• 1 hour 26 minutes
    Mailbag, incl: What else can we do when rates don’t work? November 1, 2026

    – Should I invest more conservatively as I age?

    – What else can we do when rates don’t work?

    – What can the government do to break the productivity/inflation cycle?

    See omnystudio.com/listener for privacy information.

    31 October 2026, 9:00 pm
  • 1 hour 23 minutes
    Anthropic’s $2 trillion IPO. October 30, 2026

    – Inflation rises… again

    – What if house prices keep falling?

    – Anthropic’s $2t IPO

    – Star cops an existential(?) fine



    See omnystudio.com/listener for privacy information.

    30 October 2026, 5:30 am
  • 1 hour 21 minutes
    Mailbag, incl: Is ‘tax the rich’ a solution? October 25, 2026

    – Is ‘tax the rich’ a solution?

    – How can I avoid companies making bad acquisitions?

    – Can Australia specialise in something unique?

    – Who would be in your famous investor discussion group?

    See omnystudio.com/listener for privacy information.

    24 October 2026, 9:00 pm
  • 1 hour 30 minutes
    Thinking about value in an uncertain world. October 23, 2026

    – NextDC share price craters

    – Thinking about value in an uncertain world

    – What NAB’s layoffs mean for investors

    – AI and the innovator’s dilemma

    See omnystudio.com/listener for privacy information.

    23 October 2026, 5:30 am
  • 1 hour 20 minutes
    Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026

    – What happens to lenders mortgage insurance in a downturn?

    – Do bonds belong in my portfolio?

    – What can I draw down before retirement?

    – How should I own shares for my young kids?

    See omnystudio.com/listener for privacy information.

    17 October 2026, 9:00 pm
  • 1 hour 33 minutes
    The value of the value chain. October 16, 2026

    – A post mortem (of sorts) on Firmus

    – … and Glencore lists here

    – The value of the value chain

    – 23/5 trading is coming… to the ASX?

    See omnystudio.com/listener for privacy information.

    16 October 2026, 5:30 am
  • 1 hour 32 minutes
    Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026

    – Is investing in ETFs inside Super enough?

    – What are the pros and cons of Kogan’s incentive scheme?

    – What to do if you’re sure there’s a crash coming?

    See omnystudio.com/listener for privacy information.

    10 October 2026, 9:00 pm
  • 1 hour 28 minutes
    The silliness of government groceries. October 9, 2026

    – Consumer confidence is falling

    – Greens on groceries

    – Sunrice gets a bailout

    – DJs loses brands and Coles might use robots

    See omnystudio.com/listener for privacy information.

    9 October 2026, 5:30 am
  • 1 hour 28 minutes
    Mailbag, incl: Do we have a free market? October 4, 2026

    – We either have a free market or we don’t!

    – Why would a stock-picker buy an ETF?

    – House price falls miss the bigger picture

    – How can we stop punishing young professionals with kids?

    See omnystudio.com/listener for privacy information.

    3 October 2026, 9:00 pm
  • 1 hour 19 minutes
    Private credit’s moment of truth. October 2, 2026

    – Even former RBA governors are calling for government to act

    – The end of card surcharges

    – Private credit’s moment of truth

    – Dividends are back in vogue

    See omnystudio.com/listener for privacy information.

    2 October 2026, 6:30 am
  • 1 hour 23 minutes
    Mailbag, incl: I didn’t beat the S&P500. Should I give up? September 27, 2026

    – Why do US oil prices rise when they’re self-sufficient? 

    – Why do we fall for politicians’ fake solutions on housing? 

    – Where’s the inflation/immigration sweet spot? 

    – I didn’t beat the S&P500. Should I give up? 

    – How does Victoria get out of fiscal trouble? 

    See omnystudio.com/listener for privacy information.

    26 September 2026, 10:00 pm
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