Podcast Episodes
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Mailbag: incl. What's Andrew's retirement plan? February 19, 2023
Season 1 Episode 630
– What’s Andrew’s retirement plan?
– What happens if inflation stays at 5%
– Should I ignore ROE, ROA and ROIC?
– Who are governments borrowing all t…
3 years, 3 months ago
Lowe debates high rates. February 17, 2023
Season 1 Episode 629
-- Governor Lowe gives his testimony
-- CBA’s bumper profit… and shares fall 5.7%
-- Milkrun lays off more staff
-- Taking account of the long run
--…
3 years, 3 months ago
Mailbag: incl. What do do when winners get too big? February 12, 2023
Season 1 Episode 628
– What about high yield ETFs– How can you value an ETF?
– Can you have too much in Super?
– Should I reweight my portfolio?
– Should I sell the VDHG ETF…
3 years, 3 months ago
Rates, inflation and wages. Make it make sense! February 10, 2023
Season 1 Episode 627
-- Rates up
-- Where is fiscal policy?
-- Inflation continues its march… what about wages?
-- We’re not going to have a recession… are we?
See omnystu…
3 years, 3 months ago
Mailbag: incl. War of the acronyms. February 5, 2023
Season 1 Episode 626
-- ETFs vs LICs
-- How much money should we have in the rainy-day fund?
-- What do private equity investors know that we don’t?
-- What are CDIs?
-- …
3 years, 3 months ago
Many CEOs are terrible at their most important task! February 3, 2023
Season 1 Episode 625
-- Best January… ever?
-- Tech comes roaring back.
-- US pumps rates… markets roar.
-- Capital allocation… so important, so rarely done well.
-- A re…
3 years, 3 months ago
Mailbag: incl. Regrets, we've had a few! January 29, 2023
Season 1 Episode 624
– What about Metcash?
– A better sharemarket game?
– Should I go to company AGMs
– Is ‘scuttlebutt’ investing dead?
– Do you regret not buying minin…
3 years, 4 months ago
Did the RBA really say we should take a pay cut? January 27, 2023
Season 1 Episode 623
-- Rates in focus with inflation on the up
-- Property slump slows... for good?
-- The RBA Governor wants us to take a pay cut?
-- Tech layoffs conti…
3 years, 4 months ago
Mailbag: incl. Who are the shonks in finance? January 22, 2023
Season 1 Episode 622
– Why don’t we have cheap, long term fixed mortgages?
– Who are the shonks in finance?
– What about cash?
– I inherited a wrap. Now what?
– How do I …
3 years, 4 months ago
Revenge spending... here to stay? January 20, 2023
Season 1 Episode 621
-- Measuring your investment performance
-- Market’s up 6.5%
-- China’s slowing down and population reverses…
-- Revenge spending spurs retail shares…
3 years, 4 months ago