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

What a Quarter!

On the Money Café this week, Alan Kohler and James Thomson reflect on the quarter that was, modern monetary theory (MMT), the housing market, and answer a number of questions on mergers and acquisitions, payroll tax, the Australian dollar, and much more! See omnystudio.com/listener for privacy information.

Mar 28, 202436 min

A Neutral Bias

On the Money Café this week, Alan Kohler and Stephen Mayne discuss Kevin Rudd and Donald Trump, executives being shown the door, TikTok, Rich Listers, the RBA and interest rates, and answer a number of questions on the pros and cons of different investment methods, financial markets and climate risk, the housing market and zoning, and much more. See omnystudio.com/listener for privacy information.

Mar 21, 202443 min

Economic Long COVID

On the Money Café this week, Alan Kohler and James Thomson look at the big four banks, economic long COVID, nuclear energy, and answer a number of questions on the market power of superannuation, CEO salaries, immigration, housing, and much more. See omnystudio.com/listener for privacy information.

Mar 14, 202440 min

Markets Melting Up

On the Money Café this week, James Thomson and Stephen Mayne discuss International Women’s Day and the gender pay gap, the takeover binge, AGM season, and answer a number of questions on renewable energy, housing, and much more. See omnystudio.com/listener for privacy information.

Mar 07, 202433 min

Supermarkets in the Spotlight

On the Money Café this week, Alan Kohler and James Thomson share their thoughts on Australia's supermarket landscape, look at how Guzman y Gomez is tracking, the nation's ban on nuclear power, issue a capital gains tax correction, and answer a number of questions on housing, insurance companies, council rates, and much more. See omnystudio.com/listener for privacy information.

Feb 28, 202443 min

Takeover Targets

On the Money Café this week, Alan Kohler and Stephen Mayne discuss takeovers, Woolworths, Qantas, corporate buybacks, and answer a number of questions on capital raisings, performance fees, private equity and much more. See omnystudio.com/listener for privacy information.

Feb 22, 202437 min

Results Season, US Inflation & Bitcoin

On the Money Café this week, Alan Kohler and James Thomson look at how results season is tracking, go through US inflation figures, what Bitcoin is up to, and answer a number of listener questions on the AI revolution, on-market buybacks, capital gains vs capital losses, the RBA and rates, and much more. See omnystudio.com/listener for privacy information.

Feb 15, 202445 min

Corporate Profiteering and the RBA’s New Regime

On the Money Café this week, Alan Kohler and Stephen Mayne discuss Allan Fels’ views on corporate profiteering, look at the RBA’s new regime, News Corp, and answer a number of questions on fossil fuels, AI, power prices, and much more! See omnystudio.com/listener for privacy information.

Feb 08, 202438 min

The Robot Revolution

On the Money Café this week, Alan Kohler and James Thomson discuss why Elon Musk is making headlines once more, look at the US Federal Reserve, dive into the world of AI and what impact it will have on civilisation, and answer a number of listener questions on the IPO market, Sigma and Chemist Warehouse, bracket creep, and much more. See omnystudio.com/listener for privacy information.

Feb 01, 202439 min

Summer Reflections, Australia Day, and Tax Cuts

The Money Café returns for 2024 with Stephen Mayne joining Alan Kohler to reflect on the summer past, discuss Australia Day, the stage 3 tax cuts, and go through a number of listener questions on the US election, flipping houses, and much more! See omnystudio.com/listener for privacy information.

Jan 25, 202431 min

Winners and Losers of '23

Alan Kohler is joined by James Thomson and Stephen Mayne for the final episode of The Money Café for 2023 to award the biggest winners and losers of the year, and what the big story in 2024 might be. Also: Chemist Warehouse, Woodside and Santos, a new migration strategy and much more. See omnystudio.com/listener for privacy information.

Dec 12, 202350 min

The White Whale of Capital Markets

On the Money Café this week, Alan Kohler and James Thomson discuss Chemist Warehouse, GDP, interest rates, US markets, and answer a number of listener questions on superannuation, rental markets, fixed-rate mortgages, and much more! See omnystudio.com/listener for privacy information.

Dec 07, 202336 min

Australia's Property Rollercoaster!

Buckle up for a ripper episode of The Money Café this week, with Alan Kohler discussing his Quarterly Essay on the state of Australia’s housing market, Stephen Mayne mulling over the busiest day of AGM season, plus lots of listener questions on superannuation, interest rates, tax, and much, much more! See omnystudio.com/listener for privacy information.

Nov 30, 202340 min

Super Powers At Work

On the Money Café this week, Alan Kohler and James Thomson discuss the changes ahead for Optus and OpenAI, interest rates and inflation, and answer a number of listener questions on the collective power of superannuation funds, the housing market, and much more. See omnystudio.com/listener for privacy information.

Nov 22, 202336 min

Rupert’s Farewell, Wages & State Taxes

On the Money Café this week, Alan Kohler and Stephen Mayne discuss Rupert Murdoch’s departure from News Corp, wages, state taxes, and answer a number of listener questions on AGMs, quantitative tightening, super savings, and much more. See omnystudio.com/listener for privacy information.

Nov 16, 202335 min

Optus, Banks, and Rates

On the Money Café this week, Alan Kohler and James Thomson discuss the Optus outage and vulnerability of telecommunication networks, bank profit season, and answer several listener questions on interest rates, inflation, and the impact to the hip pocket. See omnystudio.com/listener for privacy information.

Nov 09, 202330 min

Origin, Gina, and Climate Wars

On the Money Café this week, Alan Kohler and Stephen Mayne discuss the latest bid for Origin Energy, climate change, Gina Rinehart, what to expect from tomorrow's Qantas AGM, and answer a number of listener questions on super wrap accounts, wars and inflation, interest rates, and much more. See omnystudio.com/listener for privacy information.

Nov 02, 202332 min

Inflation and Interest Rates

On the Money Café this week, Alan Kohler and James Thomson discuss the latest inflation figures and what it means for interest rates, the likelihood of a recession, Anthony Pratt, billionaires paying tax, what’s going on at Magellan, and much more. See omnystudio.com/listener for privacy information.

Oct 26, 202333 min

The Ozempic Effect

On the Money Café this week, Alan Kohler and Stephen Mayne discuss Stephen's board tilt for NAB, the latest AGM news, Ozempic, and answer a number of listener questions on short selling, housing, managed fund fees, and much more. See omnystudio.com/listener for privacy information.

Oct 19, 202328 min

Rerouting Qantas

On the Money Café this week, Alan Kohler and James Thomson discuss the changes afoot at Qantas, look at how the energy transition is tracking, the housing market, and answer a number of listener questions on the winners and losers of climate change, super wrap accounts, share dilution and much more. See omnystudio.com/listener for privacy information.

Oct 12, 202335 min

Education versus Property

On the Money Café this week, Alan Kohler and Stephen Mayne discuss the latest on the AGM front, look at what the RBA is up to, and answer a number of listener questions on investing in education over property, finding the best financial resources, the housing market, and much more. See omnystudio.com/listener for privacy information.

Oct 05, 202331 min

The World in 2050

On the Money Café this week, Alan Kohler and James Thomson discuss Richard Goyder’s future at Qantas, and the control both Qantas and Virgin have on the aviation market in Australia. They also examine the findings of Ziggy Switkowski’s PwC report, and answer a number of listener questions on term deposit rates, dot plots, and what world economics might look like in the future. See omnystudio.com/listener for privacy information.

Sep 28, 202330 min

The Path to PM

On the Money Café this week, Alan Kohler and Stephen Mayne discuss Josh Frydenberg’s new role at Goldman Sachs, the gap between housing construction and immigration, Qantas, the upcoming AGM season, and answer listener questions on private versus public companies, council rates, and much more. See omnystudio.com/listener for privacy information.

Sep 21, 202333 min

Tales of a European Summer

On the Money Café this week, Alan Kohler and James Thomson discuss the benefits of an Italian train network, look into the latest issues engulfing Qantas, check in on how the property sector is tracking, and answer a number of listener questions on the future of open plan offices, investing in the Mexican stock market, and much more. See omnystudio.com/listener for privacy information.

Sep 14, 202332 min

Resilience and Retail

On the Money Café this week, Alan Kohler and James Thomson discuss Premier Investments and a mismatch between retailing personalities; wriggle room for cautious CEOs in earnings season; a declining birthrate in China and Australian companies; debt piles and 10-year bond rates; and the PM’s son and PwC making the front pages. Also: Wealth per capita and population growth; housing taxes; inflation targets; the Aussie dollar; how the RBA works; the week of the intergenerational report; climate chan...

Aug 22, 202335 min

A Boomer Apology

On the Money Café this week, Alan Kohler and Stephen Mayne whip through the Boomer apology getting millions of views online, the better side winning; Endeavour and pokies; the value of Chadstone; a year since the watershed $369 billion IRA law and counting; and Murdoch’s latest squeeze. Also: four or five big banks; unemployment and boomtime; measuring productivity and why 45 per cent of meetings are completely useless; the party to join for a wanna-be Rich-lister; day-trading, yes or no?; Mesob...

Aug 17, 202330 min

The Value of an Office

On the Money Café this week, Alan Kohler and James Thomson discuss working from home, valuations of office properties and debt covenants, CBA’s earnings, Optus and the women’s soccer goldmine and the Zimmermann success story. Also: vacant homes or just not at home; Tim’s too-long question on Airbnb; moving in with Mum and Dad and travelling overseas; the Big Four Banks; and is 4.1 per cent the new normal? See omnystudio.com/listener for privacy information....

Aug 09, 202331 min

Have Interest Rates Now Peaked?

On the Money Café this week, Alan Kohler and Stephen Mayne look at the outlook for rates, discuss the exclusive Qantas Chairman's Lounge, ponder whether Trump will become president again, and answer a number of listener questions on tax, Airbnb, and much more. See omnystudio.com/listener for privacy information.

Aug 03, 202333 min

1 Million Downloads. Thank You!

Alan, Stephen, James get together for a special, bumper edition of the Money Café this week to celebrate one million downloads! On the table at Le Clec: the railway barons of tech, rebranding Twitter, the growing list of billionaire divorces, Macquarie and the PwC connection, a guide to inflation and the chance of a rate hike. Also: how lucky is the lucky country, the top funds, passing on rate hikes and the Bank of Mayne, the Kohler take on ACCUs, a branch-office mindset on the ASX, Next Invest...

Jul 26, 202344 min

RBA Shake-up or Shake-out?

On the Money Café this week, Alan Kohler and James Thomson go through who's left on the RBA shortlist for governor after Luci Ellis jumped to Westpac, what zero inflation means for China and why AI robots should be green or red. Also: full takeovers, pumping more into super, surcharges on holiday homes, corporates paying pollies, mortgage rates in a year from now, MMT a description not prescription, the Kohler jinx and more Taylor Swift ticket pain. See omnystudio.com/listener for privacy inform...

Jul 12, 202338 min
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