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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 Importance of Cash Flow Challenges in Small Business Owners

Interest rates aren't the save or do-all that we've always thought they were. There are other influences on the economy and we need to be doing more elsewhere than not just increasing interest rates. But who knows? But my, that's the thing, like this instant asset right off, I love it. Don't get it wrong. Business owner might, yes. But that's stimulatory in a huge way. So that kind of stuff needs to be cut out,. Yeah, fiscal policy has to pull back. So government stimulus has to pulling back rather than just monetary. And that's the whole point, right? You can't have one with the pedal down and the other one

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