Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”

Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for your portfolio, how energy prices are driving global inflation fears, and why Trump only really fears the bond market. Then the boys’ mortgage broker Chris Bates drops in to break down the Australian budget changes that could completely reshape property investing, rentvesting, and how Aussies build wealth. Looking for professional mortgage advice? https://equitymates.com/advice/ In this episode: 00:00 Bond Market Panic Begins 00:46 FinFest Announcement 01:31 Inflation Fears Hit Markets 05:10 Elon Musk vs OpenAI Comes to an End 06:24 OpenAI & Anthropic IPO Race 09:04 Big 4 Banks Are Pocketing Your Rate Rises 11:40 Budget Changes Property Investing 14:35 Why Rentvesting Is Dead 15:50 Which Property Prices Could Fall 18:49 New Wealth Strategy for Australians 21:45 Why Shares Could Benefit 23:14 What Investors Should Do Now 23:59 Episode Wrap-Up Stocks & ETFs mentioned: Microsoft (NASDAQ: MSFT), Tesla (NASDAQ: TSLA), Commonwealth Bank (ASX: CBA), ANZ Group (ASX: ANZ), NAB (ASX: NAB), Westpac (ASX: WBC) Australia's biggest investing festival is back. We're calling all bulls, bears and party animals to come trade ideas at Carriageworks on Saturday 24 October. 50+ sessions across 5 stages, food trucks, bars, a mechanical bull, and 2,500+ investors in one room. This is a finance event like no other. Early bird tickets are now on sale for only $40 - secure yours before they run out! FinFest is proudly brought to you by Betashares. equitymates.com/finfest ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.