Podcast Episodes
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Mailbag: incl. Improving returns before retirement. September 3, 2023
Season 1 Episode 686
– How can I improve my returns?
– Should I sell and buy back, just for psychological reasons?
– How can a company be cashflow positive and report a l…
2 years, 7 months ago
In praise of great management. September 1, 2023
Season 1 Episode 685
– Looking back at earnings season
– What's up with huge swings in share prices
– In praise of great management
– What’s going on with Resmed?
– ASX’s…
2 years, 7 months ago
Mailbag: incl. How many banks should I own? August 27, 2023
Season 1 Episode 684
– How much bank exposure should I have?
– What could go wrong with the banks?
– How much stock do you place in an audit report?
– How to pick stocks …
2 years, 7 months ago
Retail's ups and downs. August 25, 2023
Season 1 Episode 683
– The inefficient market
– Stop trying to be too clever
– Retail woes / Scentre soars
– Do Westpac’s results give us a glimpse of the future?
See omny…
2 years, 7 months ago
Mailbag: incl. Someone I trust is selling. August 20, 2023
Season 1 Episode 682
– What should I do when a trusted investor is selling?
– What about the tax on bank interest?
– Can I use the ASX’s P/E to decide when to invest?
– W…
2 years, 7 months ago
What next for the economy? August 18, 2023
Season 1 Episode 681
– Chinese deflation… now what?
– Transurban bounces back
– Telstra’s profit soars
– A(nother) new housing policy. Sort of.
See omnystudio.com/listener…
2 years, 7 months ago
Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023
Season 1 Episode 680
– The (questionable) lessons from wheatgrass
– Won’t rates go back to 15%?
– How do I stay the course?
– What about short-sellers
– Lessons from lose…
2 years, 7 months ago
How much bank profit is too much? August 11, 2023
Season 1 Episode 679
– CBA makes how much?
– Public policy goes nuts
– Berkshire hits an all-time high
– WeWork on life-support
See omnystudio.com/listener for privacy inf…
2 years, 8 months ago
Mailbag: incl. Evaluating turnaround investments. August 6, 2023
Season 1 Episode 678
– The case for investing in Australian residential property
– Until I can pay my taxes with Bitcoin, I’m out…
– Bitcoin doesn’t scale
– How should…
2 years, 8 months ago
The last rate hike? August 4, 2023
Season 1 Episode 677
– The last rate hike?
– Fitch downgrades US credit… does it matter?
– Big writedowns for BWP
– Is business right on tax reform?
See omnystudio.com…
2 years, 8 months ago