The Money Puzzle

In June 2023 we did our first special edition on AI when we introduced the issue and we talked about Nvidia - the AI chipmaker which is up 200 per cent since that time. Today we catch up on AI in mid-2024 with Matt Barrie, the founder and CEO of Freelancer: an executive at the frontline of AI changes.In this episode we cover: Why are investment markets so excited over AI?* Threats and opportunities of the new technology Why Google and Netflix should be very worried The stocks ready to surf the AI wave  Matt Barrie, the CEO of Freelancer joins wealth editor James Kirby in this episode.See omnystudio.com/listener for privacy information.

For a long time it was a golden rule among financial advisers to pay down your mortgage before any other investment consideration. Well, not any longer…for some investors putting money into super should come first. In today’s show we cover… Mortgage payments versus super contributions  Selling a property without using a real estate agent Should you self insure ? Playing house with CGT exemptions and negative gearing   Financial adviser Bruce Brammall joins wealth editor James Kirby in this episode See omnystudio.com/listener for privacy information.

The annual Rich 250 has just been released with a whole new crew of debutants pushing the incumbents of previous generations to one side. In this episode, we cover: The new network of tycoons emerging across Australia The crypto king building the most expensive house...ever...in Australia Two sisters who saved Blundstone boots and made a fortune The Australian with a $2 billion empire in Estonia   John Stensholt editor of The List - Australia’s Richest 250 joins Wealth Editor James Kirby in this episode. See omnystudio.com/listener for privacy information.

The Victorian capital is the weakest of the major cities and its apartment market has been a loser for more than a decade. But the soft patch can't last forever: The investment fundamentals for the city are strong and long-term investors could do very well looking a little more closely at the Melbourne market.   In today's show, we cover:  Melbourne apartments - 'Be greedy when others are fearful' How your HECs bill blocks your borrowing capacity  Is over-capitalization over-rated? The two regional cities that capture the shift outside Syndey and Melbourne Adviser Stuart Wemyss of ProSolution Private Clients joins wealth editor James Kirby in this episodeSee omnystudio.com/listener for privacy information.

The Future Fund's consistently strong returns and its big exposure to so-called 'unlisted assets' have captured the interest of many investors. But, until very recently, most investors could not get access to unlisted assets and were restricted to listed securities such as shares and managed funds. Usefully, things are changing - today we take a serious look at unlisted assets.  In this episode we cover  Introducing the risk spectrum of unlisted assets  Accepting a 5-7 year wait for unlisted returns Water rights, forestry schemes and new agribusiness opportunities Why do retirees not pay tax?  Matthew Cassidy of Partners Wealth Group joins wealth editor James Kirby in this episode.See omnystudio.com/listener for privacy information.

This was not supposed to happen: The regions were meant to return to their secondary position in the residential investment market after COVID-19. Instead, over the last three months, prices rose faster than in the cities and the rental vacancy rates remained tight as hell... what gives?In today's show, we cover:  The curious case of the regional property bounceback How the national market is already looking better than last year's forecasts Are investors in one-bedroom units facing a disadvantage Navigating property taxes  Property analyst Louis Christoper of SQM Research joins Wealth Editor James Kirby in this episode See omnystudio.com/listener for privacy information.

Not for the first time a single stock has become the proxy for a red-hot theme: AI and Nvidia are now interchangeable - and the specialist chipmaker has become the world’s top stock. Today we look at the AI boom and the first steps every Australian investor should be taking.In today’s show, we cover: The Australian stakeholders inside Nvidia  Playing the AI boom on the ASX Exploring solar power and EVs* Selling shares without paying tax  Financial advisor James Gerrard joins Wealth Editor James Kirby in this episodeSee omnystudio.com/listener for privacy information.

The consensus view is that interest rates have peaked in this cycle. Banks are already snipping their fixed rate mortgage rates (which is good) while also reducing the rate they pay on cash deposits (which is not so good). It's time to find out what's going on in the finance market.In today's show, we cover:  The beginning of lower fixed-rate mortgages Beyond the big four - where to hunt for cash rates Why the First Home Super Saver scheme is too much trouble The trouble with SMSF loans  Sally Tindall, head of research at comparison service, RateCity, joins Wealth Editor James Kirby in this episode See omnystudio.com/listener for privacy information.

Family offices are very much the fashion among the nation’s ultra-wealthy: What are they exactly and what might we learn from how they operate?In today’s show, we cover  The booming business of the family office  Safety in numbers - how the system works  How much do you need to start a family trust? Fund manager performance fees - an explanation  Jacqui Clarke, author and family office adviser joins Wealth Editor James Kirby in this episode See omnystudio.com/listener for privacy information.

Sydney prices have been soft in early 2024: It's not quite a 'buyer's market' but it is as good a time to find value as we have seen in years. Where are the opportunities in the city and which neighbourhoods should we watch? In today's show we cover:  Taking advantage of a rare lull in the nation's top property market Excitement builds around Sydney's new airport zone Why one-bedroomed apartments have limited appeal What is going on around the future of negative gearing? Judy Schmidt of Advocate Buyers Agency joins Wealth Editor James Kirby in this episodeSee omnystudio.com/listener for privacy information.