<p>David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here.</p><br><p>So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.</p><br><p>That's not all we cover:</p><ul><li>America is cooked (and no, we're not talking about the election)</li><li>Robinhood is introducing prediction markets and betting to its investment platform</li><li>The New York Stock Exchange wants to move to 22 hour trading</li><li>We answer two listener questions on Emerging Market ETFs</li><li>And we compare the returns of index investing against active management in emerging markets</li></ul><p><br></p><p>Resources discussed</p><ul><li>David Einhorn's <a href="https://drive.google.com/file/d/1ky50N_3uqgtaqtHZtQE0MRZwirXKblyd/view" rel="noopener noreferrer" target="_blank">letter</a></li><li>Daniel Loeb's <a href="https://assets.thirdpointlimited.com/f/166217/x/d92bc7bb1e/third-point-q3-2024-investor-letter_tpil.pdf" rel="noopener noreferrer" target="_blank">letter</a></li></ul><p><br></p><p>—------</p><br><p>Want to get involved in the podcast? Record <a href="https://www.speakpipe.com/EquityMates" rel="noopener noreferrer" target="_blank">a voice note</a> or send us a message on <a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank">our website</a> and we'll play it on the podcast.</p><br><p>—------</p><br><p><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our daily news email</a> to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.</p><br><p>—------</p><br><p>Want more Equity Mates?</p><ul><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch Equity Mates <a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank">on YouTube</a></li><li>Pick up our books: <a href="https://www.amazon.com.au/Get-Started-Investing-easier-invest/dp/1760879924" rel="noopener noreferrer" target="_blank">Get Started Investing</a> and <a href="https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469" rel="noopener noreferrer" target="_blank">Don’t Stress, Just Invest</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

Equity Mates Investing Podcast

Equity Mates Media

America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs

OCT 30, 202433 MIN
Equity Mates Investing Podcast

America is cooked (not the election), Two experts with two very different portfolios & the pros and cons of emerging market ETFs

OCT 30, 202433 MIN

Description

<p>David Einhorn and Daniel Loeb are two of the best investors of their generation. In today’s episode we review their latest investors letters and see two very different views on where the stock market is at and where it will go from here.</p><br><p>So we take a look at their portfolios and see how they're investing based on their views of the market. Which portfolio do we prefer? That is what we debate in today's episode.</p><br><p>That's not all we cover:</p><ul><li>America is cooked (and no, we're not talking about the election)</li><li>Robinhood is introducing prediction markets and betting to its investment platform</li><li>The New York Stock Exchange wants to move to 22 hour trading</li><li>We answer two listener questions on Emerging Market ETFs</li><li>And we compare the returns of index investing against active management in emerging markets</li></ul><p><br></p><p>Resources discussed</p><ul><li>David Einhorn's <a href="https://drive.google.com/file/d/1ky50N_3uqgtaqtHZtQE0MRZwirXKblyd/view" rel="noopener noreferrer" target="_blank">letter</a></li><li>Daniel Loeb's <a href="https://assets.thirdpointlimited.com/f/166217/x/d92bc7bb1e/third-point-q3-2024-investor-letter_tpil.pdf" rel="noopener noreferrer" target="_blank">letter</a></li></ul><p><br></p><p>—------</p><br><p>Want to get involved in the podcast? Record <a href="https://www.speakpipe.com/EquityMates" rel="noopener noreferrer" target="_blank">a voice note</a> or send us a message on <a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank">our website</a> and we'll play it on the podcast.</p><br><p>—------</p><br><p><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our daily news email</a> to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.</p><br><p>—------</p><br><p>Want more Equity Mates?</p><ul><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch Equity Mates <a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank">on YouTube</a></li><li>Pick up our books: <a href="https://www.amazon.com.au/Get-Started-Investing-easier-invest/dp/1760879924" rel="noopener noreferrer" target="_blank">Get Started Investing</a> and <a href="https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469" rel="noopener noreferrer" target="_blank">Don’t Stress, Just Invest</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>