Latest / Equity Mates Investing Podcast
End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.
Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.
In this episode:
00:00 Intro & Episode Overview
01:54…
The skinny
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