged ETFs outperform, and whether a 50/50 split could be the simplest way to manage currency risk.In this episode:00:00 Currency Hedging Explained04:09 Hedged vs Unhedged ETFs07:19 Currency Risks and Returns11:38 Blending Hedged and Unhedged14:11 Hedging Different Assets17:00 How Time Horizons Matter20:11 Simplifying Your Strategy22:04 Where Is the Aussie Dollar Headed26:50 Long Term ETF Performance29:16 Final ThoughtsETFs Mentioned:Betashares Japan ETF – Currency Hedged (ASX: HJPN), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Currency Hedged ETF (ASX: HGBL), Betashares Geared US Equity Currency Hedged Complex ETF (ASX: GGUS), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Diversified High Growth ETF (ASX: DVHG), Betashares Diversified Growth ETF (ASX: DVGR), Betashares Diversified Balanced ETF (ASX: DVBA)——-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.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.

The S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500 stocks are trading at least 10% below their all-time highs, and some of America's biggest names have been smashed. Bryce & Ren unpack the invisible crash hiding behind the AI boom, explain why a handful of stocks drive most market returns, and explore Charlie Munger's 200-week moving average rule for finding opportunities. Plus, Australia's $44 billion Firmus IPO falls apart, Samsung's profits are exploding, and the boys share what they've learnt about the future of robotics from New York.In this episode:00:00 The Invisible Crash Hiding Behind Record Market Highs02:30 Firmus Pulls Its $44 Billion IPO: What Went Wrong?07:30 Wall Street Hits New Highs & AI Earnings Accelerates11:41 Why 85% of S&P 500 Stocks Are Down15:42 Which 4% of Stocks Drive Long-Term Market Returns18:20 Charlie Munger's Long Term Investing Rule21:01 Netflix, Nike & Other Beaten-Down Stocks24:30 The Mag Seven: Which Stocks Are a Buying Opp?Stocks & ETFs Mentioned: Maas Group (ASX: MGH), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Argo Investments (ASX: ARG), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), The Trade Desk (NASDAQ: TTD), AppLovin (NASDAQ: APP), Fair Isaac Corporation (NYSE: FICO), CoStar Group (NASDAQ: CSGP), Lululemon Athletica (NASDAQ: LULU), Intuit (NASDAQ: INTU), McDonald's (NYSE: MCD), Netflix (NASDAQ: NFLX), Starbucks (NASDAQ: SBUX), Walmart (NASDAQ: WMT), Home Depot (NYSE: HD), Boeing (NYSE: BA), Intel (NASDAQ: INTC), General Electric (NYSE: GE), IBM (NYSE: IBM), Apple (NASDAQ: AAPL), Nike (NYSE: NKE), Warner Bros. Discovery (NASDAQ: WBD), Pfizer (NYSE: PFE), PepsiCo (NASDAQ: PEP), Procter & Gamble (NYSE: PG), PayPal (NASDAQ: PYPL), Salesforce (NYSE: CRM), Oracle (NYSE: ORCL), Adobe (NASDAQ: ADBE), United Parcel Service (NYSE: UPS), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)———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.

Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax?Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.Chapters:00:00 Your Biggest Investing Questions Answered01:38 Managed Portfolios vs DIY Investing03:58 Building a Better ETF Portfolio08:58 ETF Overlap, Capital Gains Tax and Dividend Investing11:31 HECS Debt, Bonds and Debt Recycling19:10 Investing for Your Kids23:54 Super Contributions, Tax Traps and Insurance31:48 Financial Independence and Buying Your First HomeStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Nasdaq 100 ETF (ASX: NDQ), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Vanguard Diversified High Growth Index ETF (ASX: VDHG)———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 + 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.

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.In this episode:00:00 First Reactions: Bill Ackman & New York03:27 Ackman on AI, Buffett & the Everyday Investor06:23 Inside Bill Ackman's Investing Philosophy10:24 Ackman's Top Holdings11:26 Uber's Robotaxi Bet15:20 Aussie Brands Conquering America20:19 Why Australian Businesses Fail OverseasStocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com———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.