The importance of understanding the ‘base effect’. July 31, 2026
– Inflation, rates, and the future – Property is… falling? – US Bond yields at 19-year high See omnystudio.com/listener for privacy information.
Mailbag, incl: Is AI a risk to bitcoin? July 26, 2026
– 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.
How do companies create wealth for shareholders? July 24, 2026
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.
Mailbag, incl: What questions would you answer before investing? July 19, 2026
– 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.
Should we have a Universal Basic Income? July 17, 2026
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.