
Don’t just do something, sit there. March 21, 2025
– Don’t just do something, sit there – US rates on hold – General tariffs on the way? – The value of brand value – We have our first dividend aristocratSee omnystudio.com/listener for privacy informat...
21 Maalis 20251h 24min

Mailbag: incl. Can you be diversified and high conviction? March 16, 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 usef...
15 Maalis 20251h 9min

Tariffs have started. Here’s the low-down. March 14, 2025
– Tariffs have started and the ASX is feeling the pain – What can we expect economically? – So… what should Australia do? See omnystudio.com/listener for privacy information.
13 Maalis 20251h 18min

Mailbag: incl. Our pollies should be jealous of our financial planners. March 9, 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 pl...
8 Maalis 20251h 29min

We’re not in tariff-free Kansas any more, Toto. March 7, 2025
– Tariffs are go – You can’t avoid risk – GDP turns up – Vanguard gets the memoSee omnystudio.com/listener for privacy information.
7 Maalis 20251h 8min

Mailbag: incl. Take care of your portfolio like your body. March 2, 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 informat...
1 Maalis 20251h 11min

In the shadow of a slump. February 28, 2025
– Earnings season in full flight, including Woolies, Coles and Qantas – Why is inflation so insidious – In the shadow of a slumpSee omnystudio.com/listener for privacy information.
28 Helmi 20251h 17min

Mailbag: incl. Buy and Sell can’t be the only option? February 23, 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 retu...
22 Helmi 20251h 23min



















