エピソード

  • Mailbag, incl: Is government really to blame for inflation? March 1, 2026
    2026/02/28

    – Inflation from government deficits or home loans?

    – A case against a Big Australia?

    – How do I track the fundamental thesis when prices are volatile?

    – How to put a lump sum to work in the market

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 18 分
  • The AI shockwaves are big and being felt. February 27, 2026
    2026/02/27

    – Inflation still way too high

    – Bouquets for earnings season

    – Is WiseTech a view of the future?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 28 分
  • Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
    2026/02/21

    – How can I make sure I’m not buying more shares because of ego?

    – Why have Gold and Bitcoin diverged?

    – How do I respond to the AI threat with ETFs?

    – More on mean reversion, please?

    Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 39 分
  • Is the opportunity window for investors closing? February 20, 2026
    2026/02/20

    – Is the opportunity window for investors closing?

    – A new Opposition… time for new policies?

    – Where mining goes, goes the market

    – Resources jump… and slump

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 41 分
  • Mailbag, incl: When is CEO remuneration too high? February 15, 2026
    2026/02/14

    – 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

    Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 26 分
  • It’s expectations season! February 13, 2026
    2026/02/13

    – Are we about to see a change in CGT?

    – It’s expectations season

    – PR-by-ASX-announcement?

    Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 27 分
  • Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
    2026/02/07

    – 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!

    Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 27 分
  • We’re selling off the family silver… again. February 6, 2026
    2026/02/06

    – Rates up… no surprise.

    – Gold’s plunge

    – I am the Kiss of Death

    – Selling off the family silver

    Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 27 分