Podcast: Inside Investing Episode#2

James Marlay

This week on Inside Investing Graham and I revisit an article by Paul Keating looking at a new challenge for retirement planning. We look at the staggering numbers behind a2 Milk’s surging share price and as always we highlight two quirky stories we encountered this week. Tune in!

The Inside Investing podcast is a joint initiative cohosted by myself and by Graham Hand, who is the Publisher and Managing Editor of Cuffelinks.

About Cuffelinks

Cuffelinks provides investors with a complementary service to that of Livewire. The Cuffelinks website has a rich archive of well-researched articles providing answers to many important issues facing investors and how they implement their investment strategies. It is independently operated and the quality of the investment information is of the highest standard. For those Livewire readers not familiar with Cuffelinks, I highly recommend visiting the website and registering for the weekly newsletter.

This week's agenda

  • The evolution of peer to peer lending
  • How Ashok Jacob of Ellerston Capital views the investing world
  • Keating on new challenges arising from increased life expectancy
  • Can a2 Milk's earnings match the hype?
  • Two quirky things we found in finance this week

Featured Articles

Paul Keating: Living longer and superannuation

Three crucial mistakes about life expectancy

Can a2 Milk’s earnings match the hype?

How fixed interest is undergoing profound change


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Barolo Bill

Another great episode, loving this podcast, keep up the good work. Have watched the A2M rise from 70c to +$7 over the last few years, i was a sceptic for a long time, but it keeps going up!. BUB and WHA are the bigger worries, valuations there use A2M as the base case and are truly outrageous and clearly in bubble territory. The retail investor logic goes that if A2M can do I, so can they. dangerous thinking and likely to end badly.

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