Podcast Episodes
Back to Search
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, 5 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, 5 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, 5 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, 5 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, 6 months ago
The problem with modern-day economics. November 29, 2024
Season 1 Episode 815
– The problem with modern-day economics
– CPI tells a tangled tale.
– The folly of Trump’s tariffs
– Black Friday sales soar… again
See omnystudio…
1 year, 6 months ago
Mailbag: incl. Are the academics right? November 24, 2024
Season 1 Episode 814
– Pros and cons of leveraged ETFs
– What Super option should I choose?
– Does compounding have an upper limit?
– Are the academics right?
See omnyst…
1 year, 6 months ago
Is the Buffett Ratio flashing ‘Sell’? November 22, 2024
Season 1 Episode 813
– Is the Buffett Ratio telling us to sell?
– Will tariffs lead to a market crash?
– The Treasurer is meddling with the Future Fund
– Should the gover…
1 year, 6 months ago
Mailbag: incl. Your list sounds like Uncle Warren’s. November 17, 2024
Season 1 Episode 812
– Hedged or unhedged in Super?
– How much should I keep outside Super?
– Start investing, or save for a house?
– Should I use debt recycling?
– Your …
1 year, 6 months ago
Productivity is finally on the agenda… November 15, 2024
Season 1 Episode 811
– CBA’s flat results
– Elon and Vivek’s new jobs
– Jim Chalmers’ productivity fund
– Betashares is now offering free brokerage
– Andrew takes a (Bitc…
1 year, 6 months ago