The Money Puzzle Podcast: Myth busting -- Sell in May and go away

Is there anything behind this piece of share market folk wisdom? We find out.Also, our biggest super funds are set to expand their offerings in financial advice: What can we expect from this development - and what does it mean for independent advice? 

In today's show we cover :
Pros and Cons of super funds offering advice
The reality of 'sophisticated investor' rules
Why are we selling key assets to overseas pension funds?
Myth busting --Sell in May and go away 

Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this episode 

Is there anything behind this piece of share market folk wisdom? We find out.Also, our biggest super funds are set to expand their offerings in financial advice: What can we expect from this development - and what does it mean for independent advice? 
In today's show we cover :
<ul>
<li>Pros and Cons of super funds offering advice</li>
<li>The reality of 'sophisticated investor' rules</li>
<li>Why are we selling key assets to overseas pension funds?</li>
<li>Myth busting --Sell in May and go away </li>
</ul>
Hugh Robertson of Centaur Financial Services joins wealth editor James Kirby in this 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.

'Sell in May and go away' - fact or fiction?

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

Iran war’s global impact: interest rates, stock market pressure & AI vulnerability

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.

These are very early days in the Iran war and the impact on share markets is far from clear. But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.

Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Why the Iran war will push rates higher
The bull market for global shares is now under serious pressure
How AI is especially vulnerable to increased energy prices
Private credit is a flash point in a volatile market 

These are very early days in the Iran war and the impact on share markets is far from clear.&nbsp;But already we can see there is upward pressure on interest rates around the world, there is also a clear risk of an inflation spike due to oil supply.
Will Hamilton of Hamilton Wealth Partners joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Why the Iran war will push rates higher</li>
<li>The bull market for global shares is now under serious pressure</li>
<li>How AI is especially vulnerable to increased energy prices</li>
<li>Private credit is a flash point in a volatile market&nbsp; </li>
</ul>

Iran crisis special: what you need to know

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/09979223-f99a-4189-a113-b40400731e08/transcript

'Sell in May and go away' - fact or fiction?

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