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It’s expectations season! February 13, 2026

February 13, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

  • The Format: Casual chat between two hosts, blending promo, macro policy debate, earnings analysis, and investing tips—no guests, pure banter-driven finance podcast.
  • The Key Players:
    • Scott Phillips: Motley Fool host, hype man for Strawman.com, delivers energetic intros and rants on policy spin.
    • Andrew "Rampage" Page: Strawman.com founder, analytical counterpoint with dry wit; chemistry is brotherly—playful jabs, shared cynicism on politics/markets.
  • The Vibe: Fun and educational with intense policy rants; optimistic long-term investing amid frustration over taxes and spin—feels like mates at the pub decoding Australia's money woes.

🗝️ Key Themes & Topics

Hosts unpack earnings season amid capital gains tax (CGT) buzz, stressing long-term investing over short-term noise. Core chats: policy tinkering, market psychology, and corporate trickery.

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What you'll learn

  • 1 (00:00) **Intro and Earnings Season Preview**
  • 2 (03:13) **Capital Gains Tax (CGT) Changes on Housing**
  • 3 (07:00) **CGT Impacts and Behavioral Responses**
  • 4 (15:00) **Housing Bubble and Policy Risks**
  • 5 (29:00) **Tax System Overhaul Ideas**
  • 6 (42:06) **Earnings Expectations vs. Reality**
  • 7 (47:00) **Market Efficiency and Valuation Discipline**

+ Full timestamped outline available in the app

Show Notes

– Are we about to see a change in CGT?

– It’s expectations season

– PR-by-ASX-announcement?

 

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