The beauty of the ‘affinity play’. November 1, 2024

Update: 2024-11-01

Description

– The beauty of the ‘affinity play’

– Growth… or a moat?

– Navigating US election uncertainty

– Median house prices soar… again.

See omnystudio.com/listener for privacy information.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Is the Buffett Ratio flashing ‘Sell’? November 22, 2024

2024-11-2201:24:36

Mailbag: incl. Your list sounds like Uncle Warren’s. November 17, 2024

2024-11-1601:22:08

Productivity is finally on the agenda… November 15, 2024

2024-11-1501:24:14

Mailbag: incl. The perils of low P/Es. November 10, 2024

2024-11-0901:11:46

In the wake of the US election… November 8, 2024

2024-11-0801:12:57

Mailbag: incl. Where does the debt come from? November 3, 2024

2024-11-0201:26:59

The beauty of the ‘affinity play’. November 1, 2024

2024-11-0101:13:25

Mailbag: incl. Did I just find free money? October 27, 2024

2024-10-2601:18:36

Shock! Banks call for a reduction of the lending buffer. October 25, 2024

2024-10-2501:15:58

Mailbag: incl. The bear case for Bitcoin. Sort of. October 20, 2024

2024-10-1901:24:26

Card surcharges to go... Don’t cheer too loudly. October 18, 2024

2024-10-1801:15:48

Mailbag: incl. The 5 things we want in an investment. October 13, 2024

2024-10-1201:35:33

Bonus mailbag edition! October 11, 2024

2024-10-1101:03:39

Mailbag: incl. Is financial advice necessary? October 6, 2024

2024-10-0501:30:42

Good retail sales is… bad news? October 4, 2024

2024-10-0401:29:36

Mailbag: incl. I have listened to you and now I’ve lost all of my money. September 29, 2024

2024-09-2801:13:01

Is the government going back to 2019? September 27, 2024

2024-09-2701:18:00

Mailbag: incl. What would the economy look like without COVID? September 22, 2024

2024-09-2101:15:14

Tupperware loses more than a lid or two. September 20, 2024

2024-09-2001:18:39

Mailbag: incl. What to do with a $1m inheritance? September 15, 2024

2024-09-1401:25:35

00:00

The beauty of the ‘affinity play’. November 1, 2024

#box-pro-ellipsis-173236291918066{-webkit-line-clamp:2;}The beauty of the ‘affinity play’. November 1, 2024

The beauty of the ‘affinity play’. November 1, 2024

LiSTNR

The beauty of the ‘affinity play’. November 1, 2024