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
- Aug 23, 2026 · 29 minModerna’s melanoma vaccine tests biotech optimismThe episode connects early cancer-vaccine results and AI-driven drug discovery with the harder questions of clinical proof, portfolio construction, and timing investments.
- Aug 20, 2026 · 43 minInvestors should judge income by risk, not yieldThe episode challenges Australia’s dividend-first investing culture and explains how public credit can offer more transparent, contractual income.
- Aug 19, 2026 · 41 minData centres test infrastructure, while investors debate concentrationThe episode connects data-centre expansion and persistent inflation risks with company results and the practical trade-offs of concentrated stock portfolios.
- Aug 17, 2026 · 36 minLife changes can quietly rewrite a household’s financial planCareer breaks, children and education costs can alter income, borrowing capacity and retirement savings long after the immediate transition ends.
- Aug 16, 2026 · 33 minAustralian housing cools as investors rethink riskThe episode separates softer housing demand from bank distress while testing whether AI can improve stock research without replacing judgment.
- Aug 13, 2026 · 16 minBryce leads portfolio challenge by making no changesThe halfway results test whether active trading and concentrated bets can outperform a diversified DHHF core allocation.
- Aug 12, 2026 · 36 minStrong earnings meet stubborn valuation fearsThe episode separates durable investing habits from market-timing instincts as companies report strong results and prominent pessimists warn of an AI bubble.
- Aug 10, 2026 · 47 minAI spending faces its hardest test: sustainable returnsThe AI boom depends on turning extraordinary infrastructure spending into durable earnings before concentration, leverage, and cyclical risk expose investors.
- Aug 9, 2026 · 33 minAI stocks rebound as markets confront leverage and macro risksThe recap tests whether investors can separate durable earnings and infrastructure spending from fragile valuations, economic weakness, and market-timing temptation.