The Money Café with Alan Kohler - podcast cover

The Money Café with Alan Kohler

Intelligent Investorwww.intelligentinvestor.com.au

Alan Kohler, Eureka Report’s Editor-in-Chief, explores and explains the week’s news, views and events with smart people who like good coffee. Topics include but not limited to inflation, Bitcoin, Scott Morrison, vaccines and climate change. Got a question for next week's episode? Email themoneycafe@eurekareport.com.au.

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Episodes

Winners and Losers of FY23

On the Money Café this week, Alan Kohler and Stephen Mayne chime in on the Ashes stumping controversy, review the winners and losers of the financial year, discuss whether interest rates have reached their peak, who Philip Lowe’s successor might be, gambling reform and more. See omnystudio.com/listener for privacy information.

Jul 06, 202333 min

Russia, Inflation & Taylor Swift

On the Money Café this week, Alan Kohler and James Thomson discuss the Taylor Swift impact on inflation, Alan's take on the monthly inflation figure, Russia, climate and the energy transition. Also: the Aussie dollar and the RBA pausing, the phantom housing shortage, why Australia doesn't have 30-year fixed rate loans, neutral interest rates and more. See omnystudio.com/listener for privacy information.

Jun 29, 202333 min

Erudite Analysis in Troubled Times

On the Money Café this week, Alan Kohler is back after writing 20,000 words on housing and, with Stephen Mayne, goes over the criticism being delivered to the RBA on everything from rates to employment, gambling reform victories and how to get the discount. Also: when and how to buy a house, a 100-year plan for housing, the GST and super, buying an Airbnb with super funds, impact of property write downs on super funds, taxes having a good impact on inflation, projecting the number of future rate...

Jun 22, 202335 min

Perplexing Powell

On the Money Café this week, Evan Lucas and James Thomson try to decipher the US Fed decision, New Zealand enters recession, and the fate of Phil Lowe. Also: CSL bleeds, commercial property values, super funds and cash, independent monetary and fiscal policies, buying Apple. See omnystudio.com/listener for privacy information.

Jun 15, 202331 min

An Economic Tsunami

On the Money Café this week, Evan Lucas and Stephen Mayne list the indicators worrying them about the looming economic storm and why the Fair Work Commission’s decision wasn’t particularly fair. Also: the ASX and CHESS, migration and a Ponzi scheme, PwC, a history lesson on non-farm payrolls, benchmark rates, progressive taxes, and our biggest LICs. See omnystudio.com/listener for privacy information.

Jun 08, 202339 min

Housing Supply, Supply, Supply

On the Money Café this week, Alan Kohler and James Thomson discuss RBA Governor Phil Lowe’s likely last time in front of the Senate, inflation, productivity and wage rises, housing supply, supply, supply, what punishment means at PwC, US debt ceiling done and dusted. Also: land, home taxes for the wealthy, investing in a start-up (and Alan’s record on start-ups), bracket creep, adjusting $250,00 for inflation, getting absolutely no thanks for paying off a mortgage, evil Bitcoin, first home super...

Jun 01, 202338 min

Hello Nvidia, US Dominance - and Default

Alan's away for a week, so Evan Lucas and Stephen Mayne are in the Money Café this week. On the agenda: how AI has powered the advent of Nvidia, US dominance and default, big investment headaches, the AGM mini-season, the Victorian state budget, the cost of the Big Build and taxes for churches, unions and schools. Also: council rates, GST and inflation, ICE vs EV and bonus Pointsbet shares. See omnystudio.com/listener for privacy information....

May 25, 202340 min

The RBA and FOI Poobahs

On the Money Café this week, Alan Kohler and James Thomson – fully recovered from COVID and awaiting hot chocolate – discuss the first draft of Alan’s avatar, the four companies making up 70 per cent of profits, localised recessions, a glut of offices, and the RBA, FOI and what the poobahs should be doing. Also: war-gaming a US default, capped admin fees for super, SMSFs, cooling the housing market, YIMBY, uranium stocks and uranium ETFs, GST and inflation, PRRT, migration, granny flats and Step...

May 18, 202338 min

Alan and his AI Avatar

On the Money Café this week, Alan Kohler and James Thomson — struck down by COVID yet again — try to wrap their heads around AI, the past and present tense of the budget, the so-called commodity windfall and who gets credit for the surplus. Also: bitcoin; Charter Hall and REITs; banks making money; three things for an inflationary world; Japan falling behind in the EV race; NAB shares and the RBA's fine-tuning. See omnystudio.com/listener for privacy information....

May 11, 202336 min

The Unsurprising RBA Rate Hike

On the Money Café this week, Alan Kohler and James Thomson discuss Japan and its supermarkets, the unsurprising “surprise” by the RBA, the Fed’s Powell on sticky inflation, the evidence — or lack of — for rate cuts, the best banker in the country and CEO transitions. Also: HECS debts, ASX to NYSE, stage 3 tax cuts and inflation, best Super funds for +$1 million and who caps fees, parking money in a bond, when to call an accountant and when the reckoning arrives for unlisted asset values. See omn...

May 04, 202331 min
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