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