James Thompson

speaker

987 appearances 3 recordings 1 series first heard Jul 2026 last heard 18 Aug

James Thompson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.

Appearances

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The Money Café with Alan Kohler · AI, AGMs, and Overworked Directors · 21 Jul 2026 podcast

Has to.

Michelle Bullock's been very clear on that.

And so profit growth in Australia is going to be weaker, particularly in domestically focused businesses like the big banks, as Kayla says.

So...

Is this the time with a slowing Australian economy, is this the time that if you're not already holding Australian shares, is there really much argument to hold Australian shares over a diversified bucket of international shares?

Kayla's already holding the international ETF.

She's saying, do I need to diversify into Australia?

I guess what I'm saying is, geez, it's hard to make the argument right at the minute, Kayla.

Yeah.

If you're holding the indexes though, you know,

MSCI World Index, S&P 500, they do offer you diversification within those indexes.

So I'm not sure diversifying into Australia just because you feel you need to have some Australian shares and that's what a diversified quote-unquote portfolio looks like.

I don't think that's the reason.

I think you want to be diversified.

You want to be confident that the Australian market's got something to offer.

That's the question you should be asking.

I think there's two things going on here.

One is it can be a bit of a marketing label used by...

houses to push different products.

So I think that's part of it.

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