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Equity Mates Investing Podcast

Equity Mates Investing Podcast

De : 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. Economie Finances privées
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  • What’s Hot, What’s Not in Commercial Property with Jason Huljich

    What’s Hot, What’s Not in Commercial Property with Jason Huljich
    May 7 2026
    Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail.Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymatesIn this episode: 00:00 — Tariffs, inflation and commercial property01:16 — What’s changed since Jason’s last visit02:29 — How rates and inflation flow through property05:32 — What investors should watch right now09:01 — Time in the market for commercial property12:25 — Buying when others are fearful15:53 — Industrial, logistics and data centres26:53 — How investors can think about listed vs unlisted propertyStocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)———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———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.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
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    32 min
  • The fastest market recovery ever, 3 companies we both own & why stocks beat property

    The fastest market recovery ever, 3 companies we both own & why stocks beat property
    May 6 2026
    Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.In this episode: 00:00 — The fastest market rebound ever03:59 — Iran conflict, oil and market implications05:49 — RBA lifts rates back to 4.35%07:34 — Budget watch: housing, tax and spending cuts13:08 — Earnings season and big tech’s huge numbers15:18 — Alphabet smashes expectations19:14 — Berkshire Hathaway’s record cash pile22:10 — Eli Lilly Earnings Results24:21 — Shares vs property: the long-term numbersStocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)Links to resources mentioned: Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over———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———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.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
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    30 min
  • A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling

    A better Australia is possible - David Pocock on Gas Taxes, Property & Gambling
    May 4 2026
    From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable, they’re just not being tackled long-term.We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.Chapters:00:00 – Introducing David Pocock: from Wallabies captain to parliament03:04 – Quickfire: Pocock’s backstory, activism, and personal values07:29 – What gives Pocock hope in Australian politics?09:24 – The problem with short-term decision making in government11:08 – Money, lobbying, and incentives in politics20:57 – Gas tax: why Australians aren’t getting paid for their resources30:04 – Housing crisis: supply vs tax reform and structural issues38:36 – Gambling ads and the failure of partial bans45:31 – AI, jobs, and why Australia isn’t prepared51:08 – Where political pressure is actually working———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———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.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
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    58 min
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