– Inflation, rates, and the future

– Property is… falling?

– US Bond yields at 19-year high 

See omnystudio.com/listener for privacy information.

– What to do with my massive Nvidia holding?

– Where is the public track record?

– Is AI a risk to bitcoin?

– How much is ‘enough’ for a 25-year old?

See omnystudio.com/listener for privacy information.

We know how companies make money - they keep their costs lower than their revenues. But that doesn’t mean shareholders necessarily get wealthier.

Scott and Andrew chat about the different ways companies can create wealth for shareholders, including reinvestment, acquisitions, dividends and buybacks.

See omnystudio.com/listener for privacy information.

– What’s the difference between a sovereign wealth fund and nationalisation?

– Are market recovery periods getting shorter?

– What’s the right approach for investing in retirement?

– What happens if ETFs become larger shareholders in listed companies?

– What questions would you answer before investing?

See omnystudio.com/listener for privacy information.

What if there was a way to reduce the cost of administration, and the friction of changing jobs? But what if it led to worse outcomes? That’s the quandary the boys are throwing around in this episode on the merits of a Universal Basic Income.

See omnystudio.com/listener for privacy information.

– Are ETF investors being scammed into buying AI stocks

– What about the minimum wage?

– Housing security or financial security?

See omnystudio.com/listener for privacy information.

We talk a lot about what investors should do. But what ‘not’ to do is potentially more important.

See omnystudio.com/listener for privacy information.

– The pollies aren’t as bad as you say!

– Where is the American tipping point?

– How can ‘grandfathering’ be fair?

– Is more CGT on shares really helping housing affordability?

See omnystudio.com/listener for privacy information.

A listener, Geneveive, wonders how economic thinking could inform public policy decisions. Scott and Andrew give their thoughts.

See omnystudio.com/listener for privacy information.

– 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.

– Inflation is… stuck

– Will house prices fall?

– When are founder-CEOs no longer needed?

See omnystudio.com/listener for privacy information.