Searching for reality in the 2019 Budget lockup
Alan and James sit down by the coffee cart in the 2019 Budget Lockup to pick through what matters in Josh Frydenberg’s announcements.
Previous Episodes
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?
Home loans credit freeze. No hope for Telstra. Collectables: is it investing or collecting?
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