TPN Podcasts for Week 21, 2019

Here are the shows we posted this week!

Click on the titles to go to the episode.

On this episode we’re talking about ethical investing, Bob Hawke, and, in our QAV Club episode, drilling down into the financials of Stanmore Coal. Stanmore Coal operates the Isaac Plains coking coal mine in Queensland’s prime Bowen Basin region.

Sejanus and Livilla conspire to murder her husband, Drusus, son of Tiberius. At least that’s the story according to Sejanus’ ex-wife Apicata. With Drusus out of the way, Sejanus next plots the demise of Germanicus’ kiddies and widow, Agrippina. 

Manufacturers and the media also used the Dies Committee to silence their critics. Any attempt to criticise the behaviour of industrialists was called “socialism”. Along with communist witch hunts, another tactic industrialists used to protect themselves against the New Deal was the newly invented idea of Public Relations – a fancy name for corporate propaganda.

In the year 1417, 17 years before Cosimo De Medici took control of Florence, a man called Gian Francesco Poggio Bracciolini went hunting in the middle of Germany. Hunting for manuscripts. Thanks to Poggio, we have today several masterpieces of Roman literature, including Quintilian’s Institutio Oratoria, Vitruvius’ De Architectura, and Lucretius’ On The Nature Of Things.

TPN Podcasts for Week 20, 2019

Here are the shows we posted this week!

Click on the titles to go to the episode.

The Red Scare continues. In 1939, Martin Dies Jr claimed that the Justice Department was investigating 2,850 known communists in government and that FDR had ordered a purge of all those named. But it was all a disinformation campaign launched by Hoover. The President hadn’t ordered a purge – but he HAD secretly ordered Hoover to make a list. As it turned out, the list included Secretary of War Henry L. Stimson, Secretary of the Navy Frank Knox, Mrs. James Roosevelt (FDR’s mother), and other prominent figures close to the President were listed as financial contributors to two or more of the suspect groups. And then one member of the Dies Committee accused Eleanor Roosevelt of being part of the Communist Fifth Column.

Our guest today is Joe Barberis. Joe’s had a high powered corporate career, including stints as the MD of Officeworks and Coles Express, as well as running Shell Australia. Today he’s talking to us about his investment strategies, as well as his thoughts on the future of retail and energy markets in Australia… and corporate psychopaths. 

Tacitus seems to think Sejanus was the manipulator of Tiberius and that Sejanus wanted the power for himself. But of course he has things in his way. Drusus, the adult son of Tiberius, who is about 37. And Drusus also had sons of his own. Tiberius Gemellus and his twin brother, Tiberius Germanicus II Gemellus, are about 4 years old. And the real heir to Augustus is Nero Julius Caesar – Germanicus’ eldest son. So something has to be done about them.

We wrap up our antivax mini-series by looking at another antivax claim: “All vaccines contain a number of toxic poisons and chemicals that are linked to serious neurological damage”. We talk about Robert Kennedy Jr, thimerosal, and the difference between methyl vs ethyl mercury.

TPN Podcasts for Week 19, 2019

Here are the shows we posted this week!

Click on the titles to go to the episode.

The return of Cosimo de Medici! On 5 October, 1434, Cosimo arrived at his villa outside Florence and stopped for some food. The Signoria sent him a message begging him NOT to arrive that day, because they thought it would cause a riot. So he sneaks in at night and goes straight to visit the Pope. Rinaldo degli Albizzi, his sons and descendants were all banished from Florence, as were many families of the oligarchy. The Medici family rule supreme. But, like Augustus Caesar 1450 year earlier, Cosimo tries to appear like a normal citizen and keeps up the appearances of the Republic. He’s not it in for personal glory. He just wants political stability, safety for his family and, most of all – to make money. 

Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV).

According to Tacitus, 23 CE is the turning point in Tiberius’s reign. He blames it on Lucius Aelius Sejanus. Suetonius, on the other hand, blames Sejanus on Tiberius. On this episode, we tell the story of the rise of Sejanus – the man who ruined Rome. 

Let’s look at another two antivax claims: that the very first vaccine was a disaster and that vaccines are highly profitable for pharmaceutical companies and the health care industry.