Australian Finance Podcast

2026 stock game: Owen & Navarre's $100,000 stock game portfolio

Jan 20, 2026
Dive into the world of stock trading as Owen and Navarre introduce their thrilling virtual stock market game. Explore how AI may reshape app investing by 2026, with insights on durable business models. Discover Owen's top picks like WiseTech and Cloudflare, along with Navarre's choices including the innovative Oklo nuclear power and the leveraged MicroStrategy in Bitcoin. The episode highlights educational strategies for long-term investing, encouraging listeners to engage with the game and refine their financial skills.
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ADVICE

How Navexa Tracks Game Trades

  • When entering the StockGenius game, specify quantities and Navexa will use market price at entry to allocate your virtual cash.
  • Track performance by total return which includes capital gains, dividends and FX effects for US stocks.
ANECDOTE

Owen's WiseTech Position

  • Owen discloses he bought and still holds WiseTech (WTC) and has added to his position in late 2025.
  • He believes CargoWise's deep embedding with logistics customers gives it resilience to AI replication.
ANECDOTE

Navarre's Oklo Swing Bet

  • Navarre picks Oklo (OKLO), a small-modular nuclear company backed by Sam Altman, as a big swing trade.
  • He cites a Meta deal to power data centres and the rising power needs of AI as the rationale.
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