Equity Mates Investing Podcast
Housing pump election, the trade war goes to TikTok & the next ResMed?
Apr 16, 2025
The hosts dive into the shifting landscape of the housing market post-election and its investment implications. They explore how China is leveraging TikTok in the ongoing trade war and discuss the antitrust challenges facing major tech firms. The volatility in the stock market highlights emerging investment opportunities, especially in healthcare technology and gold mining. They also analyze the impact of tariffs on luxury brands and assess current stock positions, making strategic recommendations for investors.
31:17
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Quick takeaways
- The US-China trade war continues to create market uncertainty, influencing investor decisions and company strategies amidst escalating tariffs.
- Housing affordability debates in Australia highlight the challenges of political proposals that may exacerbate debt without addressing supply issues.
Deep dives
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