The Money Puzzle

The ASX 200 is enjoying a solid earnings season, but the healthcare sector is shooting the lights out. Believe it or not, the market sector that offered the fastest way to lose money last year is suddenly red hot.
Jun Bei-Liu of the Ten Cap Alpha Plus funds joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Up 25% in a month! - Healthcare stocks are back
Why the healthcare blue chips can keep rising
Will CSL ever be Australia's biggest stock again?
Earnings season recap- where to now for banks and miners?

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Here comes Spring! Welcome to most, except perhaps to residential property sellers, who will be adding stock to an already bloated market where prices are falling.
Louis Christopher of SQM Research joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How bad is the listings overhang?
Why banks may have forecasts wrong on property prices
Yes, yields are rising, but are rents actually lifting too?
The 40-year mortgage...should you ever?
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The old formula for seeking income in the Australian market is fading: Dividend rates have dropped across the ASX. Yet, recent tax changes mean that investors will want to raise income from local markets.
Hugh Robertson of the Centaur Financial Services group joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How can I chase income safely?
The income risk ladder - Bonds to high dividend funds
Molino's move on SMSFs - More fees and a 'test'
Is there any escape from the minimum 30 per cent CGT rate?

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Property investors are scrambling to sidestep the new property taxes and taking risks in areas they might never have considered before the May Budget.
Rasti Vaibhav of Get RARE Properties joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The looming black spots for property investors
Hidden dangers of 'new build' negative gearing
A sober read on the reality of commercial property
SMSF residential borrowing is now officially banned

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At the top end of the market, Australia's richest investors are deeplyengaged in the AI boom: Some are betting the house on AI, others are fighting to rescue their reputation as AI sweeps through every industry sector.
John Stensholt co-author of 'Tech Bros' the extraordinary story of Atlassian' joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Rich pickings in an AI bonanza
How Atlassian's 'tech bros' are pivoting towards AI
Wes Maas bets the house on Firmus
Why did Gina Rinehart invest heavily in SpaceX?
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