Rates, inflation and wages. Make it make sense! February 10, 2023
-- Rates up -- Where is fiscal policy? -- Inflation continues its march… what about wages? -- We’re not going to have a recession… are we?See omnystudio.com/listener for privacy information.
10 Feb 20231h 12min
Mailbag: incl. War of the acronyms. February 5, 2023
-- ETFs vs LICs -- How much money should we have in the rainy-day fund? -- What do private equity investors know that we don’t? -- What are CDIs? -- What’s the minimum I should invest in each company?...
4 Feb 202348min
Many CEOs are terrible at their most important task! February 3, 2023
-- Best January… ever? -- Tech comes roaring back. -- US pumps rates… markets roar. -- Capital allocation… so important, so rarely done well. -- A retail sales conundrum.See omnystudio.com/listener fo...
3 Feb 20231h 1min
Mailbag: incl. Regrets, we've had a few! January 29, 2023
– What about Metcash? – A better sharemarket game? – Should I go to company AGMs – Is ‘scuttlebutt’ investing dead? – Do you regret not buying mining stocks?See omnystudio.com/listener for privacy in...
28 Jan 20231h 8min
Did the RBA really say we should take a pay cut? January 27, 2023
-- Rates in focus with inflation on the up -- Property slump slows... for good? -- The RBA Governor wants us to take a pay cut? -- Tech layoffs continue -- Retail sales continue to rise... for now...S...
27 Jan 20231h 2min
Mailbag: incl. Who are the shonks in finance? January 22, 2023
– Why don’t we have cheap, long term fixed mortgages? – Who are the shonks in finance? – What about cash? – I inherited a wrap. Now what? – How do I evaluate small-cap management?See omnystudio.com/li...
21 Jan 202358min
Revenge spending... here to stay? January 20, 2023
-- Measuring your investment performance -- Market’s up 6.5% -- China’s slowing down and population reverses… -- Revenge spending spurs retail sharesSee omnystudio.com/listener for privacy information...
20 Jan 20231h 4min
Mailbag: Volatility versus retirement. January 15, 2023
-- I'm good with volatility, but what about retirement? -- When to sell a hedged ETF? -- ETFs or a house and garden? -- If we were in charge for a day... -- Is my portfolio structured properly?See omn...
14 Jan 20231h 8min
