Equity Mates Investing Podcast The fastest market recovery ever, 3 companies we both own & why stocks beat property
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May 6, 2026 Markets staged a record-speed rebound and the conversation looks at geopolitical shocks and oil’s market ripple. Australia’s cash rate lift and budget moves that could touch housing and taxes get unpicked. Big tech earnings and standout reports from Alphabet, Berkshire Hathaway and Eli Lilly feature. Long-term data comparing shares with property rounds out the discussion.
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Iran Conflict Keeps Oil Prices Elevated
- The Iran conflict raised oil and geopolitical risk with OPEC increasing output only 188,000 barrels per day, a token amount.
- Brent and WTI remained above $100 and the Strait of Hormuz disruption kept markets sensitive.
RBA Back At 4.35 Percent As Inflation Stays Sticky
- The RBA raised the cash rate by 0.25% to 4.35%, returning to the peak from 2022–23.
- Trimmed mean inflation at 3.3% and headline 4.6% keep policy tighter and leave rates possibly higher.
Expect Budget Trials On Property Tax Incentives
- Prepare for budget-driven tax and housing changes; they may target negative gearing, trusts, and the capital gains discount.
- Bryce suggests longer holding periods for CGT discounts to incentivise buy-and-hold behaviour.