Podcast Episodes
Back to Search
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…
2 years 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…
2 years 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, …
2 years 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
– …
2 years 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 …
2 years ago
Could rates really rise three time? May 3, 2024
Season 1 Episode 755
– Warren Hogan says rates could rise three times this year
– Retail sales fall
– Bonza fails
– BHP makes a pitch for Anglo American
– The best way to…
2 years ago
Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024
Season 1 Episode 754
– Do ETFs smoothe out volatility?
– Should I bite my tongue and just buy a property?
– Should I use margin lending? What should I expect?
– Stage 3 i…
2 years, 1 month ago
When will we pay the bills? April 26, 2024
Season 1 Episode 753
– The risk of a stimulatory budget
– Unpacking the cost of deficits
– Investing well in a time of inflation
– Is ROE really a good measure of profita…
2 years, 1 month ago
Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024
Season 1 Episode 752
– Is there an opportunity if risk doesn’t equal return?
– How do I identify risk, and buy anyway?
– How much cash should I hold?
– AI: buy the tec…
2 years, 1 month ago
Considering (or have) an SMSF? Listen to this. April 19, 2024
Season 1 Episode 751
– To SMSF or not SMSF?
– Who should have life insurance?
– An ASX 'Dividend Aristocrat' in waiting
See omnystudio.com/listener for privacy informat…
2 years, 1 month ago