US jobs, Financialised commodities, La belle France?, Growth Haven, the Budget

May 6th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

Alan Kohler’s Overview

April 29th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

Talking Finance

March 30th, 2017 Talking Finance

Super is the hot topic this week and a new report from the Productivity Commission delves into how it can be fixed. Alan spoke to the Commission’s Deputy Chair Karen Chester and he also caught up with Leeanne Turner from the Medium Sized Superfund of the year MTAA.

Plus, Alan has an update on the upcoming European elections and he can officially reveal that nicer companies are happier companies. 

Nik Dvornak – Platinum Investment Group

March 30th, 2017 Full Interviews

Nik Dvornak is the European Fund Manager at Platinum Investment Group. Nik discusses the result of the Dutch election and previews the French election and has some investment ideas for Europe. Full transcript Alan Kohler: What did you learn from the Dutch election recently? Nik Dvornak: Well the Dutch election was an interesting one, in it’s … Continue reading “Nik Dvornak – Platinum Investment Group”

Charting, inflation, TFS, Telstra, Housing, France, Downer, Fintech

March 25th, 2017 Weekly Overview

A chance meeting in South Melbourne helped inspire my Overview.

The Dow and the world seem to be in a “Trump Slump” – where are the markets heading from here? I examine how inflation has evolved since I was a cub reporter in the NT.

What do the RBA meeting minutes mean for the Australian housing market’s future?

And hedge funds could face an uncertain future and the results of round one of l’election francaise are in and Le Pen might just be on the out – but I don’t want to jinx it!

The Spotlight – George Megalongenis

March 8th, 2017 The Spotlight

Author and journalist, George Megalongenis, joins Alan in this week’s episode and no Australian politician is off limits.

The real reason for the bull market, Australian economy, Reporting season, Managed funds

March 4th, 2017 Weekly Overview

It should come as no surprise, but President Trump is taking credit for the market rally. But are his orange fingerprints deservedly on this market success.
 
Reporting season is over, but which CEO’s are relaxing and which are on the hunt for improved performance. Rachel Alembakis provides a succinct recap of the results.
 
A seagull walks onto a stage, this could be the beginning of a hilarious joke. But to find out the punchline, you will have to read my overview.

Geoff Raby

February 14th, 2017 Uncategorized

Alan Kohler: So, I get a bit confused sometimes because I was at a conference the other day where there were lots of complaints about Australian companies pulling out of Asia, and in particular China, and not following through. But, when I get around talking to other smaller companies, there’s a tremendous amount of activity. … Continue reading “Geoff Raby”

The Honourable Greg Hunt MP

February 10th, 2017 Uncategorized

Alan Kohler: Greg, you’ve been in the job a couple of months, you’ve probably done your own due diligence as to what the innovation system in Australia was like. What was your, what was your impression as you looked at it. The Honourable Greg Hunt MP: Look, my view is that there are immense strengths … Continue reading “The Honourable Greg Hunt MP”




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