– 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 Strawman

– Convince me rates won’t rise a lot

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– Are we about to see a change in CGT?

– It’s expectations season

– PR-by-ASX-announcement?

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– 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!

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– Rates up… no surprise.

– Gold’s plunge

– I am the Kiss of Death

– Selling off the family silver

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– 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 small caps and AI?

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– Inflation surges

– Gold soars, Australian dollar soars. And the US dollar is sinking.

– An “employment ice age is coming”, according to some.

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– Ethical investing and the sleep-at-night test

– Notes from a loyal listener

– What on earth should we make of Japan?

– What about doubling the GST and paying it back as a dividend?

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– Where is confession season?

– Valuations are high, but many have fallen?

– Is it our turn to try tariffs?

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