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.
Previous Episodes
Banks playing games with ‘responsible lending’. The yield curve and you. Is portfolio rebalancing nonsense?
RBA doublespeak on the banks? Doing the maths on CGT changes. Why the dollar is going up again.
The ten-bagger buy now pay later IPO. Where will the next GFC come from? Is Brexit a danger for global markets?
Why the market sees two interest rate cuts coming. Is the NAB fraud case an SGC issue? Dividend stripping and ETFs.
Industry funds – the steamroller without brakes. Open banking coming to a phone near you. Coal – the money keeps pouring in.
Why shopping centres will be better off without department stores. The week house prices hit consumer wallets. Can Coca Cola do a turnaround?
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