Episodit
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A bunch of things about central banking and what we've learned about money.
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ANZ senior economist Joanne Masters, VFS Group's James Whelan, and Laura Fitzsimmons, executive director, macro sales at J.P. Morgan, join Paul Colgan and David Scutt for the Devils and Details annual Christmas special looking back at the year in economics and markets, as well as some of the best and worst calls of the year.
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CBA senior economist Gareth Aird joins Paul and David to take a deep dive on GDP data and discuss the changing picture on interest rates for the RBA before getting into some of the problems with migration policy underpinning economic growth. Aird argues that some economists and policy makers focus too much on aggregate numbers rather than people's lived experience in the economy.
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The second part of our live show in Sydney on November 27. The first panel is on indicators, featuring Eleanor Creagh of Saxo, James Whelan of VFS Group, Cameron Kusher of CoreLogic, and Adam Smith COO at OFX. The second is the finale and features a wide-ranging discussion on the outlook with Bill Evans of Westpac, Jo Masters of ANZ, Stephen Koukoulas, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan and Pete Wargent of Allen Wargent.
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Our live show in Sydney on November 27. The first panel is THE ALLOCATORS: James Whelan of VFS Group, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan, and Eleanor Creagh of Saxo. Followed by PROPERTY EXPERTS: Pete Wargent of Allen Wargent, Joanne Masters of ANZ, Stephen Koukoulas, Cameron Kusher of CoreLogic.
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Young Australians have a detectable sympathy for socialism in surveys. Eugenie Joseph from the Centre for Independent Studies joins Paul and David to discuss why governments should be pro-markets rather than pro-business, and the proven but questionable success of capitalism over time.
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J.P. Morgan's Chief Economist and Head of Fixed Income and FX Strategy Sally Auld joins Paul and David to discuss the global equity sell-off, how it's affecting Australia, as well as the global macro picture and the outlook for the Australian dollar over the coming years. Plus we share some of our must-read books.
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Regardless of your industry, there will be times you'll face crises and difficult decisions. Richard de Crespigny knows more than most about handling pressure. He was the captain on the ill-fated Qantas flight 32 that suffered a major engine failure in 2010. His new book, FLY, looks at the lessons from that day and what aviation generally can teach others about performing under pressure.
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Johnathan Tepper, economist and founder of Variant Perception, joins us to talk about his new book, 'The Myth of Capitalism', a detailed look at how advanced economies demonstrate little real competition in many industries, with implications for the economy, wage inflation, and even politics. Tepper also famously predicted a severe housing crash for Australia, and he updates us on his views now that house prices are declining.
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Market Economics MD Stephen Koukoulas joins us to discuss accelerating house price declines, the RBA's challenge, stocks under pressure, the rise of private credit, as well as the improving budget outlook. We also talk about The Everest, the Pies, and the Wallabies.
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Iain Stealey, managing director at JP Morgan Asset Management’s global fixed income group based in London, joins us to talk about the global bond market in the age of quantitative tightening – as well as Australian property, and rugby.
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