Podcast Episodes

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Mailbag: incl. Investing in an accelerating world. May 21, 2023
Mailbag: incl. Investing in an accelerating world. May 21, 2023

Season 1 Episode 656

– Does the pace of change make stock picking impossible?

– Is now the right time to buy a house?

– What about a leveraged ETF?

– What about a supply …

2 years, 10 months ago

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How does an investor respond to ongoing inflation? May 19, 2023
How does an investor respond to ongoing inflation? May 19, 2023

Season 1 Episode 655

– Is the US going to default?

– How to invest in an inflationary world

– ChatGPT moves into funds management?

– What’s the role of corporate activism…

2 years, 10 months ago

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Mailbag: incl. What, exactly, is consensus? May 14, 2023
Mailbag: incl. What, exactly, is consensus? May 14, 2023

Season 1 Episode 654

– What’s Strawman? 

– How to deal with CGT with takeovers? 

– How important is keeping track of performance? 

– What about the medicinal marijuana in…

2 years, 10 months ago

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Our budget verdict. May 12, 2023
Our budget verdict. May 12, 2023

Season 1 Episode 653

– Verdict on the Federal Budget 

– What could it mean for rates? 

– More tech staff layoffs 

– The highlights of 'Woodstock for Capitalists' 

See omny…

2 years, 10 months ago

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Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023
Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023

Season 1 Episode 652

– Why do shares fall when rates rise? 

– How can you buy permanently expensive stocks? 

– What ETF might replace Super? 

– Why don’t companies pay di…

2 years, 11 months ago

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Rates up, and another bank failure. May 5, 2023
Rates up, and another bank failure. May 5, 2023

Season 1 Episode 651

– Rates, cigs up 

– The political commentary is ever more unhelpful 

– US rates, too, and Powell flags a recession 

– Who is responsible for unemploy…

2 years, 11 months ago

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Mailbag: incl. The hardest question about housing. April 30, 2023
Mailbag: incl. The hardest question about housing. April 30, 2023

Season 1 Episode 650

– The hardest question about housing

– Forget the RBA, what about the pollies?

– What to do with big losses?

– Is low liquidity really a problem?

– W…

2 years, 11 months ago

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Why markets should be like soccer. April 28, 2023
Why markets should be like soccer. April 28, 2023

Season 1 Episode 649

– Inflation falls to 7%

– The case against office real estate

– … and second-tier retail

– Is a rental freeze a good idea?

– Why markets should be li…

2 years, 11 months ago

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Mailbag: incl. Should I trade options for income? April 23, 2023
Mailbag: incl. Should I trade options for income? April 23, 2023

Season 1 Episode 648

– Invest, or put money in the offset?

– Does anything beat Soul Patts?

– What happens when the US dollar is no longer the reserve currency?

– Should …

2 years, 11 months ago

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The end of banking as we know it? April 21, 2023
The end of banking as we know it? April 21, 2023

Season 1 Episode 647

– UK inflation… a preview for Australia?

– A new board for the RBA?

– Should we reindex CGT?

– ApplePay launching a high interest savings account

See …

2 years, 11 months ago

Short Long
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