Django Riffs is a podcast for learning web application development in Python using the Django web framework. We explore all of Django's features to equip listeners with the knowledge to build a web app.
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Matt Layman Podcasts
Belief does not subdue fact and some beliefs are worth understanding. || Not an expert, but damn curious! This podcast tackles questions on everything from religion and philosophy to history, science (and pseudo), even a whole lotta fiction, from the perspective of the permanent layman, Matt the Toothless Philosopher. I’ll be joined by my real life brother the one and only Mike the Mad Monk, potentially other guests, or just the voices in my head. Hope you enjoy!
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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The case for and against an AI bubble - Alan Pullen | Magellan
35:23
35:23
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Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype. As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble? We cover: Whether…
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50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
32:24
32:24
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32:24
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability? We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get…
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Buy or Sell: Ally Selby with Arms Rosenberg
32:36
32:36
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32:36
AI-powered investing might sound futuristic, but Armina (Arms) Rosenberg, Portfolio Manager at Minotaur Capital, is proving it’s already here. Arms joins host Ally Selby to share how Minotaur is using artificial intelligence across every step of the investment process - and the global stocks she’s buying and selling right now. They cover: • Why Pol…
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Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram
36:13
36:13
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One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity. Also in this episode: · 📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech · 💼 Pimp My Portfolio: Adv…
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The $20 billion commercial property investor - Jason Huljich | Centuria Capital
36:47
36:47
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Over the past 25 years, Jason Huljich and the team at Centuria have built one of Australia's largest property investors. With $20 billion in assets under management, the team invest in all types of commercial real estate: from office buildings to industrial warehouses to farm greenhouses - Jason and his team are across it. So today we wanted to pic…
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All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive
40:01
40:01
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40:01
In this episode we take a closer look at Big Tech’s latest results and what they reveal about the broader market. Plus, in Pimp My Portfolio Luke Laretive helps community member Sheridan assess whether his strategy is on the right track. And Mr Beat Up is back putting WiseTech to the test using our 4-Step Stock Checklist — a simple framework you ca…
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Labubu, AI infrastructure & renewable energy: Why China is full of opportunity - Eric Wong | Stillpoint Investments
45:10
45:10
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It is time we rethink our approach to China? Today's guest believes it is time. And between AI, electric vehicles and renewable energy, there are more and more cutting edge industries that China is emerging as a leader. Eric Wong is the Chief Investment Officer of Stillpoint Investments. Want more from Eric? He will be speaking at the Sohn Hearts &…
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Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
29:12
29:12
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29:12
We believe there is power in financial transparency. So, every so-often, we share our full investment portfolios here at Equity Mates. This isn't a buy or sell recommendation, or a suggestion that how we invest is right for you. Rather it is part of our effort to make investing less intimidating and to encourage more people to get started. If we ca…
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The Bull Case for China: What’s Changed & Where to Invest - Lukasz de Pourbaix | Fidelity
30:44
30:44
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30:44
Today's guest thinks we need to rethink our views on China. For year's the world's second largest economy has been seen seen as uninvestable. But there is evidence that things are starting to change. Tune in as we unpack where one of the world's largest investors is seeing opportunity in the Chinese market. We are joined by Lukasz de Pourbaix, Head…
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Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?
37:12
37:12
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37:12
Once again, everything is hitting all-time highs. We kick off the episode by travelling around the world - from Australia to the US, Japan to the UK - to understand what is driving up share markets all around the world. An important reminder to invest globally. That’s not all in another big episode of Equity Mates: We review "the scariest chart in …
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Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram
42:51
42:51
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42:51
Your portfolio should be changing with your life. For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives. That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management. Today, Bryce and Matt work through 3 personas and build portfoli…
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Tesla's biggest quarter yet, what stocks are experts buying & Luke Laretive is back for Pimp my Portfolio
38:17
38:17
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38:17
Tesla is one of the most controversial stocks in the world. To some it is a reflection of the chaos and ego of Elon Musk. To others it is ushering in the future of clean transportation and personal robots. Love it or hate it, there is always something going on with this company. Last week was no different. As Tesla reported its Q3 numbers, Elon Mus…
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Boosting income in 2025 with Sam Watkins | PIMCO
22:53
22:53
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22:53
Today’s expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO’s Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN). We cover: - “enhanced cash” and how it compares to term deposits. - What the RBA’s stance …
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Rentvest your way to your dream home, 5 principles of building wealth, Q&A (Live podcast)
54:34
54:34
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54:34
Ever been told that you need to choose between investing in property OR the stock market? We think that’s wrong. In this episode recorded live at our recent Sydney show, we explain how anyone can build wealth through both. We cover: - Our 5 principles of long-term investing - Pimp my portfolio featuring brave submissions from the crowd - Sam Gordon…
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Buy or Sell with Ally Selby and Vihari Ross
30:11
30:11
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30:11
Buy or Sell is back with a new host! Ally Selby, marketing and distribution lead at Minotaur Capital is at the helm, discovering the stocks expert investors are buying and selling. This time she’s joined by Vihari Ross, Portfolio Manager at Antipodes. They cover a stack of stocks including: AMD (NASDAQ: AMD), Siemens Energy (XETRA: ENR), Tencent (H…
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Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram
36:00
36:00
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36:00
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio. That’s not all: Is luxury powerhouse LVMH at the beginning of a bounce back? Simon’s case against the classic “core and satel…
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How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
41:19
41:19
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41:19
This expert doesn't just talk disruption, he invests in it. And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list. We cover: The sauce behind Loftus Peak…
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