{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/69d73b5934b90cef2bd16288/6ad04b0de65da00825cf9c66?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Start positioning for rate cuts (and here’s 3 stocks to do that)","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/69d73b5934b90cef2bd16288/1792035909729-eb211d16-bfbe-435f-8da8-ca8cc6cd974b.jpeg?height=200","description":"<p>With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts.</p><p><br></p><p>They take us through 3 stocks you can use to do that.</p><p><br></p><p>Plus they each share the one stock they’d be avoiding when rates start cutting.</p><p><br></p><p><strong>Stocks Mentioned:</strong></p><p>JB Hi-Fi (ASX: JBH)</p><p>Goodman Group (ASX: GMG)</p><p>REA Group (ASX: REA)</p><p>Insurance Australia Group (ASX: IAG)</p><p>Computershare (ASX: CPU)</p><p><br></p><p><strong>Chapters:</strong></p><p>00:00 Rate Hikes and Future Cuts</p><p>01:46 Positioning for Rate Changes</p><p>03:15 JB Hi-Fi: A Cyclical Buy</p><p>05:41 Goodman Group: Data Center Growth</p><p>08:41 Goodman&#39;s Data Center Strategy</p><p>10:33 REA Group: AI and Housing</p><p>14:22 Selling Into Rate Cuts: IAG</p><p>15:01 Computershare: A Rate-Cycle Sell</p><p><br></p><p>———</p><p><br></p><p><strong>Want more Equity Mates?</strong> Across books, podcasts, video and email, however you want to learn about investing – we’ve <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>Want more from Buy or Sell host Ally? Check out Basis Points</p><p><br></p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Subscribe to the weekly <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">email</a></li></ul><p><br></p><p>———</p><p><br></p><p>Buy or Sell is a product of Equity Mates Media.</p><p><br></p><p>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 you are unsure, please speak to a financial professional. The hosts 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.</p><p><br></p><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p>","author_name":"Equity Mates Media"}