Podcast Episodes

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Mailbag: incl. An opportunity in agriculture? June 4, 2023
Mailbag: incl. An opportunity in agriculture? June 4, 2023

Season 1 Episode 660

– Is there an opportunity in agriculture?

– What about agtech?

– How should I help my 18yo son?

– Taking the Aussie dollar into account?

– Should we …

2 years, 11 months ago

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Inflation up, and tough love from the Gov. June 2, 2023
Inflation up, and tough love from the Gov. June 2, 2023

Season 1 Episode 659

– Inflation jumps

– Phil Lowe tells some hard truths

– Wesfarmers ‘the honeymoon is over’

– Fixing the wages problem

See omnystudio.com/listener for p…

2 years, 11 months ago

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Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023
Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023

Season 1 Episode 658

– Is it time to rebalance my portfolio?

– What to do with a non-renounceable rights offer?

– The skinny on SMSFs and Industry Super

– Is 'sentiment' …

3 years ago

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What to do with a lower Aussie dollar. May 26, 2023
What to do with a lower Aussie dollar. May 26, 2023

Season 1 Episode 657

– UK inflation falls… a little. Sort of.

– The ugly truth about interest rates

– What to do with a lower Aussie dollar

– What does the Rich List tell…

3 years ago

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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 …

3 years 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…

3 years 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…

3 years 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…

3 years 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…

3 years 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…

3 years ago

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