A regular podcast featuring leading economic thinkers and market strategists on global and Australian economic issues, financial market developments, policy, and strategy.
Colgo's last show - off we go
A bunch of things about central banking and what we've learned about money. Hosted on Acast. See acast.com/privacy for more information.
2/28/2019 • 51 minutes, 37 seconds
Wiith Ken Veksler on cynicism, FX trading phrases, the global economy and the Australian outlook
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.
2/22/2019 • 49 minutes, 38 seconds
With Wespac's head of market strategy Robert Rennie on the global slowdown and what it means for Australia
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.
2/16/2019 • 1 hour, 24 seconds
AMP's Shane Oliver on why he started forecasting RBA rate cuts, plus a look at the deteriorating global outlook
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.
2/9/2019 • 51 minutes, 50 seconds
The Devils and Details Christmas special: the year that was, the year to come, and our naughty and nice list
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 acast.com/privacy for more information.
12/19/2018 • 1 hour, 17 seconds
With CBA senior economist Gareth Aird on GDP data, the shifting RBA rate outlook, and why economists care too much about aggregate numbers
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 lived experience in the economy. Hosted on Acast. See acast.com/privacy for more information.
12/9/2018 • 41 minutes, 49 seconds
Devils & Details LIVE (Part II -- The RBA's challenge, and indicators)
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 Koukoulas, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan and Pete Wargent of Allen Wargent. Hosted on Acast. See acast.com/privacy for more information.
12/7/2018 • 57 minutes, 2 seconds
Devils & Details LIVE in Sydney (Part I -- property and portfolios)
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.com/privacy for more information.
12/7/2018 • 43 minutes, 40 seconds
Defending capitalism: pro-markets vs. pro-business, with Eugenie Joseph from the Centre for Independent Studies
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.
11/29/2018 • 59 minutes, 7 seconds
With Sally Auld, J.P Morgan Chief Economist and Head of FX Strategy, on volatility, bonds, property and books
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/privacy for more information.
11/23/2018 • 57 minutes, 39 seconds
CBA agri commodities strategist Tobin Gorey on trade tensions, currencies, and the food on your plate
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.
11/15/2018 • 58 minutes, 27 seconds
QF32 Captain Richard de Crespigny on staying calm in a crisis, leadership, and building resilience
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 others about performing under pressure. Hosted on Acast. See acast.com/privacy for more information.
11/12/2018 • 54 minutes, 3 seconds
The crushing impact of oligopolies on wealth inequality, wages, and company survival
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 Australia, and he updates us on his views now that house prices are declining. Hosted on Acast. See acast.com/privacy for more information.
11/1/2018 • 51 minutes, 47 seconds
With RBC Capital Markets MD Su-Lin Ong on the stock sell-off, property and policy, and the macro outlook
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.
10/25/2018 • 47 minutes, 59 seconds
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.
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.
10/16/2018 • 47 minutes, 45 seconds
With Westpac’s Head of Macro Strategy David Goodman on spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution
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.
10/11/2018 • 47 minutes, 19 seconds
With Eley Griffiths founder Ben Griffiths on banks, finding great companies, and rolling with the market
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.
10/4/2018 • 57 minutes, 50 seconds
With JP Morgan Asset Management MD Iain Stealey on the global bond landscape and the end of QE
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.
9/25/2018 • 34 minutes, 28 seconds
With Jordan Eliseo on GFC war stories, gold under pressure, cryptos and rates
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.
9/13/2018 • 45 minutes, 1 second
With VFS Group's James Whelan on capex, banks, rates, currencies and the global outlook.
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.
8/30/2018 • 46 minutes, 56 seconds
With $8 billion fund manager Con Michalakis on diversification, QT, EM, property and rock
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.
8/22/2018 • 47 minutes, 22 seconds
With AMP Capital’s Shane Oliver on the Turkish problem, the US dollar, and the keys to successful investing
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.
8/17/2018 • 48 minutes, 51 seconds
With ALP strategist Eamonn Fitzpatrick on the politics of populism, company tax, property prices, and more
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.
8/8/2018 • 44 minutes, 58 seconds
ANZ’s Joanne Masters on inflation, property prices, and trends in economics education
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.
8/2/2018 • 54 minutes, 19 seconds
Bronte Capital’s John Hempton on good companies versus bad, and the perils of shorting stocks.
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.
7/26/2018 • 48 minutes, 25 seconds
With Westpac’s Robert Rennie on Trump’s tariffs and the implications for the global outlook
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.
7/19/2018 • 58 minutes, 52 seconds
With Saxo’s Eleanor Creagh on trade, demographics, stocks and property
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.
7/12/2018 • 51 minutes, 57 seconds
With ANZ’s Martin Whetton on bonds, the money market, and rates pressure
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.
7/5/2018 • 54 minutes, 50 seconds
With Corelogic’s Cameron Kusher on the property downturn
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.
6/28/2018 • 47 minutes, 22 seconds
With Stephen Koukoulas on the case for rate cuts, housing policy and the end of QE
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.
6/15/2018 • 49 minutes, 53 seconds
With CBA’s Kristina Clifton on the global outlook, GDP growth, property and PMIs
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.
6/8/2018 • 36 minutes, 39 seconds
With Treasurer Scott Morrison on GDP and Housing Risk
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.
6/7/2018 • 33 minutes, 45 seconds
With Shane Oliver on global turmoil, trade and property risks
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.
6/2/2018 • 41 minutes, 42 seconds
With Justin Smirk of Westpac on employment, rising rates, and job creation
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.
5/24/2018 • 46 minutes, 24 seconds
With Pete Wargent on property, price declines and all the risks.
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.
5/18/2018 • 47 minutes, 38 seconds
Budget Special with Warren Hogan
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.
5/9/2018 • 43 minutes, 29 seconds
We're Back! With James Whelan on banks, the royal commission, property, rates, global growth and the budget.
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.
5/4/2018 • 37 minutes, 16 seconds
2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list
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.
12/13/2017 • 1 hour, 1 minute, 42 seconds
With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped
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.
11/23/2017 • 44 minutes, 50 seconds
With ABC Bullion chief economist Jordan Eliseo on wage pressure, the prospect of a royal commission, and bitcoin.
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.
11/16/2017 • 52 minutes, 38 seconds
With Robert Rennie, Westpac’s Global Head of Strategy, on Sydney property, rates, iron ore and more
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.
11/9/2017 • 48 minutes, 10 seconds
Leading Irish government representative Martin Shanahan explains what a recession is really like
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.
10/19/2017 • 40 minutes, 30 seconds
With Warren Hogan on a horror retail sales print, the global recovery, and Australia’s next move
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.
10/5/2017 • 45 minutes, 27 seconds
With $6 billion fund manager Con Michalakis on cryptos, China, rates and property
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.
9/21/2017 • 39 minutes, 32 seconds
Rates, risks, and Australia’s wage growth problem
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 the AFL and NRL premierships. Hosted on Acast. See acast.com/privacy for more information.
9/7/2017 • 43 minutes, 7 seconds
Yield or growth? Harvey Norman or Amazon? With James Whelan of VFS Group
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.
8/31/2017 • 52 minutes, 7 seconds
The ASX, bonds v dividends, Trump's wall - PLUS: the McGregor fight and the goddamn Wallabies
With IG Markets Head of Research Chris Weston on the big macro issues, and the sport Hosted on Acast. See acast.com/privacy for more information.
8/24/2017 • 51 minutes, 49 seconds
Amazon, The ASX, Banks, And North Korea Vs Donald Trump
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
8/10/2017 • 44 minutes, 28 seconds
Amazon, The Surging Dollar, Open Banking -- With Scott Morrison MP.
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
8/3/2017 • 33 minutes, 33 seconds
With Jo Masters Of ANZ On Inflation, The RBA, And Energy Bills.
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
7/27/2017 • 46 minutes, 4 seconds
With ANZ Interest Rates Strategist Martin Whetton On The RBA, The Good Data For The Australian Economy, And The Importance Of Fixed Income In Portfolios.
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
7/20/2017 • 49 minutes, 59 seconds
With CBA Strategist Elias Haddad On The BoC, The Fed, The Global Economy, And Cryptocurrency Madness.
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7/13/2017 • 40 minutes, 13 seconds
With Mark Textor On The New Political Economy
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7/7/2017 • 40 minutes, 14 seconds
A Deep Dive On Australian Jobs, Wages, And The US Federal Reserve
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6/15/2017 • 41 minutes, 45 seconds
Everything From GDP To Consumer PTSD From The GFC
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
6/9/2017 • 40 minutes, 44 seconds
Australian GDP Is Suddenly Looking Shaky
Hosted on Acast. See acast.com/privacy for more information.
5/26/2017 • 41 minutes, 15 seconds
The Trump Slump, Bank Taxes, Wages Growth And The Risks Of AI
With Shane Oliver of AMP Capital on the return of volatility, managing risk in an uncertain political environment, banks, the AI revolution, and a special note about Mark Colvin. Hosted on Acast. See acast.com/privacy for more information.
5/20/2017 • 48 minutes, 2 seconds
Globalisation, AI, Machine Learning, And How The World Responds
See acast.com/privacy for privacy and opt-out information. Hosted on Acast. See acast.com/privacy for more information.
5/15/2017 • 33 minutes, 42 seconds
Budget, Banks, Booms And Blow-ups
Devils and Details 11 May, 2017 Hosted on Acast. See acast.com/privacy for more information.
5/12/2017 • 44 minutes, 50 seconds
Good Debt Vs Bad, 457 Visas, And Why Nobody's Getting Much Of A Pay Rise
With labour market researcher Dr Chris Wright of Sydney University and economist Stephen Koukoulas on immigration, 457 visas, inflation, and "good" and "bad" debt. Hosted on Acast. See acast.com/privacy for more information.
4/28/2017 • 52 minutes, 43 seconds
Banks, Bubbles, Booms And Busts
With Peter Morgan and James Whelan on banks, bubbles, booms and busts Hosted on Acast. See acast.com/privacy for more information.
4/6/2017 • 46 minutes, 19 seconds
With JP Morgan Vice President Laura Fitzsimmons On Stocks, Risk, The Rates Outlook, And TV Hits
Laura Fitzsimmons, vice president, macro sales at JP Morgan Australia, joins us to discuss managing risk after the Trump reflation trade, the challenge for the RBA, and our favourite TV shows. Hosted on Acast. See acast.com/privacy for more information.
3/30/2017 • 42 minutes, 19 seconds
Hedge Funds, Healthy Market Pullbacks, Property Risk, And The Death Of Rugby
With Neil Power, managing director of hedge fund strategies at Blue Sky on healthy market pullbacks, hedge funds and alternative investments. Hosted on Acast. See acast.com/privacy for more information.
3/23/2017 • 42 minutes, 42 seconds
Spaceship, Super, The Fed, Australian Jobs Data And More
With Jordan Eliseo, chief economist at ABC Bullion, on portfolio diversification, Australian housing, and the domestic and global economic issues of the week. Hosted on Acast. See acast.com/privacy for more information.
3/16/2017 • 40 minutes, 40 seconds
ANZ's Joanne Masters Joins Us To Discuss The RBA's Dilemma, Politics And Policy, And The Australian And Domestic Outlook.
With Joanne Masters of ANZ, we talk about the domestic and global outlook after a week in which the RBA turned the dial. Hosted on Acast. See acast.com/privacy for more information.
3/10/2017 • 46 minutes, 13 seconds
With CBA Interest Rates Strategist Jarrod Kerr On GDP, 'Full Metal Trump', Global Rates And Rugby
With CBA interest rates strategist Jarrod Kerr on GDP, 'Full Metal Trump', global rates and rugby Hosted on Acast. See acast.com/privacy for more information.
3/3/2017 • 57 minutes, 20 seconds
FINTECH SPECIAL With Chris Robertson On How AI And Machine Learning Are Changing Financial Markets
FINTECH SPECIAL with Chris Robertson on how AI and machine learning are changing financial markets Hosted on Acast. See acast.com/privacy for more information.
2/23/2017 • 40 minutes, 46 seconds
Australia And The New World: With JP Morgan's Kerry Craig On Wages, GDP, Property, China And Trump
Australia and the new world: With JP Morgan's Kerry Craig on wages, GDP, property, China and Trump Hosted on Acast. See acast.com/privacy for more information.
2/16/2017 • 42 minutes, 59 seconds
The Outlook - With Shane Oliver On Property, Rates, Stocks, And Pop
The Outlook - With Shane Oliver on property, rates, stocks, and pop Hosted on Acast. See acast.com/privacy for more information.
2/11/2017 • 46 minutes, 1 second
Bubble Trouble? With Property Export Pete Wargent On Australia's Housing Market Outlook In 2017.
Bubble Trouble? With property export Pete Wargent on Australia's housing market outlook in 2017. Hosted on Acast. See acast.com/privacy for more information.
2/2/2017 • 45 minutes, 23 seconds
Christmas Special With ANZ's Jo Masters And James Whelan Of VFS: MYEFO, Plus The Best And Worst Calls Of 2016
In our Christmas episode, ANZ's Jo Masters and James Whelan of VFS join Paul Colgan and David Scutt to discuss the year that was in global markets and economics. Hosted on Acast. See acast.com/privacy for more information.
12/22/2016 • 45 minutes, 8 seconds
With Stephen Koukoulas On GDP, The Federal Budget Outlook, And How 'sell Everything' Worked Out
Stephen Koukoulas joins Business Insider's Paul Colgan and David Scutt to discuss the week in global markets and economics. Hosted on Acast. See acast.com/privacy for more information.
12/15/2016 • 46 minutes, 46 seconds
Italy's Referendum, Australia's Troubling Data, And The Mistakes Investors Make
Shane Oliver, AMP Capital chief economist and chief investment officer, joins Business Insider's Paul Colgan and David Scutt to discuss the week in global markets and economics. Hosted on Acast. See acast.com/privacy for more information.
12/1/2016 • 48 minutes, 35 seconds
A Trump Presidency, Soaring Commodities, And Fading Headwinds For Australia
Devils and details by Business Insider Australia. Hosted on Acast. See acast.com/privacy for more information.
11/24/2016 • 38 minutes, 13 seconds
China's Debt, Australia's Banks, Avocados And Apartments
Devils and details by Business Insider Australia. Hosted on Acast. See acast.com/privacy for more information.
10/21/2016 • 44 minutes, 29 seconds
With Former Maryland Governor Martin O'Malley On The Future Of Cities, Trump, And The Next Age Of Leadership
Former Maryland governor Martin O'Malley joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss what's going on with the Republican party, and how technology is changing leadership and the future of cities. Hosted on Acast. See acast.com/privacy for more information.
10/13/2016 • 39 minutes, 22 seconds
US Politics, OPEC's Cut, The Rally In Bulk Commodities, New RBA Governor Philip Lowe And The Footy Grand Finals
Richard Grace, chief currency strategist & head of international economics at Commonwealth Bank, and James Whelan, investment manager at VFS group, joins Business Insider markets editor David Scutt, to discuss the presidential debate, OPEC's surprise cut, a bullish outlook for commodities, and the upcoming RBA meeting. Hosted on Acast. See acast.com/privacy for more information.
9/29/2016 • 45 minutes, 57 seconds
Treasurer Scott Morrison On Fintech, Central Banks, The Changing Workforce And The Footy
Treasurer Scott Morrison joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the ABS, the opportunity afforded by fintech, what central banks are up to, and a changing workforce. And, of course, the footy. Hosted on Acast. See acast.com/privacy for more information.
9/22/2016 • 48 minutes, 52 seconds
With JP Morgan's Kerry Craig On The Global Market Selloff, Japanese Bonds, And Our Favourite Cities
Kerry Craig, global market strategist at J.P. Morgan, joins Business Insider Australia publisher Paul Colgan and markets & economics correspondent Greg McKenna, to discuss last week's selloff, the outlook for US interest rates, and their favourite cities. Hosted on Acast. See acast.com/privacy for more information.
9/15/2016 • 40 minutes, 22 seconds
Australia's Amazing Growth Record, Warning Lights Flashing, The JGB Rout, Rates, And Restaurants
Jo Masters, senior economist at ANZ, joins Business Insider Australia publisher Paul Colgan and markets and markets editor David Scutt, to discuss a week of data releases, what happened to Japanese Bonds, and the outlook for rates in Australia and the US. Hosted on Acast. See acast.com/privacy for more information.
9/8/2016 • 35 minutes, 33 seconds
Australian Capex, Global Currencies On The Move, Retail Sales, And Expat Life
Elias Haddad, senior currency strategist at Commonwealth Bank, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss the latest capex and retail sales data, what's going to happen to the Aussie dollar, and what's surprising about moving to Australia. Hosted on Acast. See acast.com/privacy for more information.
9/1/2016 • 38 minutes, 19 seconds
Market Complacency, Taxi Drivers, Woolworths, Qantas And The AFL
Matt Felsman, private wealth adviser at APP Securities, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss a boring week in markets, and the ups and downs of Woolworths, Qantas and Blackmores Hosted on Acast. See acast.com/privacy for more information.
8/25/2016 • 40 minutes, 54 seconds
The Reality For Global Growth, Australia's Reporting Season, Jobs Data And Our Favourite Data Releases To Watch
David Bassanese, chief economist at BetaShares, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss global growth, the lackluster reporting season and their favourite data releases. Hosted on Acast. See acast.com/privacy for more information.
8/18/2016 • 43 minutes, 2 seconds
Australia's Census Fiasco, Politics And The Economy, And Finance Twitter Favourites
Stephen Koukoulas, managing director of Market Economics, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss Tuesday's census disaster, questions over the ABS, how politics is affecting the economy and some suggestions of who to follow on Twitter. Hosted on Acast. See acast.com/privacy for more information.
8/11/2016 • 57 minutes, 19 seconds
Banks' Rate Cuts And The RBA, Plus 5 Huge Questions For The Global Economy
Shane Oliver, head of investment strategy and chief economist at AMP Capital, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the RBA rate cut and bank funding, and to answer some questions posed by Bill Gross. Hosted on Acast. See acast.com/privacy for more information.
8/4/2016 • 40 minutes, 1 second
The RBA's Puzzle, Why Australian Prices Are Going Nowhere, And Strength In Global Stocks
ANZ senior economist Joanne Masters joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the what's causing slowing Australian inflation, how the RBA will respond to CPI and labor market figures, and the economic headwinds for the rest of the year. Hosted on Acast. See acast.com/privacy for more information.
7/29/2016 • 44 minutes, 47 seconds
NZ's Housing Bubble, Why Markets 'buy The Dip', Venezuela's Looming Crisis, And The RBA
Former Colonial First State investment director Chris Robertson joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss New Zealand house prices, inflation in Australia and New Zealand, and hyperinflation in Venezuela. Hosted on Acast. See acast.com/privacy for more information.
7/21/2016 • 40 minutes, 14 seconds
Australia's Last Boom? The Domestic Outlook, Inflation, And Interest Rates In A Low-growth World.
Warren Hogan, former chief economist at ANZ joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the fading construction boom, what a low-growth world will look like, and what's happening with inflation. Hosted on Acast. See acast.com/privacy for more information.
7/14/2016 • 44 minutes, 14 seconds
The Australian Election Outcome, A Negative Yield World, And The Trouble With Europe
James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss S&P's placing Australia's AAA credit rating on negative watch, the impact of election uncertainty and a hung parliament, and more bad news out of Europe. Hosted on Acast. See acast.com/privacy for more information.
7/7/2016 • 39 minutes, 29 seconds
Election 2016 Special: Malcolm Turnbull, Bill Shorten, And The Economic Backdrop For Australia's Choice
Australia heads to the polls this weekend. Michael McCarthy, Chief Markets Strategist at CMC Markets joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the election, and the economics informing the choice. Hosted on Acast. See acast.com/privacy for more information.
6/30/2016 • 42 minutes, 51 seconds
Global Market Chaos Follows Shock Brexit Vote - What's Next?
The UK has surprised markets, voting to leave the European Union. Chris Weston, chief market strategist at IG Markets joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to what happened and what happens next Hosted on Acast. See acast.com/privacy for more information.
6/24/2016 • 48 minutes, 45 seconds
Brexit, Volatility, Lithium And Beer
With the Brexit referendum looking like it could go either way, Julia Lee, equities analyst at Bell Direct, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss potential fallout, volatility and commodities. Hosted on Acast. See acast.com/privacy for more information.
6/16/2016 • 35 minutes, 33 seconds
A Conga Line Of Interest Rate Slashing
James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss yet more rate cuts, potentially problematic IPO's, and who will top the Euroleague. Hosted on Acast. See acast.com/privacy for more information.
6/9/2016 • 37 minutes, 27 seconds
Aussie GDP Soars, The Sustainability Of Rising House Prices, And What's Going On With The Weather?
Shane Oliver, head of investment strategy and chief economist at AMP Capital, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss stellar GDP numbers, whether rising house prices in Melbourne and Sydney are sustainable, and how bad weather is impacting the retail sector. Hosted on Acast. See acast.com/privacy for more information.
6/3/2016 • 42 minutes, 1 second
Shorting The Banks, Retailers Are Challenged And What's Going On With The Aussie?
Julia Lee, equities analyst at Bell Direct, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss what has happened to those shorting the big banks, what is going on with retailers following the big Target writedown, and what's going on with inflation and the Aussie dollar. Hosted on Acast. See acast.com/privacy for more information.
5/27/2016 • 40 minutes, 25 seconds
Oil Gains, Inflation Disappoints And The Fed Puts A June Rate Rise In Play
James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss whether oil has bottomed out, what's happening with inflation and record low Australian wage inflation, and the Fed minutes hinting at a possible rate rise in June. Hosted on Acast. See acast.com/privacy for more information.
5/20/2016 • 33 minutes, 3 seconds
Property, Gold And The Footy
Jordan Eliseo, Chief Economist of ABC Bullion, joins publisher of Business Insider Australia Paul Colgan and markets editor David Scutt to talk about Australian property, gold and commodities, and predict who will win the AFL. Hosted on Acast. See acast.com/privacy for more information.