The Money Puzzle

The ASX 200 is enjoying a solid earnings season, but the healthcare sector is shooting the lights out. Believe it or not, the market sector that offered the fastest way to lose money last year is suddenly red hot.

Jun Bei-Liu of the Ten Cap Alpha Plus funds joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• Up 25% in a month! - Healthcare stocks are back
• Why the healthcare blue chips can keep rising
• Will CSL ever be Australia's biggest stock again?
• Earnings season recap- where to now for banks and miners?
  
  

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Here comes Spring! Welcome to most, except perhaps to residential property sellers, who will be adding stock to an already bloated market where prices are falling.

Louis Christopher of SQM Research joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• How bad is the listings overhang? 
• Why banks may have forecasts wrong on property prices
• Yes, yields are rising, but are rents actually lifting too? 
• The 40-year mortgage...should you ever? 

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The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets. 

Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• How can I chase income safely?
• The income risk ladder - Bonds to high dividend funds
•  Molino's move on SMSFs - More fees and a 'test' 
•   Is there any escape from the minimum 30 per cent CGT rate?
  
  

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Property investors are scrambling to sidestep the new property taxes and taking risks in areas they might never have considered before the May Budget.

Rasti Vaibhav of Get RARE Properties joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• The looming black spots for property investors 
• Hidden dangers of 'new build' negative gearing
• A sober read on the reality of commercial property
• SMSF residential borrowing is now officially banned 
   

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At the top end of the market, Australia's richest investors are deeplyengaged in the AI boom: Some are betting the house on AI, others are fighting to rescue their reputation as AI sweeps through every industry sector. 

John Stensholt co-author of 'Tech Bros' the extraordinary story of Atlassian' joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• Rich pickings in an AI bonanza 
• How Atlassian's 'tech bros' are pivoting towards AI
• Wes Maas bets the house on Firmus
• Why did Gina Rinehart invest heavily in SpaceX?

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The first principles for buying property never change. Whether it's your first home or your first move as an investor, you need a pathway. But following this year's landmark federal budget, it will pay to know where the government is aiming to 'help' and where market distortions could create new risks.

Author and host of the 'Money, Money, Money' podcast, Glen James joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• The quick-start guide to your first property
• Looking at the home from an investor perspective
• Getting to know the home grants system
• Warning on new property after negative gearing changes 
  
  

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The swing towards 'alternative' investing is much more than a fad, it is now a core dimension of most investment portfolios among wealthy investors. But how does the everyday investor get started in this area?

Cathy Ding of the Glory House group joins Associate Editor, James Kirby in this episode.

In today's show, we cover:

• The basics of alternative investing
• Getting started in private credit and private equity
• The enduring role of gold
• Advanced alternatives: Royalty streams and coupon notes 

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Starting August 10 Self-Managed Super Funds will be banned from borrowing to buy residential property. The Government's late move will catch many investors offside. But the market is responding quickly, new strategies and new products are emerging for active investors.

Stuart Wemyss of the Prosolution Private Office joins Associate Editor, James Kirby in this episode.

In today’s show, we cover:

• Yes, you can still use your SMSF in residential property: Here’s how
• Taking a second look at residential property finance options 
• Market responds to negative gearing ban with new products
• The way forward for active property investors 

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Investors love Exchange Traded Funds; these cheap and low-risk funds, which mirror indices such as the ASX 200, are increasingly popular.But how do you put them together to create a diversified portfolio?

Chris Brycki, CEO of the Stockspot group, joins Associate Editor James Kirby in this episode.

In today's show, we cover:

• ETF essentials - what you need to know
• Who are the main players in the market
• How to start a 60-40 ETF portfolio
• Building a deeper understanding of ETF offerings 
  
  

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Asked in today's episode if the house price downturn is 'a blip or a bust?', one of the market's top residential experts says 'Way more than a blip, as for a bust... It's too early to say.'

Tim Lawless, research director at Cotality Australia, joins Associate Editor James Kirby in this episode.

In today's show we cover:

• How far will house prices fall
• Which city looks most vulnerable
• Can rents keep rising as prices drop
• The different outlook for homes and apartments 
  
  

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