Podcast Episodes
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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…
3 years, 2 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…
3 years, 2 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…
3 years, 2 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…
3 years, 2 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…
3 years, 2 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…
3 years, 2 months ago
Mailbag: incl. Evaluating turnaround investments. July 30, 2023
Season 1 Episode 676
– X marks the spot
– Is housing the biggest moat?
– ‘Defined benefit’ Super?
– How should I benchmark shorter-term investments
– Are my ASX shares th…
3 years, 2 months ago
What to expect this earnings season. July 28, 2023
Season 1 Episode 675
– Scott goes away and the market goes up
– The beauty of the donut van in Berry
– What to expect this earnings season
– Target and K-mart to merge?
…
3 years, 2 months ago
Mailbag: incl. Leaning into the ‘nuance’ of investing. July 23, 2023
Season 1 Episode 674
– Will time catch up with Silicon Valley Bank
– Should Super and non-Super be invested the same
– I wanna be a ‘sophisticated’ investor!
– Can we fix…
3 years, 3 months ago
All about portfolio construction. July 21, 2023
Season 1 Episode 673
Scott and Andrew dive into the often-challenging world of portfolio construction.
See omnystudio.com/listener for privacy information.
3 years, 3 months ago