
Mailbag: incl. Should I stop adding to my biggest positions? December 10, 2023
– Will the future look like the past? – Should I stop adding to my largest investments? – How much is too much? – How much Bitcoin should I own? – Which shares to sell to buy a house? – Time to s...
9 Des 20231h 8min

The hidden opportunities in a slowing economy. December 8, 2023
– Rates on hold, and GDP disappoints – Vale, Charlie Munger – Predictably useless predictions – Soul Patts bids for a fund manager See omnystudio.com/listener for privacy information.
8 Des 20231h 7min

Mailbag: incl. 'Here's to the Boomers!' December 3, 2023
– Ways to be a better seller – Here’s to the Boomers – What about building wealth as a single? – Rant more! – What’s the right way to calculate a dividend yield? See omnystudio.com/listener for pr...
2 Des 20231h 15min

The hidden opportunities in a slowing economy. December 1, 2023
– The ‘hawkish’ RBA – Super for housing… again? – Australian Super goes active – What you can learn by running a business See omnystudio.com/listener for privacy information.
1 Des 20231h 11min

Mailbag: incl. Should the Australian government be ‘prepping’? November 26, 2023
Can I afford to retire in 15 years? Who are these ‘nominee’ shareholders? Go West, young man (and woman)! What about bonds? See omnystudio.com/listener for privacy information.
25 Nov 20231h 22min

Inflation becomes domestic. November 24, 2023
Inflation becomes domestic What’s really driving inflation? Optus CEO walks the plank ANZ's misguided work from home policy See omnystudio.com/listener for privacy information.
24 Nov 20231h 20min

Mailbag: incl. Andrew answers a Bitcoin question - concisely! November 19, 2023
– Finally, a Bitcoin question – Should I trim a big winner? – How do I apply a margin of safety? – Isn’t the economy a figment of our imagination?See omnystudio.com/listener for privacy information.
18 Nov 202359min

Is the market too optimistic? November 17, 2023
– The end of the beginning or the beginning of the end? – The market seems to know… – Another bank, another huge profit – The value of a brandSee omnystudio.com/listener for privacy information.
17 Nov 20231h 23min



















