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

Feb 16th, 2019 1h

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

Feb 9th, 2019 51m 50s

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 f

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

Dec 19th, 2018 1h

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

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

Dec 9th, 2018 41m 49s

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. Ai

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

Dec 7th, 2018 57m 2s

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 featu

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

Dec 7th, 2018 43m 40s

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 W

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

Nov 29th, 2018 59m 7s

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 que

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

Nov 23rd, 2018 57m 39s

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 d

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

Nov 15th, 2018 58m 27s

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

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

Nov 12th, 2018 54m 3s

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 fa

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

Nov 1st, 2018 51m 47s

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

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

Oct 25th, 2018 47m 59s

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 ac

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.

Oct 16th, 2018 47m 45s

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 Pi

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

Oct 11th, 2018 47m 19s

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

Oct 4th, 2018 57m 50s

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 Acas

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

Sep 25th, 2018 34m 28s

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 o

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

Sep 13th, 2018 45m 1s

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.

Aug 30th, 2018 46m 56s

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 infor

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

Aug 22nd, 2018 47m 22s

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 mor

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

Aug 17th, 2018 48m 51s

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 b

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

Aug 8th, 2018 44m 58s

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

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

Aug 2nd, 2018 54m 19s

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 infor

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

Jul 26th, 2018 48m 25s

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 t