– More reflections from earnings season
– GDP is... okay, but there's a better option
– All BankWest branches to close
– Housing approvals at rock bottom
– Why I wouldn’t invest in grid capacity See omnystudio.com/listener for privacy information.

Why talking about GDP misses the point. March 8, 2024

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– 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.

Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024

– The risk of a stimulatory budget
– Unpacking the cost of deficits
– Investing well in a time of inflation
– Is ROE really a good measure of profitability
– The hidden wrinkle of ESG investing See omnystudio.com/listener for privacy information.

When will we pay the bills? April 26, 2024

– Is there an opportunity if risk doesn’t equal return? 
– How do I identify risk, and buy anyway? 
– How much cash should I hold? 
– AI: buy the tech? Or the customers? 
– Will Bitcoin end up impacting exchange rates? 
– The price has doubled. Should the company keep buying back shares?  See omnystudio.com/listener for privacy information.

Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024

– To SMSF or not SMSF? 
– Who should have life insurance? 
– An ASX 'Dividend Aristocrat' in waiting  See omnystudio.com/listener for privacy information.

Considering (or have) an SMSF? Listen to this. April 19, 2024

– How do you define core, growth and speculative? 
– Is intrinsic value possible to calculate? And is it worthwhile? 
– Should I mirror my personal portfolio inside Super? 
– How should I help my kids invest? 
– Hey Scott… here’s what YIMBY is about 
– Why not borrow against the house?  See omnystudio.com/listener for privacy information.

Why talking about GDP misses the point. March 8, 2024

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