Episodios
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If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025.
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– No, volatility really is risk!
– Stock brokers are inviting me to gamble!
– How do you keep up with it all?
– What about a UBI?
– How do you find differing opinions?
– What infrastructure is required to facilitate everyday transactions in Bitcoin?
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We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.
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– If Bitcoin is infinitely divisible, how much is it really worth?
– Could shares be better represented as digital tokens?
– Are bank shares a Ponzi scheme?
– How are investors taxed on US shares?
– What if we made interest tax deductible for our own homes?
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– Why competition and productivity policies matter
– US rate cuts… and the market and Aussie dollar tank
– The challenges of MYEFO
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– Am I really cut out for stock-picking?
– How do I best structure my portfolio for retirement?
– What about sequence risk?
– How can we find takeover targets?
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– The impressive (and insidious) economics of gaming
– Rates on hold, but cuts on the horizon
– US inflation rises after rates are cut
– Coffee’s up… buy Breville?
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– What is a ‘custody’ fee?
– Keeping track of Bitcoin CGT?
– Can Bitcoin become the global reserve currency?
– Isn’t an ETF just a fancy CDO?
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– Dissecting GDP and retail sales
– The challenge of productivity
– A 40 year mortgage? No thanks!
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– Why has renewable energy investing gone so badly?
– How do I choose a US broker?
– Should I just follow your picks?
– How can I find out more about the money system?
– How can we prepare for the new geopolitical reality?
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– The problem with modern-day economics
– CPI tells a tangled tale.
– The folly of Trump’s tariffs
– Black Friday sales soar… again
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– Pros and cons of leveraged ETFs
– What Super option should I choose?
– Does compounding have an upper limit?
– Are the academics right?
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– Is the Buffett Ratio telling us to sell?
– Will tariffs lead to a market crash?
– The Treasurer is meddling with the Future Fund
– Should the government make businesses accept cash?
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– Hedged or unhedged in Super?
– How much should I keep outside Super?
– Start investing, or save for a house?
– Should I use debt recycling?
– Your list sounds like Buffett’s…
– Help… my portfolio is too unwieldy
– What if we have a 5 or 10 year bear market?
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– CBA’s flat results
– Elon and Vivek’s new jobs
– Jim Chalmers’ productivity fund
– Betashares is now offering free brokerage
– Andrew takes a (Bitcoin) victory lap
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– How can I tell if a share is overvalued?
– I have a lump sum… do I drip it into the market?
– Does foreign investment mean money is leaving the country?
– My son loves seeing his companies in the street!
– The perils of low P/Es
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– An old/new US President
– RBA’s rates call
– The importance of management… again.
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– I disagree on negative gearing
– Would an ETF beat property, over time?
– How to best invest for the kids?
– What’s the best investing app?
– Where does the debt come from?
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– The beauty of the ‘affinity play’
– Growth… or a moat?
– Navigating US election uncertainty
– Median house prices soar… again.
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– How do I invest a lump sum payment?
– Can governments get out from under the pile of debt?
– Time for longer electoral terms
– Do we need a recession?
– Did I just find free money?
– How do I start an investment diary?
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