{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a7ebcc1ff328abd846761e8?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Banks flag a housing slowdown, AI won’t pick your stocks & Ren’s portfolio reviewed","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1786691969338-6404c66f-bdc4-44f0-a654-bda624470412.jpeg?height=200","description":"<p>Australian housing is cooling, investors are stepping back, but the big banks are still making billions. Bryce &amp; Ren unpack what the latest lending data actually tells us about house prices, before looking at the extraordinary collapse in diamond prices. Then, they answer a community question on finding stock ideas &amp; using AI in the investing process, followed by running Ren’s stocks through an AI-powered thesis check.</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 Are Australian house prices really crashing?</p><p>02:08 Housing slows as home loan applications fall</p><p>08:03 Lab-grown diamonds disrupt a century-old market</p><p>12:51 How do you actually find great stock ideas?</p><p>18:01 Using AI to research and stress-test investments</p><p>23:17 Putting Ren’s portfolio through Claude</p><p>26:39 Is the Hims &amp; Hers thesis broken?</p><p>29:05 Pro Medicus, valuation and knowing AI’s limits</p><p><br></p><p>Stocks &amp; ETFs Mentioned: Commonwealth Bank (ASX: CBA), Westpac (ASX: WBC), ANZ (ASX: ANZ), National Australia Bank (ASX: NAB), Anglo American (LSE: AAL), Axon Enterprise (NASDAQ: AXON), Shopify (NASDAQ: SHOP), Alphabet (NASDAQ: GOOGL), Hims &amp; Hers Health (NYSE: HIMS), Pro Medicus (ASX: PME), MercadoLibre (NASDAQ: MELI), <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a> (NYSE: SPOT), Mastercard (NYSE: MA)</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? 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>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/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p>We’re particularly excited to share our latest show: Basis Points</p><p>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | Spotify)</p><p>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></p><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><p>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></p><p>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></p><p>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></p><p>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></p><p>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></p><p><br></p><p>———</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 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.</p>","author_name":"Equity Mates Media"}