Episodes
– Isn’t not paying off the mortgage the same as borrowing to buy shares?
– Are investment bonds better than shares, for kids?
– Do ETFs distort the market?
– Do I have my portfolio allocation right?
– Hang around to hear us design a Sovereign Wealth Fund!
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Published 08/31/24
– Inflation comes down… but not enough
– Commercial property feeling the pinch
– Supermarket earnings impress… and annoy some.
– BHP makes $20b… but the future might look different
– Berkshire hits $1 trillion… and the market doesn't get it
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Published 08/30/24
– Why don’t we grasp the concept of progressive tax rates?
– How do I find new ideas?
– Will a US trade war hurt the global economy?
– Why do funds have such a high weighting of Australian shares?
– Is this what it feels like before a big fall?
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Published 08/24/24
– Earnings season wins and losses
– Lessons from share price volatility
– The market is back baby… at least for now
– The newest Vanguard Index Chart is out
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Published 08/23/24
– When did you last change your mind?
– Why list on the ASX?
– Chief Bottlewasher?
– ASX or overseas ETFs?
– Should I invest inside or outside Super?
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Published 08/17/24
– Rates down in NZ, maybe the US… and here?
– CBA’s $9.84b profit
– Just how are ‘fair prices’ for shares arrived at?
– Seek delivers a loss
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Published 08/16/24
– How can good companies thrive in a bad economy?
– Surely it’s time to buy Magellan?
– When should I stop adding to my portfolio?
– I have a valuation challenge for you!
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Published 08/10/24
– What caused the recent market ructions?
– Where is the serious economic policy?
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Published 08/09/24
– Should we back up the ute on Nvidia?
– Oi! Bitcoin is a currency, not an investment.
– Did Xero make a mistake cutting staff?
– How can bitcoin make my pizza cheaper?
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Published 08/03/24
– Inflation remains high… what now for rates?
– We’re still in a per capita recession
– 50 year mortgages rear their ugly heads again…
– Losing another airline is careless
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Published 08/02/24
– How do you measure performance?
– Don’t let the numbers mislead you
– Should companies capitalise R&D?
– Is Soul Patts as good as it seems?
– What can we learn from the Rich List?
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Published 07/27/24
– Last week we talked about becoming a better investor. But how can we improve the country’s financial situation?
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Published 07/26/24
– How about we invest in the regions?
– What about the geopolitics of ‘made in Australia’?
– We could make aluminium here!
– Who makes the money?
– How do I save for my Big Lap?
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Published 07/20/24
– Some healthy financial habits for a healthier, wealthier portfolio
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Published 07/19/24
– What’s the right valuation metric?
– If Andrew was King for a Day…
– What about Pacific Equity Partners?
– Is it time to buy unlisted assets?
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Published 07/13/24
– ‘Meme stocks’. It’s the phrase that describes a social media revolution… and not in a good way. How do you know if you own one… or whether it’s justified excitement?
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Published 07/12/24
– Invest or pay off the mortgage?
– Okay… but where do I start?
– What would you tell your younger self?
– Borrow and contribute to Super?
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Published 07/06/24
– How should investors be thinking about AI? Where are the winners and losers likely to come from… or can we know at all?
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Published 07/05/24
– Is UniSuper safe?
– What about Kogan now?
– Should I diversify into private equity?
– What index should we benchmark against?
– You have to make a choice here!
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Published 06/29/24
– Inflation rises… but maybe temporarily?
– And tax cuts are going to make it worse
– Politics done… well?
– No tax on unrealised gains!
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Published 06/28/24
– Why aren’t you in the top 50 pods?
– Remind me how to invest for kids?
– Gear into shares to leave money for bonds?
– Equal-weighted ETFs?
– Why not Europe?
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Published 06/22/24
– RBA decision: nothing… yet.
– The problem with first-order thinking
– Insolvencies hit all time high
– Turning an investing eye on the energy debate
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Published 06/21/24
– 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?
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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
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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?
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Published 06/08/24