We talk about Aussie & US inflation, Aussie Rental & Electricity costs skyrocketing, US Consumer excess savings drying up, 1994 analog and Moonpig.

We talk about the Australian Economy  Interest Rates, Inflation Cycles Quality Compounders and FactSet (FDS).

We have a look at the extraordinary implosion of FTX and Sam Bankman-Fried.

RBA turns dovish, EPS revisions & 13F highlights.

This week we talk about the danger of betting on a Fed Pivot, Earnings downgrade from JHX, Roku & Cardlytics warn on advertising spend, an update on Pointerra  and we look at Smartgroup Corp & Codan

We discuss RBA and Fed interest rate hikes, S&P500 earnings revisions. The power of customer loyalty programs and whether you would buy have bought high multiple quality companies in past decades.

This week we talk about Aussie Inflation, the RBA, Microsoft Earnings, MANTA vs Fed, Profit Margins, Unicorns, Roubini and Tencent.

Talking about RBA Warning, Unemployment Lagging Indicator, Copper Price, Retail Puts, Bears in Control, ARKK Inflows, Wide-Moat Stock Discounts with a bit of salt.

We talk about Cathie (Karen) Wood, the inverse Cramer, Lagging Employment Data and interesting investment trends.

In this episode we discuss the recent interest rate decision by the RBA, inflation friend of the show Stanley Druckenmiller drops in,  what to buy in a market crash and a micro-cap company on the radar.