Intro

2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we’d all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio.

In this episode we cover:

• The biggest market moments of 2025

• How the ASX, S&P 500, Europe, Japan and China really performed

• The standout winners

• The surprising underperformers

Then Simon jumps into the hot seat for his annual Mr Beat Up review, running through which beaten-up stocks bounced…and which ones absolutely didn’t.

Close out a huge 2025 with us and make sure you’re subscribed so you don’t miss our Best of the Best series starting next week with some of Australia’s top fund managers.

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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.

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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

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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. 

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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

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