Equity Mates Investing Podcast A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
22 snips
Mar 29, 2026 They unpack a billion dollar US offshore wind reversal and what it signals for renewable investment trends. They run through major Big Tech legal fights heating up and how that could reshape platforms. They debate Spotify as a portfolio pick, weighing user growth, competition and monetization. They also flag “baby Berkshire” insurers and high-growth pharma names as intriguing ideas.
AI Snips
Chapters
Transcript
Episode notes
US Paid To Stop An Offshore Wind Project
- The US paid TotalEnergies $1 billion to abandon an East Coast offshore wind lease, showing political shifts can slow renewables temporarily.
- Ren and Bryce note global renewables still grew in 2025, with solar and wind at 17% of US utility-scale generation, up from <1% in 2005.
Court Ruling Challenges Tech Immunity
- California jury found Meta and Google liable for designing addictive platforms that harmed a young woman, with modest damages awarded but major legal precedent at stake.
- Both companies will appeal, and hosts stress the decision's significance beyond the small monetary fines.
Use Market Drops To Stay The Course
- Stay invested and focus on the long term because market drawdowns (10%+ falls) have happened frequently but markets recovered historically.
- Ren cites S&P data: 57 drops of 10%+ since 1928 and a ~5% drop happens about once a year, so use dips as buying opportunities.