Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.
In this episode:
0:00 Trump’s $1 billion offshore wind backflip
3:18 Meta and Google lawsuits heat up
6:25 Australia’s inflation print and diesel shortages
8:14 Iran tensions, oil prices and staying invested
11:29 Community Portfolio pitch: Spotify
20:14 Community Portfolio update vs DHHF
22:20 Two interesting things: Baby Berkshire and Rule of 80 stocks
Stocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)
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