Mailbag: incl. Regrets, we've had a few! January 29, 2023

1

Introduction

00:00 • 2min

2

Is There a Higher Chance of More Interest Rate Increases?

01:51 • 2min

3

The RBA's Biggest Challenge Is the Feedback Loops, Right?

03:41 • 4min

4

I Don't Think Inflation Is Going to Stay at These Levels Forever

07:52 • 2min

5

I've Been Investing for a Long Time, but I Don't Hate You, Scott!

10:17 • 5min

6

The Scuttlebutt Method of Pedaling

15:39 • 2min

7

Is Growth Going to Be Hard to Come By?

18:02 • 3min

8

I've Got 100 Years of Sales Before I Go Break, Right?

21:30 • 2min

9

How to Sell Out a Deep Value Thesis

23:08 • 2min

10

The Market Game, the Share Market Game?

25:37 • 3min

11

Is Four Weeks Better Than What They've Got Now?

28:21 • 5min

12

Small Cap AGMs Are Great

33:16 • 2min

13

I'm a Better Analyst by Attending Iogems, Mate.

35:27 • 2min

14

The Mistake Is Putting Your Head in the Stand

37:39 • 2min

15

Is the Home Going Fast?

39:37 • 5min

16

The Scuttlebutt

44:46 • 5min

17

Is It the Cyclicality or Something Else That Makes This Sector a Secondary Priority?

49:31 • 2min

18

The World's Electrifying

51:15 • 5min

19

The Challenge of a B2B Industry

56:33 • 3min

20

Is BHP a Good Business?

01:00:02 • 1min

21

Why I Don't Buy Resources

01:01:19 • 6min