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. Should I go with Private Equity? October 8, 2023
07/10/2023 Duración: 01h17min– What is the E in the P/E ratio – Should I let my daughter buy Qantas? – 5 questions before buying a stock? – Should I buy an ETF while I look for better ideas? – How do I consider US investing given the AUD? – What about a three-company portfolio? – Buying stocks using only one criterion?See omnystudio.com/listener for privacy information.
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The strange new Super tax... October 6, 2023
06/10/2023 Duración: 56min– The new, bizarre, Super tax – Business lessons from… politics? – New property taxes in Victoria – Block flies high... and falls hard – What next for the local and global economy? See omnystudio.com/listener for privacy information.
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Mailbag: incl. How can you own coal? October 1, 2023
30/09/2023 Duración: 01h10min– Where do I find new ideas? – Shouldn’t people, companies and Super pay the same tax? – How can you own coal? – Equal-weighted or market-weighted ETFs? – Pros and cons of DRPs?See omnystudio.com/listener for privacy information.
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The risks of reputation. September 29, 2023
29/09/2023 Duración: 01h05min-- Good news on inflation -- … But are we missing the point? -- Short term savings at a long term cost for Qantas? -- PwC tries to salvage its reputationSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Should I go with Private Equity? September 24, 2023
23/09/2023 Duración: 55min– What about Private Equity? – What is the Asset Turnover Ratio? – Are Millennials destined to be the most affluent? – How much is too much? – How should I allocate my portfolio across ETFs?See omnystudio.com/listener for privacy information.
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When the market hates you... September 22, 2023
22/09/2023 Duración: 01h03min- ECB says rate rises are over - Michelle Bullock takes over at the RBA - The magic of money - Staying long term when the market hates youSee omnystudio.com/listener for privacy information.
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Mailbag: incl. The challenge of selling, well. September 17, 2023
16/09/2023 Duración: 01h24min- Hang on, what is an ETF exactly? - Tell me more about selling? - How many stocks is right for a portfolio? - Isn't Ram doing the same thing with Bitcoin?See omnystudio.com/listener for privacy information.
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A millionaire says the quiet bit out loud. September 15, 2023
15/09/2023 Duración: 01h16min- Great news on unemployment - Qantas loses another battle - The average fund makes what? - A millionaire says the quiet bit out loudSee omnystudio.com/listener for privacy information.
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Mailbag: incl. The kids are alright! September 10, 2023
09/09/2023 Duración: 01h20min-- Advice for the kids from Katamatite -- What’s wrong with buybacks? -- Market crash: cheap or quality? -- 4 day work week: I’m unconvinced -- Global versus US ETFs?See omnystudio.com/listener for privacy information.
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The economy is sputtering September 8, 2023
08/09/2023 Duración: 01h16min-- An argument on rates -- GDP causes concern -- The role of mental models -- Qantas cauterises the wound -- Fortescue bleeds executivesSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Improving returns before retirement. September 3, 2023
02/09/2023 Duración: 01h26min– How can I improve my returns? – Should I sell and buy back, just for psychological reasons? – How can a company be cashflow positive and report a loss? – What should 20-somethings do with a windfall? – Are shares really better than property? – Is Australia’s mix of businesses about right?See omnystudio.com/listener for privacy information.
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In praise of great management. September 1, 2023
01/09/2023 Duración: 01h04min– Looking back at earnings season – What's up with huge swings in share prices – In praise of great management – What’s going on with Resmed? – ASX’s recent woes See omnystudio.com/listener for privacy information.
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Mailbag: incl. How many banks should I own? August 27, 2023
26/08/2023 Duración: 01h05min– How much bank exposure should I have? – What could go wrong with the banks? – How much stock do you place in an audit report? – How to pick stocks in a rapidly evolving tech landscape? – How do you compare the network effects of incumbents versus the upstarts?See omnystudio.com/listener for privacy information.
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Retail's ups and downs. August 25, 2023
25/08/2023 Duración: 01h12min– The inefficient market – Stop trying to be too clever – Retail woes / Scentre soars – Do Westpac’s results give us a glimpse of the future?See omnystudio.com/listener for privacy information.
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Mailbag: incl. Someone I trust is selling. August 20, 2023
19/08/2023 Duración: 01h18min– What should I do when a trusted investor is selling? – What about the tax on bank interest? – Can I use the ASX’s P/E to decide when to invest? – When would you sell Amazon? – What about personalised ETFs?See omnystudio.com/listener for privacy information.
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What next for the economy? August 18, 2023
18/08/2023 Duración: 01h13min– Chinese deflation… now what? – Transurban bounces back – Telstra’s profit soars – A(nother) new housing policy. Sort of.See omnystudio.com/listener for privacy information.
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Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023
12/08/2023 Duración: 01h09min– The (questionable) lessons from wheatgrass – Won’t rates go back to 15%? – How do I stay the course? – What about short-sellers – Lessons from losersSee omnystudio.com/listener for privacy information.
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How much bank profit is too much? August 11, 2023
11/08/2023 Duración: 01h10min– CBA makes how much? – Public policy goes nuts – Berkshire hits an all-time high – WeWork on life-supportSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Evaluating turnaround investments. August 6, 2023
05/08/2023 Duración: 01h03min– The case for investing in Australian residential property – Until I can pay my taxes with Bitcoin, I’m out… – Bitcoin doesn’t scale – How should I add money to an existing portfolio? – Should I use charting to time my entry and exit? – Invest? Or pay down debt? See omnystudio.com/listener for privacy information.
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The last rate hike? August 4, 2023
04/08/2023 Duración: 01h06min– The last rate hike? – Fitch downgrades US credit… does it matter? – Big writedowns for BWP – Is business right on tax reform? See omnystudio.com/listener for privacy information.