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Equity Mates Investing Podcast
Dating apps are dying, is Eli Lilly still a buy & Pimp My Portfolio with Owen Rask
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Bumble has been sold for a fraction of its former value & AI data centre stocks are getting smashed, Bryce & Ren unpack the changing fortunes of dating apps, the debt risks lurking behind AI infrastructure, and what history's dot-com bubble can teach us. Plus, a listener from Belgium asks the ultimate investing question: when should you buy, hold or sell a stock like Eli Lilly? And, Owen Rask joins Pimp My Portfolio again, where a simple geared ETF goes head-to-head with a portfolio of tech, resources, gold & Bitcoin. In this episode: 00:00 Are Dating Apps Dead? Bumble's $1.3 Billion Sale 06:47 AI Data Centre Contagion & Rising Debt Risks 11:13 Is the AI Boom Repeating the Dot-Com Bubble?…