What podcasts say about Alec Renehan
Every statement, with the speaker, the exact quote and the moment it was said.
What Alec Renehan has said on podcasts
107 statements · 61 positive · 34 negative · 5 mixed · 7 neutral
Starship commercialization could increase SpaceX’s valuation from $2 trillion to $10 trillion.
“this is the beginning of turning, as you said, SpaceX from a $2 trillion to a $10 trillion.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 8:54
Mackenzie should first consolidate ETFs and establish a stronger portfolio core.
“Focus on getting that core right and consolidating some of those ETFs there.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 25:53
Moderna’s stock rose more than 200% after its skin-cancer trial announcement.
“The stock from that announcement is up over 200%.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 29:58
CRISPR Therapeutics is interesting long term but unattractive for 2026.
“Long term, very interesting. Short term, 2026, not interested.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 31:35
Grab is not currently a buy and has trended downward over twelve months.
“it's not a buy for me personally at the moment. Downward trend for the last 12 months.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 32:00
Codan best fits the portfolio’s goal of outperforming through 2026.
“Of all of the companies we've gone through, it sort of fits the bill of getting to the end of 2026 the best.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 35:14
The hosts decided to add Codan to the community portfolio.
“All right, well, let's do it.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 35:32
The community portfolio will retain Bitcoin with a stop-loss order.
“Let's keep Bitcoin, but we have our, um, we have our stop loss on that.”
Open the episode · RBA raises rates again, Pimp my Portfolio with Henry Jennings & we review the community portfolioListen at 35:44
The US 10-year Treasury yield drives asset values across asset classes.
“this yield drives asset values across all asset classes.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 11:17
FHSS lets Australians save home deposits in super while receiving superannuation tax benefits.
“it allows you to save for a home deposit inside your superannuation, which allows you to get the tax benefit that superannuation offers.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 14:20
- on First Home Super Saver Scheme contribution limitsNeutralSep 27, 2026· Equity Mates Investing Podcast
FHSS permits $15,000 annual and $50,000 total voluntary contributions.
“you can contribute up to $15,000 in voluntary contributions per financial year to a maximum of $50,000 over your total period”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 14:28
Super funds generally cannot split balances into separate FHSS and retirement buckets.
“Generally can't be done.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 15:12
Long-term investment suitability should be the priority for superannuation.
“the priority is getting your super in the right investments for the long term.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 18:04
Gearing in superannuation can make substantial sense for long-term investors.
“gearing in superannuation does make a lot of sense.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 25:26
A strong US dollar harms emerging markets.
“Whenever there's a strong USD, emerging markets do suffer”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 32:19
Rising interest rates negatively affect growth stocks.
“growth stocks hate a rising environment, rate-rising environment.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 32:46
Rising rates and living costs reduce consumer spending.
“all of these consumer, I guess, spending is impacted by rising rate environments and cost of living.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 32:58
WeChat has 1.44 billion monthly active users.
“WeChat has 1.44 billion monthly active users.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 37:02
Tencent revenue and major business segments grew in the reported quarter.
“its revenue rose 11%. Its domestic games business was up 17%. Its advertising was up 22%. And its fintech and business services were up 9%.”
Open the episode · OpenAI's Medicare hack, First Home Super Saver Scheme explained & the Super App selloffListen at 37:41
Canva’s valuation was cut by roughly $10 billion, or 20%.
“They cut their valuation by roughly $10 billion, which is a 20% markdown.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 9:52
Stock markets have historically outpaced inflation.
“historically The stock market has beaten inflation.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 21:48
Uber outperforms Grab on most operating and valuation metrics.
“Uber's beating it on almost all metrics, revenue, revenue growth, monthly users, monthly user growth, profit, profit, free cash flow, it's cheaper.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 41:05
Average housing debt exceeds $230,000 for Australian homeowners aged 55–64.
“The average housing debt for that cohort now exceeds $230,000.”
Open the episode · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen RaskListen at 15:44
Relying only on a house and age pension is an inadequate retirement plan.
“It is false.”
Open the episode · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen RaskListen at 23:07
AI companies’ continued competition might produce worse outcomes for everyone.
“they choose to keep competing even though it might lead to a worse outcome for them and for everyone.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 8:56
Easing tensions and restored supply could return oil prices to the $80s quickly.
“we get oil back in the $80s by, you know, the weekend.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 14:19
Woolworths grows roughly at GDP rates, while BHP posts meaningful growth.
“Woolworths is lucky to eke out GDP growth. If you're lucky. Yeah. Whereas BHP is putting up meaningful growth numbers.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 20:40
Alec would consider buying selected Australian growth stocks after meaningful sell-offs.
“if they meaningfully sell off, it's things that I'll definitely be looking at.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 22:26
HUB24 and Netwealth consistently report exceptionally strong quarterly inflows.
“HUB24 and Netwealth, the 2 biggest wealth platforms, they are just the Every quarter they report inflows and every quarter the inflows are stupid.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 22:47
TechnologyOne’s average customer recurring revenue rose from $100,000 to $491,000.
“Average customer annual recurring revenue has gone from around $100,000 in FY12 to $491,000 today.”
Open the episode · AI panic, finding growth in Australia & who gets your Super when you die?Listen at 23:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.