Episodes

  • Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
    Feb 21 2026

    – How can I make sure I’m not buying more shares because of ego?

    – Why have Gold and Bitcoin diverged?

    – How do I respond to the AI threat with ETFs?

    – More on mean reversion, please?

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    1 hr and 39 mins
  • Is the opportunity window for investors closing? February 20, 2026
    Feb 20 2026

    – Is the opportunity window for investors closing?

    – A new Opposition… time for new policies?

    – Where mining goes, goes the market

    – Resources jump… and slump

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    1 hr and 41 mins
  • Mailbag, incl: When is CEO remuneration too high? February 15, 2026
    Feb 14 2026

    – What is the ‘debasement trade’?

    – Is there too much money chasing too few assets?

    – When is remuneration too high?

    – Have you changed your mind on the global order?

    – A history correction for the Strawman

    – Convince me rates won’t rise a lot

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    1 hr and 26 mins
  • It’s expectations season! February 13, 2026
    Feb 13 2026

    – Are we about to see a change in CGT?

    – It’s expectations season

    – PR-by-ASX-announcement?

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    1 hr and 27 mins
  • Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
    Feb 7 2026

    – What about competition in a portfolio?

    – How can I keep my winners, but also rebalance my portfolio?

    – Why aren’t people borrowing against their homes to invest?

    – Use your real names, please!

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    1 hr and 27 mins
  • We’re selling off the family silver… again. February 6, 2026
    Feb 6 2026

    – Rates up… no surprise.

    – Gold’s plunge

    – I am the Kiss of Death

    – Selling off the family silver

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    1 hr and 27 mins
  • Mailbag, incl: Is it time to get defensive? February 1, 2026
    Jan 31 2026

    – In which phase of the market cycle does the Small Cap sector generally get the love?

    – Is it time to get defensive?

    – Should I hold Bitcoin directly or through an ETF

    – Does mean reversion apply to small caps and AI?

    See omnystudio.com/listener for privacy information.

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    1 hr and 23 mins
  • Is there an AI ‘employment ice age’ coming? January 30, 2026
    Jan 30 2026

    – Inflation surges

    – Gold soars, Australian dollar soars. And the US dollar is sinking.

    – An “employment ice age is coming”, according to some.

    See omnystudio.com/listener for privacy information.

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    1 hr and 47 mins