With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts.
They take us through 3 stocks you can use to do that.
Plus they each share the one stock they’d be avoiding when rates start cutting.
Stocks Mentioned:
JB Hi-Fi (ASX: JBH)
Goodman Group (ASX: GMG)
REA Group (ASX: REA)
Insurance Australia Group (ASX: IAG)
Computershare (ASX: CPU)
Chapters:
00:00 Rate Hikes and Future Cuts
01:46 Positioning for Rate Changes
03:15 JB Hi-Fi: A Cyclical Buy
05:41 Goodman Group: Data Center Growth
08:41 Goodman's Data Center Strategy
10:33 REA Group: AI and Housing
14:22 Selling Into Rate Cuts: IAG
15:01 Computershare: A Rate-Cycle Sell
This episode was recorded 14th October 2026.
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This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.
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Buy or Sell is a product of Equity Mates Media.
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Equity Mates Media operates under Australian Financial Services Licence 540697.
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