Bölümler
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Summary: The conversation covers a range of topics including the budget announcement, monetary policy, tax cuts, government spending, inflation, austerity, new revenues, demographic bulge, and supporting the aging population. The discussion delves into the impact of tax cuts on inflation, the Reserve Bank's monetary policy, government spending, and the potential social impacts of austerity measures. The conversation covers a wide range of topics, including the future of tax, superannuation, healthcare, trade wars, globalisation, and bank profitability. The discussion delves into the challenges and potential solutions for these issues, providing insights into the economic landscape and the impact on individuals and businesses.
Takeaways
The impact of tax cuts on inflation and the Reserve Bank's monetary policyThe need for government spending cuts and the potential social impacts of austerity measuresThe demographic bulge and the challenges of supporting the aging populationThe role of new revenues in addressing fiscal challenges The future of tax, superannuation, and healthcare presents significant fiscal challenges that require strategic planning and policy changes.Trade wars have implications for consumer costs, inflation, and global economic growth, with potential impacts on productivity and unintended consequences.Globalization and the role of the US in the global economy raise questions about the future of international trade and economic alliances.Bank profitability and the need for open banking and competition in the banking sector are important considerations for the financial industry and consumers.Titles
Tax Cuts, Inflation, and Austerity: Balancing Fiscal PolicyDemographic Bulge and Aging Population: Addressing Future Challenges Globalization and the Role of the USThe Impact of Trade Wars on Global EconomicsSound Bites
"The government is the only member of this conversation here that doesn't actually have to prove value before they get paid, they can just get paid first. We actually have to do this podcast, right? Before we get any value out of it, they just demand it and it's fantastic.""The only way that we are going to be able to solve this problem is if we're willing to recognize it and acknowledge that there is a big issue and be.""I mean, I don't think anyone wins.""Look, banks do need to be profitable."Chapters
00:00Navigating Fiscal Challenges: Budget Announcement and Monetary Policy
13:00Tax Cuts, Inflation, and Austerity: Balancing Fiscal Policy
22:15Navigating the Future of Tax, Superannuation, and Healthcare
27:06The Impact of Trade Wars on Global Economics
33:45 Globalisation and the Role of the US
39:41Bank Profitability and the Need for Open Banking
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The conversation covers a range of topics including the killing of the Iranian president, the impact of geopolitical risks on markets, hedging strategies, the growth of AI and the potential of Nvidia, and the role of clean energy in the future.
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Bored of the same old topics when it comes to financial podcasts? Rupert and Darcy are too. This week learn about the disconnect between the performance of the stock market and the state of the global economy, the influence of the media on the markets, and the impact of AI and technology on the investment landscape.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week Darcy and Rupert break down the recent the mixed messaging from the Fed, the potential for stagflation, and the surprising size of the Bitcoin ETF outflows! Hot tip: Remember to take a long-term perspective when investing.
Tune in every week with a unique New Zealand-focused podcast that looks at our economic situation through a slightly contrarian lens.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week Rupert and Darcy break down whether the markets can be considered a pyramid scheme 🤔 Learn about the market structure, the dominance of tech companies, the need for New Zealand to adapt to global changes, and the recent intervention by the Japanese Ministry of Finance in the currency market.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week Darcy and Rupert kept it snappy with a lightening round on the central banks, unemployment, inflation, and the impact of global events on the economy. Find out why they feel the central banks need to improve their communication and why it can be so hard to predict interest rate movements in the episode.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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Some surprises in the news over the weekend😬📣
This week, Darcy Ungaro and Rupert Carlyon discuss the recent attack on the Iranian embassy, the widely anticipated Bitcoin halving, inflation, and interest rates. Remember! It’s extremely difficult to predict market movements, don’t let short-term data lead you astray from your long-term investment strategy.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week on News of the Money World, Darcy and Rupert tackle economic issues around the world as US Inflation expectations trend higher, Europe looks to the possibility of rate cuts, and China’s property sector stabilises. What does this all mean when New Zealand’s interest rates stay flat? Find out the answer on this week’s episode.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week on News of the Money World, Darcy and Rupert dig into the complexities of New Zealand’s current recession, the recent soft landing strategy for the US, and what China’s bad luck mean’s for New Zealand.
Tune in every week with a unique New Zealand-focused podcast that looks at our economic situation through a macro (and slightly contrarian) lens.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week Darcy and Rupert tackle some big questions: What does high immigration mean for New Zealand’s GDP? Will AI revolutionise Apple? If you fix the money, can you fix the world? And, as always, what is Bitcoin up to?
Get the answer to these questions and more every week on the News of the Money World podcast.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week on News of the Money World, Rupert and Darcy cover the big three on everyone’s minds right now: Mortgage Interest Deductibility, Bitcoin’s rising price, and the odds of an impending recession. Listen in as Rupert asserts that housing is human right and Darcy politely disagrees.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz
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This week on News of the Money World, Rupert and Darcy dive deep into a wide range of financial topics. Want to know more about New Zealand’s cost-of-living crisis, innovations and the US stock market, and the population challenges facing China? Have a listen and don’t miss out on their discussion about Bitcoin market dynamics at the end of this episode.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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Sounds like the 90’s are back in style 😎
Join Darcy Ungaro and Rupert Carlyon this week as they dive deep into this week’s market updates. What can you expect from tomorrow’s OCR announcement? Will the US government really have another shut down? Why is everyone talking about Nvidia? Get all your financial insights, with an unconventional twist, every week on News of the Money World.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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News of the Money World is back for 2024!
In this kick-off episode, Darcy and Rupert cover issues affecting the markets around the world. From Adrian Orr’s comments on Bitcoin to the state of commercial real estate in the U.S. Tune in every week to get your financial news.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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Summary
The conversation covers various topics including inflation expectations, interest rates, the impact of savings and consumer resilience, potential recession in New Zealand, the resilience of tech stocks, predictions for the 2024 US election, geopolitical risks and volatility, ESG trends, and the potential decline of the US dollar. They also touch on the active vs passive investing debate. Rupert and Darcy discuss the tendency to catastrophize and the resilience of markets, economies, and people. They reflect on the past few years and how the world has not ended despite dire predictions. They emphasize the ability of individuals and societies to muddle through and figure things out.
Takeaways
Inflation expectations have been higher for longer than anticipated, leading to a revaluation of economic forecasts. Interest rates have remained higher for longer due to the resilience of the consumer and the global economy. The tech sector, particularly large tech companies, has shown remarkable strength and growth, challenging traditional notions of risk. Predictions for the 2024 US election lean towards a potential return of Donald Trump to the presidency. The ESG trend may undergo changes, with a focus on geopolitical risk reduction rather than solely environmental concerns. The decline of the US dollar and the potential for a reset in global debt could lead to increased market instability. Active and passive investing strategies both have their merits, but passive investing has been favoured in recent years. The world often does not end despite dire predictions. Markets, economies, and people are resilient and find a way to overcome challenges. -
In this episode, Rupert and Darcy dissect November's market dynamics—S&P500 surged, NZX rose, bonds gained, and the NZD rallied. Analysing the recent OCR announcement in New Zealand, Rupert and Darcy explore the thin line between hawkish jawboning and real moves, discussing implications of stagflation or recession. Examining the consistent soft-landing consensus, they question the reality of the US slowdown and its ties to US Auto workers' strikes. Join in for a deep dive into market intricacies and economic analyses.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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This week Rupert and Darcy get extra contrarian as they cover the new coalition agreement and their plans to repeal the Smokefree laws, New Zealand’s productivity, the finance scandal, and so much more. Listen in to stay up to date with New Zealand’s economy.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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This week, Rupert and Darcy dive into ANZ’s take on inflation, Us Inflation trends, what Sam Altman’s departure from OpenAI means for the markets, and so much more. Check it out!
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
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In this episode, Rupert and Darcy dissect the intricacies of Q3 earnings, unravel the mysteries of global market divergence, and dive into the Tesla pricing wars. From the unexpected twists in oil prices despite Middle East tensions to the magnificent 7 vs. the rest, they break down the essentials. Tune in for expert insights, analysis, and a deep dive into the dynamic world of finance. Stay informed, stay ahead.
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