The Fed is hiking, the RBA could be next, and Australia keeps watching homegrown companies head offshore to list. Bryce & Ren unpack what sticky inflation means for investors, ask why the ASX keeps missing major listings, & bust the retirement myth that a paid-off house and the Age Pension will be enough. Then, Owen Rask joins Pimp My Portfolio to help a community member simplify a portfolio, deal with overlap and think through when it might be worth ripping off the capital gains tax bandaid.
00:00 – The Fed raises rates as inflation stays sticky
04:58 – Why the ASX keeps losing great companies overseas
10:25 – Super September: Is a house and the Age Pension enough?
12:21 – More Australians are reaching retirement with housing debt
16:07 – Why the Age Pension may fall short
17:46 – The risk of retirement rules changing
21:18 – Pimp My Portfolio with Owen Rask
28:18 – ETF overlap, tax consequences & simplifying a portfolio
Stocks & ETFs Mentioned: Atlassian (NASDAQ: TEAM), Canva, IREN (NASDAQ: IREN), Grab (NASDAQ: GRAB), Sea Limited (NYSE: SE), GoTo, Coupang (NYSE: CPNG), Rocket Lab (NASDAQ: RKLB), Life360 (ASX: 360), iShares Core S&P/ASX 200 ETF (ASX: IOZ), Betashares Nasdaq 100 ETF (ASX: NDQ), iShares MSCI Emerging Markets ETF (ASX: IEM), Betashares Australia 200 ETF (ASX: A200), Betashares Global Shares ETF (ASX: BGBL), Betashares Global Shares Ex-US ETF (ASX: XUS), BrainChip (ASX: BRN), HyTerra (ASX: HYT), Medical Developments International (ASX: MVP), CSL (ASX: CSL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Betashares Emerging Markets ETF (ASX: BEMG), Vanguard MSCI Index International Shares ETF (ASX: VGS), iShares S&P 500 ETF (ASX: IVV), Betashares Global 100 ETF (ASX: IOO)
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