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Westpact global head of market strategy shares his insights on the deteriorating outlook for the world economy, the US-China trade tensions, and the implications for Australia. Hosted on Acast. See acast.com/privacy for more information.
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AMP Capital chief economist Shane Oliver explains why he was the first economist at a major institution to start forecasting RBA rate cuts; plus we take a look at the deteriorating global growth outlook. Hosted on Acast. See acast.com/privacy for more information.
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ANZ senior economist Joanne Masters, VFS Group's James Whelan, and Laura Fitzsimmons, executive director, macro sales at J.P. Morgan, join Paul Colgan and David Scutt for the Devils and Details annual Christmas special looking back at the year in economics and markets, as well as some of the best and worst calls of the year. Hosted on Acast. See ac…
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CBA senior economist Gareth Aird joins Paul and David to take a deep dive on GDP data and discuss the changing picture on interest rates for the RBA before getting into some of the problems with migration policy underpinning economic growth. Aird argues that some economists and policy makers focus too much on aggregate numbers rather than people's …
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The second part of our live show in Sydney on November 27. The first panel is on indicators, featuring Eleanor Creagh of Saxo, James Whelan of VFS Group, Cameron Kusher of CoreLogic, and Adam Smith COO at OFX. The second is the finale and features a wide-ranging discussion on the outlook with Bill Evans of Westpac, Jo Masters of ANZ, Stephen Koukou…
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Our live show in Sydney on November 27. The first panel is THE ALLOCATORS: James Whelan of VFS Group, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan, and Eleanor Creagh of Saxo. Followed by PROPERTY EXPERTS: Pete Wargent of Allen Wargent, Joanne Masters of ANZ, Stephen Koukoulas, Cameron Kusher of CoreLogic. Hosted on Acast. See acast.…
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Young Australians have a detectable sympathy for socialism in surveys. Eugenie Joseph from the Centre for Independent Studies joins Paul and David to discuss why governments should be pro-markets rather than pro-business, and the proven but questionable success of capitalism over time. Hosted on Acast. See acast.com/privacy for more information.…
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J.P. Morgan's Chief Economist and Head of Fixed Income and FX Strategy Sally Auld joins Paul and David to discuss the global equity sell-off, how it's affecting Australia, as well as the global macro picture and the outlook for the Australian dollar over the coming years. Plus we share some of our must-read books. Hosted on Acast. See acast.com/pri…
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CBA agri commodities strategist Tobin Gorey joins us to talk about the impact of US-China tensions on global trade, the impact of the strong US dollar, and the economics of the food on your plate. Hosted on Acast. See acast.com/privacy for more information.
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Regardless of your industry, there will be times you'll face crises and difficult decisions. Richard de Crespigny knows more than most about handling pressure. He was the captain on the ill-fated Qantas flight 32 that suffered a major engine failure in 2010. His new book, FLY, looks at the lessons from that day and what aviation generally can teach…
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Jonathan Tepper, economist and founder of Variant Perception, joins us to talk about his new book, 'The Myth of Capitalism', a detailed look at how advanced economies demonstrate little real competition in many industries, with implications for the economy, wage inflation, and even politics. Tepper also famously predicted a severe housing crash for…
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Su-Lin Ong, managing director and chief economist at RBC Capital Markets, joins us to talk about what’s driving the global equity sell-off and the likely impact of Labor policy on property prices and consumption outlook. Hosted on Acast. See acast.com/privacy for more information.
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Market Economics MD Stephen Koukoulas joins us to discuss accelerating house price declines, the RBA's challenge, stocks under pressure, the rise of private credit, as well as the improving budget outlook. We also talk about The Everest, the Pies, and the Wallabies. Hosted on Acast. See acast.com/privacy for more information.…
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This week we welcome Westpac’s Head of Macro Strategy David Goodman to talk spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution. Hosted on Acast. See acast.com/privacy for more information.
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Benjamin Griffiths’ $500 million small company fund returned over 30% last year. He joins us to talk banking risk, finding stocks to buy, the managers he supports, and what he gets out of Surf Livesaving at North Bondi in Sydney, Hosted on Acast. See acast.com/privacy for more information.
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Iain Stealey, managing director at JP Morgan Asset Management’s global fixed income group based in London, joins us to talk about the global bond market in the age of quantitative tightening – as well as Australian property, and rugby. Hosted on Acast. See acast.com/privacy for more information.
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VFS Group investment manager James Whelan joins us to discuss the global economy, Australia's domestic outlook amid weak capex, corporate risk attitudes and what the go is with the au pairs. Hosted on Acast. See acast.com/privacy for more information.
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Statewide 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. Hosted on Acast. See acast.com/privacy for more information.
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AMP 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. Hosted on Acast. See acast.com/privacy for more information.…
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Former 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. Hosted on Acast. See acast.com/privacy for more information.
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ANZ 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 Hosted on Acast. See acast.com/privacy for more information.
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John 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. Hosted on Acast. See acast.com/privacy for more information…
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Westpac 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. Hosted on Acast. See acast.com/privacy for more information.
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Eleanor 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 Hosted on Acast. See acast.com/privacy for more information.
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ANZ 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. Hosted on Acast. See acast.com/privacy for more information.
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Corelogic’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. Hosted on Acast. See acast.com/privacy for more information.
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Market 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. Hosted on Acast. See acast.com/privacy for more information.
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Commonwealth 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. Hosted on Acast. See acast.com/privacy for more information.
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We'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. Hosted on Acast. See acast.com/privacy for more information.…
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An epic deep dive on iron ore is part of this episode as Robert Rennie, Westpac’s Global Head of Strategy, joins the show to discuss the domestic and global outlook. Hosted on Acast. See acast.com/privacy for more information.
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Martin Shanahan, CEO of Ireland's Industrial Development Authority, explains the Irish crisis and what the opportunities are for companies now in a recovering Ireland with low tax and access to Europe. Hosted on Acast. See acast.com/privacy for more information.
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Noted economist Warren Hogan joins us to talk about Australia’s domestic outlook, China’s National Party Congress, and what the nasty retail sales data is telling us. Hosted on Acast. See acast.com/privacy for more information.
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On this week’s episode, David is joined by Stephen Koukoulas of Market Economics and Tapas Strickland of the National Australia Bank to discuss Australia’s GDP report, the outlook for the economy and interest rates, along with the greatest risks posed to the global economy in late 2017. The footy finals are also dissected to determine who’ll win th…
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