Podcasts by Category
- 198 - Standby for the solar ‘tsunami’
On this week’s episode of The Money Café, Alan Kohler and James Kirby delve into the mystery of the unlicensed adviser and her missing $20 million. The pair also discuss Bitcoin’s bad week and the phenomenon of magic mushroom investing. To read articles on the topics Alan and James cover in this episode of The Money Cafe, take out a subscription to The Australian or download the Australian app at your app store. See omnystudio.com/listener for privacy information.Thu, 25 Feb 2021
- 197 - How to invest a million-dollar windfall?
In this week’s episode of The Money Café, Alan Kohler and James Kirby discuss the brutish and arrogant Facebook. The pair also look into the rise of Clubhouse and take a deep dive into the Iranian stock exchange. To read articles on the topics Alan and James cover in this episode of The Money Cafe, take out a subscription to The Australian or download the Australian app at your app store. See omnystudio.com/listener for privacy information.Thu, 18 Feb 2021
- 196 - JobKeeper... time to press for payback
In this week’s episode of The Money Cafe, Alan Kohler and James Kirby discuss the truly awful AMP and why Crown can’t go on like this. Also on the agenda are the inflation worriers and an explanation of who’s behind the short selling. To read articles on the topics Alan and James cover in this episode of The Money Cafe, take out a subscription to The Australian or download the Australian app at your app store. See omnystudio.com/listener for privacy information.Thu, 11 Feb 2021
- 195 - GameStop: Storm in a teacup?
Alan Kohler and James Kirby are back in The Money Cafe this week to discuss whether austerity is back on the agenda. The pair also wonder whether a central banker would make a good Prime Minister and estimate China-based ETFs. To read articles on the topics Alan and James cover in this episode of The Money Cafe, take out a subscription to The Australian or download the Australian app at your app store. See omnystudio.com/listener for privacy information.Thu, 04 Feb 2021
- 194 - Mad markets – hunting with wolves!
James Kirby and Alan Kohler are back in the virtual Money Cafe to discuss the GameStop controversy and hedge fund comeuppance. Also on the agenda is the property investment market's shot in the arm, whether the higher inflation number actually means anything, and hydrogen for beginners. See omnystudio.com/listener for privacy information.Thu, 28 Jan 2021
- 193 - Can a bubble last for years?
Alan and James return to Saporito for the first Money Café of 2021 which is labelled the year of the electric car. Also on the agenda is a discussion on the future of the office REIT, the flying Aussie dollar and the heavyweight comparison between Afterpay and Tesla. See omnystudio.com/listener for privacy information.Thu, 21 Jan 2021
- 192 - 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.Thu, 10 Dec 2020
- 191 - 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.Thu, 03 Dec 2020
- 190 - 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.Thu, 26 Nov 2020
- 189 - 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.Thu, 19 Nov 2020
- 188 - 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.Thu, 12 Nov 2020
- 187 - 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.Thu, 05 Nov 2020
- 186 - 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.Thu, 29 Oct 2020
- 185 - 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 acast.com/privacy for privacy and opt-out information.Thu, 22 Oct 2020 - 42min
- 184 - 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 acast.com/privacy for privacy and opt-out information.Thu, 15 Oct 2020 - 39min
- 183 - 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 acast.com/privacy for privacy and opt-out information.Thu, 08 Oct 2020 - 36min
- 182 - 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 acast.com/privacy for privacy and opt-out information.Tue, 06 Oct 2020 - 18min
- 181 - 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 acast.com/privacy for privacy and opt-out information.Thu, 01 Oct 2020 - 42min
- 180 - 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 acast.com/privacy for privacy and opt-out information.Thu, 24 Sep 2020 - 46min
- 179 - ‘Buy the rumour, sell the fact’. The work from home revolution. A Minksy 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 acast.com/privacy for privacy and opt-out information.Thu, 17 Sep 2020 - 39min
- 178 - 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 acast.com/privacy for privacy and opt-out information.Thu, 10 Sep 2020 - 33min
- 177 - 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 acast.com/privacy for privacy and opt-out information.Thu, 03 Sep 2020 - 41min
- 176 - 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 acast.com/privacy for privacy and opt-out information.Thu, 27 Aug 2020 - 34min
- 175 - 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 acast.com/privacy for privacy and opt-out information.Thu, 20 Aug 2020 - 43min
- 174 - 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 acast.com/privacy for privacy and opt-out information.Thu, 13 Aug 2020 - 37min
- 173 - 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 acast.com/privacy for privacy and opt-out information.Tue, 11 Aug 2020 - 24min
- 172 - Is investing in gold ridiculous? Why keeping an eye on US markets is a must. Suspension of insolvency laws and your portfolio.
With Alan on a lockdown holiday, James is joined by financial adviser Doug Turek for a distanced chat about how he is managing portfolios in 2020, and the haunting sense hanging over markets.
See acast.com/privacy for privacy and opt-out information.Thu, 06 Aug 2020 - 40min
- 171 - The murkiest earnings season ever! Is something wrong at CSL? Early super withdrawal beats all forecasts.
This week on The Money Café, James Kirby and Alan Kohler look ahead to the upcoming earnings season, look at what’s going on at CSL, examine the magnitude of early super withdrawals, mull over why Solomon Lew bought Myer and more.
See acast.com/privacy for privacy and opt-out information.Thu, 30 Jul 2020 - 42min
- 170 - The fine detail of Australia's dire budget update. Could deferred loans be written off? The fix is in on Australian mortgages.
Federal Treasurer Josh Frydenberg has revealed the incredible damage COVID-19 has wreaked on Australia's finances. But a closer reading of the budgetary assumptions reveals a mix of optimism and pessimism. James and Alan discuss what is and isn't meaningful in the news, and whether we are destined for a depression in this week's episode. Also covered: more MMT debate, the outlook for deferred loans and Tesla's unlikely win.
See acast.com/privacy for privacy and opt-out information.Thu, 23 Jul 2020 - 41min
- 169 - Anticipating Frydenberg's huge budget update. Gold leverage explained. The super withdrawl disaster accelerates.
The Treasurer's mini-budget update on July 23 will be one of the most keenly anticipated Zoom calls of the year. Alan and James discuss the budgetary and human considerations being weighed up in this week's Money Cafe, and compare communist financial management to the MMT trend. Also discussed: Afterpay's valuation, gold ETFs, the huge fund manager leaning into cash, and the long-term impact of early super withdrawals.
See acast.com/privacy for privacy and opt-out information.Thu, 16 Jul 2020 - 40min
- 168 - An exhaustive look at ETFs. A golden bubble? Income protection policies.
With Alan off-duty, James invites Vanguard's Robin Bowerman on for a comprehensive explanation of how exchange traded funds work, and the ways that ETFs can help and hurt an investing strategy.
See acast.com/privacy for privacy and opt-out information.Thu, 09 Jul 2020 - 33min
- 167 - Special Edition - Modern Monetary Theory - What the hell is it and why is everyone talking about it?
Alan has created quite the stir through his recent fascination with modern monetary theory, or MMT. So, this week he and James thrash out the logic and potential drawbacks of this radical
See acast.com/privacy for privacy and opt-out information.Thu, 02 Jul 2020 - 40min
- 166 - Introducing: Forward Slash
Introducing a brand new podcast from The Australian: 2020 has seen the world reshaped at an unprecedented pace. Eras that once spanned a decade fly past in the space of a month. Trends that lasted weeks are lucky to survive an entire day. Technology is accelerating a lot of these changes, but could it also steer us towards a safer, fairer future? Forward Slash is a podcast series about how massive change and technology are colliding in our present moment. New episodes will be released fortnightly. Search for Forward Slash in your podcast app to hear more.
See acast.com/privacy for privacy and opt-out information.Fri, 26 Jun 2020 - 01min
- 165 - Recession brings a new wave of retail investors. Why fewer financial advisers should mean better advice.
This week on The Money Café, James Kirby and Alan Kohler look into the number of new investors coming into the market, Qantas’ latest job cuts, the risk-reward ratio of bonds, and answer a number of listener questions.
See acast.com/privacy for privacy and opt-out information.Thu, 25 Jun 2020 - 24min
- 164 - Market signals muffled as reserve banks buy up corporate bonds. The distancing rule that could ruin restaurants. Why Afterpay is soaring
Zombie companies loom on the horizon of this week's episode as James and Alan discuss the potential impacts of the US Fed buying up bonds from businesses wounded by the COVID-19 shutdown. In Australia, Job Keeper appears to be the only measure keeping the lights on for many smaller hospitality businesses. How can these measures be unwound? Also discussed: the RBA's property freeze suggestion, and the surprisingly positive year for your super balance.
See acast.com/privacy for privacy and opt-out information.Thu, 18 Jun 2020 - 24min
- 163 - Why Kogan is on a tear. Crazy credit card fees. Assessing the FIRE (Financial Independence Retire Early) movement.
This week Alan Kohler and James Kirby make their long awaited return to the Money Cafe to mull over the stock market recovery following the best 50 days on the market… ever, the disparity between credit card interest rates and buy-now pay-later firms, and punch through a treasure trove of listener questions.
See acast.com/privacy for privacy and opt-out information.Thu, 11 Jun 2020 - 32min
- 162 - Why a GDP recession matters. Will rioting bring markets back to reality? Learning from a tale of ETF woe.
A week of mass protest in the streets of America hasn't subdued Wall Street. Is this rally too good to be true? James and Alan ponder how long stocks can soar in the face of civil unrest in this week's episode of The Money Cafe, and consider how the grim outlook for GDP should be read.
See acast.com/privacy for privacy and opt-out information.Thu, 04 Jun 2020 - 40min
- 161 - Capital raisings bonanza - did you get a fair share? Why tech titans will now extend their dominance. Inflation or deflation - which is the worry?
Stephen Mayne joins James in the Money Cafe this week for an episode largely focused on a rash of capital raisings. Is the current system set up in a way that is unfair to retail investors? Why have some famous rich listers not opted into their own raisings? And which offerings were the real winners in this batch?
See acast.com/privacy for privacy and opt-out information.Thu, 28 May 2020 - 51min
- 160 - Is Amazon propping up world markets? Travel titans play hardball. Reading the last recession.
Have we entered the Land of Oz? Where markets and the economy can persist in divergent realities? James and Alan space out on the big questions in this week's episode The Money Cafe, and attack a rising bag of listener questions.
See acast.com/privacy for privacy and opt-out information.Thu, 21 May 2020 - 42min
- 159 - Australia's misleading unemployment arithmetic. How the big banks will decide what happens to house prices. Will we work from home forever?
After the release of today’s confronting employment figures, Alan Kohler and James Kirby unpack the numbers and reveal the true damage to Australia’s labour force. The duo also discuss the Commonwealth Bank’s grim forecast for property prices in this week’s episode of The Money Café.
See acast.com/privacy for privacy and opt-out information.Thu, 14 May 2020 - 42min
- 158 - Wall Street Wakes! What to do if you regret accessing early super release? Using an SMSF to buy residential property.
Have markets found the floor, or are we looking at another dip coming down the tracks? James and Alan compare notes on recent history and consider the shaky case for optimism in the future in this week's episode of The Money Cafe.
See acast.com/privacy for privacy and opt-out information.Thu, 07 May 2020 - 39min
- 157 - Weasel words and banking dividends. Could Australia escape a recession? Markets punt on a Crown takeover.
Alan Kohler and James Kirby get stuck into a big week in finance which has been dominated by the banks and more big movements in the oil price. They also look to the US and whether its largest GDP contraction since the GFC is just the beginning of a deep recession.
See acast.com/privacy for privacy and opt-out information.Thu, 30 Apr 2020 - 47min
- 156 - Big oil's bad days. Why unemployment data hides a far uglier reality. Was Virgin flying in the wrong direction from the start?
James is back in the Money Cafe for a meaty discussion of a dramatic week of business news. Crashing oil prices have left some traders scrambling for space in the garage for a few extra barrels, and the RBA has issued an economic update that may have under-stated the depths of Australia's economic dip. For information regarding your data privacy, visit acast.com/privacyThu, 23 Apr 2020 - 44min
- 155 - An overly optimistic IMF outlook? How falling migration could hit the rental market. What’s the damage of a potential second wave?
As March 23 becomes further and further away, Alan Kohler is joined this week by Principal of Minack Advisors, Gerard Minack, to ponder whether we have in fact, seen the bottom. They also question the IMF’s bullish economic outlook and dissect how a potential second wave of COVID-19 might impact Australia socially and economically. For information regarding your data privacy, visit acast.com/privacyThu, 16 Apr 2020 - 34min
- 154 - Battle lines drawn between industry and regulators on crisis management. Are capital raising at bargain prices? The mystery of the $100 notes.
Analysts have started to try and call the bottom, but could we see a bear market rally or just a dead cat bounce? James and Alan discuss the latest market data in this week's episode, along with the true value of PE ratios in the absence of guidance, the dilemma residential landlords find themselves in, and the curious popularity of $100 notes in Australia's circulation. For information regarding your data privacy, visit acast.com/privacyThu, 09 Apr 2020 - 43min
- 153 - Industry super funds' defining moment. And the Jobkeeper package winner is... JM.Keynes! Bargain capital raisings on the way.
In this week’s isolation podcast, Alan Kohler and James Kirby unpack the government’s extraordinary JobKeeper package, the impact it will have on future budget deficits and marvel at technological developments being used while in isolation. For information regarding your data privacy, visit acast.com/privacyThu, 02 Apr 2020 - 45min
- 152 - Which stocks might bounce first? Day of reckoning for the fund management industry. Why you need to be consistent in your approach
In this week's isolation podcast, James and Alan look at where the big money is hovering ahead of the recovery, wonder how fund managers can withstand the market crash, and answer a swag of listener questions. For information regarding your data privacy, visit acast.com/privacyThu, 26 Mar 2020 - 45min
- 151 - After the rate cut: stimulus on steroids. Why you should avoid cashing in super. Can airlines steer through market turbulence.
The Money Cafe has gone remote, so it's now a BYO coffee affair. In this week's episode James and Alan ponder the current state of affairs facing the markets with coronavirus front and centre for investors, look at whether to switch your superfund to cash, and contemplate when the market might begin to show signs of recovery. For information regarding your data privacy, visit acast.com/privacyThu, 19 Mar 2020 - 37min
- 150 - Stimulus struggles for cut through. Will oil stocks ever recover? What to do with my son the wannabe millionaire.
Indiscriminate sell-offs have swept through the ASX, but what companies can be seen as reasonable prospects in a recovery? James and Alan pick through the latest market dramas, and answer a few listener questions. For information regarding your data privacy, visit acast.com/privacyThu, 12 Mar 2020 - 26min
- 149 - Markets crisis special edition. Everything you want to know about the shares rout and what it might mean.
Emergency edition! James and Alan sit down for an extra coffee to discuss a dramatic few days on the market, and what could come next for the nation's toilet paper stockpiles. For information regarding your data privacy, visit acast.com/privacyTue, 10 Mar 2020 - 32min
- 148 - Boom or bust – the dilemma ahead for sharemarket investors. We name the stocks that have defied the correction. Golden opportunities. The bidet bonanza.
Alan Kohler and James Kirby catch up in the chaos of this week to make sense of the market correction and whether it is a buying opportunity. They also question the toilet paper hysteria and look at the appeal of buying gold ETFs, plus much more. For information regarding your data privacy, visit acast.com/privacyThu, 05 Mar 2020 - 32min
- 147 - Are we talking a global recession now? Rio confirms it – mining dividends are for real, Crown casinos looking cheap
After a turbulent week in global markets, Alan and James discuss how deep and how long this coronavirus hit will last and question whether a global recession is now inevitable. They also discuss the feasibility of using the big three miners as income stocks, plus much more. For information regarding your data privacy, visit acast.com/privacyThu, 27 Feb 2020 - 29min
- 146 - Why the coronavirus is good for markets. Australia's wave of wage scandals. What's behind the local software sell-offs?
After a brief dip, the ASX has resumed its soar towards blue skies despite global fears over the impacts of coronavirus. Could the disease actually be a good thing for markets? Alan and James discuss this, along with a disappointing start to earnings season and the latest spate of wage scandals on The Money Cafe this week. For information regarding your data privacy, visit acast.com/privacyThu, 20 Feb 2020 - 30min
- 145 - Blind bullishness takes hold on ASX. AMP’s infuriating bonus bump. Sayonara to the Calombaris empire
After a revealing week of reporting season, Alan Kohler and James Kirby catch up on The Money Café to discuss the fallout from AMP’s dividend cut, CSL’s continued dream run and CommBank’s surprising profit results. For information regarding your data privacy, visit acast.com/privacyThu, 13 Feb 2020 - 35min
- 144 - The stocks that will swing markets this earnings season. Why are investors flocking to gold? Tesla shocks the shorts.
What does it mean when markets are forging on while analysts predict a serious coronavirus shock? Alan thinks this is a sign of perverse markets, and James has an eye on the stocks that will determine the fate of many investors this earnings season. For information regarding your data privacy, visit acast.com/privacyThu, 06 Feb 2020 - 33min
- 143 - Can markets contain coronavirus panic? Australia: home of the world's dearest exchange. Three takeover targets to watch.
James and Alan reconvene the Money Cafe for another year with coronavirus fears swirling in the air. Will an epidemic force a recession in China and a broader market plunge? Analyst models have painted a pessimistic picture of the year ahead for Australian investors, but Alan isn't sure how much that really matters. And, of course, listeners have their say with some loquacious submissions. For information regarding your data privacy, visit acast.com/privacyThu, 30 Jan 2020 - 29min
- 142 - 2019's fliers and flops. At last, some super data. What's more likely: inflation rise or asteroid strike?
The Money Cafe wraps up a big year in business by reflecting on the wins and dramatic failures, and trying to get through as many listener questions as possible. Many thanks to all of you who listened and wrote in this year, and best wishes for a happy and healthy holiday period. We will resume transmission at the end of January. For information regarding your data privacy, visit acast.com/privacyThu, 12 Dec 2019 - 37min
- 141 - Rate cuts coming to an end? Japan stops the shorts. Australia's property recovery: nuts or nice?
After a week where markets fell out of bed, what will a fresh decade bring? James and Alan discuss rates, houses, markets and more in this episode of The Money Cafe. For information regarding your data privacy, visit acast.com/privacyThu, 05 Dec 2019 - 35min
- 140 - Westpac's unforgivable indifference. What's to celebrate in a new ASX record? High drama at Harvey Norman AGM.
It's been a week of highlights for the ASX and lowlights for Westpac. James and Alan chew over the fallout from the major bank scandal in this week's Money Cafe, as well as Gerry Harvey's fierce performance at the Harvey Norman AGM, the impact of recent RBA speeches, and the outlook for gold. For information regarding your data privacy, visit acast.com/privacyThu, 28 Nov 2019 - 35min
- 139 - What's the value of a charismatic CEO? Household debt stress a GFC throwback. How to jump into small caps, safely
James and Alan have packed up the Money Cafe and taken it to Sydney for their first live podcast! In this episode they discuss the tug between stimulus and surplus, whether boomers will have to work forever, the long-term outlook for rates and the murky merits of a charismatic CEO.Thu, 21 Nov 2019 - 47min
- 138 - Does Afterpay deserve a tick or a kick? Australia's unhappy financial marriages. Could a bear market be good news for battling fund managers?
With a new boss at the big Australian, James and Alan begin their conversation in the Money Cafe this week by weighing up the merits of internal promotion in large companies. They also ponder Afterpay's change in fortune, the latest in Chinese interest in Australian property, and the country's financial mansplainers.Thu, 14 Nov 2019 - 36min
- 137 - The Money Cafe hits a million downloads! Are Australian banks stuffed? Why you shouldn't - ever - take investing advice from your tax agent.
It's drinks all round at the Money Cafe this week as James and Alan toast a million downloads, wonder about the long-term outlook for Australian banks, not the inconsistency between what the RBA and the government is saying about the economy, and stress the difference between a tax agent and a financial adviser.Thu, 07 Nov 2019 - 35min
- 136 - Why punters are being steered away from the track. What hope for the next crop of advisers? The winners and losers among Australia's richest.
The Australian's John Stensholt joins Alan in The Money Cafe for a spring update on the list of the nation's wealthiest, as well as a look at the state of horse racing, and a grab bag of listener questions.Thu, 31 Oct 2019 - 32min
- 135 - Standing up for shorts.The incredible shrinking AMP. The hard to believe housing rebound.
James and Alan begin this week's Money Cafe with a little remeniscing about the Black Thursday crash, before moving on to discuss the state AMP, shorters, and a local housing market in remarkably rude health.Thu, 24 Oct 2019 - 32min
- 134 - Introducing: On the Fence, a new property podcast from The Australian
The Australian's economic editor Adam Creighton drops into The Money Cafe feed to introduce a new podcast about Australia's property obsession. To hear more, search for On the Fence in your podcast app. With prices in major capital cities racing away again, rentvesting is now returning as an alternative for those struggling to afford high prices. In this episode we look at the property market through the eyes of some very savvy investors, one a property mogul and the other a share market whiz. If you took the emotion out of property and looked at it from a rational financial perspective, would you buy or rent and invest? Host: Adam Creighton, Economics Editor of The Australian Guests: Margaret Lomas, Destiny Financial Steve Johnson: Forager Funds ManagementWed, 23 Oct 2019 - 41min
- 133 - Why the IMF and its global growth forecasts are way off. A stake through the heart of financial adviser commissions. What links a revolving door, a pokies king and an asthma device?Thu, 17 Oct 2019 - 35min
- 132 - How to get a bite of the alternative meat craze. The WeWork killer sets his sights on Afterpay. Is paranoia the best reason to keep your money in a bank today?Thu, 10 Oct 2019 - 30min
- 131 - How low will rates go? Why bond funds are making big money. What share market sectors still offer value? Why you need to make 20% more salary in Sydney
James Kirby is joined by Evan Lucas in this week's episode of The Money Café, where the duo discuss what the catalyst might be to bring rates back up, how to adjust for a low yielding environment, property trusts, and churn through a number of listener questions.Thu, 03 Oct 2019 - 39min
- 130 - Bulls and bears alike are conflicted on Trump. Is the WeWork flop a sign of the top? Re-writing old wisdom on cash and retirement.
Brexit strife and impeachment speculation abounds but markets don't seem particularly fussed. But what impact could a Trump departure have for American investors? Alan and James ponder this in this week's episode of The Money Cafe, along with how negative gearing has played a role in shoddy residential developments, and the troubled WeWork IPO. Also addressed: a swag of listener feedback about last week's CGT-gate controversy!Thu, 26 Sep 2019 - 47min
- 129 - Digging in on virtue signalling. Huh! Why US interest rates jumped. Does audit insurance pass the sniff test?
In this week's Money Cafe, James and Alan dive into the heated debate of corporate leaders taking social stances, explain America's sudden rate spike, and lay out the potential capital gains tax implications of a takeover deal for shareholders.Wed, 18 Sep 2019 - 35min
- 128 - Should the tax office be regulating SMSFs? David Teoh's photo opp. What to do with $10 million?
This week on The Money Café, Alan Kohler and James Kirby look into why the ATO is meddling with SMSFs, debate whether an accountant or financial adviser is better equipped to manage your money, and dive into why apartment approvals are down 40 per cent.Thu, 12 Sep 2019 - 32min
- 127 - What kind of investing world are we living in? Auction clearance rate warning. Watch sterling bounce as Boris get pounded.
With conflicting signals and tensions frayed, the first order of business for James and Alan this week is figuring out just what world we're living in. With that covered, they move onto auction clearance rates, Gerry Harvey, and some firm rebuttals from listeners.Thu, 05 Sep 2019 - 38min
- 126 - The ASX's best performing stock you can't name. Why bond ETFs are outperforming bonds. Time to look at 'real assets'...but what are they ?
What does the endgame of a global trade war look like? James and Alan tackle the questions driving anxiety around the globe in this episode of The Money Cafe, along with the resilient Afterpay, and the latest outrageous play from Boris Johnson.Thu, 29 Aug 2019 - 37min
- 125 - German bond bust hints at a bubble. Trump's Greenland gambit. Is it time to size up bear ETFs?
Negativity looms large once again in the Money Cafe, thanks to fresh news from the German bond market? Are we all totally rooted? Alan thinks so, James is more circumspect. Also discussed: the Donald's latest power play, discounted LICs and bear ETFs.Thu, 22 Aug 2019 - 38min
- 124 - Will negative interest rates bring on a crash? How to hedge. Is this the end of the Hong Kong market?Thu, 15 Aug 2019 - 33min
- 123 - A negative outlook on interest rates. Chinese pigs and the US trade war. The pitfalls of interstate property.Thu, 08 Aug 2019 - 38min
- 122 - How Australia's top financial adviser is positioning her clients. What to know before buying gold bullion. How much super is enough?
Today Alan Kohler is joined by Sue Dahn, who topped The Australian's list of Australia's top 50 financial advisers, to discuss how and why the financial industry is changing, why the Fed cut left some people disappointed, how long will the good times last, as well as answer a number of listener questions.Thu, 01 Aug 2019 - 42min
- 121 - Will Apple take control of Tesla? The ASX's healthy high. Tips for generation z investors.
Steve Sammartino, author and futurist, joins Alan Kohler in this week's episode of The Money Café to discuss Facebook, Tesla, Apple, the ASX and its new high, as well as answer a number of listener questions.Thu, 25 Jul 2019 - 31min
- 120 - Is APRA short staffed? How advisers react to lower rates. Is AMP a target of private equity?
This week on The Money Café, Dr Doug Turek, Managing Director and Principal Adviser of Professional Wealth joins Alan Kohler to discuss Graeme Samuel's review into APRA, whether the RBA has overstepped its mark, and answer a sizeable amount of listener questions.Thu, 18 Jul 2019 - 43min
- 119 - Afterpay's uptown support. RM Williams: ethical, iconic, overpriced? It's as tax reduction not a tax deduction.
With rate cuts looming and housing affordability looking strong, cash is on everyone's mind in this episode of The Money Cafe? Aside from many reader questions on where to spend it, Alan and James discuss Afterpay, the question to ask your super fund, and why the economy is looking good for investors.Thu, 11 Jul 2019 - 34min
- 118 - What the hell is deeming and why does it matter? Australian trade can forge ahead despite foreign tensions Yes...it's time to buy a house
Alan is back with James in the Money Cafe this week, and ready to thaw out by figuring out the finer details of deeming, what he learned about Brexit, and explain why he'd be putting his cash in housing.Thu, 04 Jul 2019 - 30min
- 117 - Could rate cuts force some rash cash withdrawals? The point at which a lower dollar will hurt. The questions to ask before hiring a mortgage broker.Thu, 27 Jun 2019 - 45min
- 116 - Wealth advice for millennials. Are 'education bonds' for real? Why a finance adviser might turn you away.Thu, 20 Jun 2019 - 36min
- 115 - Your insurance in super may be in jeopardy. How much is enough to start a SMSF? AMP... what to do?
This week on The Money Cafe, James is joined by financial adviser Bruce Brammall to discuss the urgent matter of super insurance, the tricky matter of picking the right financial advice, and a series of tricky listener questions.Thu, 13 Jun 2019 - 37min
- 114 - What to do if you've got $250,000. A realistic timeline for a property recovery. Tactical tilts from Will HamiltonThu, 06 Jun 2019 - 29min
- 113 - How many interest rate cuts did you say? Huawei and the new economic cold war. How to buy Baidu
This week on The Money Café, James Kirby and Alan Kohler discuss the future direction of the RBA, whether Melbourne is becoming the finance capital of Australia, the new economic Cold War, and much, much more.Thu, 30 May 2019 - 35min
- 112 - Hurry up with the tax cuts says RBA. Tesla's silly valuation. How much did Clive Palmer invest in each vote?
What's left to talk about after Labor's policy platform evaporated? James and Alan turn their minds to the wake of the federal election, the prospect of taxing retirees, the Huawei ban and Tesla's valuation.Thu, 23 May 2019 - 27min
- 111 - How the first home buyer scheme works. Has the Uber float changed course? Making money from fake meat
One the precipice of the Federal Election, James and Alan discuss the last minute first home buyers scheme, the certainty around a coming rate cut, Uber's bumpy ride and much more in this episode of The Money CafeThu, 16 May 2019 - 31min
- 110 - It's Sims, not TPG, that's gambling. Why the RBA doesn't matter. Can you time the market?
A blocked merger, a rate hold, and a broken deal dominate this week's agenda on The Money Cafe, although Alan also finds some time for a chat about snooker. Also discussed: the value of GDP, Egyptian investing, and a story with real bite.Thu, 09 May 2019 - 42min
- 109 - Are unicorns enjoying the last of the bull run? Why the RBA has lost its power. Will Wall St light a fuse on the ASX? Crazy coffee prices and It's time to audit the auditors
This week on The Money Café, James Kirby and Alan Kohler discuss Beyond Meat and other billion dollar stocks, question whether Scott Morrison is doing deals with Clive Palmer, discuss Wall Street hitting its highest closing on record, answer listener's questions and much more.Thu, 25 Apr 2019 - 35min
- 108 - Has the housing market finally bottomed out? Is super growth slowing down? Westpac goes solar!
This week on The Money Café, James Kirby and Alan Kohler discuss Bill Shorten's changes to superannuation, question whether the property market has finally bottomed out, Westpac's solar play, answer a number of listener questions and more.Thu, 18 Apr 2019 - 31min
- 107 - Why did Wynn walk away from Packer? Hayne's last stand. Electric car dreams.
Lock up your utes! This week on The Money Cafe James and Alan look at the electric talking point of the week, the legal fight over financial advice trailing commissions, the Crown leak, and another big slab of listener questions.Thu, 11 Apr 2019 - 33min
- 106 - Just how reliable are Federal Budget forecasts? The future of oil companies. Will there be an investor rush to beat negative gearing rules?
James and Alan return to their usual digs in Melbourne at the end of a big budget week to discuss what it all meant, and what Ian Narev might be Seeking at his new employer. Also covered: approximately one thousand listener questions.Thu, 04 Apr 2019 - 33min
- 105 - Searching for reality in the 2019 Budget lockupTue, 02 Apr 2019 - 14min
- 104 - Banks playing games with 'responsible lending'. The yield curve and you. Is portfolio rebalancing nonsense?
This week on The Money Cafe, James and Alan wonder about where SMSF investors will turn for funds when the banks turn off the tap, and look towards the federal budget next week. Also: what should we make of an inverted yield curve?Thu, 28 Mar 2019 - 21min
- 103 - RBA doublespeak on the banks? Doing the maths on CGT changes. Why the dollar is going up again.
This week in The Money Café, James Kirby and Alan Kohler discuss the US Federal Reserve's decision that rates will remain on hold and what that might mean for the RBA. There's also a lively chat about responsible lending and falling house prices, and the dynamic duo respond to a number of listener questions.Thu, 21 Mar 2019 - 25min
- 102 - The ten-bagger buy now pay later IPO. Where will the next GFC come from? Is Brexit a danger for global markets?
This week in The Money Café, James Kirby and Alan Kohler discuss the resurgence of coal, the latest Brexit dramas, the triumph of mortgage brokers, bond yields, and answer a number of questions from loyal listeners.Thu, 14 Mar 2019 - 31min
- 101 - Why the market sees two interest rate cuts coming. Is the NAB fraud case an SGC issue? Dividend stripping and ETFs.
This week in The Money Café, James Kirby and Alan Kohler ponder where to next for interest rates, dig into a former NAB senior staffer's lavish lifestyle, debate the industry super fund flex, and power through a big bag of listener questions.Thu, 07 Mar 2019 - 33min
- 100 - Industry funds - the steamroller without brakes. Open banking coming to a phone near you. Coal - the money keeps pouring in.Thu, 28 Feb 2019 - 26min
- 99 - Why shopping centres will be better off without department stores. The week house prices hit consumer wallets. Can Coca Cola do a turnaround?
Eli Greenblat joins James Kirby in The Money Cafe for a big catch-up on retail earnings and trends. Topics discussed: a post department store future for shopping centres, how supermarkets are feeling the housing pinch, Coke, Afterpay and listener anger on Labor's agenda.Fri, 22 Feb 2019 - 28min
- 98 - Home loans credit freeze. No hope for Telstra. Collectables: is it investing or collecting?
This week in The Money Café, James Kirby and Alan Kohler question whether there's still a need for mortgage brokers, wonder whether Andy Penn from Telstra can turn the company around, and ponder a strange listener question...investing in Lego.Thu, 14 Feb 2019 - 29min
- 97 - How much did Hayne actually miss? The RBA changes its story. Negative gearing changes countdown.
This weeks podcast is focused on the wake of the Hayne report recommendations, as James and Alan wonder if a golden opportunity was missed on financial advice, and what the news means for Australia's big banks.Thu, 07 Feb 2019 - 30min
- 96 - Hoping Hayne is as tough as he sounds. Brexit - can this story end anything but badly? TPG's big call.
Alan and James are back for a new year of Money Cafe podcasts, and kick things off with a discussion of the shambolic state of Brexit, what Monday's Royal Commission release could hold, and the key measures we should use when measuring housing affordability. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod.Thu, 31 Jan 2019 - 28min
- 95 - The year ahead - Who to believe? Big guns join the bank bashing, Huawei and TPG
On The Money Café this week, James Kirby and Alan Kohler discuss the big four banks and the fallout from the Banking Royal Commission, Huawei, the outlook for 2019, and burn through a number of listener questions.This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeod.Thu, 13 Dec 2018 - 28min
- 94 - What planet is the RBA on? How bad is the interest-only loan problem? The seven year old on $22m a year.
Big news this week in the Money Cafe, as Alan Kohler discusses his new job title. Other (less significant) news covered: the RBA's stance on the economy, why you can't trust real estate agents on the housing market, interest-only loans, and the children making millions reviewing toys.Thu, 06 Dec 2018 - 33min
- 93 - Is that a Santa rally coming down the chimney? How bad was Ken Henry really? Dave Sharma's second life.
It's been a rough year for Australian investors, but could a Santa rally sweeten things? James and Alan toss up the coal and the presents in this week's Money Cafe, and discuss Ken Henry's performance at the Royal Commission, the state of Afterpay, and Dave Sharma's new gig. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeodThu, 29 Nov 2018 - 34min
- 92 - Minute by minute we lose faith in CBA. Why is Coles worth less now than when Wesfarmer bought it? What's so great about Aldi anyway?Thu, 22 Nov 2018 - 28min
- 91 - Peak Apple? The good oil on lower crude prices. Keating versus Daley - not happy Paul.
There's no shortage of panic around Australia's housing market, so Alan and James try to allay these fears by guessing just how far things could fall this week on The Money Cafe. Also discussed: a labourer drought, how to invest in the uranium boom, and where the next iPhone buyers are hiding.Thu, 15 Nov 2018 - 39min
- 90 - Get out and vote, super funds! Is CSL cheap? Why the US midterms mean zilch for us.
This week on The Money Cafe, James and Alan discuss the impacts of America's midterm elections, some expensive stocks that may have become a bargain, why NAB has broken open the piggy bank to pay its dividends, and a whack of listener questions about franking credits.Thu, 08 Nov 2018 - 34min
- 89 - Are you game to go back into this market? The franking credits controversy
This week in The Money Cafe, James Kirby and Alan Kohler discuss the sharemarket, Kogan, the banks, the franking credits controversy, the US midterm elections and more. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information.Thu, 01 Nov 2018 - 36min
- 88 - Frightening falls give Australia'a rich list a haircut. Would you want a daily update on your wealth? Super funds: bankrolling a mall near you.
This week in The Money Café, Alan Kohler and special guest John Stensholt - Rich Lists Editor at The Australian, chat about the stock market correction, Rich Listers James Packer, Anthony Pratt and the Atlassian duo, and churn through a bunch of listener questions ranging from ETF's to non-bank lenders. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeodThu, 25 Oct 2018 - 39min
- 87 - Is Telstra talking down the price of the NBN ? What is the unemployment rate....really?
Halloween is just around the corner, and markets are looking suitably scary. James and Alan discuss how banks could be to blame for much investor woe this year, Telstra's interest in an NBN sale, unemployment data and much more on this week's episode of The Money Cafe. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeodThu, 18 Oct 2018 - 35min
- 86 - Is that a bell we hear ringing for the top of the market? Bankers' bedside manners. Investing in kids' names.
Markets were flashing red this week as James and Alan sat down to record at The Money Cafe. There was plenty to discuss about where things may be headed, as well as a bumper crop of IPOs, a potential bill for the banking royal commission, and stacks of listener questions. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information. Music during Kyle's preview by Kevin MacLeodThu, 11 Oct 2018 - 36min
- 85 - Bouncing bond yields will push down the dollar. Magellan minus Mr Douglass. Tim Wilson's Royal Commission.
On this week's Money Cafe, James and Alan say goodbye to the banking royal commission and hello to a new world of volatile bond yields. Also discussed: the sense of any potential Myer buyer, Alan's big election focus, and a swathe of super listener questions. This week's podcast was brought to you in partnership with IG, a world leader in online trading, offering you access to over 15,000 global markets. Visit www.ig.com.au for more information.Thu, 04 Oct 2018 - 33min
- 84 - Why the entire ABC board is in trouble. Would you take a loan for your root canal? Why the government will soon be throwing money at you.Thu, 27 Sep 2018 - 28min
- 83 - Who are the likely casualties of a trade war? Are aged care stocks now a no-go area? Behind NABs executive pay reform plan.
James and Alan fly through a packed agenda in this week's episode of The Money Cafe, covering Trump's trade war antics, an aged care debacle, Labor's pitch to female workers, and a mountain of listener questions.Thu, 20 Sep 2018 - 33min
- 82 - The danger of Royal Commission fatigue. What really triggered the GFC? The man monstering Myer.Thu, 13 Sep 2018 - 35min
- 81 - 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.Thu, 06 Sep 2018 - 38min
- 80 - How did you super do this year? Why did TPG give up its ambitions? Trump versus Google: the realityThu, 30 Aug 2018 - 32min
- 79 - 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?Thu, 23 Aug 2018 - 29min
- 78 - 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.Thu, 16 Aug 2018 - 26min
- 77 - Has ASIC been a 'poodle' regulator? Crown finally reveals its pokie numbers. Huh! AGL triples profits and the share price fallsThu, 09 Aug 2018 - 27min
- 76 - The FAANG stocks; Apple goes from strength to strength; and the open question of Telstra’s futureThu, 02 Aug 2018 - 40min
- 75 - 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 painThu, 26 Jul 2018 - 28min
- 74 - ACCC boss Rod Sims gets bolshy, does jobs growth mean higher wages and will the government crack down on industry super funds?Thu, 19 Jul 2018 - 26min
- 73 - 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.Thu, 12 Jul 2018 - 31min
- 72 - Aussie shares are ready to rebound. Has the SMSF sector reached a plateau? The battle to bury trailing commissions.
Why have Australian analysts changed their mind on the market's short term future? Alan and James discuss where mortgages are headed, whether trailing commissions can ever be killed, and how millennials are being wooed by financial institutions.Thu, 05 Jul 2018 - 30min
- 71 - Can online retail finally deliver for investors? The next Aldi eyeing off Australia. Gerry Harvey's secret weapon for a retail fight.
Retail reporter Eli Greenblat joins The Money Cafe this week for a special discussion of department stores, supermarket price wars, online marauders and more. Which companies does he love, and which does he doubt?Thu, 28 Jun 2018 - 27min
- 70 - Why the sharemarket is pushing higher. Telstra’s perfect storm.
Even a huge round of layoffs couldn't save Telstra from investor ire this week, but will Jame and Alan make of the mess that Australia's largest telco finds itself in. Elsewhere, they examine the other telco CEO who makes Andy Penn's problems seem simple by comparison, and the 99 year old back at the helm of the listed company he founded.Thu, 21 Jun 2018 - 27min
- 69 - Should we worry about selling our gas network to Hong Kong? Here come the rate rises. How financial adviser Terry McMaster has made history.
What do you need to do before the end of financial year? James and Alan give you their tips on this week's episode, along with a lengthy discussion of foreign takeovers, where rates are heading (and how investors should respond) and some advice for Australia's kinder hearted financial advisers.Thu, 14 Jun 2018 - 28min
- 68 - Five favourite funds. Why global share markets are moving higher. Stagefright or something worse - online lender Prospa perplexes
Are we living in an age of financial malfeasance or bolstered regulation? James and Alan debate the regulatory landscape, what Ruslan Kogan could have in store, the trajectory of global markets and Alan names his favourite funds on this week's Money Cafe podcast.Thu, 07 Jun 2018 - 35min
- 67 - Why we like Google. Super myth busting. Italy...and you think our coalition has problems.
This week James and Alan pick through the wake of the productivity commission's massive report in Australia's superannuation system, wonder about the prospect of an Italian exit from the Euro and marvel at what private equity can do when they get their hands on an IPOThu, 31 May 2018 - 27min
- 66 - Have we reached 'peak franchising'? Why we lag China on electric cars. Would you pay a financial adviser $2000 a month?
This week in The Money Cafe James and Alan discuss the sad stories that have emerged from the small business sessions at the Royal Commission, wonder about the outcome of Westpac's bank bill swap rate case, point to the warning signs around Australian franchises and mark the birthday of an aging rock star.Thu, 24 May 2018 - 28min
- 65 - The trouble with Telstra. The Tesla big short. The class action gravy train picks up steam.
This week in The Money Cafe, James and Alan pick through the last entrails of the 2018 Federal Budget, puzzle over the future of some of Australia's biggest stocks, and take on another batch of fiery listener questions.Thu, 17 May 2018 - 31min
- 64 - Is it really the time to cut ASIC's budget? The real reason government revenue bounced in the budget. Lonely Planet's long road to irrelevance
As the washup from the 2018 Federal Budget recedes, James and Alan pick through the numbers and wonder about the revenue outlook for Australia, why the government cut ASIC's budget in the middle of a massive financial scandal, and deal with some spicy listener questions.Thu, 10 May 2018 - 32min
- 63 - A budget special from inside the lockupTue, 08 May 2018 - 16min
- 62 - Why bank stocks are rising through a crisis. Tesla automates cash incineration
The fallout from the banking royal commission continues to rain down but the market hasn't been fussed. Bank stocks are rising while public opinion plummets. What's going on? James and Alan discuss what could come next for our nation's biggest financial institutions, and unpack a large parcel of listener questions on this week's episode of The Money Cafe.Thu, 03 May 2018 - 29min
- 61 - Success of the Royal Commission starts to bite the banks. Don't care about US bond yields? You should.Thu, 26 Apr 2018 - 25min
- 60 - Bonus Royal Commission special with Ben ButlerMon, 23 Apr 2018 - 20min
- 59 - The worst days yet at the Royal Commission. Where are the Budget leaks this year? Is the ATO out of control?
On this week's podcast, James and Alan discuss the latest controversies spinning out of the banking Royal Commission, the outlook for Blue Sky, the latest word from the RBA and some clear answers for curly listener questions.Thu, 19 Apr 2018 - 22min
- 58 - The 200,000 download party episode . Can Bluesky survive the shorts? Zuckerberg's bum testimony.Thu, 12 Apr 2018 - 25min
- 57 - The phoney US-China tariff war. Why tech stocks are suddenly on the nose.
If a trade war starts but markets don't panic, did it ever really happen? Alan makes his return to the podcast this week to pick through a manure load of business and finance news, including a fresh coal fight, shorting, and a dramatic downturn for tech stocks.Thu, 05 Apr 2018 - 26min
- 56 - Why did Rio quit coal and is CSL our greatest company?Thu, 29 Mar 2018 - 31min
- 55 - Bank Inquiry Special : The scandals we never knew.
The Financial Services Royal Commission takes centre stage in this week’s Money Café. Ben Butler, Business Reporter for The Australian joins James Kirby, Wealth Editor at The Australian to discuss what the big four banks have been up to. James also goes through a number of listener questions regarding ETFs.Thu, 22 Mar 2018 - 23min
- 54 - What is Bill Shorten really planning for pensioners? Up Next: the US v China IP tariff war. The gym instructor flogging home loans.
The Australian Labor Party has floated a range of economic proposals during their time in opposition, why did this week's franking dividend announcement unleash hell? James and Alan discuss why it was a political mistake, as well as the latest Trump, Myer, and bitcoin news. Listeners also chime in with another round of debate about ETFs.Thu, 15 Mar 2018 - 30min
- 53 - What to expect from Amazon in Australia. Could Trump Kick-off a trader war? (You bet he could). What's wrong at Harvey Norman?
This week's episode is (almost) all about retail, with The Australian's Eli Greenblat filling in for Alan Kohler. He and James run through Amazon, Myer, Harvey Norman and much more as they answer a healthy crop of reader questions.Thu, 08 Mar 2018 - 32min
- 52 - Has the world left Harvey Norman behind? Is the market's 'double top' a bad omen?
Covered in this week's show: the eerie signs of what could lie ahead for the ASX, a wake up call for Harvey Norman, tossing up the concept of a golden era for ag stocks, a signifcant fact check from a listener, and more ETF debate.Thu, 01 Mar 2018 - 29min
- 51 - Immigration and unemployment - a new theory. What wages growth? RBA late to the party on interest only loans
Where do the financial facts lie in the coalition's war of words over immigration? James and Alan discuss this week's round of political ructions, as well as the prospect of wages growth in the future, the RBA dragging its feet on interest only loans, the fight over SMSFs investing in property and BHP's PR battle.Thu, 22 Feb 2018 - 26min
- 50 - Barnaby Joyce's new financial reality. Will Myer Go Broke? Betting on a belter of a bank inquiry.
James and Alan cast their eye over a week of high drama that resulted in Richard Umbers being shown the door and Barnaby Joyce taking leave of parliament. Also discussed: whether ETFs are a waste of time, the banking royal commission and bitcoin.Thu, 15 Feb 2018 - 24min
- 49 - Who's to blame for an ugly week on the ASX? The truth behind Elon Musk's pay packet. Bitcoin's true believers are back in the market
When American markets sneezed on Tuesday, Australia caught a bad cold. So why did some big name stocks get left behind in the rally? James and Alan unpick a gory week for traders, Tesla's penchant for publicity stunts and the outlook for Bitcoin on this week's podcast.Thu, 08 Feb 2018 - 26min
- 48 - Trump, 'little rocket man' and a nervous sharemarket. No time to be buying CBA. Why Facebook bans Bitcoin ads.
Trump rattles the saber, and now a preemptive strike seems possible. But James and Alan think the bigger picture is US-China relationship. This week they also talk about the new head of the CBA, electric cars, and ask why Facebook is banning ads relating to cryptocurrencies.Thu, 01 Feb 2018 - 23min
- 47 - Why the dollar is rising. Why Facebook is fast losing friends. How David Jones signals trouble ahead.
Is there reason to cheer when one of Australia's biggest shorts wins out? James and Alan discuss the washup of the Quintis saga, the outlook for local currencies, pricing Australian retail outlets and much more on this week's episode.Thu, 25 Jan 2018 - 22min
- 46 - How Amazon helped an Australian retailer double in value. Can a bitcoin crash be contained? The common factor in the ASX's biggest winners of 2017.Thu, 18 Jan 2018 - 26min
- 45 - Crystal balls and bags of poo - what’s ahead In 2018 ?Thu, 14 Dec 2017 - 30min
- 44 - Negative signals flash in the bond market. Could hedge funds be loading up for a big bitcoin short? Amazon to disappoint in Australia - Are you kidding?
As bitcoin prices continue to climb, James and Alan wonder what the entrance of shorters into the market could do, and just who would be wild enough to bet against the hottest commodity they've ever seen.Thu, 07 Dec 2017 - 24min
- 43 - Which bank has most to fear in the bank inquiry? Why Bitcoin is never going back to zero.
The sudden arrival of a royal commission into the financial sector and the dramatic rising value of bitcoin dominate this week's proceedings on The Money Cafe. Also covered: negotiating Alan's tricky line on female CFO competence, and two grumpy men casting gloom on property.Thu, 30 Nov 2017 - 23min
- 42 - Why you should always look for a company that has a female CFO. What’s happening with the property market next year. The arrival of Amazon in Australia.
This week James Kirby is speechless when Alan Kohler says women are much better at managing money than men. The pair disagree on Telstra and SMSFs but reunite as they discuss Bitcoin, Malcolm Turnbull’s tax cuts, investing in clean-tech, and ETFs.Thu, 23 Nov 2017 - 34min
- 41 - Bitcoin spivs go marching in. Why Jessica Rudd is a daigou queen. Could Chinese tourists replace coal mines?
When you can't wear bitcoin, what's it alternate use as a store of value? Ideology, says Alan Kohler in this week's Money Cafe. Also discussed: Jessica Rudd's stellar retail success in China, and the wave of Chinese tourists that have yet to reach Australian shores.Thu, 16 Nov 2017 - 25min
- 40 - What we can do about offshore tax avoiders. Capturing the combustion in electric car stocks.Thu, 09 Nov 2017 - 23min
- 39 - But what would Solomon Lew do with Myer? Is Bitcoin becoming respectable? The future of shopping centres.Thu, 02 Nov 2017 - 22min
- 38 - Are China's BATs are flying too high? Why is nobody checking the Crown Casino allegations? Why the ASX may not break 6000 this year.
There's little movement in the station when it comes to the Crown scandal, which is James' primary concern this week, while Alan is a bit wary of the outlook for Australian equities. Also covered: BATs, FANGs, floating notes and other investment structures.Thu, 26 Oct 2017 - 30min
- 37 - Barracking for first home buyers. Making money out of class actions. What will it take to sort out Crown Casino?
More memories of the 1987 crash begin this week's episode. James and Alan also discuss the potential for a big boost to Australia's market, two big scandals at Crown and Rio, and the comeback of the Australian first home buyer.Thu, 19 Oct 2017 - 29min
- 36 - Why AMP packed in stock picking . The alarming under-performance of Aussie banks. Can Trump halt the march of emerging markets?
There's plenty of reminiscing on this week's episode, as Alan and James discuss how they first met, and remember the 87 stock market crash. AMP's passive move, the under performance of large funds, Trump's impact on the developing world, and some fresh research on Chinese property investors are also covered.Thu, 12 Oct 2017 - 33min
- 35 - Can the Future Fund save us? Deckside with Solly Lew on the motor yacht to Monaco. Making money from unregulated energy.
In this week's podcast, James and Alan discuss the recent retail figures and wonder how mortgage stress could be playing a part in the broader economy, discuss the latest in the Solly Lew Myer affair, and the investment potential in Australia's energy sector.Thu, 05 Oct 2017 - 26min
- 34 - Trump - making tax cuts great again. Australia's frightening loan ratio. Is Solomon Lew stupid enough to want to take over Myer?
Taxes in America: going down. Australia's budget deficit: going down. Is this good news for Australia's macroeconomic outlook? James and Alan discuss these big changes in a bumper episode that also covers a scary perspecting on the local housing market, Solomon Lew's aggressive moves on the Myer board, and a number of listener questions.Thu, 28 Sep 2017 - 33min
- 33 - The risky business of blokey super funds. Why banks don't want the wealthy. What's the ACCC really up to with its four pillars review?
On this week's podcast, Alan and James discuss the eventual end of quantitative easing, the ACCC's deeply confusing messages, how gender affects the risk curve for Australian superannuation funds, and answer a bag of listener questions.Thu, 21 Sep 2017 - 23min
- 32 - Was Myer the worst float ever? A big bank calls BS on bitcoin. Why those new iPhones are cheap.
Myer's grim journey since rejoining the ASX took another ill turn this week, so James and Alan ask where it ranks on the all time worst floats in local history. Other big points pondered this week: AGL's political playbook, the new mascot for unpaid super, and China's crack down on bitcoin.Thu, 14 Sep 2017 - 23min
- 31 - Energy crisis - picking the winners from a debacle. What to do when a director starts trading shares in their own company. The secrets the rich want to keep hidden...from miners.
This week, Alan and James go long on Australia's resources sector that's looking like more and more of a debacle as the year goes along. Also covered: the latest GDP data, an attempted crackdown on strident charities, the latest in the CBA class action, and fresh signs of a super market price war.Thu, 07 Sep 2017 - 22min
- 30 - How shareholders will be suing themselves at CBA. Which woman will take the top job at Qantas? The city escaping the property slowdown.
Is it possible for shareholders to sue their own company and come out ahead? James Kirby and Alan Kohler puzzle out this and other conundrums like Qantas' outlook, the prospect of further growth in Australia's housing market, and the dismal state of the men's cricket team in this week's episode of The Money Cafe.Thu, 31 Aug 2017 - 24min
- 29 - Should Grant King stand down at Business Council of Australia ? BHP's hopeless dividend ploy. Why Australian ETFs are looking like a very bad bet .
James Kirby and Alan Kohler pull apart a big week of earnings in Australian business, taking a close look at BHP's dividend play as well as board moves at the Big Australian. The pair also take a look at whether ETFs are such a good bet.Thu, 24 Aug 2017 - 23min
- 28 - Trump’s corporate friends are jumping out of Airforce One. Remembering the horror of the GFC. Why Dominos CEO over promised and under delivered.
Alan Kohler and James Kirby remember the horror of the global financial crisis 10 years on and discuss the recovery of the market since 2007. The reunited pair talk about trouble at CBA and if it's cost their position as kingpin.Thu, 17 Aug 2017 - 20min
- 27 - Why CBA's Ian Narev will survive. The biggest bill looming for CBA. Rio's robots ready to roll.
James Kirby chats with The Australian's business columnist John Durie on why Ian Narev will survive at CBA . In Alan Kohler's absence they talk about ASIC's dislike for the banks and the outlook ahead for corporate Australia.Thu, 10 Aug 2017 - 24min
- 26 - Tesla test drive. Bitcoin Cash could leave Bitcoin behind. Uber for jets - why you'll never fly economy again.Thu, 03 Aug 2017 - 24min
- 25 - Media hysteria over reserve bank hints. Waiting for a property market correction. Could dogs guard retail landlords from online raiders?
Property reporter Elizabeth Redman steps into the Money Cafe for an extensive chat on the state of Australia's housing market, while Alan provides a poetic tribute to the absent James Kirby, and some thoughts on inflation and monetary policy.Thu, 27 Jul 2017 - 24min
- 24 - Myer's reeling before Amazon can even land a punch. How boring do you have to be to be a reserve banker?Thu, 20 Jul 2017 - 24min
- 23 - Is the formula broken for milk stocks? The wackiest thing you'll hear this year on renewables. Why family trusts could fill the super gap.
This week on the Money Cafe agenda: could a massive boost in ETF activity lift volatily? No end in sight for turmoil over infant formula. The real reason Elon's bringing the world's biggest battery to South Australia. Why Craig Kelly got it wrong on renewables.Thu, 13 Jul 2017 - 24min
- 22 - The ATO gives up on Google and hunts mum and dad instead. Fairfax bidders flee. Will your next house be built by a robo-bricklayer?Thu, 06 Jul 2017 - 30min
- 21 - Did your pension fund miss the market bounce this year? How the Dick Smith mob hit the rocks at Slater and Gordon. Has Australia Post's first female CEO been short changed?
When fund managers aren't crowing after a solid year on markets, should we start to worry that they've missed an opportunity? Also: making sense of Alex Malley's crash to earth, Christine Holgate's pay, the scandalous state of Australia's retirement community, and what could be next for beleaguered law firm Slater & Gordon.Thu, 29 Jun 2017 - 23min
- 20 - Super changes - what you absolutely must know. Coke's expensive sugar habit. Is there hope amid the retail recession?
Retail writer Eli Greenblat sits in this week for a discussion of the state of the retail sector, who will be hit hardest by Amazon's expansion, and what Australians need to know before the superannuation reforms come in on July 1.Thu, 22 Jun 2017 - 22min
- 19 - Superannuation gets its first new idea in decades. Property owners put on notice. Can anyone make money from UBER ?Thu, 15 Jun 2017 - 29min
- 18 - Was that GDP figure good or bad? Bunnings backs its sausages against Amazon's raids. Why is Resources Minister Canavan so keen to back Adani?
In this week's episode, James and Alan get to the bottom of what a first homebuyer grant really achieves, give an update on the Altair debacle, and try to unpick the contradictions of where Australia's renewable energy landscape.Thu, 08 Jun 2017 - 22min
- 17 - Slowing house prices, Telstra's sunny side up, and the fund manager who gave his money back and got sued by his mumThu, 01 Jun 2017 - 24min
- 16 - I want my tax to be tax deductible!
Is the Fairfax bidding war real? Do we pay ATO employees enough? And is Trump's first budget ludicrous? In this week's episode of The Money Cafe, James Kirby and Alan Kohler try to separate the real facts from the fake news.Thu, 25 May 2017 - 23min
- 15 - The ATO's spectacular scandal, the power play inside Fairfax's takeover, and can markets survive Trump?Thu, 18 May 2017 - 23min
- 14 - Budget 2017: what really happened? Banks, and Australia's biggest property rortThu, 11 May 2017 - 24min
- 13 - Good debt, bad debt, a budget that's abandoned housing, and a tragic week for FairfaxThu, 04 May 2017 - 22min
- 12 - Budget tips, housing, and - gasp! - could Nine drop cricket?
As the federal budget draws near, Alan Kohler and James Kirby suggest what should and what will be included, before wondering how long Nine will be willing to hang on to its expensive cricket programming.Wed, 26 Apr 2017 - 19min
- 11 - Iron ore - the most important guessing game in Australia
When every five dollars added to the iron ore spot price translates roughly to an extra billion dollars in Australia's budget, the future trajectory of the resource becomes vital. So where to next? Don't ask Treasury, they just work with assumptions, not projections.Thu, 20 Apr 2017 - 20min
- 10 - Housing tax breaks, Trump and video games
What's the most efficient way to ease the pressure on Australia's groaning property market? James and Alan tackle this, and the other urgent issues in the business sector (like the growing trend of professional video game vloggers) in this week's episode of The Money Cafe.Thu, 13 Apr 2017 - 23min
- 9 - It's time to rethink where Australians invest their inheritancesThu, 06 Apr 2017 - 21min
- 8 - Billionaire Solomon Lew, Myer, and the big short that blew upThu, 30 Mar 2017 - 19min
- 7 - Gas, solar, hydro and batteries - the big arguments around Australian powerThu, 16 Mar 2017 - 21min
- 6 - Too much oil, too few houses, and a few rogue bankersThu, 09 Mar 2017 - 20min
- 5 - The housing data no one believes, and a seagull crashes Alan's big eventThu, 02 Mar 2017 - 19min
- 4 - BHP suddenly finds $11b in savings, and nib puts Medibank to shameWed, 22 Feb 2017 - 17min
- 3 - Bad pizza, Seven's crash and a lump of coalThu, 16 Feb 2017 - 22min
- 2 - The gulf between Fahour's millions, the RBA's rate moves, and the real worldThu, 09 Feb 2017 - 22min
- 1 - The big bully in charge of world markets
Does history hold any hints as to what the business world can expect from President Trump? James Kirby and Alan Kohler discuss the Donald, the Fed, and the end of free trade in the first episode of The Money Cafe.Thu, 02 Feb 2017 - 19min
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