Podcast Episodes
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Mailbag, incl: What metrics should government use? June 28, 2026
Season 1 Episode 1017
– What metrics should government use?
– Shouldn’t we criticise a broken promise?
– Can we have a campfire rant?
– Is there enough upside to invest, r…
3 months, 2 weeks ago
When are founder-CEOs no longer necessary? June 26, 2026
Season 1 Episode 1016
– Inflation is… stuck
– Will house prices fall?
– When are founder-CEOs no longer needed?
See omnystudio.com/listener for privacy information.
3 months, 2 weeks ago
Mailbag, incl: Can borrowing for shares close the gap to property? June 21, 2026
Season 1 Episode 1015
– Does borrowing on shares close the gap to leveraged property?
– Should we take away pollies’ perks if they break promises?
– Does the tax system …
3 months, 3 weeks ago
A tipping point for retail in Australia?. June 19, 2026
Season 1 Episode 1014
– Is a Trillionaire really a bad person?
– The end of hostilities in Iran… we hope
– A tipping point for retail in Australia?
See omnystudio.com/liste…
3 months, 3 weeks ago
Mailbag, incl: How should Australia’s Sovereign Wealth Fund invest? June 14, 2026
Season 1 Episode 1013
– How should Australia’s Sovereign Wealth Fund invest?
– Should public transport be ‘free’?
– How should we evaluate debt levels of different compa…
4 months ago
SpaceX ready for launch. June 12, 2026
Season 1 Episode 1012
– SpaceX ready for launch
– Job cuts: AI, Southern Cross and Woolies
– Can AI bring us one-hour workweeks?
See omnystudio.com/listener for privacy inf…
4 months ago
Mailbag, incl: Can we stop the intergenerational hate? June 7, 2026
Season 1 Episode 1011
– Is the PEG Ratio valid?
– What do I do when management breaks my investment thesis?
– Please stop saying we can’t make a difference on national s…
4 months, 1 week ago
GDP, monetary policy and the status quo effect. June 5, 2026
Season 1 Episode 1010
– GDP growth slows
– Why the RBA got what it wanted… and others aren’t happy
– The status quo effect needs to be challenged
See omnystudio.com/listene…
4 months, 1 week ago
Mailbag, incl: Give us some optimism? May 31, 2026
Season 1 Episode 1009
– Is the NASDAQ diversified enough? Are the FAANG stocks?
– Give us some optimism
– How can we have a sovereign wealth fund if we’re in debt?
See o…
4 months, 2 weeks ago
The compound power of combination. May 29, 2026
Season 1 Episode 1008
– EVs and innovation
– (Yet another) reason not to try to time the market
– The compound power of combination
– Why ‘adoption’ wins
See omnystudio…
4 months, 2 weeks ago