Equity Mates Investing Podcast Bryce sells everything, European defence stocks surge & managing your Super
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Jan 21, 2026 This discussion dives into the impressive surge of European defence stocks driven by a massive rearmament plan. Bryce shares his bold decision to completely reset his portfolio, revealing strategies like debt recycling and shifting towards a blend of stocks and property. The hosts also explore silver’s remarkable 174% ETF gain, fueled by industrial demand and Australia’s resource strength. Finally, they tackle key superannuation choices and the importance of low fees and diversification while sharing their own super setups.
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European Defence Stocks Rally
- European defence stocks have surged recently, driven by rearmament and an €800bn European spending plan.
- Major winners include Saab, Rheinmetall and BAE Systems, and the thematic has doubled in ~1.5 years.
Silver's Dual Demand Driver
- Silver rallied strongly in 2025, gaining ~174% in ETFs, reflecting both safe-haven demand and rising industrial use.
- Solar demand now consumes ~30% of global silver, up from 4% fifteen years ago, boosting structural demand.
Full Portfolio Reset Over Summer
- Bryce liquidated his entire portfolio over summer to restructure holdings and move to trust/mortgage gearing.
- He accepted tax consequences to reset structures and enable debt recycling into property and stocks.