Podcast Episodes
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Have shares become decoupled from the real economy? June 7, 2024
Season 1 Episode 765
– The economy bumps along the bottom
– Why per-capita GDP matters
– Will Stage 3 be spent or saved?
– Have shares become decoupled from the real e…
1 year, 10 months ago
Mailbag: incl. The best way to set up for retirement? June 2, 2024
Season 1 Episode 764
– Is this really dollar cost averaging?
– Thanks for the live event!
– Are there any good ‘quality’-based ETFs?
– Lessons from Boeing’s problems? …
1 year, 10 months ago
Could AI be as big as the Industrial Revolution? May 31, 2024
Season 1 Episode 763
– The case for lower company taxes?
– Could AI be as big as the Industrial Revolution
– Is the Super cash surge going into reverse?
See omnystudio.…
1 year, 10 months ago
Mailbag: incl. Investing for income. May 26, 2024
Season 1 Episode 762
– A Vanguard stream of consciousness from a listener
– Where can I invest a large sum for income?
– Are takeovers just a series of gotchas?
– If not …
1 year, 10 months ago
Investing in structural shifts. May 24, 2024
Season 1 Episode 761
– Some thoughts on higher education
– The challenges facing housing
– CBA takes $10k off-the-plan deposits
– Why not everything is as it seems in ret…
1 year, 10 months ago
Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024
Season 1 Episode 760
– What’s happening with GameStop 2.0
– I’ve done the PE… what next?
– How does productivity impact investing?
– How much is enough?
See omnystudio.com…
1 year, 10 months ago
Breaking down the Federal Budget. May 17, 2024
Season 1 Episode 759
Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some ke…
1 year, 10 months ago
Mailbag: incl. The Statler & Waldorf edition. May 12, 2024
Season 1 Episode 758
– Does AI make central planning possible?
– I’ve lost conviction, what do I do?
– Why should we fear a property crash?
– Roll over the term deposit, …
1 year, 11 months ago
The best way to run a bank. May 10, 2024
Season 1 Episode 757
– Rates on hold… for now
– The folly of GDP
– Bank profits fall...
– …But buybacks and dividends keep investors happy
– The best way to run a bank
– …
1 year, 11 months ago
Mailbag: incl. The best way to invest for growth. May 5, 2024
Season 1 Episode 756
– Have I got the right growth investments?
– Is the Ex-20 ETF a good option?
– Shouldn’t you sell Fortescue?
– How can I invest for my daughters?
See …
1 year, 11 months ago