The Money Puzzle

The Australian
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Sep 13, 2018 • 36min

The danger of Royal Commission fatigue. What really triggered the GFC? The man monstering Myer.

This week's episode features reflections on the global financial crisis, a focus on life insurance at the banking Royal Commission, analysis of Myer's strategy, and a couple of special guests.  See omnystudio.com/listener for privacy information.
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Sep 6, 2018 • 39min

Is there a pre-election mini-Budget on the way? As good as it gets on the GDP. Behind the retirement backflip.

Politics, pensions and (GD)P are all on the menu in this week's episode of The Money Cafe. Also discussed: the new online utilities that are getting frighteningly large, the state of charitable investing, and a swag of listener questions.  See omnystudio.com/listener for privacy information.
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Aug 30, 2018 • 33min

How did you super do this year? Why did TPG give up its ambitions? Trump versus Google: the reality

Alan and James reunite for a rapid fire discussion of super returns, Labor's tax revolution, and the state of Australia's telco sector.  See omnystudio.com/listener for privacy information.
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Aug 23, 2018 • 29min

The beef on the best agri-investments. Why the drought hardly matters to some ag stocks. Superstar stock A2 milk is not what it seems.

The Australian's rural reporter, Sue Neales, jumps into the Money Cafe for a special episode on all things ag. What separates the cream from the crap in Australia's regional companies, and where should investors be looking for the next crop of success stories?  See omnystudio.com/listener for privacy information.
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Aug 16, 2018 • 26min

Crisis in Turkey: is it over or just about to begin? At $216 a share is CSL overpriced? Another Spaceship super mystery.

Alan and James reunite in the Money Cafe this week for a meaty chat about financial crises abroad and the ongoing Banking Royal Commission in Australia. Also covered: wage growth, migration, online fashion and CSL.  See omnystudio.com/listener for privacy information.
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Aug 9, 2018 • 27min

Has ASIC been a 'poodle' regulator? Crown finally reveals its pokie numbers. Huh! AGL triples profits and the share price falls

This week Stephen Mayne steps into The Money Cafe to join James Kirby for a discussion of a massive week in the royal commission, and what it means for many financial institutions.  See omnystudio.com/listener for privacy information.
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Aug 2, 2018 • 41min

The FAANG stocks; Apple goes from strength to strength; and the open question of Telstra's future

In this edition of The Money Café, Alan Kohler and special guest Supratim Adhikari, tech editor at The Australian, talk all things FAANGs, and unpack the wobbly state of Telstra.  See omnystudio.com/listener for privacy information.
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Jul 26, 2018 • 28min

Nine's offer for Fairfax Media to take control of Domain and Stan, Facebook isn't cool anymore and shares fell 25 percent in one day and Amazon's success has been Kogan's pain

Alan Kohler and guest David Swan, technology reporter for The Australian, discuss the Nine-Fairfax merger as a digital play. Facebook shares fell 25 percent in one day and Amazon’s going gangbusters.  See omnystudio.com/listener for privacy information.
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Jul 19, 2018 • 27min

ACCC boss Rod Sims gets bolshy, does jobs growth mean higher wages and will the government crack down on industry super funds?

Alan Kohler and guest co-host John Durie also ask when don’t executives get bonuses? What’s keeping CEO salaries down and how there's more men named Andrew than women in ASX100 listed companies.  See omnystudio.com/listener for privacy information.
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Jul 12, 2018 • 32min

What credit crunch? Elon Musk and limits of corporate sponsorship and do you really trust Aldi that much?

The ACCC wants to regulate the energy market, Wayne Byers claims there’s no credit crunch and the decline in lending hasn’t led to a decline in residential construction thanks to immigration. Alan and James discuss consumer confidence being up thanks to talk of tax cuts, Aldi dethroning Qantas as the most trusted brand and Elon Musk's submarine to the Thailand cave rescue.  See omnystudio.com/listener for privacy information.

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