The power of investing in small caps. October 21, 2022
-- A change afoot among investors -- When the macro does and doesn't matter -- Are falling house prices a good thing? -- The power of investing in small capsSee omnystudio.com/listener for privacy inf...
21 Okt 20221h 11min
Mailbag: incl. The downside of working from home? October 16, 2022
-- Won't WFH lead to more offshoring of jobs? -- Where do I get good investing data? -- Stock smackdown: Brickworks or Soul Patts? -- Should we invest in Africa? -- Different P/Es? -- Aren't we overpa...
15 Okt 20221h 13min
When does confidence become hubris? October 14, 2022
-- An open letter to the US Fed -- How to make sense of AGM season -- Myer asks Solly Lew to play nice -- Some land tax parallels for investors -- Dubber cops a drubbingSee omnystudio.com/listener for...
14 Okt 202256min
Mailbag: incl. Is hedging a lose-lose? October 9, 2022
-- Oh dear... a Bitcoin question :) -- Investing in Australia... from New Zealand -- Does MOAT have a moat? -- Investing for a 15yr old-- How risky are REITs? -- The benefits -- and costs -- of volati...
8 Okt 202259min
How much power does the RBA really have? October 7, 2022
-- Rates up… but by less than expected -- The pros and cons of the latest increase -- How smaller rate increases could lead to higher inflation -- More volatility… but this time the good kind!See omny...
7 Okt 20221h 6min
Mailbag: incl. Is corporate debt a four-letter word? October 2, 2022
-- A good broker for ETFs? -- A vote for patriotism -- What should we do with forecasts of doom? -- Time to pay attention to currency? -- An appropriate international ETF and benchmark? -- Is debt a f...
1 Okt 20221h 8min
Is a crash on the way? September 30, 2022
-- A famous name predicts a big crash ahead -- The UK government... brave or crazy? -- Retail sales up... more headaches for the RBA -- The growing risk of cybersecurity -- AGL pushes ESG back to the ...
30 Sep 20221h 8min
Mailbag: incl. Why pick stocks? September 25, 2022
-- If we're all getting the average, why pick stocks? -- Endowment warrants? -- ETFs - which broker? -- I have trouble selling!See omnystudio.com/listener for privacy information.
24 Sep 202256min
