Episodes

  • 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 hr and 10 mins
  • 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 hr and 19 mins
  • 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 hr and 17 mins
  • 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 hr and 18 mins
  • 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 hr and 18 mins
  • Investing in structural shifts. May 24, 2024
    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

    See omnystudio.com/listener for privacy information.

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    1 hr and 31 mins
  • Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024
    May 18 2024

    – What’s happening with GameStop 2.0

    – I’ve done the PE… what next?

    – How does productivity impact investing?

    – How much is enough?

    See omnystudio.com/listener for privacy information.

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    1 hr and 22 mins
  • Breaking down the Federal Budget. May 17, 2024
    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.

    See omnystudio.com/listener for privacy information.

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    1 hr and 28 mins