
The Money Puzzle
649 episodes — Page 12 of 13

Why shopping centres will be better off without department stores. The week house prices hit consumer wallets. Can Coca Cola do a turnaround?
Eli Greenblat joins James Kirby in The Money Cafe for a big catch-up on retail earnings and trends. Topics discussed: a post department store future for shopping centres, how supermarkets are feeling the housing pinch, Coke, Afterpay and listener anger on Labor's agenda. See omnystudio.com/listener for privacy information.

Home loans credit freeze. No hope for Telstra. Collectables: is it investing or collecting?
This week in The Money Café, James Kirby and Alan Kohler question whether there’s still a need for mortgage brokers, wonder whether Andy Penn from Telstra can turn the company around, and ponder a strange listener question…investing in Lego. See omnystudio.com/listener for privacy information.

How much did Hayne actually miss? The RBA changes its story. Negative gearing changes countdown.
This weeks podcast is focused on the wake of the Hayne report recommendations, as James and Alan wonder if a golden opportunity was missed on financial advice, and what the news means for Australia's big banks. See omnystudio.com/listener for privacy information.

Hoping Hayne is as tough as he sounds. Brexit - can this story end anything but badly? TPG's big call.
Alan and James are back for a new year of Money Cafe podcasts, and kick things off with a discussion of the shambolic state of Brexit, what Monday's Royal Commission release could hold, and the key measures we should use when measuring housing affordability. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod. See omnystudio.com/listener for privacy information.

The year ahead - Who to believe? Big guns join the bank bashing, Huawei and TPG
On The Money Café this week, James Kirby and Alan Kohler discuss the big four banks and the fallout from the Banking Royal Commission, Huawei, the outlook for 2019, and burn through a number of listener questions.This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod. See omnystudio.com/listener for privacy information.

What planet is the RBA on? How bad is the interest-only loan problem? The seven year old on $22m a year.
Big news this week in the Money Cafe, as Alan Kohler discusses his new job title. Other (less significant) news covered: the RBA's stance on the economy, why you can't trust real estate agents on the housing market, interest-only loans, and the children making millions reviewing toys. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Is that a Santa rally coming down the chimney? How bad was Ken Henry really? Dave Sharma's second life.
It's been a rough year for Australian investors, but could a Santa rally sweeten things? James and Alan toss up the coal and the presents in this week's Money Cafe, and discuss Ken Henry's performance at the Royal Commission, the state of Afterpay, and Dave Sharma's new gig. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Minute by minute we lose faith in CBA. Why is Coles worth less now than when Wesfarmer bought it? What's so great about Aldi anyway?
This week on The Money Cafe: stepping to observe and appreciate the Royal Commission, wondering what's next for Coles as it returns to the ASX, and where Labor's franking credits policy could end up. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Peak Apple? The good oil on lower crude prices. Keating versus Daley - not happy Paul.
There's no shortage of panic around Australia's housing market, so Alan and James try to allay these fears by guessing just how far things could fall this week on The Money Cafe. Also discussed: a labourer drought, how to invest in the uranium boom, and where the next iPhone buyers are hiding. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Get out and vote, super funds! Is CSL cheap? Why the US midterms mean zilch for us.
This week on The Money Cafe, James and Alan discuss the impacts of America's midterm elections, some expensive stocks that may have become a bargain, why NAB has broken open the piggy bank to pay its dividends, and a whack of listener questions about franking credits. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Are you game to go back into this market? The franking credits controversy
This week in The Money Cafe, James Kirby and Alan Kohler discuss the sharemarket, Kogan, the banks, the franking credits controversy, the US midterm elections and more. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. See omnystudio.com/listener for privacy information.

Frightening falls give Australia'a rich list a haircut. Would you want a daily update on your wealth? Super funds: bankrolling a mall near you.
This week in The Money Café, Alan Kohler and special guest John Stensholt – Rich Lists Editor at The Australian, chat about the stock market correction, Rich Listers James Packer, Anthony Pratt and the Atlassian duo, and churn through a bunch of listener questions ranging from ETF’s to non-bank lenders. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Is Telstra talking down the price of the NBN ? What is the unemployment rate....really?
Halloween is just around the corner, and markets are looking suitably scary. James and Alan discuss how banks could be to blame for much investor woe this year, Telstra's interest in an NBN sale, unemployment data and much more on this week's episode of The Money Cafe. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Is that a bell we hear ringing for the top of the market? Bankers' bedside manners. Investing in kids' names.
Markets were flashing red this week as James and Alan sat down to record at The Money Cafe. There was plenty to discuss about where things may be headed, as well as a bumper crop of IPOs, a potential bill for the banking royal commission, and stacks of listener questions. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod See omnystudio.com/listener for privacy information.

Bouncing bond yields will push down the dollar. Magellan minus Mr Douglass. Tim Wilson's Royal Commission.
On this week's Money Cafe, James and Alan say goodbye to the banking royal commission and hello to a new world of volatile bond yields. Also discussed: the sense of any potential Myer buyer, Alan's big election focus, and a swathe of super listener questions. This week’s podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. See omnystudio.com/listener for privacy information.

Why the entire ABC board is in trouble. Would you take a loan for your root canal? Why the government will soon be throwing money at you.
James and Alan spend this week's episode chatting about the ABC, arguing about SMSF lending, and discussing the prospect of some cash being splashed ahead of next year's federal election. See omnystudio.com/listener for privacy information.

Who are the likely casualties of a trade war? Are aged care stocks now a no-go area? Behind NABs executive pay reform plan.
James and Alan fly through a packed agenda in this week's episode of The Money Cafe, covering Trump's trade war antics, an aged care debacle, Labor's pitch to female workers, and a mountain of listener questions. See omnystudio.com/listener for privacy information.

The danger of Royal Commission fatigue. What really triggered the GFC? The man monstering Myer.
This week's episode features reflections on the global financial crisis, a focus on life insurance at the banking Royal Commission, analysis of Myer's strategy, and a couple of special guests. See omnystudio.com/listener for privacy information.

Is there a pre-election mini-Budget on the way? As good as it gets on the GDP. Behind the retirement backflip.
Politics, pensions and (GD)P are all on the menu in this week's episode of The Money Cafe. Also discussed: the new online utilities that are getting frighteningly large, the state of charitable investing, and a swag of listener questions. See omnystudio.com/listener for privacy information.

How did you super do this year? Why did TPG give up its ambitions? Trump versus Google: the reality
Alan and James reunite for a rapid fire discussion of super returns, Labor's tax revolution, and the state of Australia's telco sector. See omnystudio.com/listener for privacy information.

The beef on the best agri-investments. Why the drought hardly matters to some ag stocks. Superstar stock A2 milk is not what it seems.
The Australian's rural reporter, Sue Neales, jumps into the Money Cafe for a special episode on all things ag. What separates the cream from the crap in Australia's regional companies, and where should investors be looking for the next crop of success stories? See omnystudio.com/listener for privacy information.

Crisis in Turkey: is it over or just about to begin? At $216 a share is CSL overpriced? Another Spaceship super mystery.
Alan and James reunite in the Money Cafe this week for a meaty chat about financial crises abroad and the ongoing Banking Royal Commission in Australia. Also covered: wage growth, migration, online fashion and CSL. See omnystudio.com/listener for privacy information.

Has ASIC been a 'poodle' regulator? Crown finally reveals its pokie numbers. Huh! AGL triples profits and the share price falls
This week Stephen Mayne steps into The Money Cafe to join James Kirby for a discussion of a massive week in the royal commission, and what it means for many financial institutions. See omnystudio.com/listener for privacy information.

The FAANG stocks; Apple goes from strength to strength; and the open question of Telstra's future
In this edition of The Money Café, Alan Kohler and special guest Supratim Adhikari, tech editor at The Australian, talk all things FAANGs, and unpack the wobbly state of Telstra. See omnystudio.com/listener for privacy information.

Nine's offer for Fairfax Media to take control of Domain and Stan, Facebook isn't cool anymore and shares fell 25 percent in one day and Amazon's success has been Kogan's pain
Alan Kohler and guest David Swan, technology reporter for The Australian, discuss the Nine-Fairfax merger as a digital play. Facebook shares fell 25 percent in one day and Amazon’s going gangbusters. See omnystudio.com/listener for privacy information.

ACCC boss Rod Sims gets bolshy, does jobs growth mean higher wages and will the government crack down on industry super funds?
Alan Kohler and guest co-host John Durie also ask when don’t executives get bonuses? What’s keeping CEO salaries down and how there's more men named Andrew than women in ASX100 listed companies. See omnystudio.com/listener for privacy information.

What credit crunch? Elon Musk and limits of corporate sponsorship and do you really trust Aldi that much?
The ACCC wants to regulate the energy market, Wayne Byers claims there’s no credit crunch and the decline in lending hasn’t led to a decline in residential construction thanks to immigration. Alan and James discuss consumer confidence being up thanks to talk of tax cuts, Aldi dethroning Qantas as the most trusted brand and Elon Musk's submarine to the Thailand cave rescue. See omnystudio.com/listener for privacy information.

Aussie shares are ready to rebound. Has the SMSF sector reached a plateau? The battle to bury trailing commissions.
Why have Australian analysts changed their mind on the market's short term future? Alan and James discuss where mortgages are headed, whether trailing commissions can ever be killed, and how millennials are being wooed by financial institutions. See omnystudio.com/listener for privacy information.

Can online retail finally deliver for investors? The next Aldi eyeing off Australia. Gerry Harvey's secret weapon for a retail fight.
Retail reporter Eli Greenblat joins The Money Cafe this week for a special discussion of department stores, supermarket price wars, online marauders and more. Which companies does he love, and which does he doubt? See omnystudio.com/listener for privacy information.

Why the sharemarket is pushing higher. Telstra's perfect storm.
Even a huge round of layoffs couldn't save Telstra from investor ire this week, but will Jame and Alan make of the mess that Australia's largest telco finds itself in. Elsewhere, they examine the other telco CEO who makes Andy Penn's problems seem simple by comparison, and the 99 year old back at the helm of the listed company he founded. See omnystudio.com/listener for privacy information.

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.