Equity Mates Investing Podcast

AI may be transformational, but does that make AI stocks good investments?

Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.

Chapters:
01:48 Steve Johnson on AI
04:28 AI Investing and Bubble Risk
10:33 What Could End the AI Trade
12:35 Forager’s Costly Mistakes
17:12 Software and Small Cap Opportunities
30:06 Motorcycle Holdings and Australia
38:15 Shares Versus Property
41:30 Credit and Australian House Prices
45:05 Advice for Long-Term Investors

Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)

———

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 + 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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling.

In this episode:
00:00 What happened in markets this month
03:20 How global markets performed this month
04:25 Bryce’s Portfolio Performance
06:58 Ren’s Portfolio Performance
08:31 Why Bryce is buying more of
11:40 Waymo’s massive lead in self-driving cars
14:04 Sports team ETFs: investing or gambling?
17:32 Ren’s buy, hold & sell
25:20 Why HUB24 is on Ren’s buy list

Stocks & ETFs Mentioned: Axon Enterprise (NASDAQ: AXON), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Telix Pharmaceuticals (ASX: TLX), TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nu Holdings (NYSE: NU), Sea Limited (NYSE: SE), MercadoLibre (NASDAQ: MELI), Grab Holdings (NASDAQ: GRAB), Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), QXO (NYSE: QXO), TopBuild (NYSE: BLD), HUB24 (ASX: HUB), Netwealth Group (ASX: NWL), AustralianSuper, Global X Ultra Long Nasdaq 100 Complex ETF (ASX: GGUS)

Sign up today and save 4 months on any paid Sharesight plans.

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics.

In this episode:
00:00 Why infrastructure is entering a structural growth era
02:34 What actually counts as infrastructure?
08:24 The megatrends driving an infrastructure supercycle
13:36 How the energy grid could transform over the next decade
18:25 The physical infrastructure powering AI
22:04 The biggest risks to the AI infrastructure boom
26:43 Where the trillions in infrastructure investment are flowing
32:26 Active vs passive & how investors can access infrastructure

Stocks & ETFs Mentioned: APA Group (ASX: APA), Transurban (ASX: TCL), Atlas Arteria (ASX: ALX), Severn Trent (LSE: SVT), Pennon Group (LSE: PNN), Brookfield Corp (NYSE: BN), Space Exploration Technologies Corp (NASDAQ: SPCX), Goldman Sachs (NYSE: GS), ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH), ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (ASX: CIIH), ClearBridge Real Income Fund Active ETF (ASX: R3AL)

If you'd like to learn more about the megatrends reshaping our economy, and how to invest in the infrastructure behind them, speak to your financial adviser, or visit Franklin Templeton's website for fund information, the relevant Product Disclosure Statement, Target Market Determination and a range of investment resources.

Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the products included in this website.
Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.

———

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 + 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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

The RBA has lifted rates to a 15-year high, so what does that mean for mortgages, inflation and the Australian economy? Bryce & Ren unpack the latest rate rise before turning to SpaceX’s Starship breakthrough & Google’s plans for AI data centres in space. Then Henry Jennings from Marcus Today joins Pimp My Portfolio to help simplify a growth-heavy portfolio, before the Equity Mates community portfolio gets its latest health check.

In this episode:
00:00 RBA rates hit a 15-year high
06:50 SpaceX Starship reaches orbit
09:17 Google’s plan for AI data centres in space
11:27 Pimp My Portfolio with Henry Jennings
19:12 Simplifying an ETF portfolio
22:35 Reviewing 16 individual stocks
26:29 Is the Community portfolio beating the market?
29:01 Investment committee: finding the next stock

Stocks & ETFs Mentioned: Invesco QQQ (NASDAQ: QQQ), iShares S&P 500 ETF (ASX: IVV), Vanguard Growth ETF (NYSEARCA: VUG), VanEck Semiconductor ETF (NASDAQ: SMH), Vanguard FTSE All-World ex-US ETF (NYSEARCA: VEU), Vanguard High Dividend Yield ETF (NYSEARCA: VYM), Schwab US Dividend Equity ETF (NYSEARCA: SCHD), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA), NVIDIA (NASDAQ: NVDA), Rocket Lab (NASDAQ: RKLB), AST SpaceMobile (NASDAQ: ASTS), Apple (NASDAQ: AAPL), ASML (NASDAQ: ASML), Stealth Group (ASX: SGI), Advanced Micro Devices (NASDAQ: AMD), ImmunityBio (NASDAQ: IBRX), Alphabet (NASDAQ: GOOGL), Visa (NYSE: V), Wesfarmers (ASX: WES), QXO (NYSE: QXO), Macquarie Group (ASX: MQG), LifeMD (NASDAQ: LFMD), iShares S&P 500 AUD Hedged ETF (ASX: IHVV), Betashares All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Global X Autonomous & Electric Vehicles ETF (ASX: DRIVE), Bitcoin (BTC), PWR Holdings (ASX: PWH), Spotify (NYSE: SPOT), Adrad Holdings (ASX: AHL), Moderna (NASDAQ: MRNA), Washington H. Soul Pattinson (ASX: SOL), CRISPR Therapeutics (NASDAQ: CRSP), Grab Holdings (NASDAQ: GRAB), Codan (ASX: CDA)

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks.

Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you.

Plus, Scott shares his case for shares over investment property, the risks of thematic and leveraged ETFs, and why staying invested matters more than predicting what happens next.

Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)

Chapters:
00:00 Why Scott Says “Invest Anyway”
01:50 The One Page Investing Plan
07:24 Why Most People Shouldn’t Pick Stocks
11:15 Finding Your Investing “Why”
19:31 The Investing Habits That Actually Matter
26:59 Shares, ETFs and Thematic Investing
32:21 Shares vs Property: Scott’s Case
40:20 Should You Invest With a Market Crash Coming?

Check out Scott's new book 'The One-Page Investing Plan: Start Simple, Stay Patient, Build Serious Wealth'.

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.