{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"The budget hits all investors, how you can leverage into shares & is Bitcoin back?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1778656726495-70eafa68-bf42-4f6f-80ad-31837a71d1d8.jpeg?height=200","description":"

The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing.


In this episode:

00:00 The Budget Winners and Losers

01:49 Negative Gearing and Capital Gains Tax Changes Explained

07:41 What the Budget Means for Investors and Startups

15:48 Community Portfolio Update: Beating the Benchmark?

17:32 Investment Committee: Should Catapult be Sold?

25:30 Reece Pitches Bitcoin for the Portfolio

31:17 Community Question: Gearing and Leverage 101

40:20 Geared ETFs, Risk and the Efficient Frontier


ETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA)


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Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.


You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.


Leave inspired, better informed, and ready to take the next step on your investing journey.


Register your interest for early bird tickets at https://equitymates.com/finfest-2026/


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And come and join the conversation in the Equity Mates Facebook Discussion Group.


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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.


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