6 stocks we’re watching, Aussie rate cuts & balancing building wealth and enjoying life

18 snips

May 21, 2025

Discover six intriguing stocks garnering attention from top fund managers. The discussion dives into the Reserve Bank of Australia's recent rate cuts and their impact on the housing market. Airbnb is shifting towards becoming an 'everything app,' facing both potential and challenges. Explore the controversial legacy of Elizabeth Holmes and her partner's new venture. Plus, insights on navigating financial pressures in your twenties while finding balance in wealth accumulation and life enjoyment.

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INSIGHT

Impact of RBA Rate Cuts

The Reserve Bank of Australia is beginning a rate cutting cycle with gradual cuts expected throughout the year.
Rate cuts benefit homeowners with mortgages but can increase property prices, making home buying harder.

INSIGHT

Airbnb's Strategic Pivot

Airbnb is shifting to become a broader travel and lifestyle platform by expanding services like professional personal trainers and chefs.
They aim to increase revenue per customer via high-margin services and new social features.

INSIGHT

Government Debt Ratings Insight

The US government debt rating was downgraded reflecting growing debt concerns but the risk of default remains low.
Australia's state government debts vary widely, with Western Australia holding the best credit rating.

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One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas.

In today's episode we unpack 6 of the best ideas we've heard recently.

That's not all we unpack in another big episode of Equity Mates:

The RBA has cut rates, what now?
Our thoughts on Airbnb's push into services
Government debt is in the headlines in the US and in Australia
We share our thoughts on balancing building wealth with enjoying life

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