Australian Finance Podcast

2026 stock game: Owen & Navarre's $100,000 stock game portfolio

Jan 20, 2026
Dive into the world of stock trading as Owen and Navarre introduce their thrilling virtual stock market game. Explore how AI may reshape app investing by 2026, with insights on durable business models. Discover Owen's top picks like WiseTech and Cloudflare, along with Navarre's choices including the innovative Oklo nuclear power and the leveraged MicroStrategy in Bitcoin. The episode highlights educational strategies for long-term investing, encouraging listeners to engage with the game and refine their financial skills.
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ADVICE

Join The 2026 StockGenius Game

  • Join StockGenius at stockgenius.com and deploy a $100,000 virtual portfolio before the end of January to enter the competition.
  • Use 10 ASX or US-listed positions and track total return including dividends and currency moves via Navexa.
INSIGHT

AI Widens Winners And Losers

  • AI will accelerate some tech winners but make many consumer SaaS products easy to replicate.
  • Durable moats (data licensing, network effects) will determine which companies survive AI competition.
ADVICE

How Navexa Tracks Game Trades

  • When entering the StockGenius game, specify quantities and Navexa will use market price at entry to allocate your virtual cash.
  • Track performance by total return which includes capital gains, dividends and FX effects for US stocks.
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