Episodes
In this episode, we look back at 2022 and how to remove one major cognitive bias that impacts our ability to make financial decisions or, make rational choices in general.
Published 01/09/23
In this episode, we look at the history of taxes and what I believe is a new type of tax that we will face, being a tailored carbon tax based around your spending.
Published 01/02/23
In this episode, we explore the concept of liquidity and what role this plays towards investment risks. We also look at the current issues with Blackstone and if illiquidity is really a bad thing, or something that can protect investors from themselves.
Published 12/16/22
In this episode, we look at a road to regulation for stable coins and the fallout this would have on markets.
Published 12/09/22
In this episode, we break down the economic factors of productions and rather than applying these to an economy, look at using these principals in your everyday life to maximise your own life and personal wealth.
Published 12/02/22
In this episode, we go through a full summary on the FTX collapse and lessons that can be learnt. We also look at the many moving pieces along with the potential fallout and implications for crypto markets at large.
Published 11/25/22
In this episode, we look at the economics of Hollywood and how this has changed over time – to help look at the potential future of their revenue streams. We compare those that produce entertainment to those that demand it.
Published 11/18/22
In this episode, we look at the roles of Central Banks and if they go bankrupt, will they bring the economy and global financial system down with them?
Published 11/11/22
In this episode, we look at hedging international investments. But what does hedging mean, and how can it help or hurt your investment returns on international investments?
Published 11/04/22
In this episode, we look at if borrowing to invest is still worth it with higher interest rates. We also look at if it is better to reduce debt or use it to build wealth?
Published 10/28/22
In this episode, we look at the chances of Australia going into another recession and compare this to the last one that we were told we had to have.
Published 10/21/22
In this episode, we look at one of the most disruptive factors for real economic growth.
Published 10/13/22
In this episode, we look at the current state of the market and black swan events.
Published 10/05/22
In this episode, we will be looking at a better way to select an investment than relying solely on historical performances.
Published 09/22/22
In this episode, we will be doing a deeper dive into historical returns, particularly focusing on if past performance is useful when selecting investments.
Published 09/13/22
In this episode, we look at some recent data from the ABS. We look at the statistical concept of poverty, how to focus on what you need and not to compare yourself to others and averages.
Published 09/08/22
In this episode, we look at some results from the recent Dalbar study, tracking the average investors behaviours. We break down why chasing returns is the biggest mistake the average investor could make and how to avoid this.
Published 08/29/22
In this episode, the aim is to look at what the root causes of financial stresses are and talk about strategies to reduce these, both initially but in the long term by implementing strategies in your own lives.
Published 08/19/22
In this episode, we look at Belt and Road initiative and along with the domestic debt problems that China is currently facing. Signs are starting to point to lowering economic growth but could these lead to a major economic collapse?
Published 08/12/22
In this episode we look at why credit growth has become the most important factor when determining property price movements. We look at why credit growth matters and what fiscal and monetary policy decisions over the past 30 years have created price increases and declines.
Published 08/05/22
In this episode, we look at recent policy promises from politicians on the rental housing market. Are these the solution to achieving affordable rent? Or can they hurt those they are seeking to help along with the investors who own the properties?
Published 07/29/22
In this episode, we look at a historical example of inflation from an expansion in the money supply. We also look at the difference between inflation from money supply increases in comparison to inflation coming from a lack of supply.
Published 07/22/22
In this episode, we will be looking at investing in IPOs and if this can be a strategy for sustainable above market returns, or if this is simply a capital trap for investors.
Published 07/15/22
In this episode, we look at some historical performances of portfolios from Jack Bogle, Warren Buffet and Ray Dalio. We look at the allocations that have provided the most consistent returns but also why this may not be the best thing for long term returns.
Published 07/08/22
In this episode, we look at some alternative solutions to solve inflation in the long term beyond interest rate increases. We explore supply side economics to look at helping to reduce prices in the long term and increase our capacity to demand.
Published 06/22/22