The Money Puzzle

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.

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.

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.

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.

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.

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.

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/liste...

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 o...

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.

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.

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.

James and Alan have packed up the Money Cafe and taken it to Sydney for their first live podcast! In this episode they discuss the tug between stimulus and surplus, whether boomers will have to work forever, the long-term outlook for rates and the murky merits of a charismatic CEO.   See omnystudio.com/listener for privacy information.

With a new boss at the big Australian, James and Alan begin their conversation in the Money Cafe this week by weighing up the merits of internal promotion in large companies. They also ponder Afterpay's change in fortune, the latest in Chinese interest in Australian property, and the country's financial mansplainers.   See omnystudio.com/listener for privacy information.

It's drinks all round at the Money Cafe this week as James and Alan toast a million downloads, wonder about the long-term outlook for Australian banks, not the inconsistency between what the RBA and the government is saying about the economy, and stress the difference between a tax agent and a financial adviser.   See omnystudio.com/listener for privacy information.

The Australian's John Stensholt joins Alan in The Money Cafe for a spring update on the list of the nation's wealthiest, as well as a look at the state of horse racing, and a grab bag of listener questions.   See omnystudio.com/listener for privacy information.