Luxury: How Experiences Became the New Luxury | The Decade Ahead

The rich are getting richer, and they're spending in ways that are reshaping entire industries. In this episode of The Decade Ahead, Bryce & Ren unpack why rising wealth inequality could become one of the biggest investing themes of the next decade. From luxury brands to Formula One, VIP experiences & ultra-premium travel, they explore where the world's wealthiest are directing their money, the companies positioned to benefit, and the risks investors need to watch.

In this episode:
00:00 – Why wealth inequality is creating a luxury boom
03:54 – The numbers behind the luxury economy
09:50 – From luxury goods to luxury experiences
15:02 – Why the US is replacing China as luxury's growth engine
17:53 – The biggest risks facing luxury investing
24:41 – Listed luxury brands and experience businesses
30:33 – Why luxury ETFs have struggled
33:34 – Final takeaways from The Decade Ahead series

Stocks & ETFs Mentioned: LVMH (EPA: MC), Hermès (EPA: RMS), Ferrari (NYSE: RACE), Prada (HKG: 1913), Christian Dior (EPA: CDI), Richemont (SWX: CFR), Formula One Group (NASDAQ: FWONK), Madison Square Garden Sports (NYSE: MSGS), Madison Square Garden Entertainment (NYSE: MSGE), Live Nation Entertainment (NYSE: LYV), Viking Holdings (NYSE: VIK), Ten Lifestyle Group (LSE: TENG), Berkshire Hathaway (NYSE: BRK.B), SpaceX, Google (NASDAQ: GOOGL)

This episode of Equity Mates - The Decade Ahead is brought to you by ANZ Business Start Right anz.com.au/business/business-hub/starting-busi…

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