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PME, XRO & TLS killin' it, VDHG for life? Too late to FANG? A.I. bubbles & why Deremith is off my Christmas card list

Australian Investors Podcast

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The Impact of Interest Rates on the Automotive Industry

The instant asset write-off is effectively ending on June 30th. The impact that that's going to have for some businesses, what does that mean? If you're a small business, which is pretty big to be honest, it's most of Australia,. You can purchase anything, any usable asset or a car or something like that, and you can instantly claim it as a tax production. But I actually think that you've got to get inflation on the control. It seems like the cost of getting inflation to a figure that we don't know is particularly good or bad is actually a positive. And if interest rates are doing nothing? Well, they're like they've done nothing. We

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