Bryce and Ren unpack the latest housing market data, the political turmoil in the UK, and the growing challenges facing WiseTech as founder Richard White comes under investigation. Plus, Matt Ingram returns for another Pimp My Portfolio, and a fascinating 100-year study reveals why owning fewer great stocks—or simply buying the index—may be the most powerful investing lesson of all. In this episode: 00:00 – Australian property market shows signs of cooling 02:42 – SMSF property tax concessions under pressure 04:39 – Auction clearance rates fall below 50% 08:17 – UK political turmoil and another Prime Minister resignation 11:12 – WiseTech, founder risk and the Richard White investigation 14:25 – Pimp My Portfolio: Seb’s ETF and stock portfolio reviewed 26:18 – The 100-year stock market study that changes how you invest 33:37 – Why indexing remains one of the simplest investing strategies Stocks & ETFs Mentioned: WiseTech Global (ASX: WTC), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA), Telstra (ASX: TLS), NextDC (ASX: NXT), DroneShield (ASX: DRO), Betashares Global Defence ETF (ASX: ARMR), Global X Cybersecurity ETF (ASX: HACK), Betashares Bitcoin ETF (ASX: QBTC), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Berkshire Hathaway (NYSE: BRK.B), Walmart (NYSE: WMT), Eli Lilly (NYSE: LLY), JPMorgan Chase (NYSE: JPM), Exxon Mobil (NYSE: XOM), IBM (NYSE: IBM), General Electric (NYSE: GE), Coca-Cola (NYSE: KO), Amazon (NASDAQ: AMZN), Visa (NYSE: V), Mastercard (NYSE: MA) ——— To check out LendUs head to https://www.lendus.com.au/equitymates ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
