Equity Mates Investing Podcast

What's keeping stock markets high & is a crash likely with Seb Mullins

Bill Ackman on building the next Berkshire, AI & his next 10-bagger

Bill Ackman, founder of Pershing Square Capital Management, details his investment philosophy centered on identifying "super durable growth companies" with wide economic moats. He argues that the current AI boom represents a fundamental shift in compute demand rather than a speculative bubble, though he cautions agains...

Searching for predictability in an unpredictable market with Warryn Robertson

Data centre backlash grows, the latest on our Community Portfolio & Pimp my Portfolio with Henry Jennings

Momentum, market concentration & two out-of-favour stocks with Matt Jones

Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash

Ask An Adviser: Where property is heading, debt recycling and the future of rentvesting with Patt Noll

Dating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask

Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson

Firmus IPO falls apart & the invisible crash behind Wall Street's record highs

Ask an Adviser: Debt recycling, super & investing for kids – Community mailbag with Matt Ingram

Live from New York: Bill Ackman, Aussie businesses & other observations

The Asian Opportunities Investors Are Missing with Cameron Robertson

Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus

Steve Johnson: What the market is missing about the AI boom

Our Monthly Portfolio Update - September 2026

The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst

RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolio

Scott Phillips: The stock picker who doesn’t think you should pick stocks

OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloff