The Money Puzzle

Gold is back in vogue with investors, but what about cryptocurrencies? James and Alan discuss the idea of reserve banks creating their own digital currencies on this week's episode of The Money Cafe, as well ass the ongoing disaster at Crown, the prospect of investing in scotch, and the growing love for a Biden win on financial markets.   See omnystudio.com/listener for privacy information.

With the RBA indicating another rate cut is imminent, Alan Kohler and James Kirby convene in the virtual Money Café to question how low Lowe will go. The duo also discusses whether government spending will really drop next year and why they’re only half as worried as they were about mortgage deferrals.   See omnystudio.com/listener for privacy information.

As the dust settles from Tuesday’s federal budget, Alan Kohler and James Kirby reconvene in their traditional Money Cafe time slot to trawl through the budget’s entrails while looking into super reform and pondering where they would spend an extra $10 billion on top of the budget.   See omnystudio.com/listener for privacy information.

James and Alan jump in to a spare room at the 2020 Federal Budget lockup to discuss a massive slate of fiscal measures largely already announced. It's a podcast of big numbers: debt, deficit, population growth and tax cuts all feature prominently.   See omnystudio.com/listener for privacy information.

James returns to the Money Cafe just as an enormous Federal Budget looms on the doorstep. This week, he and Alan discuss what next week's budget could contain, the increasingly bifurcated Australian property market, and how anemic interest rates should change the way you view a mortgage rate fix.   See omnystudio.com/listener for privacy information.

With James Kirby still on a locked down holiday, Alan is joined in the Money Cafe by Chris Weston, head of research at Pepperstone. Together the two of them look at the RBA's messaging on rates, the prospects of a drag-out Presidential election, how young investors can negotiate a turbulent economic cycle, and the maths on Afterpay.   See omnystudio.com/listener for privacy information.

Alan Kohler puts the markets under the microscope in this week’s episode of The Money Cafe as he is joined by Author and Publisher of The Pain Report, Jonathan Pain. The pair discuss what the Fed’s been up to, why Jonathan is shorting the Nasdaq, the working from home revolution, and much more.   See omnystudio.com/listener for privacy information.

This week on The Money Cafe, James and Alan chat about the widening gap between markets and the economy, vaccine insurance, the increased pressure on Rio Tinto's leaders after the Juukan Gorge fiasco and Warren Buffet's very diverse views on diversification.   See omnystudio.com/listener for privacy information.

Alan Kohler and James Kirby are back in the virtual café to flesh out yesterday’s GDP figures and why the recession label doesn’t capture the current economic situation. The duo also look at IOOF’s acquisition of MLC, the Future Fund’s warning sign and why residential property signals are deteriorating.   See omnystudio.com/listener for privacy information.

Alan's back in the virtual cafe this week, and has a lot to catch up on as between market moves and corporate misbehaviour. He and James discuss the epic battle between commercial landlords and retailers, the institutional investors that were out for revenge against AMP, and how markets could react to a change in the White House.   See omnystudio.com/listener for privacy information.

 Top financial adviser Sally Huynh joins James Kirby in this week’s episode of The Money Café for a discussion on the key issues and investment trends emerging from COVID including gold’s spectacular rally, early super withdrawals and the state of industry funds as airports and toll roads struggle.   See omnystudio.com/listener for privacy information.

Resources expert Tim Treadgold joins James Kirby in the cafe this week for a detailed discussion about gold, iron ore, lithium, and how government stimulus could be a major boon for mining generally.   See omnystudio.com/listener for privacy information.

Buy now, pay later companies are eating up an increasing share of the retail transaction market at a time when credit cards are on the wane. It's another example of neglected customers finding a better experience with an innovative start-up product. But is regulation keeping up with the pace of change, and should consumers be more wary of these lending systems as a historic recession rocks the wor...

With Alan on a lockdown holiday, James is joined by financial adviser Doug Turek for a distanced chat about how he is managing portfolios in 2020, and the haunting sense hanging over markets.   See omnystudio.com/listener for privacy information.

This week on The Money Café, James Kirby and Alan Kohler look ahead to the upcoming earnings season, look at what’s going on at CSL, examine the magnitude of early super withdrawals, mull over why Solomon Lew bought Myer and more.   See omnystudio.com/listener for privacy information.

Federal Treasurer Josh Frydenberg has revealed the incredible damage COVID-19 has wreaked on Australia's finances. But a closer reading of the budgetary assumptions reveals a mix of optimism and pessimism. James and Alan discuss what is and isn't meaningful in the news, and whether we are destined for a depression in this week's episode. Also covered: more MMT debate, the outlook for deferred loan...

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 ea...

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.

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.

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...

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.

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...

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.

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.

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.