Triple M - Motley Fool Money

-- Scott's back… and only got bogged once -- Macro: Unemployment up, business confidence up, consumer confidence down -- BNPL is back in a big way -- The shorts are back… this time with Technology One in their sights -- As is Tech really the 'most crowded trade'?    See omnystudio.com/listener for privacy information.

-- “I sold, planning to buy again… but I’m tempted to just pay off the mortgage. Should I?”See omnystudio.com/listener for privacy information.

-- Should I buy (and sell) before earnings season starts in a couple of weeks? -- Some ETFs are headed for the scrapheap: deserved, or a risk for competition? -- Just what is the ‘Motley Fool Effect’ and is it real? -- ‘My kids are about to get whacked by the ATO. Help!’ -- Should I have a different Super fund to my partner? -- In defence of gold! -- G’day from the Kimberley -- And we finish the episode with a big tangent (surprise!) and some funSee omnystudio.com/listener for privacy information.

This week, the boys bring you three companies each that they think are poised to thrive in a post-Coronavirus world. Some of them are under serious pressure right now, but we think we can see a brighter future on the other side. Which companies are they? You’ll have to have a listen to find out!See omnystudio.com/listener for privacy information.

-- Don’t let the banks get away with charging you a king’s ransom for your credit card!See omnystudio.com/listener for privacy information.

-- Is it time to sell Afterpay yet? -- A life hack from one of our listeners -- We put the ‘dill’ in ‘dilution’ -- Kogan has had a wonderful run… but can it last? -- Do all stocks have a limited shelf life? -- To hedge or not to hedge: That is the question.See omnystudio.com/listener for privacy information.

Want to know what separates the great companies from the also rans? It’s their ability to sustain – and benefit from – a competitive advantage… something Warren Buffett calls a company’s ‘moat’. This week, the boys talk through the different moats a company can have, and whether or not ‘moats’ are all they’re cracked up to be, given some recent criticism from Elon Musk. Take a listen!See omnystudio.com/listener for privacy information.

Keep the tax man off your back (and get what you’re owed!)See omnystudio.com/listener for privacy information.

-- Is it worth buying Altium? What about Novonix? -- Doc’s view on 10 high growth international stocks -- Is ‘secretive, big-data’ worth investing in? -- What’s with the stock market correlation between the ASX and the US? -- A new normal? Or something to worry about?See omnystudio.com/listener for privacy information.

From time to time, we’ll bring you one-off interviews with some of the smartest, best informed people we can find. This time, Scott speaks to John Hewson, former Federal Leader of the Liberal Party, ANU Professor, businessman and economist. Scott and John talk about the current political landscape, how to deal with foreign leaders, the government’s COVID response, how not to waste the current crisis, and why John isn’t going to run for office again. It’s a fascinating, wide-ranging conversation, and we’re sure you’ll enjoy hearing from one of the smartest thinkers around. Take a listen!See omnystudio.com/listener for privacy information.

-- Are we about to see another ‘run’ on toilet paper? -- It’s okay… we’re Triple A -- Qantas is -- finally -- raising capital -- Here comes Amazon… maybe -- Accent’s online sales soar: 150% growth in May!; and -- A brave? strange? new world for brandsSee omnystudio.com/listener for privacy information.

From time to time, we’ll bring you one-off interviews with some of the smartest, best informed people we can find. This time, Scott speaks Meg Heffron, co-founder of Heffron SMSF to unpack the pros and cons of SMSFs, including who it might – or not – be right for, as well as some hints and tips to make the most of your self-managed Super. Take a listen!  See omnystudio.com/listener for privacy information.

-- The best apps and sites to start your investing journeySee omnystudio.com/listener for privacy information.

-- Is someone fiddling the books after the market closes? -- Are the robot traders stealing our returns? -- Should I board the Spaceship? -- How to win the war on cash -- What role does politics have in investment decisions? -- Should we discount discount rates?See omnystudio.com/listener for privacy information.

-- The big swings continue: Is coronavirus back? -- Green shoots? Or confirmation bias writ large? -- Powell asks for more stimulus -- Is the power balance shifting in retail because of COVID-19? -- Bankruptcy Hertz so good... -- A big winner from the pandemic -- And we dip into the Fool mailbag!See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

-- Should I keep buying if the price goes up?-- BNPL deathmatch: Afterpay or Zip?-- Should you buy IPOs?-- I don't like coal: Is my Soul Patts thesis a bust?-- Do I have enough money to be an investor?-- Is Bitcoin the new gold?See omnystudio.com/listener for privacy information.

-- 7 straight days of gains... until Thursday-- The US Fed sees rates not moving for 18 months, and GDP +5%-- NAB sends its bankers back to school-- The dinosaur roars!-- Afterpay hits new highs-- And we dip into the Fool mailbag!See omnystudio.com/listener for privacy information.

Joe, a fellow Motley Fool employee, was the first employee and inaugural CIO of Lakehouse Capital (a wholly owned subsidiary of The Motley Fool) when the business was started in 2016.Joe’s insight, experience and investing outlook makes him a must-listen guest, as he talks about where markets are, how he invests, what makes Lakehouse different, his successes and failures, and he casts his investing eye over (among other things) the Australian market, our banks, housing and, well, lake houses…You’ll enjoy this chat – and might learn a thing or two, too…See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.