Mailbag, incl: The pros and cons of an interest-only mortgage? March 8, 2026
07/03/2026 | 1 h 17 min
– The pros and cons of an interest only mortgage? – How do I think about international investing in the face of a higher dollar? – What happens to my mortgage in a sound money system? See omnystudio.com/listener for privacy information.
Responding to the SaaSpocalypse. March 6, 2026
06/03/2026 | 1 h 23 min
– Responding to the SaaSpocalypse – Surprisingly good GDP numbers – The risks of a higher oil price… and the costs See omnystudio.com/listener for privacy information.
Mailbag, incl: Is government really to blame for inflation? March 1, 2026
28/02/2026 | 1 h 18 min
– Inflation from government deficits or home loans? – A case against a Big Australia? – How do I track the fundamental thesis when prices are volatile? – How to put a lump sum to work in the market See omnystudio.com/listener for privacy information.
The AI shockwaves are big and being felt. February 27, 2026
27/02/2026 | 1 h 28 min
– Inflation still way too high – Bouquets for earnings season – Is WiseTech a view of the future? See omnystudio.com/listener for privacy information.
Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
21/02/2026 | 1 h 38 min
– How can I make sure I’m not buying more shares because of ego? – Why have Gold and Bitcoin diverged? – How do I respond to the AI threat with ETFs? – More on mean reversion, please?
See omnystudio.com/listener for privacy information.
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