Buy or Sell

Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take.

Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings.

Stocks Covered:
Iluka Resources (ASX: ILU)
Alcoa Corporation (ASX: AAI)
BHP Group (ASX: BHP)
Capstone Copper (ASX: CSC)
Liontown (ASX: LTR)
PLS Group (ASX: PLS)

Chapters:
00:11 Iluka: Rare Earths or Too Soon?
02:33 Alcoa: More Supply or More Demand?
05:55 BHP: Copper Upside, Iron Ore Drag
07:41 Capstone: A Riskier Copper Bet
09:21 Liontown: Why Both Say Sell
12:00 Pilbara: Lithium’s Strongest Buy?

This episode was recorded 29th September 2026.

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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)

Want more from Buy or Sell host Ally? Check out Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Subscribe to the weekly email

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Buy or Sell is a product of Equity Mates Media.
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 you are unsure, please speak to a financial professional. The hosts 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.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Are these 3 heavily shorted ASX stocks ripe for opportunity?

We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take.

Plus, these experts each name one big buy they are backing today.

Stocks Mentioned:
Boss Energy (ASX: BOE)
ZIP Co (ASX: Z1P)
Domino's Pizza (ASX: DMP)
Codan (ASX: CDA)
Resmed (ASX: RMD)

Chapters:
00:11 Boss Energy: Why Both Guests Say Sell
02:28 Zip: Two Buys On Fast Growth
05:27 Domino’s: A Split Call On The Turnaround
09:04 Codan: Jun Bei’s Top Buy
10:20 ResMed: A Buy With Competition Concerns

This episode was recorded 29th September 2026.

———

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)
Want more from Buy or Sell host Ally? Check out Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Buy or Sell is a product of Equity Mates Media.
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 you are unsure, please speak to a financial professional. The hosts 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.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

How would you build an income portfolio with just three ETFs?

We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory.

They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out.

ETFs mentioned:

Vanguard Australian Shares High Yield ETF (ASX: VHY)
Talaria Global Equity Fund Complex ETF (Cboe: TLRA)
Plato Income Maximiser (ASX: PL8)
Qualitas Real Estate Income Fund (ASX: QRI)
MA Credit Income Trust (ASX: MA1)
Plato Global Shares Income Fund Active ETF (ASX: PGI2)

Chapters:

00:00:00 Building The Income Portfolios
00:00:51 VHY Australian Dividend Income
00:02:11 TLRA Global High Income
00:03:31 PL8 Monthly Australian Income
00:04:37 QRI Real Estate Credit
00:05:33 MA1 Corporate Private Credit
00:07:06 PGI2 Global Dividend Growth
00:07:58 Diversifying Beyond Three ETFs
00:10:12 QRI Andrew's Sell Pick
00:11:59 PL8 Dan's Sell Pick

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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)

Want more from Buy or Sell host Ally? Check out Basis Points

Listen to the podcast (Apple | Spotify)
Watch on YouTube
Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Buy or Sell is a product of Equity Mates Media.

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 you are unsure, please speak to a financial professional. The hosts 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.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

You picked them, these experts are rating them.

In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community!

ETFs mentioned:
Betashares Asia Technology Tigers ETF (ASX: ASIA)
Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)
Betashares Global Cybersecurity ETF (ASX: HACK)
Betashares Nasdaq 100 ETF (ASX: NDQ)
Betashares Space Industry ETF (ASX: RCKT)
Betashares Global Royalties ETF (ASX: ROYL)
Global X Semiconductor ETF (ASX: SEMI)
Betashares Global Uranium ETF (ASX: URNM)
Vanguard Global Value Equity Active ETF (ASX: VVLU)
Global X Copper Miners AUD ETF (ASX: WIRE)

Chapters:
00:00 Top 10 ETFs Reviewed
02:49 ATEC: Australian Tech Trap?
05:02 HACK: Cybersecurity’s AI Opportunity
07:42 NDQ: Still Worth Buying?
12:04 ROCKET: Space Investing Too Early?
14:49 ROYAL: Why Royalties Stand Out
16:05 SEMI: Has the Rally Gone Too Far?
17:37 URNM: Powering the AI Boom
19:26 VVLU: Why Value Matters Again
21:47 WIRE: Copper’s Demand Boom

Join our community group on Facebook and tell us what ETFs or Stocks you want covered next!

This episode was recorded on 16th September 2026.

———

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)

Want more from Buy or Sell host Ally? Check out Basis Points

Listen to the podcast (Apple | Spotify)
Watch on YouTube
Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Buy or Sell is a product of Equity Mates Media.

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 you are unsure, please speak to a financial professional. The hosts 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.

Equity Mates Media operates under Australian Financial Services Licence 540697
Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others.

Nick Healy from WAM and Doug Isles from GCQ give us their take on:
Intercontinental Exchange (NYSE: ICE)
Visa (NYSE: V)
Fair Isaac Corp (NYSE: FICO)
Safran (EPA: SAF)

Chapters:
00:00 Introduction
01:02 ICE’s Exchange Advantage
02:56 Visa’s Powerful Network Effect
06:14 Safran’s Valuation Debate
07:46 FICO’s Pricing Power Debate
———

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)

Want more from Buy or Sell host Ally? Check out Basis Points

Listen to the podcast (Apple | Spotify)
Watch on YouTube
Subscribe to the weekly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.

———

Buy or Sell is a product of Equity Mates Media.

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 you are unsure, please speak to a financial professional. The hosts 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.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.