Sinopsis
This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through whats really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice.Sign up for the newsletter at fool.com.au/triplem
Episodios
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Mailbag: incl. In whose name should I invest? June 11, 2023
10/06/2023 Duración: 01h28min– How do ETFs trade? – The path to financial stability – Income from funding LMI? – In whose name should I invest? – Will inflation hurt share prices? – Do ETFs inflate the prices of big companies? – Please have a rant!See omnystudio.com/listener for privacy information.
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Heading towards a per-capita recession. June 9, 2023
09/06/2023 Duración: 01h05min– Rates rise... And more to come? – GDP growth slows and retail sales slump – Investing in a world of second-order thinkingSee omnystudio.com/listener for privacy information.
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Mailbag: incl. An opportunity in agriculture? June 4, 2023
03/06/2023 Duración: 01h25min– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes?See omnystudio.com/listener for privacy information.
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Inflation up, and tough love from the Gov. June 2, 2023
02/06/2023 Duración: 01h19min– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problemSee omnystudio.com/listener for privacy information.
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Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023
27/05/2023 Duración: 01h18min– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses?See omnystudio.com/listener for privacy information.
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What to do with a lower Aussie dollar. May 26, 2023
26/05/2023 Duración: 01h17min– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth?See omnystudio.com/listener for privacy information.
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Mailbag: incl. Investing in an accelerating world. May 21, 2023
20/05/2023 Duración: 01h28min– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more?See omnystudio.com/listener for privacy information.
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How does an investor respond to ongoing inflation? May 19, 2023
19/05/2023 Duración: 01h04min– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism?See omnystudio.com/listener for privacy information.
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Mailbag: incl. What, exactly, is consensus? May 14, 2023
13/05/2023 Duración: 01h27min– What’s Strawman? – How to deal with CGT with takeovers? – How important is keeping track of performance? – What about the medicinal marijuana industry? – What is ‘consensus’? See omnystudio.com/listener for privacy information.
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Our budget verdict. May 12, 2023
12/05/2023 Duración: 01h20min– Verdict on the Federal Budget – What could it mean for rates? – More tech staff layoffs – The highlights of 'Woodstock for Capitalists' See omnystudio.com/listener for privacy information.
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Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023
06/05/2023 Duración: 01h09min– Why do shares fall when rates rise? – How can you buy permanently expensive stocks? – What ETF might replace Super? – Why don’t companies pay dividends monthly? – Why does the ASX follow the US lead? – Will my franking credits disappear if a company grows overseas? – How can I see if revenue is boosted only by inflation? See omnystudio.com/listener for privacy information.
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Rates up, and another bank failure. May 5, 2023
05/05/2023 Duración: 01h26min– Rates, cigs up – The political commentary is ever more unhelpful – US rates, too, and Powell flags a recession – Who is responsible for unemployment? – What are the implications of the First Republic collapse? See omnystudio.com/listener for privacy information.
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Mailbag: incl. The hardest question about housing. April 30, 2023
29/04/2023 Duración: 01h02min– The hardest question about housing – Forget the RBA, what about the pollies? – What to do with big losses? – Is low liquidity really a problem? – What happens when a share joins an index? – Why is gold a big deal? – Who gets the money when the RBA puts rates up?See omnystudio.com/listener for privacy information.
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Why markets should be like soccer. April 28, 2023
28/04/2023 Duración: 01h06min– Inflation falls to 7% – The case against office real estate – … and second-tier retail – Is a rental freeze a good idea? – Why markets should be like soccerSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Should I trade options for income? April 23, 2023
22/04/2023 Duración: 51min– Invest, or put money in the offset? – Does anything beat Soul Patts? – What happens when the US dollar is no longer the reserve currency? – Should I sell covered calls? – Why not just invest through Super?See omnystudio.com/listener for privacy information.
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The end of banking as we know it? April 21, 2023
21/04/2023 Duración: 01h16min– UK inflation… a preview for Australia? – A new board for the RBA? – Should we reindex CGT? – ApplePay launching a high interest savings accountSee omnystudio.com/listener for privacy information.
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Mailbag: incl. How's this for a portfolio strategy? April 16, 2023
15/04/2023 Duración: 01h06min– How are interest rate settings different in the US? – Should I change my ETF strategy to follow yours? – How should I track my buys and sells? – Can I get ETFs to reinvest my dividends without paying tax? – How's this for a portfolio strategy? – Who's on the other side of my trades?See omnystudio.com/listener for privacy information.
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Buffett dunks on Bitcoin. April 14, 2023
14/04/2023 Duración: 01h15min– The power of probability – Dire forecasts from the IMF – US inflation falls… enough? – Buffett dunks on Bitcoin – ...And Andrew comes to its defenceSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Love your companies... but not too much. April 9, 2023
08/04/2023 Duración: 01h12min– How can a company not disclose a takeover bid? – Why is BHP advertising on TV? – Is there a case for Bear ETFs? – How do I stop falling in love with my companies? – If you had to buy an Aussie bank, which would you choose?See omnystudio.com/listener for privacy information.
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Will AI make us all redundant? April 7, 2023
07/04/2023 Duración: 01h21min– Rates on hold... for now – Governor Lowe lays it out – OPEC is exporting inflation – The case for a Big Australia – Will AI make us all redundant?See omnystudio.com/listener for privacy information.