About this episode
There’s a lot happening in the world right now, but we have one message: don’t panic sell! Bryce and Ren unpack why markets have historically held up through geopolitical shocks, reveal the first sale in the community portfolio, and break down what “emerging markets” actually means because for most investors, it’s probably not what they think.In this episode: 00:00 Iran, markets and why you shouldn’t panic sell6:14 Australian GDP: when good news is bad news7:59 Tim Wilson’s BBOZ disaster10:47 Community Portfolio update: first sale + where performance sits13:22 James pitches LinQ Minerals (LNQ)19:21 Emerging Markets 101: what they are and why they’re ripping34:55 How to invest in emerging markets without doubling upStocks & ETFs mentioned: Betashares Australian Equities Strong Bear Hedge Fund (ASX: BBOZ), Nanoveu (ASX: NVU), Global X Artificial Intelligence Infrastructure ETF (ASX: AIQ), LinQ Minerals (ASX: LNQ), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), iShares MSCI Emerging Markets ETF (ASX: IEM), Vanguard FTSE Emerging Markets Shares ETF (ASX: VGE), VanEck MSCI Multifactor Emerging Markets Equity ETF (ASX: EMKT), Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE), Betashares Emerging Markets Complex ETF (ASX: BEMG), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), SK Hynix (KRX: 000660), HDFC Bank (NSE: HDFCBANK), Reliance Industries (NSE: RELIANCE), MercadoLibre (NASDAQ: MELI), Nu Holdings (NYSE: NU), DLocal (NASDAQ: DLO).———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 PointsListen to the podcast (Apple |
