Episodes
Wednesday Mar 25, 2020
Navigating a crisis with David Koch
Wednesday Mar 25, 2020
Wednesday Mar 25, 2020
Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?
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Wednesday Mar 25, 2020
Is this it? End of the bull market or buying opportunity?
Wednesday Mar 25, 2020
Wednesday Mar 25, 2020
The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.
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Wednesday Feb 26, 2020
What I learned – how Peter Switzer became a finance expert
Wednesday Feb 26, 2020
Wednesday Feb 26, 2020
No one is born a great investor, and the process of learning about money and investing can be both rewarding and painful. So what do the pros wish they had known earlier, and which of their investments paid off most handsomely?
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Tuesday Feb 11, 2020
Moats: Understanding Warren Buffett’s key criteria for investment
Tuesday Feb 11, 2020
Tuesday Feb 11, 2020
When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?
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Tuesday Jan 28, 2020
Tax and your investments – how to manage your tax affairs
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.
Tuesday Jan 14, 2020
How to build a portfolio from scratch
Tuesday Jan 14, 2020
Tuesday Jan 14, 2020
One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?
Thursday Jan 02, 2020
A new decade and what it means for your portfolio
Thursday Jan 02, 2020
Thursday Jan 02, 2020
As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.
Tuesday Dec 17, 2019
Equities for income – the best of both worlds?
Tuesday Dec 17, 2019
Tuesday Dec 17, 2019
Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?
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Tuesday Dec 03, 2019
How to value a company
Tuesday Dec 03, 2019
Tuesday Dec 03, 2019
One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?
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Wednesday Nov 20, 2019
Is retail dead? What a downturn could mean for your shares
Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
Australian retailers are currently recording some of their worst trading conditions on record, but are these challenges cyclical or structural? In other words, is the pain inflicted on your portfolio likely to be temporary, or permanent?
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