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We're back: 4 big investing themes & our Stocks of the Year
Description
Equity Mates is back in the studio for 2026 and Bryce and Ren are kicking off the year with the big investing themes they’re watching, plus the annual Stock of the Year showdown (and yes, Bryce is coming in hot again).
They unpack: the future of health, the rise of “luxury feelings” over luxury goods, whether China takes the lead in tech AND culture, and why 2026 could be a stock picker’s market full of turnarounds.
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In this episode:
03:57 How to win $500 with the Equity Mates Annual Survey
05:16 2025 Stock of the Year recap
10:33 Theme #1: Commodities are ripping (and why it matters)
11:31 Bryce’s themes: Future of Health + “Luxury feelings”
18:32 Ren’s themes: China takes the lead? + 2026 turnarounds
25:20 Stock of the Year 2026: TransMedics vs Xero
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