Equity Mates Investing Podcast

Ryan Joyce, Deputy Portfolio Manager at Magellan Investment Partners, brings a short bio: a global equity investor focused on quality, valuation and long-term compounding. He explains why big, familiar companies can be mispriced. He walks through TSMC, Dollar General, Booking and Apple as cases. He also covers portfolio balance, valuation discipline and advice for young investors.

Markets under pressure from falling auction clearance rates and looming property stress in Sydney and Melbourne. Geopolitical tensions and oil spikes raise supply and fuel concerns. Retail hype on X drives wild stock chatter around space, AI and infrastructure plays. A community pitch argues Alphabet is a no‑brainer for the portfolio.

Tobias Bucks, portfolio manager focused on global small caps and electrification niches. He discusses why valuations still matter and where small‑cap bull markets persist. Short takes cover AI/data‑centre CapEx, the rebuild of the grid, defence plays, and how he screens for niche leaders in a value‑aware growth process.

A huge week in markets, from SpaceX gearing up for the biggest IPO in history to Nike’s sharp sell-off and a major AI code leak at Anthropic. Add in Eli Lilly’s latest move in the weight-loss drug race, and there’s no shortage of company news investors need to understand right now. Plus, Owen Rask unpacks Jonathan's portfolio.In this episode: 00:00 Koala IPO Breakdown02:57 SpaceX IPO Speculation04:36 Eli Lilly Weight Loss Pill06:17 Nike Stock Drops Hard07:36 Anthropic Code Leak Shock09:39 Iran Conflict Market Impact10:33 Why You Stay Invested13:21 Pimp My Portfolio with Owen Rask13:52 John’s Portfolio Breakdown16:53 Owen’s First Impressions18:22 Concentration Risk Explained20:28 Bond ETF Strategy22:03 Portfolio Growth Focus23:35 Gold & Defence Strategy26:22 Geographic DiversificationStocks & ETFs mentioned: Koala (ASX: KLA), SpaceX, Eli Lilly (NYSE: LLY), Nike (NYSE: NKE), Anthropic, Bitcoin———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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Simon (MrBeatUp), a history-minded commentator, walks through money’s story from barter to banknotes. They also dive into Churchill’s Operation Fish shipping UK gold to Canada and Fort Knox’s role in US gold storage. A dramatic shipwreck tale of the Atocha adds treasure-hunt intrigue. Short, sharp takes on why the invention of money might be the ultimate safe money move.

Markets tumbled in March and the hosts break down what fell and what they kept buying during the sell-off. They discuss Waymo's robo-taxi growth and its industry implications. Detailed portfolio playbooks include ETF allocation, dollar cost averaging, deploying cash in downturns, and Ren’s borrow-to-invest approach across active and thematic funds.

Peter Nevill, a financial adviser at Viola Private Wealth who builds portfolios across life stages, walks through investing from your first $1,000 to a $1,000,000 portfolio. He covers what changes as portfolios grow, the three core questions that shape allocations, when to introduce private markets and active managers, and why temperament and cash for opportunities always matter.

They unpack a billion dollar US offshore wind reversal and what it signals for renewable investment trends. They run through major Big Tech legal fights heating up and how that could reshape platforms. They debate Spotify as a portfolio pick, weighing user growth, competition and monetization. They also flag “baby Berkshire” insurers and high-growth pharma names as intriguing ideas.

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.