Podcast Episodes
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Mailbag: incl. The challenge of selling, well. September 17, 2023
Season 1 Episode 690
- Hang on, what is an ETF exactly?
- Tell me more about selling?
- How many stocks is right for a portfolio?
- Isn't Ram doing the same thing with Bi…
2 years, 8 months ago
A millionaire says the quiet bit out loud. September 15, 2023
Season 1 Episode 689
- Great news on unemployment
- Qantas loses another battle
- The average fund makes what?
- A millionaire says the quiet bit out loud
See omnystudio.c…
2 years, 8 months ago
Mailbag: incl. The kids are alright! September 10, 2023
Season 1 Episode 688
-- Advice for the kids from Katamatite
-- What’s wrong with buybacks?
-- Market crash: cheap or quality?
-- 4 day work week: I’m unconvinced
-- Globa…
2 years, 8 months ago
The economy is sputtering September 8, 2023
Season 1 Episode 687
-- An argument on rates
-- GDP causes concern
-- The role of mental models
-- Qantas cauterises the wound
-- Fortescue bleeds executives
See omnystudi…
2 years, 8 months ago
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, 8 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, 8 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, 9 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, 9 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, 9 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, 9 months ago