# Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-04-15T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/crisis-at-aston-martin-a-new-etf
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/69df09f67a1e54f37de1b0dd/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive
Duration seconds: 1756

## Resource

Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young. In this episode: 00:00 Episode Preview & Intro 01:46 Iran War Market Impact 04:44 Aston Martin Crisis Explained 08:10 Luxury Brands: Winners vs Losers 09:10 Community Portfolio 09:42 Portfolio Performance Update 11:59 Josh’s Investing Story & Pitch 13:28 EV ETF Pitch (DRIV) 13:56 EV Demand Data 16:21 Risks of the EV Boom 18:29 Pimp My Portfolio with Luke Laretive 19:13 Lachie's Portfolio Breakdown 21:02 Luke's First Impressions 22:01 Infratil (IFT) Deep Dive 24:24 Other Stock Picks Critiqued 26:15 ETF Fees and Overlap Discussed 27:20 Final Thoughts & Wrap Up Stocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI) ——— Want to get involved in the podcast? Record a  voice note  or  send us a message And come and join the conversation in the Equity Mates  Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –  we’ve got you covered . Keep up with the news moving markets with our  daily newsletter  and pod…

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## Transcript

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