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  • Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026
    2026/10/17

    – 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 時間 20 分
  • The value of the value chain. October 16, 2026
    2026/10/16

    – 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 時間 34 分
  • Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026
    2026/10/10

    – 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 時間 33 分
  • The silliness of government groceries. October 9, 2026
    2026/10/09

    – 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 時間 28 分
  • Mailbag, incl: Do we have a free market? October 4, 2026
    2026/10/03

    – We either have a free market or we don’t!

    – Why would a stock-picker buy an ETF?

    – House price falls miss the bigger picture

    – How can we stop punishing young professionals with kids?

    See omnystudio.com/listener for privacy information.

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    1 時間 28 分
  • Private credit’s moment of truth. October 2, 2026
    2026/10/02

    – Even former RBA governors are calling for government to act

    – The end of card surcharges

    – Private credit’s moment of truth

    – Dividends are back in vogue

    See omnystudio.com/listener for privacy information.

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    1 時間 20 分
  • Mailbag, incl: I didn’t beat the S&P500. Should I give up? September 27, 2026
    2026/09/26

    – Why do US oil prices rise when they’re self-sufficient?

    – Why do we fall for politicians’ fake solutions on housing?

    – Where’s the inflation/immigration sweet spot?

    – I didn’t beat the S&P500. Should I give up?

    – How does Victoria get out of fiscal trouble?

    See omnystudio.com/listener for privacy information.

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    1 時間 24 分
  • Should we neuter the AI arms race? September 25, 2026
    2026/09/25

    – Should we neuter the AI arms race?

    – Warren Buffett steps down

    – Soul Patts is 20% in cash

    – Myer’s profits down 30%

    See omnystudio.com/listener for privacy information.

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    1 時間 38 分