Motley Fool Money

– Will AI kill stock picking? – Can Bitcoin really replace all government currency? – What about AXON Enterprises? – How can you believe the efficient market hypothesis is false? – Mortgage Offset vs. Investing? – Is Europe the new TINA?See omnystudio.com/listener for privacy information.

– More movements on tariffs – Irrational pessimism… and optimism – To invest or not invest?See omnystudio.com/listener for privacy information.

The second episode in our rebooted ‘Stocks in Focus’ series This week, Scott talks to Motley Fool analyst Benny Ou about Big Four bank, NAB (ASX:NAB).See omnystudio.com/listener for privacy information.

– Not all financial advisers are bad! – Should singles and couples be taxed differently? – Are we in for entrenched inequality? – Why are airlines such bad businesses? – Which business models make for good investments?  See omnystudio.com/listener for privacy information.

– A pox on both their houses – Policy-by-drunk-uncle – ANZ hit with new capital requirementsSee omnystudio.com/listener for privacy information.

We’re bringing back an old feature: an additional weekly episode specifically focused on a single company. This week, Scott talks to Motley Fool analyst Andrew Legget about high-tech defence company Droneshield (ASX:DRO).See omnystudio.com/listener for privacy information.

– Should I put my kids’ money in my offset and pay them interest? – What does inflation do to share prices? – Is debt recycling always a bad idea? – How to build a core/satellite portfolio?See omnystudio.com/listener for privacy information.

– A federal Budget. Now what? – And a petrol tax cut – The government to outlaw non-competes – JeansWest goes… west.See omnystudio.com/listener for privacy information.

– Why do Super funds have active management? – What happens when Super outflows are bigger than inflows? – Should young and poor Australians be outraged by Super taxation? – When do we consider the thesis busted and stop holding on? – How do I decide which investments to buy next? – How quickly should I sell everything?See omnystudio.com/listener for privacy information.

– Don’t just do something, sit there – US rates on hold – General tariffs on the way? – The value of brand value – We have our first dividend aristocratSee omnystudio.com/listener for privacy information.

– What about Stable Coins?  – How do I have high conviction but remain diversified?  – What’s the best platform for a young investor?  – Which books should I read about economics?  – Rex serves a useful purpose See omnystudio.com/listener for privacy information.

– Tariffs have started and the ASX is feeling the pain  – What can we expect economically?  – So… what should Australia do? See omnystudio.com/listener for privacy information.

– How do you bring your business experience to investing? – Should I keep, or sell, company-issued shares? – How far do dividends fall in bad times? – Our pollies should be jealous of our financial plannersSee omnystudio.com/listener for privacy information.

– Tariffs are go – You can’t avoid risk – GDP turns up – Vanguard gets the memoSee omnystudio.com/listener for privacy information.

– What happens if/when the US ‘empire’ falls? – Give me 5 yellow flags – Great investing is just like great health – What contrarian bets have you made?See omnystudio.com/listener for privacy information.

– Earnings season in full flight, including Woolies, Coles and Qantas – Why is inflation so insidious – In the shadow of a slumpSee omnystudio.com/listener for privacy information.

– Buy and Sell can’t be the only option? – Is the US dollar going to lose its status as the reserve currency? – Should I have an SMSF? – Should bank hybrids be banned? – How do you benchmark your returns?See omnystudio.com/listener for privacy information.

– The value of ‘value’ – Rates cut… but is it ‘one and done’? – NAB and Bendigo sink like stones – Whyalla goes broke, and governments step in  See omnystudio.com/listener for privacy information.

– Can investors influence company behaviour? – My advisor recommended ETFs. Now what? – Can I get a 300% franking credit? – What happens to the balance if I cancel my dividend reinvestment plan? – The problem with underwritten dividendsSee omnystudio.com/listener for privacy information.

– The impact of tariffs on aluminium and steel – The government flags a buyout of Rex – Will HELP help, help? – CBA’s eye-watering profit… and valuation  See omnystudio.com/listener for privacy information.

– Active or passive investing in small caps and emerging markets? – What Bitcoin broker does Andrew recommend? – Is there a role for short-selling? – What about Eroad? – Bitcoin for kids?See omnystudio.com/listener for privacy information.

– Trump tantrums and tariffs – NAB cuts fixed rates… but why? – Is there too much maths in economicsSee omnystudio.com/listener for privacy information.

– What are the pros and cons of using Super to buy a property? – Should I withdraw money from Super in retirement? – Should I pay a financial advisor? – Should I own two competitors in the same industry? – What about Megaport? – What happens to shares when the world’s population falls? – Can we blame inflation on the first business that increased their prices?See omnystudio.com/listener for privacy information.

– Are we about to get a rate cut? – Please, Treasurer… do the right thing – Back to the well on AI – Mosaic finally hits the wallSee omnystudio.com/listener for privacy information.

– Where should I focus my research time? – Should I consider Bitcoin separately from my shares? – Are advice fees justified to take care of the family? – The benefit of staying the course – What can governments do to help control inflation?See omnystudio.com/listener for privacy information.

– Where are the tariffs? – What does Project Stargate mean for us? – Is Star circling the drain?See omnystudio.com/listener for privacy information.

– A celebration for our 1,000th show? – Helping the kids invest better – Have I overthought the currency? – Why does good news result in lower prices? – What about Quantum Computing and AI?  See omnystudio.com/listener for privacy information.

– US inflation down, Australian unemployment up – CBA calls for an end to card surcharges – Star teeters on the edge – Telstra, Macquarie and AI, oh my.  See omnystudio.com/listener for privacy information.

– What if borrowers didn’t need a deposit? – Capital gains tax on crypto? Sometimes. – Should we run when companies change strategy? – Can I deduct management fees from my tax? – Why do you love home ownership so much? – The right recipe for avocado toast?  See omnystudio.com/listener for privacy information.

– Inflation falls… and rises – How to approach a Trump presidency – Godfrey’s reborn… and lessons for investors  See omnystudio.com/listener for privacy information.

– What happens when the Sigma and Chemist Warehouse merger goes through? – What’s going on with DroneShield? – Who writes the Motley Fool articles? – Should I investing in overseas companies through Super? – Is inflation different to currency debasement?    See omnystudio.com/listener for privacy information.

If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025.  See omnystudio.com/listener for privacy information.

– No, volatility really is risk! – Stock brokers are inviting me to gamble! – How do you keep up with it all? – What about a UBI? – How do you find differing opinions? – What infrastructure is required to facilitate everyday transactions in Bitcoin?  See omnystudio.com/listener for privacy information.

We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.  See omnystudio.com/listener for privacy information.

– If Bitcoin is infinitely divisible, how much is it really worth? – Could shares be better represented as digital tokens? – Are bank shares a Ponzi scheme? – How are investors taxed on US shares? – What if we made interest tax deductible for our own homes? See omnystudio.com/listener for privacy information.

– Why competition and productivity policies matter – US rate cuts… and the market and Aussie dollar tank – The challenges of MYEFO    See omnystudio.com/listener for privacy information.

– Am I really cut out for stock-picking? – How do I best structure my portfolio for retirement? – What about sequence risk? – How can we find takeover targets? See omnystudio.com/listener for privacy information.

– The impressive (and insidious) economics of gaming – Rates on hold, but cuts on the horizon – US inflation rises after rates are cut – Coffee’s up… buy Breville?  See omnystudio.com/listener for privacy information.

– What is a ‘custody’ fee? – Keeping track of Bitcoin CGT? – Can Bitcoin become the global reserve currency? – Isn’t an ETF just a fancy CDO? See omnystudio.com/listener for privacy information.

– Dissecting GDP and retail sales – The challenge of productivity – A 40 year mortgage? No thanks! See omnystudio.com/listener for privacy information.

– Why has renewable energy investing gone so badly? – How do I choose a US broker? – Should I just follow your picks? – How can I find out more about the money system? – How can we prepare for the new geopolitical reality? See omnystudio.com/listener for privacy information.

– The problem with modern-day economics – CPI tells a tangled tale. – The folly of Trump’s tariffs – Black Friday sales soar… again See omnystudio.com/listener for privacy information.

– Pros and cons of leveraged ETFs – What Super option should I choose? – Does compounding have an upper limit? – Are the academics right? See omnystudio.com/listener for privacy information.

– Is the Buffett Ratio telling us to sell? – Will tariffs lead to a market crash? – The Treasurer is meddling with the Future Fund – Should the government make businesses accept cash? See omnystudio.com/listener for privacy information.

– Hedged or unhedged in Super? – How much should I keep outside Super? – Start investing, or save for a house? – Should I use debt recycling? – Your list sounds like Buffett’s… – Help… my portfolio is too unwieldy – What if we have a 5 or 10 year bear market? See omnystudio.com/listener for privacy information.

– CBA’s flat results – Elon and Vivek’s new jobs – Jim Chalmers’ productivity fund – Betashares is now offering free brokerage – Andrew takes a (Bitcoin) victory lap See omnystudio.com/listener for privacy information.

– How can I tell if a share is overvalued? – I have a lump sum… do I drip it into the market? – Does foreign investment mean money is leaving the country? – My son loves seeing his companies in the street! – The perils of low P/Es See omnystudio.com/listener for privacy information.

– An old/new US President – RBA’s rates call – The importance of management… again. See omnystudio.com/listener for privacy information.

– I disagree on negative gearing – Would an ETF beat property, over time? – How to best invest for the kids? – What’s the best investing app? – Where does the debt come from? See omnystudio.com/listener for privacy information.

– The beauty of the ‘affinity play’ – Growth… or a moat? – Navigating US election uncertainty – Median house prices soar… again. See omnystudio.com/listener for privacy information.