René van der Velde
Person
René van der Velde was a guest on the Equity Mates Investing Podcast.
What René van der Velde has said on podcasts
22 statements
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.
11 episodes featuring René van der Velde
Equity Mates Investing Podcast
Australia’s slower future tests retirement assumptions and growth bets
An ageing population, uncertain productivity gains and changing investment opportunities could reshape both national prosperity and household retirement plans.
Sep 23, 2026 · 48 min
Equity Mates Investing Podcast
Tesla’s robotaxi bet meets a tougher global race
The episode connects autonomous-vehicle competition with a separate retirement question: whether small investment and contribution choices can reshape long-term financial outcomes.
Sep 9, 2026 · 27 min
Equity Mates Investing Podcast
A financial adviser challenges Australia’s favourite investing shortcuts
The episode tests popular strategies against the less visible constraints of tax, liquidity, insurance, fees, leverage and changing life goals.
Sep 7, 2026 · 43 min
Equity Mates Investing Podcast
AI spending and super funds face a closer investor test
The episode connects the durability of the AI investment boom with the practical differences that can materially shape superannuation outcomes over time.
Sep 6, 2026 · 23 min
Equity Mates Investing Podcast
AI spending strains markets as growth investors rethink risk
The episode connects AI infrastructure’s uncertain economics with a disciplined investing framework built to capture growth while limiting drawdowns.
Sep 3, 2026 · 49 min
Equity Mates Investing Podcast
Apple’s next platform meets a portfolio diversification test
The episode connects Apple’s leadership and AI hardware ambitions with practical questions about superannuation, insurance and concentrated investment portfolios.
Sep 2, 2026 · 37 min
Equity Mates Investing Podcast
Small-cap patience meets Bitcoin conviction
The episode connects disciplined Australian small-cap research with a high-volatility monetary bet, showing how conviction is built, tested, and revised.
Aug 31, 2026 · 49 min
Equity Mates Investing Podcast
Hosts defend complex portfolios while favoring simple index funds
Bryce and Alec explain how they balance personal investing interests with borrowing, fees, risk controls, and a long-term preference for low-cost diversification.
Aug 30, 2026 · 30 min
Equity Mates Investing Podcast
Longer retirements force a rethink of portfolio income
Funding decades of retirement may require investors to balance dependable income with enough growth to keep pace with inflation and longevity.
Aug 27, 2026 · 37 min
Equity Mates Investing Podcast
Falling birth rates reshape economies and investment strategies
The episode connects demographic decline to fiscal pressure, automation opportunities, market recoveries, and the risks of treating factor investing as a guaranteed edge.
Aug 26, 2026 · 39 min
Equity Mates Investing Podcast
Dividend income promises freedom but demands disciplined diversification
The episode tests whether dividends can replace employment income without sacrificing total returns or taking on avoidable concentration risk.
Aug 24, 2026 · 39 min