Equity Mates Investing Podcast

Your global shares could be soaring, but currency movements might be wiping out your gains. Betashares Senior Investment Strategist Cam Gleeson joins Bryce and Ren to explain how currency hedging works, when hedged and unhedged ETFs outperform, and whether a 50/50 split could be the simplest way to manage currency risk.In this episode:00:00 Currency Hedging Explained04:09 Hedged vs Unhedged ETFs07:19 Currency Risks and Returns11:38 Blending Hedged and Unhedged14:11 Hedging Different Assets17:00 How Time Horizons Matter20:11 Simplifying Your Strategy22:04 Where Is the Aussie Dollar Headed26:50 Long Term ETF Performance29:16 Final ThoughtsETFs Mentioned:Betashares Japan ETF – Currency Hedged (ASX: HJPN), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Currency Hedged ETF (ASX: HGBL), Betashares Geared US Equity Currency Hedged Complex ETF (ASX: GGUS), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Diversified High Growth ETF (ASX: DVHG), Betashares Diversified Growth ETF (ASX: DVGR), Betashares Diversified Balanced ETF (ASX: DVBA)——-Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment.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——-This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Should you add more ETFs or keep it simple? Is debt recycling worth it? And can putting too much into super actually cost you more in tax?Financial adviser Matt Ingram joins Bryce and Ren to tackle your biggest money questions, from building a diversified portfolio and investing for kids to insurance, buying a home and making the most of your super.Chapters:00:00 Your Biggest Investing Questions Answered01:38 Managed Portfolios vs DIY Investing03:58 Building a Better ETF Portfolio08:58 ETF Overlap, Capital Gains Tax and Dividend Investing11:31 HECS Debt, Bonds and Debt Recycling19:10 Investing for Your Kids23:54 Super Contributions, Tax Traps and Insurance31:48 Financial Independence and Buying Your First HomeStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Nasdaq 100 ETF (ASX: NDQ), VanEck MSCI International Quality ETF (ASX: QUAL), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Vanguard Diversified High Growth Index ETF (ASX: VDHG)———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 + 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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities.In this episode:00:00 Why Australian investors are underweight Asia04:14 Geopolitical risk, oil prices & emerging-market consumers07:42 The Asian companies powering the AI boom17:22 Beyond AI: overlooked opportunities across Asia21:46 India’s enormous healthcare opportunity29:47 Vietnam and Indonesia’s emerging middle class33:20 China: AI enthusiasm, Tencent & an unlikely lighting winner42:42 The biggest mistakes Australians make investing in AsiaStocks & ETFs Mentioned: Platinum Asia Fund Complex ETF (ASX: PAXX), Taiwan Semiconductor Manufacturing Company (TWSE: 2330), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Nvidia (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Sea Limited (NYSE: SE), Jollibee Foods Corporation (PSE: JFC), Mayora Indah (IDX: MYOR), Yatharth Hospitals (NSE: YATHARTH), Mobile World Investment Corporation (HOSE: MWG), Astra International (IDX: ASII), Tencent Holdings (HKEX: 0700), Guangzhou Haoyang Electronic (SZSE: 300833), Unilever India / Hindustan Unilever (NSE: HINDUNILVR), Hanwha Ocean (KRX: 042660)———For listeners interested in exploring this approach to investing in Asia, the Platinum Asia Fund Complex ETF (ASX:PAXX) provides access to Platinum’s actively managed Asia strategy through the ASX. To learn more, visit Platinum.com.au and search PAXX.General information only, not financial advice. It does not take into account your investment objectives, financial situation or needs. Before investing, consider the PDS and Target Market Determination available at platinum.com.au and whether the investment is appropriate for you. Issued by Platinum Investment Management Limited (ABN 25 063 565 006, AFSL 221935).This episode has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum Trust® Funds (the “Funds”). This episode contains general information only and is not intended to provide any person with financial advice. It does not take into account any person’s (or class of persons’) investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire Platinum Trust® Product Disclosure Statement (including any Supplement(s) thereto) (“PDS”) and consider your particular investment objectives, financial situation and needs before making any investment decision to invest in (or divest from) a Fund. The Funds’ target market determination is available at www.platinum.com.au/invest-now. You can obtain a copy of the current PDS from Platinum’s website, www.platinum.com.au or by phoning 1300 726 700 (within Australia), 0800 700 726 (within New Zealand) or +61 2 9255 7500, or by emailing to [email protected] information contained in this episode is general information only and not intended to be financial product advice. It has not been prepared taking into account any particular investor’s or class of investors’ investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire PDS and consider your particular investment objectives, financial situation and needs prior to making any investment decision to invest in the Fund. You should also obtain professional advice prior to making an investment decision.Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. While the information in this episode has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained in the episode, and to the extent permitted by law, no liability is accepted by any company of the L1 Group or their directors, officers or employees for any loss or damage as a result of any reliance on this information. L1 Group means L1 Group Limited ABN 13 050 064 287 and all of its subsidiaries and associated entities (including Platinum). Some numerical figures in this episode have been subject to rounding adjustments. Certain information contained in this episode may constitute "forward-looking statements". Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looking statements.———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

AI may be transformational, but does that make AI stocks good investments?Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth.Chapters:01:48 Steve Johnson on AI04:28 AI Investing and Bubble Risk10:33 What Could End the AI Trade12:35 Forager’s Costly Mistakes17:12 Software and Small Cap Opportunities30:06 Motorcycle Holdings and Australia38:15 Shares Versus Property41:30 Credit and Australian House Prices45:05 Advice for Long-Term InvestorsStocks & ETFs mentioned: EML Payments (ASX: EML), Fiserv (NYSE: FI), Xero (ASX: XRO), MYOB (formerly ASX: MYO; delisted), Catapult Sports (ASX: CAT), Wix.com (NASDAQ: WIX), Motorcycle Holdings (ASX: MTO), Eagers Automotive (ASX: APE), BYD (HKEX: 01211), Honda Motor (TSE: 7267), Meta Platforms (NASDAQ: META)———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 + 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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics.In this episode:00:00 Why infrastructure is entering a structural growth era02:34 What actually counts as infrastructure?08:24 The megatrends driving an infrastructure supercycle13:36 How the energy grid could transform over the next decade18:25 The physical infrastructure powering AI22:04 The biggest risks to the AI infrastructure boom26:43 Where the trillions in infrastructure investment are flowing32:26 Active vs passive & how investors can access infrastructureStocks & ETFs Mentioned: APA Group (ASX: APA), Transurban (ASX: TCL), Atlas Arteria (ASX: ALX), Severn Trent (LSE: SVT), Pennon Group (LSE: PNN), Brookfield Corp (NYSE: BN), Space Exploration Technologies Corp (NASDAQ: SPCX), Goldman Sachs (NYSE: GS), ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), ClearBridge Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH), ClearBridge Global Infrastructure Income Fund (Hedged) Active ETF (ASX: CIIH), ClearBridge Real Income Fund Active ETF (ASX: R3AL)If you'd like to learn more about the megatrends reshaping our economy, and how to invest in the infrastructure behind them, speak to your financial adviser, or visit Franklin Templeton's website for fund information, the relevant Product Disclosure Statement, Target Market Determination and a range of investment resources.Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827) is the Responsible Entity and/or investment manager of the products included in this website.Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.———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 + 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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Scott Phillips is the Chief Investment Officer at The Motley Fool, but he thinks most people shouldn’t be picking individual stocks.Fresh off writing The One Page Investing Plan, Scott joins Bryce and Ren to explain why simple investing habits often beat complexity, why ETFs should be the default for many investors and why trying to time the next market crash can cost you.Plus, Scott shares his case for shares over investment property, the risks of thematic and leveraged ETFs, and why staying invested matters more than predicting what happens next.Stocks & ETFs mentioned: Berkshire Hathaway (NYSE: BRK.B), John Deere (NYSE: DE), Xerox (NASDAQ: XRX), IBM (NYSE: IBM), Dell Technologies (NYSE: DELL), Visa (NYSE: V), Mastercard (NYSE: MA), Webjet Group (ASX: WJL)Chapters:00:00 Why Scott Says “Invest Anyway”01:50 The One Page Investing Plan07:24 Why Most People Shouldn’t Pick Stocks11:15 Finding Your Investing “Why”19:31 The Investing Habits That Actually Matter26:59 Shares, ETFs and Thematic Investing32:21 Shares vs Property: Scott’s Case40:20 Should You Invest With a Market Crash Coming?Check out Scott's new book 'The One-Page Investing Plan: Start Simple, Stay Patient, Build Serious Wealth'.———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What does Australia look like in 40 years, and what does it mean for your money? Bryce & Ren unpack the latest Intergenerational Report and what an older, slower-growing population could mean for investors. Then they bust the myth that you need $1 million to retire. Mr. Beat Up also returns, putting Southeast Asian super app Grab under the microscope, from its beaten-up share price to its ambitious push into banking & financial services.In this episode:00:00 — What will Australia look like in 40 years?02:11 — Australia’s ageing population & slowing economy07:56 — Canva’s valuation markdown & AI problem14:12 — Do you really need $1 million to retire?20:37 — Can shares help your super beat inflation?22:43 — Mr. Beat Up: Grab29:02 — Does Grab have a competitive advantage?35:01 — Grab’s valuation & the super app opportunityStocks & ETFs Mentioned: Grab Holdings (NASDAQ: GRAB), Uber Technologies (NYSE: UBER), Sea Limited (NYSE: SE), Jumia Technologies (NYSE: JMIA), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Space Exploration Technologies Corp (NASDAQ: SPCX)Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. LINK: https://betashares.typeform.com/to/e7hyKA2RPlus - come join the team! We’re hiring a Senior Business Development Manager - https://equitymates.com/careers/———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid.00:00 – The Fed raises rates as inflation stays sticky04:58 – Why the ASX keeps losing great companies overseas10:25 – Super September: Is a house and the Age Pension enough?12:21 – More Australians are reaching retirement with housing debt16:07 – Why the Age Pension may fall short17:46 – The risk of retirement rules changing21:18 – Pimp My Portfolio with Owen Rask28:18 – ETF overlap, tax consequences & simplifying a portfolioStocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO)Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. https://betashares.typeform.com/to/e7hyKA2R ———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

AI leaders are calling for the industry to slow down, oil is pushing back towards US$110 a barrel, and Australian growth stocks have had a rough year. Bryce & Ren unpack what the latest AI safety debate could mean for markets, why Saudi Arabia has become central to the oil story, and the ASX growth names worth putting on the watchlist. Plus, Super September continues with a practical look at what actually happens to your super when you die.In this episode:00:00 Could AI really kill us all?02:36 AI safety, regulation & the prisoner’s dilemma08:12 Oil heads back towards US$110 a barrel13:08 Community question: Where are Australia’s growth stocks?19:52 ASX growth stocks on the watchlist23:35 Is ATEC the easiest way to own Australian tech?25:31 Super September: Where does your super go when you die?32:17 How to make a binding death benefit nominationStocks & ETFs Mentioned: EQ Resources (ASX: EQR), Sunrise Energy Metals (ASX: SRL), Minerals 260 (ASX: MI6), Metals X (ASX: MLX), New Hope Corporation (ASX: NHC), Codan (ASX: CDA), Woolworths Group (ASX: WOW), CSL (ASX: CSL), BHP Group (ASX: BHP), Life360 (ASX: 360), HUB24 (ASX: HUB), Guzman y Gomez (ASX: GYG), Pro Medicus (ASX: PME), 4DMedical (ASX: 4DX), Netwealth (ASX: NWL), TechnologyOne (ASX: TNE), Catapult Group International (ASX: CAT), Goodman Group (ASX: GMG), SiteMinder (ASX: SDR), WiseTech Global (ASX: WTC), Xero, Audinate Group (ASX: AD8), REA Group (ASX: REA), CAR Group (ASX: CAR), SEEK (ASX: SEK), Betashares Australian Technology ETF (ASX: ATEC), Lovisa (ASX: LOV), Temple & Webster (ASX: TPW), Commonwealth Bank (ASX: CBA), Wesfarmers (ASX: WES), Westpac (ASX: WBC), Telstra (ASX: TLS), Transurban Group (ASX: TCL), Northern Star Resources (ASX: NST), Rio Tinto (ASX: RIO), Zip Co (ASX: ZIP)Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products https://betashares.typeform.com/to/e7hyKA2R———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Apple has finally entered the foldable phone race with the $3,499 iPhone Duo, but is it enough to kick-start the John Ternus era? Bryce and Alec also unpack a remarkable AI breakthrough before Henry Jennings returns to Pimp My Portfolio, where one community member’s love of ETFs has left him doubling down on tech and leverage. Plus, Super September asks whether small extra contributions really matter, and the maths gets big surprisingly quickly.Grab your FinFest tickets today here.And share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.  Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products. In this episode:00:00 Introduction02:44 Apple’s $3,500 Foldable iPhone06:42 AI Gets Smarter, Humans Don’t11:48 Pimp My Portfolio with Henry Jennings19:38 Riding the AI Rollercoaster23:37 The Superannuation Debate25:54 Small Contributions, Big Returns29:33 Super’s Powerful Tax Advantage31:52 Government Boosts Your SuperETFs & Stocks Mentioned: Apple (NASDAQ: AAPL), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard MSCI Index International Shares ETF (ASX: VGS), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Nasdaq Geared Complex ETF (ASX: GNDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Catapult Sports (ASX: CAT), REA Group (ASX: REA), WiseTech Global (ASX: WTC).———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———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.