Dating Apps Are Dying, Is Eli Lilly Still a Buy & Pimp My Portfolio with Owen Rask

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. 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? 13:28 Community Question: When Should You Buy, Hold or Sell? 17:33 Eli Lilly Deep Dive: GLP-1 Dominance, Competition & Valuation 27:47 Pimp My Portfolio with Owen Rask 31:36 Resources: How Much Exposure Is Too Much? 37:05 Simplicity Versus Complexity: Who Will Outperform? Stocks & ETFs Mentioned: Bumble (NASDAQ: BMBL), Match Group (NASDAQ: MTCH), Grindr (NYSE: GRND), Firmus, AirTrunk, CoreWeave (NASDAQ: CRWV), Nebius Group (NASDAQ: NBIS), IREN (NASDAQ: IREN), CXMT, Anthropic, OpenAI, Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Pfizer (NYSE: PFE), Merck & Co. (NYSE: MRK), Mounjaro, Ozempic, CagriSema, tirzepatide, retatrutide, Keytruda, Stellar Resources (ASX: SRZ), Interactive Brokers (NASDAQ: IBKR), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares NASDAQ 100 ETF (ASX: NDQ), iShares S&P 500 ETF (ASX: IVV), Betashares Geared Australian Shares Fund (ASX: G200), Global X Physical Gold ETF (ASX: GOLD), Betashares Australian Resources Sector ETF (ASX: QRE), Global X Copper Miners ETF (ASX: WIRE), Betashares Gold Bullion ETF (ASX: QAU), Betashares Energy Transition Metals ETF (ASX: XMET), BHP Group (ASX: BHP) ——— Rich Girl Summer is just around the corner and to get you prepared, Equity Mates & Betashares are teaming up for an investing event designed to help women feel more confident with their money. Whether you're just starting your investing journey or looking to take it to the next level, bring a friend (or a few!) and join us for an evening of great conversations, cocktails, canapés and good company. Because investing is better when you're learning together Sydney | 12th November Tickets are limited, so make sure you secure your spots here https://www.eventbrite.com.au/e/rich-... ——— ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://tinyurl.com/4zjkm3pt) • Download our free Basics of ETF handbook (https://tinyurl.com/7k2z7ebx) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Research reports from Good Research (https://goodresearch.com.au/ref/equit...) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...) ——— Want to get involved? • Join our daily mailing list to stay up to date on all things in business and markets (https://tinyurl.com/2saau2ky) • If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) • Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) • Join the conversation in the Facebook Discussion Group   / equitymates   • Looking for professional financial advice? https://equitymates.com/advice/ • Check out our 2 bestselling books: https://equitymates.com/books/ ——— Follow us on: Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.