Our Monthly Portfolio Update - September 2026
Summary
Equity Mates hosts Bryce and Ren discuss their monthly portfolio updates, highlighting market volatility driven by AI safety concerns, rising interest rates, and geopolitical tensions. They analyze specific holdings, including adding to Alphabet and Intuitive Surgical, selling QXO, and holding Axon despite recent volatility. The episode also covers a potential buy in Hub24 and explores the emerging trend of sports-team-based ETFs in the US.
Topics discussed
Cold open: Sports betting ETFs and Alphabet dominance
Welcome, hat merch, and FinFest promotion
Market news: AI risks, rate hikes, and oil prices
Global market performance summary
Bryce's portfolio update: Core and satellite performance
Ren's portfolio update: Emerging market drag
Deep dive: Intuitive Surgical earnings and valuation
Alphabet and Waymo: Self-driving car stats
Sports team ETFs: League Shares SEC filing
ShareSite sponsor segment
Ren's Sell: QXO and Brad Jacobs roll-up strategy
Ren's Hold: Axon volatility and business fundamentals
Ren's Buy: Hub24 and Netwealth platform analysis
Closing remarks, newsletter promo, and disclaimers
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