About this episode
Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.In this episode:01:57 RBA talk: jobs surprise, rate rise odds jump03:36 AUD hits 16-month high05:22 TikTok US deal: sold… sort of08:21 Heath & Coco’s portfolio review (with Matt Ingram)17:10 Defence ETFs explained: ARMR vs DFND vs DTEC24:31 Fees, performance & top holdings under the hood28:46 Takeaways: how to choose between themWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———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)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with
