Podcasts

There has been a lot of inflation in food at the supermarket, but very little for the farmers.

International Reads: Millennials and boomers are competing for homes.

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks.

There has been a wave of data breaches over the last few years.

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen.

Tonight, I will be appearing on DFA Live with Martin North where we will discuss the Australian housing market and economy, the population ponzi, alongside other topics.

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and delve into the latest data from his household stress survey.

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr delve into the world of income and yields.

This week we delve into the world’s largest asset class.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS – Resolution Capital run through the following topics: Office: The dangers of contagion in US commercial property and what the future of work holds. Retail: Macro data (weak) vs micro data (OK).

Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates?

MB were busy last week across the Australian media.

This week we look at how to profit from a falling iron ore price.

On Thursday morning, I gave my weekly Treasury of Common Sense interview with Luke Grant from Radio 2GB (broadcast into NSW and QLD): In this detailed 10-minute interview we covered the following topics: The RBA’s decision to keep the official cash rate on hold at 4.10%.

Globally producer price indexes have turned down quite decisively.

Over the past few months the market has had a bifurcated view.

Steve Keen made a name for himself challenging conventional economic wisdom.

The Australian investment landscape is dominated by oligopolies.

It has been a volatile 6 months in macroeconomic outlooks.

Extraordinary scenes in Russia this week as a coup put a significant dent into Putin’s aura of political invincibility.

For the last few months, we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm.

Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in the industry and examining the core macro arguments dominating discussions.

In this week’s Treasury of Common Sense with Radio 2GB’s Luke Grant, we discussed the RBA’s latest interest rate hike and why inflationary pressures will remain elevated due to soaring rents and energy prices.

In this week’s Treasury of Common Sense with 2GB Radio’s Luke Grant, we discuss the following issues: Wednesday’s higher-than-expected monthly inflation indicator, and why soaring rent and gas prices could keep inflation higher for longer.