Our Monthly Portfolio Update - September 2026

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-04

Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on and what they’re eyeing off. Plus, Waymo’s staggering lead in autonomous driving and the latest sign America has blurred the line between investing & sports gambling. In this episode: 00:00 What happened in markets this month 03:20 How global markets performed this month 04:25 Bryce’...