Episodes

  • Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024
    May 18 2024

    – 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.

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    1 hr and 22 mins
  • Breaking down the Federal Budget. May 17, 2024
    May 17 2024

    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.

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    1 hr and 28 mins
  • Mailbag: incl. The Statler & Waldorf edition. May 12, 2024
    May 11 2024

    – 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.

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    1 hr and 14 mins
  • The best way to run a bank. May 10, 2024
    May 10 2024

    – 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.

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    1 hr and 27 mins
  • Mailbag: incl. The best way to invest for growth. May 5, 2024
    May 4 2024

    – 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.

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    1 hr and 6 mins
  • Could rates really rise three time? May 3, 2024
    May 3 2024

    – 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.

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    1 hr and 18 mins
  • Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024
    Apr 27 2024

    – 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.

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    1 hr and 14 mins
  • When will we pay the bills? April 26, 2024
    Apr 26 2024

    – 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.

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    1 hr and 14 mins