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Motley Fool Money

Motley Fool Money

1,006 episodes — Page 7 of 21

S1 Ep 706Mailbag: incl. Is it time to invest in childcare? November 12, 2023

– How does balance sheet strength factor into valuation? – Invest inside or outside Super? – Should we invest in childcare centres? – UK investing ideas – What about Lithium? – Should we worry about the rise of ETFs?See omnystudio.com/listener for privacy information.

Nov 11, 20231h 9m

S1 Ep 705The hidden opportunities in a slowing economy. November 10, 2023

– Pain for Optus customers... and the business – Interest rates heading higher... unless the government acts – The hidden opportunities in a slowing economy – The anti-NudgeSee omnystudio.com/listener for privacy information.

Nov 10, 20231h 16m

S1 Ep 704Mailbag: incl. Is cash really king? November 5, 2023

– Is it a good time to be in cash? – Does a company have a moat if I hate paying? – Is this a better tech ETF? – Is there nuance to precious metal strategies? – What’s the role of positive interest rates?See omnystudio.com/listener for privacy information.

Nov 4, 20231h 32m

S1 Ep 703The risk of economic pain is growing. November 3, 2023

– Rates on a knife edge – The risk of economic pain is growing – The good, bad and ugly of acquisitions – Small caps getting smashed?See omnystudio.com/listener for privacy information.

Nov 3, 20231h 7m

S1 Ep 702Mailbag: incl. Four investing concepts you need to know. October 29, 2023

– Shouldn’t I just copy Warren Buffett – Help me with Acronym Alphabet Soup – Stop messing with our coppers! – The case for a UBISee omnystudio.com/listener for privacy information.

Oct 28, 20231h 24m

S1 Ep 701We get a little... ranty. October 27, 2023

-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem See omnystudio.com/listener for privacy information.

Oct 27, 20231h 0m

S1 Ep 700Mailbag: incl. The new Super tax: An inheritance tax by stealth? October 22, 2023

– How much NASDAQ 100 should I hold? – Hedged or unhedged ETFs? – What criteria is most important for investors? – Is taxing Super just inheritance tax by stealth? – Which ETFs should I buy?See omnystudio.com/listener for privacy information.

Oct 21, 20231h 8m

S1 Ep 699Risk, and the opportunity for gains. October 20, 2023

– Why doesn’t the market care about Israel and Palestine? – Why buy small caps? – Two companies Ram owns – Whitehaven to buy BHP's coal assetsSee omnystudio.com/listener for privacy information.

Oct 20, 20231h 4m

S1 Ep 698Mailbag: incl. What's the low-down on bonds? October 15, 2023

– When will you guys be on Bluey? – What’s with the ‘chicken littles’? – What’s all the fuss about bonds? – Investing in a higher-rate world – How to assess a company that’s made lots of acquisitions?See omnystudio.com/listener for privacy information.

Oct 14, 20231h 18m

S1 Ep 697Is Ram actually buying a house??? October 13, 2023

– Another ‘black swan’ for markets – When share prices get out of control… – IMF gives us a tough report card – Is Ram really buying a house?See omnystudio.com/listener for privacy information.

Oct 13, 20231h 4m

S1 Ep 696Mailbag: incl. Should I go with Private Equity? October 8, 2023

– 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.

Oct 7, 20231h 17m

S1 Ep 695The strange new Super tax... October 6, 2023

– 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.

Oct 6, 202356 min

S1 Ep 694Mailbag: incl. How can you own coal? October 1, 2023

– 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.

Sep 30, 20231h 10m

S1 Ep 693The risks of reputation. September 29, 2023

-- 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.

Sep 29, 20231h 5m

S1 Ep 692Mailbag: incl. Should I go with Private Equity? September 24, 2023

– 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.

Sep 23, 202355 min

S1 Ep 691When the market hates you... September 22, 2023

- 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.

Sep 22, 20231h 3m

S1 Ep 690Mailbag: incl. The challenge of selling, well. September 17, 2023

- 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.

Sep 16, 20231h 24m

S1 Ep 689A millionaire says the quiet bit out loud. September 15, 2023

- 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.

Sep 15, 20231h 16m

S1 Ep 688Mailbag: incl. The kids are alright! September 10, 2023

-- 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.

Sep 9, 20231h 20m

S1 Ep 687The economy is sputtering September 8, 2023

-- 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.

Sep 8, 20231h 16m

S1 Ep 686Mailbag: incl. Improving returns before retirement. September 3, 2023

– 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.

Sep 2, 20231h 26m

S1 Ep 685In praise of great management. September 1, 2023

– 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.

Sep 1, 20231h 4m

S1 Ep 684Mailbag: incl. How many banks should I own? August 27, 2023

– 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.

Aug 26, 20231h 5m

S1 Ep 683Retail's ups and downs. August 25, 2023

– 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.

Aug 25, 20231h 12m

S1 Ep 682Mailbag: incl. Someone I trust is selling. August 20, 2023

– 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.

Aug 19, 20231h 18m

S1 Ep 681What next for the economy? August 18, 2023

– 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.

Aug 18, 20231h 13m

S1 Ep 680Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023

– 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.

Aug 12, 20231h 9m

S1 Ep 679How much bank profit is too much? August 11, 2023

– CBA makes how much? – Public policy goes nuts – Berkshire hits an all-time high – WeWork on life-supportSee omnystudio.com/listener for privacy information.

Aug 11, 20231h 10m

S1 Ep 678Mailbag: incl. Evaluating turnaround investments. August 6, 2023

– 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.

Aug 5, 20231h 3m

S1 Ep 677The last rate hike? August 4, 2023

– 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.

Aug 4, 20231h 6m

S1 Ep 676Mailbag: incl. Evaluating turnaround investments. July 30, 2023

– X marks the spot – Is housing the biggest moat? – ‘Defined benefit’ Super? – How should I benchmark shorter-term investments – Are my ASX shares the same as the overseas ones? – How should I evaluate ‘turnaround’ investments?See omnystudio.com/listener for privacy information.

Jul 29, 20231h 26m

S1 Ep 675What to expect this earnings season. July 28, 2023

– Scott goes away and the market goes up – The beauty of the donut van in Berry – What to expect this earnings season – Target and K-mart to merge? See omnystudio.com/listener for privacy information.

Jul 28, 20231h 26m

S1 Ep 674Mailbag: incl. Leaning into the ‘nuance’ of investing. July 23, 2023

– Will time catch up with Silicon Valley Bank – Should Super and non-Super be invested the same – I wanna be a ‘sophisticated’ investor! – Can we fix inflation with fuel excise? – Should I invest in an AirBnB? – Aren’t retail shares too cheap to ignore?See omnystudio.com/listener for privacy information.

Jul 22, 20231h 0m

S1 Ep 673All about portfolio construction. July 21, 2023

Scott and Andrew dive into the often-challenging world of portfolio construction.See omnystudio.com/listener for privacy information.

Jul 21, 20231h 20m

S1 Ep 672Mailbag: incl. What do you want in life? July 16, 2023

– Are two companies too much? – Why has the Future Fund gone active? – Growth or dividend ETF investing? – Pros and cons of discretionary trusts – What do you want in life? See omnystudio.com/listener for privacy information.

Jul 15, 20231h 3m

S1 Ep 671A surprise mailbag! July 14, 2023

– Why do we only talk about auction results? – Should I sell my shares when on maternity leave? – Advice for female investors? – How do you manage your rainy day fund? – Surely it’s time to use the offset?See omnystudio.com/listener for privacy information.

Jul 14, 20231h 5m

S1 Ep 670Mailbag: incl. Retail deathmatch. July 9, 2023

– Investment deathmatch: Pitting Harvey Noman against JB HiFi – What about alternating investments in companies and ETFs – In defence of CSL, Cochlear and ResMedSee omnystudio.com/listener for privacy information.

Jul 8, 20231h 14m

S1 Ep 669An investor's guide to valuation. July 7, 2023

An investors guide to valuation and business performance.See omnystudio.com/listener for privacy information.

Jul 7, 20231h 19m

S1 Ep 668Mailbag: incl. How important is company management?  July 2, 2023

– Do I need a CHESS sponsor for a Vanguard ETF? – How important is company management? – Do we need other cryptos beside Bitcoin? – Investing in Uzbekistan?See omnystudio.com/listener for privacy information.

Jul 1, 20231h 14m

S1 Ep 667Making sense of financial statements. June 30, 2023

Scott and Andrew take you on a cook's tour through the financial statements, so you know what they mean and what to look for.See omnystudio.com/listener for privacy information.

Jun 30, 20231h 24m

S1 Ep 666Mailbag: incl. Leaning into the ‘nuance’ of investing. June 25, 2023

– Leaning into the ‘nuance’ of investing – Why you shouldn’t give in to pessimism – What about avoiding banks and miners? – The Pros and Cons of SMSFs – Emerging Markets ETFs?See omnystudio.com/listener for privacy information.

Jun 24, 20231h 4m

S1 Ep 665Rates mightn't go as high as we think? June 23, 2023

– Rates mightn’t go up as high as we think? – Time to remove the RBA? – Rex's $35m loss. – What do we do about competition?See omnystudio.com/listener for privacy information.

Jun 23, 20231h 11m

S1 Ep 664Mailbag: incl. The stories we tell ourselves. June 18, 2023

– The stories we tell ourselves – Hold ‘em or fold ‘em? – Is it time for ‘proper’ investing? – The $70,000 ‘pew pew’ gun – Should I rebalance with bonds?See omnystudio.com/listener for privacy information.

Jun 17, 202355 min

S1 Ep 663Is Australian housing really a ‘Ponzi’? June 16, 2023

– US rates pause & NZ in recession – Consumer spending tips past a peak? – What does it mean for housing? – Is Australian housing really a ‘Ponzi’?See omnystudio.com/listener for privacy information.

Jun 16, 20231h 22m

S1 Ep 662Mailbag: incl. In whose name should I invest? June 11, 2023

– How do ETFs trade? – The path to financial stability – Income from funding LMI? – In whose name should I invest? – Will inflation hurt share prices? – Do ETFs inflate the prices of big companies? – Please have a rant!See omnystudio.com/listener for privacy information.

Jun 10, 20231h 28m

S1 Ep 661Heading towards a per-capita recession. June 9, 2023

– Rates rise... And more to come? – GDP growth slows and retail sales slump – Investing in a world of second-order thinkingSee omnystudio.com/listener for privacy information.

Jun 9, 20231h 5m

S1 Ep 660Mailbag: incl. An opportunity in agriculture? June 4, 2023

– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes?See omnystudio.com/listener for privacy information.

Jun 3, 20231h 25m

S1 Ep 659Inflation up, and tough love from the Gov. June 2, 2023

– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problemSee omnystudio.com/listener for privacy information.

Jun 2, 20231h 19m

S1 Ep 658Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023

– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses?See omnystudio.com/listener for privacy information.

May 27, 20231h 18m

S1 Ep 657What to do with a lower Aussie dollar. May 26, 2023

– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth?See omnystudio.com/listener for privacy information.

May 26, 20231h 17m