
Free Daily Podcast Summary
by Equity Mates Media
Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.
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You picked them, these experts are rating them.In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community!ETFs mentioned:Betashares Asia Technology Tigers ETF (ASX: ASIA)Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)Betashares Global Cybersecurity ETF (ASX: HACK)Betashares Nasdaq 100 ETF (ASX: NDQ)Betashares Space Industry ETF (ASX: RCKT)Betashares Global Royalties ETF (ASX: ROYL)Global X Semiconductor ETF (ASX: SEMI)Betashares Global Uranium ETF (ASX: URNM)Vanguard Global Value Equity Active ETF (ASX: VVLU)Global X Copper Miners AUD ETF (ASX: WIRE)Chapters:00:00 Top 10 ETFs Reviewed02:49 ATEC: Australian Tech Trap?05:02 HACK: Cybersecurity’s AI Opportunity07:42 NDQ: Still Worth Buying?12:04 ROCKET: Space Investing Too Early?14:49 ROYAL: Why Royalties Stand Out16:05 SEMI: Has the Rally Gone Too Far?17:37 URNM: Powering the AI Boom19:26 VVLU: Why Value Matters Again21:47 WIRE: Copper’s Demand BoomJoin our community group on Facebook and tell us what ETFs or Stocks you want covered next!———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others.Nick Healy from WAM and Doug Isles from GCQ give us their take on:Intercontinental Exchange (NYSE: ICE)Visa (NYSE: V)Fair Isaac Corp (NYSE: FICO)Safran (EPA: SAF)Chapters:00:00 Introduction01:02 ICE’s Exchange Advantage02:56 Visa’s Powerful Network Effect06:14 Safran’s Valuation Debate07:46 FICO’s Pricing Power Debate———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history.GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning.Stocks Mentioned:Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330)Chapters:00:00 TSMC: Opportunity or Warning?01:14 Why TSMC Dominates Chips05:41 Can AI Spending Continue?10:30 TSMC’s Biggest Risks15:48 What Changes Their Minds?———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Looking for your next ASX growth stock?We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names.Stocks Mentioned:Ramelius Resources (ASX: RMS)Sandfire Resources (ASX: SDR)Sunrise Energy Metals (ASX: SRL)Beach Energy (ASX: BPT)Artrya (ASX: AYA)SKS Technologies (ASX: SKS)Tasmea (ASX: TEA)Megaport (ASX: MP1)Chapters:00:00 Introduction01:09 Ramelius: Gold’s Undervalued Play02:32 Sandfire: Copper Gets Weird04:40 Sunrise: Too Far, Too Fast06:51 Beach Energy: Still Struggling08:34 Artrya: AI Healthcare Opportunity12:01 SKS: Data Centre Boom14:46 Tasmea: Buy or Sell? 16:35 Megaport: Rally Gone Too Far?This episode was recorded on the 19th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we put your most requested ASX stocks under the microscope.You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Wang (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more.Stocks Mentioned:Soul Patts (ASX: SOL)ResMed (ASX: RMD)CSL Limited (ASX: CSL)Aristocrat Leisure (ASX: ALL)Technology One (ASX: TNE)Fortescue (ASX: FMG)Commonwealth Bank (ASX: CBA)Chapters:00:00 Introduction01:09 Soul Patts: Premium Worth Paying?02:53 ResMed: Henry Turns Bullish04:37 CSL: Is It Back?07:18 Aristocrat: Quality Versus Ethics09:57 Technology One Divides Opinion12:23 Fortescue: Cheap Enough Yet?15:01 CBA: Buy the Dip?This episode was recorded on the 19th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now.Stocks Mentioned:Technology One (ASX: TNE)Southern Cross Electrical (ASX: SXE)Life360 (ASX: 360)Dicker Data (ASX: DDR)Janus Electric Holdings (ASX: JNS)Chapters:00:37 Technology One’s AI Advantage03:40 Southern Cross: Electrification Play07:03 Life360: Buy or Sell?11:14 Dicker Data’s Growth Cycle12:36 Janus Electric’s Big OpportunityThis episode was recorded on the 5th August 2026.———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks.Stocks Mentioned:Pilbara Minerals (ASX: PLS)Chrysos Corporation (ASX: C79)Sims (ASX: SGM)Vysarn (ASX: VYS)Bannerman Energy (ASX: BMN)Chapters:00:34 Pilbara Minerals02:57 Chrysos Growth Story05:18 Sims AI Opportunity09:26 Why Vysarn Stands Out11:12 Bannerman Energy Thesis———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.Stocks Mentioned:Wesfarmers (ASX: WES)Cleanaway Waste Management (ASX: CWY)Brambles (ASX: BXB)Macquarie Group (ASX: MQG)CSL Ltd (ASX: CSL)Chapters:00:00 Introduction02:26 Wesfarmers: Buy or Sell?04:23 Cleanaway Debate05:53 Brambles Divides Opinions09:03 Macquarie: Value or Expensive?11:07 CSL Recovery Debate———Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates.Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing.A big thank you to our sponsor bitcoin.com.au for helping to keep our content free.———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)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.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 you are unsure, please speak to a financial professional. The hosts 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. Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now. Hosted on Acast. See acast.com/privacy for more information.
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