Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio’s solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast

Over the past few months we have looked several times at debt crises and how they are likely to be resolved. We had Dr Hail on to talk about MMT, we featured Ray Dalio’s solutions to debt crises and this week we hear the third option: Austrian economics. Jonathan Rochford will take to the podcast

With the COVID-19 lockdown in full swing and unemployment rising, many commentators including Nucleus Wealth are tipping that Australian house prices will fall over the coming year. Today we were joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values will actually rise. Join MB Fund’s Head of Investments

With the COVID-19 lockdown in full swing and unemployment rising, many commentators including MacroBusiness are tipping that Australian house prices will fall over the coming year. Today we are joined by Dr Cameron Murray, who takes the opposing view and believes that Australian housing values will actually rise. Join us in today’s investment webinar (LIVE

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle. In this episode we have a look at the question of whether this will end another short term

Will the virus cause a debt crisis? And if so, what type of debt crisis? Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle. In this episode we have a look at the question of whether this will end another short

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told reporters China may or may not keep the trade deal. We cover what that could mean for global markets, and it’s impact on Australia’s economy. We’ll conclude by discussing

In today’s investment webinar (LIVE 12:30pm AEST), MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, and Head of Operations Tim Fuller cover “Trump reignites Trade war after U.S. Coronavirus woes”. Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. On Wednesday Trump said he

It was the absolute whipping boy of the crisis. Now it’s the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? On the agenda, we discuss the rebound and and the drivers of AUD to investigate further. Drivers covered will include: 1. global and Australian growth (or, more

Australian Property has caught Coronavirus: The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points to heavy declines in Australian dwelling values. In today’s webinar MB Fund’s Head

In today’s investment webinar (LIVE 12:30pm AEST), MB Fund’s Head of Investments Damien Klassen, Chief Economist Leith Van Onselen, Head of Operations Tim Fuller and Property Buyers Advocate Catherine Cashmore, cover “Australian Property Catches Coronavirus”. The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates

What’s our view of Long and Short investing during the Coronavirus Pandemic? In today’s webinar Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, to address this question. Apologies for John’s low audio levels. We’ve amplified him in the

In today’s investment webinar (LIVE 12:30pm AEST), MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, discuss “The Long and Short investing during the Coronavirus Pandemic”. Topics on the agenda include a macro look at the economy, the values

Is it time to re-enter the world stock market? In today’s webinar MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith and Tim Fuller address the question on everyone’s mind Topics on the agenda include a summary of the current issues facing worldwide economies and markets, Coronavirus just being the pin popping the

In today’s investment webinar (live 12:30 aedt), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover “Is it time to re-enter world stock markets?” Click here to subscribe to our YouTube channel to be notified when this and future episodes go live   HEAD

*Audio issues are resolved and edited out, apologies for those listening live who had to put up with those first few minutes.* Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer surveys are showing. Mortgage stress has jumped alarmingly this month,

In today’s investment webinar (live 12:30 aedt), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Principal of Digital Finance Analytics Martin North, as they cover “Will Coronavirus collapse the Australian Property market?” Will Coronavirus collapse the Australian Property market? Martin North joins the podcast to discuss what his mortgage stress consumer

A second episode this week! Topics on the agenda today; how Marcus Today & Nucleus Wealth have performed thus far throughout the Coronavirus Crash, Marcus’ unique investment perspective, the impact (or lack thereof) of interest rate drops to the market, Trump’s obsession with the stock market, if there will be structural changes in Australia after

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of banks and central banks? What are the implications for assets? All of these questions and more answered today by MB Fund’s

In today’s webinar (live 12:30 aedt), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller  as they cover “The New Credit Ice Age.” Today we look at the at the credit fallout of COVID-19. What is the nature of this financial crisis? Is it over or does

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Jonathon Rochford of distressed debt lender Narrow Road Capital as they cover “Coronavirus Brings Feast to Distressed Debt Market” Topics include: corporate debt markets – how locked up are they and what will clear them, what Jonathan is seeing in

In today’s webinar (live 12:30 aedt), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, Tim Fuller and Jonathon Rochford of distressed debt lender Narrow Road Capital as they cover “Coronavirus Brings Feast to Distressed Debt Market” On the agenda today: (a) corporate debt markets – how locked up are

In today’s webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller, as they cover “Coronavirus causes Markets State Of Emergency.” The agenda includes a virus update, discussion on the credit markets, stock market, property market, potential stimulus, when to buy back into markets

Coronavirus shocks have resulted in a major blow to Australia by slowing economic activity with its major trading partner, China. We look at the 3 sectors hit hardest by this; Education, Tourism & Commodities. Slides referenced throughout the episode In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van

The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 2019, higher than analyst predictions. However, if you look below the surface, it’s far from all roses for the Australian economy. If you exclude net exports, Australia’s economic growth was lower than population growth. Slides referenced throughout the episode

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the effects. Join us for an update as we discuss the progression of Coronavirus outside China, and the resulting reaction of bond and equity marks Updated slides referenced throughout the episode In today’s webinar, hear

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the effects. Join us for an update as we discuss the progression of the Coronavirus outside China, and the resulting reaction of bond and equity marks In today’s webinar, hear from MB Fund’s Head of

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt. In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and special guest Christopher Joye as they cover the “Attack of the Zombies”. Discussion ranges from Government and Hybrid Bonds, rising interest rates, Inflation & growth, Zombie Companies

The recent Australian Housing report from CoreLogic shows Australian Property has seen a powerful rebound in the past 6-12 months. Today we covered what the data shows, the reasons for the rebound, Catherine’s thoughts on the landscape, and most importantly, is it sustainable? In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen,