Brace for Rate Rises, Pimp My Portfolio with Matt Ingram and Which Defence ETF is Best? скачать в хорошем качестве

Brace for Rate Rises, Pimp My Portfolio with Matt Ingram and Which Defence ETF is Best?

Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story). Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven Financial Management. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids. Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying. 00:00 Intro 01:28 News and Markets: Rate Rise Fears Return 04:59 TikTok US Sale Explained 07:57 Pimp My Portfolio: Heath & CoCo with Matt Ingram 10:38 Matt's Portfolio Review 14:14 Global Diversification Strategy 17:11 Kids Learning From Investing 19:44 Defence ETFs Explained: ARMR vs DFND vs DTEC 25:48 Comparing ETF Performance, Fees and Top Holdings 28:26 US vs Global Exposure 28:57 DTEC Deep Dive 30:45 Defence ETF Takeaways: How to Choose Between Them? 33:42 Wrap Up ——— Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-St...) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc...) • Research reports from Good Research (https://goodresearch.com.au/ref/equit...) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...) ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) Join the conversation in the Facebook Discussion Group   / equitymates   Looking for professional financial advice? https://equitymates.com/advice/ Check out our 2 bestselling books: https://equitymates.com/books/ Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— 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.