This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock win and buoy markets with more of his trade mark tax cuts and incongruous twitter activity, or will old man Biden clinch the win for the
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
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
In today’s webinar MB Fund’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Professor Steve Keen to determine if MMT is the solution to an economy ravaged by Coronavirus. On the agenda, we give an overview of how the Coronavirus crisis will have impacted the already fragile economy when
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
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
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
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
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
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
Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we’ve already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. Tune in today as
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
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
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
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
Today we have a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as discussing how much bigger each can get Join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they Quantify
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
Will the Australian Property Market Crash or Climb? 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 on the ground. We’ll then look at what this means for the Australian Property market and the
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
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
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 “IS AUD a Coronavirus safe haven?”. 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
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
