Episodios

  • Mailbag: incl. Can you be diversified and high conviction? March 16, 2025
    Mar 15 2025

    – What about Stable Coins?

    – How do I have high conviction but remain diversified?

    – What’s the best platform for a young investor?

    – Which books should I read about economics?

    – Rex serves a useful purpose

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    1 h y 10 m
  • Tariffs have started. Here’s the low-down. March 14, 2025
    Mar 13 2025

    – Tariffs have started and the ASX is feeling the pain

    – What can we expect economically?

    – So… what should Australia do?

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    1 h y 19 m
  • Mailbag: incl. Our pollies should be jealous of our financial planners. March 9, 2025
    Mar 8 2025

    – How do you bring your business experience to investing?

    – Should I keep, or sell, company-issued shares?

    – How far do dividends fall in bad times?

    – Our pollies should be jealous of our financial planners

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    1 h y 29 m
  • We’re not in tariff-free Kansas any more, Toto. March 7, 2025
    Mar 7 2025

    – Tariffs are go

    – You can’t avoid risk

    – GDP turns up

    – Vanguard gets the memo

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    1 h y 9 m
  • Mailbag: incl. Take care of your portfolio like your body. March 2, 2025
    Mar 1 2025

    – What happens if/when the US ‘empire’ falls?

    – Give me 5 yellow flags

    – Great investing is just like great health

    – What contrarian bets have you made?

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    1 h y 12 m
  • In the shadow of a slump. February 28, 2025
    Feb 28 2025

    – Earnings season in full flight, including Woolies, Coles and Qantas

    – Why is inflation so insidious

    – In the shadow of a slump

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    1 h y 18 m
  • Mailbag: incl. Buy and Sell can’t be the only option? February 23, 2025
    Feb 22 2025

    – Buy and Sell can’t be the only option?

    – Is the US dollar going to lose its status as the reserve currency?

    – Should I have an SMSF?

    – Should bank hybrids be banned?

    – How do you benchmark your returns?

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    1 h y 23 m
  • The value of ‘value’. February 21, 2025
    Feb 21 2025

    – The value of ‘value’

    – Rates cut… but is it ‘one and done’?

    – NAB and Bendigo sink like stones

    – Whyalla goes broke, and governments step in

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    1 h y 19 m