End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers
4/22/202632 min
It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.
Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.
In this episode:
00:00 Intro & Episode Overview
01:54 GLP-1 Drugs Surprise Benefit
05:04 Tim Cook steps down as Apple CEO
10:57 Why Brad Jacobs and QXO have investors paying attention
15:52 Bryce's Portfolio Strategy Update
18:22 Community Q&A: GHHF, DHHF and geared ETF exposure
20:42 Community Q&A: Debt Recycling vs Borrowing to Invest
24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying
29:31 Final Thoughts & Wrap Up
Our Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3\_2WOfFd7vr6AsY6nX6jQ1xRBRBef
Stocks & ETFs mentioned:
Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)
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Transcript preview
First 90 secondsAlec Renehan· Host0:00
[gentle music] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697. Today's episode is brought to you by Vanta.
Bryce Leske· Host0:17
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Bryce Leske· Host0:54
Our listeners can claim a special offer of $1,000 off Vanta at vanta.com/equitymates.
Alec Renehan· Host1:01
This episode is brought to you by Viola Private Wealth.
Bryce Leske· Host1:04
Viola Private Wealth are specialists in portfolio management for individuals and families who have built meaningful wealth and are seeking expert hands to protect and grow their capital.
Alec Renehan· Host1:13
Viola manages over $2.5 billion for wealthy Australians, and is the go-to destination for guiding clients in asset allocation, security selection, and private market opportunities.
Bryce Leske· Host1:23
Their approach helps clients cut through the complexity of financial markets and make clear, well-structured decisions to grow their wealth.
Alec Renehan· Host1:29
Managing significant