Equity Mates Investing Podcast

Gemma Mitchell, financial adviser, author and money coach, guides listeners through her 12-step money reset. She reframes setbacks as slingshots and warns how ‘good’ habits can become toxic. Gemma shares a practical $0 budget, ways to boost income, the case for rentvesting, tips on super and tax, and why mindset and a supportive village matter for long-term financial recovery.

A surprising rundown of the Vatican launching Catholic equity indexes and their tech-heavy top holdings. A community portfolio pitch for Playside Studios and why 2026 could be pivotal. Big-picture earnings themes from AI CapEx booms to tariff pressure. A clear, practical primer on currency risk and when hedged versus unhedged ETFs matter.

Simon "Mr. Beat Up" (recurring segment contributor who analyzes oversold stocks with a checklist) joins to dig into private credit’s surge and why it exists. Short takes cover private credit 101, how banks’ retreat opened the gap, capital stack differences, manager red flags, and what the next decade might bring. Practical talk on terms, floating rates and portfolio construction.

Mr Beat-Up, a recurring contrarian who uses a four-step checklist to judge oversold stocks, returns to dissect Xero’s 60% plunge. The hosts unpack the $660B AI spending surge. They also probe why Reddit can beat forecasts yet still get sold off. Short, punchy takes on AI agents, SaaS moats and whether Xero is an overreaction or warning sign.

David Bassanese, Chief Economist at BetaShares known for data-driven market analysis. He breaks down inflation signals and RBA timing. He sizes up AI growth versus bubble risk. He separates gold’s safe-haven move from commodity demand for copper and uranium. He assesses Trump-era tariffs, China’s steady recovery and the global rotation toward value and Japan.

Luke Laretive, portfolio-review and thematic investing specialist, returns with sharp takes. They unpack the software sell-off and why AI worries spook valuations. Short chats on why “lazy investors” often win, the hidden costs of overtrading, and a spicy Pimp My Portfolio review covering ETFs, small caps, resources and crypto.

Ally Selby, Equity Mates contributor and investor, picks thematic stocks and ETFs with a defence and AI-health tilt. Cam Gleeson, Senior Investment Strategist at BetaShares, brings ETF expertise and market context. They reveal four $100k portfolios, explain shared core choices, and debate themes from uranium and copper to Japan-hedged, defence, cybersecurity, Asia tech and India.

A new community-driven portfolio where listeners pitch ASX ideas and the hosts build a $1,000 mock portfolio. A corporate collapse story: a trading halt, alleged $160m issue and management upheaval at a travel company. A housing split: Sydney and Melbourne flat while other capitals surge. Two early picks: an AI infrastructure ETF and a wearable sports-tech company.

Matt Ingram, a financial adviser at North Haven Financial Management who guides clients on passive income and asset allocation. He cuts through passive income hype. Short takes on dividend ETFs, bonds, covered calls, private credit and property. Practical timing advice on when to prioritise income and how to build a deliberate income portfolio.

They review summer portfolio changes like debt recycling, leverage and mortgage moves. Core vs satellite thinking gets a spotlight with ETF lineups and gearing choices. Satellite plans include active small-cap managers, Bitcoin and hedged gold. They describe a new income sleeve focused on steady yields from private credit, bond ETFs and royalties.