Mailbag: incl. Is it time to invest in childcare? November 12, 2023
– How does balance sheet strength factor into valuation? – Invest inside or outside Super? – Should we invest in childcare centres? – UK investing ideas – What about Lithium? – Should we worry about t...
11 Nov 20231h 9min
The hidden opportunities in a slowing economy. November 10, 2023
– Pain for Optus customers... and the business – Interest rates heading higher... unless the government acts – The hidden opportunities in a slowing economy – The anti-NudgeSee omnystudio.com/listener...
10 Nov 20231h 16min
Mailbag: incl. Is cash really king? November 5, 2023
– Is it a good time to be in cash? – Does a company have a moat if I hate paying? – Is this a better tech ETF? – Is there nuance to precious metal strategies? – What’s the role of positive interest ra...
4 Nov 20231h 32min
The risk of economic pain is growing. November 3, 2023
– Rates on a knife edge – The risk of economic pain is growing – The good, bad and ugly of acquisitions – Small caps getting smashed?See omnystudio.com/listener for privacy information.
3 Nov 20231h 7min
Mailbag: incl. Four investing concepts you need to know. October 29, 2023
– Shouldn’t I just copy Warren Buffett – Help me with Acronym Alphabet Soup – Stop messing with our coppers! – The case for a UBISee omnystudio.com/listener for privacy information.
28 Okt 20231h 24min
We get a little... ranty. October 27, 2023
-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem See omnystudio.com/listener for privacy information.
27 Okt 20231h
Mailbag: incl. The new Super tax: An inheritance tax by stealth? October 22, 2023
– How much NASDAQ 100 should I hold? – Hedged or unhedged ETFs? – What criteria is most important for investors? – Is taxing Super just inheritance tax by stealth? – Which ETFs should I buy?See omnyst...
21 Okt 20231h 8min
Risk, and the opportunity for gains. October 20, 2023
– Why doesn’t the market care about Israel and Palestine? – Why buy small caps? – Two companies Ram owns – Whitehaven to buy BHP's coal assetsSee omnystudio.com/listener for privacy information.
20 Okt 20231h 4min
