Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin.In this episode:00:00 Are Dating Apps Dead? Bumble's $1.3 Billion Sale06:47 AI Data Centre Contagion & Rising Debt Risks11:13 Is the AI Boom Repeating the Dot-Com Bubble?13:28 Community Question: When Should You Buy, Hold or Sell?17:33 Eli Lilly Deep Dive: GLP-1 Dominance, Competition & Valuation27:47 Pimp My Portfolio with Owen Rask31:36 Resources: How Much Exposure Is Too Much?37:05 Simplicity Versus Complexity: Who will Outperform?Stocks & ETFs Mentioned: Bumble (NASDAQ: BMBL), Match Group (NASDAQ: MTCH), Grindr (NYSE: GRND), Firmus, AirTrunk, CoreWeave (NASDAQ: CRWV), Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), CXMT, Anthropic, OpenAI, Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Merck & Co. (NYSE: MRK), Mounjaro, Ozempic, CagriSema, tirzepatide, retatrutide, Keytruda, Stellar Resources (ASX: SRZ), Interactive Brokers (NASDAQ: IBKR), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares NASDAQ 100 ETF (ASX: NDQ), iShares S&P 500 ETF (ASX: IVV), Betashares Geared Australian Shares Fund (ASX: G200), Global X Physical Gold ETF (ASX: GOLD), Betashares Australian Resources Sector ETF (ASX: QRE), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Betashares Energy Transition Metals ETF (ASX: XMET), BHP Group (ASX: BHP)———Rich Girl Summer is just around the corner and to get you prepared, Equity Mates & Betashares are teaming up for an investing event designed to help women feel more confident with their money.Whether you're just starting your investing journey or looking to take it to the next level, bring a friend (or a few!) and join us for an evening of great conversations, cocktails, canapés and good company. Because investing is better when you're learning togetherSydney | 12th NovemberTickets are limited, so make sure you secure your spots here———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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 unsure, speak to a financial professional. The host 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 and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Mostra di più
Mostra meno
47 min
1 ora e 11 min
44 min
Oct 25 202633 min
44 min
Oct 19 202644 min