Equity Mates Investing Podcast Introducing the Equity Mates Community Portfolio, house prices diverge & Corporate Travel Management’s collapse
Feb 4, 2026
A new community-driven portfolio where listeners pitch ASX ideas and the hosts build a $1,000 mock portfolio. A corporate collapse story: a trading halt, alleged $160m issue and management upheaval at a travel company. A housing split: Sydney and Melbourne flat while other capitals surge. Two early picks: an AI infrastructure ETF and a wearable sports-tech company.
AI Snips
Chapters
Transcript
Episode notes
Founder-Led Stocks Can Suddenly Falter
- Even high-flying founder-led stocks can stumble when governance or operational issues emerge.
- Bryce and Ren warn investors to stay unemotional and constantly reassess individual holdings.
Two-Speed Australian Housing Market
- Australian house prices show sharp divergence: Sydney and Melbourne flat while several smaller capitals run hot.
- Ren and Bryce highlight affordability limits in big cities as a key driver of the split.
Consider Stocks If Property Is Unaffordable
- You don't have to build wealth through property; consider stock market investing as an accessible alternative.
- Bryce reminds listeners they can start building wealth from as little as a dollar in the market.