Podcasts

1

MB Fund Podcast: Is Superannuation Distorting Investment Markets? With Dr Cameron Murray

Our attention turns this week to what is most Australian’s second biggest asset, Superannuation. Super means a lot things to every Australian. For some it’s a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and reliable. For others it is an annoying, mandated

23

MB Fund Podcast: The disastrous Economics of Climate Change, with Prof. Steve Keen

On the agenda today: • prof. Keen’s recent work on the appallingly bad neoclassical economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate change are at least an order of

13

MB Fund Podcast Special: Dr Frankenberg’s Mad Budget Experiment!

A special episode of the podcast this week, in which MB Fund’s Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller dive into Dr Frankenberg’s Mad Budget Experiment! (aka Australia’s Budget). On the agenda: • The budget numbers & policies • Economic, political

95

MB Radio: Irresponsibility becomes the new black

Ahead of the anticipated announcement of the Federal Governments trashing of responsible lending laws by moving oversight of financial lending from ASIC to APRA, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the implications of the move, and how this positions the Australian economy.  The sound is a touch raw, and the discussion

13

MB Fund podcast: Is Gold the anti-dollar? With John Deniz

In today’s investment webinar,MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and funds manager John Deniz turn their attention to if Gold is the anti-dollar. On the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and

5

MB Fund Podcast: Gammaquake! Are markets about to break?

Is the Gammaquake over or just beginning? What actually is gamma and why should you care. Join us today to discuss recent market movements and what they mean for investment portfolios In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller investigate if

11

MB Fund Podcast – Australian Households weighed down by Debt Anchor? With Prof. Richard Holden

In today’s investment webinar Nucleus Wealth’s Head of Investments Damien Klassen, Head of Advice Tim Fuller and Prof. Richard Holden explore what measures are left for both monetary and fiscal levers with the chance to prevent, or exacerbate the indelible effects of the pandemic on the Australian economy. Join us as we discuss the ongoing

14

MB Fund Podcast: Testing Australian Property for Coronavirus, with Stephen Mitchell

With the Australian property market in a marked period of uncertainty due to Coronavirus, we take an on-the-ground look at what’s happening within the broader lending market. This means diving into the world of bad debts as they relate to bank lending, developers, commercial and residential property to get an indication for just how great

5

MB Fund Podcast: The Future of Financial Advice with Purpose Advisory and Metlife

The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what these mean for clients and advisers, and what the future of financial advice looks like, we’ve brought Tristan Scifo and Harry Goldberg from Purpose Advisory onto the panel

16

MB Fund Podcast: Will Technology Driven Deflation be ‘The Price of Tomorrow’? With Jeff Booth

Join us as we discuss Technology’s ever-growing role in the world, the resulting deflation it will generate, and the major structural changes to the economy as we know it caused by this. We discuss these changes in industries it’s already happened in, as well as some likely candidates such as energy and automotive. We wrap

55

MB Radio: A podcast of gloomy disposition

  With the sheer enormity of the COVID19 pandemic’s economic impact only starting to dawn, David Llewellyn Smith and Leith Van Onselen spoke with Gunnamatta on the major forms the shock has taken through the Australian economy.  Over the course of about 75 minutes (3 parts) they cover the ugly numbers and the dynamics across

24

MB Fund Podcast: Pulling back the curtain on Australia’s economy with CBA’s Head of Economics, Gareth Aird

Join us as we discuss CBA’s real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth’s views on the housing market. In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, Chief Economist Leith van Onselen, Head of Financial Advice Tim Fuller and CBA’s Head

18

MB Fund podcast: Will Insolvencies topple the Australian economy? With Caroline Di Russo (Includes podcast version)

Markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn’t concerned markets in recent months, and it doesn’t look like concerning markets any time soon.  Therefore, we’re looking at factors that may bring markets back to earth, and believe corporate insolvencies may be a key

1

MB Fund Podcast: How to find Income in a 0% Interest Rate Environment (updated with podcast audio)

In todays show we focus our attention on an emerging issue faced by both institutions and retirees alike : finding income in a zero interest rate environment, that could last for another decade. Areas of interest today: A philosophical approach to yield Some exploration of commonly available bond options and how they can be used

62

MB Fund Podcast: Coronavirus to kill Australian property (updated with podcast version)

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 declines in Australian dwelling values. Yet these headwinds pale next to the looming headwind of heavy falls

8

MB Fund Podcast: Is the recovery driven by Robinhood & Robots? With Kevin Muir (The Macro Tourist) – Updated with podcast audio

We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, with special guest Kevin Muir joining to offer his take on the driving forces behind the recent resurgence, and a look to the potential trouble

13

MB Fund Podcast: Markets disconnect from reality: what comes next? (Updated with podcast version)

Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn’t concerned markets for the past six weeks and, to be frank, it doesn’t look like concerning markets any time soon. We discuss pertinent

2

MB Fund podcast: Will the Australian Property Market Crash or Climb? With Martin North LIVE 12:30 AEST

Will the Australian Property market Crash or Climb? Martin North joins us on the podcast for an update of his mortgage stress consumer surveys. Financial markets have disconnected from economics over the last few weeks, and so we dive into Martin’s mortgage stress indicators to get a real time view on what is really happening

60

MB Fund Podcast: Australian Housing Market: Bear vs Bull debate with Cameron Murray (updated with podcast audio)

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

0

MB Fund podcast: Australian Housing Bear vs Bull debate with Dr Cameron Murray LIVE 12:30 AEST

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