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NouveauWhy ‘structural’ vs. ‘cyclical’ matters. November 13, 202613 novembre 2026 · 1 h 29 min
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1 057
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hebdomadaire
Dernier épisode
13 Nov 2026

À propos du podcast

This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR

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Épisodes 1 057

  1. Why ‘structural’ vs. ‘cyclical’ matters. November 13, 2026

    1 h 29 minSaison 1 · Épisode 1056

    – DJs slims down… enough? – Nvidia boss faces allegations – Qantas cuts jobs… and won’t be the lastSee omnystudio.com/listener for privacy information.

  2. Mailbag, incl: When do rates stop being effective? November 8, 2026

    1 h 24 minSaison 1 · Épisode 1055

    – When do rates stop being effective? – Buying a house before a recession? – The fundamentals of valueSee omnystudio.com/listener for privacy information.

  3. Cost-cutting and retail failures. November 6, 2026

    1 h 25 minSaison 1 · Épisode 1054

    – DJs through death’s door – Canva sacks 22% of its workforceSee omnystudio.com/listener for privacy information.

  4. Mailbag, incl: What else can we do when rates don’t work? November 1, 2026

    1 h 27 minSaison 1 · Épisode 1053

    – Should I invest more conservatively as I age? – What else can we do when rates don’t work? – What can the government do to break the productivity/inflation cycle?See omnystudio.com/listener for privacy information.

  5. Anthropic’s $2 trillion IPO. October 30, 2026

    1 h 23 minSaison 1 · Épisode 1052

    – Inflation rises… again – What if house prices keep falling? – Anthropic’s $2t IPO – Star cops an existential(?) fine See omnystudio.com/listener for privacy information.

  6. Mailbag, incl: Is ‘tax the rich’ a solution? October 25, 2026

    1 h 22 minSaison 1 · Épisode 1051

    – Is ‘tax the rich’ a solution? – How can I avoid companies making bad acquisitions? – Can Australia specialise in something unique? – Who would be in your famous investor discussion group?See …

    Notes de l’épisode

    – Is ‘tax the rich’ a solution?

    – How can I avoid companies making bad acquisitions?

    – Can Australia specialise in something unique?

    – Who would be in your famous investor discussion group?

    See omnystudio.com/listener for privacy information.

  7. Thinking about value in an uncertain world. October 23, 2026

    1 h 30 minSaison 1 · Épisode 1050

    – NextDC share price craters – Thinking about value in an uncertain world – What NAB’s layoffs mean for investors – AI and the innovator’s dilemmaSee omnystudio.com/listener for privacy information.

  8. Mailbag, incl: Do bonds belong in my portfolio? October 18, 2026

    1 h 20 minSaison 1 · Épisode 1049

    – 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?See omnystudio.com/listener …

    Notes de l’épisode

    – 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?

    See omnystudio.com/listener for privacy information.

  9. The value of the value chain. October 16, 2026

    1 h 34 minSaison 1 · Épisode 1048

    – 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?See omnystudio.com/listener for privacy information.

  10. Mailbag, incl: What to do if you’re sure there’s a crash coming? October 11, 2026

    1 h 33 minSaison 1 · Épisode 1047

    – 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?See omnystudio.com/listener for privacy information.

  11. The silliness of government groceries. October 9, 2026

    1 h 28 minSaison 1 · Épisode 1046

    – Consumer confidence is falling – Greens on groceries – Sunrice gets a bailout – DJs loses brands and Coles might use robotsSee omnystudio.com/listener for privacy information.

  12. Mailbag, incl: Do we have a free market? October 4, 2026

    1 h 28 minSaison 1 · Épisode 1045

    – 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?See …

    Notes de l’épisode

    – 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?

    See omnystudio.com/listener for privacy information.

  13. Private credit’s moment of truth. October 2, 2026

    1 h 20 minSaison 1 · Épisode 1044

    – 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 vogueSee omnystudio.com/listener for privacy information.

  14. Mailbag, incl: I didn’t beat the S&P500. Should I give up? September 27, 2026

    1 h 24 minSaison 1 · Épisode 1043

    – 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 …

    Notes de l’épisode

    – 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? 

    See omnystudio.com/listener for privacy information.

  15. Should we neuter the AI arms race? September 25, 2026

    1 h 38 minSaison 1 · Épisode 1042

    – Should we neuter the AI arms race? – Warren Buffett steps down – Soul Patts is 20% in cash – Myer’s profits down 30% See omnystudio.com/listener for privacy information.

  16. Mailbag, incl: Should overtime be tax free? September 20, 2026

    1 h 17 minSaison 1 · Épisode 1041

    – 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 …

    Notes de l’épisode

    – 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? 

    See omnystudio.com/listener for privacy information.

  17. House prices can’t grow faster than wages. September 18, 2026

    1 h 24 minSaison 1 · Épisode 1040

    – 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 See omnystudio.com/listener …

    Notes de l’épisode

    – 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 

    See omnystudio.com/listener for privacy information.

  18. Mailbag, incl: Berkshire Hathaway or an ETF? September 13, 2026

    1 h 21 minSaison 1 · Épisode 1039

    – 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.See …

    Notes de l’épisode

    – 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.

    See omnystudio.com/listener for privacy information.

  19. The AI revolution continues. September 11, 2026

    1 h 32 minSaison 1 · Épisode 1038

    – AI replacing investors – AI agility versus security – ‘And then what?’ – The investing takeaway from higher bond yieldsSee omnystudio.com/listener for privacy information.

  20. Mailbag, incl: Are LICs on the way back? September 6, 2026

    1 h 27 minSaison 1 · Épisode 1037

    – 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?See omnystudio.com/listener for privacy information.

  21. GDP weak… but also too hot? September 4, 2026

    1 h 25 minSaison 1 · Épisode 1036

    – GDP weak… but also too hot? – Productivity stalls – Uber lays off 10% of its workforceSee omnystudio.com/listener for privacy information.

  22. Mailbag, incl: What does a recession actually look like? August 30, 2026

    1 h 34 minSaison 1 · Épisode 1035

    – 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?See omnystudio.com/listener for privacy information.

  23. Investing lessons from Nvidia’s blowout quarter. August 28, 2026

    1 h 21 minSaison 1 · Épisode 1034

    – Lessons from Nvidia’s blow-out quarter – Bitcoin on a tear… again – Bathla collapses… now what?See omnystudio.com/listener for privacy information.

  24. Mailbag, incl: Don’t miss the glimmers of light. August 23, 2026

    1 h 5 minSaison 1 · Épisode 1033

    – 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!See omnystudio.com/listener for …

    Notes de l’épisode

    – 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!

    See omnystudio.com/listener for privacy information.

  25. A trillion reasons to pay attention. August 21, 2026

    1 h 16 minSaison 1 · Épisode 1032

    – It’s Vanguard Index Chart day! – Super for housing… here we go again – We now have a trillion dollars in debtSee omnystudio.com/listener for privacy information.

  26. Mailbag, incl: Aren’t higher house prices rational? August 16, 2026

    1 h 26 minSaison 1 · Épisode 1031

    – 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?See omnystudio.com/listener for …

    Notes de l’épisode

    – 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?

    See omnystudio.com/listener for privacy information.

  27. Another day, another bailout? August 14, 2026

    1 h 29 minSaison 1 · Épisode 1030

    – Another day, another bailout – Mortgage applications are falling… now what? – Can you defend a sky-high P/E?See omnystudio.com/listener for privacy information.

  28. Mailbag, incl: Will the US dollar stop being the reserve currency? August 9, 2026

    1 h 14 minSaison 1 · Épisode 1029

    – 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 …

    Notes de l’épisode

    – 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?

    See omnystudio.com/listener for privacy information.

  29. Are 40-year mortgages about to become the norm? August 7, 2026

    1 h 23 minSaison 1 · Épisode 1028

    – 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 continuesSee omnystudio.com/listener for privacy information.

  30. Mailbag, incl: How do I preserve my purchasing power? August 2, 2026

    1 h 25 minSaison 1 · Épisode 1027

    – 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?See …

    Notes de l’épisode

    – 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?

    See omnystudio.com/listener for privacy information.

Voici les 40 derniers épisodes sur 1 057. Les épisodes plus anciens se trouvent dans le flux du podcast.

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