This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and what retail investors keep getting wrong. We also dig into the...
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs...
This week Tony’s back from the Murray River, and we dive straight into the chaos: oil sliding on yet another Trump-Iran “peace deal”, the Japanese yen rescue and what it might mean for US bond yields, and the spectacular implosion of a 24-year-old’s AI hedge...
This week we sit down with Haren Bhakta, founder of insideownership.com and the newly launched OWN ETF, to dig into why founder-led, skin-in-the-game companies consistently outperform the broader market. Haren walks us through the Inside Ownership 100...
This week we do a deep dive Pulled Pork on NRW Holdings (NWH), the Perth-based engineering and mining services contractor that has surged 123% in the past year and sits comfortably in a few of our portfolios. Tony walks through the full QAV scorecard, the...
This week we pay tribute to Sam Neill, run through a bunch of impressive member FY results (including one bloke who beat the market by 8.5 times), and debate whether Brent crude is a buy or a Josephine. Tony does a deep dive on IVE Group (IGL), Australia’s...
