show episodes
 
Each week, host Richard Carroll discusses a different musical with smart and hilarious guests, including Joel Creasey, Lucy Durack, Leigh Sales, David Campbell, Virginia Gay and Julia Zemiro. Each musical gets an in-depth going-over – from deconstructing the minutiae of the plot, to fan-girling over the songs, reminiscing about the impact of the musical on our lives, and interrogating the unanswered questions we’ve always wanted resolved.
 
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show series
 
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a "wonderful comp…
 
The big question for the Pentagon was why the US collapsed so quickly. They could blame the winter and the mountains – but the Chinese had to contend with those as well. And the US wasn’t sure what their next move was. Truman wanted a quick settlement, but MacArthur wanted escalation. There something secret here that only members can see. Probably …
 
Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limited, EVP of Products and Payments at CIBC, one of Canada’s five top banks, CEO and Managing Director of ANZ National Bank Limited, New Zealand's largest bank and wealth business, Managing Director of ANZ…
 
When you’ve been up to no good, and you get caught out, you have two options. Nero, like Ray, is a Number 2 kind of guy. In this episode, he goes after two significant Stoics, Thrasea Paetus and Barea Soranus, with trumped up charges. And we farewell one of our fans and friends, Victor Santochi. RIP mate. The post Nero #36 – Two Options appeared fi…
 
Why investing is a little like musical chairs at the moment; why we should like it when the market makes mistakes; Apple announces BNPL service; changes to cash rate; Pulled Pork on PGL; Yancoal takeover update; Iron Ore no longer a Josie; fundie performance limited by short-termism; how to stay sane during corrections; reporting of qualified audit…
 
As they are swiftly kicked out of Korea by Mao’s forces in December 1950, everyone seems to be angry at America. The Chinese, the North Koreans, the South Koreans, the British… even the Americans are angry at themselves. Because, like Mexico, they didn’t send their best people. There something secret here that only members can see. Probably an audi…
 
On this episode: A Borgia gets the Pope’s chestnuts fondled in the Vatican, why the the Last Supper is not a Seder, and a hole in Jesus’ temple. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And probably very, very sexy. So …
 
My circle of competence is just QAV ; Election result, investing implications ; SEQ and the “second buy line” ; outperformance by founder-led companies ; NHC’s big drop ; YAL halt ; Murph from ABC died ; Howard Marks’ latest memo on investor psychology ; Sri Lanka defaulting on $18bn of bonds. ; Underemployment rate now at 6.1% ; NUF has new result…
 
Leonardo starts work on the Last Supper. It’s a big deal and he wants to get it right. His will be the ULTIMATE Last Supper painting. Sadly, today it’s a piece of shit. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And proba…
 
A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the Heard” (http://www.contratheheard.com). They've been around a long time, have a track record almost as good as Tony's, and they have a checklist! And when I reached out to them to invite them on to the …
 
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rate…
 
Today we’re talking to Katharine Gregorio, author of “The Double Life of Katharine Clark, The Untold Story of the American Journalist Who Brought the Truth about Communism to the West”. Clark was her great-aunt, a foreign correspondent who, while posted in Belgrade in the mid-1950s, befriended Milovan Djilas, the former heir apparent to Tito in Yug…
 
Today we’re talking to Katharine Gregorio, author of “The Double Life of Katharine Clark, The Untold Story of the American Journalist Who Brought the Truth about Communism to the West”. Clark was her great-aunt, a foreign correspondent who, while posted in Belgrade in the mid-1950s, befriended Milovan Djilas, the former heir apparent to Tito in Yug…
 
There’s blood on the streets! We introduce the underlying commodity Josephine rule, MML is now X64, aluminium is a sell, iron ore sell fudge, RBA lifts interest rates, Rule 1 price for penny stocks, pulled pork on PDL, what is a "Cash settled total return swap”, investing during interest rate rises, Alumina v Aluminium, Rule #1 alerts when you’ve b…
 
I was musing, in the last episode, about whether or not sanctions have ever worked. Are they even legal? Over the last two decades, international economic sanctions have become a central instrument in global governance. Today we explore the success rate and the real intentions of sanctions as a tool of Total War. The post BFTN 107 – Do Economic San…
 
When Gian Galeazzo died in 1494, Ludovico Sforza finally became the official Duke of Milan. One of the first things he did was commission Leonardo to paint The Last Supper. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And p…
 
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and how the ASA can help. Later we talk about: BRK AGM this weekend, China’s lockdown, Netflix’s stock price, PGL on our buy list, the Solomons and China, the BHP/WPL de-merger, over-exposure to mining and…
 
MacArthur can feel victory slipping through his fingers in Korea. He was certain the Chinese had been scared off. He was very, very wrong. His choice lay between escalation or humiliation. There something secret here that only members can see. Probably an audio player or something. HOW TO LISTEN If you are seeing this message, it means you aren't a…
 
Afterpay losses explode; natural gas prices at 13-year high; Stocks of the week; Portfolio update; selling SFC; Yield curve has righted itself; BRK has invested $22bn in purchases this year; PRU pulled pork; where to find board ownership if no SD; foreign connections to a non-democratic country; How does TK determine number of stocks he owns?; the …
 
With the recent demise on our show of Nero's favourite Stoic, Seneca, we wanted to go balls deep on Stoicism. To help us out, our guest Michael Tremblay, who has a PhD in philosophy, where he studied Stoic ethics and education, came on and talk to us about the history and ideas behind the philosophy and the importance of Seneca. Here's part one of …
 
One of Leonardo’s tricks was the use of sfumato – using hazy, smoky outlines, instead of using harder lines as boundaries between objects, instead of white lines (which should only go up your nose). Another trick was the use of complex perspective. To understand these ideas in detail, he needed to dissect more than a few brains – and to learn the r…
 
Back to the Korean War and the Battle of Chosin Reservoir aka Lake Changjin. China and the UN/ROK forces fight in freezing cold temperatures. Well, when I say “fight”, I mean the UN forces were “advancing in a different direction”. There something secret here that only members can see. Probably an audio player or something. HOW TO LISTEN If you are…
 
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