RV
René van der Velde
PersonHeard in 16 episodes across 1 show since Aug 2026
René van der Velde was a guest on the Equity Mates Investing Podcast.
Episodes
16
across 1 show
First heard
Aug 2026
Guest appearances
16
Episodes per month
Public PodLume episodes featuring it, over the last year.
9
6
1
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 9 |
| Sep 2026 | 6 |
| Oct 2026 | 1 |
What René van der Velde has said on podcasts
31 statements
Healthcare companies have strong competitive moats.
“I love the healthcare space. I think these guys have such a strong moat.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 0:09
Major equity indexes and gold fell, while Bitcoin rose, during the month.
“the ASX 200 was down 4% for the month, S&P 500 flat, down 0.02%. The FTSE 100 over in London down 1.5% and the Stoxx 600 down 2%. The Hang Seng down 4%. The CSI 300 down 6%. The Nikkei 225 down 1.3%. Bitcoin though up 7.6%. Gold was down 5.8%.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 3:29
René remains confident in his TransMedics investment thesis and is holding.
“TransMedics is still down, down 35%, but I'm still confident in my thesis there. So holding.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 6:36
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.
Episodes
16 episodes featuring René van der Velde, newest first
- Oct 4, 2026
Portfolio losses test conviction in Axon, QXO and Hub24Equity Mates Investing PodcastOct 4, 2026Guest - Sep 23, 2026
Australia’s slower future tests retirement assumptions and growth betsEquity Mates Investing PodcastSep 23, 2026Guest - Sep 9, 2026
Tesla’s robotaxi bet meets a tougher global raceEquity Mates Investing PodcastSep 9, 2026Guest - Sep 7, 2026
A financial adviser challenges Australia’s favourite investing shortcutsEquity Mates Investing PodcastSep 7, 2026Guest - Sep 6, 2026
AI spending and super funds face a closer investor testEquity Mates Investing PodcastSep 6, 2026Guest - Sep 3, 2026
AI spending strains markets as growth investors rethink riskEquity Mates Investing PodcastSep 3, 2026Guest