Equity Mates Investing Podcast Big names report big gains, Pimp my Portfolio & what experts are buying and selling
16 snips
Aug 6, 2025 Luke Laretive from Seneca shares his expertise on optimizing investment portfolios. Big names like Amazon and Apple reported impressive earnings, stirring market reactions. He also reveals the story of an Australian who turned down a $1.5 billion job offer. The conversation dives into what experts are currently buying and selling, including insights on hedge fund strategies and the meteoric rise of Applovin. Listeners are encouraged to explore unique investment opportunities and the evolving landscape of cryptocurrency.
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Big Names Show Strong Earnings
- Many big-name companies like Reddit, Apple, Nintendo, Amazon, and Roblox reported remarkable earnings growth recently.
- These results show opportunities in fast-growing, well-known firms that investors may regret missing.
AI Expert Turned Down $1.5B Job
- Andrew Tulloch, ex-Sydney Uni student and ex-Meta engineer, turned down a $1.5 billion AUD job offer from Mark Zuckerberg.
- He prefers to run his own AI lab focusing on responsible AI rather than joining big tech.
Use Hedged and Unhedged ETFs
- Consider that holding both hedged and unhedged ETFs can balance currency exposure in a diversified portfolio.
- Decide based on your portfolio size and exposure preferences whether this split is necessary.