Podcast Episodes
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Time for a rate cut? August 16, 2024
Season 1 Episode 785
– Rates down in NZ, maybe the US… and here?
– CBA’s $9.84b profit
– Just how are ‘fair prices’ for shares arrived at?
– Seek delivers a loss
See omnys…
1 year, 7 months ago
Mailbag: incl. ‘Be like water’. August 11, 2024
Season 1 Episode 784
– How can good companies thrive in a bad economy?
– Surely it’s time to buy Magellan?
– When should I stop adding to my portfolio?
– I have a valuati…
1 year, 8 months ago
The market takes a wobble. August 9, 2024
Season 1 Episode 783
– What caused the recent market ructions?
– Where is the serious economic policy?
See omnystudio.com/listener for privacy information.
1 year, 8 months ago
Mailbag: incl. Time to back up the ute on Nvidia? August 4, 2024
Season 1 Episode 782
– Should we back up the ute on Nvidia?
– Oi! Bitcoin is a currency, not an investment.
– Did Xero make a mistake cutting staff?
– How can bitcoin mak…
1 year, 8 months ago
The more things change… August 2, 2024
Season 1 Episode 781
– Inflation remains high… what now for rates?
– We’re still in a per capita recession
– 50 year mortgages rear their ugly heads again…
– Losing anoth…
1 year, 8 months ago
Mailbag: incl. What can we learn from the Rich List? July 28, 2024
Season 1 Episode 780
– How do you measure performance?
– Don’t let the numbers mislead you
– Should companies capitalise R&D?
– Is Soul Patts as good as it seems?
– What …
1 year, 8 months ago
Now it’s time to hack the country! July 26, 2024
Season 1 Episode 779
– Last week we talked about becoming a better investor. But how can we improve the country’s financial situation?
See omnystudio.com/listener for priv…
1 year, 8 months ago
Mailbag: incl. What about investing in the regions? July 21, 2024
Season 1 Episode 778
– How about we invest in the regions?
– What about the geopolitics of ‘made in Australia’?
– We could make aluminium here!
– Who makes the money?
– H…
1 year, 8 months ago
Go hack yourself! July 19, 2024
Season 1 Episode 777
– Some healthy financial habits for a healthier, wealthier portfolio
See omnystudio.com/listener for privacy information.
1 year, 8 months ago
Mailbag: incl. What if Ram was king for a day? July 14, 2024
Season 1 Episode 776
– What’s the right valuation metric?
– If Andrew was King for a Day…
– What about Pacific Equity Partners?
– Is it time to buy unlisted assets?
See om…
1 year, 8 months ago