Equity Mates Investing Podcast

Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his research process, and why one painful lesson from Pro Medicus changed the way he thinks about holding great investments. Then, Andrew explains his remarkable reversal on Bitcoin and why it remains his highest-conviction position.

In this episode:
00:00 Introduction
03:55 Small Caps and Conviction
07:44 Finding Winning Investments
14:00 Building a Better Process
18:19 AI Changes Investing
23:41 Andrew’s Small-Cap Pick
29:44 Investing in the AI Boom
35:15 Why Adrad Could Reprice
38:36 Andrew’s Bitcoin Thesis
43:41 Bitcoin Versus Gold
47:03 Bitcoin’s Long-Term Future

Stocks & ETFs mentioned: Adrad Holdings (ASX: AHL), Pro Medicus (ASX: PME), Stealth Group Holdings (ASX: SGI), BHP Group (ASX: BHP), Commonwealth Bank (ASX: CBA), Nvidia (NASDAQ: NVDA), Xero (ASX: XRO), News Corp (ASX: NWS), DroneShield (ASX: DRO), Bitcoin (BTC), Gold

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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)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees.

In this episode:
00:00 Exciting Finfest speaker announcement
03:33 August markets: rates, debt, reporting season & crypto
05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver
10:26 Ren’s portfolio & the case for doing nothing
15:12 Shopify, AI fears & a 25% month
20:37 Borrowing against the mortgage & geared ETFs
25:24 Are active management fees worth paying?

Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS), Ethereum (ETH), Shopify (NASDAQ: SHOP), Berkshire Hathaway (NYSE: BRK.B), Munro Global Growth Small & Mid Cap Fund, DocuSign (NASDAQ: DOCU), Xero (NASDAQ: XRO), Atlassian (NASDAQ: TEAM), Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF)

Get started with Sharesight and save 4 months on an annual paid plan: https://www.sharesight.com/equitymates

———

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)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build portfolios designed to generate income for decades. We explore the role of bonds and defensive assets, sequencing risk, why chasing double-digit yields can come with hidden risks, and how your mix of growth, defensive assets & cash should evolve as your goals change.

In this episode:
00:00 Why a 30-year retirement changes the investing equation
03:04 Living longer means rethinking your portfolio
06:31 Can you live off income without selling investments?
10:55 Moving from accumulation to spending
16:25 Building the right growth and defensive mix
19:11 The risks behind high advertised yields
21:29 Bonds vs dividends for passive income
31:33 Building your portfolio at every life stage

Stocks & ETFs Mentioned: Berkshire Hathaway (NYSE: BRK.B), S&P 500, Nasdaq 100 (ASX: NDQ), PIMCO Global Bond Fund (ASX: GBF), PIMCO Diversified Fixed Interest Fund (ASX: DFI)

Investors should obtain a copy of the Product Disclosure Statement (PDS) relating to the PIMCO products mentioned in this podcast and consider the PDS before making any decision about whether to acquire an interest in any PIMCO fund mentioned in this podcast. PIMCO Australia has determined the target market for this product which is set out in the target market determination (TMD) published on the PIMCO website. The current PDS and TMD can be obtained via www.pimco.com/au/

———

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)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200.

00:00 The global baby bust
07:31 Beaten-up stocks making a comeback
12:03 China’s tech bubble & wild IPO valuations
17:35 China’s humanoid robotics boom
23:00 Community question: QOZ vs A200
24:22 Factor investing explained
29:54 QOZ vs A200: performance, holdings & fees
35:10 How to use factor ETFs in a portfolio

Stocks & ETFs Mentioned: Guzman y Gomez (ASX: GYG), CSL Ltd (ASX: CSL), Zip Co (ASX: ZIP), TransMedics Group (NASDAQ: TMDX), Nike (NYSE: NKE), Alibaba Group (NYSE: BABA), Tencent Holdings (HKEX: 0700), Unitree Robotics (SSE STAR Market: 688785), ChangXin Memory Technologies / CXMT (SSE STAR Market: 688802), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Micron Technology (NASDAQ: MU), NVIDIA (NASDAQ: NVDA), Semight Instruments (SSE STAR Market: 688808), MetaX Integrated Circuits (SSE STAR Market: 688802), Moore Threads Technology (SSE STAR Market: 688795), BHP Group (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Betashares FTSE RAFI Australia 200 ETF (ASX: QOZ), Betashares Australia 200 ETF (ASX: A200), Vanguard Global Value Equity Active ETF (ASX: VVLU), VanEck Australian Quality ETF (ASX: AQLT), Betashares Australian Quality ETF (ASX: AQLT), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Global Quality Leaders ETF (ASX: QLTY), Betashares Australian Momentum ETF (ASX: MTUM), Betashares Global Momentum ETF (ASX: MTUM), VanEck MSCI International Small Companies Quality ETF (ASX: QSML), Vanguard MSCI International Small Companies Index ETF (ASX: VISM), Vanguard Global Minimum Volatility Active ETF (ASX: VMIN), iShares Edge MSCI Australia Multifactor ETF (ASX: AUMF), Vanguard Global Multi-Factor Active ETF (ASX: VGMF)

Grab your FinFest tickets today: https://www.finfest.live/

———

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)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-term Australian market returns, and the traps investors can fall into when chasing headline yield. Plus, why investors still accumulating wealth may be better served focusing on total return rather than income alone.

In this episode:
00:00 Why Dividends Matter
04:17 Dividends Drive Market Returns
07:52 Budget Boosts Income Investing
10:20 Can Dividends Replace Your Salary?
15:39 Retirement Mistakes to Avoid
18:44 Spotting Dividend Traps
22:34 The Dividend Trading Strategy
27:53 Best Sectors for Dividends
31:30 Australia vs Global Dividends
33:14 AI Bubbles and Investor Lessons

———

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)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

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
Research reports from Good Research
Track your portfolio with Sharesight

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.