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 Begins00:46 FinFest Announcement01:31 Inflation Fears Hit Markets05:10 Elon Musk vs OpenAI Comes to an End06:24 OpenAI & Anthropic IPO Race09:04 Big 4 Banks Are Pocketing Your Rate Rises11:40 Budget Changes Property Investing14:35 Why Rentvesting Is Dead15:50 Which Property Prices Could Fall18:49 New Wealth Strategy for Australians21:45 Why Shares Could Benefit23:14 What Investors Should Do Now23:59 Episode Wrap-UpStocks & 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 messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack 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.