Episodes

  • 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
  • Mailbag, incl: The Motley Fool Money drinking game? May 24, 2026
    May 23 2026

    – The Motley Fool Money drinking game?

    – Did you make a mistake on CSL?

    – Am I being ‘tricked’ by VDHG?

    See omnystudio.com/listener for privacy information.

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    1 hr and 12 mins
  • The real issue with housing affordability. May 22, 2026
    May 22 2026

    – Angus Taylor’s Budget reply

    – Pushback on NG and CGT

    – The real issue with housing affordability

    See omnystudio.com/listener for privacy information.

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    1 hr and 47 mins
  • Mailbag, incl: Quarks, physicists and engineers… and investing. May 17, 2026
    May 16 2026

    – How do I think about moving from accumulation to income?

    – How do you manage ‘legacy’ positions?

    – Quarks, physicists and engineers

    See omnystudio.com/listener for privacy information.

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    1 hr and 25 mins
  • A consequential Budget for investors. May 15, 2026
    May 15 2026

    It was a big Budget, with changes to trusts, negative gearing and capital gains tax… and let’s not forget the bigger picture!

    See omnystudio.com/listener for privacy information.

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    1 hr and 49 mins