Nvidia had one of the wildest 36 hours in market history smashing earnings, soaring after-hours, then wiping out $450 billion in value by the next day. We break down what actually happened.

Then we turn to one of the biggest events of the year Sohn Hearts and Minds where 11 of the world’s top fund managers pitched their best stock ideas for 2026. Special guest Liv from the Equity Mates team reports on the vibes in the room and joins us for a draft championship!

From entertainment giant's TKO Group and Live Nation to Morimatsu, builders of modular factories in Japan, we each build our own four-stock portfolio…and defend our picks.

Meet some of the Sohn Hearts and Minds 2025 stock pickers right here on Equity Mates:

Listen to Eric Wong here
& Beeneet Kothari here

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Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them

Equity Mates Investing Podcast

Nvidia's wild swings & 11 experts pitched their best ideas for 2026, we review them