Equity Mates Investing Podcast

We're back for 2025: Stock of the Year & Bold Predictions

48 snips
Jan 19, 2025
The hosts return with excitement, sharing their bold predictions for 2025 and their stock of the year. They delve into economic insights, analyzing the mining and banking sectors amidst global pressures. Unique predictions about Starlink's impact on internet services spark intriguing discussions. Personal investment strategies and the challenges for tech firms are also highlighted. Plus, there's a look into the growth of a construction materials company and reflections on navigating market volatility—all while celebrating community engagement.
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INSIGHT

Banks Continue to Rise

  • Despite high valuations, Australian banks are expected to end the year higher.
  • This is due to price-insensitive buying from the superannuation industry.
INSIGHT

RBA Rate Cuts

  • The Reserve Bank of Australia (RBA) is unlikely to cut rates before the upcoming election.
  • This is due to concerns about the weak Australian dollar and its inflationary impact.
INSIGHT

US 10-Year Yield and Trump

  • The US 10-year yield is predicted to cross 5%, potentially prompting political intervention from Trump.
  • This rise in yields is driven by market concerns about long-term inflation and US government debt.
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