Opportunities from a market sell-off. May 13, 2022
-- US inflation peaks… maybe -- Market selloff – things are getting brutal -- Speaking of brutal, banks can’t buy profit growthSee omnystudio.com/listener for privacy information.
13 Touko 20221h 4min
Mailbag: incl. a Big Berkshire Tangent. May 8, 2022
-- Did I screw up by not hedging? -- Setting up a portfolio for (eventual) retirement -- ETFs only? Or some 'play money' on the side? -- Charlie Munger disses Bitcoin; and -- Why Charlie is wrong (not...
8 Touko 20221h 8min
Rates up and blue chips disappoint. May 6, 2022
-- Rates up -- finally -- in Australia-- And in the US... but they go big! -- JB Hi-Fi: Good results, but disappointment from investors -- Flight Centre in the red, again -- The bear market for growth...
6 Touko 20221h 9min
Mailbag: incl. Time to buy a house? May 1, 2022
-- Time to correct a broken thesis and buy a house? -- Bunnings and Qantas better than Telstra? -- What about rebalancing with bonds when stocks get too expensive? -- My stock picks -- bar one -- are ...
1 Touko 20221h 11min
Inflation spikes, and Musk buys Twitter. April 29, 2022
-- Inflation spikes, RBA on the starting blocks -- What happens if we run out of financial advisors? -- What's good advice, anyway? -- Elon Musk buys Twitter -- Pushpay gets a takeover bidSee omnystud...
29 Huhti 20221h 10min
Mailbag: Your questions answered! April 24, 2022
Scott and Andrew answer your finance and investing questions!See omnystudio.com/listener for privacy information.
24 Huhti 20221h 6min
Another 8 traits of great businesses. April 22, 2022
Scott and Andrew discuss another 8 traits of great businesses; and add more companies for your consideration.See omnystudio.com/listener for privacy information.
22 Huhti 20221h 33min
Mailbag: Your questions answered! April 17, 2022
Scott and Andrew answer your finance and investing questions!See omnystudio.com/listener for privacy information.
17 Huhti 20221h 5min
