Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened.

Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!

From entertainment giant's TKO Group and Live Nation to Morimatsu, builders of modular factories in Japan, we each build our own four-stock portfolio…and defend our picks.

Meet some of the Sohn Hearts and Minds 2025 stock pickers right here on Equity Mates:

Listen to Eric Wong here
& Beeneet Kothari here

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Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

· Listen to the podcast (Apple | Spotify)

· Watch on YouTube

· Read the monthly email

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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156: Dan Fleyshman | The Best Networking Activity