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Motley Fool Money
This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what
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Season 1
Heading towards a per-capita recession. June 9, 2023
– Rates rise... And more to come? – GDP growth slows and retail sales slump – Investing in a world of second-order thinking
Heading towards a per-capita recession. June 9, 2023
– Rates rise... And more to come? – GDP growth slows and retail sales slump – Investing in a world of second-order thinking
01:05:26
EP661 - S1
9 Jun 23
Mailbag: incl. An opportunity in agriculture? June 4, 2023
– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes?
Mailbag: incl. An opportunity in agriculture? June 4, 2023
– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes?
01:25:54
EP660 - S1
3 Jun 23
Inflation up, and tough love from the Gov. June 2, 2023
– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problem
Inflation up, and tough love from the Gov. June 2, 2023
– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problem
01:19:32
EP659 - S1
2 Jun 23
Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023
– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses?
Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023
– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses?
01:18:03
EP658 - S1
27 May 23
What to do with a lower Aussie dollar. May 26, 2023
– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth?
What to do with a lower Aussie dollar. May 26, 2023
– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth?
01:17:09
EP657 - S1
26 May 23
Mailbag: incl. Investing in an accelerating world. May 21, 2023
– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more?
Mailbag: incl. Investing in an accelerating world. May 21, 2023
– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more?
01:28:04
EP656 - S1
20 May 23
How does an investor respond to ongoing inflation? May 19, 2023
– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism?
How does an investor respond to ongoing inflation? May 19, 2023
– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism?
01:04:47
EP655 - S1
19 May 23
Mailbag: incl. What, exactly, is consensus? May 14, 2023
– What’s Strawman? – How to deal with CGT with takeovers? – How important is keeping track of performance? – What about the medicinal marijuana industry? – What is ‘consensus’?
Mailbag: incl. What, exactly, is consensus? May 14, 2023
– What’s Strawman? – How to deal with CGT with takeovers? – How important is keeping track of performance? – What about the medicinal marijuana industry? – What is ‘consensus’?
01:27:34
EP654 - S1
13 May 23
Our budget verdict. May 12, 2023
– Verdict on the Federal Budget – What could it mean for rates? – More tech staff layoffs – The highlights of 'Woodstock for Capitalists'
Our budget verdict. May 12, 2023
– Verdict on the Federal Budget – What could it mean for rates? – More tech staff layoffs – The highlights of 'Woodstock for Capitalists'
01:20:09
EP653 - S1
12 May 23
Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023
– Why do shares fall when rates rise? – How can you buy permanently expensive stocks? – What ETF might replace Super? – Why don’t companies pay dividends monthly? – Why does the ASX follow the US lead? – Will my franking credits disappear if a company grows overseas? – How can I see if revenue is boosted only by inflation?
Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023
– Why do shares fall when rates rise? – How can you buy permanently expensive stocks? – What ETF might replace Super? – Why don’t companies pay dividends monthly? – Why does the ASX follow the US lead? – Will my franking credits disappear if a company grows overseas? – How can I see if revenue is boosted only by inflation?
01:08:59
EP652 - S1
6 May 23
Rates up, and another bank failure. May 5, 2023
– Rates, cigs up – The political commentary is ever more unhelpful – US rates, too, and Powell flags a recession – Who is responsible for unemployment? – What are the implications of the First Republic collapse?
Rates up, and another bank failure. May 5, 2023
– Rates, cigs up – The political commentary is ever more unhelpful – US rates, too, and Powell flags a recession – Who is responsible for unemployment? – What are the implications of the First Republic collapse?
01:26:43
EP651 - S1
5 May 23
Mailbag: incl. The hardest question about housing. April 30, 2023
– The hardest question about housing – Forget the RBA, what about the pollies? – What to do with big losses? – Is low liquidity really a problem? – What happens when a share joins an index? – Why is gold a big deal? – Who gets the money when the RBA puts rates up?
Mailbag: incl. The hardest question about housing. April 30, 2023
– The hardest question about housing – Forget the RBA, what about the pollies? – What to do with big losses? – Is low liquidity really a problem? – What happens when a share joins an index? – Why is gold a big deal? – Who gets the money when the RBA puts rates up?
01:02:13
EP650 - S1
29 Apr 23
Why markets should be like soccer. April 28, 2023
– Inflation falls to 7% – The case against office real estate – … and second-tier retail – Is a rental freeze a good idea? – Why markets should be like soccer
Why markets should be like soccer. April 28, 2023
– Inflation falls to 7% – The case against office real estate – … and second-tier retail – Is a rental freeze a good idea? – Why markets should be like soccer
01:06:44
EP649 - S1
28 Apr 23
Mailbag: incl. Should I trade options for income? April 23, 2023
– Invest, or put money in the offset? – Does anything beat Soul Patts? – What happens when the US dollar is no longer the reserve currency? – Should I sell covered calls? – Why not just invest through Super?
Mailbag: incl. Should I trade options for income? April 23, 2023
– Invest, or put money in the offset? – Does anything beat Soul Patts? – What happens when the US dollar is no longer the reserve currency? – Should I sell covered calls? – Why not just invest through Super?
51:19
EP648 - S1
22 Apr 23
The end of banking as we know it? April 21, 2023
– UK inflation… a preview for Australia? – A new board for the RBA? – Should we reindex CGT? – ApplePay launching a high interest savings account
The end of banking as we know it? April 21, 2023
– UK inflation… a preview for Australia? – A new board for the RBA? – Should we reindex CGT? – ApplePay launching a high interest savings account
01:16:46
EP647 - S1
21 Apr 23
Mailbag: incl. How's this for a portfolio strategy? April 16, 2023
– How are interest rate settings different in the US? – Should I change my ETF strategy to follow yours? – How should I track my buys and sells? – Can I get ETFs to reinvest my dividends without paying tax? – How's this for a portfolio strategy? – Who's on the other side of my trades?
Mailbag: incl. How's this for a portfolio strategy? April 16, 2023
– How are interest rate settings different in the US? – Should I change my ETF strategy to follow yours? – How should I track my buys and sells? – Can I get ETFs to reinvest my dividends without paying tax? – How's this for a portfolio strategy? – Who's on the other side of my trades?
01:06:28
EP646 - S1
15 Apr 23
Buffett dunks on Bitcoin. April 14, 2023
– The power of probability – Dire forecasts from the IMF – US inflation falls… enough? – Buffett dunks on Bitcoin – ...And Andrew comes to its defence
Buffett dunks on Bitcoin. April 14, 2023
– The power of probability – Dire forecasts from the IMF – US inflation falls… enough? – Buffett dunks on Bitcoin – ...And Andrew comes to its defence
01:15:23
EP645 - S1
14 Apr 23
Mailbag: incl. Love your companies... but not too much. April 9, 2023
– How can a company not disclose a takeover bid? – Why is BHP advertising on TV? – Is there a case for Bear ETFs? – How do I stop falling in love with my companies? – If you had to buy an Aussie bank, which would you choose?
Mailbag: incl. Love your companies... but not too much. April 9, 2023
– How can a company not disclose a takeover bid? – Why is BHP advertising on TV? – Is there a case for Bear ETFs? – How do I stop falling in love with my companies? – If you had to buy an Aussie bank, which would you choose?
01:12:57
EP644 - S1
8 Apr 23
Will AI make us all redundant? April 7, 2023
– Rates on hold... for now – Governor Lowe lays it out – OPEC is exporting inflation – The case for a Big Australia – Will AI make us all redundant?
Will AI make us all redundant? April 7, 2023
– Rates on hold... for now – Governor Lowe lays it out – OPEC is exporting inflation – The case for a Big Australia – Will AI make us all redundant?
01:21:54
EP643 - S1
7 Apr 23
Mailbag: incl. What are the best investing habits? April 2, 2023
-- Can’t I be a fundamental investor and use charts? -- Does the ETF unit price matter for DRPs? -- What are the best investing habits? -- How can we measure sentiment? -- How to evaluate management? -- Should we have 5-year electoral terms? -- I’m a property investor: where’s the flaw in my plan? -- Is Bitcoin now the ‘new gold’?
Mailbag: incl. What are the best investing habits? April 2, 2023
-- Can’t I be a fundamental investor and use charts? -- Does the ETF unit price matter for DRPs? -- What are the best investing habits? -- How can we measure sentiment? -- How to evaluate management? -- Should we have 5-year electoral terms? -- I’m a property investor: where’s the flaw in my plan? -- Is Bitcoin now the ‘new gold’?
01:20:31
EP642 - S1
1 Apr 23
Is the economy on the brink? March 31, 2023
-- Inflation -- too high, and wonderfully low -- Economy on the brink… of recovery or collapse? -- ACTU wants higher wages -- The cost of unintended consequences -- How did Elon get it so wrong?
Is the economy on the brink? March 31, 2023
-- Inflation -- too high, and wonderfully low -- Economy on the brink… of recovery or collapse? -- ACTU wants higher wages -- The cost of unintended consequences -- How did Elon get it so wrong?
01:08:57
EP641 - S1
31 Mar 23
Mailbag: incl. What should I do with $100,000? March 26, 2023
-- What to do with $100,000? -- Should I rebalance my ETFs? -- How can others get it so wrong? -- Is my portfolio too concentrated? -- What if ETF providers get too big? -- Are conglomerates a good thing?
Mailbag: incl. What should I do with $100,000? March 26, 2023
-- What to do with $100,000? -- Should I rebalance my ETFs? -- How can others get it so wrong? -- Is my portfolio too concentrated? -- What if ETF providers get too big? -- Are conglomerates a good thing?
01:07:32
EP640 - S1
25 Mar 23
When is profit a bad thing? March 24, 2023
-- Credit Suisse shareholders get a win -- What about Australian bank hybrids? -- US rates go up, despite the risks -- When is profit a bad thing?
When is profit a bad thing? March 24, 2023
-- Credit Suisse shareholders get a win -- What about Australian bank hybrids? -- US rates go up, despite the risks -- When is profit a bad thing?
01:14:31
EP639 - S1
24 Mar 23
Mailbag: incl. How do I maximise after-tax returns? March 19, 2023
-- Should we bail from these LICs? -- Can I avoid CGT from ETFs? -- Don't sell... transfer! -- How many companies are too many? -- How do I maximise after-tax returns? -- How low should I keep my fees? -- Should I bet on Pointsbet?
Mailbag: incl. How do I maximise after-tax returns? March 19, 2023
-- Should we bail from these LICs? -- Can I avoid CGT from ETFs? -- Don't sell... transfer! -- How many companies are too many? -- How do I maximise after-tax returns? -- How low should I keep my fees? -- Should I bet on Pointsbet?
01:16:04
EP638 - S1
18 Mar 23
Should we fear the aftermath of Silicon Valley Bank? March 17, 2023
Scott and Andrew discuss the SVB collapse, why it happened, what we could -- or should -- change, and whether we need to fear what might come next.
Should we fear the aftermath of Silicon Valley Bank? March 17, 2023
Scott and Andrew discuss the SVB collapse, why it happened, what we could -- or should -- change, and whether we need to fear what might come next.
01:27:53
EP637 - S1
17 Mar 23
Mailbag: incl. Are 'roll ups' a red flag for investors? March 12, 2023
Have I found some free money? How do I start doing research on a new company? How should I focus my investment research? Should we give first home buyers a tax break? Aren't there more benefits to owning a home? How should I think about mergers and acquisitions?
Mailbag: incl. Are 'roll ups' a red flag for investors? March 12, 2023
Have I found some free money? How do I start doing research on a new company? How should I focus my investment research? Should we give first home buyers a tax break? Aren't there more benefits to owning a home? How should I think about mergers and acquisitions?
01:10:34
EP636 - S1
11 Mar 23
An RBA rant, and a missed trick? March 10, 2023
Rates up… but maybe not next month But the US is about to go harder And it might hurt us more than you think A rant about Phil Lowe Myer profit doubles… did we miss a trick?
An RBA rant, and a missed trick? March 10, 2023
Rates up… but maybe not next month But the US is about to go harder And it might hurt us more than you think A rant about Phil Lowe Myer profit doubles… did we miss a trick?
01:11:58
EP635 - S1
10 Mar 23
Mailbag: incl. What happens when Buffett goes? March 5, 2023
– 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? – Career advice from Ram and Scott
Mailbag: incl. What happens when Buffett goes? March 5, 2023
– 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? – Career advice from Ram and Scott
51:09
EP634 - S1
4 Mar 23
A tale of property woe. March 3, 2023
-- The awful state of the rental market -- GDP & CPI… and rates? -- Changes to Super -- Macquarie joins the home loan fight- - Gerry Harvey is unusually forthright
A tale of property woe. March 3, 2023
-- The awful state of the rental market -- GDP & CPI… and rates? -- Changes to Super -- Macquarie joins the home loan fight- - Gerry Harvey is unusually forthright
01:08:05
EP633 - S1
3 Mar 23
Mailbag: incl. Will the ATO come looking for me? February 26, 2023
-- How can we fix Super? -- Are DRP shares less valuable? -- Will the ATO come looking for me? -- Crypto exchanges crashed… what about shares? -- When would you buy bonds?
Mailbag: incl. Will the ATO come looking for me? February 26, 2023
-- How can we fix Super? -- Are DRP shares less valuable? -- Will the ATO come looking for me? -- Crypto exchanges crashed… what about shares? -- When would you buy bonds?
01:00:10
EP632 - S1
25 Feb 23
Domino's gets sliced and Qantas flies high. February 24, 2023
-- Domino’s gets sliced by the market -- Qantas makes $1.4b… thanks to the taxpayer? -- Are the banks and supermarkets profiteering? -- Two businesses profiting despite the macro headwinds
Domino's gets sliced and Qantas flies high. February 24, 2023
-- Domino’s gets sliced by the market -- Qantas makes $1.4b… thanks to the taxpayer? -- Are the banks and supermarkets profiteering? -- Two businesses profiting despite the macro headwinds
01:10:46
EP631 - S1
24 Feb 23
Mailbag: incl. What's Andrew's retirement plan? February 19, 2023
– 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 this debt from? – The downside of structured diversification
Mailbag: incl. What's Andrew's retirement plan? February 19, 2023
– 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 this debt from? – The downside of structured diversification
01:10:07
EP630 - S1
18 Feb 23
Lowe debates high rates. February 17, 2023
-- 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 -- The beauty of wonderful businesses
Lowe debates high rates. February 17, 2023
-- 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 -- The beauty of wonderful businesses
01:15:27
EP629 - S1
17 Feb 23
Mailbag: incl. What do do when winners get too big? February 12, 2023
– 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? – Are DRPs good or bad?
Mailbag: incl. What do do when winners get too big? February 12, 2023
– 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? – Are DRPs good or bad?
01:08:14
EP628 - S1
11 Feb 23
Rates, inflation and wages. Make it make sense! February 10, 2023
-- Rates up -- Where is fiscal policy? -- Inflation continues its march… what about wages? -- We’re not going to have a recession… are we?
Rates, inflation and wages. Make it make sense! February 10, 2023
-- Rates up -- Where is fiscal policy? -- Inflation continues its march… what about wages? -- We’re not going to have a recession… are we?
01:12:14
EP627 - S1
10 Feb 23
Mailbag: incl. War of the acronyms. February 5, 2023
-- 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? -- What’s the minimum I should invest in each company?
Mailbag: incl. War of the acronyms. February 5, 2023
-- 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? -- What’s the minimum I should invest in each company?
48:45
EP626 - S1
4 Feb 23
Many CEOs are terrible at their most important task! February 3, 2023
-- Best January… ever? -- Tech comes roaring back. -- US pumps rates… markets roar. -- Capital allocation… so important, so rarely done well. -- A retail sales conundrum.
Many CEOs are terrible at their most important task! February 3, 2023
-- Best January… ever? -- Tech comes roaring back. -- US pumps rates… markets roar. -- Capital allocation… so important, so rarely done well. -- A retail sales conundrum.
01:01:24
EP625 - S1
3 Feb 23
Mailbag: incl. Regrets, we've had a few! January 29, 2023
– What about Metcash? – A better sharemarket game? – Should I go to company AGMs – Is ‘scuttlebutt’ investing dead? – Do you regret not buying mining stocks?
Mailbag: incl. Regrets, we've had a few! January 29, 2023
– What about Metcash? – A better sharemarket game? – Should I go to company AGMs – Is ‘scuttlebutt’ investing dead? – Do you regret not buying mining stocks?
01:08:08
EP624 - S1
28 Jan 23
Did the RBA really say we should take a pay cut? January 27, 2023
-- 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 continue -- Retail sales continue to rise... for now...
Did the RBA really say we should take a pay cut? January 27, 2023
-- 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 continue -- Retail sales continue to rise... for now...
01:02:43
EP623 - S1
27 Jan 23
Mailbag: incl. Who are the shonks in finance? January 22, 2023
– 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 evaluate small-cap management?
Mailbag: incl. Who are the shonks in finance? January 22, 2023
– 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 evaluate small-cap management?
58:50
EP622 - S1
21 Jan 23
Revenge spending... here to stay? January 20, 2023
-- Measuring your investment performance -- Market’s up 6.5% -- China’s slowing down and population reverses… -- Revenge spending spurs retail shares
Revenge spending... here to stay? January 20, 2023
-- Measuring your investment performance -- Market’s up 6.5% -- China’s slowing down and population reverses… -- Revenge spending spurs retail shares
01:04:19
EP621 - S1
20 Jan 23
Mailbag: Volatility versus retirement. January 15, 2023
-- I'm good with volatility, but what about retirement? -- When to sell a hedged ETF? -- ETFs or a house and garden? -- If we were in charge for a day... -- Is my portfolio structured properly?
Mailbag: Volatility versus retirement. January 15, 2023
-- I'm good with volatility, but what about retirement? -- When to sell a hedged ETF? -- ETFs or a house and garden? -- If we were in charge for a day... -- Is my portfolio structured properly?
01:08:12
EP620 - S1
14 Jan 23
When billionaire bromances break down. January 13, 2022
-- Market starts the year with a bang… or a pop. -- Inflation up… markets up? -- When billionaire bromances break down. -- World Bank expects a recession. -- Outlandish calls for 2023
When billionaire bromances break down. January 13, 2022
-- Market starts the year with a bang… or a pop. -- Inflation up… markets up? -- When billionaire bromances break down. -- World Bank expects a recession. -- Outlandish calls for 2023
01:13:24
EP619 - S1
13 Jan 23
Mailbag: incl. The fallout from the FTX scandal. January 8, 2023
– The fallout from the FTX scandal – Invest in the UK or here? – Australian or International ETFs? – What’s a broad-based ETF?
Mailbag: incl. The fallout from the FTX scandal. January 8, 2023
– The fallout from the FTX scandal – Invest in the UK or here? – Australian or International ETFs? – What’s a broad-based ETF?
57:14
EP618 - S1
7 Jan 23
We let Andrew loose on Bitcoin. January 6, 2023
It's not crypto, goddamnit... It's Bitcoin! Find out why, and have all of your Bitcoin questions answered in this special episode.
We let Andrew loose on Bitcoin. January 6, 2023
It's not crypto, goddamnit... It's Bitcoin! Find out why, and have all of your Bitcoin questions answered in this special episode.
01:13:11
EP617 - S1
6 Jan 23
Mailbag: incl. New Year? New Mailbag! January 1, 2023
What better way to start the new year than with your -- and our -- favourite: the Motley Fool Money mailbag!
Mailbag: incl. New Year? New Mailbag! January 1, 2023
What better way to start the new year than with your -- and our -- favourite: the Motley Fool Money mailbag!
01:11:10
EP616 - S1
31 Dec 22
Looking forward, looking back. December 30, 2022
In our last episode of 2022, we look back at a crazy 'year that was' and think about what 2023 might bring...
Looking forward, looking back. December 30, 2022
In our last episode of 2022, we look back at a crazy 'year that was' and think about what 2023 might bring...
53:50
EP615 - S1
30 Dec 22
Mailbag: incl. Merry Christmas! December 25, 2022
Not even Christmas Day can stop us bringing you our (in?)famous Motley Fool Money mailbag. Merry Christmas, Fools!
Mailbag: incl. Merry Christmas! December 25, 2022
Not even Christmas Day can stop us bringing you our (in?)famous Motley Fool Money mailbag. Merry Christmas, Fools!
01:07:43
EP614 - S1
24 Dec 22
Tackling some big picture questions. December 23, 2022
-- Apple is moving manufacturing home… (jobless onshoring) -- The benefits of 'permanent capital' -- Thinking about the sources of investment returns
Tackling some big picture questions. December 23, 2022
-- Apple is moving manufacturing home… (jobless onshoring) -- The benefits of 'permanent capital' -- Thinking about the sources of investment returns
01:06:07
EP613 - S1
23 Dec 22
Mailbag: incl. Shouldn’t we scrap Super? December 18, 2022
-- Shouldn’t we scrap Super? – Is Telstra good enough? – Am I being too impatient with my limit orders? – Is dividend-investing enough – What about the sharemarket game?
Mailbag: incl. Shouldn’t we scrap Super? December 18, 2022
-- Shouldn’t we scrap Super? – Is Telstra good enough? – Am I being too impatient with my limit orders? – Is dividend-investing enough – What about the sharemarket game?
01:06:09
EP612 - S1
17 Dec 22
The new-new normal that's just like the old normal. December 16, 2022
-- The new-new normal that's just like the old normal -- Inflation down but rates up -- Lowe wants to stay -- The corporate cop catches up with Star
The new-new normal that's just like the old normal. December 16, 2022
-- The new-new normal that's just like the old normal -- Inflation down but rates up -- Lowe wants to stay -- The corporate cop catches up with Star
55:39
EP611 - S1
16 Dec 22
Mailbag: incl. Go easy on Elon! December 11, 2022
-- Go easy on Elon! -- How to think about capital raisings? -- Does the market really look forward? -- Can I invest well in 30 minutes a day? -- Why do people take share price charts seriously? -- What the heck is a ‘high conviction fund’?
Mailbag: incl. Go easy on Elon! December 11, 2022
-- Go easy on Elon! -- How to think about capital raisings? -- Does the market really look forward? -- Can I invest well in 30 minutes a day? -- Why do people take share price charts seriously? -- What the heck is a ‘high conviction fund’?
01:16:13
EP610 - S1
10 Dec 22
Is energy policy going to hurt investment returns? December 9, 2022
-- 8th time lucky, and GDP still strong -- But is the worm starting to turn? -- Banks closing in the bush. -- The challenging problem of energy policy.
Is energy policy going to hurt investment returns? December 9, 2022
-- 8th time lucky, and GDP still strong -- But is the worm starting to turn? -- Banks closing in the bush. -- The challenging problem of energy policy.
53:52
EP609 - S1
9 Dec 22
Mailbag: incl. Maybe deflation is good? December 4, 2022
-- What's the go with the ads? -- What about Blackrock ETFs? -- Why would I negatively gear? -- Use the offset with market falls ahead? -- ETFs for the kids? Or a unit. -- Where should my 15yo daughter invest?
Mailbag: incl. Maybe deflation is good? December 4, 2022
-- What's the go with the ads? -- What about Blackrock ETFs? -- Why would I negatively gear? -- Use the offset with market falls ahead? -- ETFs for the kids? Or a unit. -- Where should my 15yo daughter invest?
01:08:58
EP608 - S1
3 Dec 22
Inflation dips... for good? December 2, 2022
-- Inflation dips... for good? -- Governor Lowe’s apology. -- Time for the Santa Rally… right? -- Elon: Public enemy number one? -- Understating risk... Or missing the upside. -- Sex sells… but great investments can be boring as hell
Inflation dips... for good? December 2, 2022
-- Inflation dips... for good? -- Governor Lowe’s apology. -- Time for the Santa Rally… right? -- Elon: Public enemy number one? -- Understating risk... Or missing the upside. -- Sex sells… but great investments can be boring as hell
01:09:02
EP607 - S1
2 Dec 22
Mailbag: incl. Maybe deflation is good? November 27, 2022
-- Isn't inflation good for us? -- Do 'real' returns really matter? -- US dollars or US tech. Or neither? -- Can I consolidate my share registries? -- What's a 'Target Price'? -- Short or long term Term Deposits?
Mailbag: incl. Maybe deflation is good? November 27, 2022
-- Isn't inflation good for us? -- Do 'real' returns really matter? -- US dollars or US tech. Or neither? -- Can I consolidate my share registries? -- What's a 'Target Price'? -- Short or long term Term Deposits?
01:12:19
EP606 - S1
26 Nov 22
Scott ties himself in knots on macro. November 25, 2022
-- The new, old, role of macroeconomics -- NZ buckles up for pain -- In defence of the RBA
Scott ties himself in knots on macro. November 25, 2022
-- The new, old, role of macroeconomics -- NZ buckles up for pain -- In defence of the RBA
01:08:10
EP605 - S1
25 Nov 22
Mailbag: incl. Is all this growth for nothing? November 20, 2022
-- How can CBA offer so little interest on savings? -- What if all this growth is for nothing? -- What about Brambles? -- Setting up an ETF portfolio for retirement. -- How do we think about when to invest overseas?
Mailbag: incl. Is all this growth for nothing? November 20, 2022
-- How can CBA offer so little interest on savings? -- What if all this growth is for nothing? -- What about Brambles? -- Setting up an ETF portfolio for retirement. -- How do we think about when to invest overseas?
01:09:29
EP604 - S1
19 Nov 22
As FTX implodes, where to next for crypto? November 18, 2022
-- The end of FTX. -- The folly of lotto. -- Still want to borrow to buy shares? -- Deliveroo shuts down Australian operations. -- ASX kills its blockchain project.
As FTX implodes, where to next for crypto? November 18, 2022
-- The end of FTX. -- The folly of lotto. -- Still want to borrow to buy shares? -- Deliveroo shuts down Australian operations. -- ASX kills its blockchain project.
01:10:45
EP603 - S1
18 Nov 22
Mailbag: incl. How to make money in a down market? November 13, 2022
-- As rates go up, should I leave money in the offset? -- When to buy tech shares? -- What's a Bitcoin 'miner'? -- I love dividends. What about the S&P 500? -- Should I rebalance my portfolio? -- How can I whittle down the list of companies to invest in? -- Will the rise of ETFs harm returns for the rest of us?
Mailbag: incl. How to make money in a down market? November 13, 2022
-- As rates go up, should I leave money in the offset? -- When to buy tech shares? -- What's a Bitcoin 'miner'? -- I love dividends. What about the S&P 500? -- Should I rebalance my portfolio? -- How can I whittle down the list of companies to invest in? -- Will the rise of ETFs harm returns for the rest of us?
01:09:34
EP602 - S1
12 Nov 22
Where to next for the economy? November 11, 2022
-- The role of innovation -- Sentiment vs Spending -- Berkshire Hathaway is worth more than Tesla!?!? -- Crypto exchanges crash -- What bank profits tell us
Where to next for the economy? November 11, 2022
-- The role of innovation -- Sentiment vs Spending -- Berkshire Hathaway is worth more than Tesla!?!? -- Crypto exchanges crash -- What bank profits tell us
01:11:58
EP601 - S1
11 Nov 22
Mailbag: incl. How to make money in a down market? November 6, 2022
-- Isn't the Nasdaq ETF a biased bet? -- How to make money in a down market? -- Do US-based ASX-listed ETFs account for currency movements? -- Borrow against my home equity? -- Do better than 'stay the course' -- How to factor in cyber-security?
Mailbag: incl. How to make money in a down market? November 6, 2022
-- Isn't the Nasdaq ETF a biased bet? -- How to make money in a down market? -- Do US-based ASX-listed ETFs account for currency movements? -- Borrow against my home equity? -- Do better than 'stay the course' -- How to factor in cyber-security?
01:02:19
EP600 - S1
5 Nov 22
I just bought Tesla… November 4, 2022
-- Rates up – and in the US, too -- Food inflation accelerating -- Climate on the agenda… again? Still? -- The end of the ‘sophisticated investor’? -- I just bought Tesla…
I just bought Tesla… November 4, 2022
-- Rates up – and in the US, too -- Food inflation accelerating -- Climate on the agenda… again? Still? -- The end of the ‘sophisticated investor’? -- I just bought Tesla…
58:23
EP599 - S1
4 Nov 22
Mailbag: incl. Rebalancing out of bonds. October 30, 2022
-- How to rebalance out of bonds? -- Borrowing to start building a share portfolio? -- Is borrowing worth it at all? -- How to prepare a portfolio for retirement -- Which one is HG? -- Does dividend stability matter
Mailbag: incl. Rebalancing out of bonds. October 30, 2022
-- How to rebalance out of bonds? -- Borrowing to start building a share portfolio? -- Is borrowing worth it at all? -- How to prepare a portfolio for retirement -- Which one is HG? -- Does dividend stability matter
01:07:06
EP598 - S1
29 Oct 22
Reflections on a tough Budget and tougher inflation. October 28, 2022
-- A 'nip and tuck' Budget -- Treasury's forecasts looking shaky, after less than 24 hours -- The scourge of inflation and higher rates on the way -- How to invest in a time of cyber-attacks? -- Capital allocation and paying up for talent at coal companies
Reflections on a tough Budget and tougher inflation. October 28, 2022
-- A 'nip and tuck' Budget -- Treasury's forecasts looking shaky, after less than 24 hours -- The scourge of inflation and higher rates on the way -- How to invest in a time of cyber-attacks? -- Capital allocation and paying up for talent at coal companies
01:10:19
EP597 - S1
28 Oct 22
Mailbag: incl. The Roy & HG of Investing. October 23, 2022
-- A rant / question about private schooling -- Is Soul Patts safe enough as an ETF alternative? -- Should I panic and sell? -- What happens when I give shares to my kids? -- What growth metrics should I look for? -- The Roy & HG of Investing! (and a question)
Mailbag: incl. The Roy & HG of Investing. October 23, 2022
-- A rant / question about private schooling -- Is Soul Patts safe enough as an ETF alternative? -- Should I panic and sell? -- What happens when I give shares to my kids? -- What growth metrics should I look for? -- The Roy & HG of Investing! (and a question)
01:03:32
EP596 - S1
22 Oct 22
The power of investing in small caps. October 21, 2022
-- A change afoot among investors -- When the macro does and doesn't matter -- Are falling house prices a good thing? -- The power of investing in small caps
The power of investing in small caps. October 21, 2022
-- A change afoot among investors -- When the macro does and doesn't matter -- Are falling house prices a good thing? -- The power of investing in small caps
01:11:00
EP595 - S1
21 Oct 22
Mailbag: incl. The downside of working from home? October 16, 2022
-- Won't WFH lead to more offshoring of jobs? -- Where do I get good investing data? -- Stock smackdown: Brickworks or Soul Patts? -- Should we invest in Africa? -- Different P/Es? -- Aren't we overpaying for brokerage? -- How do I get over regret?
Mailbag: incl. The downside of working from home? October 16, 2022
-- Won't WFH lead to more offshoring of jobs? -- Where do I get good investing data? -- Stock smackdown: Brickworks or Soul Patts? -- Should we invest in Africa? -- Different P/Es? -- Aren't we overpaying for brokerage? -- How do I get over regret?
01:13:26
EP594 - S1
15 Oct 22
When does confidence become hubris? October 14, 2022
-- An open letter to the US Fed -- How to make sense of AGM season -- Myer asks Solly Lew to play nice -- Some land tax parallels for investors -- Dubber cops a drubbing
When does confidence become hubris? October 14, 2022
-- An open letter to the US Fed -- How to make sense of AGM season -- Myer asks Solly Lew to play nice -- Some land tax parallels for investors -- Dubber cops a drubbing
56:17
EP593 - S1
14 Oct 22
Mailbag: incl. Is hedging a lose-lose? October 9, 2022
-- Oh dear... a Bitcoin question :) -- Investing in Australia... from New Zealand -- Does MOAT have a moat? -- Investing for a 15yr old-- How risky are REITs? -- The benefits -- and costs -- of volatility protection
Mailbag: incl. Is hedging a lose-lose? October 9, 2022
-- Oh dear... a Bitcoin question :) -- Investing in Australia... from New Zealand -- Does MOAT have a moat? -- Investing for a 15yr old-- How risky are REITs? -- The benefits -- and costs -- of volatility protection
59:33
EP592 - S1
8 Oct 22
How much power does the RBA really have? October 7, 2022
-- Rates up… but by less than expected -- The pros and cons of the latest increase -- How smaller rate increases could lead to higher inflation -- More volatility… but this time the good kind!
How much power does the RBA really have? October 7, 2022
-- Rates up… but by less than expected -- The pros and cons of the latest increase -- How smaller rate increases could lead to higher inflation -- More volatility… but this time the good kind!
01:06:07
EP591 - S1
7 Oct 22
Mailbag: incl. Is corporate debt a four-letter word? October 2, 2022
-- A good broker for ETFs? -- A vote for patriotism -- What should we do with forecasts of doom? -- Time to pay attention to currency? -- An appropriate international ETF and benchmark? -- Is debt a four-letter word for ASX companies?
Mailbag: incl. Is corporate debt a four-letter word? October 2, 2022
-- A good broker for ETFs? -- A vote for patriotism -- What should we do with forecasts of doom? -- Time to pay attention to currency? -- An appropriate international ETF and benchmark? -- Is debt a four-letter word for ASX companies?
01:08:06
EP590 - S1
1 Oct 22
Is a crash on the way? September 30, 2022
-- A famous name predicts a big crash ahead -- The UK government... brave or crazy? -- Retail sales up... more headaches for the RBA -- The growing risk of cybersecurity -- AGL pushes ESG back to the forefront for investors
Is a crash on the way? September 30, 2022
-- A famous name predicts a big crash ahead -- The UK government... brave or crazy? -- Retail sales up... more headaches for the RBA -- The growing risk of cybersecurity -- AGL pushes ESG back to the forefront for investors
01:08:09
EP589 - S1
30 Sep 22
Mailbag: incl. Why pick stocks? September 25, 2022
-- If we're all getting the average, why pick stocks? -- Endowment warrants? -- ETFs - which broker? -- I have trouble selling!
Mailbag: incl. Why pick stocks? September 25, 2022
-- If we're all getting the average, why pick stocks? -- Endowment warrants? -- ETFs - which broker? -- I have trouble selling!
56:53
EP588 - S1
24 Sep 22
Will working from home kill your career? September 23, 2022
-- Rates up... everywhere? -- The Treasurer's balancing act -- Working from home will kill your career? -- Twiggy's $9b debt
Will working from home kill your career? September 23, 2022
-- Rates up... everywhere? -- The Treasurer's balancing act -- Working from home will kill your career? -- Twiggy's $9b debt
59:51
EP587 - S1
23 Sep 22
Mailbag: incl. Rates are rising... invest, or pay off the mortgage? September 18, 2022
-- Why would a loss-making company buy back shares? -- Is 'blocking and muting' the Twitter equivalent of short-selling? -- Vanguard's High Growth Diversified ETF? -- Rates are rising... invest, or pay off the mortgage?
Mailbag: incl. Rates are rising... invest, or pay off the mortgage? September 18, 2022
-- Why would a loss-making company buy back shares? -- Is 'blocking and muting' the Twitter equivalent of short-selling? -- Vanguard's High Growth Diversified ETF? -- Rates are rising... invest, or pay off the mortgage?
58:16
EP586 - S1
17 Sep 22
Why inflation could be here to stay. September 16, 2022
-- Investing in the world as it is -- Another day, more volatility -- Why inflation might be here to stay
Why inflation could be here to stay. September 16, 2022
-- Investing in the world as it is -- Another day, more volatility -- Why inflation might be here to stay
01:20:44
EP585 - S1
16 Sep 22
Mailbag: incl. Are you sure price follows value? September 11, 2022
-- Are you sure price follows value? -- Accounting for share splits -- Buying or renting in a 'build to rent' unit? -- The future is unknowable!- - Getting to grips with buying for the dividend
Mailbag: incl. Are you sure price follows value? September 11, 2022
-- Are you sure price follows value? -- Accounting for share splits -- Buying or renting in a 'build to rent' unit? -- The future is unknowable!- - Getting to grips with buying for the dividend
01:06:35
EP584 - S1
10 Sep 22
The business of the metaverse. September 9, 2022
-- The immense value creation of technology -- The business of the metaverse -- Rates -- and GDP -- up! -- NAB is going to pay up in the war for talent
The business of the metaverse. September 9, 2022
-- The immense value creation of technology -- The business of the metaverse -- Rates -- and GDP -- up! -- NAB is going to pay up in the war for talent
01:02:01
EP583 - S1
9 Sep 22
Mailbag: incl. The beauty of dollar cost averaging. September 4, 2022
– Getting to grips with TAM – Investing in Fortescue’s capital-F future – What do you really think about financial advice? – The beauty of dollar cost averaging – I’ve done well… am I just lucky?
Mailbag: incl. The beauty of dollar cost averaging. September 4, 2022
– Getting to grips with TAM – Investing in Fortescue’s capital-F future – What do you really think about financial advice? – The beauty of dollar cost averaging – I’ve done well… am I just lucky?
01:19:28
EP582 - S1
3 Sep 22
The return of the two-speed economy? September 2, 2022
-- Reflections on earnings season -- The Fed... does what it said it would! -- What slowdown? Retail sales soar -- Is financial advice going back to the dark ages?
The return of the two-speed economy? September 2, 2022
-- Reflections on earnings season -- The Fed... does what it said it would! -- What slowdown? Retail sales soar -- Is financial advice going back to the dark ages?
01:08:33
EP581 - S1
2 Sep 22
Mailbag: incl. Income or total return? August 28, 2022
-- Do I get better value if I wait for the dividend? -- Factoring currency into investment decisions -- Investing for income or total return? -- The simple beauty of ETFs -- What are the tax implications of a demerger? -- Lessons from a volatile 18 months
Mailbag: incl. Income or total return? August 28, 2022
-- Do I get better value if I wait for the dividend? -- Factoring currency into investment decisions -- Investing for income or total return? -- The simple beauty of ETFs -- What are the tax implications of a demerger? -- Lessons from a volatile 18 months
01:07:48
EP580 - S1
27 Aug 22
Earnings bouquets and brickbats. August 26, 2022
-- Nearmap’s takeover -- good value, or too hasty? -- Coles delivers, but warns of worse to come -- Qantas posts a loss… and is doing a buyback? -- Welcome candour from a couple of companies -- Domino’s boss says inflation will ease… -- Retail on the nose; and -- A(nother) Super debacle
Earnings bouquets and brickbats. August 26, 2022
-- Nearmap’s takeover -- good value, or too hasty? -- Coles delivers, but warns of worse to come -- Qantas posts a loss… and is doing a buyback? -- Welcome candour from a couple of companies -- Domino’s boss says inflation will ease… -- Retail on the nose; and -- A(nother) Super debacle
59:59
EP579 - S1
26 Aug 22
Mailbag: incl. Should I use Super as my 'core' investments? August 21, 2022
-- How to dollar cost average with smaller amounts? -- Am I holding too much cash? -- Selling growth shares... CGT-free in pension phase! -- Using home equity to build a share portfolio? -- Another alternative to interest rates? -- Tell me why you didn't like ZipCo? -- What should I do when my portfolio is unbalanced? -- Should I use Super as the core of my investing?
Mailbag: incl. Should I use Super as my 'core' investments? August 21, 2022
-- How to dollar cost average with smaller amounts? -- Am I holding too much cash? -- Selling growth shares... CGT-free in pension phase! -- Using home equity to build a share portfolio? -- Another alternative to interest rates? -- Tell me why you didn't like ZipCo? -- What should I do when my portfolio is unbalanced? -- Should I use Super as the core of my investing?
01:10:55
EP578 - S1
20 Aug 22
Were we wrong about BHP? August 19, 2022
-- Earnings season continues apace -- More economic uncertainty -- Were we wrong about BHP? -- Is retail too cheap to ignore?
Were we wrong about BHP? August 19, 2022
-- Earnings season continues apace -- More economic uncertainty -- Were we wrong about BHP? -- Is retail too cheap to ignore?
59:29
EP577 - S1
19 Aug 22
Mailbag: incl. An ASX ETF or Balanced Super? August 14, 2022
-- An ASX ETF or should I put my money in Super? -- What if we used Superannuation contributions rather than interest rates? -- How should I invest for my daughter?
Mailbag: incl. An ASX ETF or Balanced Super? August 14, 2022
-- An ASX ETF or should I put my money in Super? -- What if we used Superannuation contributions rather than interest rates? -- How should I invest for my daughter?
01:11:14
EP576 - S1
13 Aug 22
Earnings season hits full swing. August 12, 2022
-- Have we seen the peak for inflation? -- BHP bids $8.4b for Oz Minerals -- Earnings season in full swing: CBA, NAB, News, REA, Telstra -- And speaking of Telstra…; plus: -- It's Vanguard Index Chart Day!
Earnings season hits full swing. August 12, 2022
-- Have we seen the peak for inflation? -- BHP bids $8.4b for Oz Minerals -- Earnings season in full swing: CBA, NAB, News, REA, Telstra -- And speaking of Telstra…; plus: -- It's Vanguard Index Chart Day!
55:05
EP575 - S1
12 Aug 22
Mailbag: incl. How much will I have when I retire? August 7, 2022
– How much will I have at retirement? – How to structure a portfolio for retirement? – Suggestion for investing for kids! – Time to cut ties with my adviser? – How do I convince others that I’m right
Mailbag: incl. How much will I have when I retire? August 7, 2022
– How much will I have at retirement? – How to structure a portfolio for retirement? – Suggestion for investing for kids! – Time to cut ties with my adviser? – How do I convince others that I’m right
01:10:24
EP574 - S1
6 Aug 22
Our earnings season tips. August 5, 2022
-- Rates up… what's next for the economy? -- China gets aggressive on Taiwan -- How to think about retail shares -- Another 'market timing' miss -- Our earnings season tips
Our earnings season tips. August 5, 2022
-- Rates up… what's next for the economy? -- China gets aggressive on Taiwan -- How to think about retail shares -- Another 'market timing' miss -- Our earnings season tips
01:07:12
EP573 - S1
5 Aug 22
Mailbag: incl. Is volatility killing the opportunity to invest? July 31, 2022
-- How can I overcome confirmation bias? -- How to dollar cost average into shares? -- Is volatility killing the opportunity to invest? -- Why is Andrew called 'Ram'? -- How to educate kids about investing? -- Why the fuss over IPOs? -- When's the right time to switch from ETF to shares?
Mailbag: incl. Is volatility killing the opportunity to invest? July 31, 2022
-- How can I overcome confirmation bias? -- How to dollar cost average into shares? -- Is volatility killing the opportunity to invest? -- Why is Andrew called 'Ram'? -- How to educate kids about investing? -- Why the fuss over IPOs? -- When's the right time to switch from ETF to shares?
01:15:06
EP572 - S1
30 Jul 22
Aren't shares supposed to fall when rates rise? July 29, 2022
-- Inflation soars, and rate increases to come -- Treasurer downgrades economic growth, tips 7% inflation -- Meanwhile, US rates up, market… up? -- Shares soar on the back of cashflows... for some -- Careful what you wish for on ESG…
Aren't shares supposed to fall when rates rise? July 29, 2022
-- Inflation soars, and rate increases to come -- Treasurer downgrades economic growth, tips 7% inflation -- Meanwhile, US rates up, market… up? -- Shares soar on the back of cashflows... for some -- Careful what you wish for on ESG…
54:52
EP571 - S1
29 Jul 22
BONUS: Australian Public Transport's massive tech upgrade with Joseph Garrone
Automatic traffic lights, game changing background software and the technology that's set to drive the public transport future in Australia. Joseph Garrone, System Architect at Tehnika joins host Scott Phillips to offer an insight into how his company helps Aussie public transport function more efficiently, and gets you where you need to go safely and quickly. This episode was made in partnership with Dell Technologies PodFerence; a podcast conference created to share advice and inspiration to support small businesses.
BONUS: Australian Public Transport's massive tech upgrade with Joseph Garrone
Automatic traffic lights, game changing background software and the technology that's set to drive the public transport future in Australia. Joseph Garrone, System Architect at Tehnika joins host Scott Phillips to offer an insight into how his company helps Aussie public transport function more efficiently, and gets you where you need to go safely and quickly. This episode was made in partnership with Dell Technologies PodFerence; a podcast conference created to share advice and inspiration to support small businesses.
25:10
EP570 - S1
26 Jul 22
Mailbag: incl. CSL vs. The US market. July 24, 2022
-- Won't more investors lead to lower returns? -- Thanks for the early drop! -- I agree with Andrew about the internet -- Another perspective on investing and relationships -- A role for managed funds? -- How would you change the Future Fund? -- Why not just maximise Super contributions? -- CSL versus The US Stock Market
Mailbag: incl. CSL vs. The US market. July 24, 2022
-- Won't more investors lead to lower returns? -- Thanks for the early drop! -- I agree with Andrew about the internet -- Another perspective on investing and relationships -- A role for managed funds? -- How would you change the Future Fund? -- Why not just maximise Super contributions? -- CSL versus The US Stock Market
01:12:13
EP569 - S1
23 Jul 22
Turn left... or right? July 22, 2022
-- Rates up and RBA in the government’s sights -- ANZ says rates to go up 2% -- ANZ / Suncorp -- And controversy over the Nutbush
Turn left... or right? July 22, 2022
-- Rates up and RBA in the government’s sights -- ANZ says rates to go up 2% -- ANZ / Suncorp -- And controversy over the Nutbush
01:05:05
EP568 - S1
22 Jul 22
Mailbag: incl. Why buy US shares? July 17, 2022
-- Why would you buy US shares? -- Are the short-sellers taking my returns? -- Should we reconsider stop-losses? -- How should I track my performance? -- What to put in a DCF?
Mailbag: incl. Why buy US shares? July 17, 2022
-- Why would you buy US shares? -- Are the short-sellers taking my returns? -- Should we reconsider stop-losses? -- How should I track my performance? -- What to put in a DCF?
01:11:36
EP567 - S1
16 Jul 22
So. Much. Mail. July 15, 2022
Devoting our regular episode to answering more of your mailbag questions. Like: -- Cathie Wood is a false prophet! -- Should companies hold off on announcements? -- Where can I learn about business? -- Investing with a partner can be hard! -- Time to move on from microinvesting? -- Shouldn’t you have seen this coming?
So. Much. Mail. July 15, 2022
Devoting our regular episode to answering more of your mailbag questions. Like: -- Cathie Wood is a false prophet! -- Should companies hold off on announcements? -- Where can I learn about business? -- Investing with a partner can be hard! -- Time to move on from microinvesting? -- Shouldn’t you have seen this coming?
01:04:00
EP566 - S1
15 Jul 22
Mailbag: incl. Lower stress investment options? July 10, 2022
-- Can you please take opposing views?-- Why doesn’t Buffett invest for income?-- Who is the ‘market crash guy’?-- Are there lower-stress investment options?-- How do I calculate my dividend yield?
Mailbag: incl. Lower stress investment options? July 10, 2022
-- Can you please take opposing views?-- Why doesn’t Buffett invest for income?-- Who is the ‘market crash guy’?-- Are there lower-stress investment options?-- How do I calculate my dividend yield?
01:03:14
EP565 - S1
9 Jul 22
How to analyse a company... with examples. July 8, 2022
Scott and Andrew share two companies they like, and explain how they think about each business.
How to analyse a company... with examples. July 8, 2022
Scott and Andrew share two companies they like, and explain how they think about each business.
01:06:55
EP564 - S1
8 Jul 22
Mailbag: incl. Will the NASDAQ ever recover? July 3, 2022
-- Will the NASDAQ ever recover? -- Why not lever up? -- Are group CHESS accounts risky? -- Why won’t they fix housing?
Mailbag: incl. Will the NASDAQ ever recover? July 3, 2022
-- Will the NASDAQ ever recover? -- Why not lever up? -- Are group CHESS accounts risky? -- Why won’t they fix housing?
53:10
EP563 - S1
2 Jul 22
The one about Bitcoin... July 1, 2022
Andrew has been bugging Scott for this for ages... but also a great chance to get stuck into a fascinating topic!
The one about Bitcoin... July 1, 2022
Andrew has been bugging Scott for this for ages... but also a great chance to get stuck into a fascinating topic!
01:10:32
EP562 - S1
1 Jul 22
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