End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers

About this episode

The episode discusses Tim Cook's departure from Apple, the implications for the company's future, and insights into investment strategies from global fund managers.

It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO. Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering. In this episode: 00:00 Intro & Episode Overview 01:54 GLP-1 Drugs Surprise Benefit 05:04 Tim Cook steps down as Apple CEO 10:57 Why Brad Jacobs and QXO have investors paying attention 15:52 Bryce's Portfolio Strategy Update 18:22 Community Q&A: GHHF, DHHF and geared ETF exposure 20:42 Community Q&A: Debt Recycling vs Borrowing to Invest 24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying 29:31 Final Thoughts & Wrap Up Our Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBef Stocks & ETFs mentioned: Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild…

People in this episode

Hosts: Bryce, Alec

Topics covered

• Apple
• Tim Cook
• GLP-1 Drugs
• Brad Jacobs
• QXO
• geared ETFs
• debt recycling
• global fund managers

Keywords

• investing
• portfolio strategy
• community Q&A

Mentioned in this episode

Products: Apple, Eli Lilly, QXO, TopBuild, GHHF, DHHF, GGUS, G200, Amazon, Microsoft

Places: Australia

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