Devils and Details by Business Insider Australia

Colgo's last show - off we go

Thu, 28 Feb 2019 12:22:28 GMT

A bunch of things about central banking and what we've learned about money.

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

Wiith Ken Veksler on cynicism, FX trading phrases, the global economy and the Australian outlook

Fri, 22 Feb 2019 13:46:24 GMT

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.

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

Sat, 16 Feb 2019 22:14:10 GMT

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.

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

Sat, 09 Feb 2019 22:20:07 GMT

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.

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

Wed, 19 Dec 2018 03:35:56 GMT

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.

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

Sun, 09 Dec 2018 00:51:58 GMT

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.

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

Fri, 07 Dec 2018 04:25:21 GMT

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.

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

Fri, 07 Dec 2018 04:24:59 GMT

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.

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

Thu, 29 Nov 2018 13:14:32 GMT

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.

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

Fri, 23 Nov 2018 07:24:17 GMT

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.

CBA agri commodities strategist Tobin Gorey on trade tensions, currencies, and the food on your plate

Thu, 15 Nov 2018 18:39:05 GMT

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.

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

Mon, 12 Nov 2018 10:40:08 GMT

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.

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

Thu, 01 Nov 2018 19:37:02 GMT

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.

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

Thu, 25 Oct 2018 23:11:26 GMT

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.

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.

Tue, 16 Oct 2018 23:48:41 GMT

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.

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

Thu, 11 Oct 2018 20:55:54 GMT

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.

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

Thu, 04 Oct 2018 08:39:54 GMT

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.

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

Tue, 25 Sep 2018 13:41:06 GMT

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.

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

Thu, 13 Sep 2018 13:05:17 GMT

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.

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

Thu, 30 Aug 2018 11:52:37 GMT

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.

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

Wed, 22 Aug 2018 12:03:36 GMT

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.

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

Fri, 17 Aug 2018 11:45:42 GMT

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.

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

Wed, 08 Aug 2018 13:19:28 GMT

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.

ANZ’s Joanne Masters on inflation, property prices, and trends in economics education

Thu, 02 Aug 2018 09:45:20 GMT

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.

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

Thu, 26 Jul 2018 12:44:36 GMT

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.

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

Thu, 19 Jul 2018 13:27:23 GMT

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.

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

Thu, 12 Jul 2018 08:58:27 GMT

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.

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

Thu, 05 Jul 2018 14:41:45 GMT

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.

With Corelogic’s Cameron Kusher on the property downturn

Thu, 28 Jun 2018 01:17:30 GMT

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.

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

Fri, 15 Jun 2018 13:21:01 GMT

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.

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

Fri, 08 Jun 2018 12:31:16 GMT

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.

With Treasurer Scott Morrison on GDP and Housing Risk

Thu, 07 Jun 2018 10:09:00 GMT

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.

With Shane Oliver on global turmoil, trade and property risks

Sat, 02 Jun 2018 04:49:55 GMT

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.

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

Thu, 24 May 2018 12:16:39 GMT

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.

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

Fri, 18 May 2018 12:37:42 GMT

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.

Budget Special with Warren Hogan

Wed, 09 May 2018 13:35:30 GMT

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.

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

Fri, 04 May 2018 12:45:30 GMT

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.

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

Wed, 13 Dec 2017 13:04:24 GMT

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.

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

Thu, 23 Nov 2017 10:13:57 GMT

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.

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

Thu, 16 Nov 2017 10:13:11 GMT

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.

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

Thu, 09 Nov 2017 12:24:06 GMT

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.

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

Thu, 19 Oct 2017 19:23:16 GMT

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.

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

Thu, 05 Oct 2017 11:10:51 GMT

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.

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

Thu, 21 Sep 2017 20:39:56 GMT

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.

Rates, risks, and Australia’s wage growth problem

Thu, 07 Sep 2017 22:57:54 GMT

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.

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

Thu, 31 Aug 2017 21:37:39 GMT

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.

The ASX, bonds v dividends, Trump's wall - PLUS: the McGregor fight and the goddamn Wallabies

Thu, 24 Aug 2017 12:20:25 GMT

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.

Amazon, The ASX, Banks, And North Korea Vs Donald Trump

Thu, 10 Aug 2017 12:47:28 GMT

See acast.com/privacy for privacy and opt-out information.

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

Amazon, The Surging Dollar, Open Banking -- With Scott Morrison MP.

Thu, 03 Aug 2017 13:09:16 GMT

See acast.com/privacy for privacy and opt-out information.

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

With Jo Masters Of ANZ On Inflation, The RBA, And Energy Bills.

Thu, 27 Jul 2017 13:44:06 GMT

See acast.com/privacy for privacy and opt-out information.

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

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.

Thu, 20 Jul 2017 22:05:50 GMT

See acast.com/privacy for privacy and opt-out information.

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

With CBA Strategist Elias Haddad On The BoC, The Fed, The Global Economy, And Cryptocurrency Madness.

Thu, 13 Jul 2017 14:37:12 GMT

See acast.com/privacy for privacy and opt-out information.

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

With Mark Textor On The New Political Economy

Fri, 07 Jul 2017 00:48:10 GMT

See acast.com/privacy for privacy and opt-out information.

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

A Deep Dive On Australian Jobs, Wages, And The US Federal Reserve

Thu, 15 Jun 2017 11:52:37 GMT

See acast.com/privacy for privacy and opt-out information.

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

Everything From GDP To Consumer PTSD From The GFC

Fri, 09 Jun 2017 04:09:03 GMT

See acast.com/privacy for privacy and opt-out information.

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

Australian GDP Is Suddenly Looking Shaky

Fri, 26 May 2017 00:13:22 GMT

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

The Trump Slump, Bank Taxes, Wages Growth And The Risks Of AI

Sat, 20 May 2017 22:47:24 GMT

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.

Globalisation, AI, Machine Learning, And How The World Responds

Mon, 15 May 2017 07:32:51 GMT

See acast.com/privacy for privacy and opt-out information.

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

Budget, Banks, Booms And Blow-ups

Fri, 12 May 2017 00:56:59 GMT

Devils and Details 11 May, 2017

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

Good Debt Vs Bad, 457 Visas, And Why Nobody's Getting Much Of A Pay Rise

Fri, 28 Apr 2017 00:14:43 GMT

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.

Banks, Bubbles, Booms And Busts

Thu, 06 Apr 2017 23:32:41 GMT

With Peter Morgan and James Whelan on banks, bubbles, booms and busts

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

With JP Morgan Vice President Laura Fitzsimmons On Stocks, Risk, The Rates Outlook, And TV Hits

Thu, 30 Mar 2017 13:00:41 GMT

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.

Hedge Funds, Healthy Market Pullbacks, Property Risk, And The Death Of Rugby

Thu, 23 Mar 2017 14:40:29 GMT

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.

Spaceship, Super, The Fed, Australian Jobs Data And More

Thu, 16 Mar 2017 22:56:36 GMT

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.

ANZ's Joanne Masters Joins Us To Discuss The RBA's Dilemma, Politics And Policy, And The Australian And Domestic Outlook.

Fri, 10 Mar 2017 04:39:24 GMT

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.

With CBA Interest Rates Strategist Jarrod Kerr On GDP, 'Full Metal Trump', Global Rates And Rugby

Fri, 03 Mar 2017 04:52:41 GMT

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.

FINTECH SPECIAL With Chris Robertson On How AI And Machine Learning Are Changing Financial Markets

Thu, 23 Feb 2017 10:21:08 GMT

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.

Australia And The New World: With JP Morgan's Kerry Craig On Wages, GDP, Property, China And Trump

Thu, 16 Feb 2017 22:40:46 GMT

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.

The Outlook - With Shane Oliver On Property, Rates, Stocks, And Pop

Sat, 11 Feb 2017 03:10:29 GMT

The Outlook - With Shane Oliver on property, rates, stocks, and pop

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

Bubble Trouble? With Property Export Pete Wargent On Australia's Housing Market Outlook In 2017.

Thu, 02 Feb 2017 04:38:06 GMT

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.

Christmas Special With ANZ's Jo Masters And James Whelan Of VFS: MYEFO, Plus The Best And Worst Calls Of 2016

Thu, 22 Dec 2016 04:16:08 GMT

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.

With Stephen Koukoulas On GDP, The Federal Budget Outlook, And How 'sell Everything' Worked Out

Thu, 15 Dec 2016 02:14:36 GMT

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.

Italy's Referendum, Australia's Troubling Data, And The Mistakes Investors Make

Thu, 01 Dec 2016 23:06:30 GMT

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.

A Trump Presidency, Soaring Commodities, And Fading Headwinds For Australia

Thu, 24 Nov 2016 01:29:32 GMT

Devils and details by Business Insider Australia.

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

China's Debt, Australia's Banks, Avocados And Apartments

Fri, 21 Oct 2016 05:26:21 GMT

Devils and details by Business Insider Australia.

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

With Former Maryland Governor Martin O'Malley On The Future Of Cities, Trump, And The Next Age Of Leadership

Thu, 13 Oct 2016 05:23:41 GMT

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.

US Politics, OPEC's Cut, The Rally In Bulk Commodities, New RBA Governor Philip Lowe And The Footy Grand Finals

Thu, 29 Sep 2016 08:04:26 GMT

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.

Treasurer Scott Morrison On Fintech, Central Banks, The Changing Workforce And The Footy

Thu, 22 Sep 2016 05:14:45 GMT

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.

With JP Morgan's Kerry Craig On The Global Market Selloff, Japanese Bonds, And Our Favourite Cities

Thu, 15 Sep 2016 05:46:15 GMT

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.

Australia's Amazing Growth Record, Warning Lights Flashing, The JGB Rout, Rates, And Restaurants

Thu, 08 Sep 2016 06:22:23 GMT

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.

Australian Capex, Global Currencies On The Move, Retail Sales, And Expat Life

Thu, 01 Sep 2016 09:44:54 GMT

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.

Market Complacency, Taxi Drivers, Woolworths, Qantas And The AFL

Thu, 25 Aug 2016 18:34:25 GMT

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.

The Reality For Global Growth, Australia's Reporting Season, Jobs Data And Our Favourite Data Releases To Watch

Thu, 18 Aug 2016 11:38:38 GMT

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.

Australia's Census Fiasco, Politics And The Economy, And Finance Twitter Favourites

Thu, 11 Aug 2016 21:58:11 GMT

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.

Banks' Rate Cuts And The RBA, Plus 5 Huge Questions For The Global Economy

Thu, 04 Aug 2016 03:49:47 GMT

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.

The RBA's Puzzle, Why Australian Prices Are Going Nowhere, And Strength In Global Stocks

Fri, 29 Jul 2016 02:39:33 GMT

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.

NZ's Housing Bubble, Why Markets 'buy The Dip', Venezuela's Looming Crisis, And The RBA

Thu, 21 Jul 2016 05:14:03 GMT

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.

Australia's Last Boom? The Domestic Outlook, Inflation, And Interest Rates In A Low-growth World.

Thu, 14 Jul 2016 04:27:56 GMT

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.

The Australian Election Outcome, A Negative Yield World, And The Trouble With Europe

Thu, 07 Jul 2016 04:19:03 GMT

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.

Election 2016 Special: Malcolm Turnbull, Bill Shorten, And The Economic Backdrop For Australia's Choice

Thu, 30 Jun 2016 04:08:48 GMT

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.

Global Market Chaos Follows Shock Brexit Vote - What's Next?

Fri, 24 Jun 2016 06:23:48 GMT

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.

Brexit, Volatility, Lithium And Beer

Thu, 16 Jun 2016 04:03:11 GMT

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.

A Conga Line Of Interest Rate Slashing

Thu, 09 Jun 2016 07:13:52 GMT

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.

Aussie GDP Soars, The Sustainability Of Rising House Prices, And What's Going On With The Weather?

Fri, 03 Jun 2016 01:23:16 GMT

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.

Shorting The Banks, Retailers Are Challenged And What's Going On With The Aussie?

Fri, 27 May 2016 04:00:09 GMT

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.

Oil Gains, Inflation Disappoints And The Fed Puts A June Rate Rise In Play

Fri, 20 May 2016 03:07:47 GMT

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.

Property, Gold And The Footy

Fri, 13 May 2016 01:44:37 GMT

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.