Podcast Episodes
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Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
Season 1 Episode 980
– How can I make sure I’m not buying more shares because of ego?
– Why have Gold and Bitcoin diverged?
– How do I respond to the AI threat with ETF…
3 months, 1 week ago
Is the opportunity window for investors closing? February 20, 2026
Season 1 Episode 979
– Is the opportunity window for investors closing?
– A new Opposition… time for new policies?
– Where mining goes, goes the market
– Resources jump… …
3 months, 1 week ago
Mailbag, incl: When is CEO remuneration too high? February 15, 2026
Season 1 Episode 978
– What is the ‘debasement trade’?
– Is there too much money chasing too few assets?
– When is remuneration too high?
– Have you changed your mind on…
3 months, 2 weeks ago
It’s expectations season! February 13, 2026
Season 1 Episode 977
– Are we about to see a change in CGT?
– It’s expectations season
– PR-by-ASX-announcement?
See omnystudio.com/listener for privacy information.
3 months, 2 weeks ago
Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
Season 1 Episode 976
– What about competition in a portfolio?
– How can I keep my winners, but also rebalance my portfolio?
– Why aren’t people borrowing against their ho…
3 months, 3 weeks ago
We’re selling off the family silver… again. February 6, 2026
Season 1 Episode 975
– Rates up… no surprise.
– Gold’s plunge
– I am the Kiss of Death
– Selling off the family silver
See omnystudio.com/listener for privacy informat…
3 months, 3 weeks ago
Mailbag, incl: Is it time to get defensive? February 1, 2026
Season 1 Episode 974
– In which phase of the market cycle does the Small Cap sector generally get the love?
– Is it time to get defensive?
– Should I hold Bitcoin directl…
3 months, 4 weeks ago
Is there an AI ‘employment ice age’ coming? January 30, 2026
Season 1 Episode 973
– Inflation surges
– Gold soars, Australian dollar soars. And the US dollar is sinking.
– An “employment ice age is coming”, according to some.
See om…
4 months ago
Mailbag, incl: What is going on in Japan? January 25, 2026
Season 1 Episode 972
– Ethical investing and the sleep-at-night test
– Notes from a loyal listener
– What on earth should we make of Japan?
– What about doubling the GST …
4 months ago
Is it our turn to try tariffs? January 23, 2026
Season 1 Episode 971
– Where is confession season?
– Valuations are high, but many have fallen?
– Is it our turn to try tariffs?
See omnystudio.com/listener for privacy in…
4 months, 1 week ago