エピソード

  • Mailbag, incl: What metrics should government use? June 28, 2026
    2026/06/27

    – What metrics should government use?

    – Shouldn’t we criticise a broken promise?

    – Can we have a campfire rant?

    – Is there enough upside to invest, rather than paying the mortgage?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 29 分
  • When are founder-CEOs no longer necessary? June 26, 2026
    2026/06/26

    – Inflation is… stuck

    – Will house prices fall?

    – When are founder-CEOs no longer needed?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 22 分
  • Mailbag, incl: Can borrowing for shares close the gap to property? June 21, 2026
    2026/06/20

    – Does borrowing on shares close the gap to leveraged property?

    – Should we take away pollies’ perks if they break promises?

    – Does the tax system disincentivise skilled immigration?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 3 分
  • A tipping point for retail in Australia?. June 19, 2026
    2026/06/19

    – Is a Trillionaire really a bad person?

    – The end of hostilities in Iran… we hope

    – A tipping point for retail in Australia?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 31 分
  • Mailbag, incl: How should Australia’s Sovereign Wealth Fund invest? June 14, 2026
    2026/06/13

    – How should Australia’s Sovereign Wealth Fund invest?

    – Should public transport be ‘free’?

    – How should we evaluate debt levels of different companies?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 19 分
  • SpaceX ready for launch. June 12, 2026
    2026/06/12

    – SpaceX ready for launch

    – Job cuts: AI, Southern Cross and Woolies

    – Can AI bring us one-hour workweeks?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    2 時間 10 分
  • Mailbag, incl: Can we stop the intergenerational hate? June 7, 2026
    2026/06/06

    – Is the PEG Ratio valid?

    – What do I do when management breaks my investment thesis?

    – Please stop saying we can’t make a difference on national security

    – Can we stop the intergenerational hate?

    – Is the US being run by a ham sandwich?

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 3 分
  • GDP, monetary policy and the status quo effect. June 5, 2026
    2026/06/05

    – GDP growth slows

    – Why the RBA got what it wanted… and others aren’t happy

    – The status quo effect needs to be challenged

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    1 時間 50 分