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Mar 2021
24m 48s

CEO Series: Brian Ward - CEO Aroa

Equity Mates Media
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Yesterday
Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?
Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Ta ... Show More
28m 43s
Aug 20
Not all income is created equal with Helen Mason | Schroders
Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline ... Show More
43m 2s
Aug 19
Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the lat ... Show More
40m 48s
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