Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
– How can I make sure I’m not buying more shares because of ego? – Why have Gold and Bitcoin diverged? – How do I respond to the AI threat with ETFs? – More on mean reversion, please? See omnystudi...
21 Feb 1h 38min
Is the opportunity window for investors closing? February 20, 2026
– Is the opportunity window for investors closing? – A new Opposition… time for new policies? – Where mining goes, goes the market – Resources jump… and slump See omnystudio.com/listener for privac...
20 Feb 1h 40min
Mailbag, incl: When is CEO remuneration too high? February 15, 2026
– What is the ‘debasement trade’? – Is there too much money chasing too few assets? – When is remuneration too high? – Have you changed your mind on the global order? – A history correction for the S...
14 Feb 1h 25min
It’s expectations season! February 13, 2026
– Are we about to see a change in CGT? – It’s expectations season – PR-by-ASX-announcement? See omnystudio.com/listener for privacy information.
13 Feb 1h 27min
Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
– What about competition in a portfolio? – How can I keep my winners, but also rebalance my portfolio? – Why aren’t people borrowing against their homes to invest? – Use your real names, please! Se...
7 Feb 1h 26min
We’re selling off the family silver… again. February 6, 2026
– Rates up… no surprise. – Gold’s plunge – I am the Kiss of Death – Selling off the family silver See omnystudio.com/listener for privacy information.
6 Feb 1h 26min
Mailbag, incl: Is it time to get defensive? February 1, 2026
– In which phase of the market cycle does the Small Cap sector generally get the love? – Is it time to get defensive? – Should I hold Bitcoin directly or through an ETF – Does mean reversion apply to ...
31 Jan 1h 23min
Is there an AI ‘employment ice age’ coming? January 30, 2026
– Inflation surges – Gold soars, Australian dollar soars. And the US dollar is sinking. – An “employment ice age is coming”, according to some.See omnystudio.com/listener for privacy information.
30 Jan 1h 47min
