Motley Fool Money

– NextDC share price craters – Thinking about value in an uncertain world – What NAB’s layoffs mean for investors – AI and the innovator’s dilemma See omnystudio.com/listener for privacy information.

– What happens to lenders mortgage insurance in a downturn? – Do bonds belong in my portfolio? – What can I draw down before retirement? – How should I own shares for my young kids? See omnystudio.com/listener for privacy information.

– A post mortem (of sorts) on Firmus – … and Glencore lists here – The value of the value chain – 23/5 trading is coming… to the ASX? See omnystudio.com/listener for privacy information.

– Is investing in ETFs inside Super enough? – What are the pros and cons of Kogan’s incentive scheme? – What to do if you’re sure there’s a crash coming? See omnystudio.com/listener for privacy information.

– Consumer confidence is falling – Greens on groceries – Sunrice gets a bailout – DJs loses brands and Coles might use robots See omnystudio.com/listener for privacy information.

– We either have a free market or we don’t! – Why would a stock-picker buy an ETF? – House price falls miss the bigger picture – How can we stop punishing young professionals with kids? See omnystudio.com/listener for privacy information.

– Even former RBA governors are calling for government to act – The end of card surcharges – Private credit’s moment of truth – Dividends are back in vogue See omnystudio.com/listener for privacy information.

– Why do US oil prices rise when they’re self-sufficient? – Why do we fall for politicians’ fake solutions on housing? – Where’s the inflation/immigration sweet spot? – I didn’t beat the S&P500. Should I give up? – How does Victoria get out of fiscal trouble? See omnystudio.com/listener for privacy information.

– Should we neuter the AI arms race? – Warren Buffett steps down – Soul Patts is 20% in cash – Myer’s profits down 30% See omnystudio.com/listener for privacy information.

– Should overtime be tax-free? – What if we restricted negative gearing to younger people? – What business and management intangibles do you look for? – What can I give a 17-year old to read to get him started on investing? See omnystudio.com/listener for privacy information.

– The Fed hikes rates… why does it matter? – Why do our banks raise rates? – The data behind why house prices can’t keep climbing faster than wages – It’s time for regulatory sunsets See omnystudio.com/listener for privacy information.

– What do I do after the Coldcard exploit? – Berkshire Hathaway or an ETF? – What other podcasts do you listen to? – What are your other favourite quotes? – Time is unknowable. Invest anyway. See omnystudio.com/listener for privacy information.

– AI replacing investors – AI agility versus security – ‘And then what?’ – The investing takeaway from higher bond yields See omnystudio.com/listener for privacy information.

– Don’t we already have a sovereign wealth fund? – Give the RBA another lever? – Should I keep adding to Super? – Are LICs on the way back? See omnystudio.com/listener for privacy information.

– GDP weak… but also too hot? – Productivity stalls – Uber lays off 10% of its workforce See omnystudio.com/listener for privacy information.

– What does a recession actually look like? – When do you tell your kid everything about your finances? – Why doesn’t Norway’s SWF invest at home? See omnystudio.com/listener for privacy information.

– Lessons from Nvidia’s blow-out quarter – Bitcoin on a tear… again – Bathla collapses… now what? See omnystudio.com/listener for privacy information.

– Why am I getting smashed on my house price? – Don’t miss the glimmers of light – Inflation is why I don’t save – An opportunity in small caps? – 22 and the world at his feet! See omnystudio.com/listener for privacy information.

– It’s Vanguard Index Chart day! – Super for housing… here we go again – We now have a trillion dollars in debt See omnystudio.com/listener for privacy information.

– How do we fix our political quagmire? – Are house prices really just a function of desire and competition? – Why aren’t we talking about AI more? – Where am I wrong on housing? See omnystudio.com/listener for privacy information.

– Another day, another bailout – Mortgage applications are falling… now what? – Can you defend a sky-high P/E? See omnystudio.com/listener for privacy information.

– Will Satoshi ever emerge? – Public service savings aren’t easy, especially in health – Should I hedge US investments because of possible US devaluation? – What about Australian ETFs, and international investing inside Super? See omnystudio.com/listener for privacy information.

– 5 year anniversary of Strawman – 40 year mortgage rear their ugly heads – The ASX’s ‘Steven Bradbury’ moment – A Bitcoin warning – The rise of AI continues See omnystudio.com/listener for privacy information.

– What if I just want to preserve my purchasing power? – Should losses be indexed for CGT purposes? – What about staging CGT discounts over time? – How do I avoid losing money to bad governance? See omnystudio.com/listener for privacy information.

– Inflation, rates, and the future – Property is… falling? – US Bond yields at 19-year high See omnystudio.com/listener for privacy information.

– What to do with my massive Nvidia holding? – Where is the public track record? – Is AI a risk to bitcoin? – How much is ‘enough’ for a 25-year old? See omnystudio.com/listener for privacy information.

We know how companies make money - they keep their costs lower than their revenues. But that doesn’t mean shareholders necessarily get wealthier. Scott and Andrew chat about the different ways companies can create wealth for shareholders, including reinvestment, acquisitions, dividends and buybacks. See omnystudio.com/listener for privacy information.

– What’s the difference between a sovereign wealth fund and nationalisation? – Are market recovery periods getting shorter? – What’s the right approach for investing in retirement? – What happens if ETFs become larger shareholders in listed companies? – What questions would you answer before investing? See omnystudio.com/listener for privacy information.

What if there was a way to reduce the cost of administration, and the friction of changing jobs? But what if it led to worse outcomes? That’s the quandary the boys are throwing around in this episode on the merits of a Universal Basic Income. See omnystudio.com/listener for privacy information.

– Are ETF investors being scammed into buying AI stocks – What about the minimum wage? – Housing security or financial security? See omnystudio.com/listener for privacy information.

We talk a lot about what investors should do. But what ‘not’ to do is potentially more important. See omnystudio.com/listener for privacy information.

– The pollies aren’t as bad as you say! – Where is the American tipping point? – How can ‘grandfathering’ be fair? – Is more CGT on shares really helping housing affordability? See omnystudio.com/listener for privacy information.

A listener, Geneveive, wonders how economic thinking could inform public policy decisions. Scott and Andrew give their thoughts. See omnystudio.com/listener for privacy information.

– What metrics should government use? – Shouldn’t we criticise a broken promise? – Can we have a campfire rant? – Is there enough upside to invest, rather than paying the mortgage? See omnystudio.com/listener for privacy information.

– Inflation is… stuck – Will house prices fall? – When are founder-CEOs no longer needed? See omnystudio.com/listener for privacy information.

– Does borrowing on shares close the gap to leveraged property? – Should we take away pollies’ perks if they break promises? – Does the tax system disincentivise skilled immigration? See omnystudio.com/listener for privacy information.

– Is a Trillionaire really a bad person? – The end of hostilities in Iran… we hope – A tipping point for retail in Australia? See omnystudio.com/listener for privacy information.

– How should Australia’s Sovereign Wealth Fund invest? – Should public transport be ‘free’? – How should we evaluate debt levels of different companies? See omnystudio.com/listener for privacy information.

– SpaceX ready for launch – Job cuts: AI, Southern Cross and Woolies – Can AI bring us one-hour workweeks? See omnystudio.com/listener for privacy information.

– Is the PEG Ratio valid? – What do I do when management breaks my investment thesis? – Please stop saying we can’t make a difference on national security – Can we stop the intergenerational hate? – Is the US being run by a ham sandwich? See omnystudio.com/listener for privacy information.

– GDP growth slows – Why the RBA got what it wanted… and others aren’t happy – The status quo effect needs to be challenged See omnystudio.com/listener for privacy information.

– Is the NASDAQ diversified enough? Are the FAANG stocks? – Give us some optimism – How can we have a sovereign wealth fund if we’re in debt? See omnystudio.com/listener for privacy information.

– EVs and innovation – (Yet another) reason not to try to time the market – The compound power of combination – Why ‘adoption’ wins See omnystudio.com/listener for privacy information.

– The Motley Fool Money drinking game? – Did you make a mistake on CSL? – Am I being ‘tricked’ by VDHG? See omnystudio.com/listener for privacy information.

– Angus Taylor’s Budget reply – Pushback on NG and CGT – The real issue with housing affordability See omnystudio.com/listener for privacy information.

– How do I think about moving from accumulation to income? – How do you manage ‘legacy’ positions? – Quarks, physicists and engineers See omnystudio.com/listener for privacy information.

It was a big Budget, with changes to trusts, negative gearing and capital gains tax… and let’s not forget the bigger picture! See omnystudio.com/listener for privacy information.

– What about AFIC’s DSSP? – Should I buy an ETF and go fishing? – CGT changes need averaging? – Is SpaceX the next Amazon? See omnystudio.com/listener for privacy information.

– The Met Gala and the curse of arrogance – Rates up as inflation bites – Wisetech’s AI ‘miracle’ See omnystudio.com/listener for privacy information.

– What’s wrong with a gas reservation system? – Is this AI financial armageddon? – Are NASDAQ’s listing rules hurting Super funds? – Aren’t workers losing when tax comes out of CPI-linked wage rises? See omnystudio.com/listener for privacy information.