The Money Puzzle

The Australian
undefined
Dec 10, 2020 • 43min

What investors learned in a year to forget. IPO boom surfs a wave of optimism. Is it time to re-educate economists?

In the last episode for 2020, James and Alan look back on what they've learned from a dreadfully difficult year, and the trends that seem likely to dominate the one on the horizon.See omnystudio.com/listener for privacy information.
undefined
Dec 3, 2020 • 38min

House prices are going up, yes, really. Can Australia reset its trade relations with China? The winners and losers of rising super guarantees.

As we round into the home stretch of a dreadful year, things are starting to look strangely optimistic. House prices are going up, the recession appears to be waning, and there's a COVID vaccine in sight. On this week's episode, James and Alan take stock of the latest economic data, and wonder about the end point of an ongoing trade spat with China. See omnystudio.com/listener for privacy information.
undefined
Nov 26, 2020 • 35min

Why Bitcoin is back. State budgets damn the deficits. The secret of multi million super accounts

After a year that has redefined turbulence, it appears that most investors are going to finish... flat? James and Alan talk about the surprisingly upbeat end to 2020, crypto, state budgets and electric cars on this week's episode  See omnystudio.com/listener for privacy information.
undefined
Nov 19, 2020 • 31min

Bitcoin – The Second Coming. The Vaccine Race- Will Big Pharma play fair? China's booming sharemarket. Share swapping and CGT.

Bitcoin’s second coming has Alan Kohler and James Kirby questioning whether people are losing faith in the US dollar. The duo also ponder what other reforms might be pushed through during the COVID-19 crisis on the back of NSW’s changes to stamp duty.See omnystudio.com/listener for privacy information.
undefined
Nov 12, 2020 • 37min

How to fix your rate regrets. Markets optimistic about a Trump transition. Beware faux ethical funds.

Rates are on everyone's minds at the moment. Can you beat the bank? Alan and James provide their opinions on fixing mortgages on this week's episode, and pick over the smouldering remains of the US presidential election, before diving into some curly listener questions about sector ETFs, ethical funds and boron mines.See omnystudio.com/listener for privacy information.
undefined
Nov 5, 2020 • 38min

Back in the cafe! Market is pricing in a Biden win. A lot more than a rate cut from the RBA.

This week's episode was recorded as votes were being counted in the US Presidential election, but markets seem to have already warmed to the prospects of a narrow Biden win. Tech stocks in particular seem poised to benefit from that outcome. Also discussed in this episode: the resilience of pent-up consumer demand in Australia, the RBA's messaging around rates and a bunch of listener questions. See omnystudio.com/listener for privacy information.
undefined
Oct 29, 2020 • 45min

Is there a recession or not? How bank dividend cuts hurt retirees hardest. What If AusPost's Holgate had offered cash instead?

As Victoria emerges from its lockdown, Alan Kohler and James Kirby take a closer look at Reserve Bank deputy governor Guy Debelle’s comment that a technical recession is over, and question how much that actually matters. Also on the agenda is the Australia Post Cartier watch scandal, a preview of the RBA’s next meeting, and more.See omnystudio.com/listener for privacy information.
undefined
Oct 22, 2020 • 42min

Gold regains lustre as an inflation hedge. Who wants a Crown with this much controversy? Investing in barrels can be whisky business

Gold is back in vogue with investors, but what about cryptocurrencies? James and Alan discuss the idea of reserve banks creating their own digital currencies on this week's episode of The Money Cafe, as well ass the ongoing disaster at Crown, the prospect of investing in scotch, and the growing love for a Biden win on financial markets.  See omnystudio.com/listener for privacy information.
undefined
Oct 15, 2020 • 39min

Our top 3 best stocks. How low will Lowe go? Does government spending really drop next year?

With the RBA indicating another rate cut is imminent, Alan Kohler and James Kirby convene in the virtual Money Café to question how low Lowe will go. The duo also discusses whether government spending will really drop next year and why they’re only half as worried as they were about mortgage deferrals.  See omnystudio.com/listener for privacy information.
undefined
Oct 8, 2020 • 36min

Should you fix rates? The answer is obvious. What’s going on with super?

As the dust settles from Tuesday’s federal budget, Alan Kohler and James Kirby reconvene in their traditional Money Cafe time slot to trawl through the budget’s entrails while looking into super reform and pondering where they would spend an extra $10 billion on top of the budget.  See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app