Equity Mates Investing Podcast

Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it.

In this episode:
00:00 Are Dividends Overrated?
04:20 Rethinking Your Income Options
09:23 Private Credit’s Hidden Risks
13:13 Public vs Private Credit
16:44 Why Australian Credit Is Booming
21:19 Stop Chasing Yield
27:03 How Credit Investors Pick Companies
30:27 What Bond Markets Signal
35:10 What “High Yield” Really Means
39:16 Diversification Beyond Yield

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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.

———

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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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

———

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.

Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run.

00:00 Data centres face a growing backlash
01:32 FinFest is 10 weeks away
04:17 Data centres, power demand & opposition
10:18 Rising borrowing costs and sticky inflation
13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL
19:27 Anthropic’s staggering revenue growth
21:00 Pimp My Portfolio returns
24:11 Concentration, selling & letting winners run

Stocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX)

Grab your FinFest tickets today: https://www.finfest.live/

———

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.

———

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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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

———

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.

Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and Alec to unpack how planning ahead can preserve flexibility, why returning to work isn’t always a simple financial calculation, and the decisions worth thinking about well before kids arrive.

In this episode:
00:00 Introduction
04:03 Preparing for Income Changes
08:15 Avoiding Lifestyle Creep
10:37 Financial Planning Before Kids
14:09 Maximising Parental Leave
17:56 The True Cost of Childcare
23:01 Public vs Private School
26:13 Funding Private School Fees
29:41 Are Investment Bonds Worth It?
32:03 Closing the Superannuation Gap
34:04 Plan Ahead for Life Changes

If you would like to speak to Matt or any of his team head to equitymates.com/advice and we will put you in touch.

———

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.

———

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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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

———

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.

Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas & using AI in the investing process, followed by running Ren’s stocks through an AI-powered thesis check.

In this episode:
00:00 Are Australian house prices really crashing?
02:08 Housing slows as home loan applications fall
08:03 Lab-grown diamonds disrupt a century-old market
12:51 How do you actually find great stock ideas?
18:01 Using AI to research and stress-test investments
23:17 Putting Ren’s portfolio through Claude
26:39 Is the Hims & Hers thesis broken?
29:05 Pro Medicus, valuation and knowing AI’s limits

Stocks & ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims & Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), Spotify (NYSE: SPOT), Mastercard (NYSE: MA)

———

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.

———

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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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

———

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.

We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading.

In this episode:
00:00 Who’s winning the portfolio challenge?
02:03 A volatile few months for markets
02:37 Cam’s trades and the cost of overtrading
04:46 Ren doubles down on tech
08:09 Ally goes all-in on momentum
11:03 Bryce’s no-trade strategy pays off
13:52 Can anyone beat DHHF?
14:31 The final stretch of the challenge

Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Deep Yellow (ASX: DYL), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Lynas Rare Earths (ASX: LYC), Betashares Emerging Markets Equity ETF (ASX: BEMG), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Global Energy Companies ETF (ASX: FUEL), Pilbara Minerals (ASX: PLS), Life360 (ASX: 360), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares S&P/ASX Australian Technology ETF (ASX: DRGN), Telix Pharmaceuticals (ASX: TLX), 4DMedical (ASX: 4DX), NEXTDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Altria Group (NYSE: MO), Plato Global Alpha Fund, Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), BHP Group (ASX: BHP), Betashares Energy Transition Metals ETF (ASX: WIRE), Betashares Japan ETF Currency Hedged (ASX: HJPN)

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. T&Cs available here: https://www.betashares.com.au/campaigns/2026-q3-equity-mates

———

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.

———

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 Points

Listen to the podcast (Apple | Spotify)

Watch on YouTube

Read the monthly email

———

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

———

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.