The Money Puzzle

The Australian
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Oct 6, 2020 • 19min

Budget 2020: searching for surprises in a blizzard of measures

James and Alan jump in to a spare room at the 2020 Federal Budget lockup to discuss a massive slate of fiscal measures largely already announced. It's a podcast of big numbers: debt, deficit, population growth and tax cuts all feature prominently.  See omnystudio.com/listener for privacy information.
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Oct 1, 2020 • 43min

Budget predictions. Can you beat the house when fixing rates? The cities left behind in a housing recovery.

James returns to the Money Cafe just as an enormous Federal Budget looms on the doorstep. This week, he and Alan discuss what next week's budget could contain, the increasingly bifurcated Australian property market, and how anemic interest rates should change the way you view a mortgage rate fix.  See omnystudio.com/listener for privacy information.
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Sep 24, 2020 • 46min

How to prepare for a Presidential punch-on. Setting the bar on fund manager experience. Could COVID crush small industry funds?

With James Kirby still on a locked down holiday, Alan is joined in the Money Cafe by Chris Weston, head of research at Pepperstone. Together the two of them look at the RBA's messaging on rates, the prospects of a drag-out Presidential election, how young investors can negotiate a turbulent economic cycle, and the maths on Afterpay.  See omnystudio.com/listener for privacy information.
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Sep 17, 2020 • 40min

‘Buy the rumour, sell the fact’. The work from home revolution. A Minsky moment.

Alan Kohler puts the markets under the microscope in this week’s episode of The Money Cafe as he is joined by Author and Publisher of The Pain Report, Jonathan Pain. The pair discuss what the Fed’s been up to, why Jonathan is shorting the Nasdaq, the working from home revolution, and much more.  See omnystudio.com/listener for privacy information.
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Sep 10, 2020 • 33min

Rio's road to perdition. Insuring the vaccines. Tech sell off: If not this time, next time

This week on The Money Cafe, James and Alan chat about the widening gap between markets and the economy, vaccine insurance, the increased pressure on Rio Tinto's leaders after the Juukan Gorge fiasco and Warren Buffet's very diverse views on diversification.  See omnystudio.com/listener for privacy information.
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Sep 3, 2020 • 42min

Recession… or something else entirely? Why the Future Fund is cashing up. Can we believe these house price numbers?

Alan Kohler and James Kirby are back in the virtual café to flesh out yesterday’s GDP figures and why the recession label doesn’t capture the current economic situation. The duo also look at IOOF’s acquisition of MLC, the Future Fund’s warning sign and why residential property signals are deteriorating.  See omnystudio.com/listener for privacy information.
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Aug 27, 2020 • 34min

The secret of BNPL success. What happens if Biden wins? How much for financial advice?

Alan's back in the virtual cafe this week, and has a lot to catch up on as between market moves and corporate misbehaviour. He and James discuss the epic battle between commercial landlords and retailers, the institutional investors that were out for revenge against AMP, and how markets could react to a change in the White House.  See omnystudio.com/listener for privacy information.
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Aug 20, 2020 • 44min

With special guest – Top financial adviser Sally Huynh. Early super withdrawal… is it taxed? A house in the city, a place in the country...can it be done?

Top financial adviser Sally Huynh joins James Kirby in this week’s episode of The Money Café for a discussion on the key issues and investment trends emerging from COVID including gold’s spectacular rally, early super withdrawals and the state of industry funds as airports and toll roads struggle.  See omnystudio.com/listener for privacy information.
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Aug 13, 2020 • 37min

Mining a rebound. Government guaranteed gold? Revealing the 'jobkeeper stocks'.

Resources expert Tim Treadgold joins James Kirby in the cafe this week for a detailed discussion about gold, iron ore, lithium, and how government stimulus could be a major boon for mining generally.  See omnystudio.com/listener for privacy information.
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Aug 11, 2020 • 24min

Forward Slash special: the buy now, pay later boom

Buy now, pay later companies are eating up an increasing share of the retail transaction market at a time when credit cards are on the wane. It's another example of neglected customers finding a better experience with an innovative start-up product. But is regulation keeping up with the pace of change, and should consumers be more wary of these lending systems as a historic recession rocks the world?  See omnystudio.com/listener for privacy information.

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