Episodes

  • Mailbag, incl: Why can’t we have fixed-rate mortgages? November 15, 2026
    Nov 14 2026

    – Should dividends be indexed for tax reasons?

    – Help me be a better seller

    – Where can I learn more about Bitcoin?

    – Why can’t we have fixed rate mortgages?

    See omnystudio.com/listener for privacy information.

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    1 hr and 31 mins
  • Why ‘structural’ vs. ‘cyclical’ matters. November 13, 2026
    Nov 13 2026

    – DJs slims down… enough?

    – Nvidia boss faces allegations

    – Qantas cuts jobs… and won’t be the last

    See omnystudio.com/listener for privacy information.

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    1 hr and 29 mins
  • Mailbag, incl: When do rates stop being effective? November 8, 2026
    Nov 7 2026

    – When do rates stop being effective?

    – Buying a house before a recession?

    – The fundamentals of value

    See omnystudio.com/listener for privacy information.

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    1 hr and 24 mins
  • Cost-cutting and retail failures. November 6, 2026
    Nov 6 2026

    – DJs through death’s door

    – Canva sacks 22% of its workforce

    See omnystudio.com/listener for privacy information.

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    1 hr and 25 mins
  • Mailbag, incl: What else can we do when rates don’t work? November 1, 2026
    Oct 31 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.

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    1 hr and 27 mins
  • Anthropic’s $2 trillion IPO. October 30, 2026
    Oct 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.

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    1 hr and 23 mins
  • Mailbag, incl: Is ‘tax the rich’ a solution? October 25, 2026
    Oct 24 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.

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    1 hr and 22 mins
  • Thinking about value in an uncertain world. October 23, 2026
    Oct 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.

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    1 hr and 30 mins