ABOUT THIS EPISODE
Bryce & Ren unpack the growing backlash against data centres after NextDC plunged 42% in a day, and, whether combining Tesla and SpaceX could be Musk's biggest move yet. Plus, with just weeks left in the community portfolio challenge, the boys review their winners, losers and potential final trades. Then Henry Jennings from Marcus Today joins for Pimp My Portfolio, helping a community member tackle ETF overlap, diversification and the art of keeping investing simple.
In this episode:
00:00 NextDC crashes 42% as backlash grows
06:57 Breakthroughs, cybersecurity & the compute crunch
10:23 Tesla + SpaceX: Elon Musk's mega-merger plans
15:32 Community portfolio update: Are we beating the market?
17:09 The biggest winners & losers in our portfolio
19:49 October stock picks: What should we buy next?
23:44 Pimp My Portfolio with Henry Jennings
28:07 ETF overlap, diversification & DCA
Stocks & ETFs Mentioned: NextDC (ASX: NXT), Goodman Group (ASX: GMG), Tesla (NASDAQ: TSLA), SpaceX (NASDAQ: SPCX), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT), Betashares Diversified All Growth ETF (ASX: DHHF), PWR Holdings (ASX: PWH), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF (ASX: AINF), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), GE Vernova (NYSE: GEV), Telix Pharmaceuticals (ASX: TLX), Codan (ASX: CDA), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Catapult Group International (ASX: CAT), Motorcycle Holdings (ASX: MTO), SK Hynix (KRX: 000660), APA Group (ASX: APA), ResMed (ASX: RMD), Intuitive Surgical (NASDAQ: ISRG), HUB24 (ASX: HUB), Meta Platforms (NASDAQ: META), iShares S&P 500 ETF (ASX: IVV), Vanguard Australian Shares Index ETF (ASX: VAS), Vanguard FTSE Europe Shares ETF (ASX: VEQ), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Global Cybersecurity ETF (ASX: HACK), Global X Physical Gold Structured (ASX: GOLD), Global X Defence Tech ETF (ASX: DTEC), iShares MSCI Emerging Markets AUD ETF (ASX: IEM)
———
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 & good company.
Because investing is better when you're learning together.
Sydney | 12th November
Tickets 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 message
And 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 Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track 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.
