Earnings Season Overview

Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.

In this episode:

00:00 — The fastest market rebound ever

03:59 — Iran conflict, oil and market implications

05:49 — RBA lifts rates back to 4.35%

07:34 — Budget watch: housing, tax and spending cuts

13:08 — Earnings season and big tech’s huge numbers

15:18 — Alphabet smashes expectations

19:14 — Berkshire Hathaway’s record cash pile

22:10 — Eli Lilly Earnings Results

24:21 — Shares vs property: the long-term numbers

Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)

Links to resources mentioned:

Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/

Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over

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