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25 May 2026
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Episode 4 focusses on the revival in retail stocks, goals based investing, global LICs, the Australian housing market, short selling, those pesky bikes on our streets and a practical use for Bitcoin.
Episode 3 focusses on the small cap rally, how to recognise good startups, Bitcoin, retirement spending, tourism, a new product misrepresenting its features and a Chris Cuffe classic from our archives.
This week in 'Inside Investing', James and I discuss fund manager expectations, Paul Keating on retirement and life expectancy, fixed interest risks, a2 Milk, quirky wills and remuneration.
Cuffelinks and Livewire Markets have teamed up for a weekly podcast called 'Inside Investing'. We will take you inside the world of producing our newsletters, meeting the people and sharing ideas from our articles.
How was your asset allocation last year? Take a look at every financial year since 1998 and there's no pattern. Please complete our quick survey on the best and worst for 2017/2018.
After almost a decade and strong outperformance, Chris Cuffe announces that his Australian equities fund will close to new investors at the end of August 2017. Management fees are donated to charities.
A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.
Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.
From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.
Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.
Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.
The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.
The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.