Podcast Episodes
Back to SearchSkill Compensation
Season 7 Episode 2
TK’s back to talk about: "Santa Claus" rallies, a Pulled pork on Resimac RMC, and using an ATR stop loss. In our club episode, we're also talking a…
2 years, 2 months ago
Happy 2024!
Season 7 Episode 1
On our first show of 2024, I’m covering how the market and our portfolio ended 2023, adding GEM back to a portfolio, TK has a pulled pork on COF, and…
2 years, 2 months ago
Depressive Realism
Season 6 Episode 52
On our last episode for 2023, I’m flying solo, but I do have a pre-recorded pulled pork from TK on ERD, and I’m also talking about the sudden falls l…
2 years, 3 months ago
Happy ASXMAS
Season 6 Episode 51
On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core…
2 years, 3 months ago
Turducken
Season 6 Episode 50
On this episode we’re discussing Charlie Munger, pulled pork on ING, and if QAV is based on momentum and minimizing losses. In the club edition only:…
2 years, 3 months ago
Farewell Charlie / Ryan’s Analysis
Season 6 Episode 49
On this week's episode, I do a farewell to the late, great Charlie Munger, and in the Club episode, TK takes us through the analysis he and Ryan did …
2 years, 3 months ago
Management Quality
Season 6 Episode 48
This week we're talking about how we assess management quality, how to invest if you have a lumpy income, a pulled pork on MMS, and (only in the Club…
2 years, 4 months ago
The BRHG
Season 6 Episode 47
This week in the free episode we’re talking about how immigration is driving inflation, last week’s drama with KAR and NTD, how Oil briefly became a …
2 years, 4 months ago
One Trick Pony
Season 6 Episode 46
This episode: Australian income drops, Munger says we need to buy tech stocks, Pulled Pork on CVL. Club edition only: ASX historical average 13.2%, I…
2 years, 4 months ago
Punch Drunk
Season 6 Episode 45
ASX making us feel punch drunk; QAN revolt; MQG profit drop; pulled pork SSM; Club edition only: JHG delisting; Light Sells analysis; new survey on …
2 years, 4 months ago