Episodes
– Separating hype from reality
– More (non)-advice for Miss B from Katamatite
– Are you sure a DCF works if a company pays a dividend?
– How does debt improve the return on equity?
– Do I really need to sell a hedged ETF?
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Published 12/30/23
– ‘Pfoof’ the property market for me
– Why raise the Super preservation age?
– Isn’t the CAPE ratio too high?
– Robo-advisors vs ETFs
– How frequently should I dollar-cost-average?
– Isn’t investing overseas too onerous?
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Published 12/29/23
– How can I avoid US withholding tax?
– Should I pay off the mortgage or invest the money?
– How do you put culture in a spreadsheet?
– How should I think about ETF diversification?
– How much debt is too much?
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Published 12/23/23
– The 12 days of Podcast Christmas
– Is a recession on the way?
– It’s a good year for Super…
– …and retail Super ‘closes the gap’?
– Chemist Warehouse… winner or loser?
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Published 12/22/23
– I’ve moved to a Wrap account. Am I wrong?
– Should I use a debt-recycling strategy?
– Explaining franking credits to a six-year old
– Why did Ram start Strawman?
– Why does my 30-year mortgage fluctuate?
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Published 12/16/23
Charlie Munger, one half of the investing world's most iconic partnership, died recently. Scott and Andrew reflect on some of the gems he left behind.
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Published 12/15/23
– Will the future look like the past?
– Should I stop adding to my largest investments?
– How much is too much?
– How much Bitcoin should I own?
– Which shares to sell to buy a house?
– Time to sell US shares?
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Published 12/09/23
– Rates on hold, and GDP disappoints
– Vale, Charlie Munger
– Predictably useless predictions
– Soul Patts bids for a fund manager
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Published 12/08/23
– Ways to be a better seller
– Here’s to the Boomers
– What about building wealth as a single?
– Rant more!
– What’s the right way to calculate a dividend yield?
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Published 12/02/23
– The ‘hawkish’ RBA
– Super for housing… again?
– Australian Super goes active
– What you can learn by running a business
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Published 12/01/23
Can I afford to retire in 15 years?
Who are these ‘nominee’ shareholders?
Go West, young man (and woman)!
What about bonds?
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Published 11/25/23
Inflation becomes domestic
What’s really driving inflation?
Optus CEO walks the plank
ANZ's misguided work from home policy
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Published 11/24/23
– Finally, a Bitcoin question
– Should I trim a big winner?
– How do I apply a margin of safety?
– Isn’t the economy a figment of our imagination?
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Published 11/18/23
– The end of the beginning or the beginning of the end?
– The market seems to know…
– Another bank, another huge profit
– The value of a brand
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Published 11/17/23
– How does balance sheet strength factor into valuation?
– Invest inside or outside Super?
– Should we invest in childcare centres?
– UK investing ideas
– What about Lithium?
– Should we worry about the rise of ETFs?
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Published 11/11/23
– Pain for Optus customers... and the business
– Interest rates heading higher... unless the government acts
– The hidden opportunities in a slowing economy
– The anti-Nudge
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Published 11/10/23
– Is it a good time to be in cash?
– Does a company have a moat if I hate paying?
– Is this a better tech ETF?
– Is there nuance to precious metal strategies?
– What’s the role of positive interest rates?
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Published 11/04/23
– Rates on a knife edge
– The risk of economic pain is growing
– The good, bad and ugly of acquisitions
– Small caps getting smashed?
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Published 11/03/23
– Shouldn’t I just copy Warren Buffett
– Help me with Acronym Alphabet Soup
– Stop messing with our coppers!
– The case for a UBI
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Published 10/28/23
-- Inflation and interest rates
-- ‘Read the room, Michele’
-- The difference between good and bad debt
-- The trillion dollar problem
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Published 10/27/23
– How much NASDAQ 100 should I hold?
– Hedged or unhedged ETFs?
– What criteria is most important for investors?
– Is taxing Super just inheritance tax by stealth?
– Which ETFs should I buy?
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Published 10/21/23
– Why doesn’t the market care about Israel and Palestine?
– Why buy small caps?
– Two companies Ram owns
– Whitehaven to buy BHP's coal assets
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Published 10/20/23
– When will you guys be on Bluey?
– What’s with the ‘chicken littles’?
– What’s all the fuss about bonds?
– Investing in a higher-rate world
– How to assess a company that’s made lots of acquisitions?
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Published 10/14/23
– Another ‘black swan’ for markets
– When share prices get out of control…
– IMF gives us a tough report card
– Is Ram really buying a house?
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Published 10/13/23
– What is the E in the P/E ratio
– Should I let my daughter buy Qantas?
– 5 questions before buying a stock?
– Should I buy an ETF while I look for better ideas?
– How do I consider US investing given the AUD?
– What about a three-company portfolio?
– Buying stocks using only one criterion?
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Published 10/07/23