Equity Mates Investing Podcast

The budget’s changes to negative gearing and capital gains tax and what that could mean for property, shares and startups. A lively portfolio check-in with debate over holding Catapult versus adding Berkshire or TSMC. A push to consider Bitcoin and Bitcoin ETFs as a momentum play. A plain-language 101 on gearing, margin loans and geared ETFs and where moderate leverage might fit.

Dylan Pargiter-Green, financial adviser and founder of Bold Wealth who specialises in intergenerational planning, joins to unpack sudden wealth. He explores common windfalls, why talking about money is hard, big mistakes like splurging or freezing up, first smart moves after money lands, tax and will pitfalls, and how to handle family inheritance conversations and gifting strategies.

Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a new ASX stock pitch. Plus, Riley brings the data on dollar cost averaging in Australia and proves that even God, with perfect market timing, still loses to simply getting invested and staying invested.In this episode: 00:00 - Intro & FinFest Save the Date01:27 - News and Markets: Apple Takes On CBA05:22 - AMD Results Causes AI Boom08:39 - Iran Moves Oil & Markets09:50 - Community Portfolio Update14:41 - Matt Pitches PWR Holdings20:43 - Why God Can’t Beat Dollar Cost AveragingETFs and Stocks mentioned: Apple (NASDAQ: AAPL), Commonwealth Bank (ASX: CBA), Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), Nvidia (NASDAQ: NVDA), Arm (NASDAQ: ARM), Qualcomm (NASDAQ: QCOM), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Global X Artificial Intelligence Infrastructure ETF, Link Minerals, PlaySide Studios (ASX: PLY), Spotify (NYSE: SPOT), Catapult (ASX: CAT), PWR Holdings (ASX: PWH), BAE Systems (LSE: BA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch 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. Hosted on Acast. See acast.com/privacy for more information.

Jason Huljich, Co-CEO of Centuria and experienced property investor and fund manager. He discusses how higher rates and inflation change commercial property dynamics. He talks about buying when others are fearful, where to find opportunities across office, industrial, data centres, healthcare, agriculture and large-format retail. He also explains listed vs unlisted property choices.

Markets staged a record-speed rebound and the conversation looks at geopolitical shocks and oil’s market ripple. Australia’s cash rate lift and budget moves that could touch housing and taxes get unpicked. Big tech earnings and standout reports from Alphabet, Berkshire Hathaway and Eli Lilly feature. Long-term data comparing shares with property rounds out the discussion.

From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable, they’re just not being tackled long-term.We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.Chapters:00:00 – Introducing David Pocock: from Wallabies captain to parliament03:04 – Quickfire: Pocock’s backstory, activism, and personal values07:29 – What gives Pocock hope in Australian politics?09:24 – The problem with short-term decision making in government11:08 – Money, lobbying, and incentives in politics20:57 – Gas tax: why Australians aren’t getting paid for their resources30:04 – Housing crisis: supply vs tax reform and structural issues38:36 – Gambling ads and the failure of partial bans45:31 – AI, jobs, and why Australia isn’t prepared51:08 – Where political pressure is actually working———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch 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. Hosted on Acast. See acast.com/privacy for more information.

A monthly portfolio review that highlights core ETF moves, satellite stock winners and income-sleeve strategy. They unpack TSMC’s huge quarter and AI-driven demand. A surprising Spotify post-earnings drop sparks a four-step stock checklist and differing verdicts. Infrastructure as an income idea and upcoming US earnings rounds out the discussion.

Henry Holm, General Manager Origination at Balmain with deep private credit and construction finance experience. He explains why private credit exists and how non-bank lending fills gaps left by banks. The conversation covers changes since the GFC, a Sydney construction deal case study, underwriting and risk frameworks, red flags to watch, and how to assess managers.

They dig into how Amazon, Google and Meta shift billions offshore to minimise Australian tax. A high-profile courtroom clash between Elon Musk and Sam Altman is unpacked for its wider implications. A deep dive examines a stock down 65% after tax hits, an India exit and regulatory shocks, plus whether the World Cup could act as a short-term catalyst.

Matt Ingram, a financial adviser specialising in portfolios, super, property and tax, tackles real investor questions. He discusses positioning in volatile markets, what he’s buying now, brokerage transfers, tax points for kids’ accounts, geared ETFs and whether to pay down mortgages or invest. Fast-paced, practical and focused on decisions that matter for long-term investors.