Podcast Episodes
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The case for and against an AI bubble - Alan Pullen | Magellan
Season 10
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype…
3 months, 1 week ago
50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Season 10
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-…
3 months, 1 week ago
Buy or Sell: Ally Selby with Arms Rosenberg
Season 10
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms j…
3 months, 2 weeks ago
Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram
Season 10
One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success st…
3 months, 2 weeks ago
The $20 billion commercial property investor - Jason Huljich | Centuria Capital
Season 10
Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors.
With $20 billion in assets un…
3 months, 2 weeks ago
All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
Season 10
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market.
Plus, in Pimp My Portfolio Luke Lare…
3 months, 2 weeks ago
Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
Season 10
It is time we rethink our approach to China?
Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are mor…
3 months, 3 weeks ago
Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
Season 10
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates.
This isn't a b…
3 months, 3 weeks ago
The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
Season 10
Today's guest thinks we need to rethink our views on China.
For year's the world's second largest economy has been seen seen as uninvestable. But ther…
3 months, 3 weeks ago
Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?
Season 10
Once again, everything is hitting all-time highs.
We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK …
3 months, 3 weeks ago