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Equity Mates Investing Podcast

Equity Mates Investing Podcast

Di: Equity Mates Media
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!

Hosted on Acast. See acast.com/privacy for more information.

Copyright 2020. All rights reserved. Economia Finanza personale
Episodi
  • Bill Ackman on building the next Berkshire, AI & his next 10-bagger

    Bill Ackman on building the next Berkshire, AI & his next 10-bagger
    Oct 28 2026
    Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s most famous battles. In New York, Bryce & Ren sit down with the billionaire investor to get his take on whether AI is a bubble, why he sold Alphabet and bought back into Netflix, and his plan to turn Howard Hughes into a modern-day Berkshire Hathaway. Plus, a surprising story about Warren Buffett, and Bill gives his verdict on Bryce & Ren’s own portfolios.In this episode:00:00 Bill Ackman's Biggest Wins, Losses And Lessons07:15 Inside The Pershing Square Empire09:42 Is AI The Biggest Investment Opportunity Or A Bubble?11:03 Could AI Become A Threat To Humanity?14:31 Why Bill Is Bullish On Big Tech's AI Spending16:42 Interest Rates, Inflation And The Fed's Next Move21:39 Where Bill Sees Opportunities And Hidden Risks24:40 The Investment Philosophy Behind His Billions28:09 Why Bill Ackman Is No Longer An Activist Investor30:02 What Makes A Business Almost Impossible To Disrupt?32:02 Why He Only Owns A Handful Of Stocks35:32 Why Bill Sold Netflix And Then Bought It Back38:19 Why He Sold Alphabet But Still Owns Big Tech41:08 How Bill Judges CEOs And Uses AI To Research Stocks44:10 What Warren Buffett Taught Bill Ackman47:31 The Secret Behind Berkshire Hathaway's Success50:09 Building The Next Berkshire With Howard Hughes55:36 Why Insurance Is The Key To His Next Big Bet59:24 Bill Ackman Reviews Our Stock Portfolios01:05:37 Why Great Stocks Are Getting Cheaper01:06:50 Bill's High-Conviction Bet On Fannie Mae And Freddie Mac01:08:39 His Biggest Piece Of Advice For Everyday InvestorsStocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Berkshire Hathaway (NYSE: BRK.B), Canadian Pacific Kansas City (NYSE: CP), Herbalife (NYSE: HLF), Bausch Health (NYSE: BHC), Wells Fargo (NYSE: WFC), Blackstone (NYSE: BX), KKR (NYSE: KKR), Howard Hughes Holdings (NYSE: HHH), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), SpaceX (NASDAQ: SPCX), Apollo Global Management (NYSE: APO), Uber (NYSE: UBER), Restaurant Brands International (NYSE: QSR), Wendy’s (NASDAQ: WEN), Netflix (NASDAQ: NFLX), Alphabet (NASDAQ: GOOGL), Visa (NYSE: V), Mastercard (NYSE: MA), Simon Property Group (NYSE: SPG), Apple (NASDAQ: AAPL), Axon Enterprise (NASDAQ: AXON), Eli Lilly (NYSE: LLY), Spotify (NYSE: SPOT), Universal Music Group (Euronext Amsterdam: UMG), Intuitive Surgical (NASDAQ: ISRG), TransMedics (NASDAQ: TMDX), MercadoLibre (NASDAQ: MELI), Sea Limited (NYSE: SE), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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    1 ora e 11 min
  • Searching for predictability in an unpredictable market with Warryn Robertson

    Searching for predictability in an unpredictable market with Warryn Robertson
    Oct 26 2026
    Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses?Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and why he's increasingly concerned about what's happening beneath the surface of the share market. From data centres and mobile towers to Visa, lotteries and a surprisingly compelling tax business, Warryn unpacks where he's finding opportunities, why he thinks some popular investments don't stack up and how AI is changing the definition of a great business.In this episode:00:00 Finding Predictable Stocks01:38 Warryn’s Investing Origins04:35 Spotting Financial Red Flags06:50 Why Infrastructure and Equities11:22 Visa as a Franchise13:18 Inflation and Infrastructure15:45 Inside the Infrastructure Checklist20:05 Satellite and Tower Assets24:48 Five Sources of Franchise29:57 Fund Performance and Positioning36:01 AI and Business Predictability38:31 H&R Block’s Hidden StrengthStocks & ETFs mentioned: Visa (NYSE: V), SES (Euronext Paris: SESG), American Tower (NYSE: AMT), Crown Castle (NYSE: CCI), Cellnex Telecom (BME: CLNX), Anheuser-Busch InBev (EBR: ABI), Brightstar Lottery (NYSE: BRSL), La Française des Jeux (EPA: FDJ), PayPal (NASDAQ: PYPL), H&R Block (NYSE: HRB)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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    44 min
  • Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings

    Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings
    Oct 25 2026
    Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and potential final trades. Then Henry Jennings from Marcus Today joins for Pimp My Portfolio, helping a community member tackle ETF overlap, diversification and the art of keeping investing simple.In this episode:00:00 NextDC crashes 42% as backlash grows06:57 Breakthroughs, cybersecurity & the compute crunch10:23 Tesla + SpaceX: Elon Musk's mega-merger plans15:32 Community portfolio update: Are we beating the market?17:09 The biggest winners & losers in our portfolio19:49 October stock picks: What should we buy next?23:44 Pimp My Portfolio with Henry Jennings28:07 ETF overlap, diversification & DCAStocks & ETFs Mentioned: NextDC (ASX: NXT), Goodman Group (ASX: GMG), Tesla (NASDAQ: TSLA), SpaceX (NASDAQ: SPCX), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT), Betashares Diversified All Growth ETF (ASX: DHHF), PWR Holdings (ASX: PWH), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Telix Pharmaceuticals (ASX: TLX), Codan (ASX: CDA), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Catapult Group International (ASX: CAT), Motorcycle Holdings (ASX: MTO), SK Hynix (KRX: 000660), APA Group (ASX: APA), ResMed (ASX: RMD), Intuitive Surgical (NASDAQ: ISRG), HUB24 (ASX: HUB), Meta Platforms (NASDAQ: META), iShares S&P 500 ETF (ASX: IVV), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard FTSE Europe Shares ETF (ASX: VEQ), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Global Cybersecurity ETF (ASX: HACK), Global X Physical Gold Structured (ASX: GOLD), Global X Defence Tech ETF (ASX: DTEC), iShares MSCI Emerging Markets AUD ETF (ASX: IEM)———Rich Girl Summer is just around the corner and to get you prepared, Equity Mates & Betashares are teaming up for an investing event designed to help women feel more confident with their money.Whether you're just starting your investing journey or looking to take it to the next level, bring a friend (or a few!) and join us for an evening of great conversations, cocktails, canapés & good company.Because investing is better when you're learning together.Sydney | 12th NovemberTickets are limited, so make sure you secure your spots here!———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.
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    33 min
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