Episodes

  • 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

    See omnystudio.com/listener for privacy information.

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    1 hr and 29 mins
  • 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

    See omnystudio.com/listener for privacy information.

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    1 hr and 9 mins
  • 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 12 mins
  • 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

    See omnystudio.com/listener for privacy information.

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    1 hr and 18 mins
  • 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 23 mins
  • 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

    See omnystudio.com/listener for privacy information.

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    1 hr and 19 mins
  • Mailbag: incl. Can investors really make an ethical difference? February 16, 2025
    Feb 15 2025

    – Can investors influence company behaviour?

    – My advisor recommended ETFs. Now what?

    – Can I get a 300% franking credit?

    – What happens to the balance if I cancel my dividend reinvestment plan?

    – The problem with underwritten dividends

    See omnystudio.com/listener for privacy information.

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    1 hr and 12 mins
  • CBA’s eye-watering profit… and valuation! February 14, 2025
    Feb 14 2025

    – The impact of tariffs on aluminium and steel

    – The government flags a buyout of Rex

    – Will HELP help, help?

    – CBA’s eye-watering profit… and valuation

    See omnystudio.com/listener for privacy information.

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    1 hr and 20 mins