Alec Renehan

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Alec Renehan is an Australian investing commentator and co-host of Equity Mates Investing Podcast. He is known for helping make investing more accessible through Equity Mates Media.

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What Alec Renehan has said on podcasts

35 statements

on Canva valuation markdownNegativeSep 23, 2026· Equity Mates Investing Podcast
Canva’s valuation was cut by roughly $10 billion, or 20%.
“They cut their valuation by roughly $10 billion, which is a 20% markdown.”
Listen at 9:52
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
on stock marketPositiveSep 23, 2026· Equity Mates Investing Podcast
Stock markets have historically outpaced inflation.
“historically The stock market has beaten inflation.”
Listen at 21:48
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
on Uber versus GrabNegativeSep 23, 2026· Equity Mates Investing Podcast
Uber outperforms Grab on most operating and valuation metrics.
“Uber's beating it on almost all metrics, revenue, revenue growth, monthly users, monthly user growth, profit, profit, free cash flow, it's cheaper.”
Listen at 41:05
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab Holdings
on Australian housing prices and household debtNegativeSep 20, 2026· Equity Mates Investing Podcast
Average housing debt exceeds $230,000 for Australian homeowners aged 55–64.
“The average housing debt for that cohort now exceeds $230,000.”
Listen at 15:44
Open the episode · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask
on Retirement planningNegativeSep 20, 2026· Equity Mates Investing Podcast
Relying only on a house and age pension is an inadequate retirement plan.
“It is false.”
Listen at 23:07
Open the episode · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen Rask
on AI companiesNegativeSep 16, 2026· Equity Mates Investing Podcast
AI companies’ continued competition might produce worse outcomes for everyone.
“they choose to keep competing even though it might lead to a worse outcome for them and for everyone.”
Listen at 8:56
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on OilPositiveSep 16, 2026· Equity Mates Investing Podcast
Easing tensions and restored supply could return oil prices to the $80s quickly.
“we get oil back in the $80s by, you know, the weekend.”
Listen at 14:19
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Woolworths and BHPMixedSep 16, 2026· Equity Mates Investing Podcast
Woolworths grows roughly at GDP rates, while BHP posts meaningful growth.
“Woolworths is lucky to eke out GDP growth. If you're lucky. Yeah. Whereas BHP is putting up meaningful growth numbers.”
Listen at 20:40
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Australian growth stocksPositiveSep 16, 2026· Equity Mates Investing Podcast
Alec would consider buying selected Australian growth stocks after meaningful sell-offs.
“if they meaningfully sell off, it's things that I'll definitely be looking at.”
Listen at 22:26
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on HUB24 and NetwealthPositiveSep 16, 2026· Equity Mates Investing Podcast
HUB24 and Netwealth consistently report exceptionally strong quarterly inflows.
“HUB24 and Netwealth, the 2 biggest wealth platforms, they are just the Every quarter they report inflows and every quarter the inflows are stupid.”
Listen at 22:47
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on TechnologyOnePositiveSep 16, 2026· Equity Mates Investing Podcast
TechnologyOne’s average customer recurring revenue rose from $100,000 to $491,000.
“Average customer annual recurring revenue has gone from around $100,000 in FY12 to $491,000 today.”
Listen at 23:21
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Australian growth stocksPositiveSep 16, 2026· Equity Mates Investing Podcast
Even top-performing growth stocks will periodically fall 40%, creating buying opportunities.
“There will always be a sell-off in these stocks. Like even if you look at the best performing stocks, there will be moments where they fall 40% and you have a chance to buy them.”
Listen at 25:19
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on BHP Group LimitedPositiveSep 16, 2026· Equity Mates Investing Podcast
BHP may still be Australia’s best growth stock.
“I actually think BHP might still just be the best growth stock in Australia.”
Listen at 26:44
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on BHP Group LimitedPositiveSep 16, 2026· Equity Mates Investing Podcast
BHP has delivered extraordinary growth over approximately seventy years.
“It's been like 70 years of just incredible growth.”
Listen at 26:49
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Binding superannuation death-benefit nominationsNegativeSep 16, 2026· Equity Mates Investing Podcast
Only 13% of Australians have binding superannuation death-benefit nominations.
“only 13% of Australians have a binding death benefit nomination.”
Listen at 30:48
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Binding superannuation death-benefit nominationsNegativeSep 16, 2026· Equity Mates Investing Podcast
More than 15 million Australians lack binding superannuation death nominations.
“over 15 million Australians don't have a binding death nomination.”
Listen at 31:01
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation death-benefit nominationsNegativeSep 16, 2026· Equity Mates Investing Podcast
Five million Australians have no superannuation death-benefit nomination.
“5 million Australians have no nomination at all.”
Listen at 31:06
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation beneficiary nominationsNegativeSep 16, 2026· Equity Mates Investing Podcast
Superannuation nominations cannot directly name parents, siblings, friends, or charities.
“you can't nominate your parents, your brother, your best friend. Importantly, you can't nominate a charity directly.”
Listen at 32:20
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Non-binding superannuation nominationNegativeSep 16, 2026· Equity Mates Investing Podcast
Superannuation trustees can override non-binding beneficiary nominations.
“the trustee can overrule it.”
Listen at 33:24
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation death-benefit nominationsNegativeSep 16, 2026· Equity Mates Investing Podcast
Superannuation death-benefit nominations do not transfer automatically between funds.
“Nominations don't automatically travel with you when you switch funds.”
Listen at 34:11
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on SuperannuationNegativeSep 16, 2026· Equity Mates Investing Podcast
Superannuation does not automatically form part of a person’s will.
“your super isn't part of your will.”
Listen at 34:55
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation estate distributionPositiveSep 16, 2026· Equity Mates Investing Podcast
To route superannuation through an estate, nominate the legal personal representative bindingly.
“If you want your super to flow through your estate, generally what you will do is you'll nominate your legal personal representative in the binding nomination with your super fund”
Listen at 35:04
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation death-benefit distributionNeutralSep 16, 2026· Equity Mates Investing Podcast
Without a nomination, the superannuation trustee investigates and decides distribution.
“If you haven't made a nomination, the trustee will investigate and decide.”
Listen at 36:17
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Non-binding superannuation nominationNegativeSep 16, 2026· Equity Mates Investing Podcast
Trustees consider but can override non-binding superannuation nominations.
“If you've made a non-binding nomination, the trustee will consider your wishes but can override them.”
Listen at 36:32
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Valid binding superannuation nominationPositiveSep 16, 2026· Equity Mates Investing Podcast
Trustees generally must follow valid, unexpired binding nominations.
“if you've made a valid binding nomination and one that hasn't lapsed, the trustee must generally follow the nomination.”
Listen at 36:39
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation beneficiary nomination processPositiveSep 16, 2026· Equity Mates Investing Podcast
Nomination forms should follow fund instructions, total 100%, and be confirmed accepted.
“make sure you follow the fund's instructions precisely. Add up to 100% and confirm that the fund has accepted the nomination.”
Listen at 38:59
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation death-benefit nominationsPositiveSep 16, 2026· Equity Mates Investing Podcast
Proper nominations can reduce legal delays when families access deceased members’ superannuation.
“if you've got a family and you've got kids. If you die and your family need to access that money, you don't want it being caught up in legal processes and trustee investigations.”
Listen at 39:28
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on Superannuation death-benefit distributionNegativeSep 16, 2026· Equity Mates Investing Podcast
Superannuation does not automatically go to family; trustees decide without proper nominations.
“it's certainly not automatic and ultimately the trustee makes the decision if you haven't made a proper nomination.”
Listen at 40:21
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?
on iPhone DuoNegativeSep 13, 2026· Equity Mates Investing Podcast
Apple’s iPhone Duo is priced excessively at A$3,500 in Australia.
“it's priced at $3,500 baseline here in Australia. Aussie dollars, which is ridiculous.”
Listen at 6:29
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on OpenAIPositiveSep 13, 2026· Equity Mates Investing Podcast
OpenAI’s AI demonstrated that fluid velocity can mathematically reach infinity.
“And so OpenAI have been able to solve and say, yes, it can.”
Listen at 9:47
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on Daily AI chatbot use by studentsNegativeSep 13, 2026· Equity Mates Investing Podcast
Students using AI chatbots daily score lowest on global science tests.
“students who use AI chatbots daily are now scoring lowest in global science tests.”
Listen at 12:36
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on Weekly investment compoundingPositiveSep 13, 2026· Equity Mates Investing Podcast
Investing $10 weekly at 10% annually for 50 years produces about $605,000.
“person number 1 invests $10 a week at 10% a year for 50 years. They're going to have a balance of $605,000.”
Listen at 30:10
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on Mortgage offset accountPositiveSep 13, 2026· Equity Mates Investing Podcast
Putting $6,800 into the stated mortgage offset saves $36,200 interest and eight months.
“That's going to save me $36,200 in interest and it'll shave 8 months off the loan.”
Listen at 32:13
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on Concessional super contributionsNeutralSep 13, 2026· Equity Mates Investing Podcast
Concessional superannuation contributions are generally taxed at 15%.
“concessional contributions are generally taxed at 15% in the super fund.”
Listen at 33:22
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters
on Personal finance prioritiesPositiveSep 13, 2026· Equity Mates Investing Podcast
People should build emergency savings and repay high-interest debt before investing.
“Building an emergency savings is incredibly important and paying down all of your high-interest debt before you even start thinking about diverting cash into investments.”
Listen at 38:05
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super matters