
The Money Puzzle
619 episodes — Page 12 of 13

Should we worry about selling our gas network to Hong Kong? Here come the rate rises. How financial adviser Terry McMaster has made history.
What do you need to do before the end of financial year? James and Alan give you their tips on this week's episode, along with a lengthy discussion of foreign takeovers, where rates are heading (and how investors should respond) and some advice for Australia's kinder hearted financial advisers. See omnystudio.com/listener for privacy information.

Five favourite funds. Why global share markets are moving higher. Stagefright or something worse - online lender Prospa perplexes
Are we living in an age of financial malfeasance or bolstered regulation? James and Alan debate the regulatory landscape, what Ruslan Kogan could have in store, the trajectory of global markets and Alan names his favourite funds on this week's Money Cafe podcast. See omnystudio.com/listener for privacy information.

Why we like Google. Super myth busting. Italy...and you think our coalition has problems.
This week James and Alan pick through the wake of the productivity commission's massive report in Australia's superannuation system, wonder about the prospect of an Italian exit from the Euro and marvel at what private equity can do when they get their hands on an IPO See omnystudio.com/listener for privacy information.

Have we reached 'peak franchising'? Why we lag China on electric cars. Would you pay a financial adviser $2000 a month?
This week in The Money Cafe James and Alan discuss the sad stories that have emerged from the small business sessions at the Royal Commission, wonder about the outcome of Westpac's bank bill swap rate case, point to the warning signs around Australian franchises and mark the birthday of an aging rock star. See omnystudio.com/listener for privacy information.

The trouble with Telstra. The Tesla big short. The class action gravy train picks up steam.
This week in The Money Cafe, James and Alan pick through the last entrails of the 2018 Federal Budget, puzzle over the future of some of Australia's biggest stocks, and take on another batch of fiery listener questions. See omnystudio.com/listener for privacy information.

Is it really the time to cut ASIC's budget? The real reason government revenue bounced in the budget. Lonely Planet's long road to irrelevance
As the washup from the 2018 Federal Budget recedes, James and Alan pick through the numbers and wonder about the revenue outlook for Australia, why the government cut ASIC's budget in the middle of a massive financial scandal, and deal with some spicy listener questions. See omnystudio.com/listener for privacy information.

A budget special from inside the lockup
Money Cafe inmates James and Alan discuss the ins and outs of the 2018 Federal Budget from inside the lockup See omnystudio.com/listener for privacy information.

Why bank stocks are rising through a crisis. Tesla automates cash incineration
The fallout from the banking royal commission continues to rain down but the market hasn't been fussed. Bank stocks are rising while public opinion plummets. What's going on? James and Alan discuss what could come next for our nation's biggest financial institutions, and unpack a large parcel of listener questions on this week's episode of The Money Cafe. See omnystudio.com/listener for privacy information.

Success of the Royal Commission starts to bite the banks. Don't care about US bond yields? You should.
This week in The Money Café, James Kirby and Alan Kohler talk budget leaks, the Banking Royal Commission, the US 10-year bond yield, and question whether it’s time for a customer banking revolution. See omnystudio.com/listener for privacy information.

Bonus Royal Commission special with Ben Butler
Ben Butler jumps behind the microphone with James Kirby for a special emergency podcast to discuss all the latest news to spill out of the banking royal commission in Melbourne. See omnystudio.com/listener for privacy information.

The worst days yet at the Royal Commission. Where are the Budget leaks this year? Is the ATO out of control?
On this week's podcast, James and Alan discuss the latest controversies spinning out of the banking Royal Commission, the outlook for Blue Sky, the latest word from the RBA and some clear answers for curly listener questions. See omnystudio.com/listener for privacy information.

The 200,000 download party episode . Can Blue Sky survive the shorts? Zuckerberg's bum testimony.
This week James and Alan discuss everything under pressure and besieged: Blue Sky, Afterpay, Mark Zuckerberg and even the very idea of a tariff war between the US and China. See omnystudio.com/listener for privacy information.

The phoney US-China tariff war. Why tech stocks are suddenly on the nose.
If a trade war starts but markets don't panic, did it ever really happen? Alan makes his return to the podcast this week to pick through a manure load of business and finance news, including a fresh coal fight, shorting, and a dramatic downturn for tech stocks. See omnystudio.com/listener for privacy information.

Why did Rio quit coal and is CSL our greatest company?
This week in The Money Café, James Kirby, Wealth Editor at The Australian and Stephen Mayne from The Constant Investor discuss issues facing shareholders and more. See omnystudio.com/listener for privacy information.

Bank Inquiry Special : The scandals we never knew.
The Financial Services Royal Commission takes centre stage in this week’s Money Café. Ben Butler, Business Reporter for The Australian joins James Kirby, Wealth Editor at The Australian to discuss what the big four banks have been up to. James also goes through a number of listener questions regarding ETFs. See omnystudio.com/listener for privacy information.

What is Bill Shorten really planning for pensioners? Up Next: the US v China IP tariff war. The gym instructor flogging home loans.
The Australian Labor Party has floated a range of economic proposals during their time in opposition, why did this week's franking dividend announcement unleash hell? James and Alan discuss why it was a political mistake, as well as the latest Trump, Myer, and bitcoin news. Listeners also chime in with another round of debate about ETFs. See omnystudio.com/listener for privacy information.

What to expect from Amazon in Australia. Could Trump Kick-off a trader war? (You bet he could). What's wrong at Harvey Norman?
This week's episode is (almost) all about retail, with The Australian's Eli Greenblat filling in for Alan Kohler. He and James run through Amazon, Myer, Harvey Norman and much more as they answer a healthy crop of reader questions. See omnystudio.com/listener for privacy information.

Has the world left Harvey Norman behind? Is the market's 'double top' a bad omen?
Covered in this week's show: the eerie signs of what could lie ahead for the ASX, a wake up call for Harvey Norman, tossing up the concept of a golden era for ag stocks, a signifcant fact check from a listener, and more ETF debate. See omnystudio.com/listener for privacy information.

Immigration and unemployment - a new theory. What wages growth? RBA late to the party on interest only loans
Where do the financial facts lie in the coalition's war of words over immigration? James and Alan discuss this week's round of political ructions, as well as the prospect of wages growth in the future, the RBA dragging its feet on interest only loans, the fight over SMSFs investing in property and BHP's PR battle. See omnystudio.com/listener for privacy information.

Barnaby Joyce's new financial reality. Will Myer Go Broke? Betting on a belter of a bank inquiry.
James and Alan cast their eye over a week of high drama that resulted in Richard Umbers being shown the door and Barnaby Joyce taking leave of parliament. Also discussed: whether ETFs are a waste of time, the banking royal commission and bitcoin. See omnystudio.com/listener for privacy information.

Who's to blame for an ugly week on the ASX? The truth behind Elon Musk's pay packet. Bitcoin's true believers are back in the market
When American markets sneezed on Tuesday, Australia caught a bad cold. So why did some big name stocks get left behind in the rally? James and Alan unpick a gory week for traders, Tesla's penchant for publicity stunts and the outlook for Bitcoin on this week's podcast. See omnystudio.com/listener for privacy information.

Trump, 'little rocket man' and a nervous sharemarket. No time to be buying CBA. Why Facebook bans Bitcoin ads.
Trump rattles the saber, and now a preemptive strike seems possible. But James and Alan think the bigger picture is US-China relationship. This week they also talk about the new head of the CBA, electric cars, and ask why Facebook is banning ads relating to cryptocurrencies. See omnystudio.com/listener for privacy information.

Why the dollar is rising. Why Facebook is fast losing friends. How David Jones signals trouble ahead.
Is there reason to cheer when one of Australia's biggest shorts wins out? James and Alan discuss the washup of the Quintis saga, the outlook for local currencies, pricing Australian retail outlets and much more on this week's episode. See omnystudio.com/listener for privacy information.

How Amazon helped an Australian retailer double in value. Can a bitcoin crash be contained? The common factor in the ASX's biggest winners of 2017.
The Money Cafe resumes service for 2018 with a bumper helping of bitcoin debate, as well some prognostications for the year ahead on stock exchanges in Australia and abroad. See omnystudio.com/listener for privacy information.

Crystal balls and bags of poo - what's ahead In 2018 ?
James and Alan finish up a busy year by reflecting on their personal hits and misses, then cast their mind forward to the new year. What's in story for rates, markets, bitcoin and more? See omnystudio.com/listener for privacy information.

Negative signals flash in the bond market. Could hedge funds be loading up for a big bitcoin short? Amazon to disappoint in Australia - Are you kidding?
As bitcoin prices continue to climb, James and Alan wonder what the entrance of shorters into the market could do, and just who would be wild enough to bet against the hottest commodity they've ever seen. See omnystudio.com/listener for privacy information.

Which bank has most to fear in the bank inquiry? Why Bitcoin is never going back to zero.
The sudden arrival of a royal commission into the financial sector and the dramatic rising value of bitcoin dominate this week's proceedings on The Money Cafe. Also covered: negotiating Alan's tricky line on female CFO competence, and two grumpy men casting gloom on property. See omnystudio.com/listener for privacy information.

Why you should always look for a company that has a female CFO. What's happening with the property market next year. The arrival of Amazon in Australia.
This week James Kirby is speechless when Alan Kohler says women are much better at managing money than men. The pair disagree on Telstra and SMSFs but reunite as they discuss Bitcoin, Malcolm Turnbull’s tax cuts, investing in clean-tech, and ETFs. See omnystudio.com/listener for privacy information.

Bitcoin spivs go marching in. Why Jessica Rudd is a daigou queen. Could Chinese tourists replace coal mines?
When you can't wear bitcoin, what's it alternate use as a store of value? Ideology, says Alan Kohler in this week's Money Cafe. Also discussed: Jessica Rudd's stellar retail success in China, and the wave of Chinese tourists that have yet to reach Australian shores. See omnystudio.com/listener for privacy information.

What we can do about offshore tax avoiders. Capturing the combustion in electric car stocks.
In a week when the ASX limped over the 6000 mark and the paradise papers blew up, Alan and James still found some time to squeeze in discussion on electric cars, lithium batteries and Ardent Leisure. See omnystudio.com/listener for privacy information.

But what would Solomon Lew do with Myer? Is Bitcoin becoming respectable? The future of shopping centres.
In this week's Money Cafe, James and Alan discuss doom and gloom in the housing market, Solly Lew's machinations, and the potential for respectability in cryptocurrencies. See omnystudio.com/listener for privacy information.

Are China's BATs are flying too high? Why is nobody checking the Crown Casino allegations? Why the ASX may not break 6000 this year.
There's little movement in the station when it comes to the Crown scandal, which is James' primary concern this week, while Alan is a bit wary of the outlook for Australian equities. Also covered: BATs, FANGs, floating notes and other investment structures. See omnystudio.com/listener for privacy information.

Barracking for first home buyers. Making money out of class actions. What will it take to sort out Crown Casino?
More memories of the 1987 crash begin this week's episode. James and Alan also discuss the potential for a big boost to Australia's market, two big scandals at Crown and Rio, and the comeback of the Australian first home buyer. See omnystudio.com/listener for privacy information.

Why AMP packed in stock picking . The alarming under-performance of Aussie banks. Can Trump halt the march of emerging markets?
There's plenty of reminiscing on this week's episode, as Alan and James discuss how they first met, and remember the 87 stock market crash. AMP's passive move, the under performance of large funds, Trump's impact on the developing world, and some fresh research on Chinese property investors are also covered. See omnystudio.com/listener for privacy information.

Can the Future Fund save us? Deckside with Solly Lew on the motor yacht to Monaco. Making money from unregulated energy.
In this week's podcast, James and Alan discuss the recent retail figures and wonder how mortgage stress could be playing a part in the broader economy, discuss the latest in the Solly Lew Myer affair, and the investment potential in Australia's energy sector. See omnystudio.com/listener for privacy information.

Trump - making tax cuts great again. Australia's frightening loan ratio. Is Solomon Lew stupid enough to want to take over Myer?
Taxes in America: going down. Australia's budget deficit: going down. Is this good news for Australia's macroeconomic outlook? James and Alan discuss these big changes in a bumper episode that also covers a scary perspecting on the local housing market, Solomon Lew's aggressive moves on the Myer board, and a number of listener questions. See omnystudio.com/listener for privacy information.

The risky business of blokey super funds. Why banks don't want the wealthy. What's the ACCC really up to with its four pillars review?
On this week's podcast, Alan and James discuss the eventual end of quantitative easing, the ACCC's deeply confusing messages, how gender affects the risk curve for Australian superannuation funds, and answer a bag of listener questions. See omnystudio.com/listener for privacy information.

Was Myer the worst float ever? A big bank calls BS on bitcoin. Why those new iPhones are cheap.
Myer's grim journey since rejoining the ASX took another ill turn this week, so James and Alan ask where it ranks on the all time worst floats in local history. Other big points pondered this week: AGL's political playbook, the new mascot for unpaid super, and China's crack down on bitcoin. See omnystudio.com/listener for privacy information.

Energy crisis - picking the winners from a debacle. What to do when a director starts trading shares in their own company. The secrets the rich want to keep hidden...from miners.
This week, Alan and James go long on Australia's resources sector that's looking like more and more of a debacle as the year goes along. Also covered: the latest GDP data, an attempted crackdown on strident charities, the latest in the CBA class action, and fresh signs of a super market price war. See omnystudio.com/listener for privacy information.

How shareholders will be suing themselves at CBA. Which woman will take the top job at Qantas? The city escaping the property slowdown.
Is it possible for shareholders to sue their own company and come out ahead? James Kirby and Alan Kohler puzzle out this and other conundrums like Qantas' outlook, the prospect of further growth in Australia's housing market, and the dismal state of the men's cricket team in this week's episode of The Money Cafe. See omnystudio.com/listener for privacy information.

Should Grant King stand down at Business Council of Australia ? BHP's hopeless dividend ploy. Why Australian ETFs are looking like a very bad bet .
James Kirby and Alan Kohler pull apart a big week of earnings in Australian business, taking a close look at BHP's dividend play as well as board moves at the Big Australian. The pair also take a look at whether ETFs are such a good bet. See omnystudio.com/listener for privacy information.

Trump's corporate friends are jumping out of Airforce One. Remembering the horror of the GFC. Why Dominos CEO over promised and under delivered.
Alan Kohler and James Kirby remember the horror of the global financial crisis 10 years on and discuss the recovery of the market since 2007. The reunited pair talk about trouble at CBA and if it's cost their position as kingpin. See omnystudio.com/listener for privacy information.

Why CBA's Ian Narev will survive. The biggest bill looming for CBA. Rio's robots ready to roll.
James Kirby chats with The Australian's business columnist John Durie on why Ian Narev will survive at CBA . In Alan Kohler's absence they talk about ASIC's dislike for the banks and the outlook ahead for corporate Australia. See omnystudio.com/listener for privacy information.

Tesla test drive. Bitcoin Cash could leave Bitcoin behind. Uber for jets - why you'll never fly economy again.
Alan Kohler and David Swan discuss Tesla's range on a road trip to Sydney and Trov.com disrupts traditional insurers, but their big data could be an even more exciting proposition. See omnystudio.com/listener for privacy information.

Media hysteria over reserve bank hints. Waiting for a property market correction. Could dogs guard retail landlords from online raiders?
Property reporter Elizabeth Redman steps into the Money Cafe for an extensive chat on the state of Australia's housing market, while Alan provides a poetic tribute to the absent James Kirby, and some thoughts on inflation and monetary policy. See omnystudio.com/listener for privacy information.

Myer's reeling before Amazon can even land a punch. How boring do you have to be to be a reserve banker?
Stephen Bartholomeusz joins the Money Cafe for a deep discussion of retail, resources and much more. See omnystudio.com/listener for privacy information.

Is the formula broken for milk stocks? The wackiest thing you'll hear this year on renewables. Why family trusts could fill the super gap.
This week on the Money Cafe agenda: could a massive boost in ETF activity lift volatily? No end in sight for turmoil over infant formula. The real reason Elon's bringing the world's biggest battery to South Australia. Why Craig Kelly got it wrong on renewables. See omnystudio.com/listener for privacy information.

The ATO gives up on Google and hunts mum and dad instead. Fairfax bidders flee. Will your next house be built by a robo-bricklayer?
Fairfax suitors are walking away, the RBA is sitting pat, and our retirees should be screaming over the latest changes to Australia's retirement system. See omnystudio.com/listener for privacy information.

Did your pension fund miss the market bounce this year? How the Dick Smith mob hit the rocks at Slater and Gordon. Has Australia Post's first female CEO been short changed?
When fund managers aren't crowing after a solid year on markets, should we start to worry that they've missed an opportunity? Also: making sense of Alex Malley's crash to earth, Christine Holgate's pay, the scandalous state of Australia's retirement community, and what could be next for beleaguered law firm Slater & Gordon. See omnystudio.com/listener for privacy information.

Super changes - what you absolutely must know. Coke's expensive sugar habit. Is there hope amid the retail recession?
Retail writer Eli Greenblat sits in this week for a discussion of the state of the retail sector, who will be hit hardest by Amazon's expansion, and what Australians need to know before the superannuation reforms come in on July 1. See omnystudio.com/listener for privacy information.