Brace for Rate Rises, Pimp My Portfolio with Matt Ingram and Which Defence ETF is Best?

Описание: Bryce and Ren unpack why a stronger jobs report has markets pricing a higher chance of an RBA rate rise in February, before diving into what’s actually been agreed in the long-awaited TikTok US deal (and why the algorithm is the real story).

Plus, a wholesome Pimp My Portfolio with Matt Ingram from Northhaven Financial Management. Dad Heath submits his daughter Coco’s portfolio, and shares how he makes investing relatable to his kids.

Finally, they go under the hood on three ASX-listed defence ETFs exploring what they hold, how they differ, and what you’re really buying.

00:00 Intro
01:28 News and Markets: Rate Rise Fears Return
04:59 TikTok US Sale Explained
07:57 Pimp My Portfolio: Heath & CoCo with Matt Ingram
10:38 Matt's Portfolio Review
14:14 Global Diversification Strategy
17:11 Kids Learning From Investing
19:44 Defence ETFs Explained: ARMR vs DFND vs DTEC
25:48 Comparing ETF Performance, Fees and Top Holdings
28:26 US vs Global Exposure
28:57 DTEC Deep Dive
30:45 Defence ETF Takeaways: How to Choose Between Them?
33:42 Wrap Up

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