Mailbag, incl: How should Australia’s Sovereign Wealth Fund invest? June 14, 2026

Mailbag, incl: How should Australia’s Sovereign Wealth Fund invest? June 14, 2026

– How should Australia’s Sovereign Wealth Fund invest?

– Should public transport be ‘free’?

– How should we evaluate debt levels of different companies?

See omnystudio.com/listener for privacy information.

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Episoder(1018)

Mailbag, incl: What metrics should government use? June 28, 2026

Mailbag, incl: What metrics should government use? June 28, 2026

– What metrics should government use? – Shouldn’t we criticise a broken promise? – Can we have a campfire rant? – Is there enough upside to invest, rather than paying the mortgage?See omnystudio.com/l...

27 Jun 1h 29min

When are founder-CEOs no longer necessary? June 26, 2026

When are founder-CEOs no longer necessary? June 26, 2026

– Inflation is… stuck – Will house prices fall? – When are founder-CEOs no longer needed?See omnystudio.com/listener for privacy information.

26 Jun 1h 21min

Mailbag, incl: Can borrowing for shares close the gap to property? June 21, 2026

Mailbag, incl: Can borrowing for shares close the gap to property? June 21, 2026

– Does borrowing on shares close the gap to leveraged property? – Should we take away pollies’ perks if they break promises? – Does the tax system disincentivise skilled immigration? See omnystudio....

20 Jun 1h 3min

A tipping point for retail in Australia?. June 19, 2026

A tipping point for retail in Australia?. June 19, 2026

– Is a Trillionaire really a bad person? – The end of hostilities in Iran… we hope – A tipping point for retail in Australia?See omnystudio.com/listener for privacy information.

19 Jun 1h 30min

SpaceX ready for launch. June 12, 2026

SpaceX ready for launch. June 12, 2026

– SpaceX ready for launch – Job cuts: AI, Southern Cross and Woolies – Can AI bring us one-hour workweeks?See omnystudio.com/listener for privacy information.

12 Jun 2h 10min

Mailbag, incl: Can we stop the intergenerational hate? June 7, 2026

Mailbag, incl: Can we stop the intergenerational hate? June 7, 2026

– Is the PEG Ratio valid? – What do I do when management breaks my investment thesis? – Please stop saying we can’t make a difference on national security – Can we stop the intergenerational hate? ...

6 Jun 1h 3min

GDP, monetary policy and the status quo effect. June 5, 2026

GDP, monetary policy and the status quo effect. June 5, 2026

– GDP growth slows – Why the RBA got what it wanted… and others aren’t happy – The status quo effect needs to be challengedSee omnystudio.com/listener for privacy information.

5 Jun 1h 49min

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