When American markets sneezed on Tuesday, Australia caught a bad cold. So why did some big name stocks get left behind in the rally? James and Alan unpick a gory week for traders, Tesla's penchant for publicity stunts and the outlook for Bitcoin on this week's podcast. See omnystudio.com/listener for privacy information.
Feb 08, 2018•26 min
Trump rattles the saber, and now a preemptive strike seems possible. But James and Alan think the bigger picture is US-China relationship. This week they also talk about the new head of the CBA, electric cars, and ask why Facebook is banning ads relating to cryptocurrencies. See omnystudio.com/listener for privacy information.
Feb 01, 2018•23 min
Is there reason to cheer when one of Australia's biggest shorts wins out? James and Alan discuss the washup of the Quintis saga, the outlook for local currencies, pricing Australian retail outlets and much more on this week's episode. See omnystudio.com/listener for privacy information.
Jan 25, 2018•22 min
The Money Cafe resumes service for 2018 with a bumper helping of bitcoin debate, as well some prognostications for the year ahead on stock exchanges in Australia and abroad. See omnystudio.com/listener for privacy information.
Jan 18, 2018•26 min
James and Alan finish up a busy year by reflecting on their personal hits and misses, then cast their mind forward to the new year. What's in story for rates, markets, bitcoin and more? See omnystudio.com/listener for privacy information.
Dec 14, 2017•30 min
As bitcoin prices continue to climb, James and Alan wonder what the entrance of shorters into the market could do, and just who would be wild enough to bet against the hottest commodity they've ever seen. See omnystudio.com/listener for privacy information.
Dec 07, 2017•24 min
The sudden arrival of a royal commission into the financial sector and the dramatic rising value of bitcoin dominate this week's proceedings on The Money Cafe. Also covered: negotiating Alan's tricky line on female CFO competence, and two grumpy men casting gloom on property. See omnystudio.com/listener for privacy information.
Nov 30, 2017•23 min
This week James Kirby is speechless when Alan Kohler says women are much better at managing money than men. The pair disagree on Telstra and SMSFs but reunite as they discuss Bitcoin, Malcolm Turnbull’s tax cuts, investing in clean-tech, and ETFs. See omnystudio.com/listener for privacy information.
Nov 23, 2017•35 min
When you can't wear bitcoin, what's it alternate use as a store of value? Ideology, says Alan Kohler in this week's Money Cafe. Also discussed: Jessica Rudd's stellar retail success in China, and the wave of Chinese tourists that have yet to reach Australian shores. See omnystudio.com/listener for privacy information.
Nov 16, 2017•26 min
In a week when the ASX limped over the 6000 mark and the paradise papers blew up, Alan and James still found some time to squeeze in discussion on electric cars, lithium batteries and Ardent Leisure. See omnystudio.com/listener for privacy information.
Nov 09, 2017•24 min
In this week's Money Cafe, James and Alan discuss doom and gloom in the housing market, Solly Lew's machinations, and the potential for respectability in cryptocurrencies. See omnystudio.com/listener for privacy information.
Nov 02, 2017•22 min
There's little movement in the station when it comes to the Crown scandal, which is James' primary concern this week, while Alan is a bit wary of the outlook for Australian equities. Also covered: BATs, FANGs, floating notes and other investment structures. See omnystudio.com/listener for privacy information.
Oct 26, 2017•30 min
More memories of the 1987 crash begin this week's episode. James and Alan also discuss the potential for a big boost to Australia's market, two big scandals at Crown and Rio, and the comeback of the Australian first home buyer. See omnystudio.com/listener for privacy information.
Oct 19, 2017•29 min
There's plenty of reminiscing on this week's episode, as Alan and James discuss how they first met, and remember the 87 stock market crash. AMP's passive move, the under performance of large funds, Trump's impact on the developing world, and some fresh research on Chinese property investors are also covered. See omnystudio.com/listener for privacy information.
Oct 12, 2017•33 min
In this week's podcast, James and Alan discuss the recent retail figures and wonder how mortgage stress could be playing a part in the broader economy, discuss the latest in the Solly Lew Myer affair, and the investment potential in Australia's energy sector. See omnystudio.com/listener for privacy information.
Oct 05, 2017•27 min
Taxes in America: going down. Australia's budget deficit: going down. Is this good news for Australia's macroeconomic outlook? James and Alan discuss these big changes in a bumper episode that also covers a scary perspecting on the local housing market, Solomon Lew's aggressive moves on the Myer board, and a number of listener questions. See omnystudio.com/listener for privacy information.
Sep 28, 2017•34 min
On this week's podcast, Alan and James discuss the eventual end of quantitative easing, the ACCC's deeply confusing messages, how gender affects the risk curve for Australian superannuation funds, and answer a bag of listener questions. See omnystudio.com/listener for privacy information.
Sep 21, 2017•24 min
Myer's grim journey since rejoining the ASX took another ill turn this week, so James and Alan ask where it ranks on the all time worst floats in local history. Other big points pondered this week: AGL's political playbook, the new mascot for unpaid super, and China's crack down on bitcoin. See omnystudio.com/listener for privacy information.
Sep 14, 2017•23 min
This week, Alan and James go long on Australia's resources sector that's looking like more and more of a debacle as the year goes along. Also covered: the latest GDP data, an attempted crackdown on strident charities, the latest in the CBA class action, and fresh signs of a super market price war. See omnystudio.com/listener for privacy information.
Sep 07, 2017•22 min
Is it possible for shareholders to sue their own company and come out ahead? James Kirby and Alan Kohler puzzle out this and other conundrums like Qantas' outlook, the prospect of further growth in Australia's housing market, and the dismal state of the men's cricket team in this week's episode of The Money Cafe. See omnystudio.com/listener for privacy information.
Aug 31, 2017•24 min
James Kirby and Alan Kohler pull apart a big week of earnings in Australian business, taking a close look at BHP's dividend play as well as board moves at the Big Australian. The pair also take a look at whether ETFs are such a good bet. See omnystudio.com/listener for privacy information.
Aug 24, 2017•24 min
Alan Kohler and James Kirby remember the horror of the global financial crisis 10 years on and discuss the recovery of the market since 2007. The reunited pair talk about trouble at CBA and if it's cost their position as kingpin. See omnystudio.com/listener for privacy information.
Aug 17, 2017•21 min
James Kirby chats with The Australian's business columnist John Durie on why Ian Narev will survive at CBA . In Alan Kohler's absence they talk about ASIC's dislike for the banks and the outlook ahead for corporate Australia. See omnystudio.com/listener for privacy information.
Aug 10, 2017•25 min
Alan Kohler and David Swan discuss Tesla's range on a road trip to Sydney and Trov.com disrupts traditional insurers, but their big data could be an even more exciting proposition. See omnystudio.com/listener for privacy information.
Aug 03, 2017•25 min
Property reporter Elizabeth Redman steps into the Money Cafe for an extensive chat on the state of Australia's housing market, while Alan provides a poetic tribute to the absent James Kirby, and some thoughts on inflation and monetary policy. See omnystudio.com/listener for privacy information.
Jul 27, 2017•25 min
Stephen Bartholomeusz joins the Money Cafe for a deep discussion of retail, resources and much more. See omnystudio.com/listener for privacy information.
Jul 20, 2017•24 min
This week on the Money Cafe agenda: could a massive boost in ETF activity lift volatily? No end in sight for turmoil over infant formula. The real reason Elon's bringing the world's biggest battery to South Australia. Why Craig Kelly got it wrong on renewables. See omnystudio.com/listener for privacy information.
Jul 13, 2017•24 min
Fairfax suitors are walking away, the RBA is sitting pat, and our retirees should be screaming over the latest changes to Australia's retirement system. See omnystudio.com/listener for privacy information.
Jul 06, 2017•30 min
When fund managers aren't crowing after a solid year on markets, should we start to worry that they've missed an opportunity? Also: making sense of Alex Malley's crash to earth, Christine Holgate's pay, the scandalous state of Australia's retirement community, and what could be next for beleaguered law firm Slater & Gordon. See omnystudio.com/listener for privacy information.
Jun 29, 2017•24 min
Retail writer Eli Greenblat sits in this week for a discussion of the state of the retail sector, who will be hit hardest by Amazon's expansion, and what Australians need to know before the superannuation reforms come in on July 1. See omnystudio.com/listener for privacy information.
Jun 22, 2017•22 min