FeedworthyAI
Back to feed
Equity Mates Investing Podcastpodcast

The fastest market recovery ever, 3 companies we both own & why stocks beat property

Wednesday, May 6, 2026View original

Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.


In this episode:

00:00 — The fastest market rebound ever

03:59 — Iran conflict, oil and market implications

05:49 — RBA lifts rates back to 4.35%

07:34 — Budget watch: housing, tax and spending cuts

13:08 — Earnings season and big tech’s huge numbers

15:18 — Alphabet smashes expectations

19:14 — Berkshire Hathaway’s record cash pile

22:10 — Eli Lilly Earnings Results

24:21 — Shares vs property: the long-term numbers


Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)


Links to resources mentioned:

Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/

Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over


———


Want to get involved in the podcast? Record a voice note or send us a message


And 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 Points


———


Looking for some of our favourite research tools?


———


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.