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The Money Puzzle

The Money Puzzle

649 episodes — Page 11 of 13

Markets crisis special edition. Everything you want to know about the shares rout and what it might mean.

Emergency edition! James and Alan sit down for an extra coffee to discuss a dramatic few days on the market, and what could come next for the nation's toilet paper stockpiles. See omnystudio.com/listener for privacy information.

Mar 10, 202032 min

Boom or bust – the dilemma ahead for sharemarket investors. We name the stocks that have defied the correction. Golden opportunities. The bidet bonanza.

Alan Kohler and James Kirby catch up in the chaos of this week to make sense of the market correction and whether it is a buying opportunity. They also question the toilet paper hysteria and look at the appeal of buying gold ETFs, plus much more. See omnystudio.com/listener for privacy information.

Mar 5, 202032 min

Are we talking a global recession now? Rio confirms it – mining dividends are for real, Crown casinos looking cheap

After a turbulent week in global markets, Alan and James discuss how deep and how long this coronavirus hit will last and question whether a global recession is now inevitable. They also discuss the feasibility of using the big three miners as income stocks, plus much more. See omnystudio.com/listener for privacy information.

Feb 27, 202029 min

Why the coronavirus is good for markets. Australia's wave of wage scandals. What's behind the local software sell-offs?

After a brief dip, the ASX has resumed its soar towards blue skies despite global fears over the impacts of coronavirus. Could the disease actually be a good thing for markets? Alan and James discuss this, along with a disappointing start to earnings season and the latest spate of wage scandals on The Money Cafe this week. See omnystudio.com/listener for privacy information.

Feb 20, 202030 min

Blind bullishness takes hold on ASX. AMP’s infuriating bonus bump. Sayonara to the Calombaris empire

After a revealing week of reporting season, Alan Kohler and James Kirby catch up on The Money Café to discuss the fallout from AMP’s dividend cut, CSL’s continued dream run and CommBank’s surprising profit results. See omnystudio.com/listener for privacy information.

Feb 13, 202035 min

The stocks that will swing markets this earnings season. Why are investors flocking to gold? Tesla shocks the shorts.

What does it mean when markets are forging on while analysts predict a serious coronavirus shock? Alan thinks this is a sign of perverse markets, and James has an eye on the stocks that will determine the fate of many investors this earnings season. See omnystudio.com/listener for privacy information.

Feb 6, 202033 min

Can markets contain coronavirus panic? Australia: home of the world's dearest exchange. Three takeover targets to watch.

James and Alan reconvene the Money Cafe for another year with coronavirus fears swirling in the air. Will an epidemic force a recession in China and a broader market plunge? Analyst models have painted a pessimistic picture of the year ahead for Australian investors, but Alan isn't sure how much that really matters. And, of course, listeners have their say with some loquacious submissions. See omnystudio.com/listener for privacy information.

Jan 30, 202029 min

2019's fliers and flops. At last, some super data. What's more likely: inflation rise or asteroid strike?

The Money Cafe wraps up a big year in business by reflecting on the wins and dramatic failures, and trying to get through as many listener questions as possible. Many thanks to all of you who listened and wrote in this year, and best wishes for a happy and healthy holiday period. We will resume transmission at the end of January. See omnystudio.com/listener for privacy information.

Dec 12, 201937 min

Rate cuts coming to an end? Japan stops the shorts. Australia's property recovery: nuts or nice?

After a week where markets fell out of bed, what will a fresh decade bring? James and Alan discuss rates, houses, markets and more in this episode of The Money Cafe. See omnystudio.com/listener for privacy information.

Dec 5, 201935 min

Westpac's unforgivable indifference. What's to celebrate in a new ASX record? High drama at Harvey Norman AGM.

It's been a week of highlights for the ASX and lowlights for Westpac. James and Alan chew over the fallout from the major bank scandal in this week's Money Cafe, as well as Gerry Harvey's fierce performance at the Harvey Norman AGM, the impact of recent RBA speeches, and the outlook for gold. See omnystudio.com/listener for privacy information.

Nov 28, 201935 min

What's the value of a charismatic CEO? Household debt stress a GFC throwback. How to jump into small caps, safely

James and Alan have packed up the Money Cafe and taken it to Sydney for their first live podcast! In this episode they discuss the tug between stimulus and surplus, whether boomers will have to work forever, the long-term outlook for rates and the murky merits of a charismatic CEO. See omnystudio.com/listener for privacy information.

Nov 21, 201947 min

Does Afterpay deserve a tick or a kick? Australia's unhappy financial marriages. Could a bear market be good news for battling fund managers?

With a new boss at the big Australian, James and Alan begin their conversation in the Money Cafe this week by weighing up the merits of internal promotion in large companies. They also ponder Afterpay's change in fortune, the latest in Chinese interest in Australian property, and the country's financial mansplainers. See omnystudio.com/listener for privacy information.

Nov 14, 201936 min

The Money Cafe hits a million downloads! Are Australian banks stuffed? Why you shouldn't - ever - take investing advice from your tax agent.

It's drinks all round at the Money Cafe this week as James and Alan toast a million downloads, wonder about the long-term outlook for Australian banks, not the inconsistency between what the RBA and the government is saying about the economy, and stress the difference between a tax agent and a financial adviser. See omnystudio.com/listener for privacy information.

Nov 7, 201935 min

Why punters are being steered away from the track. What hope for the next crop of advisers? The winners and losers among Australia's richest.

The Australian's John Stensholt joins Alan in The Money Cafe for a spring update on the list of the nation's wealthiest, as well as a look at the state of horse racing, and a grab bag of listener questions. See omnystudio.com/listener for privacy information.

Oct 31, 201932 min

Standing up for shorts.The incredible shrinking AMP. The hard to believe housing rebound.

James and Alan begin this week's Money Cafe with a little remeniscing about the Black Thursday crash, before moving on to discuss the state AMP, shorters, and a local housing market in remarkably rude health. See omnystudio.com/listener for privacy information.

Oct 24, 201932 min

Introducing: On the Fence, a new property podcast from The Australian

The Australian's economic editor Adam Creighton drops into The Money Cafe feed to introduce a new podcast about Australia's property obsession. To hear more, search for On the Fence in your podcast app.With prices in major capital cities racing away again, rentvesting is now returning as an alternative for those struggling to afford high prices.In this episode we look at the property market through the eyes of some very savvy investors, one a property mogul and the other a share market whiz.If you took the emotion out of property and looked at it from a rational financial perspective, would you buy or rent and invest?Host: Adam Creighton, Economics Editor of The AustralianGuests: Margaret Lomas, Destiny FinancialSteve Johnson: Forager Funds Management 
 See omnystudio.com/listener for privacy information.

Oct 23, 201942 min

Why the IMF and its global growth forecasts are way off. A stake through the heart of financial adviser commissions. What links a revolving door, a pokies king and an asthma device?

The IMF's latest update casts a gloomy shadow over this week's Money Cafe, in which James and Alan also discuss the next steps for Brexit, and Trump's smokey China trade deal. See omnystudio.com/listener for privacy information.

Oct 17, 201935 min

How to get a bite of the alternative meat craze. The WeWork killer sets his sights on Afterpay. Is paranoia the best reason to keep your money in a bank today?

Where's the beef in this week's Money Cafe? Alan and James talk fake burgers, the market giving up on AMP, the factors that will govern the success of buy now/pay later companies. See omnystudio.com/listener for privacy information.

Oct 10, 201930 min

How low will rates go? Why bond funds are making big money. What share market sectors still offer value? Why you need to make 20% more salary in Sydney

James Kirby is joined by Evan Lucas in this week’s episode of The Money Café, where the duo discuss what the catalyst might be to bring rates back up, how to adjust for a low yielding environment, property trusts, and churn through a number of listener questions. See omnystudio.com/listener for privacy information.

Oct 3, 201939 min

Bulls and bears alike are conflicted on Trump. Is the WeWork flop a sign of the top? Re-writing old wisdom on cash and retirement.

Brexit strife and impeachment speculation abounds but markets don't seem particularly fussed. But what impact could a Trump departure have for American investors? Alan and James ponder this in this week's episode of The Money Cafe, along with how negative gearing has played a role in shoddy residential developments, and the troubled WeWork IPO. Also addressed: a swag of listener feedback about last week's CGT-gate controversy! See omnystudio.com/listener for privacy information.

Sep 26, 201947 min

Digging in on virtue signalling. Huh! Why US interest rates jumped. Does audit insurance pass the sniff test?

In this week's Money Cafe, James and Alan dive into the heated debate of corporate leaders taking social stances, explain America's sudden rate spike, and lay out the potential capital gains tax implications of a takeover deal for shareholders. See omnystudio.com/listener for privacy information.

Sep 18, 201935 min

Should the tax office be regulating SMSFs? David Teoh's photo opp. What to do with $10 million?

This week on The Money Café, Alan Kohler and James Kirby look into why the ATO is meddling with SMSFs, debate whether an accountant or financial adviser is better equipped to manage your money, and dive into why apartment approvals are down 40 per cent. See omnystudio.com/listener for privacy information.

Sep 12, 201932 min

What kind of investing world are we living in? Auction clearance rate warning. Watch sterling bounce as Boris get pounded.

With conflicting signals and tensions frayed, the first order of business for James and Alan this week is figuring out just what world we're living in. With that covered, they move onto auction clearance rates, Gerry Harvey, and some firm rebuttals from listeners. See omnystudio.com/listener for privacy information.

Sep 5, 201938 min

The ASX's best performing stock you can't name. Why bond ETFs are outperforming bonds. Time to look at 'real assets'...but what are they ?

What does the endgame of a global trade war look like? James and Alan tackle the questions driving anxiety around the globe in this episode of The Money Cafe, along with the resilient Afterpay, and the latest outrageous play from Boris Johnson. See omnystudio.com/listener for privacy information.

Aug 29, 201937 min

German bond bust hints at a bubble. Trump's Greenland gambit. Is it time to size up bear ETFs?

Negativity looms large once again in the Money Cafe, thanks to fresh news from the German bond market? Are we all totally rooted? Alan thinks so, James is more circumspect. Also discussed: the Donald's latest power play, discounted LICs and bear ETFs. See omnystudio.com/listener for privacy information.

Aug 22, 201938 min

Will negative interest rates bring on a crash? How to hedge. Is this the end of the Hong Kong market?

James is back on deck in the Money Cafe in a week of global drama and market turbulence. So what's next? He and Alan discuss AMP, Magellan, hedging, negative rates and a swathe of listener questions. See omnystudio.com/listener for privacy information.

Aug 15, 201933 min

A negative outlook on interest rates. Chinese pigs and the US trade war. The pitfalls of interstate property.

Robert Gottliebsen joins Alan Kohler this week in the Money Cafe for a lively chat about China, America, trade wobbles and property investment. See omnystudio.com/listener for privacy information.

Aug 8, 201938 min

How Australia's top financial adviser is positioning her clients. What to know before buying gold bullion. How much super is enough?

Today Alan Kohler is joined by Sue Dahn, who topped The Australian's list of Australia's top 50 financial advisers, to discuss how and why the financial industry is changing, why the Fed cut left some people disappointed, how long will the good times last, as well as answer a number of listener questions. See omnystudio.com/listener for privacy information.

Aug 1, 201942 min

Will Apple take control of Tesla? The ASX's healthy high. Tips for generation z investors.

Steve Sammartino, author and futurist, joins Alan Kohler in this week’s episode of The Money Café to discuss Facebook, Tesla, Apple, the ASX and its new high, as well as answer a number of listener questions. See omnystudio.com/listener for privacy information.

Jul 25, 201931 min

Is APRA short staffed? How advisers react to lower rates. Is AMP a target of private equity?

This week on The Money Café, Dr Doug Turek, Managing Director and Principal Adviser of Professional Wealth joins Alan Kohler to discuss Graeme Samuel’s review into APRA, whether the RBA has overstepped its mark, and answer a sizeable amount of listener questions. See omnystudio.com/listener for privacy information.

Jul 18, 201943 min

Afterpay's uptown support. RM Williams: ethical, iconic, overpriced? It's as tax reduction not a tax deduction.

With rate cuts looming and housing affordability looking strong, cash is on everyone's mind in this episode of The Money Cafe? Aside from many reader questions on where to spend it, Alan and James discuss Afterpay, the question to ask your super fund, and why the economy is looking good for investors. See omnystudio.com/listener for privacy information.

Jul 11, 201934 min

What the hell is deeming and why does it matter? Australian trade can forge ahead despite foreign tensions Yes...it's time to buy a house

Alan is back with James in the Money Cafe this week, and ready to thaw out by figuring out the finer details of deeming, what he learned about Brexit, and explain why he'd be putting his cash in housing. See omnystudio.com/listener for privacy information.

Jul 4, 201930 min

Could rate cuts force some rash cash withdrawals? The point at which a lower dollar will hurt. The questions to ask before hiring a mortgage broker.

Evan Lucas from InvestSMART joins James in The Money Cafe this week for a lengthy chat on the state of the economy, where rates are going, and how investors can respond. See omnystudio.com/listener for privacy information.

Jun 27, 201945 min

Wealth advice for millennials. Are 'education bonds' for real? Why a finance adviser might turn you away.

It's a double James week on The Money Cafe, as J Kirby is joined by J Gerrard, financial adviser, for a substantial look at his investing philosophy. See omnystudio.com/listener for privacy information.

Jun 20, 201936 min

Your insurance in super may be in jeopardy. How much is enough to start a SMSF? AMP... what to do?

This week on The Money Cafe, James is joined by financial adviser Bruce Brammall to discuss the urgent matter of super insurance, the tricky matter of picking the right financial advice, and a series of tricky listener questions. See omnystudio.com/listener for privacy information.

Jun 13, 201937 min

What to do if you've got $250,000. A realistic timeline for a property recovery. Tactical tilts from Will Hamilton

Financial adviser Will Hamilton joins James in The Money Cafe for a chat about the outlook for a SMSF renaissance, the property landscape, and a series of tricky listener questions. See omnystudio.com/listener for privacy information.

Jun 6, 201929 min

How many interest rate cuts did you say? Huawei and the new economic cold war. How to buy Baidu

This week on The Money Café, James Kirby and Alan Kohler discuss the future direction of the RBA, whether Melbourne is becoming the finance capital of Australia, the new economic Cold War, and much, much more. See omnystudio.com/listener for privacy information.

May 30, 201935 min

Hurry up with the tax cuts says RBA. Tesla's silly valuation. How much did Clive Palmer invest in each vote?

What's left to talk about after Labor's policy platform evaporated? James and Alan turn their minds to the wake of the federal election, the prospect of taxing retirees, the Huawei ban and Tesla's valuation. See omnystudio.com/listener for privacy information.

May 23, 201927 min

How the first home buyer scheme works. Has the Uber float changed course? Making money from fake meat

One the precipice of the Federal Election, James and Alan discuss the last minute first home buyers scheme, the certainty around a coming rate cut, Uber's bumpy ride and much more in this episode of The Money Cafe See omnystudio.com/listener for privacy information.

May 16, 201931 min

It's Sims, not TPG, that's gambling. Why the RBA doesn't matter. Can you time the market?

A blocked merger, a rate hold, and a broken deal dominate this week's agenda on The Money Cafe, although Alan also finds some time for a chat about snooker. Also discussed: the value of GDP, Egyptian investing, and a story with real bite. See omnystudio.com/listener for privacy information.

May 9, 201942 min

Are unicorns enjoying the last of the bull run? Why the RBA has lost its power. Will Wall St light a fuse on the ASX? Crazy coffee prices and It's time to audit the auditors

This week on The Money Café, James Kirby and Alan Kohler discuss Beyond Meat and other billion dollar stocks, question whether Scott Morrison is doing deals with Clive Palmer, discuss Wall Street hitting its highest closing on record, answer listener's questions and much more. See omnystudio.com/listener for privacy information.

Apr 25, 201935 min

Has the housing market finally bottomed out? Is super growth slowing down? Westpac goes solar!

This week on The Money Café, James Kirby and Alan Kohler discuss Bill Shorten’s changes to superannuation, question whether the property market has finally bottomed out, Westpac’s solar play, answer a number of listener questions and more. See omnystudio.com/listener for privacy information.

Apr 18, 201931 min

Why did Wynn walk away from Packer? Hayne's last stand. Electric car dreams.

Lock up your utes! This week on The Money Cafe James and Alan look at the electric talking point of the week, the legal fight over financial advice trailing commissions, the Crown leak, and another big slab of listener questions. See omnystudio.com/listener for privacy information.

Apr 11, 201935 min

Just how reliable are Federal Budget forecasts? The future of oil companies. Will there be an investor rush to beat negative gearing rules?

James and Alan return to their usual digs in Melbourne at the end of a big budget week to discuss what it all meant, and what Ian Narev might be Seeking at his new employer. Also covered: approximately one thousand listener questions. See omnystudio.com/listener for privacy information.

Apr 4, 201933 min

Searching for reality in the 2019 Budget lockup

Alan and James sit down by the coffee cart in the 2019 Budget Lockup to pick through what matters in Josh Frydenberg's announcements. See omnystudio.com/listener for privacy information.

Apr 2, 201914 min

Banks playing games with 'responsible lending'. The yield curve and you. Is portfolio rebalancing nonsense?

This week on The Money Cafe, James and Alan wonder about where SMSF investors will turn for funds when the banks turn off the tap, and look towards the federal budget next week. Also: what should we make of an inverted yield curve? See omnystudio.com/listener for privacy information.

Mar 28, 201921 min

RBA doublespeak on the banks? Doing the maths on CGT changes. Why the dollar is going up again.

This week in The Money Café, James Kirby and Alan Kohler discuss the US Federal Reserve’s decision that rates will remain on hold and what that might mean for the RBA. There’s also a lively chat about responsible lending and falling house prices, and the dynamic duo respond to a number of listener questions. See omnystudio.com/listener for privacy information.

Mar 21, 201925 min

The ten-bagger buy now pay later IPO. Where will the next GFC come from? Is Brexit a danger for global markets?

This week in The Money Café, James Kirby and Alan Kohler discuss the resurgence of coal, the latest Brexit dramas, the triumph of mortgage brokers, bond yields, and answer a number of questions from loyal listeners. See omnystudio.com/listener for privacy information.

Mar 14, 201931 min

Why the market sees two interest rate cuts coming. Is the NAB fraud case an SGC issue? Dividend stripping and ETFs.

This week in The Money Café, James Kirby and Alan Kohler ponder where to next for interest rates, dig into a former NAB senior staffer’s lavish lifestyle, debate the industry super fund flex, and power through a big bag of listener questions. See omnystudio.com/listener for privacy information.

Mar 7, 201933 min

Industry funds - the steamroller without brakes. Open banking coming to a phone near you. Coal - the money keeps pouring in.

In the 100th episode of The Money Cafe, James and Alan discuss new banks, old coal and the midnight text at the centre of an ugly corporate fight. See omnystudio.com/listener for privacy information.

Feb 28, 201926 min