Equity Mates Investing Podcast Nvidia steals the show, Pimp my Portfolio & when will SpaceX IPO?
19 snips
Jul 13, 2025 Matt Ingram, an advisor from North Haven Financial Management, joins to discuss NVIDIA's impressive rise to a $4 trillion market cap and what it means for investors. They dive into the complexities of the U.S.-China trade turmoil and its impact on Australia. In the 'Pimp my Portfolio' segment, Ingram offers valuable insights into ETF strategies and diversification. The conversation also explores SpaceX's dominance in satellite technology and its implications for global connectivity, highlighting its intriguing potential IPO.
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Limited Impact of US Copper Tariffs
- Australia's copper exports to the US are only a small fraction of total exports, less than 1%.
- So US tariffs on copper won't significantly impact the Australian market.
CSL's Position Amid US Pharma Tariffs
- CSL dominates Australia's pharmaceutical exports to the US, making up over 40%.
- US tariff threats mainly target non-allied companies, so CSL's US employment and manufacturing investments may help avoid tariffs.
Australia's Trade Tightrope Between US and China
- China warns it will retaliate against countries that cut side deals with the US if tariffs are reinstated.
- Australia faces difficult diplomacy balancing relations amid escalating trade tensions between the US and China.