Equity Mates Investing Podcast Our gas tax proposal, a biotech stock pitch & the latest on property prices
43 snips
Mar 25, 2026 Sam Gordon, founder of Australian Property Scout and data-driven housing commentator. He breaks down why rate rises barely dented demand and how a 5% deposit scheme keeps buyers active. He maps national and regional housing trends, highlights city-by-city market shifts, and explains why regional WA, SA and Queensland are outpacing capitals.
AI Snips
Chapters
Transcript
Episode notes
Keep Buying During Market Scares
- Don't panic-sell during geopolitical shocks; long-term investors should keep dollar-cost-averaging into core positions.
- Bryce warns market turn signals look terrible in hindsight and urges continuing regular investing despite headlines.
Oil Shock Hits Global Benchmarks Unevenly
- The Iran-related closure of the Strait of Hormuz threatens ~20% of global oil flows, pushing Brent above WTI and lifting regional gas prices.
- Ren notes US energy remains insulated by domestic supply, so impacts differ across benchmarks and regions.
Australia's Gas Tax Mismatch Explained
- Australian offshore gas is taxed on profit (PRRT) while onshore gas faces state royalties on revenue, creating a tax mismatch critics call unfair.
- Ren points out many exporters label low taxable profit and ATO calls the sector 'systematic non-payers of tax'.