All Episodes

Episode 157: Templeton’s Chart: How to Invest When Everything Is Expensive

Episode 156: What’s Your Edge? Timeframe, Volatility and Action

Episode 155: Why Stock Picking Is So Hard (And What the Data Says About Risk)

Episode 154: Greenland, Diesel Shortage Fears & the AI Cost Problem

Episode 153: Dodgy Loans, Private Credit and Late-Cycle Signs

Episode 152: Grey Swans

Episode 151: Cash Equals Options

Episode 150: Sanctions, Oil and Three Years On

Ep 149: The World Order Is Breaking, and Why Australian Property Isn't Coming Back

Episode 148: The Anti-Fragile Investor Part 2

Episode 147: Oil Wars, Crypto Chaos and a $20 Billion Leverage Lesson

Episode 146: The Antifragile Investor (Part 1)

Episode 145: The Property Game Is Over

Episide 144: Everybody's Knackered: Oil, Chips and Chokepoints

Episode 143: A TMM Monologue

Episode 142: Mastering the Markets Special

Episode 141: Super, randomness, volatility

Episode 140: Pumping up the share price - young people have had a gutful

Special Episode: A conversation with Dr Dan Soobratty

Episode 139: ASX nightmares, long SOXS, short SOXS, not advice!

Episode 138: Tax, volatility & kids are becoming more conservative

Episode 137: Bubbles, managing resources & the economics of AI

Episode 136: Opportunities in commercial property, Putin pulls out & Steve responds to Luca

Episode 135: Budget, Trump meets Xi Jinping & America on the decline

Episode 134: Warren Buffett and the fat pitch

Ask the Expert: Jarrod from Atlas Property

Episode 133: Make it as simple as possible

Episode 132: How to make money - but first a long overdue bashing of trumps former sidepiece

Episode 131: Recession risk - the government has to keep people employed

Episode 130: Lockdowns, war and little orange men

Episode 129: God humans are stupid

Episode 128: Will work for food

Episode 127: America has been carrying the burden

Episode 126: We shouldn't get excited about oil - but this is our job

Episode 125: We could be looking at a serious bout of inflation

Episode 124: Only bet when the odds are in your favour

Special Episode: Community questions part 1

Episode 123: It always involves debt, it's going to be really, really ugly

Episode 122: The coming decade will be a wild ride - with plenty of opportunity

Episode 121: Keep your eye on immigration

Episode 120: Tom went to Vegas but Steve earns (humble) bragging rights

Episode 119: AI will change the world - but that time is a long way off

Episode 118: Trying to save the world with pen, paper & solar panels

Episode 117: The cycle has turned, globalisation is dead

Special: Past Present Future

Special: How to learn about investing

Episode 116: The free market isn't working

Episode 115: We're stuffed, Merry Christmas!

Episode 114: Eating Sh*t: The worst thing you can do for your portfolio

Episode 113: There's times when you've got to sit out of the game

Episode 112: Immigration is not the answer to poor demographics

Episode 111: We're going back into a hard economy

Episode 110: Be careful of the hype

Episode 109: It's not about payoffs it's about consequences

Episode 108: Have a system that you know works overall

Episode 107: Scrambling for resources

Episode 106: Correction is a major opportunity

Episode 105: Cold War II

Episode 104: The transition to the intangible

Episode 103: Australia isn't booming

Episode 102: Be prudent my friend

Episode 101: Happy Birthday Buffett

Episode 100: Version 2.0

Special TMM Q&A: Your Questions Answered from the State of the Union Masterclass

Ask the Expert: Crypto with Craig Cobb

Episode 99: America is still the best market

Episode 98: Have a strategy to mitigate potential downside

Episode 97: Debasement & increasing productivity

Episode 96: They can't beat the market

Episode 95: T.A.C.O. Tuesday

Episode 94: When you realise that you just got caught in a hype bubble

Episode 93: nobody complains when you're getting rich

Episode 92: Business as usual

Episode 91: Everybody's just trying to game the system

Episode 90: Geopolitics (and a bit of footy)

Episode 89: Wait until the end of this episode

Episode 88: Ramping up military spending

Episode 87: You can't blame boomers for buying a house

Episode 86: Stop worrying about government deficit

Episode 85: Tariffs, property, Tesla & Brazil?

Episode 84: "In my defence I was only 17"

Episode 83: It doesn't have to be complicated

Episode 82: Tom-foolery, the banter is back

Revisiting episode 12: The new normal

Episode 81: Stop freaking out, just talk yourself through it

Episode 80: Schadenfreude

Liberation Day Special: Everything you need to know about tariffs

Episode 79: Apologies in advance to the greenies

Episode 78: The uncertainty is so broad you’ve got no idea what’s going on

Episode 77: Never waste a crisis

Episode 76: Just start small

How to think about investing: Part 4

Episode 75: The smart ones get in & get out

How to think about investing: Part 3

Episode 74: Back to it after prior engagement

How to think about investing: Part 2

How to think about investing: Part 1

Episode 73: Pick your time frame

Episode 72: 2024 review & 2025 outlook

Episode 71: We're not timing, we're talking about things that work over time