Equity Mates Investing Podcast Gold & Bitcoin hit all-time-highs, building the ultimate core portfolio & Pimp My Portfolio with Luke Laretive (and he's fired up)
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Oct 12, 2025 In this lively discussion, Australian fund manager Luke Larative shares his keen insights on the recent all-time highs of gold and Bitcoin and what’s driving these market surges. With a fiery take during the Pimp My Portfolio segment, he critiques listener Amit's investments, highlighting the risks of leveraging CFDs and the pitfalls of shorting speculative stocks. The conversations also dive into the rising world of prediction markets, sparking innovative ideas about property betting in Australia. Luke's expertise shines as he guides investors on restructuring portfolios for better diversification.
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Safe Havens Acting Like Growth Assets
- Gold and Bitcoin are rallying as investors seek safety amid rising geopolitical and fiscal risks.
- Rapid gains make them behave like growth assets despite their safe-haven narrative.
Prediction Markets Go Mainstream
- Prediction markets have surged into mainstream use with billions in monthly volume.
- Major players like Intercontinental Exchange are investing heavily, signalling institutional interest.
Align ETF Contributions To Target Weights
- If you use a multi-ETF core, align monthly contributions to achieve desired regional weights.
- Consider upweighting the all-in fund (DHHF/VDHG) if you want simpler, balanced exposure.
