About this episode
Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again).They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the four compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV In this episode: 03:57 How to win $500 with the Equity Mates Annual Survey05:16 2025 Stock of the Year recap10:33 Theme #1: Commodities are ripping (and why it matters)11:31 Bryce’s themes: Future of Health + “Luxury feelings”18:32 Ren’s themes: China takes the lead? + 2026 turnarounds25:20 Stock of the Year 2026: TransMedics vs Xero———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with
