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WEITERE EPISODEN IN DIESEM PODCAST

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. Stocks Mentioned: Goodman Group (ASX: GMG) Chapter…
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) Amazon (NASDAQ: AMZN) Microsoft (NASDAQ: MSFT) Chapt…
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 Brittany Isakka and Northstar Impact’s Claudia Kwan for …
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) Cleanaway Waste Management (ASX: CWY) Brambles (ASX:…
Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar. Stocks Mentioned: SpaceX (NASDAQ: SPCX) SK Hynix (KRX: 000660) Eli Lill…
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