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Mailbag, incl: Give me a reason for optimism! April 5, 2026
– I’m 12… and have never listened, but have a question – Inheritance taxes are bad - maybe we should use defence land? – Give me a reason for optimism – What’s going on with my ASX-listed US ETFs? See https://omnystudio.com/listener for pri
A week of ‘popular nonsense’. April 3, 2026
– The PM addresses the nation – Fuel subsidies that are worse than they seem – The ‘free market has failed us’ really hasn’t – $1 billion in loans for struggling small business – RBA bans card surcharges See https://omnystudio.com/listener
Stocks In Focus: Boss Energy, April 1 2026
This week, Scott talks to Motley Fool analyst Vincent Wales, about Uranium miner Boss Energy (ASX:BOE). See https://omnystudio.com/listener for privacy information.
Mailbag, incl: What moats are defensible in an AI world? March 29, 2026
– Where to go for good, unconflicted advice? – What to do with businesses whose share prices have tanked? – What moats are defensible in an AI world? – What about Credit Corp? See https://omnystudio.com/listener for privacy information.
Has the time for Budget reform passed? March 27, 2026
– Inflation falls… for now. – Why a 25% tax on oil revenues is bad – Another day (yet) another expensive bailout – Has the time for Budget reform passed? See https://omnystudio.com/listener for privacy information.
Mailbag, incl: What’s Buffett’s take on crypto. March 22, 2026
– What’s Buffett’s take on crypto? – My son’s first purchases are down… help! – Some critiques of sound money examples – Are financial planners going to be victims of AI? – Bitcoin-collateralised peer-to-peer lending? See https://omnystudio
Dare we hope for a Budget surplus?. March 20, 2026
– Interest rates up… on a split decision. – Dare we hope for a Budget surplus? – Oil prices rise… and ripple through the economy – The US SEC might cut reporting requirements – The end of the Metaverse See https://omnystudio.com/listener fo
Stocks In Focus: ResMed, March 18 2026
This week, Scott talks to Motley Fool Director of Research, Ryan Newman, about medical device maker, ResMed (ASX:RMD). See https://omnystudio.com/listener for privacy information.
Mailbag, incl: Should I invest in property for my kids? March 15, 2026
– Should I buy big positions up-front and fix diversification over time? – Should I sell my LIC? – Bonds vs. cash? – Should I invest in property for my kids? – Fixing the Budget and productivity? See https://omnystudio.com/listener for priv
How little we learned from COVID. March 13, 2026
– Oil and volatility. Shortages and stockpiles – Atlassian cuts 1600 jobs – Allegra Spender’s great contribution on tax – How can a fertiliser plant be sold for $1? See https://omnystudio.com/listener for privacy information.
Mailbag, incl: The pros and cons of an interest-only mortgage? March 8, 2026
– 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 https://omnystudio.com/listener for privacy informat
Responding to the SaaSpocalypse. March 6, 2026
– Responding to the SaaSpocalypse – Surprisingly good GDP numbers – The risks of a higher oil price… and the costs See https://omnystudio.com/listener for privacy information.
Mailbag, incl: Is government really to blame for inflation? March 1, 2026
– 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 https://omnystudio.com/listener for pr
The AI shockwaves are big and being felt. February 27, 2026
– Inflation still way too high – Bouquets for earnings season – Is WiseTech a view of the future? See https://omnystudio.com/listener for privacy information.
Mailbag, incl: How do I respond to the AI threat with ETFs? February 22, 2026
– 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 https://omnystudio.com/listener for privacy informat
Is the opportunity window for investors closing? February 20, 2026
– Is the opportunity window for investors closing? – A new Opposition… time for new policies? – Where mining goes, goes the market – Resources jump… and slump See https://omnystudio.com/listener for privacy information.
Mailbag, incl: When is CEO remuneration too high? February 15, 2026
– What is the ‘debasement trade’? – Is there too much money chasing too few assets? – When is remuneration too high? – Have you changed your mind on the global order? – A history correction for the Strawman – Convince me rates won’t rise a
It’s expectations season! February 13, 2026
– Are we about to see a change in CGT? – It’s expectations season – PR-by-ASX-announcement? See https://omnystudio.com/listener for privacy information.
Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
– What about competition in a portfolio? – How can I keep my winners, but also rebalance my portfolio? – Why aren’t people borrowing against their homes to invest? – Use your real names, please! See https://omnystudio.com/listener for priva
We’re selling off the family silver… again. February 6, 2026
– Rates up… no surprise. – Gold’s plunge – I am the Kiss of Death – Selling off the family silver See https://omnystudio.com/listener for privacy information.
Mailbag, incl: Is it time to get defensive? February 1, 2026
– In which phase of the market cycle does the Small Cap sector generally get the love? – Is it time to get defensive? – Should I hold Bitcoin directly or through an ETF – Does mean reversion apply to small caps and AI? See https://omnystudi
Is there an AI ‘employment ice age’ coming? January 30, 2026
– Inflation surges – Gold soars, Australian dollar soars. And the US dollar is sinking. – An “employment ice age is coming”, according to some. See https://omnystudio.com/listener for privacy information.
Mailbag, incl: What is going on in Japan? January 25, 2026
– Ethical investing and the sleep-at-night test – Notes from a loyal listener – What on earth should we make of Japan? – What about doubling the GST and paying it back as a dividend? See https://omnystudio.com/listener for privacy informati
Is it our turn to try tariffs? January 23, 2026
– Where is confession season? – Valuations are high, but many have fallen? – Is it our turn to try tariffs? See https://omnystudio.com/listener for privacy information.
Stocks In Focus: Woodside, January 21 2025
This week, Scott talks to Motley Fool analyst Mitchell Lawler about oil and gas giant, Woodside (ASX:WDS) See https://omnystudio.com/listener for privacy information.
Mailbag, incl: Should I sell my AFIC shares? January 18, 2026
– Shouldn’t we ask more questions at company AGMs? – How do I put Bitcoin into an SMSF? – What do I do with a lump sum before I buy? – Should I sell my AFIC shares? See https://omnystudio.com/listener for privacy information.
The (Other) Sound Money episode. January 16, 2026
Okay, no-one was surprised we didn’t get through all of what there was to say about Sound Money last week… so here’s the final instalment! See https://omnystudio.com/listener for privacy information.
Mailbag, incl: What to do with employee shares? January 11, 2026
– Here’s why I didn’t buy more Bitcoin – I’m scared of losing my seed phrase! – What to do with employee shares? – How did Strawman come about See https://omnystudio.com/listener for privacy information.
The Sound Money episode. January 9, 2026
The boys take a short trip through the history of money, explaining why ‘sound money’ was the basis of commerce, until it was corrupted, and why we now have a completely arbitrary financial system, plus highlighting a competing financial th
Can I trust a CEO I don’t agree with? January 4, 2026
– My neo-fund doesn’t look after me – Can I trust a CEO I don’t agree with? – Sure… but are you beating the market? See https://omnystudio.com/listener for privacy information.