Скачать или смотреть Pope-Approved Stocks, a Pitch for the Community Portfolio & Currency Hedging Explained

The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.

00:00 Episode Overview
00:41 Vatican Bank Launches Catholic Indexes
02:07 Surprising Top Holdings
04:33 US Earnings Season: What’s Beating Big Tech?
06:01 AI CapEx Spending Accelerates
06:38 Tariffs Squeeze Margins
07:33 Two-Speed US Consumer
08:26 Australian Reporting Season Highlights: CSL, CBA, MQG
10:23 Community Portfolio: PlaySide Studios
18:51 Community Question: Currency Hedging Explained
22:11 Currency Risk & Why Hedging Matters
26:31 When Hedging Makes Sense
28:07 Hedged vs Unhedged ETF Performance
29:04 Hedged vs Unhedged ETF Fees
29:46 Community Question Community Callout

Stocks & ETFs mentioned: Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Ford (NYSE:F), Caterpillar (NYSE:CAT), Newell Brands (NASDAQ:NWL), Harley-Davidson (NYSE:HOG), Ralph Lauren (NYSE:RL), LVMH (EPA:MC), Dollar General (NYSE:DG), Target (NYSE:TGT), Walmart (NYSE:WMT), Kroger (NYSE:KR), CSL (ASX:CSL), Commonwealth Bank (ASX:CBA), Macquarie Group (ASX:MQG), Xero (ASX:XRO), Playside Studios (ASX:PLY), iShares Core S&P 500 ETF (ASX:IVV), iShares S&P 500 AUD Hedged ETF (ASX:IHVV), Betashares NASDAQ 100 ETF (ASX:NDQ), Betashares NASDAQ 100 Currency Hedged ETF (ASX:HNDQ)

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