Equity Mates Investing Podcast

Andrew Mitchell of Aflia discusses the extreme dispersion in the Australian small-cap market, driven by AI and resource themes.

Hosts Bryce and Rand discuss the market impact of AI safety concerns following rogue agent incidents and the geopolitical risks driving oil prices toward $110.

Todd Barlow, CEO of Sol Pat, discusses the firm’s 123-year history, permanent capital structure, and "no regrets" investment philosophy.

Hosts Bryce and Wren discuss Apple’s new foldable iPhone and the market’s muted reaction to its high price.

Bryce and Ren discuss Tesla’s launch of the control-free Cybercab and the global robotaxi race, noting Baidu’s lead over Waymo.

In this "Ask an Advisor" episode, hosts Bryce and Wren are joined by Glenn Hare, founder of Fox and Hare, to address listener questions on investing and the recent Australian budget.

Tom Wickenden from BetaShares analyzes the second half of 2026, highlighting the massive AI capex cycle, the potential commoditization of frontier models, and geopolitical hedges like nuclear energy.

Equity Mates hosts Bryce and Ren interview Michael Frazes, CIO of Frazes Capital Partners, about his new Lion Active ETF (ROAR) and the shift to a momentum-based strategy.

This episode covers Tim Cook stepping down as Apple CEO, replaced by product-focused John Ternus, and analyzes recent earnings from Star Entertainment and Monash IVF.

Andrew Page discusses his investment philosophy, focusing on Australian small caps and Bitcoin.

Equity Mates hosts Bryce and Randon review their August portfolio performance, highlighting gains in gold, copper, and Shopify while discussing their passive investment strategy.

Equity Mates hosts Bryce and Ren interview Kanish Chug, Head of ETF Sales at PIMCO, about adapting retirement strategies for longer lifespans.

Hosts Bryce and Ren discuss global fertility crises, highlighting Singapore’s $76,000 baby bonus and Australia’s record-low birth rate as major economic challenges.

Hosts Bryce and Ren interview Dr.

Hosts Bryce and Wren analyze Moderna’s 177% surge following a breakthrough mRNA cancer vaccine trial, discussing the resulting short squeeze and the broader potential of AI in healthcare.

Equity Mates hosts Bryce and Ren interview Helen Mason, Head of Credit Australia at Schroders, who argues that Australian dividends are overrated compared to public credit.

Equity Mates hosts Bryce and Ren discuss the global backlash against data centers due to power demands, rising long-term borrowing costs, and mixed earnings from A2 Milk, JB Hi-Fi, and CSL.

Equity Mates hosts Bryce and Ren welcome financial advisor Matt Ingram to discuss managing finances through major life changes, particularly having children.

Hosts Bryce and Ren analyze Australia’s softening housing market, noting falling loan applications but strong bank profits, and discuss the diamond…

Equitymates hosts Bryce and Ren check in on their BetaShares portfolio competition with guests Cam Gleason and Ali Selby.

This episode analyzes global reporting season, highlighting record index highs and strong earnings across the US, Europe, and Australia.

Equitymates host Alec interviews Sam Ruiz from T.

Hosts Bryce and Ren recap five weeks of market activity, covering a volatile AI sector pullback, strong Q2 earnings from big tech, and the collapse of leveraged hedge funds.

Host Ren interviews Alex Polak, CIO of Loftus Peak, about the massive AI spending by big tech and the recent semiconductor market downturn.

This episode explores the shift in luxury spending from tangible goods to exclusive experiences, driven by widening wealth inequality.

Hosts Bryce and Ren explore the future of agricultural technology, highlighting how AI, robotics, and biotech are boosting yields on limited farmland.

Hosts Bryce and Ren explore cybersecurity as a key investment theme, highlighting how AI tools like Anthropic’s Mythos have exposed thousands of vulnerabilities, accelerating the need for defense.

Hosts Bryce and Ren explore the rise of the global middle class, focusing on economic shifts in India, Southeast Asia, and Latin America.

Hosts Bryce and Ren explore the convergence of AI and robotics, highlighting "dark factories" in China and the shift toward physical AI applications.

Hosts Bryce and Ren analyze the digital entertainment sector, highlighting massive M&A activity and growth driven by emerging markets and mobile gaming.

Hosts Bryce and Wren explore how Australia can capitalize on the global electrification boom by leveraging its vast reserves of copper, lithium, nickel, and cobalt.

Hosts Bryce and Ren explore the booming pet economy, driven by rising ownership rates and increased spending per pet, particularly among younger generations.