Andy, James and Andre Talk Money Stuff: Recent Episodes
Andy and Andre
Andy and James are financial professionals. Andre is new to investing. All are new to podcasting. Together they'll discuss their journeys through the world of investing and wealth creation.
Andy is off sick but James and Andre hold the fort, discussing financial hygiene, investing opportunities and fostering the behaviour of investing in kids....
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Off into the weeds, again we march. The boys discuss current events and readings and go deep on property trusts and financial legacy.
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Things got a little side tracked from investing this week. The team discusses the Middle east and eventually get to the effects that may occur in the investing world.
https://x.com/wallstreetsilv/status/1714800398874124319?s=42&t=KZctgSFDdQzdz3vWSUpQmQ
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Interest rates move against bonds, The housing market. Are houses a good investment? Schools, Free cash flow and reading financials, Investor knowledge gaps, Geopolitics check in.
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The boys deep dive on 2 possible entry point for the novice investor and continue the discussion about China.
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Peter Zeihan’s credibility is an everything bubble; Jeff Snider and fixed interest; WTF is Mezzanine finance?; James - more insightful than Patrick Bet-David; Ryan Holiday - A Stoic perspective to wealth…
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They boys head off into the weeds for some epic chats about retirement savings, tax and more. Strap on your nerd helmet.
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What is the world coming to?????
The boys discuss investing and current events in the geo political sphere. What is ethical behaviour in investing? Is Andy Dave Ramsey? What the hell is going on in Russia with Putin and his mates? Will Toyota's solid state batteries change the EV landscape?
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Enjoy the episode!!!!
Submit your questions!!!!!!
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Is the world ending? Does debt even exist? Who knows????
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Per capita recession? ; Listen to Jeremy Grantham; WeBull - WTF is stock turnover?; Insider trading; Voting time at Berkshire Hathaway; Portfolio weighting; Geared investment products; Would you ever be a fund manager? China and Russia.......
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The boys are back at it, discussing news, Andre's investment inquiries and more...
Please enjoy the podcast and get in touch with any questions you may have.
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Franchises through the lens of Andy's gardening business and the current events surrounding the F45 gym empire. The team plays it back with Andre's beginner questions and more.....
As always - please submit your questions if you've got them.
We hope you enjoy the show!
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If you have questions or would like to chat - we'd love to hear from you. We would love to base the show around the discussion of your inquiries.
Submit a message through Spotify, anchor or spin us an email at andy.james.andre.tms@gmail.com. Even better - you could call in live.
Have a great week.
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Welcome back!
The boys tackle the week that was. We hope you enjoy the show. Please get in touch with questions and/or feedback.
Thanks for listening!!
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Pawan returns!
The teams discuss gold, money laundering, fractional reserve banking, bank runs and more.
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With Pawan off sick, Andy, James and Andre (mostly Andy and James) deep dive on the proposed changes to superannuation in Australia and the Geopolitical risk of investing in China.
Please get in touch if you have any questions or topics you would like us to discuss! Enjoy!
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Back at it again discussing a range of topics.
We hope you enjoy the podcast - please get in touch with any questions or topics you would like us to discuss.
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Enjoy the show! Get in touch if you have any thought's or questions - we'd love to hear from you.
Pawan is away this week, but the team discusses the week in investing, news and geopolitics.
They boys get back to Conor - a dedicated listener who had some inquiries about Pawan's stock screening check list and good books to read on the topic of investing.
Pawan shares his thoughts after reading the Hindenburg Research report into the Adani Group. The boys explain the concept of short selling to Andre and more......
https://hindenburgresearch.com/adani/
https://www.boxabl.com/
https://apo.org.au/sites/default/files/resource-files/2018-03/apo-nid135836.pdf
The four horsemen are back, discussing:
Chat GPT, long term speculative bets, the copper shortage, value and liquidity, population declines, Peter Zeihan, a slap on the wrist for the big 4, gold, portfolio rebalancing and Portfolio Vs Strategy Vs Goal based investing.
Back at it for 2023 - Ep. 28: Vanguard for Kids, Bernie Madoff on Netflix, Copper, India and China, Pawan's company screening check list, Everyone hates Elon musk and the Mortgage Cliff Hanger
The team takes bets on a global recession in 2023.
Email the show if you would like a copy of Pawan's stock screening check list.
andy.james.andre.tms@gmail.com
The crew is joined by Andre's business partner and good friend Pawan. Pawan shares his insights on a growing economy and puts forward a bullish argument for investing in India.
Do you have any questions for the team? Submit questions pr feedback via Spotify or andy.james.andre.tms@gmail.com
So many questions.....lucky Andy and James are here to answer them for Andre.
Superannuation, crypto, investment products, geopolitics and more......
Approximate time stamps:
- 5:00. Crypto, FTX
- 30:00. Markets Up?
- 40:00. Copper mountain and Simply Wall St.
- 50:00 James discusses his preference for products vs individual stocks.
- 60:00 Vanguard ETF vs Managed Funds
- 90:00. The Axis ETF
- 99:00 Twitter.
- 100:00. China Head winds
- 110:00. Vanguard does Super
- 130:00 Andy borrows money from the Vietnamese Mafia
New email address! andy.james.andre.tms@gmail.com
The boys talk investing, saving, hygiene, geopolitics and more.
Time stamps (approximate):
- 5:00: Commodities up because China COVID restrictions easing?
- 10:00: Value investing?
- 14:00: Index Fund bubble?
- 32:00 Andy proposes squatters law hypothesis.
- 40:00 More Bubbles.
- 50:00: Gold and crypto
- 1:00:00: Russia and Nuclear Weapons
- 1:08:00: Grain in Ukraine
- 1:16:00: RBA and Interest rates
- 1:35:00 Negative gearing and housing
- 1:50:00 - James - What if everyone was good with money?
- 2:20:00: Superannuation and Pensions
Back at it for another week. The team discuss world happenings, the Aussie Federal budget and more
The boys smell their own farts and swing off the collective nutsack of the likes of Peter Zeihan, Peter Schiff, Luke Groman and more.
Topics discussed include: Stock market bottoms, Poetic Capitalism, FOMO, What if Saudi Arabia joined BRICS?, Semiconductors, Replacing all money with kilojoules - world fixed, Retirement products......
James is back! The team deep dives into inflation, gold and geopolitics - plus a good news story of a young investor with epic hustle - Kai Grubb.
James is still away honing his mastery of the art of origami. Andy and Andre talk investing, geopolitics, insurance and more.
James is away again. Andre spoils a TV series and 2 movies.
Spoiler Alerts!, Tips for averaging in and financial hygiene, brokerage platforms, Jim Rickard, ev’s, commodities, rural property, Luke Gromen
James is away but the boys trudge on and discuss current events, investing and geopolitics.
Back at it after the holidays....The boys reflect on the past few weeks events, discuss some financial products and review some top notch journalism.
Andy James and Andre discuss current world events, mining and sustainability, and their potential impacts on the retail investor
We skipped a week due to Andre's incompetence, but we're back to discuss some current geopolitical events and potential implications for investing.
James is back, explaining the difference in the consumer price indexes from the 80's and now. Andy proposes a hegemony hypothesis. Andy and James compare some different personalties and their perspectives on macro economics and investing. Andre inquires about purchasing government bonds on the ASX.
Andy explains his journey through self managed superannuation. Andre wants to know how to plant the seed of investing for his nephew's and more
Andy and James help Andre unpack the concept of stagflation. Andy thinks he is better than Andre because he has solar panels on his house
The boys have their first guest. James Gibb has worked in the financial services sector for 20 years and specialises in the technical knowledge associated with investments and modelling.
The boys get their first guest question and discuss gold, dollar cost averaging, interest rates and more...
The boys debrief on the week that was and discuss financial advisors, buying businesses that you understand and Charlie Munger's take on crypto.
Andy loses on copper and discusses the surrounding psychology. Andre inquires about current events and the idea of a "bear" market.
The boys talk various topics : Crypto currency, Warren Buffett, psychology of gain and loss and more.
Andre says "I guess" far too much. Sorry.
Thanks for listening!
Andre was tasked by Andy with rounding up as many questions as he could regarding investment and wealth building.
There were some technical issues which resulted with the first few questions not getting recorded.
This episode was recorded on a smartphone.
Thanks for listening.