Podcasts

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MB Fund Podcast: How bad the Australian property crash?

This week’s webinar is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of ‘liar loans’ and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. Take us

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MB Fund Webinar – A Super Problem?

This week’s webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation isn’t working at getting people off the aged pension – Problems with superannuation funds in focus at the Royal Commission – Investment opportunities Find out below: Take us on your daily commute ! Podcasts now

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MB Fund Webinar: Assessing Safe Havens

Yesterday on MB Fund Webinar, Good Defence is the Best Offence, David Llewellyn-Smith, Damien Klassen and Tim Fuller examined: Can volatility be viewed as a whole or a sum of many parts?   Assessing the traditional safe havens: cash, bonds, gold, USD How stock selection can help insulate a portfolio in volatile times Tactics used at Nucleus

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LIVE TODAY | MB Fund Webinar: Inside the Safe Havens

This Afternoon on MB Fund Webinar, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. Can volatility be viewed as a whole or a sum of many parts? How stock selection can help insulate a portfolio in volatile times? Where are the safe havens

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The new mining bust is upon us

In this episode of MB Fund Webinar, Resources – Dirty Business  will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. Resources sector valuations Commodity price outlook World commodity demand Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Insights. For

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MB Fund Webinar: How to pick ‘value’ stocks

This episode of MB Fund Webinar, Quant Rocks : Value is Key [3/4] will have Head of Investments – Damien Klassen and Tim Fuller discussing Damien’s favourite tool.  How do we pick ‘Value’ stocks ? Man vs Machine: Where do quant processes help, where do they hinder ? How Value stocks perform over the long

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MB Fund Webinars, now on Podcasts !

MB Fund Webinars, now available on Podcasts Since our MacroBusiness Road-Show in September, we heard your feedback for a podcasts series during your morning commute to work. First we introduced MB Fund Webinar series, live every Thursday, keeping you company during your break. Today we present to you MB Funds Podcasts, available on iTunes and all major Android

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MB Radio: Australia’s hidden normal comes out

  Ahead of the May budget Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the economic outlook and the unfolding Australian economic narrative.  In a wide ranging discussion Leith and David cover Australia’s reliance on commodity exports and the implication a subsiding global commodity market has for this dependence, as well as the potential

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MB Radio: The meaning of immigration

Ahead of the ABC’s planned 4 Corners report on a ‘Big Australia’ and discussion about Australian immigration planned for Q&A, Gunnamatta spoke with Leith van Onselen about Australia’s immigration backdrop and the significant ramp up of immigration numbers which occurred in 2006, as well as recent calls for immigration levels to be reduced.  In a

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MB Radio: Immigration gluttony. Can the Aussie economy be force fed?

In the wake of the 2017 Federal Budget and with prices for Australia’s major commodity exporting slumping Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the Australian economy and its key drivers and outlook.  In a wide ranging discussion they cover the role that immigration is currently playing in sustaining Australia’s current economic

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MB Radio: Game of Mates

Upon the release of the new book ‘Game of Mates’ he has co authored with Paul Frijters about grey corruption and insider networks across a range of Australian economic sectors, Gunnamatta spoke with Cameron Murray about corruption, vested interest influence on political decisionmaking and resistance to public accountability and reform.  In a wide ranging discussion

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MB Radio: Rort of the Elites

Just weeks out from the 2017 Federal budget Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about the economic backdrop framing budget decisions, as well as the dynamics of Australia’s key commodity exports and the implications this has for the economic outlook, employment, incomes growth and the housing market.  With the federal government and

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MB Radio: The Trump revolution Downunder

With the Brexit vote in June and the Donald Trump win in the U.S. Presidential election in November 2016 delivering an electoral riposte to a generation of increasing globalisation, Gunnamatta spoke with David Llewellyn- Smith and Leith Van Onselen about how the Australian economy is currently positioned, and of the implications for Australian economic policy

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MB Radio: The Budget, the Rate Cut and the Ugly

Upon the release of the 2016 Federal Budget Gunnamatta spoke with David Llewellyn-Smith, Leith van Onselen and Callam Pickering of CP Economics about the underpinnings of the budget, the integrity of some of its assumptions and forecasts, and the risks to the economy over the coming year and beyond. In a 45 minute discussion the

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MB Radio: The Negative Gearing Party Nears the End

With the advent of the ALP proposing to limit Negative Gearing of Residential Real Estate to new construction only, should it be successful at this year’s federal election, triggering a range of responses in the Australian political sphere and media, Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the effect of Negative Gearing

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MB Radio: Backing the Rort 100%

With the Government under mounting pressure to identify how it will attempt budget reform while supporting consumer spending Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about how the Australian economy shapes up in the early months of 2016 and the major influences on how it will withstand the continued fall in Mining Capex, the

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MB Radio 2015/16 review: No Plan B

With 2015 coming to a close amidst stronger than anticipated GDP and employment data, but with the MYEFO drawing veiled warnings from the ratings agencies about potential AAA implications, while prices for Australia’s major exports crash, Gunnamatta spoke with Leith van Onselen & David Llewellyn-Smith about how the Australian economy has fared throughout the year,

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MB Radio: An Economy to Remember

  After the release of the 1Q 2015 Capex data by the ABS, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the significance of the data for the national economy.  In a wide ranging discussion, they covered the outlook for aggregate demand, interest rates, and employment, and discussed how the economic outlook will

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MB Radio: Everything you wanted to know about 2015 but were afraid to ask

With the government under increasing pressure and the economy remaining soft against a backdrop of an increasingly deflationary international environment, David Llewellyn-Smith and Leith Van Onselen talk with Gunnamatta about the implications this has for the Australian economy over the coming year or more. In a wide ranging discussion about the pressures coming onto the economic radar –

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MB Radio: LVO, DLS and Lindsay David discuss the great property blowoff

With ‘Hog Wild’ investors pushing Australian real estate to all time highs, as the global macro backdrop turns more ominous and the domestic economy prepares for a more austere environment, Gunnamatta spoke with David Llewellyn Smith, Leith Van Onselen, and Lindsay David, author of ‘Australia: Boom to bust’ about the dizzying ascent of Australian real

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Van Onselen vs Keen vs Cashmore on property

With mainstream media attention focused on whether Australia is or isn’t in a real estate bubble, and the atmosphere around Sydney prices becoming rarefied, Gunnamatta spoke with Leith Van Onselen, Catherine Cashmore, and special guest, Professor Steve Keen, on the current real estate market, the supply and demand drivers articulated by that market, and the

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MB Radio: Central bank bubbles

With major global market players  warning about  equities and bond bubbles and the RBA warning again about the risk of an Australian real estate bubble, Gunnamatta spoke with David Llewellyn Smith about the bubbles in play,  how they are being fuelled by global monetary policy, the likelihood and potential timeframes of “tapering”, and the likely

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MB Radio: The Real Estate Lift-Off

With auction clearance rates in Sydney and Melbourne climbing above 80% and with the RBA, APRA, the media and real estate groups increasingly talking about, warning about, or mulling whether Australia is facing a renewed real estate price bubble, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about whether we are in a

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MB Radio: Are we ready for the capex cliff?

The June Quarter 2013 ABS Capital Expenditure data release on Thursday weakened substantially, and pointed to a further deterioration in the economic outlook.  Gunnamatta spoke with David Llewellyn Smith about the current figures and future forecasts, as well as the possible moves to address this deterioration from both the fiscal and monetary side, as well

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MB Radio: The delusional election

With less than 3 weeks before the LNP coalition returns power in what looks increasingly like it may be an election landslide, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about the way economic issues have played out in the campaign, the economic backdrop, and the increasing disconnect between the economic outlook and