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Apr 2025
34m 40s

Ask An Adviser: Retirement tax strategie...

Equity Mates Media
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Jun 1
Beyond the Budget: How Charlie Viola is approaching building wealth | Ask an Adviser
The federal budget has investors asking whether the old wealth-building playbook still works. Charlie Viola joins Bryce and Ren to unpack what proposed tax changes mean for trusts, super, property, private credit and portfolio construction and why the fundamentals still matter mo ... Show More
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May 31
Our Monthly Portfolio Update - May 2026
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, ... Show More
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May 28
Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how ... Show More
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