Latest / Equity Mates Investing Podcast
Data centre resistance grows, CSL is (sort of) back & a stock picker joins Pimp my Portfolio
Data centres are swallowing an ever-bigger share of the world’s electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal’s 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run.
00:00 Data centres face a growing backlash
01:32 FinFest is 10 weeks away
04:17 Data…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.