Latest / Equity Mates Investing Podcast
Money can’t fix a population crisis, a robot just beat Usain Bolt & an introduction to factor investing
Fertility rates are collapsing around the world, China’s robotics boom is sending tech valuations into the stratosphere, and some of the market’s most beaten-up stocks are staging serious comebacks. Bryce & Ren unpack what changing demographics could mean for investors, and finish with a deep dive into factor investing, including whether QOZ’s recent outperformance makes it a better bet than A200.
00:00 The global baby bust
07:31 Beaten-up stocks making a comeback
12:03 China’s tech bubble & wild IPO valuations
17:35 China’s humanoid robotics boom
23:00 Community question: QOZ vs A200
24:22…
The skinny
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