Signals, strategy, and straight talk.
Join Steve, Tom, and Jacob as they dive into the real world of investing. From stocks and property to bonds and the global economy, we simplify complex ideas with bold insights, straight talk, and a touch of humour.
Real investing conversations, not hot tips.
Whether you're just starting out or refining your strategy, this podcast helps you grow your confidence, challenge the norms, and take control of your financial strategy. We cover market cycles, valuation, portfolio structure, investor behaviour, risk management, and the principles behind calmer, more disciplined investing.
Latest from the show
New episodes drop every Monday. Here are the latest.
Episode 151: Cash Equals Options
Why holding cash is a position, not a loss, and why you can't rebalance a house
Episode 150: Sanctions, Oil and Three Years On
Three years of the show, Iran sanctions and the case for the Enneagram in coaching
Ep 149: The World Order Is Breaking
Global realignment, China's lending, private credit risk and Australian property
Episode 148: The Anti-Fragile Investor, Part 2
Taleb's operational principles, the barbell strategy and volatility drag in practice
Episode 147: Oil Wars, Crypto Chaos and a $20B Leverage Lesson
Hormuz tensions, a crypto cold storage hack and the real maths of compounding
Episode 146: The Anti-Fragile Investor, Part 1
Taleb's Incerto, the Kelly Criterion and building a portfolio for the whole cycle
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