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Dec 2018
23m 49s

Book Club: Little Book That Still Beats ...

Equity Mates Media
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Yesterday
Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeti ... Show More
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Oct 5
Steve Johnson: What the market is missing about the AI boom
AI may be transformational, but does that make AI stocks good investments?Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long- ... Show More
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Oct 4
Our Monthly Portfolio Update - September 2026
Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on a ... Show More
32m 51s
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