Podcast Episodes
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Mailbag: incl. What happens when Buffett goes? March 5, 2023
Season 1 Episode 634
– Why has the S&P 500 done so well recently?
– Have we seen the last quantum leap?
– What happens when Warren Buffett goes?
– Phil Lowe gets how much…
3 years, 7 months ago
A tale of property woe. March 3, 2023
Season 1 Episode 633
-- The awful state of the rental market
-- GDP & CPI… and rates?
-- Changes to Super
-- Macquarie joins the home loan fight-
- Gerry Harvey is unusua…
3 years, 7 months ago
Mailbag: incl. Will the ATO come looking for me? February 26, 2023
Season 1 Episode 632
-- How can we fix Super?
-- Are DRP shares less valuable?
-- Will the ATO come looking for me?
-- Crypto exchanges crashed… what about shares?
-- Whe…
3 years, 8 months ago
Domino's gets sliced and Qantas flies high. February 24, 2023
Season 1 Episode 631
-- Domino’s gets sliced by the market
-- Qantas makes $1.4b… thanks to the taxpayer?
-- Are the banks and supermarkets profiteering?
-- Two businesse…
3 years, 8 months ago
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, 8 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, 8 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, 8 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, 8 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, 8 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, 8 months ago