So… where does that leave us? December 27, 2024

We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.  See omnystudio.com/listener for privacy information.

– If Bitcoin is infinitely divisible, how much is it really worth? – Could shares be better represented as digital tokens? – Are bank shares a Ponzi scheme? – How are investors taxed on US shares? – What if we made interest tax deductible for our own homes?  See omnystudio.com/listener for privacy information.

– Why competition and productivity policies matter – US rate cuts… and the market and Aussie dollar tank – The challenges of MYEFO    See omnystudio.com/listener for privacy information.

– Am I really cut out for stock-picking? – How do I best structure my portfolio for retirement? – What about sequence risk? – How can we find takeover targets?  See omnystudio.com/listener for privacy information.

– The impressive (and insidious) economics of gaming – Rates on hold, but cuts on the horizon – US inflation rises after rates are cut – Coffee’s up… buy Breville?  See omnystudio.com/listener for privacy information.

– What is a ‘custody’ fee? – Keeping track of Bitcoin CGT? – Can Bitcoin become the global reserve currency? – Isn’t an ETF just a fancy CDO?  See omnystudio.com/listener for privacy information.

– Dissecting GDP and retail sales – The challenge of productivity – A 40 year mortgage? No thanks!  See omnystudio.com/listener for privacy information.

– Why has renewable energy investing gone so badly? – How do I choose a US broker? – Should I just follow your picks? – How can I find out more about the money system? – How can we prepare for the new geopolitical reality?    See omnystudio.com/listener for privacy information.

– The problem with modern-day economics – CPI tells a tangled tale. – The folly of Trump’s tariffs – Black Friday sales soar… again    See omnystudio.com/listener for privacy information.

– Pros and cons of leveraged ETFs – What Super option should I choose? – Does compounding have an upper limit? – Are the academics right?  See omnystudio.com/listener for privacy information.