Mailbag, incl: What about the Megathreats? November 23, 2025

– Rates on hold… just – The Compensation Scheme of Last Resort is going to run out of money  – Arnotts (and Trafigura?) on the government teatSee omnystudio.com/listener for privacy information.

This week, Scott talks to Motley Fool analyst Edward Vesely about lithium miner, Pilbara Minerals (ASX:PLS).See omnystudio.com/listener for privacy information.

– What about Schrodinger’s Shares? – What Estate Taxes apply to Australians investing in the USA? – Scott betrayed me! – If Bitcoin is just money, why buy it? – A Bitcoin question from a guide dog trainerSee omnystudio.com/listener for privacy information.

– Brickbats and bouquets from GDP  – The ABS wants to count illegal cigarettes – Are Governments finally choosing fiscal responsibility?See omnystudio.com/listener for privacy information.

This week, Scott talks to Motley Fool analyst Vincent Wales about Australian rare earths hopeful, Arafura Rare Earths (ASX:ARU).See omnystudio.com/listener for privacy information.

– Do ETFs still offer diversification? – What happens to Bitcoin when quantum computing arrives? – I’m 24. Should I invest? – When do you decide to sell? – What happens when someone ‘goes short’?See omnystudio.com/listener for privacy information.

– What does ‘capital’ really mean? – Inflation soars – The benevolent dictator’s solutionSee omnystudio.com/listener for privacy information.

This week, Scott talks to Motley Fool analyst Chris Copley about Australia’s largest car dealership group, Eagers Automotive (ASX:APE).See omnystudio.com/listener for privacy information.

– What about the Megathreats? – Is Bitcoin likely to be correlated with stocks or gold? – How do we transition to a Bitcoin-only world? – We still don’t know why planes fly!See omnystudio.com/listener for privacy information.

– Buffett’s last letter – Bloody bitcoin! – NVIDIA booms – Bankers in parliamentSee omnystudio.com/listener for privacy information.