Motley Fool Money

– Inflation rises… again

– What if house prices keep falling?

– Anthropic’s $2t IPO

– Star cops an existential(?) fine

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– 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?

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– NextDC share price craters

– Thinking about value in an uncertain world

– What NAB’s layoffs mean for investors

– AI and the innovator’s dilemma

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– What happens to lenders mortgage insurance in a downturn?

– Do bonds belong in my portfolio?

– What can I draw down before retirement?

– How should I own shares for my young kids?

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– A post mortem (of sorts) on Firmus

– … and Glencore lists here

– The value of the value chain

– 23/5 trading is coming… to the ASX?

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– Is investing in ETFs inside Super enough?

– What are the pros and cons of Kogan’s incentive scheme?

– What to do if you’re sure there’s a crash coming?

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– Consumer confidence is falling

– Greens on groceries

– Sunrice gets a bailout

– DJs loses brands and Coles might use robots

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– We either have a free market or we don’t!

– Why would a stock-picker buy an ETF?

– House price falls miss the bigger picture

– How can we stop punishing young professionals with kids?

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– Even former RBA governors are calling for government to act

– The end of card surcharges

– Private credit’s moment of truth

– Dividends are back in vogue

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– Why do US oil prices rise when they’re self-sufficient? 

– Why do we fall for politicians’ fake solutions on housing? 

– Where’s the inflation/immigration sweet spot? 

– I didn’t beat the S&P500. Should I give up? 

– How does Victoria get out of fiscal trouble? 

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– Should we neuter the AI arms race? 

– Warren Buffett steps down 

– Soul Patts is 20% in cash 

– Myer’s profits down 30% 

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– Should overtime be tax-free? 

– What if we restricted negative gearing to younger people? 

– What business and management intangibles do you look for? 

– What can I give a 17-year old to read to get him started on investing? 

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– The Fed hikes rates… why does it matter? 

– Why do our banks raise rates? 

– The data behind why house prices can’t keep climbing faster than wages 

– It’s time for regulatory sunsets 

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– What do I do after the Coldcard exploit?

– Berkshire Hathaway or an ETF?

– What other podcasts do you listen to?

– What are your other favourite quotes?

– Time is unknowable. Invest anyway.

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– AI replacing investors

– AI agility versus security

– ‘And then what?’

– The investing takeaway from higher bond yields

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– Don’t we already have a sovereign wealth fund?

– Give the RBA another lever?

– Should I keep adding to Super?

– Are LICs on the way back?

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– GDP weak… but also too hot?

– Productivity stalls

– Uber lays off 10% of its workforce

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– What does a recession actually look like?

– When do you tell your kid everything about your finances?

– Why doesn’t Norway’s SWF invest at home?

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– Lessons from Nvidia’s blow-out quarter

– Bitcoin on a tear… again

– Bathla collapses… now what?

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– Why am I getting smashed on my house price?

– Don’t miss the glimmers of light

– Inflation is why I don’t save

– An opportunity in small caps?

– 22 and the world at his feet!

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– It’s Vanguard Index Chart day!

– Super for housing… here we go again

– We now have a trillion dollars in debt

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– How do we fix our political quagmire?

– Are house prices really just a function of desire and competition?

– Why aren’t we talking about AI more?

– Where am I wrong on housing?

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– Another day, another bailout

– Mortgage applications are falling… now what?

– Can you defend a sky-high P/E?

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– Will Satoshi ever emerge?

– Public service savings aren’t easy, especially in health

– Should I hedge US investments because of possible US devaluation?

– What about Australian ETFs, and international investing inside Super?

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– 5 year anniversary of Strawman

– 40 year mortgage rear their ugly heads

– The ASX’s ‘Steven Bradbury’ moment

– A Bitcoin warning

– The rise of AI continues

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– What if I just want to preserve my purchasing power?

– Should losses be indexed for CGT purposes?

– What about staging CGT discounts over time?

– How do I avoid losing money to bad governance?

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– Inflation, rates, and the future

– Property is… falling?

– US Bond yields at 19-year high 

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– What to do with my massive Nvidia holding?

– Where is the public track record?

– Is AI a risk to bitcoin?

– How much is ‘enough’ for a 25-year old?

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We know how companies make money - they keep their costs lower than their revenues. But that doesn’t mean shareholders necessarily get wealthier.

Scott and Andrew chat about the different ways companies can create wealth for shareholders, including reinvestment, acquisitions, dividends and buybacks.

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– What’s the difference between a sovereign wealth fund and nationalisation?

– Are market recovery periods getting shorter?

– What’s the right approach for investing in retirement?

– What happens if ETFs become larger shareholders in listed companies?

– What questions would you answer before investing?

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What if there was a way to reduce the cost of administration, and the friction of changing jobs? But what if it led to worse outcomes? That’s the quandary the boys are throwing around in this episode on the merits of a Universal Basic Income.

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– Are ETF investors being scammed into buying AI stocks

– What about the minimum wage?

– Housing security or financial security?

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We talk a lot about what investors should do. But what ‘not’ to do is potentially more important.

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– The pollies aren’t as bad as you say!

– Where is the American tipping point?

– How can ‘grandfathering’ be fair?

– Is more CGT on shares really helping housing affordability?

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A listener, Geneveive, wonders how economic thinking could inform public policy decisions. Scott and Andrew give their thoughts.

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– What metrics should government use?

– Shouldn’t we criticise a broken promise?

– Can we have a campfire rant?

– Is there enough upside to invest, rather than paying the mortgage?

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– Inflation is… stuck

– Will house prices fall?

– When are founder-CEOs no longer needed?

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– Does borrowing on shares close the gap to leveraged property? 

– Should we take away pollies’ perks if they break promises? 

– Does the tax system disincentivise skilled immigration? 

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– Is a Trillionaire really a bad person?

– The end of hostilities in Iran… we hope

– A tipping point for retail in Australia?

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– How should Australia’s Sovereign Wealth Fund invest? 

– Should public transport be ‘free’? 

– How should we evaluate debt levels of different companies? 

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– SpaceX ready for launch

– Job cuts: AI, Southern Cross and Woolies

– Can AI bring us one-hour workweeks?

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– Is the PEG Ratio valid? 

– What do I do when management breaks my investment thesis? 

– Please stop saying we can’t make a difference on national security 

– Can we stop the intergenerational hate? 

– Is the US being run by a ham sandwich? 

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– GDP growth slows

– Why the RBA got what it wanted… and others aren’t happy

– The status quo effect needs to be challenged

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– Is the NASDAQ diversified enough? Are the FAANG stocks? 

– Give us some optimism 

– How can we have a sovereign wealth fund if we’re in debt? 

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– EVs and innovation 

– (Yet another) reason not to try to time the market 

– The compound power of combination 

– Why ‘adoption’ wins 

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– The Motley Fool Money drinking game? 

– Did you make a mistake on CSL? 

– Am I being ‘tricked’ by VDHG? 

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– Angus Taylor’s Budget reply 

– Pushback on NG and CGT 

– The real issue with housing affordability 

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– How do I think about moving from accumulation to income?

– How do you manage ‘legacy’ positions?

– Quarks, physicists and engineers

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It was a big Budget, with changes to trusts, negative gearing and capital gains tax… and let’s not forget the bigger picture!

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– What about AFIC’s DSSP?

– Should I buy an ETF and go fishing?

– CGT changes need averaging?

– Is SpaceX the next Amazon?

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– The Met Gala and the curse of arrogance

– Rates up as inflation bites

– Wisetech’s AI ‘miracle’

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– What’s wrong with a gas reservation system?

– Is this AI financial armageddon?

– Are NASDAQ’s listing rules hurting Super funds?

– Aren’t workers losing when tax comes out of CPI-linked wage rises?

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– What? Episode 1,000?!?!

– A very special announcement

– Inflation, living standards and the missed opportunity

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– Real time reaction on Cochlear

– Some real talk on oil and gas royalties?

– Is it time to invest internationally outside the US?

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– The next Star Wars?

– What’s going on with Berkshire?

– The role of bonds and how they’re priced

– Where innovation makes things worse

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– Bezos on AI

– Are share purchase plans red flags?

– Does low liquidity make small caps less efficiently priced?

– Are we getting manufacturing and services confused?

– What about small-cap ETFs?

– You called your dog… Diesel???

–  What about using fuel excise in place of interest rates?

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– Market back at pre-war highs

– The risk and opportunity of ‘sentiment’

– Qantas and Virgin raising fares and cutting flights

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– How do we save households from rate rises on the back of higher oil prices?

– Should I sell an investment property in the face of rising AI?

– Should the RBA use Super contributions or tax rates to manage the economy?

– Did you read Matt Canavan wrong?

– Even this free-marketeer is considering protectionism

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– Looking for value… in growth

– Of stonks and meme stocks

– Ceasefire in Iran… sort of

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– I’m 12… and have never listened, but have a question

– Inheritance taxes are bad - maybe we should use defence land?

– Give me a reason for optimism

– What’s going on with my ASX-listed US ETFs?

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– The PM addresses the nation

– Fuel subsidies that are worse than they seem

– The ‘free market has failed us’ really hasn’t

– $1 billion in loans for struggling small business

– RBA bans card surcharges

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This week, Scott talks to Motley Fool analyst Vincent Wales, about Uranium miner Boss Energy (ASX:BOE).

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– Where to go for good, unconflicted advice?

– What to do with businesses whose share prices have tanked?

– What moats are defensible in an AI world?

– What about Credit Corp?

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– Inflation falls… for now.

– Why a 25% tax on oil revenues is bad

– Another day (yet) another expensive bailout

– Has the time for Budget reform passed?

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– What’s Buffett’s take on crypto?

– My son’s first purchases are down… help!

– Some critiques of sound money examples

– Are financial planners going to be victims of AI?

– Bitcoin-collateralised peer-to-peer lending?

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– Interest rates up… on a split decision.

– Dare we hope for a Budget surplus?

– Oil prices rise… and ripple through the economy

– The US SEC might cut reporting requirements

– The end of the Metaverse

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This week, Scott talks to Motley Fool Director of Research, Ryan Newman, about medical device maker, ResMed (ASX:RMD).

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– Should I buy big positions up-front and fix diversification over time?

– Should I sell my LIC?

– Bonds vs. cash?

– Should I invest in property for my kids?

– Fixing the Budget and productivity?

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– Oil and volatility. Shortages and stockpiles

– Atlassian cuts 1600 jobs

– Allegra Spender’s great contribution on tax

– How can a fertiliser plant be sold for $1?

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– The pros and cons of an interest only mortgage?

– How do I think about international investing in the face of a higher dollar?

– What happens to my mortgage in a sound money system?

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– Responding to the SaaSpocalypse

– Surprisingly good GDP numbers

– The risks of a higher oil price… and the costs

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– Inflation from government deficits or home loans?

– A case against a Big Australia?

– How do I track the fundamental thesis when prices are volatile?

– How to put a lump sum to work in the market

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– Inflation still way too high

– Bouquets for earnings season

– Is WiseTech a view of the future?

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– How can I make sure I’m not buying more shares because of ego?  

– Why have Gold and Bitcoin diverged?

– How do I respond to the AI threat with ETFs?

– More on mean reversion, please?

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– Is the opportunity window for investors closing?

– A new Opposition… time for new policies?

– Where mining goes, goes the market

– Resources jump… and slump

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– What is the ‘debasement trade’? 

– Is there too much money chasing too few assets?

– When is remuneration too high?

– Have you changed your mind on the global order?

– A history correction for the Strawman

– Convince me rates won’t rise a lot

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– Are we about to see a change in CGT?

– It’s expectations season

– PR-by-ASX-announcement?

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– What about competition in a portfolio?

– How can I keep my winners, but also rebalance my portfolio?

– Why aren’t people borrowing against their homes to invest?

– Use your real names, please!

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– Rates up… no surprise.

– Gold’s plunge

– I am the Kiss of Death

– Selling off the family silver

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– In which phase of the market cycle does the Small Cap sector generally get the love?

– Is it time to get defensive?

– Should I hold Bitcoin directly or through an ETF

– Does mean reversion apply to small caps and AI?

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– Inflation surges

– Gold soars, Australian dollar soars. And the US dollar is sinking.

– An “employment ice age is coming”, according to some.

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– Ethical investing and the sleep-at-night test

– Notes from a loyal listener

– What on earth should we make of Japan?

– What about doubling the GST and paying it back as a dividend?

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– Where is confession season?

– Valuations are high, but many have fallen?

– Is it our turn to try tariffs?

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This week, Scott talks to Motley Fool analyst Mitchell Lawler about oil and gas giant, Woodside (ASX:WDS)

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– Shouldn’t we ask more questions at company AGMs?

– How do I put Bitcoin into an SMSF?

– What do I do with a lump sum before I buy?

– Should I sell my AFIC shares?

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Okay, no-one was surprised we didn’t get through all of what there was to say about Sound Money last week… so here’s the final instalment!

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– Here’s why I didn’t buy more Bitcoin

– I’m scared of losing my seed phrase!

– What to do with employee shares?

– How did Strawman come about

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The boys take a short trip through the history of money, explaining why ‘sound money’ was the basis of commerce, until it was corrupted, and why we now have a completely arbitrary financial system, plus highlighting a competing financial theory.

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– My neo-fund doesn’t look after me

– Can I trust a CEO I don’t agree with?

– Sure… but are you beating the market?

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The journey of a thousand miles starts with a single step. Not necessarily a ‘resolution’, but just an effort to go in the right direction.

Oh, and the boys make a lot of reckless predictions for 2026!

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– What do our playlists say about us?

– What’s the difference between investing and trading?

– “Buy [X] and go fishing”… an ETF, or Berkshire?

– What’s the best way to own Bitcoin?

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It’s that time of year… things are moving a little slower, and we turn our minds to a little reflection. No, not a typical ‘year in review’, but the things that stood out to us from a crazy 2025.

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– Has there been a book written about Soul Patts?

– What about the yield from a geared ETF?

– What would you do with seven figures?

– What about private credit

– Do you sell when trust is gone?

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– Bullock backs a broader GST / spending restraint

– More spending on EVs and batteries?

– The downside of monopolies

– Woolies and Coles price gouging rules

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– How is Bitcoin taxed if I spend it?

– Podcast recommendation: Wealth of Nations for Dummies.

– How big is too big a position?

– Why did you change your mind, Scott?

– What about Ripple, Ram?

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– Rates on hold… just

– The Compensation Scheme of Last Resort is going to run out of money 

– Arnotts (and Trafigura?) on the government teat

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This week, Scott talks to Motley Fool analyst Edward Vesely about lithium miner, Pilbara Minerals (ASX:PLS).

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– What about Schrodinger’s Shares?

– What Estate Taxes apply to Australians investing in the USA?

– Scott betrayed me!

– If Bitcoin is just money, why buy it?

– A Bitcoin question from a guide dog trainer

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– Brickbats and bouquets from GDP 

– The ABS wants to count illegal cigarettes

– Are Governments finally choosing fiscal responsibility?

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