Equity Mates Investing Podcast

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 era02:34 What actually counts as infrastructure?08:24 The megatrends driving an infrastructure supercycle13:36 How the energy grid could transform over the next decade18:25 The physical infrastructure powering AI22:04 The biggest risks to the AI infrastructure boom26:43 Where the trillions in infrastructure investment are flowing32:26 Active vs passive & how investors can access infrastructureStocks & 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 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.

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 high06:50 SpaceX Starship reaches orbit09:17 Google’s plan for AI data centres in space11:27 Pimp My Portfolio with Henry Jennings19:12 Simplifying an ETF portfolio22:35 Reviewing 16 individual stocks26:29 Is the Community portfolio beating the market?29:01 Investment committee: finding the next stockStocks & 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 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.

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 Plan07:24 Why Most People Shouldn’t Pick Stocks11:15 Finding Your Investing “Why”19:31 The Investing Habits That Actually Matter26:59 Shares, ETFs and Thematic Investing32:21 Shares vs Property: Scott’s Case40:20 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 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.

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 Medicare07:08 When good economic news becomes bad news11:25 Super September: Your final questions12:02 First Home Super Saver Scheme explained17:02 ETFs and taking control of your super22:11 Gearing inside superannuation25:41 What exactly is a “super app”?31:12 Apps under the microscopeStocks & 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/e7hyKA2RPlus - 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 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.

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 economy07:56 — Canva’s valuation markdown & AI problem14:12 — Do you really need $1 million to retire?20:37 — Can shares help your super beat inflation?22:43 — Mr. Beat Up: Grab29:02 — Does Grab have a competitive advantage?35:01 — Grab’s valuation & the super app opportunityStocks & 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/e7hyKA2RPlus - 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 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.

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 everything02:05 Why innovation is accelerating07:52 AI, gene editing & the future of healthcare11:04 How ARK finds breakthrough technologies19:31 Cathie Wood’s latest Bitcoin and crypto thesis27:44 What ARK learned about risk30:48 Is AI becoming a bubble?39:00 The next trillion-dollar companiesStocks & 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 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 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 sticky04:58 – Why the ASX keeps losing great companies overseas10:25 – Super September: Is a house and the Age Pension enough?12:21 – More Australians are reaching retirement with housing debt16:07 – Why the Age Pension may fall short17:46 – The risk of retirement rules changing21:18 – Pimp My Portfolio with Owen Rask28:18 – ETF overlap, tax consequences & simplifying a portfolioStocks & 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 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.

Australia’s small-cap index might have looked calm in FY26, but beneath the surface it was anything but. Ophir Founder and Senior Portfolio Manager Andrew Mitchell joins us to unpack record sector dispersion, why reporting season exposed cracks in the earnings outlook, and how AI & data centre spending are reshaping opportunities for investors. Andrew also takes us inside Ophir’s bottom-up stock-picking process and explains why Codan remains one of the portfolio’s highest-conviction ideas.In this episode:00:00 Small caps: calm on the surface, chaos underneath05:45 What reporting season revealed about Australian earnings09:45 AI, data centres & the changing CapEx trade14:33 Southern Cross Electrical & Australia’s data centre boom17:57 Why reporting season volatility is getting harder to navigate21:56 Inside Ophir’s small-cap investment process28:44 Why Ophir avoids commodity-driven sectors33:09 The Codan thesis: gold detectors, drones & defence spendingStocks & ETFs Mentioned: BHP (ASX: BHP), Rio Tinto (ASX: RIO), REA Group (ASX: REA), SEEK (ASX: SEK), JB Hi-Fi (ASX: JBH), Cleanaway Waste Management (ASX: CWY), Integral Diagnostics (ASX: IDX), Monash IVF Group (ASX: MVF), Southern Cross Electrical Engineering (ASX: SXE), SKS Technologies (ASX: SKS), NRW Holdings (ASX: NWH), GenusPlus Group (ASX: GNP), Codan (ASX: CDA), DroneShield (ASX: DRO), TPG Telecom (ASX: TPG), Afterpay, Quanta Services (NYSE: PWR), MasTec (NYSE: MTZ), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Motorola Solutions (NYSE: MSI)Ophir publishes a free monthly newsletter covering their view on Australian and global markets, as well as the companies they are buying and selling. To sign up and learn more about their funds head to - https://www.ophiram.com.au/subscribe-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———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.

AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce & Ren unpack what the latest AI safety debate could mean for markets, why Saudi Arabia has become central to the oil story, and the ASX growth names worth putting on the watchlist. Plus, Super September continues with a practical look at what actually happens to your super when you die.In this episode:00:00 Could AI really kill us all?02:36 AI safety, regulation & the prisoner’s dilemma08:12 Oil heads back towards US$110 a barrel13:08 Community question: Where are Australia’s growth stocks?19:52 ASX growth stocks on the watchlist23:35 Is ATEC the easiest way to own Australian tech?25:31 Super September: Where does your super go when you die?32:17 How to make a binding death benefit nominationStocks & ETFs Mentioned: EQ Resources (ASX: EQR), Sunrise Energy Metals (ASX: SRL), Minerals 260 (ASX: MI6), Metals X (ASX: MLX), New Hope Corporation (ASX: NHC), Codan (ASX: CDA), Woolworths Group (ASX: WOW), CSL (ASX: CSL), BHP Group (ASX: BHP), Life360 (ASX: 360), HUB24 (ASX: HUB), Guzman y Gomez (ASX: GYG), Pro Medicus (ASX: PME), 4DMedical (ASX: 4DX), Netwealth (ASX: NWL), TechnologyOne (ASX: TNE), Catapult Group International (ASX: CAT), Goodman Group (ASX: GMG), SiteMinder (ASX: SDR), WiseTech Global (ASX: WTC), Xero, Audinate Group (ASX: AD8), REA Group (ASX: REA), CAR Group (ASX: CAR), SEEK (ASX: SEK), Betashares Australian Technology ETF (ASX: ATEC), Lovisa (ASX: LOV), Temple & Webster (ASX: TPW), Commonwealth Bank (ASX: CBA), Wesfarmers (ASX: WES), Westpac (ASX: WBC), Telstra (ASX: TLS), Transurban Group (ASX: TCL), Northern Star Resources (ASX: NST), Rio Tinto (ASX: RIO), Zip Co (ASX: ZIP)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 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.