Mailbag, incl: Keep my winners, but also rebalance? February 8, 2026
– What about competition in a portfolio? – How can I keep my winners, but also rebalance my portfolio? – Why aren’t people borrowing against their homes to invest? – Use your real names, please!See omnystudio.com/listener for privacy information.
We’re selling off the family silver… again. February 6, 2026
– Rates up… no surprise. – Gold’s plunge – I am the Kiss of Death – Selling off the family silverSee omnystudio.com/listener for privacy information.
Mailbag, incl: Is it time to get defensive? February 1, 2026
– In which phase of the market cycle does the Small Cap sector generally get the love? – Is it time to get defensive? – Should I hold Bitcoin directly or through an ETF – Does mean reversion apply to small caps and AI?See omnystudio.com/listener for privacy information.
Is there an AI ‘employment ice age’ coming? January 30, 2026
– Inflation surges – Gold soars, Australian dollar soars. And the US dollar is sinking. – An “employment ice age is coming”, according to some.See omnystudio.com/listener for privacy information.
Mailbag, incl: What is going on in Japan? January 25, 2026
– Ethical investing and the sleep-at-night test – Notes from a loyal listener – What on earth should we make of Japan? – What about doubling the GST and paying it back as a dividend?See omnystudio.com/listener for privacy information.