Episodes

  • Mailbag, incl: Can borrowing for shares close the gap to property? June 21, 2026
    Jun 20 2026

    – Does borrowing on shares close the gap to leveraged property?

    – Should we take away pollies’ perks if they break promises?

    – Does the tax system disincentivise skilled immigration?

    See omnystudio.com/listener for privacy information.

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    1 hr and 3 mins
  • A tipping point for retail in Australia?. June 19, 2026
    Jun 19 2026

    – Is a Trillionaire really a bad person?

    – The end of hostilities in Iran… we hope

    – A tipping point for retail in Australia?

    See omnystudio.com/listener for privacy information.

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    1 hr and 31 mins
  • Mailbag, incl: How should Australia’s Sovereign Wealth Fund invest? June 14, 2026
    Jun 13 2026

    – How should Australia’s Sovereign Wealth Fund invest?

    – Should public transport be ‘free’?

    – How should we evaluate debt levels of different companies?

    See omnystudio.com/listener for privacy information.

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    1 hr and 19 mins
  • SpaceX ready for launch. June 12, 2026
    Jun 12 2026

    – SpaceX ready for launch

    – Job cuts: AI, Southern Cross and Woolies

    – Can AI bring us one-hour workweeks?

    See omnystudio.com/listener for privacy information.

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    2 hrs and 10 mins
  • Mailbag, incl: Can we stop the intergenerational hate? June 7, 2026
    Jun 6 2026

    – Is the PEG Ratio valid?

    – What do I do when management breaks my investment thesis?

    – Please stop saying we can’t make a difference on national security

    – Can we stop the intergenerational hate?

    – Is the US being run by a ham sandwich?

    See omnystudio.com/listener for privacy information.

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    1 hr and 3 mins
  • GDP, monetary policy and the status quo effect. June 5, 2026
    Jun 5 2026

    – GDP growth slows

    – Why the RBA got what it wanted… and others aren’t happy

    – The status quo effect needs to be challenged

    See omnystudio.com/listener for privacy information.

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    1 hr and 50 mins
  • Mailbag, incl: Give us some optimism? May 31, 2026
    May 30 2026

    – Is the NASDAQ diversified enough? Are the FAANG stocks?

    – Give us some optimism

    – How can we have a sovereign wealth fund if we’re in debt?

    See omnystudio.com/listener for privacy information.

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    59 mins
  • The compound power of combination. May 29, 2026
    May 29 2026

    – EVs and innovation

    – (Yet another) reason not to try to time the market

    – The compound power of combination

    – Why ‘adoption’ wins

    See omnystudio.com/listener for privacy information.

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    1 hr and 30 mins