What podcasts say about René van der Velde
Every statement, with the speaker, the exact quote and the moment it was said.
What René van der Velde has said on podcasts
31 statements · 21 positive · 4 negative · 4 mixed · 2 neutral
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
Higher procedure volumes generate more recurring consumables revenue for Intuitive Surgical.
“growth in procedures means more recurring revenue that comes from the consumables that are attached to all of these pieces of equipment.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 10:01
René views Intuitive Surgical’s lower share price as an opportunity to build his position.
“It has come off and given the environment we're in, that's of no surprise. But I'm taking it as an opportunity to slowly build up the position over time.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 11:08
Intuitive Surgical has a strong moat, supporting continued buying after its decline.
“these guys have such a strong moat. You know, when a company is off 30, 40%, you still believe in the thesis. I'm going to take that opportunity.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 11:24
LeagueShares ETFs would hold cash-settled futures tied to team performance.
“exclusively buy and hold cash-settled futures contracts tied to the specific team's performance.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 15:35
NFL teams will probably eventually receive similar ETFs.
“NFL will probably get in there at some stage.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 16:40
Bill Ackman is known as an activist investor.
“Ackman's been known as quite an activist investor”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 1:43
Copper prices rose more than 50% year to date.
“Copper price is up more than 50% this year.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 6:43
René and Alice invest fortnightly into three core ETFs.
“Alice and I dollar cost average every fortnight into those three ETFs”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 12:31
René and Alice intend to increase their core allocation above 60%.
“The intention is to keep adding to the core and for that to get above 60%”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 12:57
Ethereum rose 27% during August.
“Ethereum up 27%.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 14:28
Shopify rose 25% month to date.
“Shopify up 25% month to date.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 14:43
Shopify provides a plug-and-play e-commerce storefront platform.
“Shopify is like the plug-and-play shopfront for the internet.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 15:28
Shopify continued growing despite fears about AI disruption.
“despite all that fear shopify did the only thing they could do grow grow”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 16:16
Shopify’s profit grew close to 100% year over year.
“profit growing close to 100%.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 17:52
René recommends continuing to hold Shopify.
“I'll just keep holding it.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 18:13
Shopify trades at approximately 100 times trailing earnings and looks expensive.
“it does trade at like a hundred times trailing PE. Like it does look expensive.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 18:56
Shopify can continue powering e-commerce websites, while e-commerce persists.
“if they can keep powering the world's e-commerce websites, then I don't think e-commerce is going anywhere.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 19:05
The SaaS apocalypse fears were overblown.
“Saspocalypse overblown, I think, fair to say.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 19:49
Geared ETFs magnify both investment gains and losses.
“geared ETFs magnify gains and magnify losses.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 22:06
A geared ETF requires a genuinely long investment horizon.
“the two preconditions to have a geared ETF in the portfolio are one, you have a truly long time horizon.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 22:20
Geared ETF investors need sufficient cash flow to cover additional mortgage payments.
“that you have sufficient cash flow from your job or whatever”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 22:30
The hosts invest in moderately geared products leveraged approximately 1.3 times.
“we invest in moderately geared products that are sort of 1.3 times leveraged.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 24:04
Higher leverage can reduce long-term returns because losses compound and require resetting.
“if you extend that gearing rather than 1.3 times it's like two times or three times what you start to see is over the long term your returns will actually there's like an efficient curve yeah they'll go off the other side of that curve And your returns will actually deteriorate as you add more gearing.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 24:23
Large-cap active managers are nearly unable to beat their index.
“We're convinced that it's near impossible for large cap active managers to beat the index”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 26:05
Small-cap active managers consistently outperform their index.
“small cap active managers consistently beat their index.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 26:51
Professional private-market managers provide access, capital, and deal flow.
“Someone who has the access and the money and the deal flow.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 27:36
Holding only a broad diversified ETF is a valid investment approach.
“There's nothing wrong with that.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 27:59
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.