Nvidia's VC-style investments

Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.

David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.

01:27 Introducing David Tuckwell & ETF Shares

03:28 Rethinking scale, moats and long-term growth

06:40 Why Alphabet is still compounding

10:28 AI as infrastructure, not hype

16:13 Nvidia’s software-driven dominance

25:14 ETFs vs stock picking mega-caps

26:00 Closing thoughts on long-term US leaders

📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.

Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV 

This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).

———

Want to get involved in the podcast? Record a voice note or send us a message 

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Screen the market with GuruFocus
• Track your portfolio with Sharesight

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

———

Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.