– Chinese deflation… now what?
– Transurban bounces back
– Telstra’s profit soars
– A(nother) new housing policy. Sort of. See omnystudio.com/listener for privacy information.

What next for the economy? August 18, 2023

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– 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? See omnystudio.com/listener for privacy information.

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 See omnystudio.com/listener for privacy information.

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? See omnystudio.com/listener for privacy information.

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 See omnystudio.com/listener for privacy information.

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! See omnystudio.com/listener for privacy information.

What next for the economy? August 18, 2023

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