Equity Mates Investing Podcast Good news for first home buyers, who's selling the world's most profitable company & Pimp my Portfolio with Adam Dawes
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Jun 25, 2025 Explore the latest investment trends impacting first home buyers amid population growth concerns. Discover Virgin Australia's comeback and the fallout of rising tobacco taxes on public health. Tesla's rapid ascent in the market is highlighted alongside a listener's portfolio review. Delve into strategies for building a smart, resilient investment portfolio that balances established stocks and emerging markets. Also, uncover how AI is reshaping Google's search dynamics and its implications on advertising revenue.
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Population Growth Normalizes
- Australia's population growth is normalizing post-COVID with net overseas migration dropping significantly.
- This easing migration pressure helps relieve housing market stress for first-time buyers and renters.
Tobacco Sales Plummet
- Tobacco sales in Australia have dropped sharply by 20% driven by extreme excise tax increases.
- Revenues from tobacco taxation are falling despite higher taxes, indicating growth of illegal tobacco trade.
Illegal Cigarettes Anecdote
- At a party, a friend bought a pack of illegal cigarettes for only $7 compared to $60 in stores.
- This highlights the serious growth of the black market fueled by high tobacco taxes.