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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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?  See omnystudio.com/listener for privacy information.
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.  See omnystudio.com/listener for privacy information.
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?  See omnystudio.com/listener for privacy information.
Published 12/09/23
– Rates on hold, and GDP disappoints  – Vale, Charlie Munger  – Predictably useless predictions  – Soul Patts bids for a fund manager  See omnystudio.com/listener for privacy information.
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?  See omnystudio.com/listener for privacy information.
Published 12/02/23
– The ‘hawkish’ RBA  – Super for housing… again?  – Australian Super goes active  – What you can learn by running a business  See omnystudio.com/listener for privacy information.
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?   See omnystudio.com/listener for privacy information.
Published 11/25/23
Inflation becomes domestic What’s really driving inflation? Optus CEO walks the plank ANZ's misguided work from home policy See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
Published 10/28/23
-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem   See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
Published 10/07/23