facebook
twitter
copy link
Motley Fool Money

Motley Fool Money

facebook
twitter
copy link

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

More

#Business

Season 1


Now it’s time to hack the country! July 26, 2024

– Last week we talked about becoming a better investor. But how can we improve the country’s financial situation?

Now it’s time to hack the country! July 26, 2024

– Last week we talked about becoming a better investor. But how can we improve the country’s financial situation?

01:08:00

EP779 - S1

26 Jul 24

Mailbag: incl. What about investing in the regions? July 21, 2024

– How about we invest in the regions? – What about the geopolitics of ‘made in Australia’? – We could make aluminium here! – Who makes the money? – How do I save for my Big Lap?

Mailbag: incl. What about investing in the regions? July 21, 2024

– How about we invest in the regions? – What about the geopolitics of ‘made in Australia’? – We could make aluminium here! – Who makes the money? – How do I save for my Big Lap?

01:13:46

EP778 - S1

20 Jul 24

Go hack yourself! July 19, 2024

– Some healthy financial habits for a healthier, wealthier portfolio

Go hack yourself! July 19, 2024

– Some healthy financial habits for a healthier, wealthier portfolio

01:11:35

EP777 - S1

19 Jul 24

Mailbag: incl. What if Ram was king for a day? July 14, 2024

– What’s the right valuation metric? – If Andrew was King for a Day… – What about Pacific Equity Partners? – Is it time to buy unlisted assets?

Mailbag: incl. What if Ram was king for a day? July 14, 2024

– What’s the right valuation metric? – If Andrew was King for a Day… – What about Pacific Equity Partners? – Is it time to buy unlisted assets?

01:04:35

EP776 - S1

13 Jul 24

How do I know if I own a ‘meme stock’? July 12, 2024

– ‘Meme stocks’. It’s the phrase that describes a social media revolution… and not in a good way. How do you know if you own one… or whether it’s justified excitement?

How do I know if I own a ‘meme stock’? July 12, 2024

– ‘Meme stocks’. It’s the phrase that describes a social media revolution… and not in a good way. How do you know if you own one… or whether it’s justified excitement?

01:08:50

EP775 - S1

12 Jul 24

Mailbag: incl. Invest or pay off the mortgage? July 7, 2024

– Invest or pay off the mortgage? – Okay… but where do I start? – What would you tell your younger self? – Borrow and contribute to Super?

Mailbag: incl. Invest or pay off the mortgage? July 7, 2024

– Invest or pay off the mortgage? – Okay… but where do I start? – What would you tell your younger self? – Borrow and contribute to Super?

01:06:57

EP774 - S1

6 Jul 24

The investor’s guide to Artificial Intelligence. July 5, 2024

– How should investors be thinking about AI? Where are the winners and losers likely to come from… or can we know at all?

The investor’s guide to Artificial Intelligence. July 5, 2024

– How should investors be thinking about AI? Where are the winners and losers likely to come from… or can we know at all?

01:19:56

EP773 - S1

5 Jul 24

Mailbag: incl. Should I invest in private equity? June 30, 2024

– Is UniSuper safe? – What about Kogan now? – Should I diversify into private equity? – What index should we benchmark against? – You have to make a choice here!

Mailbag: incl. Should I invest in private equity? June 30, 2024

– Is UniSuper safe? – What about Kogan now? – Should I diversify into private equity? – What index should we benchmark against? – You have to make a choice here!

01:27:13

EP772 - S1

29 Jun 24

Pollies doing some bad (and good!) things. June 28, 2024

– Inflation rises… but maybe temporarily? – And tax cuts are going to make it worse – Politics done… well? – No tax on unrealised gains!

Pollies doing some bad (and good!) things. June 28, 2024

– Inflation rises… but maybe temporarily? – And tax cuts are going to make it worse – Politics done… well? – No tax on unrealised gains!

01:12:18

EP771 - S1

28 Jun 24

Mailbag: incl. Should I buy equal-weighted ETFs? June 23, 2024

– Why aren’t you in the top 50 pods? – Remind me how to invest for kids? – Gear into shares to leave money for bonds? – Equal-weighted ETFs? – Why not Europe?

Mailbag: incl. Should I buy equal-weighted ETFs? June 23, 2024

– Why aren’t you in the top 50 pods? – Remind me how to invest for kids? – Gear into shares to leave money for bonds? – Equal-weighted ETFs? – Why not Europe?

55:32

EP770 - S1

22 Jun 24

The problem with first order thinking. June 21, 2024

– RBA decision: nothing… yet. – The problem with first-order thinking – Insolvencies hit all time high – Turning an investing eye on the energy debate

The problem with first order thinking. June 21, 2024

– RBA decision: nothing… yet. – The problem with first-order thinking – Insolvencies hit all time high – Turning an investing eye on the energy debate

01:20:44

EP769 - S1

21 Jun 24

Mailbag: incl. Is the index too sleepy to invest in? June 16, 2024

– What will the index look like in decades to come? – Are the banks in trouble? – Why get rid of negative gearing? – What parts of our economy are tied to housing?

Mailbag: incl. Is the index too sleepy to invest in? June 16, 2024

– What will the index look like in decades to come? – Are the banks in trouble? – Why get rid of negative gearing? – What parts of our economy are tied to housing?

01:16:38

EP768 - S1

15 Jun 24

How to be antifragile in an uncertain world. June 14, 2024

– The US economy is too strong for rate cuts... – ... And ANZ pushes out it's Australian forecasts – How to be antifragile in an uncertain world – We consider IPOs, including GYG, Virgin and Canva

How to be antifragile in an uncertain world. June 14, 2024

– The US economy is too strong for rate cuts... – ... And ANZ pushes out it's Australian forecasts – How to be antifragile in an uncertain world – We consider IPOs, including GYG, Virgin and Canva

01:12:36

EP767 - S1

14 Jun 24

Mailbag: incl. What's your FIRE number? June 9, 2024

– What’s your FIRE number?  – Your ‘Future Made in Australia’ rant was bad!  – Why do US ETF prices move when the US market is closed?  – Isn’t a geared ETF a no-brainer?  – What’s the role of thematic ETFs?  – Sell the lot and buy the NASDAQ?  – Have you seen the Super fund advertising spending? 

Mailbag: incl. What's your FIRE number? June 9, 2024

– What’s your FIRE number?  – Your ‘Future Made in Australia’ rant was bad!  – Why do US ETF prices move when the US market is closed?  – Isn’t a geared ETF a no-brainer?  – What’s the role of thematic ETFs?  – Sell the lot and buy the NASDAQ?  – Have you seen the Super fund advertising spending? 

01:09:46

EP766 - S1

8 Jun 24

Have shares become decoupled from the real economy? June 7, 2024

– The economy bumps along the bottom  – Why per-capita GDP matters  – Will Stage 3 be spent or saved?  – Have shares become decoupled from the real economy? 

Have shares become decoupled from the real economy? June 7, 2024

– The economy bumps along the bottom  – Why per-capita GDP matters  – Will Stage 3 be spent or saved?  – Have shares become decoupled from the real economy? 

01:18:41

EP765 - S1

7 Jun 24

Mailbag: incl. The best way to set up for retirement? June 2, 2024

– Is this really dollar cost averaging?  – Thanks for the live event!  – Are there any good ‘quality’-based ETFs?  – Lessons from Boeing’s problems?  – Dividends or growth for retirement?  – Give Bitcoin more time! 

Mailbag: incl. The best way to set up for retirement? June 2, 2024

– Is this really dollar cost averaging?  – Thanks for the live event!  – Are there any good ‘quality’-based ETFs?  – Lessons from Boeing’s problems?  – Dividends or growth for retirement?  – Give Bitcoin more time! 

01:16:46

EP764 - S1

1 Jun 24

Could AI be as big as the Industrial Revolution? May 31, 2024

– The case for lower company taxes?  – Could AI be as big as the Industrial Revolution  – Is the Super cash surge going into reverse? 

Could AI be as big as the Industrial Revolution? May 31, 2024

– The case for lower company taxes?  – Could AI be as big as the Industrial Revolution  – Is the Super cash surge going into reverse? 

01:18:04

EP763 - S1

31 May 24

Mailbag: incl. Investing for income. May 26, 2024

– A Vanguard stream of consciousness from a listener – Where can I invest a large sum for income? – Are takeovers just a series of gotchas? – If not now, when to buy the banks? – In praise of context and meaning – Should I care if a company issues more shares?

Mailbag: incl. Investing for income. May 26, 2024

– A Vanguard stream of consciousness from a listener – Where can I invest a large sum for income? – Are takeovers just a series of gotchas? – If not now, when to buy the banks? – In praise of context and meaning – Should I care if a company issues more shares?

01:18:22

EP762 - S1

25 May 24

Investing in structural shifts. May 24, 2024

– Some thoughts on higher education – The challenges facing housing – CBA takes $10k off-the-plan deposits – Why not everything is as it seems in retail – Investing in structural shifts

Investing in structural shifts. May 24, 2024

– Some thoughts on higher education – The challenges facing housing – CBA takes $10k off-the-plan deposits – Why not everything is as it seems in retail – Investing in structural shifts

01:31:16

EP761 - S1

24 May 24

Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024

– What’s happening with GameStop 2.0 – I’ve done the PE… what next? – How does productivity impact investing? – How much is enough?

Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024

– What’s happening with GameStop 2.0 – I’ve done the PE… what next? – How does productivity impact investing? – How much is enough?

01:21:45

EP760 - S1

18 May 24

Breaking down the Federal Budget. May 17, 2024

Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.

Breaking down the Federal Budget. May 17, 2024

Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.

01:28:15

EP759 - S1

17 May 24

Mailbag: incl. The Statler & Waldorf edition. May 12, 2024

– Does AI make central planning possible? – I’ve lost conviction, what do I do? – Why should we fear a property crash? – Roll over the term deposit, or buy shares? – I can sell everything to pay off the mortgage. Should I? – How do I think about selling to buy a house?

Mailbag: incl. The Statler & Waldorf edition. May 12, 2024

– Does AI make central planning possible? – I’ve lost conviction, what do I do? – Why should we fear a property crash? – Roll over the term deposit, or buy shares? – I can sell everything to pay off the mortgage. Should I? – How do I think about selling to buy a house?

01:14:12

EP758 - S1

11 May 24

The best way to run a bank. May 10, 2024

– Rates on hold… for now – The folly of GDP – Bank profits fall... – …But buybacks and dividends keep investors happy – The best way to run a bank – Company culture? Try shareholder culture

The best way to run a bank. May 10, 2024

– Rates on hold… for now – The folly of GDP – Bank profits fall... – …But buybacks and dividends keep investors happy – The best way to run a bank – Company culture? Try shareholder culture

01:27:02

EP757 - S1

10 May 24

Mailbag: incl. The best way to invest for growth. May 5, 2024

– Have I got the right growth investments? – Is the Ex-20 ETF a good option? – Shouldn’t you sell Fortescue? – How can I invest for my daughters?

Mailbag: incl. The best way to invest for growth. May 5, 2024

– Have I got the right growth investments? – Is the Ex-20 ETF a good option? – Shouldn’t you sell Fortescue? – How can I invest for my daughters?

01:05:58

EP756 - S1

4 May 24

Could rates really rise three time? May 3, 2024

– Warren Hogan says rates could rise three times this year – Retail sales fall – Bonza fails – BHP makes a pitch for Anglo American – The best way to allocate capital

Could rates really rise three time? May 3, 2024

– Warren Hogan says rates could rise three times this year – Retail sales fall – Bonza fails – BHP makes a pitch for Anglo American – The best way to allocate capital

01:18:01

EP755 - S1

3 May 24

Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024

– Do ETFs smoothe out volatility? – Should I bite my tongue and just buy a property? – Should I use margin lending? What should I expect? – Stage 3 is bad… but less bad than the alternative! – Get your gender language straight, Scott!

Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024

– Do ETFs smoothe out volatility? – Should I bite my tongue and just buy a property? – Should I use margin lending? What should I expect? – Stage 3 is bad… but less bad than the alternative! – Get your gender language straight, Scott!

01:14:21

EP754 - S1

27 Apr 24

When will we pay the bills? April 26, 2024

– The risk of a stimulatory budget – Unpacking the cost of deficits – Investing well in a time of inflation – Is ROE really a good measure of profitability – The hidden wrinkle of ESG investing

When will we pay the bills? April 26, 2024

– The risk of a stimulatory budget – Unpacking the cost of deficits – Investing well in a time of inflation – Is ROE really a good measure of profitability – The hidden wrinkle of ESG investing

01:14:19

EP753 - S1

26 Apr 24

Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024

– Is there an opportunity if risk doesn’t equal return?  – How do I identify risk, and buy anyway?  – How much cash should I hold?  – AI: buy the tech? Or the customers?  – Will Bitcoin end up impacting exchange rates?  – The price has doubled. Should the company keep buying back shares? 

Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024

– Is there an opportunity if risk doesn’t equal return?  – How do I identify risk, and buy anyway?  – How much cash should I hold?  – AI: buy the tech? Or the customers?  – Will Bitcoin end up impacting exchange rates?  – The price has doubled. Should the company keep buying back shares? 

01:04:16

EP752 - S1

20 Apr 24

Considering (or have) an SMSF? Listen to this. April 19, 2024

– To SMSF or not SMSF?  – Who should have life insurance?  – An ASX 'Dividend Aristocrat' in waiting 

Considering (or have) an SMSF? Listen to this. April 19, 2024

– To SMSF or not SMSF?  – Who should have life insurance?  – An ASX 'Dividend Aristocrat' in waiting 

01:10:54

EP751 - S1

19 Apr 24

Mailbag: incl. Do you eat your own cooking? April 14, 2024

– How do you define core, growth and speculative?  – Is intrinsic value possible to calculate? And is it worthwhile?  – Should I mirror my personal portfolio inside Super?  – How should I help my kids invest?  – Hey Scott… here’s what YIMBY is about  – Why not borrow against the house? 

Mailbag: incl. Do you eat your own cooking? April 14, 2024

– How do you define core, growth and speculative?  – Is intrinsic value possible to calculate? And is it worthwhile?  – Should I mirror my personal portfolio inside Super?  – How should I help my kids invest?  – Hey Scott… here’s what YIMBY is about  – Why not borrow against the house? 

01:30:56

EP750 - S1

13 Apr 24

Do our banks make enough money? April 12, 2024

– US inflation jumps  – CBA’s $1.7b 'free kick'  – Maybe banks should make more money?  – Protectionism: The new competition… 

Do our banks make enough money? April 12, 2024

– US inflation jumps  – CBA’s $1.7b 'free kick'  – Maybe banks should make more money?  – Protectionism: The new competition… 

01:25:30

EP749 - S1

12 Apr 24

Mailbag: incl. Is Super the biggest fraud being perpetrated today? April 7, 2024

– Why don’t more people know or care about shares? – The value of discipline and living within your means – What does it mean when shares are suspended? – Is Super the biggest fraud being perpetrated today? – Is ‘high risk’ the right strategy? – Are ‘Magnificent Seven’ investors timing the market?

Mailbag: incl. Is Super the biggest fraud being perpetrated today? April 7, 2024

– Why don’t more people know or care about shares? – The value of discipline and living within your means – What does it mean when shares are suspended? – Is Super the biggest fraud being perpetrated today? – Is ‘high risk’ the right strategy? – Are ‘Magnificent Seven’ investors timing the market?

01:08:27

EP748 - S1

6 Apr 24

When will we pay the bills? April 5, 2024

– A wrap on our first MFM Live – Stocks AND Gold rise – Beware inequality – When will we pay the bills? – The Opposition gets in on the Supermarket bashing

When will we pay the bills? April 5, 2024

– A wrap on our first MFM Live – Stocks AND Gold rise – Beware inequality – When will we pay the bills? – The Opposition gets in on the Supermarket bashing

01:14:48

EP747 - S1

5 Apr 24

Mailbag: incl. Forecasts aplenty? March 31, 2024

– What is Strawman? – Advice for a 15-year old? – Choose only between these two companies? – When does the ASX issue a 'please explain'? – I would like some forecasts, please... – Should I add some small companies to my ETF portfolio? – What's going on with bonds? – How can I track European stocks? – A Motley Fool / Strawman ETF? – Can governments help fix inflation?

Mailbag: incl. Forecasts aplenty? March 31, 2024

– What is Strawman? – Advice for a 15-year old? – Choose only between these two companies? – When does the ASX issue a 'please explain'? – I would like some forecasts, please... – Should I add some small companies to my ETF portfolio? – What's going on with bonds? – How can I track European stocks? – A Motley Fool / Strawman ETF? – Can governments help fix inflation?

01:23:21

EP746 - S1

30 Mar 24

Our first LIVE Motley Fool Money. March 29, 2024

– Unemployment falls, hard... – ... but inflation doesn't budge – Armaguard on the brink and the future of cash – What mergers and demergers can tell us (and what they can't)

Our first LIVE Motley Fool Money. March 29, 2024

– Unemployment falls, hard... – ... but inflation doesn't budge – Armaguard on the brink and the future of cash – What mergers and demergers can tell us (and what they can't)

55:55

EP745 - S1

29 Mar 24

Mailbag: incl. Dollar cost averaging... in reverse? March 24, 2024

– How much do I need to start investing? – Why does Scott hate Bitcoin? – How can I evaluate company acquisitions? – What do you want to know? – Should I put my property proceeds into an index to cover my rent? – Does dollar-cost averaging work in reverse? – Do you have skin in the game?

Mailbag: incl. Dollar cost averaging... in reverse? March 24, 2024

– How much do I need to start investing? – Why does Scott hate Bitcoin? – How can I evaluate company acquisitions? – What do you want to know? – Should I put my property proceeds into an index to cover my rent? – Does dollar-cost averaging work in reverse? – Do you have skin in the game?

01:19:46

EP744 - S1

23 Mar 24

An investment opportunity in offices? March 22, 2024

– See us record Motley Fool Money, live! – Rates may not be cut until 2025? – Some thoughts on market volatility – Housing supply hits decade low... and our pollies are nowhere – AGL mandates return to work for employees... what about investors?

An investment opportunity in offices? March 22, 2024

– See us record Motley Fool Money, live! – Rates may not be cut until 2025? – Some thoughts on market volatility – Housing supply hits decade low... and our pollies are nowhere – AGL mandates return to work for employees... what about investors?

01:14:40

EP743 - S1

22 Mar 24

Come and see us record, live! March 17, 2024

– Okay, a Bitcoin question  – Should I wait for a market crash  – Won’t Super put a rocket under the sharemarket  – How do companies price capital raises?  – When is it time to switch to capital preservation?  – We’re recording Motley Fool Money… live! 

Come and see us record, live! March 17, 2024

– Okay, a Bitcoin question  – Should I wait for a market crash  – Won’t Super put a rocket under the sharemarket  – How do companies price capital raises?  – When is it time to switch to capital preservation?  – We’re recording Motley Fool Money… live! 

01:14:04

EP742 - S1

16 Mar 24

The very worst way to 'fix' housing affordability. March 15, 2024

– US CPI is 'sticky'  – Wages present a challenge for local inflation  – Jamie Dimon and Phil Lowe warn on the future  – #RetirementWrecker is back  – Why trade is so important for Australia 

The very worst way to 'fix' housing affordability. March 15, 2024

– US CPI is 'sticky'  – Wages present a challenge for local inflation  – Jamie Dimon and Phil Lowe warn on the future  – #RetirementWrecker is back  – Why trade is so important for Australia 

01:10:06

EP741 - S1

15 Mar 24

Mailbag: incl. Why is Australia so much better than Argentina? March 10, 2024

– You shouldn’t rent forever, here’s why! – Help me understand ex-dividend dates – How can I value an ETF? – Why is Australia so much better than Argentina? – How does the market ‘price-in’ interest rates? – Should I sell my managed funds and invest in ETFs?

Mailbag: incl. Why is Australia so much better than Argentina? March 10, 2024

– You shouldn’t rent forever, here’s why! – Help me understand ex-dividend dates – How can I value an ETF? – Why is Australia so much better than Argentina? – How does the market ‘price-in’ interest rates? – Should I sell my managed funds and invest in ETFs?

01:12:26

EP740 - S1

9 Mar 24

Why talking about GDP misses the point. March 8, 2024

– More reflections from earnings season – GDP is... okay, but there's a better option – All BankWest branches to close – Housing approvals at rock bottom – Why I wouldn’t invest in grid capacity

Why talking about GDP misses the point. March 8, 2024

– More reflections from earnings season – GDP is... okay, but there's a better option – All BankWest branches to close – Housing approvals at rock bottom – Why I wouldn’t invest in grid capacity

01:07:23

EP739 - S1

8 Mar 24

Mailbag: incl. Do you eat your own cooking? March 3, 2024

– Do you buy your own recommendations? – Shouldn’t we have a flatter tax structure? – Not your notes, not your money? – Isn’t P/E too simple to use for valuation? – Does ‘the Bank of Mum & Dad’ work like capitalism?

Mailbag: incl. Do you eat your own cooking? March 3, 2024

– Do you buy your own recommendations? – Shouldn’t we have a flatter tax structure? – Not your notes, not your money? – Isn’t P/E too simple to use for valuation? – Does ‘the Bank of Mum & Dad’ work like capitalism?

58:06

EP738 - S1

2 Mar 24

What to make of the 'Magnificent 7'. March 1, 2024

– 1.6m Australians in mortgage stress – What to make of the 'Magnificent 7' – Warren Buffett's latest wisdom – A price gouging rant!

What to make of the 'Magnificent 7'. March 1, 2024

– 1.6m Australians in mortgage stress – What to make of the 'Magnificent 7' – Warren Buffett's latest wisdom – A price gouging rant!

01:15:50

EP737 - S1

1 Mar 24

Mailbag: incl. The market says you're wrong. February 25, 2024

– What to make of the Mascot Towers fiasco? – Help me with EV/EBITDA – Remember: the market thinks you’re wrong – How would you invest a modest windfall? – Mortgage paid, DCA… what next? – What’s the best way to play tech? – Which health company should I leave out?

Mailbag: incl. The market says you're wrong. February 25, 2024

– What to make of the Mascot Towers fiasco? – Help me with EV/EBITDA – Remember: the market thinks you’re wrong – How would you invest a modest windfall? – Mortgage paid, DCA… what next? – What’s the best way to play tech? – Which health company should I leave out?

01:17:56

EP736 - S1

24 Feb 24

Wages finally inch ahead of inflation. February 23, 2024

– Real wages are positive for the first time in three years. – Woolies CEO leaves a modest profit… and profiteering? – NAB profit disappoints. – ANZ buys Suncorp’s banking business. – Nvidia: An AI bubble?

Wages finally inch ahead of inflation. February 23, 2024

– Real wages are positive for the first time in three years. – Woolies CEO leaves a modest profit… and profiteering? – NAB profit disappoints. – ANZ buys Suncorp’s banking business. – Nvidia: An AI bubble?

01:17:15

EP735 - S1

23 Feb 24

Mailbag: incl. The next Warren Buffett? February 18, 2024

– I’m 9… what more should I do? – What happens when ETFs become saturated? – Which ETF? IVV or VGS? – What will changes in property and shares mean for the future? – Help me teach my 18yo who doesn’t want to listen! – What to make of regional property prices? – What do each of the senior execs and directors do? 

Mailbag: incl. The next Warren Buffett? February 18, 2024

– I’m 9… what more should I do? – What happens when ETFs become saturated? – Which ETF? IVV or VGS? – What will changes in property and shares mean for the future? – Help me teach my 18yo who doesn’t want to listen! – What to make of regional property prices? – What do each of the senior execs and directors do? 

01:27:08

EP734 - S1

17 Feb 24

An investment opportunity in offices? February 16, 2024

– US Inflation stubbornly high – Another market over-reaction – What CBA's results tell us about the economy – Unemployment drifts upwards – Lyft's earning's snafu

An investment opportunity in offices? February 16, 2024

– US Inflation stubbornly high – Another market over-reaction – What CBA's results tell us about the economy – Unemployment drifts upwards – Lyft's earning's snafu

01:12:38

EP733 - S1

16 Feb 24

Mailbag: incl. I'm down 20%. Time to quit? February 11, 2024

– Equal-weighted ETFs? Good or bad? – Should ETF managers be able to vote their shares? – Judo Bank can’t get a break – I’m down 20%... what next? – What are ‘the futures’?

Mailbag: incl. I'm down 20%. Time to quit? February 11, 2024

– Equal-weighted ETFs? Good or bad? – Should ETF managers be able to vote their shares? – Judo Bank can’t get a break – I’m down 20%... what next? – What are ‘the futures’?

01:04:27

EP732 - S1

10 Feb 24

An RBA deer in the headlights? February 9, 2024

– The new/old RBA meets... and fronts a press conference – Do Nick Scali and Myer present a challenge for rates? – Worth workplace reforms, or more red tape? – Allan Fels diagnoses the problems with competition – ... and a little advice from Charlie Munger

An RBA deer in the headlights? February 9, 2024

– The new/old RBA meets... and fronts a press conference – Do Nick Scali and Myer present a challenge for rates? – Worth workplace reforms, or more red tape? – Allan Fels diagnoses the problems with competition – ... and a little advice from Charlie Munger

01:29:47

EP731 - S1

9 Feb 24

Mailbag: incl. A listener's success story. February 4, 2024

– Should I sell my bond-exposed ETF yet? – I don’t want to sell my bank shares! – The beauty of investing – Where to reinvest my dividends? – What’s the best way to buy small caps? – Should I sell my ETFs to invest in shares?

Mailbag: incl. A listener's success story. February 4, 2024

– Should I sell my bond-exposed ETF yet? – I don’t want to sell my bank shares! – The beauty of investing – Where to reinvest my dividends? – What’s the best way to buy small caps? – Should I sell my ETFs to invest in shares?

01:08:22

EP730 - S1

3 Feb 24

An investment opportunity in offices? February 2, 2024

– Earnings season, here we come! – Auditors do great things... mostly. – Inflation moderates; now for rates – Negative gearing changes afoot? – Office vacancies rise... an opportunity?

An investment opportunity in offices? February 2, 2024

– Earnings season, here we come! – Auditors do great things... mostly. – Inflation moderates; now for rates – Negative gearing changes afoot? – Office vacancies rise... an opportunity?

01:15:21

EP729 - S1

2 Feb 24

Mailbag: incl. Keeping directors honest. January 28, 2024

– How do we know what shares directors own? – Shouldn’t directors share more information with shareholders? – How do we fix house prices? – How can I pursue a career in finance? – A Dorothy Dixer about Strawman – How to buy and sell Bitcoin

Mailbag: incl. Keeping directors honest. January 28, 2024

– How do we know what shares directors own? – Shouldn’t directors share more information with shareholders? – How do we fix house prices? – How can I pursue a career in finance? – A Dorothy Dixer about Strawman – How to buy and sell Bitcoin

01:23:45

EP728 - S1

27 Jan 24

Prepare for earnings season! January 26, 2024

– Tax changes ahead! – The centre of gravity changes in the funds world – Nanosonics disappoints… prepare for earnings season – Confirmation bias and extrapolation

Prepare for earnings season! January 26, 2024

– Tax changes ahead! – The centre of gravity changes in the funds world – Nanosonics disappoints… prepare for earnings season – Confirmation bias and extrapolation

01:14:17

EP727 - S1

26 Jan 24

Mailbag: incl. All of the things about housing! January 21, 2024

– What's the right LVR for an owner-occupier? – What happened to the Australian Dream? 

Mailbag: incl. All of the things about housing! January 21, 2024

– What's the right LVR for an owner-occupier? – What happened to the Australian Dream? 

01:06:11

EP726 - S1

20 Jan 24

We're back... with Bitcoin rant! January 19, 2024

– A helluva year just gone – New Year’s resolutions – Inflation comes down… here – No more rate rises, apparently – A looong chat about Bitcoin ETFs

We're back... with Bitcoin rant! January 19, 2024

– A helluva year just gone – New Year’s resolutions – Inflation comes down… here – No more rate rises, apparently – A looong chat about Bitcoin ETFs

01:24:43

EP725 - S1

19 Jan 24

Mailbag: incl. Spending a (hypothetical) $500m lotto win! January 14, 2024

– How should I invest when I can’t evaluate the numbers? – How can I invest for kids? – How do you overcome your own biases? – Should I avoid dividend-paying companies? – How would you spend a $500m lotto win?

Mailbag: incl. Spending a (hypothetical) $500m lotto win! January 14, 2024

– How should I invest when I can’t evaluate the numbers? – How can I invest for kids? – How do you overcome your own biases? – Should I avoid dividend-paying companies? – How would you spend a $500m lotto win?

01:27:10

EP724 - S1

13 Jan 24

Emptying an overflowing mailbag! January 12, 2024

– Isn’t a lazy balance sheet a bad thing? – Time for you guys to enter politics! – Why bother with non-tech ETFs? – Should we invest in emerging markets – What about cybersecurity? – Why not use taxes to reduce economic activity?

Emptying an overflowing mailbag! January 12, 2024

– Isn’t a lazy balance sheet a bad thing? – Time for you guys to enter politics! – Why bother with non-tech ETFs? – Should we invest in emerging markets – What about cybersecurity? – Why not use taxes to reduce economic activity?

01:13:11

EP723 - S1

12 Jan 24

Mailbag: incl. Is it time for Motley Fool Money, 'uncut'? January 7, 2024

– Time for an ‘uncut’ Motley Fool Money? – Is there an opportunity in corporate divorces? – Should I sell, or keep, my house? – How can I learn about accounting? – What records should I be keeping?

Mailbag: incl. Is it time for Motley Fool Money, 'uncut'? January 7, 2024

– Time for an ‘uncut’ Motley Fool Money? – Is there an opportunity in corporate divorces? – Should I sell, or keep, my house? – How can I learn about accounting? – What records should I be keeping?

01:00:34

EP722 - S1

6 Jan 24

A New Year! Now what? January 5, 2024

The boys dissect the year that was, and share how they're thinking about 2024

A New Year! Now what? January 5, 2024

The boys dissect the year that was, and share how they're thinking about 2024

01:23:52

EP721 - S1

5 Jan 24

Mailbag: incl. The kids are alright: Part 2. December 31, 2023

– Separating hype from reality – More (non)-advice for Miss B from Katamatite – Are you sure a DCF works if a company pays a dividend? – How does debt improve the return on equity? – Do I really need to sell a hedged ETF?

Mailbag: incl. The kids are alright: Part 2. December 31, 2023

– Separating hype from reality – More (non)-advice for Miss B from Katamatite – Are you sure a DCF works if a company pays a dividend? – How does debt improve the return on equity? – Do I really need to sell a hedged ETF?

01:16:56

EP720 - S1

30 Dec 23

A Holiday Mailbag! December 29, 2023

– ‘Pfoof’ the property market for me – Why raise the Super preservation age? – Isn’t the CAPE ratio too high? – Robo-advisors vs ETFs – How frequently should I dollar-cost-average? – Isn’t investing overseas too onerous?

A Holiday Mailbag! December 29, 2023

– ‘Pfoof’ the property market for me – Why raise the Super preservation age? – Isn’t the CAPE ratio too high? – Robo-advisors vs ETFs – How frequently should I dollar-cost-average? – Isn’t investing overseas too onerous?

01:05:02

EP719 - S1

29 Dec 23

Mailbag: incl. Pay off the mortgage, or invest? December 24, 2023

– How can I avoid US withholding tax? – Should I pay off the mortgage or invest the money? – How do you put culture in a spreadsheet? – How should I think about ETF diversification? – How much debt is too much?

Mailbag: incl. Pay off the mortgage, or invest? December 24, 2023

– How can I avoid US withholding tax? – Should I pay off the mortgage or invest the money? – How do you put culture in a spreadsheet? – How should I think about ETF diversification? – How much debt is too much?

53:50

EP718 - S1

23 Dec 23

The 12 Days of Motley Fool Money Christmas. December 22, 2023

– The 12 days of Podcast Christmas – Is a recession on the way? – It’s a good year for Super… – …and retail Super ‘closes the gap’? – Chemist Warehouse… winner or loser?

The 12 Days of Motley Fool Money Christmas. December 22, 2023

– The 12 days of Podcast Christmas – Is a recession on the way? – It’s a good year for Super… – …and retail Super ‘closes the gap’? – Chemist Warehouse… winner or loser?

01:17:11

EP717 - S1

22 Dec 23

Mailbag: incl. The pros and cons of 'debt recycling'. December 17, 2023

– I’ve moved to a Wrap account. Am I wrong?  – Should I use a debt-recycling strategy?  – Explaining franking credits to a six-year old  – Why did Ram start Strawman?  – Why does my 30-year mortgage fluctuate? 

Mailbag: incl. The pros and cons of 'debt recycling'. December 17, 2023

– I’ve moved to a Wrap account. Am I wrong?  – Should I use a debt-recycling strategy?  – Explaining franking credits to a six-year old  – Why did Ram start Strawman?  – Why does my 30-year mortgage fluctuate? 

01:17:51

EP716 - S1

16 Dec 23

The wisdom and wit of Charlie Munger. December 15, 2023

Charlie Munger, one half of the investing world's most iconic partnership, died recently. Scott and Andrew reflect on some of the gems he left behind. 

The wisdom and wit of Charlie Munger. December 15, 2023

Charlie Munger, one half of the investing world's most iconic partnership, died recently. Scott and Andrew reflect on some of the gems he left behind. 

01:11:43

EP715 - S1

15 Dec 23

Mailbag: incl. Should I stop adding to my biggest positions? December 10, 2023

– Will the future look like the past?  – Should I stop adding to my largest investments?  – How much is too much?  – How much Bitcoin should I own?  – Which shares to sell to buy a house?  – Time to sell US shares? 

Mailbag: incl. Should I stop adding to my biggest positions? December 10, 2023

– Will the future look like the past?  – Should I stop adding to my largest investments?  – How much is too much?  – How much Bitcoin should I own?  – Which shares to sell to buy a house?  – Time to sell US shares? 

01:08:26

EP714 - S1

9 Dec 23

The hidden opportunities in a slowing economy. December 8, 2023

– Rates on hold, and GDP disappoints  – Vale, Charlie Munger  – Predictably useless predictions  – Soul Patts bids for a fund manager 

The hidden opportunities in a slowing economy. December 8, 2023

– Rates on hold, and GDP disappoints  – Vale, Charlie Munger  – Predictably useless predictions  – Soul Patts bids for a fund manager 

01:07:55

EP713 - S1

8 Dec 23

Mailbag: incl. 'Here's to the Boomers!' December 3, 2023

– Ways to be a better seller  – Here’s to the Boomers  – What about building wealth as a single?  – Rant more!  – What’s the right way to calculate a dividend yield? 

Mailbag: incl. 'Here's to the Boomers!' December 3, 2023

– Ways to be a better seller  – Here’s to the Boomers  – What about building wealth as a single?  – Rant more!  – What’s the right way to calculate a dividend yield? 

01:15:07

EP712 - S1

2 Dec 23

The hidden opportunities in a slowing economy. December 1, 2023

– The ‘hawkish’ RBA  – Super for housing… again?  – Australian Super goes active  – What you can learn by running a business 

The hidden opportunities in a slowing economy. December 1, 2023

– The ‘hawkish’ RBA  – Super for housing… again?  – Australian Super goes active  – What you can learn by running a business 

01:11:58

EP711 - S1

1 Dec 23

Mailbag: incl. Should the Australian government be ‘prepping’? November 26, 2023

Can I afford to retire in 15 years? Who are these ‘nominee’ shareholders? Go West, young man (and woman)! What about bonds?  

Mailbag: incl. Should the Australian government be ‘prepping’? November 26, 2023

Can I afford to retire in 15 years? Who are these ‘nominee’ shareholders? Go West, young man (and woman)! What about bonds?  

01:22:10

EP710 - S1

25 Nov 23

Inflation becomes domestic. November 24, 2023

Inflation becomes domestic What’s really driving inflation? Optus CEO walks the plank ANZ's misguided work from home policy

Inflation becomes domestic. November 24, 2023

Inflation becomes domestic What’s really driving inflation? Optus CEO walks the plank ANZ's misguided work from home policy

01:20:07

EP709 - S1

24 Nov 23

Mailbag: incl. Andrew answers a Bitcoin question - concisely! November 19, 2023

– Finally, a Bitcoin question – Should I trim a big winner? – How do I apply a margin of safety? – Isn’t the economy a figment of our imagination?

Mailbag: incl. Andrew answers a Bitcoin question - concisely! November 19, 2023

– Finally, a Bitcoin question – Should I trim a big winner? – How do I apply a margin of safety? – Isn’t the economy a figment of our imagination?

59:14

EP708 - S1

18 Nov 23

Is the market too optimistic? November 17, 2023

– The end of the beginning or the beginning of the end? – The market seems to know… – Another bank, another huge profit – The value of a brand

Is the market too optimistic? November 17, 2023

– The end of the beginning or the beginning of the end? – The market seems to know… – Another bank, another huge profit – The value of a brand

01:23:08

EP707 - S1

17 Nov 23

Mailbag: incl. Is it time to invest in childcare? November 12, 2023

– How does balance sheet strength factor into valuation? – Invest inside or outside Super? – Should we invest in childcare centres? – UK investing ideas – What about Lithium? – Should we worry about the rise of ETFs?

Mailbag: incl. Is it time to invest in childcare? November 12, 2023

– How does balance sheet strength factor into valuation? – Invest inside or outside Super? – Should we invest in childcare centres? – UK investing ideas – What about Lithium? – Should we worry about the rise of ETFs?

01:09:55

EP706 - S1

11 Nov 23

The hidden opportunities in a slowing economy. November 10, 2023

– Pain for Optus customers... and the business – Interest rates heading higher... unless the government acts – The hidden opportunities in a slowing economy – The anti-Nudge

The hidden opportunities in a slowing economy. November 10, 2023

– Pain for Optus customers... and the business – Interest rates heading higher... unless the government acts – The hidden opportunities in a slowing economy – The anti-Nudge

01:16:16

EP705 - S1

10 Nov 23

Mailbag: incl. Is cash really king? November 5, 2023

– Is it a good time to be in cash? – Does a company have a moat if I hate paying? – Is this a better tech ETF? – Is there nuance to precious metal strategies? – What’s the role of positive interest rates?

Mailbag: incl. Is cash really king? November 5, 2023

– Is it a good time to be in cash? – Does a company have a moat if I hate paying? – Is this a better tech ETF? – Is there nuance to precious metal strategies? – What’s the role of positive interest rates?

01:32:27

EP704 - S1

4 Nov 23

The risk of economic pain is growing. November 3, 2023

– Rates on a knife edge – The risk of economic pain is growing – The good, bad and ugly of acquisitions – Small caps getting smashed?

The risk of economic pain is growing. November 3, 2023

– Rates on a knife edge – The risk of economic pain is growing – The good, bad and ugly of acquisitions – Small caps getting smashed?

01:07:54

EP703 - S1

3 Nov 23

Mailbag: incl. Four investing concepts you need to know. October 29, 2023

– Shouldn’t I just copy Warren Buffett – Help me with Acronym Alphabet Soup – Stop messing with our coppers! – The case for a UBI

Mailbag: incl. Four investing concepts you need to know. October 29, 2023

– Shouldn’t I just copy Warren Buffett – Help me with Acronym Alphabet Soup – Stop messing with our coppers! – The case for a UBI

01:24:28

EP702 - S1

28 Oct 23

We get a little... ranty. October 27, 2023

-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem

We get a little... ranty. October 27, 2023

-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem

01:00:07

EP701 - S1

27 Oct 23

Mailbag: incl. The new Super tax: An inheritance tax by stealth? October 22, 2023

– How much NASDAQ 100 should I hold? – Hedged or unhedged ETFs? – What criteria is most important for investors? – Is taxing Super just inheritance tax by stealth? – Which ETFs should I buy?

Mailbag: incl. The new Super tax: An inheritance tax by stealth? October 22, 2023

– How much NASDAQ 100 should I hold? – Hedged or unhedged ETFs? – What criteria is most important for investors? – Is taxing Super just inheritance tax by stealth? – Which ETFs should I buy?

01:08:32

EP700 - S1

21 Oct 23

Risk, and the opportunity for gains. October 20, 2023

– Why doesn’t the market care about Israel and Palestine? – Why buy small caps? – Two companies Ram owns – Whitehaven to buy BHP's coal assets

Risk, and the opportunity for gains. October 20, 2023

– Why doesn’t the market care about Israel and Palestine? – Why buy small caps? – Two companies Ram owns – Whitehaven to buy BHP's coal assets

01:04:02

EP699 - S1

20 Oct 23

Mailbag: incl. What's the low-down on bonds? October 15, 2023

– When will you guys be on Bluey? – What’s with the ‘chicken littles’? – What’s all the fuss about bonds? – Investing in a higher-rate world – How to assess a company that’s made lots of acquisitions?

Mailbag: incl. What's the low-down on bonds? October 15, 2023

– When will you guys be on Bluey? – What’s with the ‘chicken littles’? – What’s all the fuss about bonds? – Investing in a higher-rate world – How to assess a company that’s made lots of acquisitions?

01:18:02

EP698 - S1

14 Oct 23

Is Ram actually buying a house??? October 13, 2023

– Another ‘black swan’ for markets – When share prices get out of control… – IMF gives us a tough report card – Is Ram really buying a house?

Is Ram actually buying a house??? October 13, 2023

– Another ‘black swan’ for markets – When share prices get out of control… – IMF gives us a tough report card – Is Ram really buying a house?

01:04:06

EP697 - S1

13 Oct 23

Mailbag: incl. Should I go with Private Equity? October 8, 2023

– What is the E in the P/E ratio – Should I let my daughter buy Qantas? – 5 questions before buying a stock? – Should I buy an ETF while I look for better ideas? – How do I consider US investing given the AUD? – What about a three-company portfolio? – Buying stocks using only one criterion?

Mailbag: incl. Should I go with Private Equity? October 8, 2023

– What is the E in the P/E ratio – Should I let my daughter buy Qantas? – 5 questions before buying a stock? – Should I buy an ETF while I look for better ideas? – How do I consider US investing given the AUD? – What about a three-company portfolio? – Buying stocks using only one criterion?

01:17:01

EP696 - S1

7 Oct 23

The strange new Super tax... October 6, 2023

– The new, bizarre, Super tax – Business lessons from… politics? – New property taxes in Victoria – Block flies high... and falls hard – What next for the local and global economy? 

The strange new Super tax... October 6, 2023

– The new, bizarre, Super tax – Business lessons from… politics? – New property taxes in Victoria – Block flies high... and falls hard – What next for the local and global economy? 

56:04

EP695 - S1

6 Oct 23

Mailbag: incl. How can you own coal? October 1, 2023

– Where do I find new ideas? – Shouldn’t people, companies and Super pay the same tax? – How can you own coal? – Equal-weighted or market-weighted ETFs? – Pros and cons of DRPs?

Mailbag: incl. How can you own coal? October 1, 2023

– Where do I find new ideas? – Shouldn’t people, companies and Super pay the same tax? – How can you own coal? – Equal-weighted or market-weighted ETFs? – Pros and cons of DRPs?

01:10:47

EP694 - S1

30 Sep 23

The risks of reputation. September 29, 2023

-- Good news on inflation -- … But are we missing the point? -- Short term savings at a long term cost for Qantas? -- PwC tries to salvage its reputation

The risks of reputation. September 29, 2023

-- Good news on inflation -- … But are we missing the point? -- Short term savings at a long term cost for Qantas? -- PwC tries to salvage its reputation

01:05:18

EP693 - S1

29 Sep 23

Mailbag: incl. Should I go with Private Equity? September 24, 2023

– What about Private Equity? – What is the Asset Turnover Ratio? – Are Millennials destined to be the most affluent? – How much is too much? – How should I allocate my portfolio across ETFs?

Mailbag: incl. Should I go with Private Equity? September 24, 2023

– What about Private Equity? – What is the Asset Turnover Ratio? – Are Millennials destined to be the most affluent? – How much is too much? – How should I allocate my portfolio across ETFs?

55:12

EP692 - S1

23 Sep 23

When the market hates you... September 22, 2023

- ECB says rate rises are over - Michelle Bullock takes over at the RBA - The magic of money - Staying long term when the market hates you

When the market hates you... September 22, 2023

- ECB says rate rises are over - Michelle Bullock takes over at the RBA - The magic of money - Staying long term when the market hates you

01:03:56

EP691 - S1

22 Sep 23

Mailbag: incl. The challenge of selling, well. September 17, 2023

- Hang on, what is an ETF exactly? - Tell me more about selling? - How many stocks is right for a portfolio? - Isn't Ram doing the same thing with Bitcoin?

Mailbag: incl. The challenge of selling, well. September 17, 2023

- Hang on, what is an ETF exactly? - Tell me more about selling? - How many stocks is right for a portfolio? - Isn't Ram doing the same thing with Bitcoin?

01:24:06

EP690 - S1

16 Sep 23

A millionaire says the quiet bit out loud. September 15, 2023

- Great news on unemployment - Qantas loses another battle - The average fund makes what? - A millionaire says the quiet bit out loud

A millionaire says the quiet bit out loud. September 15, 2023

- Great news on unemployment - Qantas loses another battle - The average fund makes what? - A millionaire says the quiet bit out loud

01:16:24

EP689 - S1

15 Sep 23

Mailbag: incl. The kids are alright! September 10, 2023

-- Advice for the kids from Katamatite -- What’s wrong with buybacks? -- Market crash: cheap or quality? -- 4 day work week: I’m unconvinced -- Global versus US ETFs?

Mailbag: incl. The kids are alright! September 10, 2023

-- Advice for the kids from Katamatite -- What’s wrong with buybacks? -- Market crash: cheap or quality? -- 4 day work week: I’m unconvinced -- Global versus US ETFs?

01:20:56

EP688 - S1

9 Sep 23

The economy is sputtering September 8, 2023

-- An argument on rates -- GDP causes concern -- The role of mental models -- Qantas cauterises the wound -- Fortescue bleeds executives

The economy is sputtering September 8, 2023

-- An argument on rates -- GDP causes concern -- The role of mental models -- Qantas cauterises the wound -- Fortescue bleeds executives

01:16:03

EP687 - S1

8 Sep 23

Mailbag: incl. Improving returns before retirement. September 3, 2023

– How can I improve my returns? – Should I sell and buy back, just for psychological reasons? – How can a company be cashflow positive and report a loss? – What should 20-somethings do with a windfall? – Are shares really better than property? – Is Australia’s mix of businesses about right?

Mailbag: incl. Improving returns before retirement. September 3, 2023

– How can I improve my returns? – Should I sell and buy back, just for psychological reasons? – How can a company be cashflow positive and report a loss? – What should 20-somethings do with a windfall? – Are shares really better than property? – Is Australia’s mix of businesses about right?

01:26:25

EP686 - S1

2 Sep 23

In praise of great management. September 1, 2023

– Looking back at earnings season – What's up with huge swings in share prices – In praise of great management – What’s going on with Resmed? – ASX’s recent woes 

In praise of great management. September 1, 2023

– Looking back at earnings season – What's up with huge swings in share prices – In praise of great management – What’s going on with Resmed? – ASX’s recent woes 

01:04:42

EP685 - S1

1 Sep 23

Mailbag: incl. How many banks should I own? August 27, 2023

– How much bank exposure should I have? – What could go wrong with the banks? – How much stock do you place in an audit report? – How to pick stocks in a rapidly evolving tech landscape? – How do you compare the network effects of incumbents versus the upstarts?

Mailbag: incl. How many banks should I own? August 27, 2023

– How much bank exposure should I have? – What could go wrong with the banks? – How much stock do you place in an audit report? – How to pick stocks in a rapidly evolving tech landscape? – How do you compare the network effects of incumbents versus the upstarts?

01:05:24

EP684 - S1

26 Aug 23

Retail's ups and downs. August 25, 2023

– The inefficient market – Stop trying to be too clever – Retail woes / Scentre soars – Do Westpac’s results give us a glimpse of the future?

Retail's ups and downs. August 25, 2023

– The inefficient market – Stop trying to be too clever – Retail woes / Scentre soars – Do Westpac’s results give us a glimpse of the future?

01:12:43

EP683 - S1

25 Aug 23

Mailbag: incl. Someone I trust is selling. August 20, 2023

– What should I do when a trusted investor is selling? – What about the tax on bank interest? – Can I use the ASX’s P/E to decide when to invest? – When would you sell Amazon? – What about personalised ETFs?

Mailbag: incl. Someone I trust is selling. August 20, 2023

– What should I do when a trusted investor is selling? – What about the tax on bank interest? – Can I use the ASX’s P/E to decide when to invest? – When would you sell Amazon? – What about personalised ETFs?

01:18:16

EP682 - S1

19 Aug 23

What next for the economy? August 18, 2023

– Chinese deflation… now what? – Transurban bounces back – Telstra’s profit soars – A(nother) new housing policy. Sort of.

What next for the economy? August 18, 2023

– Chinese deflation… now what? – Transurban bounces back – Telstra’s profit soars – A(nother) new housing policy. Sort of.

01:13:40

EP681 - S1

18 Aug 23

Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023

– The (questionable) lessons from wheatgrass – Won’t rates go back to 15%? – How do I stay the course? – What about short-sellers – Lessons from losers

Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023

– The (questionable) lessons from wheatgrass – Won’t rates go back to 15%? – How do I stay the course? – What about short-sellers – Lessons from losers

01:09:24

EP680 - S1

12 Aug 23


Episodes


Listnr

Download the app to get the full experience

Get a fully curated daily feed based on your favourites, access to curated collections, preview every show, and much more.

Get it on Google Play
Download on the App Store
Get it on Google Play
Download on the App Store