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Our Monthly Portfolio Update - May 2026
Season 11
Bryce and Alec open the books on their portfolios after a big month in markets. AI continues to drive returns across the US and Asia, both portfolios…
5 months ago
Humanoid Robots, Chinese EVs & AI: What Investors Still Get Wrong About Disruption
Season 11
AI is moving from chatbots to agents, batteries are getting cheaper and longer-lasting, and China is emerging as a serious innovation engine across E…
5 months ago
Enhanced Games disappoints, we're chasing Warren Buffett & our big Community Portfolio mistake
Season 11
The Enhanced Games promised superhuman performances, but the results told a different story. Meanwhile, Eli Lilly delivered another breakthrough in t…
5 months, 1 week ago
After the Budget: What Investors Should Do Next with Julie Bullen | Ask An Adviser
Season 11
The federal budget has sparked plenty of investor anxiety, from negative gearing changes to capital gains tax and trust structures, but according to …
5 months, 1 week ago
Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
Season 11
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space comp…
5 months, 1 week ago
Why private equity investors aren’t panicking about AI
Season 11
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equ…
5 months, 1 week ago
Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”
Season 11
Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matt…
5 months, 2 weeks ago
How AI improves the investing process with Arms Rosenberg
Season 11
AI is everywhere in markets, but is it actually changing how great investors pick stocks? Bryce and Alec sit down with Armina Rosenberg, co-founder a…
5 months, 2 weeks ago
CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair
Season 11
Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec …
5 months, 2 weeks ago
The $1.8 Trillion Space Opportunity with Hugh Lam
Season 11
The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weathe…
5 months, 2 weeks ago