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May 2024
1h 14m

Mailbag: incl. The Statler & Waldorf edi...

LiSTNR
About this episode

– Does AI make central planning possible?

– I’ve lost conviction, what do I do?

– Why should we fear a property crash?

– Roll over the term deposit, or buy shares?

– I can sell everything to pay off the mortgage. Should I?

– How do I think about selling to buy a house?

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Anthropic’s $2 trillion IPO. October 30, 2026
– Inflation rises… again – What if house prices keep falling? – Anthropic’s $2t IPO – Star cops an existential(?) fine See omnystudio.com/listener for privacy information. 
1h 23m
Oct 24
Mailbag, incl: Is ‘tax the rich’ a solution? October 25, 2026
– Is ‘tax the rich’ a solution? – How can I avoid companies making bad acquisitions? – Can Australia specialise in something unique? – Who would be in your famous investor discussion group?See omnystudio.com/listener for privacy information. 
1h 21m
Oct 23
Thinking about value in an uncertain world. October 23, 2026
– NextDC share price craters – Thinking about value in an uncertain world – What NAB’s layoffs mean for investors – AI and the innovator’s dilemmaSee omnystudio.com/listener for privacy information. 
1h 30m
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