Equity Mates Investing Podcast
Hosted by Alec Renehan & Bryce Leske · 33 decoded episodes · newest Oct 7, 2026
Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Episodes 33
- Oct 7, 2026 · 32 minAI IPOs test whether infrastructure can outrun fundamentalsThe episode examines whether ambitious AI valuations reflect durable operating performance or investor enthusiasm, alongside a housing market offering only temporary affordability relief.
- Oct 5, 2026 · 47 minWhy transformational AI may still make a poor investmentThe episode separates AI’s economic promise from the harder question of whether today’s AI-related stocks can deliver attractive returns.
- Oct 4, 2026 · 33 minPortfolio losses test conviction in Axon, QXO and Hub24The hosts connect September’s market weakness to concrete portfolio decisions, showing how valuation, business quality and conviction shape action during volatility.
- Oct 1, 2026 · 43 minAI and electrification push infrastructure into a new growth eraThe episode examines whether essential networks can meet surging demand while preserving the stable, regulated cash flows investors expect.
- Sep 30, 2026 · 38 minRate hikes meet space bets and a portfolio overhaulThe episode connects Australia’s higher-rate economy with ambitious space infrastructure and the practical challenge of building a simpler, less concentrated portfolio.
- Sep 28, 2026 · 50 minScott Phillips makes the case for boring investingThe episode tests whether simple, diversified investing can outperform the emotional pull of stock picking, property speculation, and market timing.
- Sep 27, 2026 · 41 minAI accountability meets higher rates and battered super appsThe episode connects unresolved questions about autonomous-system responsibility with the market, superannuation and valuation pressures shaping investment decisions.
- Sep 23, 2026 · 48 minAustralia’s slower future tests retirement assumptions and growth betsAn ageing population, uncertain productivity gains and changing investment opportunities could reshape both national prosperity and household retirement plans.
- Sep 21, 2026 · 48 minCathie Wood bets convergence will reshape healthcare and AIThe conversation tests whether accelerating innovation can justify extreme long-term forecasts while confronting bubbles, volatility, and geopolitical competition.
- Sep 20, 2026 · 43 minAustralia’s retirement assumptions meet a tougher investing realityRising rates, inadequate pension income and fragmented portfolios expose the risks of relying on old assumptions about Australian wealth and retirement.
- Sep 17, 2026 · 42 minSmall-cap gains mask a market split by sectorThe episode shows why headline index returns can obscure sharply different business conditions and investment opportunities beneath the surface.
- Sep 16, 2026 · 43 minAI risks, oil shocks and the superannuation decisions that matterThe episode connects emerging AI threats and energy-driven inflation with practical questions about Australian growth investing and who receives superannuation after death.