{"podcast":{"title":"Equity Mates Investing Podcast","slug":"equity-mates-investing-podcast-55637","podcast_index_feed_id":55637,"rss_url":"https://feeds.acast.com/public/shows/8c560a52-84ff-4b06-b819-f4e9bd6e85ef","website_url":"https://equitymates.com","image_url":"https://assets.pippa.io/shows/6113c4e58b49030d2716f6e0/1629932001241-b9a3641bf992fd152185547c28b9c9c3.jpeg","author":"Equity Mates Media","episode_count":1141,"summary":"Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637"},"episode":{"title":"CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair","slug":"commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair","published_at":"2026-05-17T19:05:00+00:00","page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair","show_page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637","url":"https://shows.acast.com/equity-mates/episodes/commbanks-worst-day-mr-beat-up-reviews-a-stock-we-all-own-wh","audio_url":"https://sphinx.acast.com/p/acast/s/equity-mates/e/6a06b8ef3e72f3faef910101/media.mp3","summary":"Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL’s brutal fall from grace, and whether TransMedics’ organ transplant technology can justify the risk after its share price has been cut by two-thirds. In this episode: 00:00 — Intro & Welcome Mr Beat Up 01:31 — Budget Fallout Hits Banks & Housing Stocks 03:14 — BHP Overtakes CBA as Australia’s Biggest Company 06:06 — CSL Falls Out Of The ASX Top 10 09:38 — New Fed Chair & Rising US Inflation 11:51 — Mr Beat Up: TransMedics 15:05 — Why TransMedics Is Beaten Down? 18:31 — The Bull Case: 4-Step Stock Checklist 21:39 — How Big is the Moat? 25:21 — Can it Reinvest it's Profits Productively? 27:05 — Is TMDX an Affordable Stock? 29:06 — The Final Verdict Stocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE) ——— 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 Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Do…","meta_description":"Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and M…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1968,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}