Mailbag: incl. Someone I trust is selling. August 20, 2023
– What should I do when a trusted investor is selling? – What about the tax on bank interest? – Can I use the ASX’s P/E to decide when to invest? – When would you sell Amazon? – What about personalise...
19 Aug 20231h 18min
What next for the economy? August 18, 2023
– Chinese deflation… now what? – Transurban bounces back – Telstra’s profit soars – A(nother) new housing policy. Sort of.See omnystudio.com/listener for privacy information.
18 Aug 20231h 13min
Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023
– The (questionable) lessons from wheatgrass – Won’t rates go back to 15%? – How do I stay the course? – What about short-sellers – Lessons from losersSee omnystudio.com/listener for privacy informati...
12 Aug 20231h 9min
How much bank profit is too much? August 11, 2023
– CBA makes how much? – Public policy goes nuts – Berkshire hits an all-time high – WeWork on life-supportSee omnystudio.com/listener for privacy information.
11 Aug 20231h 10min
Mailbag: incl. Evaluating turnaround investments. August 6, 2023
– The case for investing in Australian residential property – Until I can pay my taxes with Bitcoin, I’m out… – Bitcoin doesn’t scale – How should I add money to an existing portfolio? – Should I ...
5 Aug 20231h 3min
The last rate hike? August 4, 2023
– The last rate hike? – Fitch downgrades US credit… does it matter? – Big writedowns for BWP – Is business right on tax reform? See omnystudio.com/listener for privacy information.
4 Aug 20231h 6min
Mailbag: incl. Evaluating turnaround investments. July 30, 2023
– X marks the spot – Is housing the biggest moat? – ‘Defined benefit’ Super? – How should I benchmark shorter-term investments – Are my ASX shares the same as the overseas ones? – How should I evaluat...
29 Jul 20231h 26min
What to expect this earnings season. July 28, 2023
– Scott goes away and the market goes up – The beauty of the donut van in Berry – What to expect this earnings season – Target and K-mart to merge? See omnystudio.com/listener for privacy information...
28 Jul 20231h 26min
