Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive
About this episode
Bryce and Ren discuss Aston Martin's financial issues, review a community portfolio, and evaluate an EV ETF pitch with guest Luke Laretive.
Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young. In this episode: 00:00 Episode Preview & Intro 01:46 Iran War Market Impact 04:44 Aston Martin Crisis Explained 08:10 Luxury Brands: Winners vs Losers 09:10 Community Portfolio 09:42 Portfolio Performance Update 11:59 Josh’s Investing Story & Pitch 13:28 EV ETF Pitch (DRIV) 13:56 EV Demand Data 16:21 Risks of the EV Boom 18:29 Pimp My Portfolio with Luke Laretive 19:13 Lachie's Portfolio Breakdown 21:02 Luke's First Impressions 22:01 Infratil (IFT) Deep Dive 24:24 Other Stock Picks Critiqued 26:15 ETF Fees and Overlap Discussed 27:20 Final Thoughts & Wrap Up Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT)…
More episodes of Equity Mates Investing Podcast
- Which Aussie software stocks are ready to rebound with Jared Pohl
- End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
- Allbirds' brazen move, Saudi’s abandoning LIV golf and Bryce’s investing strategy explained
- 4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
- Ask an Adviser: Why earlier is better for life insurance with Phil Thompson
- Wall Street’s secret agent, talking super with your parents & Buy or Sell is back
Explore listener stats, chart rankings, contacts and more on the Equity Mates Investing Podcast podcast page.