Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram

8 snips

Oct 19, 2025

Big banks are sounding alarms about market exuberance, prompting discussions on potential froth. A bold new portfolio strategy emerges, challenging the traditional core-and-satellite model—introducing the body, mind, soul framework. LVMH might be poised for recovery, driven by strong revenue growth. In a special segment, a listener's portfolio is reviewed live, with insights on core ETFs, the value of international holdings, and the role of small-cap investments. Debt recycling strategies also get a fresh look, providing valuable takeaways for listeners.

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INSIGHT

Banks Rebound Amid Cautious Executive Tone

Big US banks reported strong double-digit earnings growth driven by dealmaking and trading rebounds.
Executives warned about market exuberance despite the bumper quarter, signalling caution.

INSIGHT

5X Leveraged ETFs Signal Peak Speculation

New five-times leveraged single-stock ETFs have been filed, increasing speculative leverage availability.
Such products amplify gains and can fully wipe out capital on modest downturns.

INSIGHT

Luxury Recovery Looks Cyclical Not Structural

LVMH showed first positive revenue growth in quarters, prompting a 14% share jump.
The hosts view the weakness as cyclical and LVMH as a durable, long-term luxury play.

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Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.

That’s not all:

Is luxury powerhouse LVMH at the beginning of a bounce back?
Simon’s case against the classic “core and satellite” portfolio model and his newly designed replacement for it.
A listener’s solid portfolio, plus a Matt’s approach to debt recycling and small caps

Listen to: Mr Beat up on LVMH

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