– Earnings season in full flight, including Woolies, Coles and Qantas

– Why is inflation so insidious

– In the shadow of a slump

– Should we back up the ute on Nvidia?

– Oi! Bitcoin is a currency, not an investment.

– Did Xero make a mistake cutting staff?

– How can bitcoin make my pizza cheaper?

Mailbag: incl. Time to back up the ute on Nvidia? August 4, 2024

– Do I pay tax to rollover my Super?

– The benefit of investing the baby bonus

– Berkshire post Buffett? Fortescue post Twiggy?

– What would the economy look like without COVID-19?

– What’s missing in NTA and NAV?

Mailbag: incl. What would the economy look like without COVID? September 22, 2024

– How can good companies thrive in a bad economy?

– Surely it’s time to buy Magellan?

– When should I stop adding to my portfolio?

– I have a valuation challenge for you!

Mailbag: incl. ‘Be like water’. August 11, 2024

– The Treasurer’s RBA plans in disarray

– Bad policies: Tariffs, company tax cuts and price caps

– Lithium bounces back… for now

– Star still in turmoil

The house doesn’t always win. September 13, 2024

– What happens if/when the US ‘empire’ falls?

– Give me 5 yellow flags

– Great investing is just like great health

– What contrarian bets have you made?

Mailbag: incl. Take care of your portfolio like your body. March 2, 2025

In the shadow of a slump. February 28, 2025

– The value of ‘value’

– Rates cut… but is it ‘one and done’?

– NAB and Bendigo sink like stones

– Whyalla goes broke, and governments step in

 

The value of ‘value’. February 21, 2025

– Can investors influence company behaviour?

– My advisor recommended ETFs. Now what?

– Can I get a 300% franking credit?

– What happens to the balance if I cancel my dividend reinvestment plan?

– The problem with underwritten dividends

Mailbag: incl. Can investors really make an ethical difference? February 16, 2025

– The impact of tariffs on aluminium and steel

– The government flags a buyout of Rex

– Will HELP help, help?

– CBA’s eye-watering profit… and valuation

 

CBA’s eye-watering profit… and valuation! February 14, 2025

– Trump tantrums and tariffs

– NAB cuts fixed rates… but why?

– Is there too much maths in economics

Is there too much maths in economics? February 7, 2025

– What are the pros and cons of using Super to buy a property?

– Should I withdraw money from Super in retirement?

– Should I pay a financial advisor?

– Should I own two competitors in the same industry?

– What about Megaport?

– What happens to shares when the world’s population falls?

– Can we blame inflation on the first business that increased their prices?

Mailbag: incl. Is one business responsible for inflation? February 2, 2025

– Are we about to get a rate cut?

– Please, Treasurer… do the right thing

– Back to the well on AI

– Mosaic finally hits the wall

Making sense of the AI rout. January 31, 2025

– Where should I focus my research time?

– Should I consider Bitcoin separately from my shares?

– Are advice fees justified to take care of the family?

– The benefit of staying the course

– What can governments do to help control inflation?

Mailbag: incl. Are my advisor fees justified? January 26, 2025

– Where are the tariffs?

– What does Project Stargate mean for us?

– Is Star circling the drain?

When Kurt Russell meets Donald Trump, and AI wins? January 24, 2025

– A celebration for our 1,000th show?

– Helping the kids invest better

– Have I overthought the currency?

– Why does good news result in lower prices?

– What about Quantum Computing and AI?

 

Mailbag: incl. Why does good news lead to lower prices? January 19, 2025

– US inflation down, Australian unemployment up

– CBA calls for an end to card surcharges

– Star teeters on the edge

– Telstra, Macquarie and AI, oh my.

 

Not even a blackout can stop the rants. January 17, 2025

– What if borrowers didn’t need a deposit?

– Capital gains tax on crypto? Sometimes.

– Should we run when companies change strategy?

– Can I deduct management fees from my tax?

– Why do you love home ownership so much?

– The right recipe for avocado toast?

 

Mailbag: incl. The right recipe for Smashed Avo on Toast? January 12, 2025

– Inflation falls… and rises

– How to approach a Trump presidency

– Godfrey’s reborn… and lessons for investors

 

The one where old people explain reverse charge calls. January 10, 2025

If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025.

 

New Year, New Investment Thesis? January 3, 2025

– No, volatility really is risk!

– Stock brokers are inviting me to gamble!

– How do you keep up with it all?

– What about a UBI?

– How do you find differing opinions?

– What infrastructure is required to facilitate everyday transactions in Bitcoin?

 

Mailbag: incl. Can I buy milk with Bitcoin? December 29, 2024

We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.

 

So… where does that leave us? December 27, 2024

– If Bitcoin is infinitely divisible, how much is it really worth?

– Could shares be better represented as digital tokens?

– Are bank shares a Ponzi scheme?

– How are investors taxed on US shares?

– What if we made interest tax deductible for our own homes?

Mailbag: incl. Are bank shares just a Ponzi? December 22, 2024

– Why competition and productivity policies matter

– US rate cuts… and the market and Aussie dollar tank

– The challenges of MYEFO

 

 

The challenges for the Australian economy in 2025. December 20, 2024

– What is a ‘custody’ fee?

– Keeping track of Bitcoin CGT?

– Can Bitcoin become the global reserve currency?

– Isn’t an ETF just a fancy CDO?

Mailbag: incl. Are ETFs just fancy CDOs? December 8, 2024

– Dissecting GDP and retail sales

– The challenge of productivity

– A 40 year mortgage? No thanks!

Why productivity is so hard to deliver. December 6, 2024

– Why has renewable energy investing gone so badly?

– How do I choose a US broker?

– Should I just follow your picks?

– How can I find out more about the money system?

– How can we prepare for the new geopolitical reality?

Mailbag: incl. A new geopolitical reality? December 1, 2024

– The problem with modern-day economics

– CPI tells a tangled tale.

– The folly of Trump’s tariffs

– Black Friday sales soar… again

The problem with modern-day economics. November 29, 2024

– Pros and cons of leveraged ETFs

– What Super option should I choose?

– Does compounding have an upper limit?

– Are the academics right?

Mailbag: incl. Are the academics right? November 24, 2024

– Is the Buffett Ratio telling us to sell?

– Will tariffs lead to a market crash?

– The Treasurer is meddling with the Future Fund

– Should the government make businesses accept cash?

Is the Buffett Ratio flashing ‘Sell’? November 22, 2024

– Hedged or unhedged in Super?

– How much should I keep outside Super?

– Start investing, or save for a house?

– Should I use debt recycling?

– Your list sounds like Buffett’s…

– Help… my portfolio is too unwieldy

– What if we have a 5 or 10 year bear market?

Mailbag: incl. Your list sounds like Uncle Warren’s. November 17, 2024

– CBA’s flat results

– Elon and Vivek’s new jobs

– Jim Chalmers’ productivity fund

– Betashares is now offering free brokerage

– Andrew takes a (Bitcoin) victory lap

Productivity is finally on the agenda… November 15, 2024

– How can I tell if a share is overvalued?

– I have a lump sum… do I drip it into the market?

– Does foreign investment mean money is leaving the country?

– My son loves seeing his companies in the street!

– The perils of low P/Es

Mailbag: incl. The perils of low P/Es. November 10, 2024

– An old/new US President

– RBA’s rates call

– The importance of management… again.

In the wake of the US election… November 8, 2024

– I disagree on negative gearing

– Would an ETF beat property, over time?

– How to best invest for the kids?

– What’s the best investing app?

– Where does the debt come from?

Mailbag: incl. Where does the debt come from? November 3, 2024

– The beauty of the ‘affinity play’

– Growth… or a moat?

– Navigating US election uncertainty

– Median house prices soar… again.

The beauty of the ‘affinity play’. November 1, 2024

– How do I invest a lump sum payment?

– Can governments get out from under the pile of debt?

– Time for longer electoral terms

– Do we need a recession?

– Did I just find free money?

– How do I start an investment diary?

Mailbag: incl. Did I just find free money? October 27, 2024

– The pros and cons of Founder CEOs

– Qantas flies to an all-time high

– Coles and Woolies say suppliers are responsible for price increases

– Shock! Banks call for reduction of the lending buffer

Shock! Banks call for a reduction of the lending buffer. October 25, 2024

– The bear case for Bitcoin

– Shouldn’t we wait for ETFs to fall before investing?

– Help me make sense of bank share buybacks!

– I’m going to buy new ETFs. Should I sell the old ones?

– Global or just US ETFs for international diversification?

– What US ETF is best for me?

Mailbag: incl. The bear case for Bitcoin. Sort of. October 20, 2024

– Albo’s clifftop mansion ‘optics’

– Don’t worry about the Feds… the States are the new problem?

– Payment processing fees for the chop?

– Time for APRA to step up to stop housing affordability getting worse

Card surcharges to go... Don’t cheer too loudly. October 18, 2024

– The bull case for Australian property

– When should I switch from ETFs to shares?

– I’m paying how much for financial advice?

– AI is coming for the podcast…

– Unscrambling a property egg for tax purposes

Bonus mailbag edition! October 11, 2024

– Should we pay more attention to the bond volatility index?

– What about Kina Securities?

– Should I hedge if I’m worried about structural currency changes?

– Is financial advice necessary?

– How to talk to the financially disinterested?

Mailbag: incl. Is financial advice necessary? October 6, 2024

– Conflict in the Middle East hits markets

– Retail sales bounce, putting interest rates on watch?

– Should we care about Qatar buying into Virgin

Good retail sales is… bad news? October 4, 2024

– “I have listened to you and now I’ve lost all of my money”

– Are we doomed, or is there an offramp?

– Why don’t you like resource companies?

– Hedged or unhedged?

– Are economics causing us to have fewer kids?

Mailbag: incl. I have listened to you and now I’ve lost all of my money. September 29, 2024

– Rates and inflation in the news

– Negative gearing back on the agenda

– Supermarkets in the firing line

Is the government going back to 2019? September 27, 2024

– US rates drop… by a lot

– Will the RBA respond?

– Pinot and Picasso goes to the wall

– Lessons from the death of Tupperware

Tupperware loses more than a lid or two. September 20, 2024

– LICs or ETFs?

– Will franking credits be killed off?

– The case against DRPs

– How do I balance my income and my life?

– Let’s talk about Buffett’s mistakes!

– A $1 million inheritance. Now what?

Mailbag: incl. What to do with a $1m inheritance? September 15, 2024

– Should we be worried about a weakening US dollar… and economy?

– Here’s how I plan to help my nephews invest…

– Isn’t $10k too much to put away for a newborn?

– What are the costs and benefits of High Frequency Trading?

Mailbag: incl. An investing plan for my nephews. September 8, 2024

– Is the RBA really smashing the economy?

– GDP: Worse than expected, better than feared

– Housing and Roman aqueducts (yes, really)

Is the RBA really ‘smashing the economy’? September 6, 2024

– Isn’t not paying off the mortgage the same as borrowing to buy shares?

– Are investment bonds better than shares, for kids?

– Do ETFs distort the market?

– Do I have my portfolio allocation right?

– Hang around to hear us design a Sovereign Wealth Fund!

Mailbag: incl. We design a sovereign wealth fund!. September 1, 2024

– Inflation comes down… but not enough

– Commercial property feeling the pinch

– Supermarket earnings impress… and annoy some.

– BHP makes $20b… but the future might look different

– Berkshire hits $1 trillion… and the market doesn't get it

Is TINA back in the house? August 30, 2024

– Why don’t we grasp the concept of progressive tax rates?

– How do I find new ideas?

– Will a US trade war hurt the global economy?

– Why do funds have such a high weighting of Australian shares?

– Is this what it feels like before a big fall?

Mailbag: incl. Is this what it feels like before a big fall?? August 25, 2024

– Earnings season wins and losses

– Lessons from share price volatility

– The market is back baby… at least for now

– The newest Vanguard Index Chart is out

The picture that paints 1,000 words. August 23, 2024

– When did you last change your mind?

– Why list on the ASX?

– Chief Bottlewasher?

– ASX or overseas ETFs?

– Should I invest inside or outside Super?

Mailbag: incl. Why do companies list on the ASX? August 18, 2024

– Rates down in NZ, maybe the US… and here?

– CBA’s $9.84b profit

– Just how are ‘fair prices’ for shares arrived at?

– Seek delivers a loss

Time for a rate cut? August 16, 2024

– What caused the recent market ructions?

– Where is the serious economic policy?

The market takes a wobble. August 9, 2024

– Inflation remains high… what now for rates?

– We’re still in a per capita recession

– 50 year mortgages rear their ugly heads again…

– Losing another airline is careless

The more things change… August 2, 2024

– How do you measure performance?

– Don’t let the numbers mislead you

– Should companies capitalise R&D?

– Is Soul Patts as good as it seems?

– What can we learn from the Rich List?

Mailbag: incl. What can we learn from the Rich List? July 28, 2024

– How about we invest in the regions?

– What about the geopolitics of ‘made in Australia’?

– We could make aluminium here!

– Who makes the money?

– How do I save for my Big Lap?

Mailbag: incl. What about investing in the regions? July 21, 2024

– Some healthy financial habits for a healthier, wealthier portfolio

Go hack yourself! July 19, 2024

– What’s the right valuation metric?

– If Andrew was King for a Day…

– What about Pacific Equity Partners?

– Is it time to buy unlisted assets?

Mailbag: incl. What if Ram was king for a day? July 14, 2024

– ‘Meme stocks’. It’s the phrase that describes a social media revolution… and not in a good way. How do you know if you own one… or whether it’s justified excitement?

How do I know if I own a ‘meme stock’? July 12, 2024

– Invest or pay off the mortgage?

– Okay… but where do I start?

– What would you tell your younger self?

– Borrow and contribute to Super?

Mailbag: incl. Invest or pay off the mortgage? July 7, 2024

– How should investors be thinking about AI? Where are the winners and losers likely to come from… or can we know at all?

The investor’s guide to Artificial Intelligence. July 5, 2024

– Is UniSuper safe?

– What about Kogan now?

– Should I diversify into private equity?

– What index should we benchmark against?

– You have to make a choice here!

Mailbag: incl. Should I invest in private equity? June 30, 2024

– Inflation rises… but maybe temporarily?

– And tax cuts are going to make it worse

– Politics done… well?

– No tax on unrealised gains!

Pollies doing some bad (and good!) things. June 28, 2024

– Why aren’t you in the top 50 pods?

– Remind me how to invest for kids?

– Gear into shares to leave money for bonds?

– Equal-weighted ETFs?

– Why not Europe?

Mailbag: incl. Should I buy equal-weighted ETFs? June 23, 2024

– RBA decision: nothing… yet.

– The problem with first-order thinking

– Insolvencies hit all time high

– Turning an investing eye on the energy debate

The problem with first order thinking. June 21, 2024

– What will the index look like in decades to come?

– Are the banks in trouble?

– Why get rid of negative gearing?

– What parts of our economy are tied to housing?

Mailbag: incl. Is the index too sleepy to invest in? June 16, 2024

– The US economy is too strong for rate cuts...

– ... And ANZ pushes out it's Australian forecasts

– How to be antifragile in an uncertain world

– We consider IPOs, including GYG, Virgin and Canva

How to be antifragile in an uncertain world. June 14, 2024

– What’s your FIRE number? 

– Your ‘Future Made in Australia’ rant was bad! 

– Why do US ETF prices move when the US market is closed? 

– Isn’t a geared ETF a no-brainer? 

– What’s the role of thematic ETFs? 

– Sell the lot and buy the NASDAQ? 

– Have you seen the Super fund advertising spending? 

Mailbag: incl. What's your FIRE number? June 9, 2024

– The economy bumps along the bottom 

– Why per-capita GDP matters 

– Will Stage 3 be spent or saved? 

– Have shares become decoupled from the real economy? 

Have shares become decoupled from the real economy? June 7, 2024

– Is this really dollar cost averaging? 

– Thanks for the live event! 

– Are there any good ‘quality’-based ETFs? 

– Lessons from Boeing’s problems? 

– Dividends or growth for retirement? 

– Give Bitcoin more time! 

Mailbag: incl. The best way to set up for retirement? June 2, 2024

– The case for lower company taxes? 

– Could AI be as big as the Industrial Revolution 

– Is the Super cash surge going into reverse? 

Could AI be as big as the Industrial Revolution? May 31, 2024

– A Vanguard stream of consciousness from a listener

– Where can I invest a large sum for income?

– Are takeovers just a series of gotchas?

– If not now, when to buy the banks?

– In praise of context and meaning

– Should I care if a company issues more shares?

Mailbag: incl. Investing for income. May 26, 2024

– Some thoughts on higher education

– The challenges facing housing

– CBA takes $10k off-the-plan deposits

– Why not everything is as it seems in retail

– Investing in structural shifts

Investing in structural shifts. May 24, 2024

– What’s happening with GameStop 2.0

– I’ve done the PE… what next?

– How does productivity impact investing?

– How much is enough?

Mailbag: incl. “The meats of our philosophical stews”. May 19, 2024

Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.

Breaking down the Federal Budget. May 17, 2024

– Does AI make central planning possible?

– I’ve lost conviction, what do I do?

– Why should we fear a property crash?

– Roll over the term deposit, or buy shares?

– I can sell everything to pay off the mortgage. Should I?

– How do I think about selling to buy a house?

Mailbag: incl. The Statler & Waldorf edition. May 12, 2024

– Rates on hold… for now

– The folly of GDP

– Bank profits fall...

– …But buybacks and dividends keep investors happy

– The best way to run a bank

– Company culture? Try shareholder culture

The best way to run a bank. May 10, 2024

– Have I got the right growth investments?

– Is the Ex-20 ETF a good option?

– Shouldn’t you sell Fortescue?

– How can I invest for my daughters?

Mailbag: incl. The best way to invest for growth. May 5, 2024

– Warren Hogan says rates could rise three times this year

– Retail sales fall

– Bonza fails

– BHP makes a pitch for Anglo American

– The best way to allocate capital

Could rates really rise three time? May 3, 2024

– Do ETFs smoothe out volatility?

– Should I bite my tongue and just buy a property?

– Should I use margin lending? What should I expect?

– Stage 3 is bad… but less bad than the alternative!

– Get your gender language straight, Scott!

Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024

– The risk of a stimulatory budget

– Unpacking the cost of deficits

– Investing well in a time of inflation

– Is ROE really a good measure of profitability

– The hidden wrinkle of ESG investing

When will we pay the bills? April 26, 2024

– Is there an opportunity if risk doesn’t equal return? 

– How do I identify risk, and buy anyway? 

– How much cash should I hold? 

– AI: buy the tech? Or the customers? 

– Will Bitcoin end up impacting exchange rates? 

– The price has doubled. Should the company keep buying back shares? 

Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024

– To SMSF or not SMSF? 

– Who should have life insurance? 

– An ASX 'Dividend Aristocrat' in waiting 

Considering (or have) an SMSF? Listen to this. April 19, 2024

– How do you define core, growth and speculative? 

– Is intrinsic value possible to calculate? And is it worthwhile? 

– Should I mirror my personal portfolio inside Super? 

– How should I help my kids invest? 

– Hey Scott… here’s what YIMBY is about 

– Why not borrow against the house? 

Mailbag: incl. Do you eat your own cooking? April 14, 2024

– US inflation jumps 

– CBA’s $1.7b 'free kick' 

– Maybe banks should make more money? 

– Protectionism: The new competition… 

Do our banks make enough money? April 12, 2024

– Why don’t more people know or care about shares?

– The value of discipline and living within your means

– What does it mean when shares are suspended?

– Is Super the biggest fraud being perpetrated today?

– Is ‘high risk’ the right strategy?

– Are ‘Magnificent Seven’ investors timing the market?

Mailbag: incl. Is Super the biggest fraud being perpetrated today? April 7, 2024

– A wrap on our first MFM Live

– Stocks AND Gold rise

– Beware inequality

– When will we pay the bills?

– The Opposition gets in on the Supermarket bashing

When will we pay the bills? April 5, 2024

– What is Strawman?

– Advice for a 15-year old?

– Choose only between these two companies?

– When does the ASX issue a 'please explain'?

– I would like some forecasts, please...

– Should I add some small companies to my ETF portfolio?

– What's going on with bonds?

– How can I track European stocks?

– A Motley Fool / Strawman ETF?

– Can governments help fix inflation?

Mailbag: incl. Forecasts aplenty? March 31, 2024

– Unemployment falls, hard...

– ... but inflation doesn't budge

– Armaguard on the brink and the future of cash

– What mergers and demergers can tell us (and what they can't)

Our first LIVE Motley Fool Money. March 29, 2024

– How much do I need to start investing?

– Why does Scott hate Bitcoin?

– How can I evaluate company acquisitions?

– What do you want to know?

– Should I put my property proceeds into an index to cover my rent?

– Does dollar-cost averaging work in reverse?

– Do you have skin in the game?

Mailbag: incl. Dollar cost averaging... in reverse? March 24, 2024

– See us record Motley Fool Money, live!

– Rates may not be cut until 2025?

– Some thoughts on market volatility

– Housing supply hits decade low... and our pollies are nowhere

– AGL mandates return to work for employees... what about investors?

An investment opportunity in offices? March 22, 2024

– Okay, a Bitcoin question 

– Should I wait for a market crash 

– Won’t Super put a rocket under the sharemarket 

– How do companies price capital raises? 

– When is it time to switch to capital preservation? 

– We’re recording Motley Fool Money… live! 

Come and see us record, live! March 17, 2024

– US CPI is 'sticky' 

– Wages present a challenge for local inflation 

– Jamie Dimon and Phil Lowe warn on the future 

– #RetirementWrecker is back 

– Why trade is so important for Australia 

The very worst way to 'fix' housing affordability. March 15, 2024

– You shouldn’t rent forever, here’s why!

– Help me understand ex-dividend dates

– How can I value an ETF?

– Why is Australia so much better than Argentina?

– How does the market ‘price-in’ interest rates?

– Should I sell my managed funds and invest in ETFs?

Mailbag: incl. Why is Australia so much better than Argentina? March 10, 2024

– More reflections from earnings season

– GDP is... okay, but there's a better option

– All BankWest branches to close

– Housing approvals at rock bottom

– Why I wouldn’t invest in grid capacity

Why talking about GDP misses the point. March 8, 2024

– Do you buy your own recommendations?

– Shouldn’t we have a flatter tax structure?

– Not your notes, not your money?

– Isn’t P/E too simple to use for valuation?

– Does ‘the Bank of Mum & Dad’ work like capitalism?

Mailbag: incl. Do you eat your own cooking? March 3, 2024

– 1.6m Australians in mortgage stress

– What to make of the 'Magnificent 7'

– Warren Buffett's latest wisdom

– A price gouging rant!

What to make of the 'Magnificent 7'. March 1, 2024

– What to make of the Mascot Towers fiasco?

– Help me with EV/EBITDA

– Remember: the market thinks you’re wrong

– How would you invest a modest windfall?

– Mortgage paid, DCA… what next?

– What’s the best way to play tech?

– Which health company should I leave out?

Home

Discover

Sign up for free to listen for longer

Home

Discover

Sign up for free to listen for longer

In the shadow of a slump. February 28, 2025

Mark as played

Share

About the episode

View all episodes