The fastest market recovery ever, 3 companies we both own & why stocks beat property
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What factors contributed to the fastest market recovery ever?
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How do geopolitical tensions in Iran affect market stability?
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What are the implications of the RBA's rate rise on Australian investors?
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What should we expect from the upcoming Australian budget?
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Past performance is not a reliable indicator of future performance. Read the PDS and TMD available at ausbill.com.au. We've got some data to show why you can never time the market.
How did big tech companies perform during the latest earnings season?
Three of the world's biggest companies have reported. We're going to look at some of the astonishing numbers. And if you've ever wondered if shares can keep up with property, we've looked at the numbers and you're about to find out.
What were the surprising earnings results from Alphabet?
Welcome to Equity Mates, a show where we explore what's possible in the world of investing. If you've joined us for the first time, a huge welcome to our community. My name is Bryce, and as always, I'm joined by my equity buddy, Ren. How are you going?
Why is Berkshire Hathaway's cash pile significant for investors?
I'm very good, Bryce. Very excited for this episode. Very excited to be an investor in markets because we're so back. We are back. We're going to talk about the market rebound and what we've learned from that.
How do stocks compare to property in long-term investment returns?
But it's not just the US market that is back. Unfortunately, Australian market, not quite back yet. Yes. But a big thing in the Equity Mates calendar is also back. That's right. FinFest is back.
Australia's largest finance festival where we show that finance doesn't have to be boring. Come and join us and 2,500 other Australians at the Carriageworks October 24th here in Sydney. Tickets are available. They are going live in two weeks. If you are not on the registration list, you will not get access to Early Bird. So make sure you're on the registration list. Link is in the show note or description below.
Yeah, that was confusing because tickets aren't available, but the Early Bird sign-up is certainly available. So make sure you sign up because, yeah, you'll get first crack at tickets and they are going to go fast. Speaking of going fast, Bryce, let's get into the news.
News and markets. Tensions have picked up in Iran again. Interest rates are topping headlines here in Australia and the budget is just around the corner. Ren, let's start with Iran.
Yeah, let's start with it. Before the opener, I said, speaking of going fast. Because, as you've said, tensions have picked up in Iran, and we're going to get to the latest updates there. But I think where we want to start is the market story, particularly the US market, because the US market has had the fastest rebound ever from a 10% decline.
It's amazing. It only took 11 days for the market to recover back to its high before the war started. To put that into comparison, as you said, it's the fastest in history. If we go all the way back to 2000, the dot-com crash, it took 1,166 days. Yeah, so what, more than three years? Three and a bit years, yeah, to recover. The global financial crisis took 1,021 days. EU debt crisis, 99. COVID, which at the time was an incredibly fast recovery, was 103 days. The markets just almost brush this aside.
Even more recently, so after COVID, we had the interest rate hiking cycle where markets fell late 22, early 2023. It took 318 days for the market to recover from its 10% fall back to its new all-time high. The Iran conflict did it in 11 days. The Iran conflict did it so quickly that the Iran conflict isn't even resolved. And so I think the investing lesson to start there before we get into the latest on Iran is timing the market has always been hard. Timing the market now is near impossible because if you're waiting for good news, if you're waiting for the reason the market fell to be resolved, well, that certainly hasn't happened. You've missed it. So that's why we say hold. Don't sell, hold, and then buy more.
Yeah, that's the point as well.
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Chapters
8 chapters
1
What factors contributed to the fastest market recovery ever?
0:00–0:16
2
How do geopolitical tensions in Iran affect market stability?
0:16–0:18
3
What are the implications of the RBA's rate rise on Australian investors?
0:18–0:26
4
What should we expect from the upcoming Australian budget?
0:26–0:44
5
How did big tech companies perform during the latest earnings season?
0:44–0:58
6
What were the surprising earnings results from Alphabet?
0:58–1:09
7
Why is Berkshire Hathaway's cash pile significant for investors?
1:09–1:23
8
How do stocks compare to property in long-term investment returns?
1:23–32:06
Speakers
3 identifiedMore from Equity Mates Investing Podcast
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