Devils And Details By Business Insider Australia
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 74:00:11
- Mais informações
Informações:
Sinopse
A regular podcast featuring leading economic thinkers and market strategists on global and Australian economic issues, financial market developments, policy, and strategy.
Episódios
-
With $8 billion fund manager Con Michalakis on diversification, QT, EM, property and rock
22/08/2018 Duração: 47minStatewide Super chief investment officer Con Michalakis joins us to talk about the global picture, diversifying to manage risk, Canberra chaos, Australian property, and the rock we’re listening to. See acast.com/privacy for privacy and opt-out information.
-
With AMP Capital’s Shane Oliver on the Turkish problem, the US dollar, and the keys to successful investing
17/08/2018 Duração: 48minAMP Capital head of investment strategy and chief economist Shane Oliver joins us to talk through the problems for Turkey, the impact of a strong US dollar, and his views on the keys to successful investing over time – and some music.Produced by Pod Paste/Daren Lake. See acast.com/privacy for privacy and opt-out information.
-
With ALP strategist Eamonn Fitzpatrick on the politics of populism, company tax, property prices, and more
08/08/2018 Duração: 44minFormer prime ministerial press secretary and Hawker Britton director Eamonn Fitzpatrick joins us to share insights on the politics of Australian populism, company tax, property prices – and how to run a better Instagram account. See acast.com/privacy for privacy and opt-out information.
-
ANZ’s Joanne Masters on inflation, property prices, and trends in economics education
02/08/2018 Duração: 54minANZ senior economist Joanne Masters reviews the latest consumer price index data, and we talk property prices, Sydney population, and hear about Jo’s work with the Women in Economics Network See acast.com/privacy for privacy and opt-out information.
-
Bronte Capital’s John Hempton on good companies versus bad, and the perils of shorting stocks.
26/07/2018 Duração: 48minJohn Hempton, founder and CIO of Bronte Capital and one of Australia’s best-known hedge fund managers, joins us to share some key insights -- including Bronte's approach, how he thinks about what makes a good business over a bad business, and the perils of shorting stocks. And yes, crypto. See acast.com/privacy for privacy and opt-out information.
-
With Westpac’s Robert Rennie on Trump’s tariffs and the implications for the global outlook
19/07/2018 Duração: 58minWestpac Head of Global Markets Strategy Robert Rennie joins us to talk about US tariff regime: how it works, what to expect, and the real economic impacts to watch for. See acast.com/privacy for privacy and opt-out information.
-
With Saxo’s Eleanor Creagh on trade, demographics, stocks and property
12/07/2018 Duração: 51minEleanor Creagh, market strategist at Saxo Capital Markets, joins us to discuss the escalation of the US-China trade wars, sinking markets, the long-term view for Chinese stocks, and Australia’s outlook See acast.com/privacy for privacy and opt-out information.
-
With ANZ’s Martin Whetton on bonds, the money market, and rates pressure
05/07/2018 Duração: 54minANZ senior rates strategist Martin Whetton joins us for an in-depth discussion on the fixed income market and what’s driving the upwards pressure on borrowing costs for Australian banks. See acast.com/privacy for privacy and opt-out information.
-
With Corelogic’s Cameron Kusher on the property downturn
28/06/2018 Duração: 47minCorelogic’s head of research Cameron Kusher, one of Australia’s foremost authorities on property market data, joins us to talk about the downturn in housing prices, the RBA’s predicament, the impact of events abroad, and all the sport. See acast.com/privacy for privacy and opt-out information.
-
With Stephen Koukoulas on the case for rate cuts, housing policy and the end of QE
15/06/2018 Duração: 49minMarket Economics MD Stephen Koukoulas joins us to explain why he thinks the RBA should be cutting rates, the wages conundrum, the impact of pulling negative gearing and the end of QE - plus the footy. See acast.com/privacy for privacy and opt-out information.
-
With CBA’s Kristina Clifton on the global outlook, GDP growth, property and PMIs
08/06/2018 Duração: 36minCommonwealth Bank senior economist Kristina Clifton joins us to discuss the changing global outlook, GDP data, the property outlook and CBA’s new PMI surveys pointing to further growth ahead. See acast.com/privacy for privacy and opt-out information.
-
With Treasurer Scott Morrison on GDP and Housing Risk
07/06/2018 Duração: 33minFederal Treasurer Scott Morrison joins us to talk about the national accounts, house price falls, tightening credit, and immigration rates.Produced by DarenLake & Pod Paste See acast.com/privacy for privacy and opt-out information.
-
With Shane Oliver on global turmoil, trade and property risks
02/06/2018 Duração: 41minAMP Capital chief economist Shane Oliver joins the show to discuss the chaos in Italy, the bond market, the outlook for Australian property - and pop music. See acast.com/privacy for privacy and opt-out information.
-
With Justin Smirk of Westpac on employment, rising rates, and job creation
24/05/2018 Duração: 46minWe're joined this week by Westpac Senior Economist Justin Smirk, one of the country's most accurate inflation forecasters, to talk rates, the differences between men and women in the workforce, and the global outlook with a rising US dollar. See acast.com/privacy for privacy and opt-out information.
-
With Pete Wargent on property, price declines and all the risks.
18/05/2018 Duração: 47minPete Wargent of Allen Wargent property advisors joins us to talk about the reality of price declines and the macro outlook for Australian housing. See acast.com/privacy for privacy and opt-out information.
-
Budget Special with Warren Hogan
09/05/2018 Duração: 43minFormer senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget. See acast.com/privacy for privacy and opt-out information.
-
We're Back! With James Whelan on banks, the royal commission, property, rates, global growth and the budget.
04/05/2018 Duração: 37minWith James Whelan on banks, the royal commission, property, rates, global growth and the budget. See acast.com/privacy for privacy and opt-out information.
-
2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list
13/12/2017 Duração: 01h01minWe’re joined by ANZ’s Joanne Masters, JPMorgan’s Laura Fitzsimmons, and VFS Group’s James Whelan to talk about the year that was. See acast.com/privacy for privacy and opt-out information.
-
With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped
23/11/2017 Duração: 44minBonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig See acast.com/privacy for privacy and opt-out information.
-
With ABC Bullion chief economist Jordan Eliseo on wage pressure, the prospect of a royal commission, and bitcoin.
16/11/2017 Duração: 52minJordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves. See acast.com/privacy for privacy and opt-out information.