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This week's Premium edition is ready. Here is what is inside:
The Members Message: the Anti-Fragile Investor. Fragile, robust and anti-fragile portfolios, why we focus on preparation over prediction, and what Taleb's Philosopher's Stone means for how you allocate through a full cycle. The members video is linked inside.
The Oz Economy: the Cotality table with national prices falling again in July, the Brisbane listings chart going near vertical, and the incentives argument, why you cannot blame Albanese for the fall while denying Howard and Keating drove the boom. Watch bank lending for the signal.
Geopolitics: governments stepping in. The coordinated yen intervention, the barrier around China, and the deal-or-no-deal on Iran.
This week's podcast and the full show notes, plus the monthly coaching call with Steve, Tom and Jacob. And a note on the special topic: the stock discussion is coming next week, once we have worked through the earnings.
Read the full edition below.
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