Why defence is a hot thematic now

Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).

Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.

Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.

In this episode:

01:57 RBA talk: jobs surprise, rate rise odds jump

03:36 AUD hits 16-month high

05:22 TikTok US deal: sold… sort of

08:21 Heath & Coco’s portfolio review (with Matt Ingram)

17:10 Defence ETFs explained: ARMR vs DFND vs DTEC

24:31 Fees, performance & top holdings under the hood

28:46 Takeaways: how to choose between them

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