Signals for 2026: What Matters, What Doesn’t - Seb Mullins | Schroders
Seb Mullins, Head of Multi-Asset and Fixed Income at Schroders helps us cut through the noise and identify the signals that matter for investors heading into 2026.We cover why the US economy may stay red-hot, why Europe and emerging markets could finally rebound, and the labour-market wobble that could decide whether the next 12 months boom… or break.Also in this episode:Is the AI boom a bubble?Gold’s wild runEmerging market trends to watchStrap in for a rapid global tour through what matters (and what doesn’t) as we prepare for another volatile year.———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———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697 Hosted on Acast. See acast.com/privacy for more information.
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Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram
Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?That’s not all in this episode:Ren rebuilds his core portfolioWe compare two ex-US ETFs that look similar but are wildly different under the hoodAnd Matt Ingram helps Josh refine his stock-heavy portfolioTo submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.———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———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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Ask an Adviser: What’s your exit strategy? Retiring at any age with Dylan Pargiter-Green
Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.Financial adviser Dylan Pargiter-Green returns with three case studies:the FIRE retiree aiming to quit at 40the “early mark” retiree planning to stop work in their 50sand the classic retiree looking to finish in their 60sWe unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.Timestamps 5.30 - Fire Retirers (40s)15.00 - Early Mark (50s)25.30 - Standard (60s)31.00 - Closing Questions———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———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697 Hosted on Acast. See acast.com/privacy for more information.
Warren Buffett has penned his final shareholder letter. We break down the lessons worth carrying forward.Then we head to Guinea, where the long-awaited Simandou project has finally shipped its first iron ore. What does this mean for BHP, Rio, Fortescue and Australia’s tax base?Also in this episode:Simon reveals why leverage is reshaping his core portfolio. Emerging Markets Report here.And we answer a community question on how often to dollar-cost averageTo run the numbers for your own investing cadence, check out this Investment Frequency Calculator: https://investcalc.github.io/.———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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The case for and against an AI bubble - Alan Pullen | Magellan
Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?We cover:Whether today’s market is a bubble or justified by fundamentalsHow Magellan is positioning for the AI revolutionWhy Alan still backs companies like Microsoft, TSMC and NestléThis episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund———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———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
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! Hosted on Acast. See acast.com/privacy for more information.
Brasil