Total Money Management
by Total Money Management
BusinessE · Explicit
Latest episode
Episode 159: Is It Cheap? Will It Go to Zero?
Episode 159: Is It Cheap? Will It Go to Zero?
About this podcast
Signals and Noise with Steve, Tom, and Jacob
Most people invest like everyone else and wonder why they get everyone else's results.
Every week Steve, Tom, and Jacob cut through the financial noise: stocks, property, bonds, the global economy, all the big ideas made simple, with straight talk and a bit of humour.
But first, find out what kind of investor you actually are.
Our free 2 minute assessment shows you your investor type, the blind spots that quietly cost you money, and the strategy that fits how you are wired.
→ Take the free quiz: https://www.totalmoneymanagement.com.au/Quiz
Episodes
The newest 20 of 174 episodes
- Episode 159: Is It Cheap? Will It Go to Zero? · 57 minSteve and Jacob on a gloomier IMF, Brazil’s election sell-off, who really gets paid when rates rise, why starting valuations matter most, and a listener question on Indonesia…
- Episode 158: When Everyone Sells Indonesia, We Go and Have a Look · 47 minIt's a rainy Thursday and the world's still on fire. Steve and Jacob start with the mood out there: two wars joining up, a US midterm only days away, and why leaders like Hawke…
- Episode 157: Templeton’s Chart: How to Invest When Everything Is Expensive · 34 minSteve and Tom are flying without Jacob this week, covering the week ending 16 October 2026. They open with the French supermarket chain whose freezers went from minus five to…
- Episode 156: What’s Your Edge? Timeframe, Volatility and Action · 47 minReports of a plague in Russia, Europe and China in a trade standoff, and the Middle East pulling in more players. Then the question we get most: how do you invest when the CAPE…
- Episode 155: Why Stock Picking Is So Hard (And What the Data Says About Risk) · 41 minThe RBA has raised rates again, property owners are weighing whether to sell, and a listener is rebalancing heifers. Against that backdrop, Jacob and Steve go through a risk…
- Episode 154: Greenland, Diesel Shortage Fears & the AI Cost Problem · 51 minIs Australia exposed to a diesel supply shock? Why does Greenland matter to the US military? And are AI companies actually making money? In this week's Signals & Noise (week…
- Episode 153: Dodgy Loans, Private Credit and Late-Cycle Signs · 47 minGold Coast broker Joel from Sunshine Finance joins Steve and Jacob to talk about the risks he sees on the lending front line, from property developments to private credit offers…
- Episode 152: Grey Swans · 45 minMasterclass link: https://www.totalmoneymanagement.com.au/Webinar-Anti-Fragile 25 years since 9/11, and the Middle East is heating up again. Steve and Jacob break down the Houthi…
- Episode 151: Cash Equals Options · 49 minFREE WEBINAR LINK: https://www.totalmoneymanagement.com.au/Webinar-Anti-Fragile?cid=7c7b1153-bccd-4fad-aef2-c3812804fe4a This week Steve, Tom and Jacob open with three headlines…
- Episode 150: Sanctions, Oil and Three Years On · 48 min150 episodes. Over three years of cutting through the noise together. To mark it, Steve, Tom and Jacob run through this week's biggest stories: new US sanctions on Iran and what…
- Ep 149: The World Order Is Breaking, and Why Australian Property Isn't Coming Back · 49 minThis week Steve, Jacob and Tom cover the shifting global order, why America is pulling back from being the world's policeman, and what that means for trade, tariffs and…
- Episode 148: The Anti-Fragile Investor Part 2 · 42 minPart 2 of the Anti-Fragile Investor. Steve Moriarty and Jacob Senior move from theory to practice, walking through Taleb's six operational principles, the barbell strategy, and…
- Episode 147: Oil Wars, Crypto Chaos and a $20 Billion Leverage Lesson · 42 minOil is swinging wildly as tensions in the Strait of Hormuz escalate and Trump pushes for a deal. A $116 million crypto hack just hit cold storage wallets across 5,200 addresses…
- Episode 146: The Antifragile Investor (Part 1) · 40 minMarkets can go sideways for ten or fifteen years. The CAPE ratio sits at 42. Global debt is stretched, and retail investors are piling into property, Bitcoin, and leveraged ETFs…
- Episode 145: The Property Game Is Over · 45 minOil just jumped 20% in a fortnight, the US market is priced for perfection, and Australian property looks like it has finally rolled over. Red flags are everywhere. Steve, Tom…
- Episide 144: Everybody's Knackered: Oil, Chips and Chokepoints · 44 minSteve, Tom and Jacob are back (with working microphones this time) to unpack a week where the cracks got harder to ignore. The Iran ceasefire has collapsed, tanker traffic…
- Episode 143: A TMM Monologue · 16 minEpisode 143: A TMM Monologue The ceasefire didn't hold, and neither did the calm. This week Steve flies solo (audio only) with a look at what the renewed Iran-US conflict means…
- Episode 142: Mastering the Markets Special · 39 minBuffett said if you can't manage your emotions, you can't manage your money. This week we prove him right. Steve, Tom and Jacob break down Howard Marks' Mastering the Market…
- Episode 141: Super, randomness, volatility · 49 minJoin Steve Moriarty, Tom Hill, and Jacob Senior as they unpack the world of investing—from market moves and strategies to timeless principles and everyday money wins. Whether…
- Episode 140: Pumping up the share price - young people have had a gutful · 46 minJoin Steve Moriarty, Tom Hill, and Jacob Senior as they unpack the world of investing—from market moves and strategies to timeless principles and everyday money wins. Whether…
