The Money Puzzle

The burning question for all investors is whether the global market is running ahead of itself?
Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The growing gap between GDP and market returns
Could inflation fall from here
Emerging value on the ASX
The bear case for bank stocks

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How would you deal with a global sharemarket crash? Because it’s not a question of if, but when.
The AI boom, which underpinned the bumper super returns for many investors over the last financial year, has been extraordinary; But in mid-2026 even the most optimistic forecasters expect the markets to cool in the second half, while the doomsayers will suggest exuberant global markets are surely heading for a fall.
Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby, in this episode.
In today's show, we cover:
Having an opportunity fund for the day the bubble bursts
Harold Evensky's 'bucket strategy' for the investors who need cash flow
Deleting your Dividend Reinvestment Programs for cash
Put Options and 'Bear' ETFs


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The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026.
Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
* Wall Street smashes the ASX...again
Why Big Super funds probably beat your SMSF
Which ETFs investors are buying for the year ahead
What the hell happened at CSL?

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Sweeping changes to Capital Gains Tax, Negative Gearing and Self-Managed Super Funds are confronting investors. How will they affect you?
Stuart Wemyss from the ProSolution Private Clients group joins associate editor, James Kirby on this episode of the Money Puzzle podcast.

In today's special episode, we cover:
How will the CGT changes work?
Winners and losers in negative gearing
Getting around the SMSF borrowing ban
How a tiny government pension can offer a big tax break
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The government has made sure that superannuation investors did not entirely escape the investment tax overhaul: Is it still the relative winner as parliament prepares to sign off the Budget?
Adviser James Wrigley of First Financial joins associate editor James Kirby in the episode.
In today's show, we cover:
What you need to know about super post-Budget
A way you can still borrow and use your SMSF to buy property
Investment bonds get another leg up from the government
New twist for new super tax

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