Equity Mates Investing Podcast

Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger government response, and why childcare, tax and climate policy all need a rethink.

Whether you agree or disagree, this conversation challenges some of Australia's biggest economic assumptions.

In this episode:
00:00 Welcome Alan
02:30 Why Housing Must Change
05:40 Housing Supply Solutions
09:06 Immigration And Housing
13:05 Fixing Childcare
19:11 Net Zero Reality
22:02 Preparing For Warming
26:18 AI Government Blind Spot
30:23 AI's Business Economics
33:19 Government's Bigger Role

🎟️ FinFest 2026 is coming! Join over 2,000 investors at Carriageworks, Sydney on 24 October. Grab your tickets: https://equitymates.com/finfest

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To check out LendUs head to https://www.lendus.com.au/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.

Meta is reportedly building its own prediction markets platform, oil prices are falling as tensions in the Middle East cool, and we check in on the Equity Mates Community Portfolio at the halfway point of the year. Plus, our quest to get Warren Buffett on the podcast continues & we need your help... (and, ideally, a fax machine if anyone has one).

In this episode:
00:00 – Meta’s prediction markets play
04:55 – Oil prices & what it means for petrol prices
08:24 – Community Portfolio: halfway performance review
11:46 – Biggest winners, biggest losers & portfolio decisions
14:17 – Should the Community Portfolio sell Bitcoin?
15:56 – The latest update in our quest to get Warren Buffett on the pod
21:23 – The Decade Ahead series tease

Stocks & ETFs Mentioned: Meta Platforms (NASDAQ: META), Brent Crude (ICE: BRN), West Texas Intermediate (WTI), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Alphabet (NASDAQ: GOOGL), Bitcoin, PWR Holdings (ASX: PWH), ResMed (ASX: RMD), NanoVue, PlaySide Studios (ASX: PLY), Link Minerals, GE Vernova (NYSE: GEV), Taiwan Semiconductor Manufacturing Company (NYSE: TSM)

Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.

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To check out LendUs head to https://www.lendus.com.au/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.

Copper sits at the centre of almost every major investment theme of the next decade, from AI data centres and electrification to electric vehicles, renewables and global urbanisation. William Taylor, COO and Portfolio Manager at ETF Shares, joins us to unpack why copper demand is accelerating, why supply is struggling to keep pace, and what it all means for investors looking to gain exposure to one of the world’s most important metals.

In this episode:
00:00 – Why copper is becoming critical to the global economy
02:05 – Introducing William Taylor | ETF Shares
04:09 – AI, data centres and the new source of copper demand
07:43 – Urbanisation, emerging markets and long-term demand growth
10:12 – The global copper supply bottleneck
16:21 – Copper prices, cycles and the investment outlook
27:29 – Why invest in a copper ETF rather than individual miners?
31:15 – Inside ETF Shares’ CPPR copper ETF

ETFs and Stocks mentioned: ETF Shares Global Pure Play Copper Miners ETF (ASX: CPPR), BHP Group (ASX: BHP), Sandfire Resources (ASX: SFR), B2Gold, Newmont Corporation (NYSE: NEM), Northern Star Resources (ASX: NST), Games Workshop Group (LSE: GAW), Tesla (NASDAQ: TSLA), S&P/ASX 200 ETF (ASX: STW)

To find out more about ETFShares Global Pure Play Copper Miners (CPPR), head to their website or look on broker platforms. https://www.etfshares.com.au/products/cppr

The issuer of units in ETFS Global Pureplay Copper Miners ETF (CPPR)(ARSN: 695 413 113) is the responsible entity of the Fund, being ETF Shares Management Limited (ABN 77 680 639 963, AFSL: 562 766). The product disclosure statement (PDS) and Target Market Determination (TMD) for the Fund contains all of the details of the offer of units in the Fund. Copies of the PDS and TMD are available from ETF Shares Management Limited or at www.etfshares.com.au.

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To check out LendUs head to https://www.lendus.com.au/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.

Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation.

Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all.

In this episode:
00:00 – Australian property market shows signs of cooling
02:42 – SMSF property tax concessions under pressure
04:39 – Auction clearance rates fall below 50%
08:17 – UK political turmoil and another Prime Minister resignation
11:12 – WiseTech, founder risk and the Richard White investigation
14:25 – Pimp My Portfolio: Seb’s ETF and stock portfolio reviewed
26:18 – The 100-year stock market study that changes how you invest
33:37 – Why indexing remains one of the simplest investing strategies

Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA)

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To check out LendUs head to https://www.lendus.com.au/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.

The Federal Budget sparked plenty of debate among investors, but what do the proposed tax changes actually mean in practice? Bryce and Ren sit down with Everest Wealth co-founder Alex Luck to work through real-world case studies covering ETFs, capital gains tax, property investing, negative gearing and retirement planning. The conclusion may surprise some investors: while the rules may change, the fundamentals of long-term investing remain remarkably resilient.

In this episode:
00:00 Budget Investing Changes
01:29 ETF Tax Case Studies
04:04 Tax Winners and Losers
07:26 Why Growth Still Wins
11:35 Property vs Shares
15:20 Negative Gearing Impact
17:08 New Leverage Strategies
19:33 Will Investors Leave Property?
23:23 Dividend vs Growth Investing
25:35 Retirement and FIRE Changes
30:16 Final Investing Takeaways

Stocks & ETFs mentioned: Vanguard Diversified High Growth ETF (ASX: VDHG), Vanguard Australian Shares High Yield ETF (ASX: VHY), iShares S&P 500 ETF (ASX: IVV), Betashares Nasdaq 100 ETF (ASX: NDQ)

You can find Alex's case studies here: https://x40s1z0ymjt.typeform.com/to/XcqV93pF

If you would like to speak to Alex or any of his team head to equitymates.com/advice and we will put you in touch.

To check out LendUs head to https://www.lendus.com.au/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.