Épisodes

  • Ask an Adviser: Make work optional with passive income - Matt Ingram

    Ask an Adviser: Make work optional with passive income - Matt Ingram
    Feb 2 2026
    Everyone wants passive income but when should it actually be the goal, and what really works once you get there?Bryce and Ren sit down with their trusted adviser Matt Ingram (Northhaven Financial Management) to cut through the hype. From dividend ETFs to bonds, covered calls, private credit and property, Matt explains how advisers actually think about income.In this episode:00:33 Passive income: why everyone wants it02:07 Balancing the right goal and timing09:07 The VHY debate: dividends now vs growth first12:10 Ranking income options: cash, bonds, covered calls & private credit27:07 Property as “income”: the yield illusion29:41 Building an income portfolio, tax realities & advice for 20s–40s📈 Mentioned in this episode: Vanguard Australian Shares High Yield ETF - VHYFirst Trust Smith Opportunistic Fixed Income ETF - FIXDBetashares Australian Composite Bond ETF - OZBDiShares Core Composite Bond ETF - IAFBetashares Australian Investment Grade Corp Bd ETF - CREDWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial Hosted on Acast. See acast.com/privacy for more information.
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    35 min
  • New portfolios, same investing journey | Monthly Portfolio Update

    New portfolios, same investing journey | Monthly Portfolio Update
    Feb 1 2026

    Bryce and Ren kick off Monthly Portfolio Updates for 2026 sharing what they’ve changed over summer, how they’re thinking about core vs satellite, and why both are leaning harder into systems rather than hot takes.


    In this episode:

    00:00 What to expect in our monthly portfolio updates

    03:08 Key portfolio changes over summer (debt recycling, leverage, structure)

    07:02 Ren’s new core + building an all-weather income sleeve

    11:49 Core portfolios deep dive: ETFs, gearing & brokerage choices

    22:48 Satellite portfolios: active managers, Bitcoin & gold

    28:08 Income strategies, risk management & wrapping up


    📈 ETFs mentioned: QUA, ROYL, GHHF, DHHF, IVV, VAE, VEQ, G200, A200


    Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV


    ———


    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)


    ———


    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
    • Screen the market with GuruFocus
    • Track 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.

    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.
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    36 min
  • Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares

    Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
    Jan 29 2026
    Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.01:27 Introducing David Tuckwell & ETF Shares03:28 Rethinking scale, moats and long-term growth06:40 Why Alphabet is still compounding10:28 AI as infrastructure, not hype16:13 Nvidia’s software-driven dominance25:14 ETFs vs stock picking mega-caps26:00 Closing thoughts on long-term US leaders📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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. 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.
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    28 min
  • Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram

    Brace for rate rises, which defence ETF is best & Pimp my Portfolio with Matt Ingram
    Jan 28 2026
    Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.In this episode:01:57 RBA talk: jobs surprise, rate rise odds jump03:36 AUD hits 16-month high05:22 TikTok US deal: sold… sort of08:21 Heath & Coco’s portfolio review (with Matt Ingram)17:10 Defence ETFs explained: ARMR vs DFND vs DTEC24:31 Fees, performance & top holdings under the hood28:46 Takeaways: how to choose between themWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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. 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.
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    33 min
  • Why 2026 is the Year of Resources - Luke Laretive

    Why 2026 is the Year of Resources - Luke Laretive
    Jan 26 2026
    Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribeIn this episode:01:55 Why 2026 is the year of resources06:27 What’s driving prices09:09 Why many fund managers will miss the trade12:36 Top picks by commodity17:10 The big miners: BHP, Rio & merger talk21:02 Lithium outlook22:52 Two stocks with 10-bag potential24:44 Portfolio construction & commodity exposureWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———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)———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 Screen the market with GuruFocus Track 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. 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 5406 Hosted on Acast. See acast.com/privacy for more information.
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    30 min
  • Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?

    Bryce reveals $500-to-$5k results, China's warning signs & are software companies on sale?
    Jan 25 2026
    We're unpacking what China’s structural issues mean for markets, why SaaS stocks are being punished so hard, and whether AI fears have gone too far. Plus, Bryce finally reveals how his $500 to $5,000 challenge actually ended...tune in to find out!Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV Are you the next member of the Equity Mates team? We're looking for a Graphic Designer to start on a 6 month full time contract role, apply here.In this episode: 02:37 The $500 to $5,000 challenge — final results are in09:33 China’s collapsing birth rate13:23 China’s property crisis & the wealth effect18:10 SaaS stocks vs AI: fear or opportunity?———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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. 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.
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    27 min
  • 14 Bold Predictions with Andrew Brown

    14 Bold Predictions with Andrew Brown
    Jan 22 2026
    Bryce and Ren are joined by long-time friend of the show Andrew Brown, value investor and Executive Director at East 72, to put 14 big calls on the table for the year ahead and, as always, Andrew will be back at the end of the year to be held accountable.There are bold calls on IPOs, spinoffs, Asia, precious metals, the world's sexiest airport, sports teams, and why Australia may once again lag global markets before finishing with a few silver linings to watch closely.Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV In this episode:01:56 Community bold predictions: Bitcoin & AI03:18 #1: More companies return to public markets (IPOs)07:16 #2: A wave of spinoffs from global conglomerates09:24 #3: Active management starts to outperform13:08 #4: Equal-weight S&P 500 beats the index15:37 #5: Stick with Asia despite strong gains18:37 #6: Alternative asset managers struggle21:08 #7: Unlisted sports teams are in a bubble24:14 #8: Precious metals bubble starts to unwind27:01 #9: “Quality” stocks underperform again29:24 #10: Australia underperforms global markets32:33 #11: UK stocks continue to surprise34:56 #12: Investing democratisation accelerates38:43 #13: Beaten-up apparel brands bounce back41:07 #14: Australian tourism benefits from weak AUD———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack 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. 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.
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    48 min
  • Bryce sells everything, European defence stocks surge & managing your Super

    Bryce sells everything, European defence stocks surge & managing your Super
    Jan 21 2026

    In this episode, Bryce and Ren cover European defence stocks surging, silver's explosive run and why Bryce has rebuilt his portfolio from scratch. Plus, we answer a big community question on superannuation that every Australian should think about.


    Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV


    In this episode:

    00:00 Community updates: 2026 survey + we’re hiring!

    02:47 What's happening to European defence stocks

    05:03 Silver’s huge run and why it matters

    07:14 Bryce explains his full portfolio reset

    19:20 Community Question

    27:55 Super done right


    ———


    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)


    ———


    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
    • Screen the market with GuruFocus
    • Track 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.

    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.
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    31 min