Equity Mates Investing Podcast

Matt Ingram, a financial adviser at North Haven Financial Management who guides clients on passive income and asset allocation. He cuts through passive income hype. Short takes on dividend ETFs, bonds, covered calls, private credit and property. Practical timing advice on when to prioritise income and how to build a deliberate income portfolio.

They review summer portfolio changes like debt recycling, leverage and mortgage moves. Core vs satellite thinking gets a spotlight with ETF lineups and gearing choices. Satellite plans include active small-cap managers, Bitcoin and hedged gold. They describe a new income sleeve focused on steady yields from private credit, bond ETFs and royalties.

David Tuckwell, Chief Investment Officer at ETF Shares, is a seasoned ETF strategist assessing US mega-cap tech. He explains why Alphabet remains a dominant compounder. He describes Nvidia’s software-driven moat and why AI is infrastructure, not hype. He also contrasts ETF strategies with concentrated stock bets for long-term investors.

Matt Ingram, a financial adviser from North Haven who reviews listener portfolios and gives practical investing tips. They discuss why stronger jobs data has markets bracing for rate rises. They unpack the TikTok US deal and why the algorithm matters. Matt also reviews a parent-daughter portfolio and the trio compare three ASX-listed defence ETFs and what each really holds.

Luke Laretive, CEO of Seneca and resource-focused investment manager, shares his bold 2026 call that resources lead the market. He breaks down commodity drivers, why many managers will miss the trade, and contrasts ETFs with stock picking. He highlights top commodity plays, big-miner positioning, and two speculative stocks he thinks could 10x.

Bryce reveals how his $500 to $5,000 challenge finished and what he learned. They unpack China’s collapsing birth rate and the ripple effects of its property crisis. The conversation digs into why SaaS stocks are being punished and whether AI fears have gone too far. Listeners get a look at potential opportunities among beaten-down software names.

In this engaging discussion, Andrew Brown, Executive Director at East 72 and a seasoned value investor, shares 14 bold calls for the coming year. He predicts a resurgence of IPOs, a wave of spinoffs from conglomerates, and an underperformance from Australia's market. Andrew also delves into the potential downfall of unlisted sports teams and the unwinding of precious metals bubbles. Plus, he emphasizes the growing importance of active management and the surprising resilience of UK stocks. Insightful and thought-provoking, this chat is a treasure trove for investors!

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.

Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again).They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV In this episode:03:57 Personal Updates & How to win $500 with the Equity Mates Annual Survey10:17 Commodities, Future of Health and The Rise of Luxury Feelings18:32 China's Growing Influence and The Year of Stock Turnarounds25:20 TransMedics vs Xero: Our Top Picks for 2026———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight———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. Hosted on Acast. See acast.com/privacy for more information.

In this engaging discussion, Alex Thompson, a senior investment professional at Viola Private Wealth, shares insights on setting clients up for success in 2026. He explores how 2026's market conditions will differ from 2025, the implications of the AI bubble, and the growing relevance of private markets. Alex emphasizes the importance of building portfolios around client goals rather than headlines, and advocates for patience and diversification as keys to long-term success. His wealth management tips are practical and focused on achieving lasting financial outcomes.