
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 –...
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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...

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

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

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

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

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

– 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...

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

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

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

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

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

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

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

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

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

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

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

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

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

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