{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/67bbf55519249d0c1a4bb224/69f06a0353bb1ec4bab0c25b?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/67bbf55519249d0c1a4bb224/1777363410228-95eb1ebd-bcc7-49de-8685-1f8bf401c6ed.jpeg?height=200","description":"<p>Markets shrugged off a US-Iran conflict and rallied, but should they have?</p><p><br></p><p>Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.</p><p><br></p><p><strong>In this episode:</strong></p><p><br></p><p>00:00 Market Setup And War Impact</p><p>04:40 RBA Risks And Aussie Outlook</p><p>08:05 Volatility Strategy And Corrections</p><p>12:05 Fixed Income And Private Markets</p><p>15:04 Rare Earths And ASX Opportunities</p><p>20:25 Diversification And Tech Outlook</p><p><br></p><p>📈&nbsp;<strong>Stocks and ETFs Mentioned:</strong></p><p>Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)</p><p><br></p><p><em>This episode was recorded on 21st April 2026</em></p><p>———</p><p><strong>CPD Points:</strong> This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz <a href=\"https://equitymates.com/episode/https://equitymates.com/episode/war-rebounds-rate-hikes-why-you-shouldnt-go-all-in-on-equities/\" rel=\"noopener noreferrer\" target=\"_blank\">HERE</a> to claim your points.</p><p><strong>0.5 Total Hours</strong></p><p><strong>Knowledge Requirements:</strong> Economic Environment (0.25 hour) &amp; Managed Investments (0.25 hour) <strong>Legislated CPD Areas:</strong> Technical Competence (0.25 hour) &amp; General (0.25 hour)</p><p>———</p><p><br></p><p><strong>Want more Basis Points?</strong></p><ul><li>Sign up to the&nbsp;<a href=\"https://basispoints.beehiiv.com/subscribe\" rel=\"noopener noreferrer\" target=\"_blank\">Basis Points email</a></li><li>Join the conversation&nbsp;<a href=\"https://www.linkedin.com/showcase/basis-points-by-equity-mates/\" rel=\"noopener noreferrer\" target=\"_blank\">on LinkedIn</a></li><li>Watch all episodes in full and relive some of our favourite clips&nbsp;<a href=\"https://www.youtube.com/@basis.points\" rel=\"noopener noreferrer\" target=\"_blank\">on YouTube</a></li></ul><p><br></p><p>———</p><p>Basis Points is a product of Equity Mates Media.</p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.</p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}