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Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?

We also tackle a community question about the hidden dangers of ETF overlap and what it really means for your portfolio’s diversification. To go even deeper, check out our Get Started Investing episode on the topic here 🔗

Plus, we feature clips from our interview with Tim Carleton, Chief Investment Officer at Auscap Asset Management, who argues three out of the four Big Banks in Australia have lost their competitive advantage. You can catch the full conversation with Tim in our Basis Points episode, available now.

Timestamps

1.23 News and Markets

12.16 Community Question on ETF Overlap

19.40 Tim Carleton Insights

20.20 On the Big Banks

26.41 Why Tim thinks Private Markets are an Illusion

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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