Latest / Equity Mates Investing Podcast
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained
The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.
In this episode:
0:00 Disclaimer + intro
0:52 The Vatican Bank launches Catholic equity indexes
4:28 US earnings season: equal-weight beating Big Tech
5:56 AI CapEx explodes + tariffs squeeze margins
8:17 Australia…
The skinny
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