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3 September 2025
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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.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
Despite mixed ASX results, the market has shown surprising resilience. With rate cuts ahead and economic conditions improving, investors should look beyond short-term noise and position for a potential cyclical upswing.
BWT Trust has moved to bring management in house. Meanwhile, many of the properties it leases to Bunnings have been repriced to materially higher rents. This has removed two of the key 'snags' holding back the stock.
With APRA phasing out bank hybrids from 2027, investors must reassess these complex instruments. A synthetic hybrid strategy may offer similar returns but with greater control and clearer understanding of risks.
The magnitude of founder Jensen Huang’s selldown may seem small, but the signal is hard to ignore. When the person with the clearest insight into the company’s future starts cashing out, it’s worth asking why.