Equity Mates Investing Podcast
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Latest episodes
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Steve Johnson: What the market is missing about the AI boom
October 5, 2026AI may be transformational, but does that make AI stocks good investments? Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still…
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Our Monthly Portfolio Update - September 2026
October 4, 2026 · 33 minBryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which…
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The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
October 1, 2026AI, 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…
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RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio
September 30, 2026 · 38 minThe 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…
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Scott Phillips: The stock picker who doesn’t think you should pick stocks
September 28, 2026 · 46 minScott 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…
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OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff
September 27, 2026 · 37 minOpenAI 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…
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Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
September 23, 2026 · 44 minWhat 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…
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Cathie Wood: How to Invest in a World Moving This Fast
September 21, 2026 · 43 minCathie 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…