Equity Mates Investing Podcast Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram
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Nov 19, 2025 
Financial adviser Matt Ingram joins to provide insights into the recent Bitcoin bear market and its causes, including risk sentiment and profit-taking. They explore the exciting decline in US obesity rates thanks to GLP-1 drugs and how it impacts stocks like Eli Lilly and Novo Nordisk. Matt offers practical advice on refining listener portfolios, emphasizing diversification and managing stock weightings. His review of a listener's portfolio highlights the importance of balancing direct stock investments with ETFs for optimal exposure.
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Institutions Buy While Retail Sells
- Long-term institutional buyers are entering the space while retail pulled billions from crypto ETFs.
- MicroStrategy continues aggressive accumulation, holding a material share of Bitcoin supply.
GLP-1s Are Shifting Population Health
- US obesity fell from 39.9% in 2022 to 37% in 2025, coinciding with a rapid rise in GLP-1 drug use.
- GLP-1 adoption roughly doubled to over 12% of American adults in about a year.
Two Winners, Different Market Reactions
- GLP-1 drugs drive major tailwinds for makers like Eli Lilly and Novo Nordisk but market reactions differ.
- Eli Lilly soared while Novo Nordisk fell, reflecting company-specific execution and pricing risks.