We're back: AI selloff reverses, US earnings, Aussie property & more

Equity Mates Investing Podcast · Aug 9, 2026 · 1m

Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening…

In this episode:

00:00 - Bryce’s holiday recap & a wild month in markets

04:20 - The AI trade gets a reality check

08:48 - Leverage, margin calls & Leopold Aschenbrenner

12:30 - Is the AI spending boom sustainable?

14:48 - Earnings season delivers blockbuster numbers

21:46 -…