The fastest market recovery ever, 3 companies we both own & why stocks beat property
5/6/202630 min
Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.
In this episode:
00:00 — The fastest market rebound ever
03:59 — Iran conflict, oil and market implications
05:49 — RBA lifts rates back to 4.35%
07:34 — Budget watch: housing, tax and spending cuts
13:08 — Earnings season and big tech’s huge numbers
15:18 — Alphabet smashes expectations
19:14 — Berkshire Hathaway’s record cash pile
22:10 — Eli Lilly Earnings Results
24:21 — Shares vs property: the long-term numbers
Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)
Links to resources mentioned:
Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/
Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over
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Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
[gentle music] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697.
Speaker 10:15
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Alec Renehan· Host0:33
[gentle music] Today's episode is brought to you by Ausbil Investment Management Limited.
Bryce Leske· Host0:40
Ausbil have been in the game since 1997. That's nearly three decades of navigating Australian and global markets through bull runs, downturns, and everything in between. They're an award-winning fund manager with over $20 billion in assets under management, so safe to say they know a thing or two about investing.
Alec Renehan· Host0:55
Whether you're into Australian equities or want to cast the net a bit wider with global equities, Ausbil have the expertise and the track record to back it up.
Bryce Leske· Host1:03
To find out more, head to ausbil.com.au. That's A-U-S-B-I-L .com.au. We've got some data to show why you can never time the market. Three of the world's biggest companies have reported. We're gonna look at some of the astonishing numbers. And if you've ever wondered if shares can keep up with property, we've looked at the numbers, and you're about to find out.
Speaker 31:24
Equity Mates.
Bryce Leske· Host1:27
Welcome to Equity Mates, a show where we explore