Motley Fool Money

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

– 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.

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

– 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.

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

– 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.

– 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.

– 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.

– 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.

– 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.

– 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.

– 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.

– Inflation, rates, and the future – Property is… falling? – US Bond yields at 19-year high See omnystudio.com/listener for privacy information.

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

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.See omnystudio.com/listener for privacy information.

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

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.See omnystudio.com/listener for privacy information.

– Are ETF investors being scammed into buying AI stocks – What about the minimum wage? – Housing security or financial security?See omnystudio.com/listener for privacy information.

We talk a lot about what investors should do. But what ‘not’ to do is potentially more important.See omnystudio.com/listener for privacy information.

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

A listener, Geneveive, wonders how economic thinking could inform public policy decisions. Scott and Andrew give their thoughts.See omnystudio.com/listener for privacy information.

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

– Inflation is… stuck – Will house prices fall? – When are founder-CEOs no longer needed?See omnystudio.com/listener for privacy information.

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

– Is a Trillionaire really a bad person? – The end of hostilities in Iran… we hope – A tipping point for retail in Australia?See omnystudio.com/listener for privacy information.

– How should Australia’s Sovereign Wealth Fund invest?  – Should public transport be ‘free’?  – How should we evaluate debt levels of different companies? See omnystudio.com/listener for privacy information.

– SpaceX ready for launch – Job cuts: AI, Southern Cross and Woolies – Can AI bring us one-hour workweeks?See omnystudio.com/listener for privacy information.

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

– GDP growth slows – Why the RBA got what it wanted… and others aren’t happy – The status quo effect needs to be challengedSee omnystudio.com/listener for privacy information.

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

– EVs and innovation  – (Yet another) reason not to try to time the market  – The compound power of combination  – Why ‘adoption’ wins See omnystudio.com/listener for privacy information.

– The Motley Fool Money drinking game?  – Did you make a mistake on CSL?  – Am I being ‘tricked’ by VDHG? See omnystudio.com/listener for privacy information.

– Angus Taylor’s Budget reply  – Pushback on NG and CGT  – The real issue with housing affordability See omnystudio.com/listener for privacy information.

– How do I think about moving from accumulation to income? – How do you manage ‘legacy’ positions? – Quarks, physicists and engineersSee omnystudio.com/listener for privacy information.

It was a big Budget, with changes to trusts, negative gearing and capital gains tax… and let’s not forget the bigger picture!See omnystudio.com/listener for privacy information.

– What about AFIC’s DSSP? – Should I buy an ETF and go fishing? – CGT changes need averaging? – Is SpaceX the next Amazon?  See omnystudio.com/listener for privacy information.

– The Met Gala and the curse of arrogance – Rates up as inflation bites – Wisetech’s AI ‘miracle’See omnystudio.com/listener for privacy information.

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

– What? Episode 1,000?!?! – A very special announcement – Inflation, living standards and the missed opportunitySee omnystudio.com/listener for privacy information.

– Real time reaction on Cochlear – Some real talk on oil and gas royalties? – Is it time to invest internationally outside the US?See omnystudio.com/listener for privacy information.

– The next Star Wars? – What’s going on with Berkshire? – The role of bonds and how they’re priced – Where innovation makes things worseSee omnystudio.com/listener for privacy information.

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

– Market back at pre-war highs – The risk and opportunity of ‘sentiment’ – Qantas and Virgin raising fares and cutting flightsSee omnystudio.com/listener for privacy information.

– 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 protectionismSee omnystudio.com/listener for privacy information.

– Looking for value… in growth – Of stonks and meme stocks – Ceasefire in Iran… sort ofSee omnystudio.com/listener for privacy information.

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

– 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 surchargesSee omnystudio.com/listener for privacy information.

This week, Scott talks to Motley Fool analyst Vincent Wales, about Uranium miner Boss Energy (ASX:BOE).See omnystudio.com/listener for privacy information.

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

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