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 Explained
04:09 Hedged vs Unhedged ETFs
07:19 Currency Risks and Returns
11:38 Blending Hedged and Unhedged
14:11 Hedging Different Assets
17:00 How Time Horizons Matter
20:11 Simplifying Your Strategy
22:04 Where Is the Aussie Dollar Headed
26:50 Long Term ETF Performance
29:16 Final Thoughts

ETFs 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)

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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 message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

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Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track 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 S&P 500 is up 14% & Wall Street is celebrating record highs. But beneath the surface, something very different is happening. A staggering 85% of S&P 500 stocks are trading at least 10% below their all-time highs, and some of America's biggest names have been smashed. Bryce & Ren unpack the invisible crash hiding behind the AI boom, explain why a handful of stocks drive most market returns, and explore Charlie Munger's 200-week moving average rule for finding opportunities. Plus, Australia's $44 billion Firmus IPO falls apart, Samsung's profits are exploding, and the boys share what they've learnt about the future of robotics from New York.

In this episode:
00:00 The Invisible Crash Hiding Behind Record Market Highs
02:30 Firmus Pulls Its $44 Billion IPO: What Went Wrong?
07:30 Wall Street Hits New Highs & AI Earnings Accelerates
11:41 Why 85% of S&P 500 Stocks Are Down
15:42 Which 4% of Stocks Drive Long-Term Market Returns
18:20 Charlie Munger's Long Term Investing Rule
21:01 Netflix, Nike & Other Beaten-Down Stocks
24:30 The Mag Seven: Which Stocks Are a Buying Opp?

Stocks & ETFs Mentioned: Maas Group (ASX: MGH), Woolworths (ASX: WOW), Coles (ASX: COL), Cochlear (ASX: COH), Argo Investments (ASX: ARG), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), The Trade Desk (NASDAQ: TTD), AppLovin (NASDAQ: APP), Fair Isaac Corporation (NYSE: FICO), CoStar Group (NASDAQ: CSGP), Lululemon Athletica (NASDAQ: LULU), Intuit (NASDAQ: INTU), McDonald's (NYSE: MCD), Netflix (NASDAQ: NFLX), Starbucks (NASDAQ: SBUX), Walmart (NASDAQ: WMT), Home Depot (NYSE: HD), Boeing (NYSE: BA), Intel (NASDAQ: INTC), General Electric (NYSE: GE), IBM (NYSE: IBM), Apple (NASDAQ: AAPL), Nike (NYSE: NKE), Warner Bros. Discovery (NASDAQ: WBD), Pfizer (NYSE: PFE), PepsiCo (NASDAQ: PEP), Procter & Gamble (NYSE: PG), PayPal (NASDAQ: PYPL), Salesforce (NYSE: CRM), Oracle (NYSE: ORCL), Adobe (NASDAQ: ADBE), United Parcel Service (NYSE: UPS), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)

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Want to get involved in the podcast? Record a voice note or send us a message

And 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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track 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 Answered
01:38 Managed Portfolios vs DIY Investing
03:58 Building a Better ETF Portfolio
08:58 ETF Overlap, Capital Gains Tax and Dividend Investing
11:31 HECS Debt, Bonds and Debt Recycling
19:10 Investing for Your Kids
23:54 Super Contributions, Tax Traps and Insurance
31:48 Financial Independence and Buying Your First Home

Stocks & 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)

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Want to get involved in the podcast? Record a voice note or send us a message

And 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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track 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.

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.

In this episode:
00:00 First Reactions: Bill Ackman & New York
03:27 Ackman on AI, Buffett & the Everyday Investor
06:23 Inside Bill Ackman's Investing Philosophy
10:24 Ackman's Top Holdings
11:26 Uber's Robotaxi Bet
15:20 Aussie Brands Conquering America
20:19 Why Australian Businesses Fail Overseas

Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)

A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com

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Want to get involved in the podcast? Record a voice note or send us a message

And 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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track 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 Asia
04:14 Geopolitical risk, oil prices & emerging-market consumers
07:42 The Asian companies powering the AI boom
17:22 Beyond AI: overlooked opportunities across Asia
21:46 India’s enormous healthcare opportunity
29:47 Vietnam and Indonesia’s emerging middle class
33:20 China: AI enthusiasm, Tencent & an unlikely lighting winner
42:42 The biggest mistakes Australians make investing in Asia

Stocks & 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)

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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 invest@platinum.com.au.

The 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.

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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.