Afleveringen
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Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise of the global middle class and mobile gaming to AI-powered content creation, and explore the companies and ETFs giving investors exposure to one of the world's fastest-growing sectors.
In this episode:
00:00 β Why digital entertainment is booming
02:56 β Emerging markets and the rise of the global middle class
04:16 β Mobile gaming becomes the biggest force in gaming
08:13 β How AI is changing streaming and entertainment
10:09 β Advertising, gaming economics and industry growth
18:01 β Key investment risks and competitive pressures
22:26 β Stocks to watch across streaming, gaming and music
30:37 β ETFs and final investing takeaways
Stocks & ETFs Mentioned: Netflix (NASDAQ: NFLX), Warner Bros. Discovery (NASDAQ: WBD), Paramount Skydance Corp (NASDAQ: PSKY), Electronic Arts (NASDAQ: EA), Apple (NASDAQ: AAPL), Spotify (NYSE: SPOT), Instagram (NASDAQ: META), AppLovin (NASDAQ: APP), Duolingo (NASDAQ: DUOL), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Disney (NYSE: DIS), Take-Two Interactive (NASDAQ: TTWO), Tencent (HKEX: 0700), Nintendo (TYO: 7974), Sony (TYO: 6758), Cover Corporation (TYO: 5253), Universal Music Group (EURONEXT: UMG), VanEck Video Gaming and Esports ETF (ASX: ESPO), Betashares Video Games and Esports ETF (ASX: GAME), iShares Evolved U.S. Media and Technology ETF (NYSEARCA: IEME), Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), Invesco Dynamic Leisure and Entertainment ETF (NYSEARCA: PEJ), Mastercard (NYSE: MA), Visa (NYSE: V)
This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right.
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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.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
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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.
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Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the worldβs largest deposits of the critical minerals needed to power this transition, but can we turn that natural advantage into long-term economic success? In this episode, Bryce & Ren unpack the investment case for four of those critical minerals, explore the biggest growth drivers over the next decade, and list the stocks and ETFs giving investors exposure.
In this episode:
00:00 β Why electrification is the defining trend of the next decade
03:59 β The four critical minerals: copper, lithium, nickel and cobalt
08:25 β The biggest growth drivers: EVs, batteries and emerging markets
12:48 β AI and data centres are driving electricity demand higher
16:11 β Investment opportunities across Australian miners
23:27 β ETFs for investing in the electrification theme
24:22 β How Bryce and Ren are approaching the opportunity
27:07 β Final thoughts on Australiaβs green metals future
Stocks & ETFs Mentioned: BHP Group (ASX: BHP), Rio Tinto (ASX: RIO), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Liontown Resources (ASX: LTR), Albemarle (NYSE: ALB), Glencore (LSE: GLEN), Vale (NYSE: VALE), Nickel Industries (ASX: NIC), Cobalt Blue Holdings (ASX: COB), Global X Copper Miners ETF (ASX: WIRE), Betashares Energy Transition Metals ETF (ASX: XMET), Global X Green Metal Miners ETF (ASX: GMTL), Global X Battery Tech & Lithium ETF (ASX: ACDC), Origin Energy (ASX: ORG), AGL Energy (ASX: AGL), Quanta Services (NYSE: PWR), Tesla (NASDAQ: TSLA), CATL, Southern Cross Electrical Engineering (ASX: SXE), Freeport-McMoRan (NYSE: FCX), Fortescue (ASX: FMG)
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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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Zijn er afleveringen die ontbreken?
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There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in the world. In this episode of The Decade Ahead, Bryce and Ren unpack the trends driving the boom, the companies positioned to benefit, and whether this is a theme investors should be watching over the next decade.
In this episode:
00:00 - Why the pet economy is booming
03:50 - Australia's pet population and spending habits
07:18 - Why younger generations are choosing pets over kids
11:56 - Where the money is going in pet care
16:44 - Australia's biggest pet businesses
21:51 - The trends driving the next decade of pet care
24:35 - Risks investors should consider
25:57 - How to invest in the pet care theme
Stocks & ETFs Mentioned: Ebos Group (ASX: EBO), NestlΓ© (SIX: NESN), Colgate-Palmolive (NYSE: CL), Freshpet (NASDAQ: FRPT), Zoetis (NYSE: ZTS), IDEXX Laboratories (NASDAQ: IDXX), Chewy (NYSE: CHWY), ProShares Pet Care ETF (BATS: PAWZ), Mastercard (NYSE: MA)
This episode of The Decade Ahead is brought to you by ANZ Business Start Right.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores the trends reshaping healthcare, the companies leading the charge, and how investors can gain exposure to one of the world's fastest-growing industries.
In this episode:
00:00 β Why longevity is becoming a major investment theme
03:16 β The $3.5 trillion biotech opportunity & the rise of the longevity economy
07:58 β AI, peptides & personalised medicine driving medical breakthroughs
14:56 β The risks: regulation, clinical trial failures & tariffs
17:47 β Partner message from ANZ Business Start Right
19:22 β The biggest opportunities in biotech over the next decade
20:25 β The companies leading the biotech revolution
27:13 β ETFs and how to invest in Biotech & Longevity
Stocks & ETFs Mentioned: CSL (ASX: CSL), Pfizer (NYSE: PFE), Merck (NYSE: MRK), Johnson & Johnson (NYSE: JNJ), Roche, AstraZeneca (LSE: AZN), AbbVie (NYSE: ABBV), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Vertex Pharmaceuticals (NASDAQ: VRTX), Regeneron Pharmaceuticals (NASDAQ: REGN), Moderna (NASDAQ: MRNA), BioNTech (NASDAQ: BNTX), Unity Biotechnology (NASDAQ: UBX), BioAge Labs (NASDAQ: BIOA), Recursion Pharmaceuticals (NASDAQ: RXRX), ResMed (ASX: RMD), Cochlear (ASX: COH), Sonic Healthcare (ASX: SHL), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Mesoblast (ASX: MSB), VanEck Global Healthcare Leaders ETF (ASX: HLTH), iShares Global Healthcare ETF (ASX: IXJ), Betashares Global Healthcare Currency Hedged ETF (ASX: DRUG), iShares U.S. Pharmaceuticals ETF, iShares Biotechnology ETF (NYSEARCA: IBB), SPDR S&P Biotech ETF (NYSEARCA: XBI), ARK Genomic Revolution ETF (BATS: ARKG), Range Cancer Therapeutics ETF (CANC)
This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport.
In this episode:
00:00 - EV Adoption Has Reached a Tipping Point
07:17 - Why Robotaxis are the Next Chapter of the EV Story
09:25 - Understanding the Six Levels of Autonomous Driving
14:22 - Waymo, Tesla and the Global Robotaxi Race
22:33 - The Biggest Risks: Technology, Regulation and Trust
29:47 - Investing in Robotaxis: Companies and ETFs to Watch
35:20 - Will Australia Keep Up?
Stocks & ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Amazon (NASDAQ: AMZN), Baidu (NASDAQ: BIDU), Pony.ai (NASDAQ: PONY), WeRide (NASDAQ: WRD), Mercedes-Benz Group, General Motors (NYSE: GM), Toyota (NYSE: TM), BYD (HKEX: 1211), Uber (NYSE: UBER), Lyft (NASDAQ: LYFT), Betashares Electric Vehicles and Future Mobility ETF, Global X Battery Tech & Lithium ETF, Roundhill Robotaxis & Autonomous Driving ETF (CBOE: RBTX).
This episode ofThe Decade Ahead is brought to you by ANZ Business Start Right.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explaining what really drives the gold price, why investors misunderstand its role in a portfolio, and whether Bitcoin deserves to be called digital gold.
In this episode:
00:00 Introduction
02:29 Jordan's Investment Journey
05:58 Inside the Gold Frenzy
09:00 Why Gold Fell
13:44 What Drives Gold Prices
16:41 Why Gold Still Matters
24:41 Long-Term Gold Demand
31:01 Gold in Your Portfolio
34:27 Bitcoin Versus Gold
39:51 Ways to Invest in Gold
42:23 Final Advice for Investors
Thanks to ABC Bullion for sponsoring this episode and helping to keep our content free. Listeners can learn more about ABC Bullion and access the precious metals market 24/7 via www.abcbullion.com.
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To check out LendUs head to https://www.lendus.com.au/equitymates
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead.
In this episode:
00:00 β Portfolio update & Big Announcement
02:58 β June market recap & what moved global markets
06:43 β Bryceβs portfolio: healthcare rebound & standout performers
14:24 β Renβs portfolio: deploying capital into active managers
18:02 β Can active managers beat the index?
22:58 β Bryceβs full portfolio breakdown
25:50 β Renβs full portfolio breakdown
30:10 β What's Next & The Decade Ahead preview
Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Taiwan Semiconductor Manufacturing Company (NYSE: TSMC), Catapult Group (ASX: CAT), Shopify (NASDAQ: SHOP), Spotify (NYSE: SPOT), Mercado Libre (NASDAQ: MELI), Macquarie Group (ASX: MQG), Sea Limited (NYSE: SE), QXO (NYSE: QXO), ASX: G200, ASX: GGUS, ASX: IVV, ASX: VAE, ASX: VEQ, Betashares Global Banks ETF (ASX: BNKS), Betashares Japan ETF (ASX: HJPN), Betashares Gold Bullion ETF Currency Hedged (ASX: QAU), ASX: WIRE, ASX: GHHF, ASX: EXUS, ASX: BEMG, ASX: ECRD, ASX: ROYL, ASX: CIIH, ASX: ASIA, Five V Capital Horizons, Schroders Specialist Private Equity Fund, Hamilton Lane Global Private Equity, Plato Global Alpha, Monroe Global Growth, Loftus Peak Global Disruption, Monroe Small & Mid Caps, Ophir Global Opportunities Fund, Seneca Australian Small Companies Fund, Fairlight Small & Mid Cap Fund.
Get ahead this tax season. Sign up to Sharesight now and Save 4 months when you purchase an annual paid plan: https://www.sharesight.com/equitymates
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Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink.
Whether you agree or disagree, this conversation challenges some of Australia's biggest economic assumptions.
In this episode:
00:00 Welcome Alan
02:30 Why Housing Must Change
05:40 Housing Supply Solutions
09:06 Immigration And Housing
13:05 Fixing Childcare
19:11 Net Zero Reality
22:02 Preparing For Warming
26:18 AI Government Blind Spot
30:23 AI's Business Economics
33:19 Government's Bigger Role
ποΈ FinFest 2026 is coming! Join over 2,000 investors at Carriageworks, Sydney on 24 October. Grab your tickets: https://equitymates.com/finfest
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To check out LendUs head to https://www.lendus.com.au/equitymates
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one).
In this episode:
00:00 β Metaβs prediction markets play
04:55 β Oil prices & what it means for petrol prices
08:24 β Community Portfolio: halfway performance review
11:46 β Biggest winners, biggest losers & portfolio decisions
14:17 β Should the Community Portfolio sell Bitcoin?
15:56 β The latest update in our quest to get Warren Buffett on the pod
21:23 β The Decade Ahead series tease
Stocks & ETFs Mentioned: Meta Platforms (NASDAQ: META), Brent Crude (ICE: BRN), West Texas Intermediate (WTI), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Alphabet (NASDAQ: GOOGL), Bitcoin, PWR Holdings (ASX: PWH), ResMed (ASX: RMD), NanoVue, PlaySide Studios (ASX: PLY), Link Minerals, GE Vernova (NYSE: GEV), Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
βββ
To check out LendUs head to https://www.lendus.com.au/equitymates
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the worldβs most important metals.
In this episode:
00:00 β Why copper is becoming critical to the global economy
02:05 β Introducing William Taylor | ETF Shares
04:09 β AI, data centres and the new source of copper demand
07:43 β Urbanisation, emerging markets and long-term demand growth
10:12 β The global copper supply bottleneck
16:21 β Copper prices, cycles and the investment outlook
27:29 β Why invest in a copper ETF rather than individual miners?
31:15 β Inside ETF Sharesβ CPPR copper ETF
ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW)
To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr
The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au.
βββ
To check out LendUs head to https://www.lendus.com.au/equitymates
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation.
Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocksβor simply buying the indexβmay be the most powerful investing lesson of all.
In this episode:
00:00 β Australian property market shows signs of cooling
02:42 β SMSF property tax concessions under pressure
04:39 β Auction clearance rates fall below 50%
08:17 β UK political turmoil and another Prime Minister resignation
11:12 β WiseTech, founder risk and the Richard White investigation
14:25 β Pimp My Portfolio: Sebβs ETF and stock portfolio reviewed
26:18 β The 100-year stock market study that changes how you invest
33:37 β Why indexing remains one of the simplest investing strategies
Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA)
βββ
To check out LendUs head to https://www.lendus.com.au/equitymates
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient.
In this episode:
00:00 Budget Investing Changes
01:29 ETF Tax Case Studies
04:04 Tax Winners and Losers
07:26 Why Growth Still Wins
11:35 Property vs Shares
15:20 Negative Gearing Impact
17:08 New Leverage Strategies
19:33 Will Investors Leave Property?
23:23 Dividend vs Growth Investing
25:35 Retirement and FIRE Changes
30:16 Final Investing Takeaways
Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ)
You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF
If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch.
To check out LendUs head to https://www.lendus.com.au/equitymates
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Whatβs a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFAβs controversial new breaks to UFCβs costly White House spectacle and Ice Cubeβs surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling thatβs fallen hard from its highs. Is the market overreacting, or is the sell-off justified?
In this episode:
00:00 β FIFAβs hydration breaks & the hidden ad revenue opportunity
04:36 β The Knicksβ success & Madison Square Gardenβs stock surge
05:57 β UFCβs expensive White House event & investor reaction
07:37 β Ice Cubeβs Big3 basketball league heads for IPO
09:42 β Mr Beat Up scorecard: reviewing previous picks
11:34 β Hims & Hers Health & its rollercoaster journey
16:22 β Applying the four-step stock checklist
23:35 β Our Valuation verdict
ETFs and Stocks mentioned: Madison Square Garden Sports Corp (NYSE: MSGS), Madison Square Garden Entertainment Corp (NYSE: MSGE), TKO Group Holdings (NYSE: TKO), Formula One Group (NASDAQ: FWONK), Manchester United (NYSE: MANU), Juventus (BIT: JUVE), Brisbane Broncos (ASX: BBL), Xero (ASX: XRO), Duolingo (NASDAQ: DUOL), Flutter Entertainment (NYSE: FLUT), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Boeing (NYSE: BA), UnitedHealth Group (NYSE: UNH), Tesla (NASDAQ: TSLA), ServiceNow (NYSE: NOW), Hims & Hers Health (NYSE: HIMS), Novo Nordisk (NYSE: NVO)
To check out LendUs head to https://www.lendus.com.au/equitymates
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering compelling income and portfolio protection.
In this episode:
00:00 β What the bond market is telling investors
04:31 β Why bond yields are rising around the world
08:31 β Government debt, deficits and fiscal sustainability
12:00 β Interest rate outlook: Australia and the US
15:50 β Warren Buffett's warning on higher rates
17:55 β AI euphoria vs bond market reality
20:59 β PIMCO's base case for the economy
23:48 β Why bonds are attractive again
33:31 β How investors can access fixed income today
Stocks & ETFs mentioned: PIMCO Short-Term Active Yield ETF (ASX: EARN), PIMCO Australian Bond Active ETF (ASX: PAUS), PIMCO Global Bond Active ETF (ASX: PGBF)
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Markets breathed a sigh of relief as the US and Iran confirmed a peace deal, sending stocks higher and oil lower. Bryce & Ren unpack what the agreement means for investors, why the biggest IPO in history has everyone talking, and how to think about the wave of mega-listings still to come. Plus, with tax time approaching fast, they run through a practical EOFY checklist that could save maximise your return.
In this episode:
00:00 β US-Iran peace deal confirmed
02:12 β How markets reacted: oil, stocks & gold
07:11 β Why long-term investors should ignore short-term panic
08:13 β SpaceX becomes the largest IPO in history
10:20 β IPOs explained: how they work and how they're priced
14:57 β The hidden risks of buying hot IPOs
21:42 β EOFY tax checklist for investors
27:30 β Avoiding common tax-time mistakes
ETFs and Stocks mentioned: SpaceX (NASDAQ: SPCX), Meta Platforms (NASDAQ: META), Uber Technologies (NYSE: UBER), Spotify Technology (NYSE: SPOT), QBE Insurance Group (ASX: QBE)
Video Editor Role: https://employmenthero.com/jobs/position/betashares-video-editor-equity-mates-lkxag/
Equity Mates Explains Channel: https://www.youtube.com/@EquityMatesExplains
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australiaβs productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.
In this episode:
00:00 β Chris changes his view on Australian small caps
03:24 β Iran, the Strait of Hormuz and why energy matters
08:07 β Is Australia at the top of the rate cycle?
09:24 β Why Chris disagrees with consensus on US rates
13:54 β The real bubble is in bonds
19:17 β Will AI create a productivity boom?
24:07 β Positioning the portfolio for the AI race
31:23 β Australia's gas tax and energy policy debate
35:51 β Gold, central banks and sovereign reserves
41:23 β The most overlooked investment themes
43:47 β The best business Chris has ever seen: Tether
45:33 β Why Claude is his investing tool of choice
46:19 β Final investing advice: know your game
ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US Dollar
For Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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 Sharesightβββ
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.
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Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adjusting a core ETF portfolio.
In this episode:
00:00 β Inflation returns as a global concern
04:36 β Australian housing wobbles and bank shorts rise
07:37 β The latest update in the Warren Buffett quest
11:31 β Billboard & other ideas to get Buffettβs attention
17:19 - Mobilising the Equity Mates Community
21:11 β Core vs satellite portfolios explained
23:19 β DHHF vs building your own ETF portfolio
26:16 β Portfolio weighting, CGT events and hedging
ETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200)
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Most investors spend their time looking for the next stock to buy, Stephen Arnold, Founder and CIO of Aoris, argues that great investing starts by knowing what not to own. In this episode, he explains Aorisβ quality-first approach, why the fund avoids entire sectors like banks, mining and biotech, and how a concentrated portfolio of just 15 businesses helps them focus on companies with durable advantages, strong cultures and long runways for growth.
In this episode:
00:00 β Why Aoris runs a concentrated portfolio
02:22 β What βquality-first value investingβ means
07:52 β Red flags and Aorisβ no-go zones
09:29 β Compass Group: The world's largest contract caterer
18:29 β Cintas: The boring compounder hiding in plain sight
25:06 β The importance of defining what not to buy
27:13 β Why Aoris avoids banks, mining, biotech and more
35:19 β Why only 15 stocks and lessons for investors
Thanks to Aoris for sponsoring this episode and helping to keep our content free. The Aoris International Fund is available as an Active ETF, via the following ASX listed products: ASX: BAOR: Aoris International Fund Active ETF (Class B) & ASX: DAOR: Aoris International Fund Active ETF (Class D) (Hedged).
Visit the Aoris Website to download the Owners Manual - https://www.aoris.com.au/
ETFs and Stocks mentioned: Compass Group (LSE: CPG), Cintas (NASDAQ: CTAS), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA)
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.
In this episode:
00:00 β The $400 billion AI market stress test
01:31 β SpaceX IPO demand explodes
05:47 β Alphabet, Meta, OpenAI and Anthropic chase capital
09:11 β Why IPO investors should slow down
10:40 β South Koreaβs AI-fuelled bonus boom
14:13 β Bryce reveals his stock thesis cards
15:48 β Intuitive Surgical: thesis, risks and valuation
23:15 β Community Portfolio update and Bitcoin review
26:43 β GE Vernova, Siemens and Mitsubishi Heavy Industries pitch
ETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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Fresh off the sale of Eucalyptus to Hims & Hers in a $1.6 billion deal, co-founder Tim Doyle joins Equity Mates to unpack the journey from startup idea to global healthcare platform. He shares what it was really like in the deal room, the early lessons from Koala and digital marketing, how GLP-1 medications transformed the business, why Australia needs better startup infrastructure, and what founders can learn about risk, ambition and building at scale.
In this episode:
00:00 β The $1.6 billion exit and signing day chaos
02:49 β Why Eucalyptus decided to sell
10:31 β The origins of Eucalyptus and early startup lessons
17:54 β Good businesses, bad businesses and portfolio thinking
26:34 β Building telehealth amid industry criticism
30:52 β How GLP-1s changed everything
40:53 β AI, startups and the next technology wave
47:50 β ESOPs, startup talent and the future of Australiaβs ecosystem
ETFs and Stocks mentioned: Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Amazon (NASDAQ: AMZN), Netflix (NASDAQ: NFLX), Atlassian (NASDAQ: TEAM), Woolworths Group (ASX: WOW)
βββ
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.
βββ
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing β weβve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
Weβre particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
βββ
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
βββ
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.
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