Ren
Person
Ren is a co-host and investor associated with the Equity Mates Investing Podcast.
What Ren has said on podcasts
9 statements
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
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.
