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Equity Mates Investing Podcast
2mo ago·31m
Property prices under pressure, 3 stocks buzzing on X & a “no-brainer” Community Portfolio pitch
While uncertainty rattles markets, X is buzzing with bold stock calls and 10x claims. In this episode, we break down what’s actually moving markets, where the risks are building, and whether the hottest stocks online are real opportunities, or just noise. Plus, community member Ash pitches a Mag7 stock for the Community Portfolio.
In this episode:
00:00 Market Shake-up: Housing, War & Super Changes
02:13 Auction Clearance Rates Plunge: What’s Driving It?
04:08 Will Australian Property Fall in 2026?
04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk
07:01 Australia's Fuel Supply Warning
07:45 E-Bike Demand Surge
08:36 AustralianSuper Portfolio Changes Explained
11:35 X Marks the Stock Returns
12:40 Bill Ackman Sparks Fannie & Freddie Frenzy
16:35 The X Hype Stocks: Space, AI & Infrastructure Plays
23:49 Community Portfolio 'No Brainer' Pitch
25:31 Ash Pitches Alphabet
27:09 Why Alphabet Still Wins
28:15 Apple vs Google Debate
28:52 Community Portfolio Decision: Buy or Pass?
ETFs & Stocks mentioned in this episode:
CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)
———
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
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
In this episode:
00:00 Market Shake-up: Housing, War & Super Changes
02:13 Auction Clearance Rates Plunge: What’s Driving It?
04:08 Will Australian Property Fall in 2026?
04:48 Iran conflict: Ceasefire Hopes vs Escalation Risk
07:01 Australia's Fuel Supply Warning
07:45 E-Bike Demand Surge
08:36 AustralianSuper Portfolio Changes Explained
11:35 X Marks the Stock Returns
12:40 Bill Ackman Sparks Fannie & Freddie Frenzy
16:35 The X Hype Stocks: Space, AI & Infrastructure Plays
23:49 Community Portfolio 'No Brainer' Pitch
25:31 Ash Pitches Alphabet
27:09 Why Alphabet Still Wins
28:15 Apple vs Google Debate
28:52 Community Portfolio Decision: Buy or Pass?
ETFs & Stocks mentioned in this episode:
CSL (ASX: CSL), James Hardie (ASX: JHX), Woolworths (ASX: WOW), Wesfarmers (ASX: WES), Commonwealth Bank (ASX: CBA), BHP (ASX: BHP), Telstra (ASX: TLS), Mineral Resources (ASX: MIN), Pilbara Minerals (ASX: PLS), Cochlear (ASX: COH), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC), AST SpaceMobile (NASDAQ: ASTS), Nebius (NASDAQ: NBIS), Rocket Lab (NASDAQ: RKLB)
———
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
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
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