The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram

Equity Mates Investing Podcast · Mar 4, 2026 · 33m

A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.

In this episode:

00:00 eBay stalking scandal: what happened

07:14 eBay fallout: pleas, severance, board governance

09:23 RAMageddon: what DRAM is and why AI is driving shortage

14:18 Winners: DRAM stocks ripping

17:28 Phones + broader electronics inflation pressures

20:49 Pimp My Portfolio: Maddison + Matt Ingram

21:15 Portfolio breakdown (index ETFs, thematics, stocks)

26:56 Core…