Equity Mates Investing Podcast

Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax?

Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.

Chapters:
00:00 Your Biggest Investing Questions Answered
01:38 Managed Portfolios vs DIY Investing
03:58 Building a Better ETF Portfolio
08:58 ETF Overlap, Capital Gains Tax and Dividend Investing
11:31 HECS Debt, Bonds and Debt Recycling
19:10 Investing for Your Kids
23:54 Super Contributions, Tax Traps and Insurance
31:48 Financial Independence and Buying Your First Home

Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Nasdaq 100 ETF (ASX: NDQ), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Vanguard Diversified High Growth Index ETF (ASX: VDHG)

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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.

———

Want more Equity Mates? Across books, podcasts, video + 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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.

In this episode:
00:00 First Reactions: Bill Ackman & New York
03:27 Ackman on AI, Buffett & the Everyday Investor
06:23 Inside Bill Ackman's Investing Philosophy
10:24 Ackman's Top Holdings
11:26 Uber's Robotaxi Bet
15:20 Aussie Brands Conquering America
20:19 Why Australian Businesses Fail Overseas

Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)

A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com

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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.

———

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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities.

In this episode:
00:00 Why Australian investors are underweight Asia
04:14 Geopolitical risk, oil prices & emerging-market consumers
07:42 The Asian companies powering the AI boom
17:22 Beyond AI: overlooked opportunities across Asia
21:46 India’s enormous healthcare opportunity
29:47 Vietnam and Indonesia’s emerging middle class
33:20 China: AI enthusiasm, Tencent & an unlikely lighting winner
42:42 The biggest mistakes Australians make investing in Asia

Stocks & ETFs Mentioned: Platinum Asia Fund Complex ETF (ASX: PAXX), Taiwan Semiconductor Manufacturing Company (TWSE: 2330), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Nvidia (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Sea Limited (NYSE: SE), Jollibee Foods Corporation (PSE: JFC), Mayora Indah (IDX: MYOR), Yatharth Hospitals (NSE: YATHARTH), Mobile World Investment Corporation (HOSE: MWG), Astra International (IDX: ASII), Tencent Holdings (HKEX: 0700), Guangzhou Haoyang Electronic (SZSE: 300833), Unilever India / Hindustan Unilever (NSE: HINDUNILVR), Hanwha Ocean (KRX: 042660)

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For listeners interested in exploring this approach to investing in Asia, the Platinum Asia Fund Complex ETF (ASX:PAXX) provides access to Platinum’s actively managed Asia strategy through the ASX. To learn more, visit Platinum.com.au and search PAXX.

General information only, not financial advice. It does not take into account your investment objectives, financial situation or needs. Before investing, consider the PDS and Target Market Determination available at platinum.com.au and whether the investment is appropriate for you. Issued by Platinum Investment Management Limited (ABN 25 063 565 006, AFSL 221935).

This episode has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum Trust® Funds (the “Funds”). This episode contains general information only and is not intended to provide any person with financial advice. It does not take into account any person’s (or class of persons’) investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire Platinum Trust® Product Disclosure Statement (including any Supplement(s) thereto) (“PDS”) and consider your particular investment objectives, financial situation and needs before making any investment decision to invest in (or divest from) a Fund. The Funds’ target market determination is available at www.platinum.com.au/invest-now. You can obtain a copy of the current PDS from Platinum’s website, www.platinum.com.au or by phoning 1300 726 700 (within Australia), 0800 700 726 (within New Zealand) or +61 2 9255 7500, or by emailing to invest@platinum.com.au.

The information contained in this episode is general information only and not intended to be financial product advice. It has not been prepared taking into account any particular investor’s or class of investors’ investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire PDS and consider your particular investment objectives, financial situation and needs prior to making any investment decision to invest in the Fund. You should also obtain professional advice prior to making an investment decision.
Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. While the information in this episode has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained in the episode, and to the extent permitted by law, no liability is accepted by any company of the L1 Group or their directors, officers or employees for any loss or damage as a result of any reliance on this information. L1 Group means L1 Group Limited ABN 13 050 064 287 and all of its subsidiaries and associated entities (including Platinum). Some numerical figures in this episode have been subject to rounding adjustments. Certain information contained in this episode may constitute "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looking statements.

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers?

In this episode:
00:00 Live From Central Park: Property, AI & IPOs
04:06 Australian Property Prices Keep Falling
09:15 Anthropic & Firmus Test the AI Trade
10:31 Inside Anthropic’s Eye-Watering IPO Numbers
14:36 Firmus Targets a $43.7 Billion Valuation
17:27 What Exactly Is an AI Factory?
22:38 Firmus vs Global AI Infrastructure Competitors
27:06 Would Bryce & Ren Buy Firmus?

Stocks & ETFs Mentioned: SpaceX (NASDAQ: SPCX), Telstra (ASX: TLS), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Transurban (ASX: TCL), NEXTDC (ASX: NXT), Nebius (NASDAQ: NBIS), IREN (NASDAQ: IREN), Cipher Digital (NASDAQ: CIFR), Applied Digital (NASDAQ: APLD), NVIDIA (NASDAQ: NVDA), TSMC (NYSE: TSM)

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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.

———

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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

AI 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 prefers stocks over property for building long-term wealth.

Chapters:
01:48 Steve Johnson on AI
04:28 AI Investing and Bubble Risk
10:33 What Could End the AI Trade
12:35 Forager’s Costly Mistakes
17:12 Software and Small Cap Opportunities
30:06 Motorcycle Holdings and Australia
38:15 Shares Versus Property
41:30 Credit and Australian House Prices
45:05 Advice for Long-Term Investors

Stocks & ETFs mentioned: EML Payments (ASX: EML), Fiserv (NYSE: FI), Xero (ASX: XRO), MYOB (formerly ASX: MYO; delisted), Catapult Sports (ASX: CAT), Wix.com (NASDAQ: WIX), Motorcycle Holdings (ASX: MTO), Eagers Automotive (ASX: APE), BYD (HKEX: 01211), Honda Motor (TSE: 7267), Meta Platforms (NASDAQ: META)

———

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 + 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
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.