- mehrmals pro WocheErscheinungsrhythmus
- 39 mintypische Länge
- vor 3 Tagenletzte Folge
Folgenzu den neuesten
Knowing when to sell: How growth investor Michael Frazis manages risk
Michael Frazis is back to unpack a market moving faster than ever. From cracks appearing in the AI infrastructure trade and a potential software comeback, to personalised cancer vaccines and the evolution of his own investing strategy, Mich
Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry Jennings
Apple enters a new era as John Ternus takes the reins from Tim Cook, bringing a product engineer to the top job just as the company searches for its next big platform. Bryce and Alec also unpack ugly results from Star Entertainment and Mona
Andrew Page on small caps, AI & changing his mind on Bitcoin
Andrew Page (Founder, Strawman) is back to make the case for two of the market’s more volatile corners: Australian small caps and Bitcoin. He unpacks why overlooked companies can create outsized opportunities, how AI has transformed his res
Our Monthly Portfolio Update - August 2026
Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from th
How to Invest for a 30-Year Retirement with Kanish Chugh
Retirement is getting longer, markets are getting more volatile, and the old playbook of simply building a nest egg and drawing it down may need a rethink. PIMCO’s Head of ETF Sales, Kanish Chugh, joins us to unpack how investors can build
Money can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing
Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demograp
Replace your salary with dividend income with Dr. Don Hamson
Could a share portfolio eventually generate enough income to replace your salary? Plato Investment Management founder Dr Don Hamson joins Bryce and Alec to unpack the maths behind that goal, why dividends have contributed so much to long-te
Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Com
Not all income is created equal with Helen Mason | Schroders
Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues tha
Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are fl
How your financial plan changes as life changes with Matt Ingram
Having kids can reshape almost every part of a financial plan, from income and borrowing capacity to childcare, super and the possibility of future school fees. Financial adviser Matt Ingram (Northhaven Financial Management) joins Bryce and
Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed
Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce & Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in d
4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable
3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry
Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost
AI investors are getting nervous. Should they be?
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio spe
We're back: AI selloff reverses, US earnings, Aussie property & more
Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a s
The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscaler
Luxury: How Experiences Became the New Luxury | The Decade Ahead
The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the nex
Agriculture: Robots, Drones and the Future of Food | The Decade Ahead
The world can't create more farmland, but it does need to feed more people. From AI-powered cattle collars and autonomous robots to precision irrigation and gene-edited crops, this episode explores the technologies transforming agriculture.
Cybersecurity: The AI too dangerous to release to the public | The Decade Ahead
AI isn't just making cybersecurity stronger, it's making cybercriminals more powerful. In this episode of The Decade Ahead, Bryce & Ren explore why cybersecurity has become one of the defining investment themes of the next decade. From Anth
Emerging Middle Class: 300,000 New Consumers Every Day | The Decade Ahead
The global middle class has surpassed 4.4 billion people and now accounts for more than two-thirds of global consumer spending. Over the next decade, the centre of gravity of economic growth is expected to shift towards India, Southeast Asi
AI & Robotics: From $300bn to $5.2 trillion in three years | The Decade Ahead
AI has already transformed how we work, but the next decade could see it reshape the physical world. From fully autonomous "dark factories" in China to humanoid robots working in warehouses, aged care, construction and even the home, Bryce
Entertainment: The Smartphone Is Eating Hollywood | The Decade Ahead
Digital entertainment has already transformed how we spend our time, but the next decade could see it become an even bigger investing opportunity. In this episode, Bryce and Ren unpack the forces driving the industry's growth, from the rise
Electrification: Australia’s Chance to Power the World | The Decade Ahead
Electricity demand is surging, driven by AI data centres, EVs & the global shift to electrification. Australia holds some of the world’s largest deposits of the critical minerals needed to power this transition, but can we turn that natural
Pet Care: Australia Has More Pets Than People | The Decade Ahead
There are now more pets than people in Australia, and we're spending more on them than ever before. From premium pet food & insurance to longevity drugs & daycare, the pet economy is becoming one of the fastest-growing consumer sectors in t
Longevity: Can We Add Another 30 Years? | The Decade Ahead
People are living longer than ever before and the science helping us live healthier for longer is advancing at a rapid pace. From AI-powered drug discovery and personalised medicine to GLP-1s and the longevity economy, this episode explores
Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and wh
Why gold fell when war broke out (and what that tells you)
Gold is often described as the ultimate safe haven, so why did it fall during the Iran conflict after surging earlier in the year? ABC Bullion's Jordan Eliseo joins Bryce and Alec to unpack one of investing's oldest asset classes, explainin
Our Monthly Portfolio Update - June 2026
Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behin
Alan Kohler fixes Australia - Housing, AI, Childcare & Energy
Alan Kohler thinks Australia is asking the wrong questions. In this wide-ranging conversation, the veteran finance journalist shares why he believes housing can no longer be Australia's wealth-building engine, why AI demands a bigger govern
