Episodes

  • Mailbag: incl. Is there an opportunity with Chemist Warehouse? January 5, 2025
    Jan 4 2025

    – What happens when the Sigma and Chemist Warehouse merger goes through?

    – What’s going on with DroneShield?

    – Who writes the Motley Fool articles?

    – Should I investing in overseas companies through Super?

    – Is inflation different to currency debasement?

    See omnystudio.com/listener for privacy information.

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    1 hr and 9 mins
  • New Year, New Investment Thesis? January 3, 2025
    Jan 3 2025

    If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025.

    See omnystudio.com/listener for privacy information.

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    1 hr and 21 mins
  • Mailbag: incl. Can I buy milk with Bitcoin? December 29, 2024
    Dec 28 2024

    – No, volatility really is risk!

    – Stock brokers are inviting me to gamble!

    – How do you keep up with it all?

    – What about a UBI?

    – How do you find differing opinions?

    – What infrastructure is required to facilitate everyday transactions in Bitcoin?

    See omnystudio.com/listener for privacy information.

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    1 hr and 19 mins
  • So… where does that leave us? December 27, 2024
    Dec 27 2024

    We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.

    See omnystudio.com/listener for privacy information.

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    1 hr and 20 mins
  • Mailbag: incl. Are bank shares just a Ponzi? December 22, 2024
    Dec 21 2024

    – If Bitcoin is infinitely divisible, how much is it really worth?

    – Could shares be better represented as digital tokens?

    – Are bank shares a Ponzi scheme?

    – How are investors taxed on US shares?

    – What if we made interest tax deductible for our own homes?

    See omnystudio.com/listener for privacy information.

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    1 hr and 19 mins
  • The challenges for the Australian economy in 2025. December 20, 2024
    Dec 20 2024

    – Why competition and productivity policies matter

    – US rate cuts… and the market and Aussie dollar tank

    – The challenges of MYEFO

    See omnystudio.com/listener for privacy information.

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    1 hr and 21 mins
  • Mailbag: incl. How can we find takeover targets? December 15, 2024
    Dec 14 2024

    – Am I really cut out for stock-picking?

    – How do I best structure my portfolio for retirement?

    – What about sequence risk?

    – How can we find takeover targets?

    See omnystudio.com/listener for privacy information.

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    1 hr and 8 mins
  • Gaming, interest rates… and coffee? December 13, 2024
    Dec 13 2024

    – The impressive (and insidious) economics of gaming

    – Rates on hold, but cuts on the horizon

    – US inflation rises after rates are cut

    – Coffee’s up… buy Breville?

    See omnystudio.com/listener for privacy information.

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    1 hr and 14 mins