Candidate additions: Berkshire vs TSMC

The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing.

In this episode:

00:00 The Budget Winners and Losers

01:49 Negative Gearing and Capital Gains Tax Changes Explained

07:41 What the Budget Means for Investors and Startups

15:48 Community Portfolio Update: Beating the Benchmark?

17:32 Investment Committee: Should Catapult be Sold?

25:30 Reece Pitches Bitcoin for the Portfolio

31:17 Community Question: Gearing and Leverage 101

40:20 Geared ETFs, Risk and the Efficient Frontier

ETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA)

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