Episodes

  • GDP weak… but also too hot? September 4, 2026
    Sep 4 2026

    – GDP weak… but also too hot?

    – Productivity stalls

    – Uber lays off 10% of its workforce

    See omnystudio.com/listener for privacy information.

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    1 hr and 25 mins
  • Mailbag, incl: What does a recession actually look like? August 30, 2026
    Aug 29 2026

    – What does a recession actually look like?

    – When do you tell your kid everything about your finances?

    – Why doesn’t Norway’s SWF invest at home?

    See omnystudio.com/listener for privacy information.

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    1 hr and 34 mins
  • Investing lessons from Nvidia’s blowout quarter. August 28, 2026
    Aug 28 2026

    – Lessons from Nvidia’s blow-out quarter

    – Bitcoin on a tear… again

    – Bathla collapses… now what?

    See omnystudio.com/listener for privacy information.

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    1 hr and 21 mins
  • Mailbag, incl: Don’t miss the glimmers of light. August 23, 2026
    Aug 22 2026

    – Why am I getting smashed on my house price?

    – Don’t miss the glimmers of light

    – Inflation is why I don’t save

    – An opportunity in small caps?

    – 22 and the world at his feet!

    See omnystudio.com/listener for privacy information.

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    1 hr and 5 mins
  • A trillion reasons to pay attention. August 21, 2026
    Aug 21 2026

    – It’s Vanguard Index Chart day!

    – Super for housing… here we go again

    – We now have a trillion dollars in debt

    See omnystudio.com/listener for privacy information.

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    1 hr and 16 mins
  • Mailbag, incl: Aren’t higher house prices rational? August 16, 2026
    Aug 15 2026

    – How do we fix our political quagmire?

    – Are house prices really just a function of desire and competition?

    – Why aren’t we talking about AI more?

    – Where am I wrong on housing?

    See omnystudio.com/listener for privacy information.

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    1 hr and 26 mins
  • Another day, another bailout? August 14, 2026
    Aug 14 2026

    – Another day, another bailout

    – Mortgage applications are falling… now what?

    – Can you defend a sky-high P/E?

    See omnystudio.com/listener for privacy information.

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    1 hr and 29 mins
  • Mailbag, incl: Will the US dollar stop being the reserve currency? August 9, 2026
    Aug 8 2026

    – Will Satoshi ever emerge?

    – Public service savings aren’t easy, especially in health

    – Should I hedge US investments because of possible US devaluation?

    – What about Australian ETFs, and international investing inside Super?

    See omnystudio.com/listener for privacy information.

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    1 hr and 14 mins