Equity Mates Investing Podcast Everything is hitting all-time highs, Pimp my Portfolio with Matt Ingram & is ethical investing back?
46 snips
Oct 29, 2025 
Matt Ingram, a financial adviser from North Haven Financial Management, shares insights on global markets reaching record highs. They discuss the importance of international investing strategies and evaluate a community member's portfolio, offering tailored advice on growth versus income-focused options. Ingram tackles ethical investing's current state, explaining the evolution of ESG terminology and investment screening methods. Additionally, the conversation highlights the potential for incorporating Bitcoin in a balanced portfolio.
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AI Chart Oversimplifies Job Trends
- A viral chart linking ChatGPT to falling US job openings oversimplifies cause and effect. Interest-rate rises and pre-existing trends explain much of the jobs decline more than a single AI release.
AI Favors Owners Of Capital
- AI shifts the balance between capital and labour, potentially increasing returns to capital owners. If AI reduces labour's share, owning capital (shares) becomes more important to capture future gains.
Vanessa’s Portfolio Journey
- Vanessa built a portfolio starting in 2022 with ANZ, VHY, and IVV and later added individual stocks for dividend-driven debt recycling. She also holds Nvidia, Alphabet and a small Bitcoin ETF position for experimentation.
