The Money Puzzle

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Stephen Bartholomeusz joins the Money Cafe for a deep discussion of retail, resources and much more. See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

Fallen figures and falling house prices feature prominently in this week's discussion. Also covered: bitcoin alternative ethereum, the Finkel review and the latest unemployment data. See omnystudio.com/listener for privacy information.

In this week's episode, James and Alan get to the bottom of what a first homebuyer grant really achieves, give an update on the Altair debacle, and try to unpick the contradictions of where Australia's renewable energy landscape. See omnystudio.com/listener for privacy information.

James Kirby and Alan Kohler debate the tale of the fund manager to threw in the towel, and the other biggest news stories of the week. See omnystudio.com/listener for privacy information.

Is the Fairfax bidding war real? Do we pay ATO employees enough? And is Trump's first budget ludicrous? In this week's episode of The Money Cafe, James Kirby and Alan Kohler try to separate the real facts from the fake news. See omnystudio.com/listener for privacy information.

Markets have withstood every Trump bombshell to date, so what would it take for the leader of the free world to destabilise global economies? See omnystudio.com/listener for privacy information.

Alan Kohler and James Kirby reflect on what the 2017-18 budget really means. Has the government picked a fight with the nation's biggest banks? See omnystudio.com/listener for privacy information.

Alan and James discuss the confusing messaging ahead of an increasingly threadbare budget in this week's Money Cafe, as well as the death spiral that Fairfax has entered. See omnystudio.com/listener for privacy information.

As the federal budget draws near, Alan Kohler and James Kirby suggest what should and what will be included, before wondering how long Nine will be willing to hang on to its expensive cricket programming. See omnystudio.com/listener for privacy information.

When every five dollars added to the iron ore spot price translates roughly to an extra billion dollars in Australia's budget, the future trajectory of the resource becomes vital. So where to next? Don't ask Treasury, they just work with assumptions, not projections. See omnystudio.com/listener for privacy information.

What's the most efficient way to ease the pressure on Australia's groaning property market? James and Alan tackle this, and the other urgent issues in the business sector (like the growing trend of professional video game vloggers) in this week's episode of The Money Cafe. See omnystudio.com/listener for privacy information.

If you inherit a bag of money in 2017, where should you put it: property, or the stock market? See omnystudio.com/listener for privacy information.

It's been a terrible week to be short on Myer, or long on sandalwood. James and Alan discuss a very dramatic few days' worth of business news. See omnystudio.com/listener for privacy information.

It's been a big week for Australia's energy sector. Alan Kohler and James Kirby discuss the political and financial battles that will decide where you'll get your power in the future. See omnystudio.com/listener for privacy information.

Alan and James discuss the looming gas crisis, the continuing climb in Australia's property market, and another round of tough questions for Australia's bank chiefs. See omnystudio.com/listener for privacy information.

Alan and James discuss the nonsense figures being thrown around in Australia's housing discussions, the impending pension changes, and a feathered cameo appearance at a big financial event last week. See omnystudio.com/listener for privacy information.

Is BHP the "worst company in the world"? Alan Kohler explains why he's frustrated by the management at the big Australian, and James Kirby explains how nib is stealing business from Medibank. See omnystudio.com/listener for privacy information.

Alan and James discuss Turnbull's true feelings in the renewables debate, and dissect the standout early earnings stories. See omnystudio.com/listener for privacy information.

Is the Reserve Bank of Australia becoming increasingly irrelevant? Did Ahmed Fahour earn his big pay day? James Kirby and Alan Kohler discuss the biggest business news of the week. See omnystudio.com/listener for privacy information.

Does history hold any hints as to what the business world can expect from President Trump? James Kirby and Alan Kohler discuss the Donald, the Fed, and the end of free trade in the first episode of The Money Cafe. See omnystudio.com/listener for privacy information.