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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 Pag...

Episodes

20 of 1,051 episodes

Thinking about value in an uncertain world. October 23, 2026

– NextDC share price craters – Thinking about value in an uncertain world – What NAB's layoffs mean for investors –...

90:06Oct 23, 2026

Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026

– What happens to lenders mortgage insurance in a downturn? – Do bonds belong in my portfolio? – What can I draw down befo...

80:03Oct 17, 2026

The value of the value chain. October 16, 2026

– A post mortem (of sorts) on Firmus – … and Glencore lists here – The value of the value chain – 23/5 tradin...

93:38Oct 16, 2026

Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026

– Is investing in ETFs inside Super enough? – What are the pros and cons of Kogan's incentive scheme? – What to do if you'...

92:53Oct 10, 2026

The silliness of government groceries. October 9, 2026

– Consumer confidence is falling – Greens on groceries – Sunrice gets a bailout – DJs loses brands and Coles might u...

88:24Oct 9, 2026

Mailbag, incl: Do we have a free market? October 4, 2026

– We either have a free market or we don't! – Why would a stock-picker buy an ETF? – House price falls miss the bigger pic...

88:00Oct 3, 2026

Private credit’s moment of truth. October 2, 2026

– Even former RBA governors are calling for government to act – The end of card surcharges – Private credit's moment of tr...

79:57Oct 2, 2026

Mailbag, incl: I didn’t beat the S&P500. Should I give up? September 27, 2026

– Why do US oil prices rise when they're self-sufficient? – Why do we fall for politicians' fake solutions on housing? – W...

83:54Sep 26, 2026

Should we neuter the AI arms race? September 25, 2026

– Should we neuter the AI arms race? – Warren Buffett steps down – Soul Patts is 20% in cash – Myer's profits down 3...

97:46Sep 25, 2026

Mailbag, incl: Should overtime be tax free? September 20, 2026

– Should overtime be tax-free? – What if we restricted negative gearing to younger people? – What business and management...

77:07Sep 19, 2026

House prices can’t grow faster than wages. September 18, 2026

– The Fed hikes rates… why does it matter? – Why do our banks raise rates? – The data behind why house prices can't...

83:43Sep 18, 2026

Mailbag, incl: Berkshire Hathaway or an ETF? September 13, 2026

– What do I do after the Coldcard exploit? – Berkshire Hathaway or an ETF? – What other podcasts do you listen to? –...

80:46Sep 12, 2026

The AI revolution continues. September 11, 2026

– AI replacing investors – AI agility versus security – 'And then what?' – The investing takeaway from higher bond y...

91:41Sep 11, 2026

Mailbag, incl: Are LICs on the way back? September 6, 2026

– Don't we already have a sovereign wealth fund? – Give the RBA another lever? – Should I keep adding to Super? – Ar...

87:21Sep 5, 2026

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

– GDP weak… but also too hot? – Productivity stalls – Uber lays off 10% of its workforce

84:54Sep 4, 2026

Mailbag, incl: What does a recession actually look like? August 30, 2026

– What does a recession actually look like? – When do you tell your kid everything about your finances? – Why doesn't Norw...

94:15Aug 29, 2026

Investing lessons from Nvidia’s blowout quarter. August 28, 2026

– Lessons from Nvidia's blow-out quarter – Bitcoin on a tear… again – Bathla collapses… now what?

81:04Aug 28, 2026

Mailbag, incl: Don’t miss the glimmers of light. August 23, 2026

– Why am I getting smashed on my house price? – Don't miss the glimmers of light – Inflation is why I don't save – A...

64:50Aug 22, 2026

A trillion reasons to pay attention. August 21, 2026

– It's Vanguard Index Chart day! – Super for housing… here we go again – We now have a trillion dollars in debt

75:34Aug 21, 2026

Mailbag, incl: Aren’t higher house prices rational? August 16, 2026

– How do we fix our political quagmire? – Are house prices really just a function of desire and competition? – Why aren't...

86:26Aug 15, 2026