Thinking about value in an uncertain world. O...

– What happens to lenders mortgage insurance in a downturn? – Do bonds belong in my portfolio? – What can I draw down before retirement? – How should I own shares for my young kids?See omnystudio.com/listener for privacy information. 

– A post mortem (of sorts) on Firmus – … and Glencore lists here – The value of the value chain – 23/5 trading is coming… to the ASX?See omnystudio.com/listener for privacy information. 

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ...  Show more

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ...  Show more