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More bad news for property, the best way to invest & Pimp My Portfolio with Matt Ingram
Description
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)
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