Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram

Bitcoin is down bad, Ren’s portfolio shake-up & Pimp my Portfolio with Matt Ingram

39:13 Nov 19, 2025
About this episode
Bitcoin has slid into bear-market territory and we dig into the what's really driving the sell-off. Plus, we also look at a surprising shift in the US: obesity rates are finally dropping, driven by the explosive rise of GLP-1 drugs like Ozempic. What does it mean for stocks like Eli Lilly and Novo Nordisk?That’s not all in this episode:Ren rebuilds his core portfolioWe compare two ex-US ETFs that look similar but are wildly different under the hoodAnd Matt Ingram helps Josh refine his stock-heavy portfolioTo submit your portfolio for the show, head to equitymates.com/contact or equitymates.com/advice.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis Points·      Listen to the podcast (Apple | Spotify)·      Watch on YouTube·      Read the monthly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. 
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