Equity Mates Investing Podcast · Equity Mates Media

The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps

·34 min·3 clips
When you want to gear a portfolio because you're looking at historical returns, that's generally not a good time to do that.
This episode analyzes the pharmaceutical battle between Novo Nordisk and Eli Lilly in the GLP-1 weight loss drug market, reviews a community member's investment portfolio with expert Luke Laretive, and reveals the most commonly held stocks among 33 Australian small-cap fund managers. The hosts discuss surprising adoption statistics, head-to-head trial results, and provide practical investing advice on portfolio construction.

As heard by us

A practical gearing conversation that treats leverage as a portfolio choice, not a shortcut.

Luke Laretive is asked a practical question: when gearing makes sense in a portfolio. The discussion moves from private-market access and leverage ETFs to a simple framework for thinking about shares, defensive assets, and the split between developed and emerging markets.

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Why you'd press play

If you're eyeing leverage ETFs, this is the conversation to hear.

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