Equity Mates Investing Podcast 2025 Wrapped: Best ideas, insights & investments from a huge year
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Nov 26, 2025 2025 was a rollercoaster for investors! The AI boom, China's market surge, and a remarkable gold spike nearly 50% stole the spotlight. Discover the performance of global markets, with Europe's surprising resurgence and Japan’s impressive gains. The analysis dives into top ASX performers and unexpected losers. Simon's Mr Beat Up segment highlights striking rebounds and disappointing fails, with insights on companies like Supermicro and Adobe. Wrap up the year with reflections on significant events shaping investments!
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Big Tech Produced A Mixed Bag
- The Magnificent Seven produced a mixed outcome; some big names underperformed the S&P 500.
- Alphabet and Nvidia led, while Meta and Amazon barely moved YTD.
AI Tailwinds Benefitted Global Suppliers
- The AI supply chain winners were mostly non-US: TSMC, SK Hynix, ASML and others posted strong gains.
- This reinforces that AI's impact is global, not confined to US firms.
Use Data Filters To Find Winners
- Check sector winners on the ASX to uncover hidden performers, like miners in 2025.
- Ren used ticker.com filters to find top ASX performers and found miners dominated the top 10.