
Mailbag: incl. The challenge of selling, well. September 17, 2023
- Hang on, what is an ETF exactly? - Tell me more about selling? - How many stocks is right for a portfolio? - Isn't Ram doing the same thing with Bitcoin?See omnystudio.com/listener for privacy infor...
16 Sep 20231h 24min

A millionaire says the quiet bit out loud. September 15, 2023
- Great news on unemployment - Qantas loses another battle - The average fund makes what? - A millionaire says the quiet bit out loudSee omnystudio.com/listener for privacy information.
15 Sep 20231h 16min

Mailbag: incl. The kids are alright! September 10, 2023
-- Advice for the kids from Katamatite -- What’s wrong with buybacks? -- Market crash: cheap or quality? -- 4 day work week: I’m unconvinced -- Global versus US ETFs?See omnystudio.com/listener for pr...
9 Sep 20231h 20min

The economy is sputtering September 8, 2023
-- An argument on rates -- GDP causes concern -- The role of mental models -- Qantas cauterises the wound -- Fortescue bleeds executivesSee omnystudio.com/listener for privacy information.
8 Sep 20231h 16min

Mailbag: incl. Improving returns before retirement. September 3, 2023
– How can I improve my returns? – Should I sell and buy back, just for psychological reasons? – How can a company be cashflow positive and report a loss? – What should 20-somethings do with a windfall...
2 Sep 20231h 26min

In praise of great management. September 1, 2023
– Looking back at earnings season – What's up with huge swings in share prices – In praise of great management – What’s going on with Resmed? – ASX’s recent woes See omnystudio.com/listener for privac...
1 Sep 20231h 4min

Mailbag: incl. How many banks should I own? August 27, 2023
– How much bank exposure should I have? – What could go wrong with the banks? – How much stock do you place in an audit report? – How to pick stocks in a rapidly evolving tech landscape? – How do you ...
26 Aug 20231h 5min

Retail's ups and downs. August 25, 2023
– The inefficient market – Stop trying to be too clever – Retail woes / Scentre soars – Do Westpac’s results give us a glimpse of the future?See omnystudio.com/listener for privacy information.
25 Aug 20231h 12min



















