Episodes
– What will the index look like in decades to come?
– Are the banks in trouble?
– Why get rid of negative gearing?
– What parts of our economy are tied to housing?
See omnystudio.com/listener for privacy information.
Published 06/15/24
– The US economy is too strong for rate cuts...
– ... And ANZ pushes out it's Australian forecasts
– How to be antifragile in an uncertain world
– We consider IPOs, including GYG, Virgin and Canva
See omnystudio.com/listener for privacy information.
Published 06/14/24
– What’s your FIRE number?
– Your ‘Future Made in Australia’ rant was bad!
– Why do US ETF prices move when the US market is closed?
– Isn’t a geared ETF a no-brainer?
– What’s the role of thematic ETFs?
– Sell the lot and buy the NASDAQ?
– Have you seen the Super fund advertising spending?
See omnystudio.com/listener for privacy information.
Published 06/08/24
– The economy bumps along the bottom
– Why per-capita GDP matters
– Will Stage 3 be spent or saved?
– Have shares become decoupled from the real economy?
See omnystudio.com/listener for privacy information.
Published 06/07/24
– Is this really dollar cost averaging?
– Thanks for the live event!
– Are there any good ‘quality’-based ETFs?
– Lessons from Boeing’s problems?
– Dividends or growth for retirement?
– Give Bitcoin more time!
See omnystudio.com/listener for privacy information.
Published 06/01/24
– The case for lower company taxes?
– Could AI be as big as the Industrial Revolution
– Is the Super cash surge going into reverse?
See omnystudio.com/listener for privacy information.
Published 05/31/24
– A Vanguard stream of consciousness from a listener
– Where can I invest a large sum for income?
– Are takeovers just a series of gotchas?
– If not now, when to buy the banks?
– In praise of context and meaning
– Should I care if a company issues more shares?
See omnystudio.com/listener for privacy information.
Published 05/25/24
– Some thoughts on higher education
– The challenges facing housing
– CBA takes $10k off-the-plan deposits
– Why not everything is as it seems in retail
– Investing in structural shifts
See omnystudio.com/listener for privacy information.
Published 05/24/24
– What’s happening with GameStop 2.0
– I’ve done the PE… what next?
– How does productivity impact investing?
– How much is enough?
See omnystudio.com/listener for privacy information.
Published 05/18/24
Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.
See omnystudio.com/listener for privacy information.
Published 05/17/24
– Does AI make central planning possible?
– I’ve lost conviction, what do I do?
– Why should we fear a property crash?
– Roll over the term deposit, or buy shares?
– I can sell everything to pay off the mortgage. Should I?
– How do I think about selling to buy a house?
See omnystudio.com/listener for privacy information.
Published 05/11/24
– Rates on hold… for now
– The folly of GDP
– Bank profits fall...
– …But buybacks and dividends keep investors happy
– The best way to run a bank
– Company culture? Try shareholder culture
See omnystudio.com/listener for privacy information.
Published 05/10/24
– Have I got the right growth investments?
– Is the Ex-20 ETF a good option?
– Shouldn’t you sell Fortescue?
– How can I invest for my daughters?
See omnystudio.com/listener for privacy information.
Published 05/04/24
– Warren Hogan says rates could rise three times this year
– Retail sales fall
– Bonza fails
– BHP makes a pitch for Anglo American
– The best way to allocate capital
See omnystudio.com/listener for privacy information.
Published 05/03/24
– Do ETFs smoothe out volatility?
– Should I bite my tongue and just buy a property?
– Should I use margin lending? What should I expect?
– Stage 3 is bad… but less bad than the alternative!
– Get your gender language straight, Scott!
See omnystudio.com/listener for privacy information.
Published 04/27/24
– The risk of a stimulatory budget
– Unpacking the cost of deficits
– Investing well in a time of inflation
– Is ROE really a good measure of profitability
– The hidden wrinkle of ESG investing
See omnystudio.com/listener for privacy information.
Published 04/26/24
– Is there an opportunity if risk doesn’t equal return?
– How do I identify risk, and buy anyway?
– How much cash should I hold?
– AI: buy the tech? Or the customers?
– Will Bitcoin end up impacting exchange rates?
– The price has doubled. Should the company keep buying back shares?
See omnystudio.com/listener for privacy information.
Published 04/20/24
– To SMSF or not SMSF?
– Who should have life insurance?
– An ASX 'Dividend Aristocrat' in waiting
See omnystudio.com/listener for privacy information.
Published 04/19/24
– How do you define core, growth and speculative?
– Is intrinsic value possible to calculate? And is it worthwhile?
– Should I mirror my personal portfolio inside Super?
– How should I help my kids invest?
– Hey Scott… here’s what YIMBY is about
– Why not borrow against the house?
See omnystudio.com/listener for privacy information.
Published 04/13/24
– US inflation jumps
– CBA’s $1.7b 'free kick'
– Maybe banks should make more money?
– Protectionism: The new competition…
See omnystudio.com/listener for privacy information.
Published 04/12/24
– Why don’t more people know or care about shares?
– The value of discipline and living within your means
– What does it mean when shares are suspended?
– Is Super the biggest fraud being perpetrated today?
– Is ‘high risk’ the right strategy?
– Are ‘Magnificent Seven’ investors timing the market?
See omnystudio.com/listener for privacy information.
Published 04/06/24
– A wrap on our first MFM Live
– Stocks AND Gold rise
– Beware inequality
– When will we pay the bills?
– The Opposition gets in on the Supermarket bashing
See omnystudio.com/listener for privacy information.
Published 04/05/24
– What is Strawman?
– Advice for a 15-year old?
– Choose only between these two companies?
– When does the ASX issue a 'please explain'?
– I would like some forecasts, please...
– Should I add some small companies to my ETF portfolio?
– What's going on with bonds?
– How can I track European stocks?
– A Motley Fool / Strawman ETF?
– Can governments help fix inflation?
See omnystudio.com/listener for privacy information.
Published 03/30/24
– Unemployment falls, hard...
– ... but inflation doesn't budge
– Armaguard on the brink and the future of cash
– What mergers and demergers can tell us (and what they can't)
See omnystudio.com/listener for privacy information.
Published 03/29/24
– How much do I need to start investing?
– Why does Scott hate Bitcoin?
– How can I evaluate company acquisitions?
– What do you want to know?
– Should I put my property proceeds into an index to cover my rent?
– Does dollar-cost averaging work in reverse?
– Do you have skin in the game?
See omnystudio.com/listener for privacy information.
Published 03/23/24