March 15, 2024Episode 7017 min
US CPI stubbornly not returning to target, who Cooda Node?
We talk about US CPI, Jeremy Grantham's latest missive, Financial Toolbar Chrome Extension and a quick look at Cisco Systems $CSCO
Episodes
73
Latest episode
Mar 2024
Language
EN
About the show
Two salty guys talking about all things investing.
Listen to episodes
March 8, 2024Episode 6921 min
Small Caps offer better value than Large Caps
We talk about Australian GDP, S&P 500 Tech sector record Price to Sales ratio, S&P600 Small Caps PE lattractiveness and a quick look at Somero Enterprises $SOM
March 3, 2024Episode 6827 min
How nuts is NVIDA?
We talk about Retail trade & CPI, half year results from Adairs and Dusk, GMO 7 year forecasts, the craziness of NVIDA and a quick look at Texas Pacific Land Corporation $TPL
February 23, 2024Episode 6719 min
Is it time to switch to Energy?
We talk about the valuation gap between the S&P 500 Energy & Tech sectors, market concentration of the top 10% of stocks and a quick look at Singapore Exchange Ltd $SPXCF
February 16, 2024Episode 6623 min
Aussie Unemployment ramps up.
We talked about Aussie unemployment, US CPI, GMO on S&P500 concentration, Microsoft vs US Energy sector and a quick look at Unilever $ULVR
February 9, 2024Episode 6525 min
The Australian Dream gets further out of reach.
We talked about Australian CPI and housing, Nick Scali results, US Non-farm payrolls data, market cycles & a quick look at BOLSA MEXICANA DE VALORES $BOLSA/A
February 2, 2024Episode 6421 min
Aussie Inflation Crashes!
We talk about Australian CPI and retail sales and take a quick look at Nick Scali Ltd $NCK
January 28, 2024Episode 6324 min
Interest Rate & Tax Cuts. What's not to like?
We talk about the atest NAB Business suvey, the Kouk's predictions Aussie unemployment $CPI and a quick look at Car Group Ltd $CAR
December 22, 2023Episode 6228 min
2023 in Review
We talk about the Fed pivot and possible outcomes for the stock market. Chapter 11 filings on the rise, a review of stocks covered on the podcast this year and a quick look at Objective Corp OCL.
December 15, 2023Episode 6128 min
Powell turns dovish, stocks rip.
We talk about Powell's dovish comments, the Feds dot plot, Aussie unemployment rate, real disposable income collapse and a quick look at Korvest Ltd $KOV
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