Beer Tax Beats Big Oil, Bold Small Cap for the Community Portfolio & the $880 Billion Space Economy

Описание: Space isn’t science fiction anymore, it’s an $880 billion industry today.

From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.

Plus, the community portfolio expands with a pitch from Dave.

00:00 Episode Overview
00:38 Earnings Season Roundup: Banks, BHP & Volatility
04:03 Beer Tax vs Resources Tax
05:38 IMF Warns of More Housing Unaffordability
06:00 Community Portfolio Update: Can We Beat the ASX200?
07:39 Stock pitch: NVU (ASX:NVU)
14:06 Community Question: What is Space Economy & How to Invest in it?
17:15 Space’s Bold Future Ideas
20:44 Space Industry Growth Outlook
21:53 How To Invest in Space: Publicly Listed Companies
24:52 Space-Themed ETFs
27:07 Closing Thoughts & Risks of Investing in Space

Stocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)

———

Looking for some of our favourite research tools?

• Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-St...)
• Find company information on TIKR (https://www.tikr.com/?ref=equitymates)
• Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc...)
• Research reports from Good Research (https://goodresearch.com.au/ref/equit...)
• Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...)

———

Want to get involved?
Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc...
If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...)
Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/)
Join the conversation in the Facebook Discussion Group   / equitymates  
Looking for professional financial advice? https://equitymates.com/advice/
Check out our 2 bestselling books: https://equitymates.com/books/
Instagram:   / equitymates  
X:   / equitymates  
TikTok:   / equitymates  
LinkedIn:   / equity-mates  

———

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.