Episode Details

Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin.

In this episode:

00:00 Are Dating Apps Dead? Bumble's $1.3 Billion Sale

06:47 AI Data Centre Contagion & Rising Debt Risks

11:13 Is the AI Boom Repeating the Dot-Com Bubble?

13:28 Community Question: When Should You Buy, Hold or Sell?

17:33 Eli Lilly Deep Dive: GLP-1 Dominance, Competition & Valuation

27:47 Pimp My Portfolio with Owen Rask

31:36 Resources: How Much Exposure Is Too Much?

37:05 Simplicity Versus Complexity: Who will Outperform?

Stocks & ETFs Mentioned: Bumble (NASDAQ: BMBL), Match Group (NASDAQ: MTCH), Grindr (NYSE: GRND), Firmus, AirTrunk, CoreWeave (NASDAQ: CRWV), Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), CXMT, Anthropic, OpenAI, Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Merck & Co. (NYSE: MRK), Mounjaro, Ozempic, CagriSema, tirzepatide, retatrutide, Keytruda, Stellar Resources (ASX: SRZ), Interactive Brokers (NASDAQ: IBKR), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares NASDAQ 100 ETF (ASX: NDQ), iShares S&P 500 ETF (ASX: IVV), Betashares Geared Australian Shares Fund (ASX: G200), Global X Physical Gold ETF (ASX: GOLD), Betashares Australian Resources Sector ETF (ASX: QRE), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Betashares Energy Transition Metals ETF (ASX: XMET), BHP Group (ASX: BHP)

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