A comprehensive roundup of the major stories from the region and the people involved and affected by them.
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Nội dung được cung cấp bởi Business Insider Australia. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Business Insider Australia hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list
Manage episode 206685659 series 2317774
Nội dung được cung cấp bởi Business Insider Australia. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Business Insider Australia hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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.
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Hosted on Acast. See acast.com/privacy for more information.
97 tập
Manage episode 206685659 series 2317774
Nội dung được cung cấp bởi Business Insider Australia. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Business Insider Australia hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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.
…
continue reading
Hosted on Acast. See acast.com/privacy for more information.
97 tập
Toate episoadele
×A bunch of things about central banking and what we've learned about money. Hosted on Acast. See acast.com/privacy for more information.
1 Wiith Ken Veksler on cynicism, FX trading phrases, the global economy and the Australian outlook 49:38
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49:38Accumen 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.
1 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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1:00:24Westpact 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.
1 AMP's Shane Oliver on why he started forecasting RBA rate cuts, plus a look at the deteriorating global outlook 51:50
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51:50AMP 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.
1 The Devils and Details Christmas special: the year that was, the year to come, and our naughty and nice list 1:00:17
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1:00:17ANZ 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.…
1 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
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41:49CBA 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.…
1 Devils & Details LIVE (Part II -- The RBA's challenge, and indicators) 57:02
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57:02The 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.…
1 Devils & Details LIVE in Sydney (Part I -- property and portfolios) 43:40
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43:40Our 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.…
1 Defending capitalism: pro-markets vs. pro-business, with Eugenie Joseph from the Centre for Independent Studies 59:07
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59:07Young 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.…
1 With Sally Auld, J.P Morgan Chief Economist and Head of FX Strategy, on volatility, bonds, property and books 57:39
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57:39J.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.…
1 CBA agri commodities strategist Tobin Gorey on trade tensions, currencies, and the food on your plate 58:27
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58:27CBA 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.
1 QF32 Captain Richard de Crespigny on staying calm in a crisis, leadership, and building resilience 54:03
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54:03Regardless 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.…
1 The crushing impact of oligopolies on wealth inequality, wages, and company survival 51:47
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51:47Jonathan 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.…
1 With RBC Capital Markets MD Su-Lin Ong on the stock sell-off, property and policy, and the macro outlook 47:59
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47:59Su-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.
1 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
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47:45Market 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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