Equity Mates Investing Podcast

Bill Ackman’s investing philosophy, top holdings, and views on AI anchor this New York episode. Bryce and Ren pair their immediate takeaways from a long-form Ackman interview with a discussion on Uber’s robotaxi bet and why some Australian brands thrive in America while others stumble.

Asia’s role in global growth is the focus here, as Cameron Robertson argues many Australian investors are underexposed to the region. The episode moves from Korea’s AI hardware names to healthcare in India, consumer growth in Vietnam and Indonesia, and overlooked opportunities in China.

Australian property prices keep falling as two major IPOs put AI enthusiasm to the test. Bryce and Ren compare Anthropic’s huge listing ambitions with Firmus’s eye-catching proposed valuation and ask whether the numbers support the hype.

AI investing is the focus here, with Steve Johnson arguing that a transformational technology does not automatically make its stocks attractive. The episode also moves into Australian small-cap opportunities, past investing mistakes, and the long-running shares-versus-property debate.

September’s portfolio update covers a tough month in global markets, how Bryce and Ren’s holdings held up, and where they’re adding or trimming positions. It also branches into Waymo’s lead in self-driving cars and whether sports team ETFs blur the line between investing and betting.