{"podcast":{"title":"Equity Mates Investing Podcast","slug":"equity-mates-investing-podcast-55637","podcast_index_feed_id":55637,"rss_url":"https://feeds.acast.com/public/shows/8c560a52-84ff-4b06-b819-f4e9bd6e85ef","website_url":"https://equitymates.com","image_url":"https://assets.pippa.io/shows/6113c4e58b49030d2716f6e0/1629932001241-b9a3641bf992fd152185547c28b9c9c3.jpeg","author":"Equity Mates Media","episode_count":1141,"summary":"Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637"},"episode":{"title":"Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive","slug":"crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive","published_at":"2026-04-15T19:05:00+00:00","page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive","show_page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637","url":"https://shows.acast.com/equity-mates/episodes/crisis-at-aston-martin-a-new-etf","audio_url":"https://sphinx.acast.com/p/acast/s/equity-mates/e/69df09f67a1e54f37de1b0dd/media.mp3","summary":"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…","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1756,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/crisis-at-aston-martin-a-new-etf-pitch-pimp-my-portfolio-with-luke-laretive.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}