Episodios

  • The problem with first order thinking. June 21, 2024
    Jun 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

    See omnystudio.com/listener for privacy information.

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    1 h y 21 m
  • Mailbag: incl. Is the index too sleepy to invest in? June 16, 2024
    Jun 15 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?

    See omnystudio.com/listener for privacy information.

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    1 h y 17 m
  • How to be antifragile in an uncertain world. June 14, 2024
    Jun 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

    See omnystudio.com/listener for privacy information.

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    1 h y 13 m
  • Mailbag: incl. What's your FIRE number? June 9, 2024
    Jun 8 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?

    See omnystudio.com/listener for privacy information.

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    1 h y 10 m
  • Have shares become decoupled from the real economy? June 7, 2024
    Jun 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?

    See omnystudio.com/listener for privacy information.

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    1 h y 19 m
  • Mailbag: incl. The best way to set up for retirement? June 2, 2024
    Jun 1 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!

    See omnystudio.com/listener for privacy information.

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    1 h y 17 m
  • Could AI be as big as the Industrial Revolution? May 31, 2024
    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?

    See omnystudio.com/listener for privacy information.

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    1 h y 18 m
  • Mailbag: incl. Investing for income. May 26, 2024
    May 25 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?

    See omnystudio.com/listener for privacy information.

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    1 h y 18 m