Mailbag: Property vs. equities is the wrong debate. July 6, 2025

Mailbag: Property vs. equities is the wrong d...

Up next

Is the opportunity window for investors closing? February 20, 2026

– Is the opportunity window for investors closing? – A new Opposition… time for new policies? – Where mining goes, goes the market – Resources jump… and slump Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!See omnystudio.c ...  Show more

Mailbag, incl: When is CEO remuneration too high? February 15, 2026

– What is the ‘debasement trade’? – Is there too much money chasing too few assets? – When is remuneration too high? – Have you changed your mind on the global order? – A history correction for the Strawman – Convince me rates won’t rise a lot Go to https://surfshark.com/motley o ...  Show more

Recommended Episodes

Virgin dethrones Qantas as most reliable Aussie airline
Australian Aviation Podcast Network

For 19 months, Qantas reigned as Australia's most reliable airline group – but no more, with Virgin Australia last month knocking the Flying Kangaroo off its perch in a clean sweep of on-time arrivals, on-time departures and cancellations.

With both major domestic ...

  Show more

Chinese Airlines Breaking Through Turbulence
Thoughts on the Market

Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from deflation.


----- Transcript -----


Welcome to Thoughts on the Market. I’m Qianlei Fan ...

  Show more

Australia: Airlines under scrutiny for not offering refunds
Checkpoint

Australia correspondent Peter Ryan speaks to Lisa Owen about how airlines that unreasonably cancel or delay flights are coming under greater scrutiny to provide a better deal for jilted travelers. The pressure comes after rising anger and frustration from travelers who are tired ...  Show more

Closing the gap between innovation and go-to-market, with AWS’s Jelena Joffe Weil
The Committed Innovator

McKinsey innovation leader Erik Roth speaks with Jelena Joffe Weil, the founder and worldwide leader of the Venture Innovation program at AWS, Amazon’s cloud computing arm, about how AWS works to close the gap between innovation and go to market for start-ups and large enterprise ...  Show more