Mailbag: incl. What happens when Buffett goes? March 5, 2023
– Why has the S&P 500 done so well recently? – Have we seen the last quantum leap? – What happens when Warren Buffett goes? – Phil Lowe gets how much? – Career advice from Ram and ScottSee omnystudio....
4 Maalis 202351min
A tale of property woe. March 3, 2023
-- The awful state of the rental market -- GDP & CPI… and rates? -- Changes to Super -- Macquarie joins the home loan fight- - Gerry Harvey is unusually forthrightSee omnystudio.com/listener for priva...
3 Maalis 20231h 8min
Mailbag: incl. Will the ATO come looking for me? February 26, 2023
-- How can we fix Super? -- Are DRP shares less valuable? -- Will the ATO come looking for me? -- Crypto exchanges crashed… what about shares? -- When would you buy bonds?See omnystudio.com/listener f...
25 Helmi 20231h
Domino's gets sliced and Qantas flies high. February 24, 2023
-- Domino’s gets sliced by the market -- Qantas makes $1.4b… thanks to the taxpayer? -- Are the banks and supermarkets profiteering? -- Two businesses profiting despite the macro headwindsSee omnystud...
24 Helmi 20231h 10min
Mailbag: incl. What's Andrew's retirement plan? February 19, 2023
– What’s Andrew’s retirement plan? – What happens if inflation stays at 5% – Should I ignore ROE, ROA and ROIC? – Who are governments borrowing all this debt from? – The downside of structured diversi...
18 Helmi 20231h 10min
Lowe debates high rates. February 17, 2023
-- Governor Lowe gives his testimony -- CBA’s bumper profit… and shares fall 5.7% -- Milkrun lays off more staff -- Taking account of the long run -- The beauty of wonderful businessesSee omnystudio.c...
17 Helmi 20231h 15min
Mailbag: incl. What do do when winners get too big? February 12, 2023
– What about high yield ETFs– How can you value an ETF?– Can you have too much in Super?– Should I reweight my portfolio?– Should I sell the VDHG ETF?– Are DRPs good or bad?See omnystudio.com/listener...
11 Helmi 20231h 8min
Rates, inflation and wages. Make it make sense! February 10, 2023
-- Rates up -- Where is fiscal policy? -- Inflation continues its march… what about wages? -- We’re not going to have a recession… are we?See omnystudio.com/listener for privacy information.
10 Helmi 20231h 12min
