United States Archives - Equity Mates Media

Industry Deep Dive: Sports Betting - 5 years after legalisation in the US, who is winning?

In 2018, the US Supreme Court ruled that the federal ban on sports betting was unconstitutional. That sparked a frenzy of activity as companies from around the world tried to capitalise on the opportunity.

25 April
General
Interest rate expectations, supermarket enquiries & ASX 200 rebalance - who's in, who's out?

Every quarter all major market indexes get rebalanced. In this episode we ask - what companies made it in to the ASX200? And which ones fell out?

25 March
General
Bold predictions - Andrew Brown

Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.

20 February
Welcome Back! What can investors expect in 2024?

In the first episode of 2024, Candice and Felicity review the returns of 2023 and discuss what investors can expect for 2024.

9 February
General
The 3 big reasons Americans are suddenly psyched about the economy

Vibes are good in the US economy right now. Which leads to two big questions. Firstly, how did it turn around so quickly? And secondly, will it last?

5th Feb, 2024
General
America’s Love Affair with Adderall

This article profiles America’s love affair with Adderall and what is happening now that millions of Americans cannot get their prescriptions filled.

13th Dec, 2023
General
The great wealth transfer: how Australian banks, supermarkets and airlines have moved billions from customers to shareholders

This is an article sure to elicit controversy given most people reading it will own shares in these large Australian companies either directly, through index ETFs or through their Super.

30th Nov, 2023
General
One in three Gen-Zers stealing stuff. Boomers outraged.

A new survey in America shows that a third of Gen-Z are swiping stuff from the shops as cost-of-living pressures rise.

29 November
General
Who cares about the US government shutdown?

America is once again nearing a financial crisis, where the government is unable to spend money and needs to shut down everything but the most essential services.

15 November
How are Americans avoiding paying $688B in tax?

With Australia’s tax deadline fast approaching - it is tomorrow, or 31 October 2023, so get your tax returns in - but today Sascha and Alec wanted to understand how Americans could avoid paying so much tax.

31 October
General
The Profound Effect of Americans Living Longer Lives

Today, more than one third of all Americans are over 50. Every day 10,000 Americans are turning 65 and by 2030, one in five of us will be 65 or over

25th Oct, 2023
General
The FTC Sues to Break Up Amazon Over an Economy-Wide "Hidden Tax"

Ever since President Biden appointed Lina Kahn to run the Federal Trade Commission, we knew this was coming. The US Government is coming for Amazon.

9th Oct, 2023
General
America's biggest private-equity firms are screwing over college students

This article from Business Insider has taken a look at student housing in America and examines what happens when Wall Street takes on the operation of student accomodation. No prizes for guessing what comes next.

27th Sep, 2023
General
Disinflation provides welcome relief to markets

In this report we discuss how lower recession odds in conjunction with greater conviction in the disinflation narrative impact our asset allocation views.

8th Sep, 2023

Source: J.P Morgan Asset Management
General
The land beyond the drug war

This article looks at the American state of Oregon as one possible solution. It has followed Portugal’s lead in treating drug abuse as a behavioral-health disorder, not a crime.

24th Aug, 2023
Finally, there's good news about inflation!

Today Alec and Sascha ask: does deflation mean we’ll finally see an end to these interest rate rises?

31 July
Expert: Kiril Sokoloff - US, China, Emerging Markets and what comes next?

In this episode of Equity Mates, Alec is chatting with the impressive Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy.

24 July
General
Our investment and economic outlook, May 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.

5th Jul, 2023

Source: Vanguard
General
Will the U.S. dollar go “digital”?

FedNow: Not a CBDC, but a New Payments Infrastructure for the US Financial System. FedNow is a voluntary, near-instant payment service offered by participating banks and credit unions

27th Jun, 2023

Source: J.P Morgan Asset Management
82 - Coinbase Stay & Fight for Crypto in the US, Crypto.com set up in Singapore and Australias’s Commonwealth Bank Crypto crackdown explained.

In this week's episode Trace, Blake and Craig break down the Coinbase SEC battle as CEO Brian makes it clear he will fight the current charges until the bitter end.

15 June
The War on Poverty Is Over. Rich People Won.

The sociologist Matthew Desmond believes that being poor is different in the U.S. than in other rich countries.

5 Jun, 2023

SOURCE: The Atlantic
General
Janet Yellen had better have a secret plan for the debt limit

This article looks at the 1985 debt ceiling crisis (yes, this has been a recurring - and arguably completely unnecessary - feature of American politics for decades) and unpacks some of the novel ways that Reagan’s Treasury Department was able to move money around to keep the government solvent for longer.

29th May, 2023
US Debt Ceiling Update & Market Impacts

In this week’s episode, Candice and Felicity breakdown the US ceiling debt crisis and discuss four likely scenarios to play out as the market nervously awaits a decision from the White House.

26 May
General
Have all the beers gone woke? An investigation

While we were travelling in America, one business story seemed to pop up again and again: American beer companies going ‘woke’.

24th May, 2023
General
50% of US banks are underwater. How does that end well?

The RBA shocked us all with another rate hike last week. Where did that come from? The banking crisis in the US rolls on. Is there any end in sight? Chile is ‘nationalising’ it’s lithium sector, while Cleanaway reports that the garbage truck driver shortage is coming to an end. All this and more on this week’s Comedian v Economist.

10 May