Share

Equity Mates Investing Podcast
Buy or Sell: Ally Selby with Arms Rosenberg
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now.
They cover:
• Why Poland’s CD Projekt could be gaming’s next major success story
• Practical tips for using AI to supercharge your own investing
• Europe’s role in the energy transition through Prysmian Group
• The rise of “affordable joy” with China’s Miniso
• And the “spicy” pick of the week - Japan’s Cover Corporation, home to virtual YouTubers taking over the internet
For listeners keen to dive deeper into that trend, you can read the “Anime Is Eating the World” report mentioned in the episode here.
———
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
———
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.
More episodes
View all episodes

Property after the budget: is the investment case changing with Chris Bates & Scott Aggett | FinFest 2026
32:12||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.This session is Property Investing Dead Post-Budget? with Chris Bates, founder of mortgage advisory Alcove, and Scott Aggett, founder of Green Shoots Property, who has more than 30 years in the industry. The Budget has a lot of people asking whether property still stacks up, and Chris and Scott share where they think it stands.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Ausbil.Chapters:00:00 Introduction01:34 Is Property Investing Dead?03:05 The Old Model’s Challenges05:25 Capital Growth And Market Fear07:46 Property Advice And Regulation09:34 How To Vet Property Advice11:56 Buyer Agents’ New Pitches14:22 A Blueprint For Better Investing16:27 The Risks Of Buying New19:17 Interest Rates, Tax And Selling22:48 Renting Versus Owning23:32 The Property Market In 203628:55 Audience Q&A———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.
Beyond Bitcoin: how crypto is changing finance with Adam Judd | FinFest 2026
00:00||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Today we’re sharing Crypto’s Next Evolution: How Traditional Finance and Digital Assets Are Converging with Adam Judd, Chief Operating Officer of Coinbase Australia. Traditional finance and crypto used to sit in separate worlds, and Adam explains why that line is blurring fast.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Coinbase.In this episode:00:00 Welcome to FinFest Week: The Future of Crypto01:37 Adam Judd: Rethinking the Financial System05:11 Bitcoin & How Digital Assets are Changing Finance07:02 Stablecoins & Tokenisation: Making payments + Investing Faster11:09 How Crypto & Traditional Finance are Coming Together15:07 Why Regulation & Trust Matter for Crypto Investors18:03 Staking + Lending: Can you Earn Income from Your Crypto?21:54 Crypto Derivatives, SMSFs & What Tokenised Ownership Really Means———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.
Alternatives: The investments you've never considered with Dania Zinurova | FinFest 2026
00:00||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Next up, Alternatives: The Investments You’ve Never Considered with Dania Zinurova, Investment Committee member at WAM Alternative Assets Limited (ASX: WMA), who has spent more than 20 years investing in private markets around the world. Beyond shares and property there’s a whole world of investments like infrastructure, private equity and private debt, and Dania explains how they work.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life Solutions.In this episode:00:00 Investments You've Never Considered01:55 Meet Dania Zinurova & the World of Alternative Assets03:20 Listed Investment Companies: Buying Assets at a Discount08:40 Why Private Markets Offer Opportunities Beyond the ASX10:18 Understanding Volatility & the Risks of Unlisted Investments12:58 Private Equity and Infrastructure: From Betty's Burgers to Airports15:14 Water Rights: Investing in Australia's Scarcest Resource18:59 Diversification, Long-term Trends & How Private Investments Create Value———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 company built to compound for decades with Todd Barlow | FinFest 2026
25:53||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Next up is The Company Built to Compound for Decades with Todd Barlow, CEO and Managing Director of Soul Patts since 2015. Some companies keep compounding for generations, and Bryce & Ren wanted to know what it takes to build one that lasts.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Soul Patts.00:00:00 How Soul Patts Has Compounded Wealth For Over 120 Years00:02:11 What Makes Soul Patts Different From Other Funds?00:04:42 The Secret Behind 28 Years Of Dividend Growth00:07:05 How Soul Patts Keeps Beating The Market00:09:18 Why Todd Is Sitting On $3 Billion In Cash00:11:29 The Advantage Of Investing Without Fear00:13:48 The Rules Behind A Portfolio Built To Last00:15:58 Where Soul Patts Is Investing Its Money Now00:17:34 How Todd Is Investing In The AI Boom00:20:17 The Biggest Investing Mistakes To Avoid00:22:20 The Book That Shaped Todd's Investing Philosophy00:23:42 Charlie Munger's Advice For Long-Term Investors———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.
The passive income playbook with Owen Rask | FinFest 2026
31:33||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the week we're releasing 10 of our favourite sessions, recorded live at FinFest, Australia's largest finance festival.For our fifth episode, we're talking all things passive income with Owen Rask, founder of Rask & host of the Australian Finance Podcast. From growing your salary and building better savings habits to debt recycling, dividend ETFs and planning for retirement, Owen shares his playbook for building wealth that eventually pays you back. Plus, why chasing dividends isn't always the answer, how to make the most of your property equity, and when to shift from growing your portfolio to living off it.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November. Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life Solutions.00:00 Owen Rask's Passive Income Playbook01:27 Why building passive income is like rolling a snowball05:07 Grow your salary, boost your savings & build better money habits11:11 Debt recycling: Turning property equity into income-producing investments15:17 The $100k portfolio milestone & the power of compounding18:56 Moving from wealth accumulation to retirement income21:47 Gold, geared ETFs & choosing the right income investments23:20 Q&A: Portfolio transitions, factor ETFs & CGTStocks & ETFs Mentioned: Vanguard Australian Shares High Yield ETF (ASX: VHY), Betashares S&P Australian Shares High Yield ETF (ASX: HYLD), Global X S&P/ASX 200 High Dividend ETF (ASX: ZYAU), iShares S&P 500 AUD ETF (ASX: IVV), Vanguard MSCI Index International Shares ETF (ASX: VGS), Vanguard Australian Shares Index ETF (ASX: VAS), Betashares Australia 200 ETF (ASX: A200), iShares Core S&P/Asx 200 ETF (ASX: IOZ), Vanguard Diversified High Growth Index ETF (ASX: VDHG), VanEck Australian Equal Weight ETF (ASX: MVW), Betashares Australian Top 20 Equity Yield Maximiser Fund (ASX: YMAX)———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.
Finding income in today's market with Michael Price | FinFest 2026
28:50|Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Our next session is Where Can Investors Still Find Income? with Michael Price, who manages the Ausbil Active Dividend Income Fund and has more than 35 years’ experience in markets. With rates on the move, reliable income is harder to find than it looks, so Ally Selby, host of Basis Points, asked Michael where investors are still finding it.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Ausbil.00:00:00 Can Dividends Beat A High Interest Savings Account?00:01:46 Why Shares Can Deliver Better Long-Term Income00:04:08 How To Get More Income Without Sacrificing Growth00:06:34 The Risks Of Chasing Dividend Income00:08:31 How Tax Changes Could Impact Dividend Investors00:10:24 Franking Credits Explained Simply00:12:32 Why Banks And Miners Are Risky For Income00:14:14 Where To Find Growing Dividends00:15:04 Why Qantas Could Be A Dividend Winner00:17:30 Why Australian Banks Could Be In Trouble00:18:50 The Hidden Danger Of High Dividend Yields00:21:56 How To Spot A Sustainable Dividend00:23:44 The Biggest Mistakes Income Investors Make00:24:35 How To Replace Your Salary With Dividends00:27:22 How Much Do You Need To Live Off Dividends?———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.
Three portfolios for different stages of life with Effie Zahos & Ron Hodge | FinFest 2026
30:22||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Today we’re sharing Build Me a Portfolio with Effie Zahos, Money Editor at 9News, and Ron Hodge, founder and CEO of InvestSMART. If you were starting from scratch, what would actually go in your portfolio, and why? Effie and Ron share how they’d build one.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life.Chapters:00:00 Finfest Welcome01:34 Building Three Portfolios04:33 Starting With ETFs06:09 ETF Overlap and Diversification08:29 Core and Satellite Investing11:08 Fees and Regular Investing14:17 Investing While Saving for Property18:05 Portfolio Choices and Rebalancing20:42 Managing Market Fear23:28 Investing With a Mortgage27:03 Portfolio Lessons and Wrap-Up———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 case for backing Australia with Alex Vynokur | FinFest 2026
27:17||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.In Australia’s Next Decade Bryce and Alec sat down with Alex Vynokur, Betashares CEO, to discuss the opportunities and challenges facing Australia, how technology could reshape investing, and the principles investors can use to build wealth over time.In this episode:00:00 Australia's Next Decade: Can We Build A Better Future?02:10 From Immigrant To Betashares Founder05:13 The Biggest Challenges Of Building Betashares08:36 Where Alex Would Start A Business Today11:30 How AI Could Transform Your Financial Future13:33 Why Australia Needs To Think Bigger17:38 What Alex Would Change As Prime Minister19:45 The Next Big Opportunities In AI21:52 Investing Versus Entrepreneurship: What It Takes To Succeed23:27 The Simple Rules For Building Long-Term Wealth25:30 Why Emotions Are Your Biggest Investing RiskMissed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Betashares.———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.
Companies behaving badly with Joe Aston | FinFest 2026
26:41||Season 11Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.Our first session is Companies Behaving Badly with Joe Aston, founder of Rampart, and author of AFR’s Rear Window column for 12 years. Bryce & Ren sat down with Joe to hear the stories behind some of Australia’s biggest corporate dramas, and what investors can learn from them.Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our FinFest Youtube channel by 30 November.Want to be there next year? Join the FinFest 2027 waitlist here.A big thank you to all of our FinFest partners, including this session’s stage sponsor, Betashares.00:00 Welcome to FinFest Week 202603:39 Meet Joe Aston: The journalist Australian CEOs fear06:31 Firmus: What went wrong with the IPO?08:33 NextDC: Red flags in Australia's data centre boom10:28 QANTAS, Alan Joyce and the turnaround14:58 The psychology of power: Why CEOs lose touch with reality17:52 The rise of independent media and Joe's move to Rampart21:10 How investors can spot red flags in CEOs and companies———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.