Episodes

  • Productivity is finally on the agenda… November 15, 2024
    Nov 15 2024

    – CBA’s flat results

    – Elon and Vivek’s new jobs

    – Jim Chalmers’ productivity fund

    – Betashares is now offering free brokerage

    – Andrew takes a (Bitcoin) victory lap

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 25 mins
  • Mailbag: incl. The perils of low P/Es. November 10, 2024
    Nov 9 2024

    – How can I tell if a share is overvalued?

    – I have a lump sum… do I drip it into the market?

    – Does foreign investment mean money is leaving the country?

    – My son loves seeing his companies in the street!

    – The perils of low P/Es

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 10 mins
  • In the wake of the US election… November 8, 2024
    Nov 8 2024

    – An old/new US President

    – RBA’s rates call

    – The importance of management… again.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 11 mins
  • Mailbag: incl. Where does the debt come from? November 3, 2024
    Nov 2 2024

    – I disagree on negative gearing

    – Would an ETF beat property, over time?

    – How to best invest for the kids?

    – What’s the best investing app?

    – Where does the debt come from?

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 29 mins
  • The beauty of the ‘affinity play’. November 1, 2024
    Nov 1 2024

    – The beauty of the ‘affinity play’

    – Growth… or a moat?

    – Navigating US election uncertainty

    – Median house prices soar… again.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 12 mins
  • Mailbag: incl. Did I just find free money? October 27, 2024
    Oct 26 2024

    – How do I invest a lump sum payment?

    – Can governments get out from under the pile of debt?

    – Time for longer electoral terms

    – Do we need a recession?

    – Did I just find free money?

    – How do I start an investment diary?

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 17 mins
  • Shock! Banks call for a reduction of the lending buffer. October 25, 2024
    Oct 25 2024

    – The pros and cons of Founder CEOs

    – Qantas flies to an all-time high

    – Coles and Woolies say suppliers are responsible for price increases

    – Shock! Banks call for reduction of the lending buffer

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 14 mins
  • Mailbag: incl. The bear case for Bitcoin. Sort of. October 20, 2024
    Oct 19 2024

    – The bear case for Bitcoin

    – Shouldn’t we wait for ETFs to fall before investing?

    – Help me make sense of bank share buybacks!

    – I’m going to buy new ETFs. Should I sell the old ones?

    – Global or just US ETFs for international diversification?

    – What US ETF is best for me?

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    1 hr and 23 mins