Housing pump election, the trade war goes to TikTok & the next ResMed?

"Down cycles are not fun. But they form the basis for enormous future profitability” - Steve SchwarzmanAfter a couple of wild weeks in markets, this week has been a little calmer. The Trump administration has turned its focus to other priorities as the world holds its breathe during the 90-day tariff pause. That is, aside from China, who are pulling out all stops to get the upper hand in this trade war. In today's episode we unpack:How China is using TikTok as a tool in the trade war Meta gets its day in court in its antitrust caseOur views on the latest housing policies by both sides of politics Some of the stocks that are falling into our watch list —------Want to get involved in the podcast? Record a voice note or send us a message —------Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.—------Looking for some of our favourite research tools?Find company information on TIKRScreen the market with GuruFocusResearch 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. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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