Equity Mates Investing Podcast

Ben Arnold, Investment Director at Schroders who focuses on global stock selection and tech, financials and consumer sectors. He breaks down the AI capex debate and a practical 3D risk framework. He explains where to capture AI upside, which software is vulnerable, and why opportunities exist beyond the biggest tech names.

Matt Ingram, financial adviser at North Haven Financial Management who simplifies complex portfolios, joins to review a listener’s heavily thematic ETF mix. They dive into a wild eBay stalking scandal fallout, a global DRAM shortage reshaping tech pricing, and practical portfolio consolidation tips in short, punchy conversations.

Dylan Pargiter-Green, financial adviser and Boldwealth director who builds debt recycling tools, walks through debt recycling basics and his free calculator. He covers who it suits, how risk changes with approach, worked numeric examples, tax bracket impacts, common setup mistakes, ownership pitfalls and unwinding when selling a home.

They reveal recent buys, sells and what held the portfolio back. Deep dives cover a hazardous-waste company thesis and new private equity allocations. Listeners get updates on dollar-cost averaging, debt recycling, hedged Japan exposure and a surprise Eli Lilly buy. Portfolio tracking tools and AI monitoring also get practical attention.

Adam Myers, executive director at Pengana and lead of the Pengana Private Equity Trust, explains how private markets capture companies like SpaceX and other hard-to-buy names. He discusses why giants stay private longer. Short segments cover Starlink's scale, how PE1 accesses private deals, structure of a listed private equity trust, and PE1’s broader AI and growth holdings.

Luke Laretive, an investment pro from Seneca who reviews portfolios and asset allocation, joins to dissect market trends. Conversation jumps from the GLP-1 weight-loss drug surge and the Novo vs Eli Lilly battle. Luke also breaks down portfolio gearing, satellite stock sizing, private equity access for retail, and which Australian small caps are catching managers’ eyes.

Diana Mousina, Deputy Chief Economist at AMP who explains economics to the public, breaks down Australia’s housing squeeze, why households feel stretched despite decent data, and the role of productivity and wages. Short takes on immigration-driven housing shortfalls, first-home buyer effects, inflation measures, and where markets and rates might head next.

They unpack the $880 billion space economy, what counts as “space” and which companies and ETFs give exposure. They compare launch, debris and satellite services with moon-mining hype. Back on Earth they cover earnings season volatility, strong bank profits and BHP’s copper pivot. They also note Australia’s quirky beer tax windfall and pitch a bold small-cap for the community portfolio.

A lively guide to starting kids with investing and making time work in their favor. They walk through account choices like minor trusts, investment bonds or super and the tax rules parents should know. Practical tips on simple ETF portfolios, low fees and automation. Age-based ways to teach kids about money and build long-term habits.

Owen Rask, a financial adviser who reviews portfolios and gives practical investing tips. He discusses prediction markets disrupting sports betting and trading oddities. Then he reviews Kaleb’s core-and-satellite portfolio, talks risk and position sizing, and suggests a couple of starter books for young investors.