
Mailbag: incl. Investing for income. May 26, 2024
– A Vanguard stream of consciousness from a listener – Where can I invest a large sum for income? – Are takeovers just a series of gotchas? – If not now, when to buy the banks? – In praise of context ...
25 Mai 20241h 18min

Investing in structural shifts. May 24, 2024
– Some thoughts on higher education – The challenges facing housing – CBA takes $10k off-the-plan deposits – Why not everything is as it seems in retail – Investing in structural shiftsSee omnystudio....
24 Mai 20241h 31min

Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024
– What’s happening with GameStop 2.0 – I’ve done the PE… what next? – How does productivity impact investing? – How much is enough?See omnystudio.com/listener for privacy information.
18 Mai 20241h 21min

Breaking down the Federal Budget. May 17, 2024
Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.See omnystudio.co...
17 Mai 20241h 28min

Mailbag: incl. The Statler & Waldorf edition. May 12, 2024
– Does AI make central planning possible? – I’ve lost conviction, what do I do? – Why should we fear a property crash? – Roll over the term deposit, or buy shares? – I can sell everything to pay off t...
11 Mai 20241h 14min

The best way to run a bank. May 10, 2024
– Rates on hold… for now – The folly of GDP – Bank profits fall... – …But buybacks and dividends keep investors happy – The best way to run a bank – Company culture? Try shareholder cultureSee omnystu...
10 Mai 20241h 27min

Mailbag: incl. The best way to invest for growth. May 5, 2024
– Have I got the right growth investments? – Is the Ex-20 ETF a good option? – Shouldn’t you sell Fortescue? – How can I invest for my daughters?See omnystudio.com/listener for privacy information.
4 Mai 20241h 5min

Could rates really rise three time? May 3, 2024
– Warren Hogan says rates could rise three times this year – Retail sales fall – Bonza fails – BHP makes a pitch for Anglo American – The best way to allocate capitalSee omnystudio.com/listener for pr...
3 Mai 20241h 18min



















