The Treasurer's mini-budget update on July 23 will be one of the most keenly anticipated Zoom calls of the year. Alan and James discuss the budgetary and human considerations being weighed up in this week's Money Cafe, and compare communist financial management to the MMT trend. Also discussed: Afterpay's valuation, gold ETFs, the huge fund manager leaning into cash, and the long-term impact of early super withdrawals. See omnystudio.com/listener for privacy information....
Jul 16, 2020•41 min
With Alan off-duty, James invites Vanguard's Robin Bowerman on for a comprehensive explanation of how exchange traded funds work, and the ways that ETFs can help and hurt an investing strategy. See omnystudio.com/listener for privacy information.
Jul 09, 2020•33 min
Alan has created quite the stir through his recent fascination with modern monetary theory, or MMT. So, this week he and James thrash out the logic and potential drawbacks of this radical shift in thinking, and explain how Money Cafe listeners should prepare for a potential change in policy. See omnystudio.com/listener for privacy information.
Jul 02, 2020•40 min
Introducing a brand new podcast from The Australian: 2020 has seen the world reshaped at an unprecedented pace. Eras that once spanned a decade fly past in the space of a month. Trends that lasted weeks are lucky to survive an entire day. Technology is accelerating a lot of these changes, but could it also steer us towards a safer, fairer future? Forward Slash is a podcast series about how massive change and technology are colliding in our present moment. New episodes will be released fortnightl...
Jun 26, 2020•2 min
This week on The Money Café, James Kirby and Alan Kohler look into the number of new investors coming into the market, Qantas’ latest job cuts, the risk-reward ratio of bonds, and answer a number of listener questions. See omnystudio.com/listener for privacy information.
Jun 25, 2020•25 min
Zombie companies loom on the horizon of this week's episode as James and Alan discuss the potential impacts of the US Fed buying up bonds from businesses wounded by the COVID-19 shutdown. In Australia, Job Keeper appears to be the only measure keeping the lights on for many smaller hospitality businesses. How can these measures be unwound? Also discussed: the RBA's property freeze suggestion, and the surprisingly positive year for your super balance. See omnystudio.com/listener for privacy infor...
Jun 18, 2020•25 min
This week Alan Kohler and James Kirby make their long awaited return to the Money Cafe to mull over the stock market recovery following the best 50 days on the market… ever, the disparity between credit card interest rates and buy-now pay-later firms, and punch through a treasure trove of listener questions. See omnystudio.com/listener for privacy information.
Jun 11, 2020•33 min
A week of mass protest in the streets of America hasn't subdued Wall Street. Is this rally too good to be true? James and Alan ponder how long stocks can soar in the face of civil unrest in this week's episode of The Money Cafe, and consider how the grim outlook for GDP should be read. See omnystudio.com/listener for privacy information.
Jun 04, 2020•41 min
Stephen Mayne joins James in the Money Cafe this week for an episode largely focused on a rash of capital raisings. Is the current system set up in a way that is unfair to retail investors? Why have some famous rich listers not opted into their own raisings? And which offerings were the real winners in this batch? See omnystudio.com/listener for privacy information.
May 28, 2020•52 min
Have we entered the Land of Oz? Where markets and the economy can persist in divergent realities? James and Alan space out on the big questions in this week's episode The Money Cafe, and attack a rising bag of listener questions. See omnystudio.com/listener for privacy information.
May 21, 2020•42 min
After the release of today’s confronting employment figures, Alan Kohler and James Kirby unpack the numbers and reveal the true damage to Australia’s labour force. The duo also discuss the Commonwealth Bank’s grim forecast for property prices in this week’s episode of The Money Café. See omnystudio.com/listener for privacy information.
May 14, 2020•43 min
Have markets found the floor, or are we looking at another dip coming down the tracks? James and Alan compare notes on recent history and consider the shaky case for optimism in the future in this week's episode of The Money Cafe. See omnystudio.com/listener for privacy information.
May 07, 2020•39 min
Alan Kohler and James Kirby get stuck into a big week in finance which has been dominated by the banks and more big movements in the oil price. They also look to the US and whether its largest GDP contraction since the GFC is just the beginning of a deep recession. See omnystudio.com/listener for privacy information.
Apr 30, 2020•47 min
James is back in the Money Cafe for a meaty discussion of a dramatic week of business news. Crashing oil prices have left some traders scrambling for space in the garage for a few extra barrels, and the RBA has issued an economic update that may have under-stated the depths of Australia's economic dip. See omnystudio.com/listener for privacy information.
Apr 23, 2020•45 min
As March 23 becomes further and further away, Alan Kohler is joined this week by Principal of Minack Advisors, Gerard Minack, to ponder whether we have in fact, seen the bottom. They also question the IMF’s bullish economic outlook and dissect how a potential second wave of COVID-19 might impact Australia socially and economically. See omnystudio.com/listener for privacy information.
Apr 16, 2020•34 min
Analysts have started to try and call the bottom, but could we see a bear market rally or just a dead cat bounce? James and Alan discuss the latest market data in this week's episode, along with the true value of PE ratios in the absence of guidance, the dilemma residential landlords find themselves in, and the curious popularity of $100 notes in Australia's circulation. See omnystudio.com/listener for privacy information.
Apr 09, 2020•43 min
In this week’s isolation podcast, Alan Kohler and James Kirby unpack the government’s extraordinary JobKeeper package, the impact it will have on future budget deficits and marvel at technological developments being used while in isolation. See omnystudio.com/listener for privacy information.
Apr 02, 2020•46 min
In this week's isolation podcast, James and Alan look at where the big money is hovering ahead of the recovery, wonder how fund managers can withstand the market crash, and answer a swag of listener questions. See omnystudio.com/listener for privacy information.
Mar 26, 2020•46 min
The Money Cafe has gone remote, so it's now a BYO coffee affair. In this week's episode James and Alan ponder the current state of affairs facing the markets with coronavirus front and centre for investors, look at whether to switch your superfund to cash, and contemplate when the market might begin to show signs of recovery. See omnystudio.com/listener for privacy information.
Mar 19, 2020•38 min
Indiscriminate sell-offs have swept through the ASX, but what companies can be seen as reasonable prospects in a recovery? James and Alan pick through the latest market dramas, and answer a few listener questions. See omnystudio.com/listener for privacy information.
Mar 12, 2020•26 min
Emergency edition! James and Alan sit down for an extra coffee to discuss a dramatic few days on the market, and what could come next for the nation's toilet paper stockpiles. See omnystudio.com/listener for privacy information.
Mar 10, 2020•32 min
Alan Kohler and James Kirby catch up in the chaos of this week to make sense of the market correction and whether it is a buying opportunity. They also question the toilet paper hysteria and look at the appeal of buying gold ETFs, plus much more. See omnystudio.com/listener for privacy information.
Mar 05, 2020•33 min
After a turbulent week in global markets, Alan and James discuss how deep and how long this coronavirus hit will last and question whether a global recession is now inevitable. They also discuss the feasibility of using the big three miners as income stocks, plus much more. See omnystudio.com/listener for privacy information.
Feb 27, 2020•29 min
After a brief dip, the ASX has resumed its soar towards blue skies despite global fears over the impacts of coronavirus. Could the disease actually be a good thing for markets? Alan and James discuss this, along with a disappointing start to earnings season and the latest spate of wage scandals on The Money Cafe this week. See omnystudio.com/listener for privacy information.
Feb 20, 2020•31 min
After a revealing week of reporting season, Alan Kohler and James Kirby catch up on The Money Café to discuss the fallout from AMP’s dividend cut, CSL’s continued dream run and CommBank’s surprising profit results. See omnystudio.com/listener for privacy information.
Feb 13, 2020•35 min
What does it mean when markets are forging on while analysts predict a serious coronavirus shock? Alan thinks this is a sign of perverse markets, and James has an eye on the stocks that will determine the fate of many investors this earnings season. See omnystudio.com/listener for privacy information.
Feb 06, 2020•34 min
James and Alan reconvene the Money Cafe for another year with coronavirus fears swirling in the air. Will an epidemic force a recession in China and a broader market plunge? Analyst models have painted a pessimistic picture of the year ahead for Australian investors, but Alan isn't sure how much that really matters. And, of course, listeners have their say with some loquacious submissions. See omnystudio.com/listener for privacy information.
Jan 30, 2020•29 min
The Money Cafe wraps up a big year in business by reflecting on the wins and dramatic failures, and trying to get through as many listener questions as possible. Many thanks to all of you who listened and wrote in this year, and best wishes for a happy and healthy holiday period. We will resume transmission at the end of January. See omnystudio.com/listener for privacy information.
Dec 12, 2019•37 min
After a week where markets fell out of bed, what will a fresh decade bring? James and Alan discuss rates, houses, markets and more in this episode of The Money Cafe. See omnystudio.com/listener for privacy information.
Dec 05, 2019•36 min
It's been a week of highlights for the ASX and lowlights for Westpac. James and Alan chew over the fallout from the major bank scandal in this week's Money Cafe, as well as Gerry Harvey's fierce performance at the Harvey Norman AGM, the impact of recent RBA speeches, and the outlook for gold. See omnystudio.com/listener for privacy information.
Nov 28, 2019•36 min
