Episodes

  • Mailbag: incl. Are the academics right? November 24, 2024
    Nov 23 2024

    – Pros and cons of leveraged ETFs

    – What Super option should I choose?

    – Does compounding have an upper limit?

    – Are the academics right?

    See omnystudio.com/listener for privacy information.

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    1 hr and 12 mins
  • Is the Buffett Ratio flashing ‘Sell’? November 22, 2024
    Nov 22 2024

    – Is the Buffett Ratio telling us to sell?

    – Will tariffs lead to a market crash?

    – The Treasurer is meddling with the Future Fund

    – Should the government make businesses accept cash?

    See omnystudio.com/listener for privacy information.

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    1 hr and 22 mins
  • Mailbag: incl. Your list sounds like Uncle Warren’s. November 17, 2024
    Nov 16 2024

    – Hedged or unhedged in Super?

    – How much should I keep outside Super?

    – Start investing, or save for a house?

    – Should I use debt recycling?

    – Your list sounds like Buffett’s…

    – Help… my portfolio is too unwieldy

    – What if we have a 5 or 10 year bear market?

    See omnystudio.com/listener for privacy information.

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    1 hr and 20 mins
  • Productivity is finally on the agenda… November 15, 2024
    Nov 15 2024

    – CBA’s flat results

    – Elon and Vivek’s new jobs

    – Jim Chalmers’ productivity fund

    – Betashares is now offering free brokerage

    – Andrew takes a (Bitcoin) victory lap

    See omnystudio.com/listener for privacy information.

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    1 hr and 25 mins
  • Mailbag: incl. The perils of low P/Es. November 10, 2024
    Nov 9 2024

    – How can I tell if a share is overvalued?

    – I have a lump sum… do I drip it into the market?

    – Does foreign investment mean money is leaving the country?

    – My son loves seeing his companies in the street!

    – The perils of low P/Es

    See omnystudio.com/listener for privacy information.

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    1 hr and 10 mins
  • In the wake of the US election… November 8, 2024
    Nov 8 2024

    – An old/new US President

    – RBA’s rates call

    – The importance of management… again.

    See omnystudio.com/listener for privacy information.

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    1 hr and 11 mins
  • Mailbag: incl. Where does the debt come from? November 3, 2024
    Nov 2 2024

    – I disagree on negative gearing

    – Would an ETF beat property, over time?

    – How to best invest for the kids?

    – What’s the best investing app?

    – Where does the debt come from?

    See omnystudio.com/listener for privacy information.

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    1 hr and 29 mins
  • The beauty of the ‘affinity play’. November 1, 2024
    Nov 1 2024

    – The beauty of the ‘affinity play’

    – Growth… or a moat?

    – Navigating US election uncertainty

    – Median house prices soar… again.

    See omnystudio.com/listener for privacy information.

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    1 hr and 12 mins