Rocky share market signals it's time to take out the trash

The US sharemarket has lost all of the gains it racked up since the Trump election and the spectre of a tariff war is casting gloom across global trade.  What to do? First of all, give up on those stocks you were hoping would 'turn' and then do a full 'clean out' of your share portfolio. 

The US sharemarket has lost all of the gains it racked up since the Trump election and the spectre of a tariff war is casting gloom across global trade. What to do? First of all, give up on those stocks you were hoping would 'turn' and then do a full 'clean out' of your share portfolio. 

Rudi Filapek-Vandyck of FNArena joins James Kirby in this episode 

----
In today's show, we cover:
Why is confidence seeping out of the US sharemarket
Can the ASX hold up if the dividend yield is fading?
The reason why CBA is the best bank stock
Goodman asks for more retail money - should you come to the party? 

The US sharemarket has lost all of the gains it racked up since the Trump election and the spectre of a tariff war is casting gloom across global&nbsp;trade.&nbsp;What to do? First of all, give up on those stocks you were hoping would 'turn' and then do a full 'clean out' of your share portfolio.&nbsp;
Rudi Filapek-Vandyck of FNArena joins James Kirby in this episode&nbsp;
---- In today's show, we cover:
<ul>
<li>Why is confidence seeping out of the US sharemarket</li>
<li>Can the ASX hold up if the dividend yield is fading?</li>
<li>The reason why CBA is the best bank stock</li>
<li>Goodman asks for more retail money - should you come to the party?&nbsp; </li>
</ul>

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.

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

Negative gearing cap: how it will affect the property market

Though 80,000 investors own more than two negatively geared properties, the reaction to news that the government is planning to ‘cap’ the tax break has been low-key. Perhaps that’s because losing money on an investment property should not be the first aim of an investor.

Though 80,000 investors own more than two negatively geared properties, the reaction to news that the government is planning to ‘cap’ the tax break has been low-key. Perhaps that’s because losing money on an investment property should not be the first aim of an investor.

Jarrod McCabe of the Wakelin Advisory Group joins Associate Editor, James Kirby in this episode

In today’s show, we cover:
How will a negative gearing cap affect the market?
Finding value where first-home buyers have reached their limits
Can Adelaide hang on to its promotion as a top investor location?
Defence site sales loom across the nation

Though 80,000 investors own more than two negatively geared properties, the reaction to news that the government is planning to &lsquo;cap&rsquo; the tax break has been low-key. Perhaps that&rsquo;s because losing money on an investment property should not be the first aim of an investor.
Jarrod McCabe of the Wakelin Advisory Group joins Associate Editor, James Kirby in this episode
In today&rsquo;s show, we cover:
<ul>
<li>How will a negative gearing cap affect the market?</li>
<li>Finding value where first-home buyers have reached their limits</li>
<li>Can Adelaide hang on to its promotion as a top investor location?</li>
<li>Defence site sales loom across the nation</li>
</ul>

Negative gearing… who needs it anyway?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/54fd825c-18e9-4edd-8f36-b4020059c3f8/transcript

Rocky share market signals it's time to take out the trash

In 1 playlist(s)

The Money Puzzle

Social links

Follow podcast

Recent clips