Equity Mates Investing Podcast

Kerry Craig, Portfolio Manager and Global Market Strategist at JP Morgan Asset Management, explains why how you split your money matters more than chasing the next big stock. He breaks down model portfolios, the role of bonds, and balancing growth with defensive assets. Short, practical takes on allocation, active vs passive blend, and using model mixes as a starting point.

Sam Gordon, founder of Australian Property Scout and data-driven housing commentator. He breaks down why rate rises barely dented demand and how a 5% deposit scheme keeps buyers active. He maps national and regional housing trends, highlights city-by-city market shifts, and explains why regional WA, SA and Queensland are outpacing capitals.

Dr. David Allen, head of long/short strategies at Plato and quant investor who builds AI-driven red-flag systems. He unpacks a 150-flag framework, explains why eight flags often signal trouble, and describes using LLMs on earnings calls, geopolitical stress tests, and systematic quantamental approaches to spot winners and losers.

Rates in Australia are rising while other central banks diverge. Oil prices spike and energy names are ripping higher. A deep look at top-performing active ETFs and what their holdings reveal. Practical discussion on whether setting up a trust makes sense and the tradeoffs involved.

Tom Wickenden, investment strategist at Betashares who builds income ETFs, explains modern income options beyond bank dividends. He walks through dividends, bonds, REITs, royalties, leveraged credit and options overlays. Short, practical takes on ETF jargon, geared credit mechanics and how to assemble an all-weather income portfolio.

They explore a boom in cosmetic injectables and how Gen Z and younger demographics are driving demand. A five-stock healthcare sleeve is outlined, covering GLP-1 drugs, radiology software, surgical robotics and organ transport tech. Community portfolio rules get revamped and two quality additions are discussed alongside a surprising industrial pick tied to mining and data centers.

Alex Luck, financial adviser and co-founder of Everest Wealth who specialises in cashflow and practical finance systems. He explains why cashflow matters, how people miscalculate savings, and the bucket system for managing money. Short tips on accounts for couples, tax tricks like salary packaging and novated leases, and when structures like trusts or super top-ups actually help.

Simon (Mr. Beat Up), a deep-dive stock analyst known for his four-step checklist, returns to dissect an 80% crash. He analyses why Duolingo plunged and whether it’s broken or a bargain. Short, punchy takes on market panic, dollar-cost averaging and why volatility is the price of admission. Clear-eyed valuation checks and a debate on Duolingo’s moat and reinvestment strategy.

Alex Pollak, Chief Investment Officer at Loftus Peak and tech-focused investor, walks through an AI-powered future. He weighs hardware winners like chipmakers, the role of robots and practical robotics, China as a diversification play, voice agents and digital twins, drug discovery limits, and why NVIDIA stands out. Short, speculative and investment‑oriented takes on where disruption may actually land.

They discuss a new chain overtaking McDonald's and why bubble tea brands are booming. The rise of a “Halo Trade” sees investors piling into boring, old‑economy stocks like energy, materials and consumer staples. A deep dive on when to sell underperforming holdings outlines four clear sell triggers and the challenge of cutting losses and reallocating capital.