Equity Mates Investing Podcast Super September is here, highlights from reporting season & Pimp my Portfolio with Matt Ingram
28 snips
Aug 31, 2025 In this engaging discussion, investment expert Matt Ingram dives into the importance of Superannuation during Super September. He provides insights on how Australians can better manage their super, emphasizing avoiding high fees and increasing contributions. The conversation also covers highlights from the recent reporting season, including impressive earnings from NVIDIA. Listeners gain valuable portfolio management tips, including strategies for cryptocurrency allocation and diversification. It's an informative deep dive into building wealth and optimizing investments!
AI Snips
Chapters
Transcript
Episode notes
US Earnings Were Better Than Expected
- US earnings season has been surprisingly strong with 81% of S&P 500 firms beating earnings expectations.
- Year-on-year profit growth for the S&P 500 was about 11.8%, indicating broad corporate resilience.
NVIDIA's AI Surge And Geopolitical Impact
- NVIDIA delivered outsized revenue driven by data center demand and AI chips, showing exceptional growth.
- Government involvement and export rules are now affecting chip sales and industry structure.
Coles Outperforms While Woolies Struggles
- Australian reporting season shows mixed results: Coles improved margins while Woolworths' profit fell sharply.
- Grocery fortunes swing cyclically and automation and e-commerce are reshaping margins.