Equity Mates Investing Podcast

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when t ...  Show more

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when t ...  Show more

Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors co ...  Show more

Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeti ...  Show more

AI may be transformational, but does that make AI stocks good investments?Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long- ...  Show more

Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on a ...  Show more