In this episode of the Making Cents of it All podcast, co-hosts Kenneth Beanland and Louis Dooley explore what’s driving the current market pulse, from Australia’s surprisingly strong equity rebound to CBA’s eye-watering 27x earnings multiple. They break down why Australian banks may be overvalued, how commodities like copper and gold are catching attention and what Nvidia’s results could signal for AI investment. The duo also unpacks the implications of Labor’s decisive election win, looming super tax changes and whether interest rate cuts will really reignite consumer confidence.
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