Sharemarket sell off : What to do?

It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. 

It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. As luck would have it, the Money Puzzle has a top value investor on the show this week and he names three top stocks that can survive just about anything!

Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode.

-----
In today's show, we cover...
The sharemarket sell off - why did it happen?
Ai and Tech face a new reality
Three stocks with a value 'moat' 
The conditions we need for a positive year on the ASX

It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. As luck would have it, the Money Puzzle has a top value investor on the show this week and he names three top stocks that can survive just about anything!
Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode.
----- In today's show, we cover...
<ul>
<li>The sharemarket sell off - why did it happen?</li>
<li>Ai and Tech face a new reality</li>
<li>Three stocks with a value 'moat'&nbsp;</li>
<li>The conditions we need for a positive year on the ASX </li>
</ul>

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.

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/538ac7e4-5055-4502-9188-b29f004150f1/transcript

Jun Bei Liu manages more than $1.5bn and her goal is to outperform the market. Find out how she does it. 

 The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? 

In this episode of The Money Puzzle, The Australian’s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? What did she learn when things went wrong and what's her advice for everyday investors wanting to build their wealth?

Jun Bei Liu of Ten Cap joins Wealth Editor Julie-anne Sprague in this episode.

Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.

In this episode of The Money Puzzle, The Australian&rsquo;s Wealth Editor, Julie-anne Sprague, unpacks what it takes to be a great investor with one of the nation's top stockpickers, Jun Bei Liu. How did Liu learn to invest? What did she learn when things went wrong and what's her advice for everyday investors wanting to build their wealth? Jun Bei Liu of Ten Cap joins Wealth Editor Julie-anne Sprague in this episode.
Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.

Summer series: Investing Secrets from $1.5bn Fund Manager Jun Bei Liu

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5d680abe-a9c8-4b85-8f58-b3b6001ccabb/transcript

Is your home the worst investment you’ll ever make?

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but  Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan.

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but  Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan.

It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen.

Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby,  in this episode.

In today’s show, we cover


No tax deduction, no income…Is home ownership overrated?


Why ‘Rentvesting’ is worth revisiting


Are you facing decades of ‘dead money' in your home mortgage?


Challenging the ‘retirement sweet spot’

Please note, this is a repeat episode of The Money Puzzle. It originally aired in August 2025.

If it wasn&rsquo;t said by a top financial adviser, you might dismiss it as a quote out of context, but &nbsp;Partners Wealth Group Jack Tossol is not kidding: He says a generation that has &lsquo;sunk everything&rsquo; into the family home will miss the chance to have a successful tax-deductible investment plan.
It&rsquo;s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen.
Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby,&nbsp; in this episode.
In today&rsquo;s show, we cover
<ul>
<li dir="ltr">
No tax deduction, no income&hellip;Is home ownership overrated?
</li>
<li dir="ltr">
Why &lsquo;Rentvesting&rsquo; is worth revisiting
</li>
<li dir="ltr">
Are you facing decades of &lsquo;dead money' in your home mortgage?
</li>
<li dir="ltr">
Challenging the &lsquo;retirement sweet spot&rsquo;
</li>
</ul>
Please note, this is a repeat episode of The Money Puzzle. It originally aired in August 2025.

Summer series: Is your home the worst investment you’ll ever make?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/854a6756-5733-45bd-ac6e-b3b6001ccb07/transcript

FIRE - Financial Independence, Retire Early - Could you do it?

What is the FIRE movement and how did it get started? It's not a club or a cult: It doesn't have a headquarters, rather it's a set of investment principles: And it just might be a breakthrough for you in the year ahead.

What is the FIRE movement and how did it get started? It's not a club or a cult: It doesn't have a headquarters, rather it's a set of investment principles: And it just might be a breakthrough for you in the year ahead.

Lionel Lee joins  James Kirby in the episode.

--------
In today's show, we cover:
The key principles of FIRE
Getting the best from what the movement has to offer
A case study that spans a lifetime
The realities of  'firing up'

Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.

What is the FIRE movement and how did it get started? It's not a club or a cult: It doesn't have a headquarters, rather it's a set of investment principles: And it just might be a breakthrough for you in the year ahead.
Lionel Lee joins&nbsp; James Kirby in the episode.
-------- In today's show, we cover:
<ul>
<li>The key principles of FIRE</li>
<li>Getting the best from what the movement has to offer</li>
<li>A case study that spans a lifetime</li>
<li>The realities of&nbsp; 'firing up'</li>
</ul>
Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.

Summer series: FIRE - Financial Independence, Retire Early - Could you do it?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d7826711-9763-48d5-b4a5-b3b6001e3529/transcript

Sharemarket sell off : What to do?

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