I want my tax to be tax deductible!

May 26th, 2017 The Money Cafe

Is the Fairfax bidding war real? Do we pay ATO employees enough? And is Trump’s first budget ludicrous?

Budget economics, super housing, bank tax, Comey, Macron & volatility

May 13th, 2017 Weekly Overview

After a week of Budget brekkies Alan Kohler serves up his observations on the nation’s financial plan in his Overview. The plan to allow superannuation to be used for house deposits has captured the spotlight, but there’s been a significant change to negative gearing which has had less focus. Meanwhile, the banks should be okay with the bank tax, but we all know who’s really going to pay. And FBI chief Comey’s departure is an indicator that the US administration is scrambling for control.

Yellen Vs Trump, China, Disruption, Inflation

March 18th, 2017 Weekly Overview

It’s Trump v. Yellen in my Overview today. It could be a bumpy idealogical ride for these two – one wants to speed up the US economy, while the other wants to cool it down.

I’ll take you to China to look at how their economy is faring. The Dutch election results are in and I think Europe is breathing a sigh of relief. And things are looking good in Korea after the impeachment of their president.

Plus, I’m getting more excited about the energy sector and I’ve got a warning about investments in retail and banks.

The Spotlight – Eric Cantor

February 28th, 2017 The Spotlight

Eric Cantor has the rare distinction of being the highest ranking member of Congress to lose in a primary. He resigned his position of Majority House Leader (the second highest position in Congress) in August 2014 and joined investment bank Moelis & Co.

That’s how I came to be speaking to him, when I hosted a conversation with Eric for their staff and clients in Sydney and Melbourne last week. It’s a fascinating conversation and he gets straight to the point of a lot of issues in US politics that leave us a little perplexed downunder.

The Money Cafe

February 24th, 2017 The Money Cafe

BHP has found $11 billion in savings, is that a good thing, or does that make them the former most inefficient business in the world. And NIB is beating Medibank, simply by providing better customer service. Alan Kohler and James Kirby draw these conclusions as they review the week in finance in The Money Cafe.

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 Kim Beazley AC

February 14th, 2017 Uncategorized

Alan Kohler: Well, Kim, I guess the first question is who do you think will win? The Honourable Kim Beazley AC: The well, on balance, Hillary. There’s a, there’s a few black swans out there. One doesn’t know the full potential impact yet of what is a Russian sourced penetration of the democratic system and … Continue reading “The Honourable Kim Beazley AC”

Giselle Roux

February 10th, 2017 Uncategorized

Alan Kohler: Giselle, I heard you talk recently, or say recently, that all meltdowns are credit events. Could you explain what you mean by that? Giselle Roux: You know, I don’t want to make it, and say it’s purely the reason why we have the very substantial downturns, but if we look back at, let’s … Continue reading “Giselle Roux”

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May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)

Category: Weekly Overview

May 26th, 2017 : Data: the new oil. Here are the companies with the biggest wells

Category: Disruption - With Alex Pollak

May 26th, 2017 : Get on the property ladder, even if you have to start in the outer suburbs

Category: Community Catchup