Expert Investor: David Halpert - Opportunitie...

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter mo ...  Show more

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, ...  Show more

We loved the narrative arc of our original 12 part series, so we’re going to try and bring that back with GSI. This is the first of our new chapters series, where we’ll be doing chapters of multiple episodes unpacking one key concept. So, the first chapter, is the #1 topic for th ...  Show more

We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk abo ...  Show more

This is the second of our three part series on Investing Styles! In Part 1 - we covered what we mean when we discuss ‘investing styles’, and what to weigh up when deciding between active v passive. What we discovered, is that decision is easy - buy and hold market indexes, manage ...  Show more

It's crypto week here at Equity Mates! So we're swapping equities for blockchain, and breaking down all your questions about the crypto climate. There’s a lot to understand and get your head around - so we're just unpacking the basics in this episode - the goal is you'll be able ...  Show more