# The budget hits all investors, how you can leverage into shares & is Bitcoin back?

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/the-budget-hits-all-investors-how-you-can-leverage-into-shares-is-bitcoin-back
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/the-budget-hits-all-investors-how-you-can-leverage-into-shares-is-bitcoin-back.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-05-13T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/the-budget-hits-all-investors-how-you-can-leverage-into-shar
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/6a0425c56672bfde95545df2/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/the-budget-hits-all-investors-how-you-can-leverage-into-shares-is-bitcoin-back
Duration seconds: 2797

## Resource

The Federal Budget has landed, and two of Australia’s biggest investing sacred cows — negative gearing and capital gains tax — are in the firing line. Bryce and Ren unpack what the changes mean for property, shares, startups and long-term investors, before reviewing the community portfolio, debating Catapult, Berkshire and TSMC, adding Bitcoin to the mix, and closing with a practical 101 on gearing. In this episode: 00:00 The Budget Winners and Losers 01:49 Negative Gearing and Capital Gains Tax Changes Explained 07:41 What the Budget Means for Investors and Startups 15:48 Community Portfolio Update: Beating the Benchmark? 17:32 Investment Committee: Should Catapult be Sold? 25:30 Reece Pitches Bitcoin for the Portfolio 31:17 Community Question: Gearing and Leverage 101 40:20 Geared ETFs, Risk and the Efficient Frontier ETFs & stocks mentioned: DHHF (ASX: DHHF), Caterpillar (NYSE: CAT), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Catapult Group International (ASX: CAT), Spotify (NYSE: SPOT), Berkshire Hathaway (NYSE: BRK.B), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Axon Enterprise (NASDAQ: AXON), Bitcoin (BTC), Coinbase (NASDAQ: COIN), iShares Bitcoin Trust (NASDAQ: IBIT), Global X 21Shares Bitcoin ETF (ASX: EBTC), Betashares Australia 200 ETF (ASX: A200), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Wealth Builder Australia 200 Geared ETF (ASX: G200), Betashares Wealth Builder Nasdaq 100 Geared ETF (ASX: GNDQ), Betashares Geared Australian Equity Fund (ASX: GEAR), Betashares Geared US Equity Fund (ASX: GGUS), Tesla (NASDAQ: TSLA), Nvidia (NASDAQ: NVDA) ——— Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance…

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