Equity Mates Investing Podcast

The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter more than the tax noise.

In this episode:
00:00 — Why tax changes shouldn’t derail good investing
00:55 — Budget changes and the pressure on family trusts
05:14 — Capital gains tax: overreaction or real risk?
09:01 — How accumulators should think about structures
15:31 — Has the case for investment property changed?
17:22 — Property, leverage and negative gearing
19:23 — Global equities, AI and portfolio positioning
23:14 — Why Australian equities look less compelling
25:01 — Private credit and understanding the risks
28:14 — Infrastructure’s role in portfolios
32:49 — Charlie’s key actions for investors this year

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

Stocks & ETFs mentioned: Commonwealth Bank of Australia (ASX: CBA), BHP Group (ASX: BHP), ANZ Group (ASX: ANZ), Telstra Group (ASX: TLS), Woolworths Group (ASX: WOW), CSL (ASX: CSL), Cochlear (ASX: COH), Brambles (ASX: BXB), Macquarie Group (ASX: MQG), Hamilton Lane (NASDAQ: HLNE), KKR & Co (NYSE: KKR), Qualitas (ASX: QAL).

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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.

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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

———

Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.

Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, income investing and the challenge of balancing conviction with opportunity cost.

In this episode:
00:00 - May: The month of portfolio changes
01:49 - News & markets driving these changes
03:21 - Portfolio performance overviews
05:53 - Bryce’s thesis cards and portfolio sells
12:00 - Ren trims down his individual stocks
15:54 - Active managers vs index ETFs discussion
21:29 - Bryce’s full portfolio breakdown
26:27 - Ren’s full portfolio breakdown

Stocks & ETFs mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Betashares Geared U.S. Equity Fund (ASX: GGUS), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics, SK Hynix, Micron Technology (NASDAQ: MU), CSL (ASX: CSL), Coinbase (NASDAQ: COIN), Betashares S&P 500 ETF (ASX: IVV), Plato Global Alpha Fund, Betashares Geared Australian Equity Fund (ASX: GEAR), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Global Shares ETF (ASX: EXUS), Betashares MSCI Emerging Markets ETF (ASX: BEMG), Betashares Global Royalties ETF (ASX: ROYL), ClearBridge Global Infrastructure Income Fund, Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), Shopify (NYSE: SHOP), QXO (NYSE: QXO), Hims & Hers Health (NYSE: HIMS)

Sign up today and save 4 months on any paid Sharesight plans: https://www.sharesight.com/au/equitymates/

Resources Reference: Dr David Allen Interview on Equity Mates.

———

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

———

Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.

AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how investors can separate hype from real revenue, and why the best opportunities may still be early.

In this episode:
00:00 Cheaper to hire a human than to use AI?
01:51 What's changed since Anshu was last on
03:50 The third AI inflection point explained
06:26 Are we still early in the AI investment cycle?
08:05 The warning signs of an AI bubble
11:28 Why most investors get disruption wrong
16:36 How Loftus finds the best company in a trend
19:37 Humanoid robots: hype or reality?
24:56 Inside China's robotics ecosystem
26:11 Beijing Auto Show: the battery that changed his mind
27:52 Sodium-ion batteries and the next leg of EVs
32:01 So where does Tesla fit in now?
36:55 Knowing when to sell a disruptive stock
39:08 Why Loftus has been in and out of NVIDIA 4 times
42:28 Anshu's best company ever, book pick and advice

ETFs and Stocks mentioned: Loftus Peak Global Disruption Fund (ASX: LPGD), Loftus Peak Global Disruption Fund Unhedged (ASX: LPJD), NVIDIA (NASDAQ: NVDA), Eli Lilly (NYSE: LLY), Datadog (NASDAQ: DDOG), Samsara (NYSE: IOT), Meta Platforms (NASDAQ: META), Tencent (HKEX: 0700), CATL (SZSE: 300750), BYD (HKEX: 1211), Tesla (NASDAQ: TSLA), WeRide (NASDAQ: WRD), Apple (NASDAQ: AAPL), Intel (NASDAQ: INTC), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN)

Recommendations: The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip

This episode has been sponsored by Loftus Peak.

Support from partners like Loftus Peak help us keep all our content free.

If you want to learn more about Loftus Peak’s Global Disruption active ETF (ASX: LPGD) head here.

———

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

———

Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.

The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, and a community member pitches an Aussie healthcare giant for the Community Portfolio.

In this episode:
00:00 – The Enhanced Games fail to deliver superhuman results
05:18 – Eli Lilly’s new weight loss drug shocks the market
10:49 – Where's Warren: Our Mission to Interview Warren Buffett
15:03 – Calling Omaha to track down Buffett
16:48 – Geoff Wilson gets us one step closer
20:09 – The plan to contact Buffett’s longtime assistant
22:28 – Community Portfolio update: Are we beating the market?
24:29 – Josh pitches ResMed for the Community Portfolio

Enhanced Games (NASDAQ: ENHA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), ResMed (ASX: RMD), Catapult Group (ASX: CAT), Betashares Diversified All Growth ETF (ASX: DHHF), CSL (ASX: CSL), Cochlear (ASX: COH), Philips (AMS: PHIA)

———

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

———

Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.

The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to financial adviser Julie Bullen (Fox & Hare), most Australians shouldn’t be tearing up their strategy. Julie joins Bryce and Ren to unpack what actually matters for everyday investors, when debt recycling is worth it and how to think about property versus shares.

If you’d like to speak to Julie or anyone on our advice network head to https://equitymates.com/advice/

In this episode:
00:00 – Why the budget changes aren’t a reason to panic
02:38 – Negative gearing explained and what changes after the budget
07:32 – Should investors rethink property, trusts and growth assets?
12:48 – Lump sum investing vs dollar cost averaging
15:17 – Property vs shares: where would Julie put $1 million?
20:43 – Is debt recycling actually worth it?
23:45 – Superannuation strategy, consolidation and fees
28:23 – Managing money as couples, property structuring and planning for kids

———

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

———

Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.