Synopsis
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
Episodes
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Mailbag: incl. Shouldn’t we scrap Super? December 18, 2022
17/12/2022 Duration: 01h06min-- Shouldn’t we scrap Super? – Is Telstra good enough? – Am I being too impatient with my limit orders? – Is dividend-investing enough – What about the sharemarket game?See omnystudio.com/listener for privacy information.
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The new-new normal that's just like the old normal. December 16, 2022
16/12/2022 Duration: 55min-- The new-new normal that's just like the old normal -- Inflation down but rates up -- Lowe wants to stay -- The corporate cop catches up with StarSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Go easy on Elon! December 11, 2022
10/12/2022 Duration: 01h16min-- Go easy on Elon! -- How to think about capital raisings? -- Does the market really look forward? -- Can I invest well in 30 minutes a day? -- Why do people take share price charts seriously? -- What the heck is a ‘high conviction fund’?See omnystudio.com/listener for privacy information.
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Is energy policy going to hurt investment returns? December 9, 2022
09/12/2022 Duration: 53min-- 8th time lucky, and GDP still strong -- But is the worm starting to turn? -- Banks closing in the bush. -- The challenging problem of energy policy.See omnystudio.com/listener for privacy information.
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Mailbag: incl. Maybe deflation is good? December 4, 2022
03/12/2022 Duration: 01h08min-- What's the go with the ads? -- What about Blackrock ETFs? -- Why would I negatively gear? -- Use the offset with market falls ahead? -- ETFs for the kids? Or a unit. -- Where should my 15yo daughter invest?See omnystudio.com/listener for privacy information.
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Inflation dips... for good? December 2, 2022
02/12/2022 Duration: 01h09min-- Inflation dips... for good? -- Governor Lowe’s apology. -- Time for the Santa Rally… right? -- Elon: Public enemy number one? -- Understating risk... Or missing the upside. -- Sex sells… but great investments can be boring as hellSee omnystudio.com/listener for privacy information.
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Mailbag: incl. Maybe deflation is good? November 27, 2022
26/11/2022 Duration: 01h12min-- Isn't inflation good for us? -- Do 'real' returns really matter? -- US dollars or US tech. Or neither? -- Can I consolidate my share registries? -- What's a 'Target Price'? -- Short or long term Term Deposits?See omnystudio.com/listener for privacy information.
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Scott ties himself in knots on macro. November 25, 2022
25/11/2022 Duration: 01h08min-- The new, old, role of macroeconomics -- NZ buckles up for pain -- In defence of the RBASee omnystudio.com/listener for privacy information.
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Mailbag: incl. Is all this growth for nothing? November 20, 2022
19/11/2022 Duration: 01h09min-- How can CBA offer so little interest on savings? -- What if all this growth is for nothing? -- What about Brambles? -- Setting up an ETF portfolio for retirement. -- How do we think about when to invest overseas?See omnystudio.com/listener for privacy information.
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As FTX implodes, where to next for crypto? November 18, 2022
18/11/2022 Duration: 01h10min-- The end of FTX. -- The folly of lotto. -- Still want to borrow to buy shares? -- Deliveroo shuts down Australian operations. -- ASX kills its blockchain project.See omnystudio.com/listener for privacy information.
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Mailbag: incl. How to make money in a down market? November 13, 2022
12/11/2022 Duration: 01h09min-- As rates go up, should I leave money in the offset? -- When to buy tech shares? -- What's a Bitcoin 'miner'? -- I love dividends. What about the S&P 500? -- Should I rebalance my portfolio? -- How can I whittle down the list of companies to invest in? -- Will the rise of ETFs harm returns for the rest of us?See omnystudio.com/listener for privacy information.
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Where to next for the economy? November 11, 2022
11/11/2022 Duration: 01h11min-- The role of innovation -- Sentiment vs Spending -- Berkshire Hathaway is worth more than Tesla!?!? -- Crypto exchanges crash -- What bank profits tell usSee omnystudio.com/listener for privacy information.
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Mailbag: incl. How to make money in a down market? November 6, 2022
05/11/2022 Duration: 01h02min-- Isn't the Nasdaq ETF a biased bet? -- How to make money in a down market? -- Do US-based ASX-listed ETFs account for currency movements? -- Borrow against my home equity? -- Do better than 'stay the course' -- How to factor in cyber-security?See omnystudio.com/listener for privacy information.
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I just bought Tesla… November 4, 2022
04/11/2022 Duration: 58min-- Rates up – and in the US, too -- Food inflation accelerating -- Climate on the agenda… again? Still? -- The end of the ‘sophisticated investor’? -- I just bought Tesla…See omnystudio.com/listener for privacy information.
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Mailbag: incl. Rebalancing out of bonds. October 30, 2022
29/10/2022 Duration: 01h07min-- How to rebalance out of bonds? -- Borrowing to start building a share portfolio? -- Is borrowing worth it at all? -- How to prepare a portfolio for retirement -- Which one is HG? -- Does dividend stability matterSee omnystudio.com/listener for privacy information.
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Reflections on a tough Budget and tougher inflation. October 28, 2022
28/10/2022 Duration: 01h10min-- A 'nip and tuck' Budget -- Treasury's forecasts looking shaky, after less than 24 hours -- The scourge of inflation and higher rates on the way -- How to invest in a time of cyber-attacks? -- Capital allocation and paying up for talent at coal companiesSee omnystudio.com/listener for privacy information.
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Mailbag: incl. The Roy & HG of Investing. October 23, 2022
22/10/2022 Duration: 01h03min-- A rant / question about private schooling -- Is Soul Patts safe enough as an ETF alternative? -- Should I panic and sell? -- What happens when I give shares to my kids? -- What growth metrics should I look for? -- The Roy & HG of Investing! (and a question)See omnystudio.com/listener for privacy information.
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The power of investing in small caps. October 21, 2022
21/10/2022 Duration: 01h11min-- A change afoot among investors -- When the macro does and doesn't matter -- Are falling house prices a good thing? -- The power of investing in small capsSee omnystudio.com/listener for privacy information.
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Mailbag: incl. The downside of working from home? October 16, 2022
15/10/2022 Duration: 01h13min-- Won't WFH lead to more offshoring of jobs? -- Where do I get good investing data? -- Stock smackdown: Brickworks or Soul Patts? -- Should we invest in Africa? -- Different P/Es? -- Aren't we overpaying for brokerage? -- How do I get over regret?See omnystudio.com/listener for privacy information.
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When does confidence become hubris? October 14, 2022
14/10/2022 Duration: 56min-- An open letter to the US Fed -- How to make sense of AGM season -- Myer asks Solly Lew to play nice -- Some land tax parallels for investors -- Dubber cops a drubbingSee omnystudio.com/listener for privacy information.