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Equity Mates Investing Podcast

Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show

Season 10, Ep. 7

Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure.


That's not all we chat about in another big episode of Equity Mates:

  • Answer a question on investing in cyclical stocks
  • Explain the biggest risk when analysing cyclical stocks
  • Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing


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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. 


Equity Mates Media operates under Australian Financial Services Licence 540697.

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