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.
Previous Episodes
Trump – making tax cuts great again. Australia’s frightening loan ratio. Is Solomon Lew stupid enough to want to take over Myer?
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?
Was Myer the worst float ever? A big bank calls BS on bitcoin. Why those new iPhones are cheap.
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.
How shareholders will be suing themselves at CBA. Which woman will take the top job at Qantas? The city escaping the property slowdown.
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 .
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