Motley Fool Money Mailbag, incl: How long should I stay in cash? November 9, 2025
13 snips
Nov 8, 2025 The hosts delve into whether government stakes in private companies are beneficial or risky for taxpayers. They discuss the booming AI landscape, emphasizing key considerations for retail investors eyeing mega-deals. There's an intriguing debate on how the CBOE's expansion could impact ASX listings and competition among exchanges. Listeners ponder the best strategies for staying in cash when the market seems pricey, and insights are shared on navigating stock mergers and effectively dollar-cost averaging between investments.
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Risk Of Government Stakes In Companies
- Government ownership of companies creates conflicts between regulatory roles and shareholder incentives.
- Andrew Page warns it risks slippery slopes unless managed at strict arm's length with clear rules.
Get Shares, Not Just Handouts
- If governments must support firms, demand equity or put assets into a sovereign fund to preserve taxpayer value.
- Scott Phillips recommends transferring those shares to an arm's-length fund like the Future Fund.
AI Investment Is Experimental But Different
- Big AI deals are experiments with uncertain outcomes and inevitable wasted capital.
- Ram Page says large firms have balance sheets and cashflows that reduce risk versus past tech bubbles.