Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC?

00:00 Markets are hitting record highs

03:58 Australian reporting season: numbers that caught our eye

05:30 Nick Scali, ResMed and REA Group

14:04 Does the day you dollar cost average actually matter?

18:16 How often should you dollar cost average?

22:21 How will the CGT changes affect investors?

28:44 Michael Burry’s latest bets against AI

31:18 Why calling crashes is easier than making money

Stocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC)

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3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry

Equity Mates Investing Podcast

3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry