
Motley Fool Money
1,035 episodes — Page 8 of 21

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

S1 Ep 656Mailbag: incl. Investing in an accelerating world. May 21, 2023
– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more?See omnystudio.com/listener for privacy information.

S1 Ep 655How does an investor respond to ongoing inflation? May 19, 2023
– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism?See omnystudio.com/listener for privacy information.

S1 Ep 654Mailbag: incl. What, exactly, is consensus? May 14, 2023
– What’s Strawman? – How to deal with CGT with takeovers? – How important is keeping track of performance? – What about the medicinal marijuana industry? – What is ‘consensus’? See omnystudio.com/listener for privacy information.

S1 Ep 653Our budget verdict. May 12, 2023
– Verdict on the Federal Budget – What could it mean for rates? – More tech staff layoffs – The highlights of 'Woodstock for Capitalists' See omnystudio.com/listener for privacy information.

S1 Ep 652Mailbag: incl. How can you buy permanently expensive stocks? May 7, 2023
– Why do shares fall when rates rise? – How can you buy permanently expensive stocks? – What ETF might replace Super? – Why don’t companies pay dividends monthly? – Why does the ASX follow the US lead? – Will my franking credits disappear if a company grows overseas? – How can I see if revenue is boosted only by inflation? See omnystudio.com/listener for privacy information.

S1 Ep 651Rates up, and another bank failure. May 5, 2023
– Rates, cigs up – The political commentary is ever more unhelpful – US rates, too, and Powell flags a recession – Who is responsible for unemployment? – What are the implications of the First Republic collapse? See omnystudio.com/listener for privacy information.

S1 Ep 650Mailbag: incl. The hardest question about housing. April 30, 2023
– The hardest question about housing – Forget the RBA, what about the pollies? – What to do with big losses? – Is low liquidity really a problem? – What happens when a share joins an index? – Why is gold a big deal? – Who gets the money when the RBA puts rates up?See omnystudio.com/listener for privacy information.

S1 Ep 649Why markets should be like soccer. April 28, 2023
– Inflation falls to 7% – The case against office real estate – … and second-tier retail – Is a rental freeze a good idea? – Why markets should be like soccerSee omnystudio.com/listener for privacy information.

S1 Ep 648Mailbag: incl. Should I trade options for income? April 23, 2023
– Invest, or put money in the offset? – Does anything beat Soul Patts? – What happens when the US dollar is no longer the reserve currency? – Should I sell covered calls? – Why not just invest through Super?See omnystudio.com/listener for privacy information.

S1 Ep 647The end of banking as we know it? April 21, 2023
– UK inflation… a preview for Australia? – A new board for the RBA? – Should we reindex CGT? – ApplePay launching a high interest savings accountSee omnystudio.com/listener for privacy information.

S1 Ep 646Mailbag: incl. How's this for a portfolio strategy? April 16, 2023
– How are interest rate settings different in the US? – Should I change my ETF strategy to follow yours? – How should I track my buys and sells? – Can I get ETFs to reinvest my dividends without paying tax? – How's this for a portfolio strategy? – Who's on the other side of my trades?See omnystudio.com/listener for privacy information.

S1 Ep 645Buffett dunks on Bitcoin. April 14, 2023
– The power of probability – Dire forecasts from the IMF – US inflation falls… enough? – Buffett dunks on Bitcoin – ...And Andrew comes to its defenceSee omnystudio.com/listener for privacy information.

S1 Ep 644Mailbag: incl. Love your companies... but not too much. April 9, 2023
– How can a company not disclose a takeover bid? – Why is BHP advertising on TV? – Is there a case for Bear ETFs? – How do I stop falling in love with my companies? – If you had to buy an Aussie bank, which would you choose?See omnystudio.com/listener for privacy information.

S1 Ep 643Will AI make us all redundant? April 7, 2023
– Rates on hold... for now – Governor Lowe lays it out – OPEC is exporting inflation – The case for a Big Australia – Will AI make us all redundant?See omnystudio.com/listener for privacy information.

S1 Ep 642Mailbag: incl. What are the best investing habits? April 2, 2023
-- Can’t I be a fundamental investor and use charts? -- Does the ETF unit price matter for DRPs? -- What are the best investing habits? -- How can we measure sentiment? -- How to evaluate management? -- Should we have 5-year electoral terms? -- I’m a property investor: where’s the flaw in my plan? -- Is Bitcoin now the ‘new gold’?See omnystudio.com/listener for privacy information.

S1 Ep 641Is the economy on the brink? March 31, 2023
-- Inflation -- too high, and wonderfully low -- Economy on the brink… of recovery or collapse? -- ACTU wants higher wages -- The cost of unintended consequences -- How did Elon get it so wrong?See omnystudio.com/listener for privacy information.

S1 Ep 640Mailbag: incl. What should I do with $100,000? March 26, 2023
-- What to do with $100,000? -- Should I rebalance my ETFs? -- How can others get it so wrong? -- Is my portfolio too concentrated? -- What if ETF providers get too big? -- Are conglomerates a good thing?See omnystudio.com/listener for privacy information.

S1 Ep 639When is profit a bad thing? March 24, 2023
-- Credit Suisse shareholders get a win -- What about Australian bank hybrids? -- US rates go up, despite the risks -- When is profit a bad thing?See omnystudio.com/listener for privacy information.

S1 Ep 638Mailbag: incl. How do I maximise after-tax returns? March 19, 2023
-- Should we bail from these LICs? -- Can I avoid CGT from ETFs? -- Don't sell... transfer! -- How many companies are too many? -- How do I maximise after-tax returns? -- How low should I keep my fees? -- Should I bet on Pointsbet?See omnystudio.com/listener for privacy information.

S1 Ep 637Should we fear the aftermath of Silicon Valley Bank? March 17, 2023
Scott and Andrew discuss the SVB collapse, why it happened, what we could -- or should -- change, and whether we need to fear what might come next.See omnystudio.com/listener for privacy information.

S1 Ep 636Mailbag: incl. Are 'roll ups' a red flag for investors? March 12, 2023
Have I found some free money? How do I start doing research on a new company? How should I focus my investment research? Should we give first home buyers a tax break? Aren't there more benefits to owning a home? How should I think about mergers and acquisitions? See omnystudio.com/listener for privacy information.