When and how to gear a portfolio

From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.

Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun.

Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and use code BPBP_TIX at checkout.

In this episode:

0:00 Ozempic’s rise, share price drops, and the $130B weight loss drug industry

3:05 Who's taking GLP-1 weight loss drugs? Shocking stats from the US

5:13 Trump Rx: Disrupting the weight loss drug market

7:03 Novo vs Eli Lilly: The weight loss drug battle heats up

9:04 The private equity dilemma: Can retail investors access it?

11:10 Portfolio review: Blair’s diversified strategy + advice from Luke

16:10 Small caps on the rise: Genesis Minerals, Hub24, Breville, and more

19:32 Picking stocks with big upside potential: Insights from the small-cap managers

Guide to Australian Small Caps: https://equitymates.com/general/small-cap-crossover-january-2026

Stocks & ETFs mentioned in this episode:

Novo Nordisk (NYSE:NVO), Eli Lilly (NYSE:LLY), Ozempic (Novo Nordisk), Wegovy (Novo Nordisk), Trump Rx, Genesis Minerals (ASX:GMD), Hub24 (ASX:HUB), Breville (ASX:BRG), Netwealth (ASX:NWL), Pinnacle Investment Management (ASX:PNI), Life360 (ASX:360), TPG Telecom (ASX:TPG), NextGen Energy (ASX:NGX), Interactive Brokers (NASDAQ:IBKR), Microsoft (NASDAQ:MSFT), NVIDIA (NASDAQ:NVDA), Sprott Physical Uranium Trust (TSX:U.UN), Junior Uranium Miners ETF (NYSEARCA:URNM)

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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