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

Mailbag: incl. Are bank shares just a Ponzi? December 22, 2024

2024-12-2101:20:48

The challenges for the Australian economy in 2025. December 20, 2024

2024-12-2001:21:36

Mailbag: incl. How can we find takeover targets? December 15, 2024

2024-12-1401:09:47

Gaming, interest rates… and coffee? December 13, 2024

2024-12-1301:15:44

Mailbag: incl. Are ETFs just fancy CDOs? December 8, 2024

2024-12-0701:24:46

Why productivity is so hard to deliver. December 6, 2024

2024-12-0659:16

Mailbag: incl. A new geopolitical reality? December 1, 2024

2024-11-3001:11:53

The problem with modern-day economics. November 29, 2024

2024-11-2901:35:50

Mailbag: incl. Are the academics right? November 24, 2024

2024-11-2301:13:48

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

2024-11-2201:24:37

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

00:00

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

#box-pro-ellipsis-173525999354592{-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