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! See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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! See omnystudio.com/listener for privacy information.
Published 08/10/24
– What caused the recent market ructions? – Where is the serious economic policy? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
Published 07/27/24
– Last week we talked about becoming a better investor. But how can we improve the country’s financial situation? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
Published 07/20/24
– Some healthy financial habits for a healthier, wealthier portfolio See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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! See omnystudio.com/listener for privacy information.
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! See omnystudio.com/listener for privacy information.
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? See omnystudio.com/listener for privacy information.
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 See omnystudio.com/listener for privacy information.
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? 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