Monday
An alternative investment thesis for AI
In this episode of Equity Mates – we’re looking at AI – and explore an alternative thesis. Cause while it’s easy to focus on big names like Google and Microsoft, there are alternate pathways to consider. One approach involves the ‘picks and shovels’ method—companies like NVIDIA that provide the tools for AI development.
Are we witnessing the death of the password?
We look forward to a password-less future.” Those were the world’s of Apple’s VP of Internet Technologies, Darin Adler, at Apple’s Worldwide Developer Conference in June. Apple isn’t the only company planning for a password-less future. In fact, as far back as 2004, Bill Gates envisioned the death of the password. Yet, almost 20 years later, the password remains undefeated in internet security.
Tuesday
Automated Investing: Why it works
Our episode today is inspired by James from the UK. He wrote and asked:
Why you wouldn’t just invest in an S&P 500 index fund?
We love *Barbie* but is it a good investment?
Investing can feel over complicated and the thought of research can be a drain. We think that one of the best places to start is with the companies we interact with on a daily basis. Who knew that the companies we know and love can actually have a compelling investment thesis!
Wednesday
Lights, Camera, Action – STRIKE! What’s going on in Hollywood?
Bad news everyone – we might need to go outside! In a world where most of us are spending some part of our day glued to a screen… our constant stream of content might be slowing down.
88 – Ripple Wins Lawsuit! Celsius Founder Arrested as Crypto Goes Mainstream
In this episode of Crypto Curious, we discuss the hottest stories in the world of cryptocurrency, including:
- The recent XRP court case outcome, in which Ripple Labs was found not to have violated securities laws.
- The arrest of Celsius founder Alex Mashinsky on charges of fraud.
- A survey revealing that the mainstream awareness of cryptocurrencies is on the rise.
Thursday
Expert: James Reynolds – Searching for non-technology businesses in overlooked markets
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland.
Friday
Expert: Daniela Jaramillo – Avoiding greenwashing as investors | Fidelity
The past few years has seen an explosion of interest in ESG and sustainable investing. As a result, more and more fund managers are making sustainable claims. And while we love to see, it also does raise the issue of greenwashing. How are we as everyday investors meant to assess the claims being made by companies and fund managers and decide whether they are living up to their environmental claims.
Under the Hood: Building a strong core with A200 | Betashares
In today’s stock market, nearly every asset class, commodity, and global market is accessible through ETF’s. So, the question becomes, how do you choose? In Under the Hood we are looking at some of Australia’s favourite ETF’s and building the skills to analyse them ourselves.
The numbers behind the Women’s World Cup ⚽
You can’t have missed it – the Women’s World Cup has come to town! And the big conversation in the lead up to this world cup has been around prize money… cause FIFA offers women one-quarter as much money as the men. The 2023 World Cup has a total prize pool of $110m, compared to $440m for the men’s World Cup last year.