Motley Fool Money
738 episodes - English - Latest episode: 4 days ago - ★★★★ - 46 ratingsThis podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR
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Episodes
Mailbag: incl. Is cash really king? November 5, 2023
November 04, 2023 21:00 - 1 hour - 84.7 MB– Is it a good time to be in cash? – Does a company have a moat if I hate paying? – Is this a better tech ETF? – Is there nuance to precious metal strategies? – What’s the role of positive interest rates? See omnystudio.com/listener for privacy information.
The risk of economic pain is growing. November 3, 2023
November 03, 2023 05:30 - 1 hour - 62.2 MB– Rates on a knife edge – The risk of economic pain is growing – The good, bad and ugly of acquisitions – Small caps getting smashed? See omnystudio.com/listener for privacy information.
Mailbag: incl. Four investing concepts you need to know. October 29, 2023
October 28, 2023 21:00 - 1 hour - 77.4 MB– Shouldn’t I just copy Warren Buffett – Help me with Acronym Alphabet Soup – Stop messing with our coppers! – The case for a UBI See omnystudio.com/listener for privacy information.
We get a little... ranty. October 27, 2023
October 27, 2023 05:30 - 1 hour - 55.1 MB-- Inflation and interest rates -- ‘Read the room, Michele’ -- The difference between good and bad debt -- The trillion dollar problem See omnystudio.com/listener for privacy information.
Mailbag: incl. The new Super tax: An inheritance tax by stealth? October 22, 2023
October 21, 2023 21:00 - 1 hour - 62.8 MB– How much NASDAQ 100 should I hold? – Hedged or unhedged ETFs? – What criteria is most important for investors? – Is taxing Super just inheritance tax by stealth? – Which ETFs should I buy? See omnystudio.com/listener for privacy information.
Risk, and the opportunity for gains. October 20, 2023
October 20, 2023 05:30 - 1 hour - 58.7 MB– Why doesn’t the market care about Israel and Palestine? – Why buy small caps? – Two companies Ram owns – Whitehaven to buy BHP's coal assets See omnystudio.com/listener for privacy information.
Mailbag: incl. What's the low-down on bonds? October 15, 2023
October 14, 2023 21:00 - 1 hour - 71.5 MB– When will you guys be on Bluey? – What’s with the ‘chicken littles’? – What’s all the fuss about bonds? – Investing in a higher-rate world – How to assess a company that’s made lots of acquisitions? See omnystudio.com/listener for privacy information.
Is Ram actually buying a house??? October 13, 2023
October 13, 2023 05:30 - 1 hour - 58.7 MB– Another ‘black swan’ for markets – When share prices get out of control… – IMF gives us a tough report card – Is Ram really buying a house? See omnystudio.com/listener for privacy information.
Mailbag: incl. Should I go with Private Equity? October 8, 2023
October 07, 2023 21:00 - 1 hour - 70.5 MB– What is the E in the P/E ratio – Should I let my daughter buy Qantas? – 5 questions before buying a stock? – Should I buy an ETF while I look for better ideas? – How do I consider US investing given the AUD? – What about a three-company portfolio? – Buying stocks using only one criterion? See omnystudio.com/listener for privacy information.
The strange new Super tax... October 6, 2023
October 06, 2023 05:30 - 56 minutes - 51.4 MB– The new, bizarre, Super tax – Business lessons from… politics? – New property taxes in Victoria – Block flies high... and falls hard – What next for the local and global economy? See omnystudio.com/listener for privacy information.
Mailbag: incl. How can you own coal? October 1, 2023
September 30, 2023 21:00 - 1 hour - 64.8 MB– Where do I find new ideas? – Shouldn’t people, companies and Super pay the same tax? – How can you own coal? – Equal-weighted or market-weighted ETFs? – Pros and cons of DRPs? See omnystudio.com/listener for privacy information.
The risks of reputation. September 29, 2023
September 29, 2023 06:30 - 1 hour - 59.8 MB-- Good news on inflation -- … But are we missing the point? -- Short term savings at a long term cost for Qantas? -- PwC tries to salvage its reputation See omnystudio.com/listener for privacy information.
Mailbag: incl. Should I go with Private Equity? September 24, 2023
September 23, 2023 22:00 - 55 minutes - 50.6 MB– What about Private Equity? – What is the Asset Turnover Ratio? – Are Millennials destined to be the most affluent? – How much is too much? – How should I allocate my portfolio across ETFs? See omnystudio.com/listener for privacy information.
When the market hates you... September 22, 2023
September 22, 2023 06:30 - 1 hour - 58.6 MB- ECB says rate rises are over - Michelle Bullock takes over at the RBA - The magic of money - Staying long term when the market hates you See omnystudio.com/listener for privacy information.
Mailbag: incl. The challenge of selling, well. September 17, 2023
September 16, 2023 22:00 - 1 hour - 77 MB- Hang on, what is an ETF exactly? - Tell me more about selling? - How many stocks is right for a portfolio? - Isn't Ram doing the same thing with Bitcoin? See omnystudio.com/listener for privacy information.
A millionaire says the quiet bit out loud. September 15, 2023
September 15, 2023 06:30 - 1 hour - 70 MB- Great news on unemployment - Qantas loses another battle - The average fund makes what? - A millionaire says the quiet bit out loud See omnystudio.com/listener for privacy information.
Mailbag: incl. The kids are alright! September 10, 2023
September 09, 2023 22:00 - 1 hour - 74.1 MB-- Advice for the kids from Katamatite -- What’s wrong with buybacks? -- Market crash: cheap or quality? -- 4 day work week: I’m unconvinced -- Global versus US ETFs? See omnystudio.com/listener for privacy information.
The economy is sputtering September 8, 2023
September 08, 2023 06:30 - 1 hour - 69.7 MB-- An argument on rates -- GDP causes concern -- The role of mental models -- Qantas cauterises the wound -- Fortescue bleeds executives See omnystudio.com/listener for privacy information.
Mailbag: incl. Improving returns before retirement. September 3, 2023
September 02, 2023 22:00 - 1 hour - 79.1 MB– How can I improve my returns? – Should I sell and buy back, just for psychological reasons? – How can a company be cashflow positive and report a loss? – What should 20-somethings do with a windfall? – Are shares really better than property? – Is Australia’s mix of businesses about right? See omnystudio.com/listener for privacy information.
In praise of great management. September 1, 2023
September 01, 2023 06:30 - 1 hour - 59.3 MB– Looking back at earnings season – What's up with huge swings in share prices – In praise of great management – What’s going on with Resmed? – ASX’s recent woes See omnystudio.com/listener for privacy information.
Mailbag: incl. How many banks should I own? August 27, 2023
August 26, 2023 22:00 - 1 hour - 59.9 MB– How much bank exposure should I have? – What could go wrong with the banks? – How much stock do you place in an audit report? – How to pick stocks in a rapidly evolving tech landscape? – How do you compare the network effects of incumbents versus the upstarts? See omnystudio.com/listener for privacy information.
Retail's ups and downs. August 25, 2023
August 25, 2023 06:30 - 1 hour - 66.6 MB– The inefficient market – Stop trying to be too clever – Retail woes / Scentre soars – Do Westpac’s results give us a glimpse of the future? See omnystudio.com/listener for privacy information.
Mailbag: incl. Someone I trust is selling. August 20, 2023
August 19, 2023 22:00 - 1 hour - 71.7 MB– What should I do when a trusted investor is selling? – What about the tax on bank interest? – Can I use the ASX’s P/E to decide when to invest? – When would you sell Amazon? – What about personalised ETFs? See omnystudio.com/listener for privacy information.
What next for the economy? August 18, 2023
August 18, 2023 06:30 - 1 hour - 67.5 MB– Chinese deflation… now what? – Transurban bounces back – Telstra’s profit soars – A(nother) new housing policy. Sort of. See omnystudio.com/listener for privacy information.
Mailbag: incl. Lessons from losers. The stocks, that is. August 13, 2023
August 12, 2023 22:00 - 1 hour - 63.6 MB– The (questionable) lessons from wheatgrass – Won’t rates go back to 15%? – How do I stay the course? – What about short-sellers – Lessons from losers See omnystudio.com/listener for privacy information.
How much bank profit is too much? August 11, 2023
August 11, 2023 06:30 - 1 hour - 64.3 MB– CBA makes how much? – Public policy goes nuts – Berkshire hits an all-time high – WeWork on life-support See omnystudio.com/listener for privacy information.
Mailbag: incl. Evaluating turnaround investments. August 6, 2023
August 05, 2023 22:00 - 1 hour - 57.8 MB– The case for investing in Australian residential property – Until I can pay my taxes with Bitcoin, I’m out… – Bitcoin doesn’t scale – How should I add money to an existing portfolio? – Should I use charting to time my entry and exit? – Invest? Or pay down debt? See omnystudio.com/listener for privacy information.
The last rate hike? August 4, 2023
August 04, 2023 06:30 - 1 hour - 60.8 MB– The last rate hike? – Fitch downgrades US credit… does it matter? – Big writedowns for BWP – Is business right on tax reform? See omnystudio.com/listener for privacy information.
Mailbag: incl. Evaluating turnaround investments. July 30, 2023
July 29, 2023 22:00 - 1 hour - 78.9 MB– X marks the spot – Is housing the biggest moat? – ‘Defined benefit’ Super? – How should I benchmark shorter-term investments – Are my ASX shares the same as the overseas ones? – How should I evaluate ‘turnaround’ investments? See omnystudio.com/listener for privacy information.
What to expect this earnings season. July 28, 2023
July 28, 2023 06:30 - 1 hour - 78.9 MB– Scott goes away and the market goes up – The beauty of the donut van in Berry – What to expect this earnings season – Target and K-mart to merge? See omnystudio.com/listener for privacy information.
Mailbag: incl. Leaning into the ‘nuance’ of investing. July 23, 2023
July 22, 2023 22:00 - 1 hour - 55.2 MB– Will time catch up with Silicon Valley Bank – Should Super and non-Super be invested the same – I wanna be a ‘sophisticated’ investor! – Can we fix inflation with fuel excise? – Should I invest in an AirBnB? – Aren’t retail shares too cheap to ignore? See omnystudio.com/listener for privacy information.
All about portfolio construction. July 21, 2023
July 21, 2023 06:30 - 1 hour - 73.4 MBScott and Andrew dive into the often-challenging world of portfolio construction. See omnystudio.com/listener for privacy information.
Mailbag: incl. What do you want in life? July 16, 2023
July 15, 2023 22:00 - 1 hour - 58.5 MB– Are two companies too much? – Why has the Future Fund gone active? – Growth or dividend ETF investing? – Pros and cons of discretionary trusts – What do you want in life? See omnystudio.com/listener for privacy information.
A surprise mailbag! July 14, 2023
July 14, 2023 06:30 - 1 hour - 60.1 MB– Why do we only talk about auction results? – Should I sell my shares when on maternity leave? – Advice for female investors? – How do you manage your rainy day fund? – Surely it’s time to use the offset? See omnystudio.com/listener for privacy information.
Mailbag: incl. Retail deathmatch. July 9, 2023
July 08, 2023 22:00 - 1 hour - 67.8 MB– Investment deathmatch: Pitting Harvey Noman against JB HiFi – What about alternating investments in companies and ETFs – In defence of CSL, Cochlear and ResMed See omnystudio.com/listener for privacy information.
An investor's guide to valuation. July 7, 2023
July 07, 2023 06:30 - 1 hour - 72.4 MBAn investors guide to valuation and business performance. See omnystudio.com/listener for privacy information.
Mailbag: incl. How important is company management? July 2, 2023
July 01, 2023 22:00 - 1 hour - 68.1 MB– Do I need a CHESS sponsor for a Vanguard ETF? – How important is company management? – Do we need other cryptos beside Bitcoin? – Investing in Uzbekistan? See omnystudio.com/listener for privacy information.
Making sense of financial statements. June 30, 2023
June 30, 2023 06:30 - 1 hour - 77 MBScott and Andrew take you on a cook's tour through the financial statements, so you know what they mean and what to look for. See omnystudio.com/listener for privacy information.
Mailbag: incl. Leaning into the ‘nuance’ of investing. June 25, 2023
June 24, 2023 22:00 - 1 hour - 59.1 MB– Leaning into the ‘nuance’ of investing – Why you shouldn’t give in to pessimism – What about avoiding banks and miners? – The Pros and Cons of SMSFs – Emerging Markets ETFs? See omnystudio.com/listener for privacy information.
Rates mightn't go as high as we think? June 23, 2023
June 23, 2023 06:30 - 1 hour - 65.8 MB– Rates mightn’t go up as high as we think? – Time to remove the RBA? – Rex's $35m loss. – What do we do about competition? See omnystudio.com/listener for privacy information.
Mailbag: incl. The stories we tell ourselves. June 18, 2023
June 17, 2023 22:00 - 55 minutes - 50.6 MB– The stories we tell ourselves – Hold ‘em or fold ‘em? – Is it time for ‘proper’ investing? – The $70,000 ‘pew pew’ gun – Should I rebalance with bonds? See omnystudio.com/listener for privacy information.
Is Australian housing really a ‘Ponzi’? June 16, 2023
June 16, 2023 06:30 - 1 hour - 75.5 MB– US rates pause & NZ in recession – Consumer spending tips past a peak? – What does it mean for housing? – Is Australian housing really a ‘Ponzi’? See omnystudio.com/listener for privacy information.
Mailbag: incl. In whose name should I invest? June 11, 2023
June 10, 2023 22:00 - 1 hour - 80.9 MB– How do ETFs trade? – The path to financial stability – Income from funding LMI? – In whose name should I invest? – Will inflation hurt share prices? – Do ETFs inflate the prices of big companies? – Please have a rant! See omnystudio.com/listener for privacy information.
Heading towards a per-capita recession. June 9, 2023
June 09, 2023 06:30 - 1 hour - 59.9 MB– Rates rise... And more to come? – GDP growth slows and retail sales slump – Investing in a world of second-order thinking See omnystudio.com/listener for privacy information.
Mailbag: incl. An opportunity in agriculture? June 4, 2023
June 03, 2023 22:00 - 1 hour - 78.7 MB– Is there an opportunity in agriculture? – What about agtech? – How should I help my 18yo son? – Taking the Aussie dollar into account? – Should we incentivise newly built homes? See omnystudio.com/listener for privacy information.
Inflation up, and tough love from the Gov. June 2, 2023
June 02, 2023 06:30 - 1 hour - 72.9 MB– Inflation jumps – Phil Lowe tells some hard truths – Wesfarmers ‘the honeymoon is over’ – Fixing the wages problem See omnystudio.com/listener for privacy information.
Mailbag: incl. The skinny on SMSFs and Industry Super. May 28, 2023
May 27, 2023 22:00 - 1 hour - 71.5 MB– Is it time to rebalance my portfolio? – What to do with a non-renounceable rights offer? – The skinny on SMSFs and Industry Super – Is 'sentiment' really all that's separating these businesses? See omnystudio.com/listener for privacy information.
What to do with a lower Aussie dollar. May 26, 2023
May 26, 2023 06:30 - 1 hour - 70.7 MB– UK inflation falls… a little. Sort of. – The ugly truth about interest rates – What to do with a lower Aussie dollar – What does the Rich List tell us about Australian business – Should we tax wealth? See omnystudio.com/listener for privacy information.
Mailbag: incl. Investing in an accelerating world. May 21, 2023
May 20, 2023 22:00 - 1 hour - 80.7 MB– Does the pace of change make stock picking impossible? – Is now the right time to buy a house? – What about a leveraged ETF? – What about a supply response to inflation? – The skinny on activist short-selling – Why don’t people talk about ROE more? See omnystudio.com/listener for privacy information.
How does an investor respond to ongoing inflation? May 19, 2023
May 19, 2023 06:30 - 1 hour - 59.3 MB– Is the US going to default? – How to invest in an inflationary world – ChatGPT moves into funds management? – What’s the role of corporate activism? See omnystudio.com/listener for privacy information.