Which themes will be the biggest winners of 2027?

We asked two experts for their take on five themes, as well as the ETFs you can use to invest in them.

Michael Wayne from Medallion Financial and Adam Dawes from Shaw and Partners tell us their Buy or Sell.

ETFs Mentioned:

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)

Global X Copper Miners AUD ETF (ASX: WIRE)

Betashares Global Agriculture Companies ETF (ASX: FOOD)

Betashares Global Cybersecurity ETF (ASX: HACK)

Vaneck Global Defence ETF (ASX: DFND)

Chapters:

00:00 Introduction

00:55 Australian Tech ETF (ATEC)

03:57 Copper Miners ETF (WIRE)

06:24 Global Agriculture ETF (FOOD)

09:16 Global Cybersecurity ETF (HACK)

12:19 Global Defence ETF (DFND)

This episode was recorded 10 November 2026.

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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).

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

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Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Funds management can be a brilliant business. High margins, scalable operations and recurring revenue. But does that make listed fund managers a good investment?

Ally is joined by Luke Laretive from Seneca and James Gerrish from Market Partners to debate four ASX-listed investments. From Regal Partners and MA Financial to Pinnacle and WAM Capital, they unpack the valuations, risks and opportunities, and reveal which stocks they'd buy and which they'd sell.

Stocks Mentioned:

Regal Partners (ASX: RPL)

MA Financial Group (ASX: MAF)

Pinnacle Investment Management Group (ASX: PNI)

WAM Capital (ASX: WAM)

Chapters:

00:00 Should You Invest in Fund Managers?

00:39 Regal Partners: A Bargain After the Sell-Off?

05:55 MA Financial: The Risks in Private Credit

11:07 Pinnacle: Is Diversification Enough?

15:31 WAM Capital: Both Experts Say Sell

This episode was recorded 28 October 2026.

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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).

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Which beaten-down ASX stocks could be the next take over target?

Just last month Blackstone came for IDP Education, that bid has now been rejected. Who could be the next Aussie stock ripe for M&A activity?

To figure that out, we’re joined by James Gerrish from Market Partners and Luke Laretive from Seneca.

Stocks Mentioned:

Deep Yellow (ASX: DYL)

Boss Energy (ASX: BOE)

NextGen (ASX: NXG)

Storage King (ASX: SKG)

Aussie Broadband (ASX: ABB)

Praemium (ASX: PPS)

Jupiter Mines (ASX: JMS)

Chapters:

00:00 ASX Takeover Targets

00:11 Deep Yellow: Buy Or Sell?

01:22 Boss Energy’s Uranium Case

01:50 NextGen’s Takeover Appeal

03:15 Storage King’s Bid Potential

06:02 Aussie Broadband’s Value

08:33 Praemium’s Turnaround Case

10:08 Jupiter Mines’ Takeover Setup

This episode was recorded 28th October 2026.

———

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)

Want more from Buy or Sell host Ally? Check out Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Subscribe to the weekly email

———

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Buy or Sell is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.