Podcast Episodes
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How little we learned from COVID. March 13, 2026
Season 1 Episode 985
– Oil and volatility. Shortages and stockpiles
– Atlassian cuts 1600 jobs
– Allegra Spender’s great contribution on tax
– How can a fertiliser plant …
4 weeks ago
Mailbag, incl: The pros and cons of an interest-only mortgage? March 8, 2026
Season 1 Episode 984
– The pros and cons of an interest only mortgage?
– How do I think about international investing in the face of a higher dollar?
– What happens to my…
1 month ago
Responding to the SaaSpocalypse. March 6, 2026
Season 1 Episode 983
– Responding to the SaaSpocalypse
– Surprisingly good GDP numbers
– The risks of a higher oil price… and the costs
See omnystudio.com/listener for pri…
1 month ago
Mailbag, incl: Is government really to blame for inflation? March 1, 2026
Season 1 Episode 982
– Inflation from government deficits or home loans?
– A case against a Big Australia?
– How do I track the fundamental thesis when prices are volatil…
1 month, 1 week ago
The AI shockwaves are big and being felt. February 27, 2026
Season 11 Episode 981
– Inflation still way too high
– Bouquets for earnings season
– Is WiseTech a view of the future?
See omnystudio.com/listener for privacy information.
1 month, 2 weeks ago
Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
Season 1 Episode 980
– How can I make sure I’m not buying more shares because of ego?
– Why have Gold and Bitcoin diverged?
– How do I respond to the AI threat with ETF…
1 month, 2 weeks ago
Is the opportunity window for investors closing? February 20, 2026
Season 1 Episode 979
– Is the opportunity window for investors closing?
– A new Opposition… time for new policies?
– Where mining goes, goes the market
– Resources jump… …
1 month, 3 weeks ago
Mailbag, incl: When is CEO remuneration too high? February 15, 2026
Season 1 Episode 978
– What is the ‘debasement trade’?
– Is there too much money chasing too few assets?
– When is remuneration too high?
– Have you changed your mind on…
1 month, 3 weeks ago
It’s expectations season! February 13, 2026
Season 1 Episode 977
– Are we about to see a change in CGT?
– It’s expectations season
– PR-by-ASX-announcement?
See omnystudio.com/listener for privacy information.
1 month, 4 weeks ago
Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
Season 1 Episode 976
– What about competition in a portfolio?
– How can I keep my winners, but also rebalance my portfolio?
– Why aren’t people borrowing against their ho…
2 months ago