Podcast Episodes
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New Year, New Investment Thesis? January 3, 2025
Season 1 Episode 825
If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scot…
1 year, 3 months ago
Mailbag: incl. Can I buy milk with Bitcoin? December 29, 2024
Season 1 Episode 824
– No, volatility really is risk!
– Stock brokers are inviting me to gamble!
– How do you keep up with it all?
– What about a UBI?
– How do you find d…
1 year, 3 months ago
So… where does that leave us? December 27, 2024
Season 1 Episode 823
We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back…
1 year, 3 months ago
Mailbag: incl. Are bank shares just a Ponzi? December 22, 2024
Season 1 Episode 822
– If Bitcoin is infinitely divisible, how much is it really worth?
– Could shares be better represented as digital tokens?
– Are bank shares a Ponzi …
1 year, 3 months ago
The challenges for the Australian economy in 2025. December 20, 2024
Season 1 Episode 821
– Why competition and productivity policies matter
– US rate cuts… and the market and Aussie dollar tank
– The challenges of MYEFO
See omnystudio.…
1 year, 3 months ago
Mailbag: incl. How can we find takeover targets? December 15, 2024
Season 1 Episode 820
– Am I really cut out for stock-picking?
– How do I best structure my portfolio for retirement?
– What about sequence risk?
– How can we find takeove…
1 year, 3 months ago
Gaming, interest rates… and coffee? December 13, 2024
Season 1 Episode 819
– The impressive (and insidious) economics of gaming
– Rates on hold, but cuts on the horizon
– US inflation rises after rates are cut
– Coffee’s up……
1 year, 3 months ago
Mailbag: incl. Are ETFs just fancy CDOs? December 8, 2024
Season 1 Episode 818
– What is a ‘custody’ fee?
– Keeping track of Bitcoin CGT?
– Can Bitcoin become the global reserve currency?
– Isn’t an ETF just a fancy CDO?
See om…
1 year, 4 months ago
Why productivity is so hard to deliver. December 6, 2024
Season 1 Episode 817
– Dissecting GDP and retail sales
– The challenge of productivity
– A 40 year mortgage? No thanks!
See omnystudio.com/listener for privacy informati…
1 year, 4 months ago
Mailbag: incl. A new geopolitical reality? December 1, 2024
Season 1 Episode 816
– Why has renewable energy investing gone so badly?
– How do I choose a US broker?
– Should I just follow your picks?
– How can I find out more about…
1 year, 4 months ago