Episodes

  • Mailbag: incl. Are bank shares just a Ponzi? December 22, 2024
    Dec 21 2024

    – 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 19 mins
  • The challenges for the Australian economy in 2025. December 20, 2024
    Dec 20 2024

    – Why competition and productivity policies matter

    – US rate cuts… and the market and Aussie dollar tank

    – The challenges of MYEFO

    See omnystudio.com/listener for privacy information.

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    1 hr and 21 mins
  • Mailbag: incl. How can we find takeover targets? December 15, 2024
    Dec 14 2024

    – 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 8 mins
  • Gaming, interest rates… and coffee? December 13, 2024
    Dec 13 2024

    – 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 14 mins
  • Mailbag: incl. Are ETFs just fancy CDOs? December 8, 2024
    Dec 7 2024

    – 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 23 mins
  • Why productivity is so hard to deliver. December 6, 2024
    Dec 6 2024

    – Dissecting GDP and retail sales

    – The challenge of productivity

    – A 40 year mortgage? No thanks!

    See omnystudio.com/listener for privacy information.

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    59 mins
  • Mailbag: incl. A new geopolitical reality? December 1, 2024
    Nov 30 2024

    – 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?

    See omnystudio.com/listener for privacy information.

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    1 hr and 10 mins
  • The problem with modern-day economics. November 29, 2024
    Nov 29 2024

    – The problem with modern-day economics

    – CPI tells a tangled tale.

    – The folly of Trump’s tariffs

    – Black Friday sales soar… again

    See omnystudio.com/listener for privacy information.

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    1 hr and 34 mins