The TMM Podcast
We’re excited to share that today’s episode of the TMM Podcast features special guest Craig Cobb from The Grow Me Co. Craig is a long-time expert in cryptocurrency with years of experience educating traders and investors on how to navigate the space with a systematic approach. This episode is packed with insights you won’t want to miss. We’re also looking forward to bringing you more special guests in the future as we continue to grow the show
Episode 100 of the TMM Podcast is coming next week and we couldn’t be more excited. Over the past few years we’ve shared our contrarian take on markets, spoken about why most investors get valuations wrong, unpacked our 8 investment principles including the Risk Hierarchy, and introduced the Three Wells framework. To celebrate this milestone, we’re packing Episode 100 with the insights and strategies we use every day at TMM, from managing short-term volatility to thinking about long-term compounding. It’s going to be a mix of reflection, practical lessons, and straight-up investing truth. Make sure you tune in, this one’s not to be missed.
This weeks topics
- More bubble talk. Beware the dollar cost averaging arguments.
- Developed and some emerging markets join the party. Remember correlation.
- Should we worry about US house prices?
- Trump goes after the Federal Reserve.
- Lesson of the Week - When you start determines where you end up.
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The Party's in Full Swing
The OZ Economy
Let's start off the week with a bubble article. The short version is that ASX is becoming overvalued and so we need to be cautious here and that means rebalancing when things are going better than expected.
Are we in a bubble? We don't think so as the valuation is not excessive, however the US is driving many markets to become overvalued. And as we say if the US crashes, the ASX will go with it.
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When stock markets become expensive as it currently is, you won't see the government rushing to assist you in buying stocks. Because property is now politcal, the government rushes in and pours petrol on an already raging fire. Governments have been doing this for around 25 years.
But will this push house prices up?
As we keep repeating, if property is such a great investment, why do we need to subsidise it?
Caveat Emptor.
Lesson of the Week
Always think about the range of returns. Because we have bear and bull markets, investors will receive above average returns or below average returns depending on the time period. Low CAPE ratios lead to higher returns.
Blog - Timing the Market with the 3 Wells
Throughout the market cycle, a constant question an investor asks themselves is how should I allocate my funds when everything is expensive. It can be summarised as buy low sell high, but when it comes to actually allocating the question is how much at each point in time....
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