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?
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Published 06/03/23
– Inflation jumps
– Phil Lowe tells some hard truths
– Wesfarmers ‘the honeymoon is over’
– Fixing the wages problem
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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?
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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?
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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?
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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?
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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’?
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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'
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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?
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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?
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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?
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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
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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?
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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
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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?
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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
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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?
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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?
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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’?
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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?
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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?
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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?
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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.
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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?
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Published 03/11/23