What podcasts say about Ren
Every statement, with the speaker, the exact quote and the moment it was said.
What Ren has said on podcasts
37 statements · 18 positive · 17 negative · 2 mixed
The housing policy is intended to lower prices gradually and remove investors.
“you would say, I want to see a gradual decline in house prices to improve affordability and I want to see investors leave the market.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 4:52
Natural diamond prices have fallen 70% since 2011.
“the price of diamonds of real natural diamonds down 70 since 2011”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 8:15
Lab-grown diamond prices have fallen 83% since 2020.
“lab-grown diamonds keep getting cheaper. They're down 83% since 2020.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 8:56
AI’s historical training limits its ability to anticipate investment-relevant change.
“AI is trained on everything that has happened. And like building an investment thesis and investing generally is thinking about what is to come.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 19:23
Investors should not rely heavily on AI because it summarizes current conditions rather than future prospects.
“I would caution investors against relying too much on AI because it'll give you a really good summary of the company as it is now, but we invest. For the future.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 26:24
Hims & Hers nearly increased revenue tenfold over five years.
“Revenue growth over the past five years. 83%, 94%, 66%, 69%, 59%. It's nearly 10x its revenue in that time from $270 million to $2.3 billion.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 27:22
Pro Medicus’s investment thesis depends on continued operating leverage alongside 30% revenue growth.
“revenue is growing at 30 year on year but the thesis is driven by operating leverage”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 29:53
If AI could pick stocks effectively, investment opportunities would be arbitraged away.
“if AI was good enough to pick your stocks and do your research for you, then any opportunity would be arbitraged away.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 31:06
- on Individual-stock investing versus index investingMixedAug 16, 2026· Equity Mates Investing Podcast
Individual-stock rewards require work, while index investing is sufficient for many investors.
“the opportunity in investing in individual stocks is like reward is there for those who do the work knowing that it's incredibly hard to beat the index and the index is enough.”
Open the episode · Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewedListen at 31:14
Ren believed the cybersecurity and software sell-off was nearing a bottom.
“It kind of felt like the bottom was forming.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 5:23
Ren expected the software sell-off to end and AI not to disrupt the selected companies.
“figured Saspocalypse was over, AI wasn't going to come and disrupt these companies, so let's double down on that trade.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 5:57
Ren’s Life360 position gained 6% after purchase.
“The good news is since I bought Life360, I'm up 6%.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 6:04
Ren’s Asian Technology Tigers ETF gained 30% year to date.
“I'm up 30% so far this year on that.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 6:30
Ren’s DRGN Chinese technology ETF gained approximately 7%.
“Then I've got Dragon, DRGN, similar theme, Chinese tech. I'm up about 7% on that.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 6:33
Ren’s 4DX Medical position was currently down 9%.
“4dx medical I was down i think i was down about 20 on that As we speak today, I'm down 9% on that.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 7:05
Ren bought 4DX Medical near the peak of its first-half momentum.
“4DX was like the big momentum play for the first half of the year on the ASX. And I bought it right as the momentum peaked.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 7:23
Each participant invested about $12,500 in DHHF, returning approximately $1,000.
“we've each invested about $12,500 of our balance in DHHF, and it's returned about $1,000 so far.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 13:59
Cam and Ren had not outperformed their DHHF core allocations.
“Cam, you and I... have not beaten our core so far.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 14:19
Bryce and Ally were outperforming their DHHF core allocations.
“you two are beating your core.”
Open the episode · 4 investors, $100,000: Who’s winning 6 months in? | Portfolio ChallengeListen at 14:26
Housing prices should fall further for affordability to improve
“if we actually want housing affordability to be a thing, we should expect further falls”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 0:18
The Philadelphia Semiconductor Index entered a technical bear market
“the socks fell more than 20%, fell into a technical bear market”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 5:19
Starlink will become one of the best businesses of the hosts’ lifetime
“Starlink is going to be one of the best businesses of our lifetime.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 6:42
SpaceX’s trading valuation was economically unjustified
“the economics of what it was trading at didn't make sense”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 6:45
Oracle is the clearest warning sign of AI-market jitters
“the biggest canary in the coal mine of AI jitters, shall we call it, is Oracle”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 7:36
AI model intelligence continues developing rapidly without slowing
“The pace of intelligence development continues unabated.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 13:43
SpaceX investors want the company to become profitable
“What you want to see if you're a SpaceX investor is the company get to profitability.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 19:42
SpaceX shares sold off because of increased AI spending
“SpaceX sold off after its results. The reason was the AI spending.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 20:15
Mercado Libre achieved at least 30% revenue growth for its thirtieth consecutive quarter
“It had its 30th consecutive quarter of 30% or more revenue growth.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 22:38
Palantir second-quarter revenue increased 93% year over year
“Palantir, second quarter revenue is up 93% year on year.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 22:55
AMD reported record revenue of $11.5 billion, up 50% year over year
“AMD reported record revenue $11.5 billion, up 50% year on year.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 23:40
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.