Big Shorts: CBA, Guzman Y Gomex...what's up?

The share market is heading for another strong year, but the short sellers are working hard to pull down some champion stocks on the ASX: Blue chip CBA  and IPO darling Guzman Y Gomez are among the targets. What does it mean for investors?

The share market is heading for another strong year, but the short sellers are working hard to pull down some champion stocks on the ASX: Blue chip CBA and IPO darling Guzman Y Gomez are among the targets.What does it mean for investors? 


In this episode, we cover: 
Short order - Why do traders believe top stocks are heading for a fall? The tricky business of small-cap stock selection 

What happened to luxury goods seller Cettire? Stock splits - Why they push up the share price  

Dean Fergie of Cyan Investment Management joins wealth editor James Kirby in this episode 

The share market is heading for another strong year, but the short sellers are working hard to pull down some champion stocks on the ASX: Blue chip CBA and IPO darling Guzman Y Gomez are among the targets.What does it mean for investors? 
 In this episode, we cover:  Short order - Why do traders believe top stocks are heading for a fall? The tricky business of small-cap stock selection  What happened to luxury goods seller Cettire? Stock splits - Why they push up the share price   Dean Fergie of <a href="https://www.cyanim.com.au/">Cyan Investment Management</a> joins wealth editor James Kirby in this episode

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/3c835593-2494-416d-81ad-b19c006743a3/transcript

Chris Judd's small cap stock picks for 2026

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.

Chris Judd of the Cerutty Macro Fund joins Associate Editor - Wealth, James Kirby, in this episode .In today's show, we cover:
The share market according to Chris Judd 
How Judd's Cerutty Macro Fund finds stocks
The stocks he is concentrating on in 2026
A once-in-blue-moon Money Puzzle footy tip! 

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.
Chris Judd of the Cerutty Macro Fund joins Associate Editor - Wealth, James Kirby, in this episode .In today's show, we cover:
<ul>
<li>The share market according to Chris Judd&nbsp;</li>
<li>How Judd's Cerutty Macro Fund finds stocks</li>
<li>The stocks he is concentrating on in 2026</li>
<li>A once-in-blue-moon Money Puzzle footy tip!&nbsp; </li>
</ul>

Chris Judd on his new game: stock picking 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9a0a7331-7450-404b-8b6a-b40a0179a7d4/transcript

Rentvesting: is the sharemarket a better investment than property?

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' 

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future.

Author Jacqui Clarke, Your Personal CFO joins associate editor, James Kirby on this podcast episode.


In today's show, we cover:
Rentvesting  - It takes longer than you think
CGT changes - How they will impact house prices, according to CBA
Fixed rate mortage break costs - The bank that is not charging at all
Medicare Levy Surcharge...watch out for this trap 

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.'&nbsp;But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future.
Author Jacqui Clarke, <a href="https://jacquiclarke.substack.com/">Your Personal CFO</a> joins associate editor, James Kirby on this podcast episode.
 In today's show, we cover:
<ul>
<li>Rentvesting&nbsp; - It takes longer than you think</li>
<li>CGT changes - How they will impact house prices, according to CBA</li>
<li>Fixed rate mortage break costs - The bank that is not charging at all</li>
<li>Medicare Levy Surcharge...watch out for this trap&nbsp;</li>
</ul>

Rentvesting - A better way to make it work

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2dcc3503-d9db-46e9-9990-b40900697e43/transcript

Iran war’s global impact: interest rates, stock market pressure & AI vulnerability

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.

Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Why the Iran war will push rates higher
The bull market for global shares is now under serious pressure
How AI is especially vulnerable to increased energy prices
Private credit is a flash point in a volatile market 

These are very early days in the Iran war and the impact on share markets is far from clear.&nbsp;But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.
Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Why the Iran war will push rates higher</li>
<li>The bull market for global shares is now under serious pressure</li>
<li>How AI is especially vulnerable to increased energy prices</li>
<li>Private credit is a flash point in a volatile market&nbsp; </li>
</ul>

Iran crisis special: what you need to know

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/09979223-f99a-4189-a113-b40400731e08/transcript

Big Shorts: CBA, Guzman Y Gomex...what's up?

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