Episodes
– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes? See omnystudio.com/listener for privacy information.
Published 06/03/23
– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problem See omnystudio.com/listener for privacy information.
Published 06/02/23
Published 06/02/23
– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses? See omnystudio.com/listener for privacy information.
Published 05/27/23
– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth? See omnystudio.com/listener for privacy information.
Published 05/26/23
– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more? See omnystudio.com/listener for privacy information.
Published 05/20/23
– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism? See omnystudio.com/listener for privacy information.
Published 05/19/23
– What’s Strawman?  – How to deal with CGT with takeovers?  – How important is keeping track of performance?  – What about the medicinal marijuana industry?  – What is ‘consensus’?  See omnystudio.com/listener for privacy information.
Published 05/13/23
– Verdict on the Federal Budget  – What could it mean for rates?  – More tech staff layoffs  – The highlights of 'Woodstock for Capitalists'  See omnystudio.com/listener for privacy information.
Published 05/12/23
– Why do shares fall when rates rise?  – How can you buy permanently expensive stocks?  – What ETF might replace Super?  – Why don’t companies pay dividends monthly?  – Why does the ASX follow the US lead?  – Will my franking credits disappear if a company grows overseas?  – How can I see if revenue is boosted only by inflation?  See omnystudio.com/listener for privacy information.
Published 05/06/23
– Rates, cigs up  – The political commentary is ever more unhelpful  – US rates, too, and Powell flags a recession  – Who is responsible for unemployment?  – What are the implications of the First Republic collapse?  See omnystudio.com/listener for privacy information.
Published 05/05/23
– The hardest question about housing – Forget the RBA, what about the pollies? – What to do with big losses? – Is low liquidity really a problem? – What happens when a share joins an index? – Why is gold a big deal? – Who gets the money when the RBA puts rates up? See omnystudio.com/listener for privacy information.
Published 04/29/23
– Inflation falls to 7% – The case against office real estate – … and second-tier retail – Is a rental freeze a good idea? – Why markets should be like soccer See omnystudio.com/listener for privacy information.
Published 04/28/23
– Invest, or put money in the offset? – Does anything beat Soul Patts? – What happens when the US dollar is no longer the reserve currency? – Should I sell covered calls? – Why not just invest through Super? See omnystudio.com/listener for privacy information.
Published 04/22/23
– UK inflation… a preview for Australia? – A new board for the RBA? – Should we reindex CGT? – ApplePay launching a high interest savings account See omnystudio.com/listener for privacy information.
Published 04/21/23
– How are interest rate settings different in the US? – Should I change my ETF strategy to follow yours? – How should I track my buys and sells? – Can I get ETFs to reinvest my dividends without paying tax? – How's this for a portfolio strategy? – Who's on the other side of my trades? See omnystudio.com/listener for privacy information.
Published 04/15/23
– The power of probability – Dire forecasts from the IMF – US inflation falls… enough? – Buffett dunks on Bitcoin – ...And Andrew comes to its defence See omnystudio.com/listener for privacy information.
Published 04/14/23
– How can a company not disclose a takeover bid? – Why is BHP advertising on TV? – Is there a case for Bear ETFs? – How do I stop falling in love with my companies? – If you had to buy an Aussie bank, which would you choose? See omnystudio.com/listener for privacy information.
Published 04/08/23
– Rates on hold... for now – Governor Lowe lays it out – OPEC is exporting inflation – The case for a Big Australia – Will AI make us all redundant? See omnystudio.com/listener for privacy information.
Published 04/07/23
-- Can’t I be a fundamental investor and use charts? -- Does the ETF unit price matter for DRPs? -- What are the best investing habits? -- How can we measure sentiment? -- How to evaluate management? -- Should we have 5-year electoral terms? -- I’m a property investor: where’s the flaw in my plan? -- Is Bitcoin now the ‘new gold’? See omnystudio.com/listener for privacy information.
Published 04/01/23
-- Inflation -- too high, and wonderfully low -- Economy on the brink… of recovery or collapse? -- ACTU wants higher wages -- The cost of unintended consequences -- How did Elon get it so wrong? See omnystudio.com/listener for privacy information.
Published 03/31/23
-- What to do with $100,000? -- Should I rebalance my ETFs? -- How can others get it so wrong? -- Is my portfolio too concentrated? -- What if ETF providers get too big? -- Are conglomerates a good thing? See omnystudio.com/listener for privacy information.
Published 03/25/23
-- Should we bail from these LICs? -- Can I avoid CGT from ETFs? -- Don't sell... transfer! -- How many companies are too many? -- How do I maximise after-tax returns? -- How low should I keep my fees? -- Should I bet on Pointsbet? See omnystudio.com/listener for privacy information.
Published 03/18/23
Scott and Andrew discuss the SVB collapse, why it happened, what we could -- or should -- change, and whether we need to fear what might come next. See omnystudio.com/listener for privacy information.
Published 03/17/23
Have I found some free money? How do I start doing research on a new company? How should I focus my investment research? Should we give first home buyers a tax break? Aren't there more benefits to owning a home? How should I think about mergers and acquisitions? See omnystudio.com/listener for privacy information.
Published 03/11/23