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2 September 2025
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Australia’s energy transition will take decades to complete because new renewable generating capacity in the far-flung locations will require transmission capacity to be added. And we're well behind schedule on this.
James Gruber hosts regular guests, Firstlinks' Graham Hand and Morningstar's Peter Warnes, to discuss key investment issues to help build your wealth. Going forward, there'll also be interviews with Australia's top fund managers.
In this episode, Graham and Peter buy into the moves to control house prices, discuss the massive debate on age pension assets test, interview Antipodes' Jacob Mitchell, and observe buyers chasing long-term assets.
This episode of Wealth of Experience discusses who won and lost in August reporting, missing the point on franking, how tax reform picks favourites, two grumps, and features an interview with Christian Baylis.
This episode of Wealth of Experience covers company profits, your views on retirement, buying houses and financial advice, and Emma Fisher chats with Graham about picking companies not themes or trends.
The next episode of Wealth of Experience with Graham Hand and Peter Warnes covers Top 20 stocks then and now, Brambles, defining retirement income, performance fees and Nick Griffin’s ideas and outlook.
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.