Chanticleer

Like this podcast. But can we stop with the “James” every 30 seconds. We get it, his name is James. Cheers

I love this podcast and I listen to every episode. This episode highlighted the findings of the WGEA report and the discussion was very interesting.

I’ve warmed to listening to this podcast over the last year or so to the point I rarely miss one and catch up on a Friday night or Saturday morning. Being relatively time poor I don’t have time to read the corresponding column in print or online , but the tone , temper and general measurement of the market & political mood is charismatic and appealing which urges more. Great hosts, Anthony’s contributions are a gem!

Ok,confession time. I realise I’ve been suffering from what used to be called “cultural cringe”. This harks back to earlier decades of the country’s history. Anything from the “mother country” must be automatically better than anything produced by the colonies (hence why a lot(most?) of our greatest cultural exports ended up in London; and then the US following the fall of Singapore). “Aussie Investor Cringe”= all we can do is dig holes and send the dirt to China; and sell each others houses to each other. Any serious investor isn’t going to bother with what is just 2% of world market cap. Until you realise: after tax returns(franking credits); local market investors (in a general sense) have been shown empirically to have an edge; energy and digital transitions (lots of sun and wind; lots of space); mandatory super flows (in thetop 5 biggest pension pots globally) and “home country bias” of the industry funds investing those flows; tendency to oligopolistic industry structures, etc. I.e, this market is where I have an edge. But how do I sharpen that edge while stacking the dishwasher- the chooks! 🐔🐓 😀💲💰🤑 Hamish Bell