Mailbag: incl. Do you eat your own cooking? March 3, 2024
– Do you buy your own recommendations? – Shouldn’t we have a flatter tax structure? – Not your notes, not your money? – Isn’t P/E too simple to use for valuation? – Does ‘the Bank of Mum & Dad’ work l...
2 Mars 202458min
What to make of the 'Magnificent 7'. March 1, 2024
– 1.6m Australians in mortgage stress – What to make of the 'Magnificent 7' – Warren Buffett's latest wisdom – A price gouging rant!See omnystudio.com/listener for privacy information.
1 Mars 20241h 15min
Mailbag: incl. The market says you're wrong. February 25, 2024
– What to make of the Mascot Towers fiasco? – Help me with EV/EBITDA – Remember: the market thinks you’re wrong – How would you invest a modest windfall? – Mortgage paid, DCA… what next? – What’s the ...
24 Feb 20241h 17min
Wages finally inch ahead of inflation. February 23, 2024
– Real wages are positive for the first time in three years. – Woolies CEO leaves a modest profit… and profiteering? – NAB profit disappoints. – ANZ buys Suncorp’s banking business. – Nvidia: An AI bu...
23 Feb 20241h 17min
Mailbag: incl. The next Warren Buffett? February 18, 2024
– I’m 9… what more should I do? – What happens when ETFs become saturated? – Which ETF? IVV or VGS? – What will changes in property and shares mean for the future? – Help me teach my 18yo who doesn’t ...
17 Feb 20241h 27min
An investment opportunity in offices? February 16, 2024
– US Inflation stubbornly high – Another market over-reaction – What CBA's results tell us about the economy – Unemployment drifts upwards – Lyft's earning's snafuSee omnystudio.com/listener for priva...
16 Feb 20241h 12min
Mailbag: incl. I'm down 20%. Time to quit? February 11, 2024
– Equal-weighted ETFs? Good or bad? – Should ETF managers be able to vote their shares? – Judo Bank can’t get a break – I’m down 20%... what next? – What are ‘the futures’?See omnystudio.com/listener ...
10 Feb 20241h 4min
An RBA deer in the headlights? February 9, 2024
– The new/old RBA meets... and fronts a press conference – Do Nick Scali and Myer present a challenge for rates? – Worth workplace reforms, or more red tape? – Allan Fels diagnoses the problems with c...
9 Feb 20241h 29min
