最佳Business Insider Australia播客 (2024)

Accumen Management's Ken Veksler cynicism, FX trading phrases, the global economy and the Australian outlook Hosted on Acast. See acast.com/privacy for more information.

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With Wespac's head of market strategy Robert Rennie on the global slowdown and what it means for Australia 1:00:24

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6y ago1:00:24

1:00:24

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's Shane Oliver on why he started forecasting RBA rate cuts, plus a look at the deteriorating global outlook 51:50

6y ago51:50

51:50

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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The Devils and Details Christmas special: the year that was, the year to come, and our naughty and nice list 1:00:17

6y ago1:00:17

1:00:17

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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With CBA senior economist Gareth Aird on GDP data, the shifting RBA rate outlook, and why economists care too much about aggregate numbers 41:49

6y ago41:49

41:49

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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Devils & Details LIVE (Part II -- The RBA's challenge, and indicators) 57:02

6y ago57:02

57:02

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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Devils & Details LIVE in Sydney (Part I -- property and portfolios) 43:40

6y ago43:40

43:40

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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Defending capitalism: pro-markets vs. pro-business, with Eugenie Joseph from the Centre for Independent Studies 59:07

6y ago59:07

59:07

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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With Sally Auld, J.P Morgan Chief Economist and Head of FX Strategy, on volatility, bonds, property and books 57:39

6y ago57:39

57:39

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 on trade tensions, currencies, and the food on your plate 58:27

6y ago58:27

58:27

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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QF32 Captain Richard de Crespigny on staying calm in a crisis, leadership, and building resilience 54:03

6y ago54:03

54:03

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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The crushing impact of oligopolies on wealth inequality, wages, and company survival 51:47

6y ago51:47

51:47

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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With RBC Capital Markets MD Su-Lin Ong on the stock sell-off, property and policy, and the macro outlook 47:59

6y ago47:59

47:59

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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With Stephen Koukoulas on property price declines, the case for a rate cut, global markets, private credit risk, plus the budget and all the sport. 47:45

6y ago47:45

47:45

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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With Westpac’s Head of Macro Strategy David Goodman on spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution 47:19

6y ago47:19

47:19

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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With Eley Griffiths founder Ben Griffiths on banks, finding great companies, and rolling with the market 57:50

6y ago57:50

57:50

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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With JP Morgan Asset Management MD Iain Stealey on the global bond landscape and the end of QE 34:28

6y ago34:28

34:28

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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With Jordan Eliseo on GFC war stories, gold under pressure, cryptos and rates 45:01

6y ago45:01

45:01

ABC Bullion chief economist Jordan Eliseo joins us to talk about the GFC 10 years on, why gold has been under pressure, creaky cryptos and Australia’s domestic outlook Hosted on Acast. See acast.com/privacy for more information.

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With VFS Group's James Whelan on capex, banks, rates, currencies and the global outlook. 46:56

6y ago46:56

46:56

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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With $8 billion fund manager Con Michalakis on diversification, QT, EM, property and rock 47:22

6y ago47:22

47:22

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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With AMP Capital’s Shane Oliver on the Turkish problem, the US dollar, and the keys to successful investing 48:51

6+ y ago48:51

48:51

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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With ALP strategist Eamonn Fitzpatrick on the politics of populism, company tax, property prices, and more 44:58

6+ y ago44:58

44:58

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’s Joanne Masters on inflation, property prices, and trends in economics education 54:19

6+ y ago54:19

54:19

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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Bronte Capital’s John Hempton on good companies versus bad, and the perils of shorting stocks. 48:25

6+ y ago48:25

48:25

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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With Westpac’s Robert Rennie on Trump’s tariffs and the implications for the global outlook 58:52

6+ y ago58:52

58:52

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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With Saxo’s Eleanor Creagh on trade, demographics, stocks and property 51:57

6+ y ago51:57

51:57

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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With ANZ’s Martin Whetton on bonds, the money market, and rates pressure 54:50

6+ y ago54:50

54:50

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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With Corelogic’s Cameron Kusher on the property downturn 47:22

6+ y ago47:22

47:22

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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With Stephen Koukoulas on the case for rate cuts, housing policy and the end of QE 49:53

6+ y ago49:53

49:53

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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With CBA’s Kristina Clifton on the global outlook, GDP growth, property and PMIs 36:39

6+ y ago36:39

36:39

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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With Treasurer Scott Morrison on GDP and Housing Risk 33:45

6+ y ago33:45

33:45

Federal Treasurer Scott Morrison joins us to talk about the national accounts, house price falls, tightening credit, and immigration rates. Produced by DarenLake & Pod Paste Hosted on Acast. See acast.com/privacy for more information.

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With Shane Oliver on global turmoil, trade and property risks 41:42

6+ y ago41:42

41:42

AMP 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. Hosted on Acast. See acast.com/privacy for more information.

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With Justin Smirk of Westpac on employment, rising rates, and job creation 46:24

6+ y ago46:24

46:24

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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With Pete Wargent on property, price declines and all the risks. 47:38

6+ y ago47:38

47:38

Pete Wargent of Allen Wargent property advisors joins us to talk about the reality of price declines and the macro outlook for Australian housing. Hosted on Acast. See acast.com/privacy for more information.

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Budget Special with Warren Hogan 43:29

6+ y ago43:29

43:29

Former senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget. Hosted on Acast. See acast.com/privacy for more information.

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We're Back! With James Whelan on banks, the royal commission, property, rates, global growth and the budget. 37:16

6+ y ago37:16

37:16

With James Whelan on banks, the royal commission, property, rates, global growth and the budget. Hosted on Acast. See acast.com/privacy for more information.

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2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list 1:01:42

7y ago1:01:42

1:01:42

We’re joined by ANZ’s Joanne Masters, JPMorgan’s Laura Fitzsimmons, and VFS Group’s James Whelan to talk about the year that was. Hosted on Acast. See acast.com/privacy for more information.

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With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped 44:50

7y ago44:50

44:50

Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig Hosted on Acast. See acast.com/privacy for more information.

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With ABC Bullion chief economist Jordan Eliseo on wage pressure, the prospect of a royal commission, and bitcoin. 52:38

7y ago52:38

52:38

Jordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves. Hosted on Acast. See acast.com/privacy for more information.

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With Robert Rennie, Westpac’s Global Head of Strategy, on Sydney property, rates, iron ore and more 48:10

7y ago48:10

48:10

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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Leading Irish government representative Martin Shanahan explains what a recession is really like 40:30

7y ago40:30

40:30

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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With Warren Hogan on a horror retail sales print, the global recovery, and Australia’s next move 45:27

7y ago45:27

45:27

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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With $6 billion fund manager Con Michalakis on cryptos, China, rates and property 39:32

7y ago39:32

39:32

The CIO of Statewide Super joins us to explain his bearish take on the world in general Hosted on Acast. See acast.com/privacy for more information.

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Rates, risks, and Australia’s wage growth problem 43:07

7y ago43:07

43:07

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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Yield or growth? Harvey Norman or Amazon? With James Whelan of VFS Group 52:07

7y ago52:07

52:07

James Whelan, investment manager at VFS Group, joins us to talk North Korea, the ASX, retail stocks, and the cricket. Hosted on Acast. See acast.com/privacy for more information.