Equity Mates Investing Podcast

Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.

In this episode:
00:00 – King of the Case Study turns calculator builder
02:41 – Debt Recycling Explained (30 Seconds or Less)
05:25 – Is Debt Recycling More Risky?
11:10 – Who Is Debt Recycling Actually For?
14:04 – Worked Example: Plugging Numbers Into the Calculator
26:15 – Quickfire: Tax Brackets & Benefits
29:46 – Common Mistakes To Avoid
40:29 – The One Thing Most Australians Get Wrong
41:57 – Free Calculator + How To Speak To Dylan

👉 Try Dylan's calculator here.
👉 If you’d like to speak to Dylan and the Boldwealth team about your personal situation, head to equitymates.com/advice.

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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

———

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.

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

Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.

In this episode:
0:00 Monthly portfolio check-in format + what’s changing
1:50 Sharesight setup + why we track this way
2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly
11:09 Bryce performance: best/worst positions (and Bitcoin pain)
12:11 Ren update: weekly DCA core + starting debt recycling
15:41 Ren performance + stock portfolio winners/losers
21:21 Deep dives: Ren’s stocks (Clean Harbors thesis) + Bryce’s private equity sleeve

Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymates

Stocks and ETFs mentioned: Hub24 (ASX:HUB), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX:VAE), Global X Copper Miners ETF (ASX:WIRE), BetaShares Japan ETF Currency Hedged (ASX:HJPN), BetaShares Geared US Equity Fund (ASX:GGUS), BetaShares Geared Diversified All Growth ETF (ASX:GHHF), BetaShares Emerging Markets ETF (ASX:BEMG), iShares S&P 500 ETF (ASX:XUS), VanEck Geared Australian Equal Weight Fund (ASX:GEAR), BetaShares Geared NASDAQ 100 ETF (ASX:GNDQ), Eli Lilly (NYSE:LLY), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Clean Harbors (NYSE:CLH), Reddit (NYSE:RDDT), Axon Enterprise (NASDAQ:AXON), Cochlear (ASX:COH), MercadoLibre (NASDAQ:MELI), WiseTech Global (ASX:WTC), Sea Limited (NYSE:SE), Alphabet (NASDAQ:GOOGL), Shopify (NYSE:SHOP), TransMedics (NASDAQ:TMDX), Novo Nordisk (NYSE:NVO), Jumia Technologies (NYSE:JMIA), Guzman y Gomez (ASX:GYG).

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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.

———

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

———

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.
Hosted on Acast. See acast.com/privacy for more information.

SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.

In this episode:
0:00 SpaceX, IPO rumours & why private markets matter
2:10 The economics of space
6:01 Why companies are staying private longer
10:51 Private equity 101: how it works
14:03 Has private equity outperformed?
18:59 Why PE1 is structured as a listed investment trust
21:35 PE1 performance, buybacks & distributions
24:41 Beyond SpaceX: AI exposure, GROQ & compounders

Stocks & ETFs mentioned: Pengana Private Equity Trust (ASX:PE1), SpaceX (private), OpenAI (private), Anthropic (private), xAI (private), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), T-Mobile (NASDAQ:TMUS), Spice World (private), GROQ (private)

None of Pengana Private Equity Trust (“PE1”), Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219 462) (“Responsible Entity”), Grosvenor Capital Management, L.P., nor any of their related entities guarantees the repayment of capital or any particular rate of return from PE1. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. This document has been prepared by the Responsible Entity and does not take into account a reader’s investment objectives, particular needs or financial situation. It is general information only and should not be considered investment advice and should not be relied on as an investment recommendation.

Pengana Investment Management Limited (Pengana) (ABN 69 063 081 612, AFSL 219 462) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643) (the Trust). Before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. An investment in the Trust is subject to investment risk including a possible delay in repayment and loss of income and principal invested.

———

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

———

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.

From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.

Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.
Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.

In this episode:
0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry
3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US
5:13 Trump Rx: Disrupting the weight loss drug market
7:03 Novo vs Eli Lilly: The weight loss drug battle heats up
9:04 The private equity dilemma: Can retail investors access it?
11:10 Portfolio review: Blair’s diversified strategy + advice from Luke
16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more
19:32 Picking stocks with big upside potential: Insights from the small-cap managers

Guide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026

Stocks & ETFs mentioned in this episode:
Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)

———
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
———
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.
Hosted on Acast. See acast.com/privacy for more information.

The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.

So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched.

We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.

In this episode:
00:00:00 Making Economics Accessible
00:06:27 How Aussie Households Are Coping
00:12:17 Can Housing Become Affordable?
00:19:01 What First Home Buyers Face
00:22:57 Where Rates And Inflation Are Heading
00:27:01 What Productivity Means For You
00:38:44 Australia’s Economic Plan To 2040

Stocks & ETFs mentioned: AMP ltd (ASX: AMP)

Links mentioned: The book Ren references is: ‘Abundace: What Progress Looks Like’ by Ezra Klein and Derek Thompson'

———

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

———

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.