
Join Ally Selby each week as she unpacks the stocks expert investors are buying and selling right now.
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| Publishes | Weekly | Episodes | 18 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittan... more
Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out.
Stocks Mentioned:
Wesfarmers (ASX: WES)
more
Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong.
Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong.
Who's right? We’re about to find out.... more
Are the hyperscalers all hype? Or are investors hopes well placed?
We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts.
Stocks Mentioned:
Alphabet (NASDAQ: GOOGL)
Meta Platforms (NASDAQ: META)... more
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I am doing what is told witch is buy everything but it is not working 🤷🏻‍♂️
Financial capitalism is an even more sinister form of capitalism than industrial capitalism because at least with industrial capitalism we sometimes got quality products. Financial capitalism is built purely on speculation and selling our children’s future.
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The show centers on rapid-fire stock takes from a rotating cast of investment professionals, focusing on which ideas are buyable, which deserve a sell, and why—often anchored by macro themes like AI, data centers, and sector rotations. Episodes typically pair the host with multiple guests to debate valuations, catalysts, and risk, weaving in practical stock-picking tactics, broker views, and occasional sponsor plugs. A standout trait is the emphasis on high-conviction trades and contrarian perspectives, with guests ranging from asset managers to analysts, delivering a blend of skepticism and optimism that helps listeners gauge ideas across ASX-listed names, global tech, and infrastructure plays. The format tends to mix actionable calls with... more
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These podcasts share a similar audience with Buy or Sell:
1. Equity Mates Investing Podcast
2. Buy Hold Sell, by Livewire Markets
3. Australian Investors Podcast
4. Get Started Investing
5. The Rules of Investing
Buy or Sell launched 4 months ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Buy or Sell include:
1. Brittany Isakka
2. Claudia Kwan
3. Mike O'Neill
4. Matt Haupt
5. Sam Ruiz
6. Alex Pollak
7. Arden Jennings
8. Luke Laretive
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