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Oct 2025
41m 19s

How Loftus Peak Keeps beating the Market...

Equity Mates Media
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Yesterday
Our Monthly Portfolio Update - May 2026
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios saw core holdings run hard, and both made some tough sell decisions. They dig into thesis cards, active management, thematic ETFs, ... Show More
33m 56s
May 28
Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across EVs, robotics and autonomous driving. Loftus Peak’s Anshu Sharma joins Bryce and Ren to unpack where disruption is accelerating, how ... Show More
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May 27
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in the race to dominate the global weight loss market. Plus, Bryce & Ren reveal their mission to land Warren Buffett on the podcast, an ... Show More
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