Podcast Episodes
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Mailbag: incl. Should I go with Private Equity? September 24, 2023
Season 1 Episode 692
– What about Private Equity?
– What is the Asset Turnover Ratio?
– Are Millennials destined to be the most affluent?
– How much is too much?
– How sh…
3 years, 1 month ago
When the market hates you... September 22, 2023
Season 1 Episode 691
- ECB says rate rises are over
- Michelle Bullock takes over at the RBA
- The magic of money
- Staying long term when the market hates you
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3 years, 1 month ago
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…
3 years, 1 month 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
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3 years, 1 month 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…
3 years, 1 month 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
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3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 2 months ago