Inflation is proving stickier than expected, with the US now matching Australia at 4.2% and markets repricing the chance of rate hikes. Bryce and Ren unpack what higher inflation could mean for stocks, explore fresh signs of weakness in the Australian housing market, share the latest twist in their quest to land Warren Buffett on the podcast, and answer community questions about building & adjusting a core ETF portfolio.
In this episode:
00:00 – Inflation returns as a global concern
04:36 – Australian housing wobbles and bank shorts rise
07:37 – The latest update in the Warren Buffett quest
11:31 – Billboard & other ideas to get Buffett’s attention
17:19 - Mobilising the Equity Mates Community
21:11 – Core vs satellite portfolios explained
23:19 – DHHF vs building your own ETF portfolio
26:16 – Portfolio weighting, CGT events and hedging
ETFs and Stocks mentioned: DHHF (ASX: DHHF), G200 (ASX: G200), IVV (ASX: IVV), GGUS (ASX: GGUS), VAE (ASX: VAE), VEQ (ASX: VEQ), GHHF (ASX: GHHF), BEMG (ASX: BEMG), EXUS (ASX: EXUS), VDHG (ASX: VDHG), QAU (ASX: QAU), A200 (ASX: A200)
Go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.
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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 unsure, speak to a financial professional. The host 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 and operates under Australian Financial Services licence 540697.
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