Mailbag, incl: Is it time to get defensive? February 1, 2026
31/1/2026 | 1h 23 mins.
– In which phase of the market cycle does the Small Cap sector generally get the love? – Is it time to get defensive? – Should I hold Bitcoin directly or through an ETF – Does mean reversion apply to small caps and AI? See omnystudio.com/listener for privacy information.
Is there an AI ‘employment ice age’ coming? January 30, 2026
30/1/2026 | 1h 47 mins.
– Inflation surges – Gold soars, Australian dollar soars. And the US dollar is sinking. – An “employment ice age is coming”, according to some. See omnystudio.com/listener for privacy information.
Mailbag, incl: What is going on in Japan? January 25, 2026
24/1/2026 | 1h 20 mins.
– Ethical investing and the sleep-at-night test – Notes from a loyal listener – What on earth should we make of Japan? – What about doubling the GST and paying it back as a dividend? See omnystudio.com/listener for privacy information.
Is it our turn to try tariffs? January 23, 2026
23/1/2026 | 1h 20 mins.
– Where is confession season? – Valuations are high, but many have fallen? – Is it our turn to try tariffs? See omnystudio.com/listener for privacy information.
Stocks In Focus: Woodside, January 21 2025
21/1/2026 | 18 mins.
This week, Scott talks to Motley Fool analyst Mitchell Lawler about oil and gas giant, Woodside (ASX:WDS) See omnystudio.com/listener for privacy information.
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