End of an era at Apple, the GLP-1 surprise & top holdings of global fund managers

It’s the end of an era at Apple, with Tim Cook stepping down after a remarkable run that turned the company into a multi-trillion-dollar giant. Bryce and Alec unpack what Cook leaves behind, whether Apple’s AI future is being underappreciated, and why serial founder Brad Jacobs has investors backing him again with QXO.Plus, they open up the portfolio playbook to answer community questions on geared ETFs and debt recycling, before diving into the top holdings of 13 Australian global fund managers to see where the smart money is clustering.In this episode: 00:00 Intro & Episode Overview01:54 GLP-1 Drugs Surprise Benefit05:04 Tim Cook steps down as Apple CEO10:57 Why Brad Jacobs and QXO have investors paying attention15:52 Bryce's Portfolio Strategy Update18:22 Community Q&A: GHHF, DHHF and geared ETF exposure20:42 Community Q&A: Debt Recycling vs Borrowing to Invest24:42 Cheat Sheet: What 13 Top Global Fund Managers are Buying29:31 Final Thoughts & Wrap UpOur Portfolio Update Playlist - https://www.youtube.com/playlist?list=PLIOp3_2WOfFd7vr6AsY6nX6jQ1xRBRBefStocks & ETFs mentioned:Apple (NASDAQ: AAPL), Eli Lilly (NYSE: LLY),QXO (NYSE: QXO), TopBuild (NYSE: BLD), GHHF (ASX: GHHF), DHHF (ASX: DHHF), GGUS (ASX: GGUS), G200, Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Visa (NYSE: V), Mastercard (NYSE: MA)———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———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.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.