The Money Puzzle podcast: How to invest like Taylor Swift

It turns out Taylor takes tips from her ex-Merrill Lynch stockbroker dad, Scott - and she seeks out discounted closed-end mutual funds.

We're talking about how to tackle inflation as an active investor. We also deal with a question on discounted Listed Investment Companies which - believe it or not - leads us towards the Taylor Swift school of investing.  It turns out Taylor takes tips from her ex-Merrill Lynch stockbroker dad, Scott - and she seeks out discounted closed-end mutual funds. The ASX version of this investment is discounted LICs - but are they for you? 
We also cover: Optimising your cash to tackle inflation, gearing at a time of high-interest rates, and getting to the bottom of family trusts. 

Financial adviser Bruce Brammal joins The Australian's Wealth Editor James Kirby on this week's episode.

We're talking about how to tackle inflation as an active investor. We also deal with a question on discounted Listed Investment Companies which - believe it or not - leads us towards the Taylor Swift school of investing.  It turns out Taylor takes tips from her ex-Merrill Lynch stockbroker dad, Scott - and she seeks out discounted closed-end mutual funds. The ASX version of this investment is discounted LICs - but are they for you?  We also cover: Optimising your cash to tackle inflation, gearing at a time of high-interest rates, and getting to the bottom of family trusts. 
Financial adviser Bruce Brammal joins The Australian's Wealth Editor James Kirby on this week's episode.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

How to Invest Like Taylor Swift (No Kidding)

The RBA has lifted interested rates to over 4%, is this the time to fix your mortgage?

Cash rates are now more than 4 per cent and your mortgage is around 6 per cent: What's more, it looks very much like the hiking cycle is far from over, so should you fix at these levels?

Cash rates are now more than 4 per cent and your mortgage is around 6 per cent: What's more, it looks very much like the hiking cycle is far from over, so should you fix at these levels?

Stuart Wemyss of the Prosolution Private Clients group joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
To fix or not to fix...the dilemma bites 
Surprise good news for older cash hoarders 
SMSF property lending cleared for take off 
How much insurance do you really need? 

 

Cash rates are now more than 4 per cent and your mortgage is around 6 per cent: What's more, it looks very much like the hiking cycle is far from over, so should you fix at these levels?
Stuart Wemyss of the Prosolution Private Clients group joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>To fix or not to fix...the dilemma bites&nbsp;</li>
<li>Surprise good news for older cash hoarders&nbsp;</li>
<li>SMSF property lending cleared for take off&nbsp;</li>
<li>How much insurance do you really need?&nbsp;</li>
</ul>
&nbsp;

Rates up, so should you fix your mortgage now? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/93675de5-4922-4a7e-a4eb-b4100052f6da/transcript

Chris Judd's small cap stock picks for 2026

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.

Chris Judd of the Cerutty Macro Fund joins Associate Editor - Wealth, James Kirby, in this episode .In today's show, we cover:
The share market according to Chris Judd 
How Judd's Cerutty Macro Fund finds stocks
The stocks he is concentrating on in 2026
A once-in-blue-moon Money Puzzle footy tip! 

Former AFL star Chris Judd has become a fund manager specialising in 'small cap' stocks: No surprise, he's got some clear views on the share market and what investors should be doing as higher interest rates loom.
Chris Judd of the Cerutty Macro Fund joins Associate Editor - Wealth, James Kirby, in this episode .In today's show, we cover:
<ul>
<li>The share market according to Chris Judd&nbsp;</li>
<li>How Judd's Cerutty Macro Fund finds stocks</li>
<li>The stocks he is concentrating on in 2026</li>
<li>A once-in-blue-moon Money Puzzle footy tip!&nbsp; </li>
</ul>

Chris Judd on his new game: stock picking 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9a0a7331-7450-404b-8b6a-b40a0179a7d4/transcript

Rentvesting: is the sharemarket a better investment than property?

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' 

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future.

Author Jacqui Clarke, Your Personal CFO joins associate editor, James Kirby on this podcast episode.


In today's show, we cover:
Rentvesting  - It takes longer than you think
CGT changes - How they will impact house prices, according to CBA
Fixed rate mortage break costs - The bank that is not charging at all
Medicare Levy Surcharge...watch out for this trap 

"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.'&nbsp;But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future.
Author Jacqui Clarke, <a href="https://jacquiclarke.substack.com/">Your Personal CFO</a> joins associate editor, James Kirby on this podcast episode.
 In today's show, we cover:
<ul>
<li>Rentvesting&nbsp; - It takes longer than you think</li>
<li>CGT changes - How they will impact house prices, according to CBA</li>
<li>Fixed rate mortage break costs - The bank that is not charging at all</li>
<li>Medicare Levy Surcharge...watch out for this trap&nbsp;</li>
</ul>

Rentvesting - A better way to make it work

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2dcc3503-d9db-46e9-9990-b40900697e43/transcript

How to Invest Like Taylor Swift (No Kidding)

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