Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young.
In this episode:
00:00 Episode Preview & Intro
01:46 Iran War Market Impact
04:44 Aston Martin Crisis Explained
08:10 Luxury Brands: Winners vs Losers
09:10 Community Portfolio
09:42 Portfolio Performance Update
11:59 Josh’s Investing Story & Pitch
13:28 EV ETF Pitch (DRIV)
13:56 EV Demand Data
16:21 Risks of the EV Boom
18:29 Pimp My Portfolio with Luke Laretive
19:13 Lachie's Portfolio Breakdown
21:02 Luke's First Impressions
22:01 Infratil (IFT) Deep Dive
24:24 Other Stock Picks Critiqued
26:15 ETF Fees and Overlap Discussed
27:20 Final Thoughts & Wrap Up
Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)
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