Episodes

  • Mailbag, incl: What else can we do when rates don’t work? November 1, 2026
    Oct 31 2026

    – Should I invest more conservatively as I age?

    – What else can we do when rates don’t work?

    – What can the government do to break the productivity/inflation cycle?

    See omnystudio.com/listener for privacy information.

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    1 hr and 27 mins
  • Anthropic’s $2 trillion IPO. October 30, 2026
    Oct 30 2026

    – Inflation rises… again

    – What if house prices keep falling?

    – Anthropic’s $2t IPO

    – Star cops an existential(?) fine



    See omnystudio.com/listener for privacy information.

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    1 hr and 23 mins
  • Mailbag, incl: Is ‘tax the rich’ a solution? October 25, 2026
    Oct 24 2026

    – Is ‘tax the rich’ a solution?

    – How can I avoid companies making bad acquisitions?

    – Can Australia specialise in something unique?

    – Who would be in your famous investor discussion group?

    See omnystudio.com/listener for privacy information.

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    1 hr and 22 mins
  • Thinking about value in an uncertain world. October 23, 2026
    Oct 23 2026

    – NextDC share price craters

    – Thinking about value in an uncertain world

    – What NAB’s layoffs mean for investors

    – AI and the innovator’s dilemma

    See omnystudio.com/listener for privacy information.

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    1 hr and 30 mins
  • Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026
    Oct 17 2026

    – What happens to lenders mortgage insurance in a downturn?

    – Do bonds belong in my portfolio?

    – What can I draw down before retirement?

    – How should I own shares for my young kids?

    See omnystudio.com/listener for privacy information.

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    1 hr and 20 mins
  • The value of the value chain. October 16, 2026
    Oct 16 2026

    – A post mortem (of sorts) on Firmus

    – … and Glencore lists here

    – The value of the value chain

    – 23/5 trading is coming… to the ASX?

    See omnystudio.com/listener for privacy information.

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    1 hr and 34 mins
  • Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026
    Oct 10 2026

    – Is investing in ETFs inside Super enough?

    – What are the pros and cons of Kogan’s incentive scheme?

    – What to do if you’re sure there’s a crash coming?

    See omnystudio.com/listener for privacy information.

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    1 hr and 33 mins
  • The silliness of government groceries. October 9, 2026
    Oct 9 2026

    – Consumer confidence is falling

    – Greens on groceries

    – Sunrice gets a bailout

    – DJs loses brands and Coles might use robots

    See omnystudio.com/listener for privacy information.

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    1 hr and 28 mins