Equity Mates Investing Podcast

Equity Mates Investing Podcast

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Latest Episode

What's keeping stock markets high & is a crash likely with Seb Mullins

Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking increasingly expensive. So where are the opportunities for investors? Bryce & Ren are joined by Seb Mullins, Head of Multi-Asset a ...  Show more

All Episodes

What's keeping stock markets high & is a crash likely with Seb Mullins

Inflation won't budge, interest rates are staying higher for longer, AI spending is reshaping global markets, and Australia's share market is looking increasingly expensive. So where are the opportunities for investors? Bryce & Ren are joined by Seb Mullins, Head of Multi-Asset a ...  Show more

Bill Ackman on building the next Berkshire, AI & his next 10-bagger

Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s most famous battles. In New York, Bryce & Ren sit down with the billionaire investor to get his take on whether AI is a bub ...  Show more

Searching for predictability in an unpredictable market with Warryn Robertson

Markets are looking increasingly unpredictable, but are investors overlooking some of the world's most reliable businesses?Lazard Asset Management's Warryn Robertson joins Bryce and Ren to explain why he's looking for predictable earnings and strong competitive advantages, and wh ...  Show more

Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings

Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and pot ...  Show more