Monday
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis – a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well – exceptional management & a sustainable competitive advantage.
From $330,000 to $10: Lab-grown meat is coming to a plate near you
Over the past decade, the biggest agricultural revolution since the domestication of livestock has been taking place.
Cultured meat. Cultivated meat. Lab-grown meat. Cell-based meat. No kill meat. Whatever you call it, what started as Dutch researcher Mark Post’s effort to prove you could produce meat without killing animals – has since exploded into one of the hottest trends in agriculture.
Tuesday
Should I invest more inside OR outside of my super?
As you plan for retirement, one question that is likely to come up is whether you should contribute more to your superannuation or invest outside. The answer to this question is not straightforward! Of course, like all investing, it depends on various factors, including your retirement goals, income level, and tax implications. We explore the arguments for both options to help you make an informed decision.
The first dissolvable make up wipe: Conserving Beauty with Natassia Nicolao
Building a successful business requires hard work and dedication, but the returns can be far greater than traditional investments like the stock market. It’s 20 years of work for an overnight success. As more of us are looking to add ‘entrepreneur’ to our resumes, we wanted to talk to some women who’ve dreamed and made successful businesses. As fellow hustlers, we want to learn from the challenges they faced and the lessons they have taken away.
Wednesday
10 industries that are experimenting with ChatGPT
By now, you’d’ve heard of ChatGPT. And after playing with it for a couple of minutes – had that moment of existential dread as you think – how long until this technology takes my job? Don’t worry, ChatGPT is still often getting things wrong.
70 – Does the Banking Collapse effect Bitcoin? Ethereum Staking Update & All the Crypto News Bites!
In this weeks episode Trace, Blake and Craig have a lot to unpack as the US Banking system faces its biggest challenge since the 2008 collapse. This impacts the crypto world in numerous different ways and the Crypto Curious team lay this out as they explain the developments from the past 7 days.
Three US banks go bust. Ruh-roh.
Rate hikes promised to break something, and last week, that something was three sizeable US banks. Is the worst yet to come? The number of used cars for sale is finally picking up, while Lendlease has decided it wants to build apartments AND rent them out. All this and more on this week’s Comedian v Economist.
Thursday
My High Conviction Stock: Nathan Bell – Floor & Decor (NYSE: FND) + Mastercard (NYSE: MA)
Investors in Australia tend to be underweight in global shares, as it can be challenging to find and research the right international companies without dedicating significant time and expenses. In this episode, Nathan Bell of Intelligent Investor joins us to discuss the concept behind The Intelligent Investor Select Value (ASX: IISV) fund, an actively managed ETF that focuses on approximately 20 global industry champions and market leaders.
Friday
Market Update: Peaking rates & weaker growth. Is this stagflation?
As the Australian reporting season draws to a close, it’s time to discuss portfolio positioning for 2023. In this episode, Felicity and Candice delve into the sectors we’re favouring and those we’re underweighting in the Australian market. We’ll also explore the transition from stagflation to disinflation and offer some predictions and investment ideas for the upcoming year.
Apple’s top secret healthcare startup has been revealed
Apple has been secretly working on a revolutionary healthcare project for years. One they started when Steve Jobs was still CEO.
Here’s a clue about what it involves… Did you know 11.5% of global health expenditure is spent on diabetes? That’s USD$966 billion! Roughly 1 in 10 Americans are diabetic – in Australia, it is roughly 1 in 20.