Devils and Details by Business Insider Australia
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Devils and Details by Business Insider Australia
A regular podcast featuring leading economic thinkers and market strategists on global and Australian economic issues, financial market developments, policy, and strategy. Hosted on Acast. See acast.com/privacy for more information.
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97 EpisodenColgo's last show - off we go
A bunch of things about central banking and what we've learned about money.
Hosted on Acast. See acast.com/privacy for more information.
Wiith Ken Veksler on cynicism, FX trading phrases, the global economy and the Australian outlook
Accumen Management's Ken Veksler cynicism, FX trading phrases, the global economy and the Australian outlook
Hosted on Acast. See acast.com/pr...
With Wespac's head of market strategy Robert Rennie on the global slowdown and what it means for Australia
Westpact global head of market strategy shares his insights on the deteriorating outlook for the world economy, the US-China trade tensions, and the i...
AMP's Shane Oliver on why he started forecasting RBA rate cuts, plus a look at the deteriorating global outlook
AMP Capital chief economist Shane Oliver explains why he was the first economist at a major institution to start forecasting RBA rate cuts; plus we ta...
The Devils and Details Christmas special: the year that was, the year to come, and our naughty and nice list
ANZ senior economist Joanne Masters, VFS Group's James Whelan, and Laura Fitzsimmons, executive director, macro sales at J.P. Morgan, join Paul Colgan...
With CBA senior economist Gareth Aird on GDP data, the shifting RBA rate outlook, and why economists care too much about aggregate numbers
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 b...
Devils & Details LIVE (Part II -- The RBA's challenge, and indicators)
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 Gro...
Devils & Details LIVE in Sydney (Part I -- property and portfolios)
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 o...
Defending capitalism: pro-markets vs. pro-business, with Eugenie Joseph from the Centre for Independent Studies
Young Australians have a detectable sympathy for socialism in surveys. Eugenie Joseph from the Centre for Independent Studies joins Paul and David to...
With Sally Auld, J.P Morgan Chief Economist and Head of FX Strategy, on volatility, bonds, property and books
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...
CBA agri commodities strategist Tobin Gorey on trade tensions, currencies, and the food on your plate
CBA agri commodities strategist Tobin Gorey joins us to talk about the impact of US-China tensions on global trade, the impact of the strong US dollar...
QF32 Captain Richard de Crespigny on staying calm in a crisis, leadership, and building resilience
Regardless of your industry, there will be times you'll face crises and difficult decisions. Richard de Crespigny knows more than most about handling...
The crushing impact of oligopolies on wealth inequality, wages, and company survival
Jonathan Tepper, economist and founder of Variant Perception, joins us to talk about his new book, 'The Myth of Capitalism', a detailed look at how ad...
With RBC Capital Markets MD Su-Lin Ong on the stock sell-off, property and policy, and the macro outlook
Su-Lin Ong, managing director and chief economist at RBC Capital Markets, joins us to talk about what’s driving the global equity sell-off and the lik...
With Stephen Koukoulas on property price declines, the case for a rate cut, global markets, private credit risk, plus the budget and all the sport.
Market Economics MD Stephen Koukoulas joins us to discuss accelerating house price declines, the RBA's challenge, stocks under pressure, the rise of p...
With Westpac’s Head of Macro Strategy David Goodman on spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution
This week we welcome Westpac’s Head of Macro Strategy David Goodman to talk spiking bond yields, stock market carnage, housing risks, and the looming...
With Eley Griffiths founder Ben Griffiths on banks, finding great companies, and rolling with the market
Benjamin Griffiths’ $500 million small company fund returned over 30% last year. He joins us to talk banking risk, finding stocks to buy, the managers...
With JP Morgan Asset Management MD Iain Stealey on the global bond landscape and the end of QE
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 mark...
With Jordan Eliseo on GFC war stories, gold under pressure, cryptos and rates
ABC Bullion chief economist Jordan Eliseo joins us to talk about the GFC 10 years on, why gold has been under pressure, creaky cryptos and Australia’s...
With VFS Group's James Whelan on capex, banks, rates, currencies and the global outlook.
VFS Group investment manager James Whelan joins us to discuss the global economy, Australia's domestic outlook amid weak capex, corporate risk attitud...
With $8 billion fund manager Con Michalakis on diversification, QT, EM, property and rock
Statewide Super chief investment officer Con Michalakis joins us to talk about the global picture, diversifying to manage risk, Canberra chaos, Austra...
With AMP Capital’s Shane Oliver on the Turkish problem, the US dollar, and the keys to successful investing
AMP Capital head of investment strategy and chief economist Shane Oliver joins us to talk through the problems for Turkey, the impact of a strong US d...
With ALP strategist Eamonn Fitzpatrick on the politics of populism, company tax, property prices, and more
Former prime ministerial press secretary and Hawker Britton director Eamonn Fitzpatrick joins us to share insights on the politics of Australian popul...
ANZ’s Joanne Masters on inflation, property prices, and trends in economics education
ANZ senior economist Joanne Masters reviews the latest consumer price index data, and we talk property prices, Sydney population, and hear about Jo’s...
Bronte Capital’s John Hempton on good companies versus bad, and the perils of shorting stocks.
John Hempton, founder and CIO of Bronte Capital and one of Australia’s best-known hedge fund managers, joins us to share some key insights -- includin...
With Westpac’s Robert Rennie on Trump’s tariffs and the implications for the global outlook
Westpac Head of Global Markets Strategy Robert Rennie joins us to talk about US tariff regime: how it works, what to expect, and the real economic imp...
With Saxo’s Eleanor Creagh on trade, demographics, stocks and property
Eleanor Creagh, market strategist at Saxo Capital Markets, joins us to discuss the escalation of the US-China trade wars, sinking markets, the long-te...
With ANZ’s Martin Whetton on bonds, the money market, and rates pressure
ANZ senior rates strategist Martin Whetton joins us for an in-depth discussion on the fixed income market and what’s driving the upwards pressure on b...
With Corelogic’s Cameron Kusher on the property downturn
Corelogic’s head of research Cameron Kusher, one of Australia’s foremost authorities on property market data, joins us to talk about the downturn in h...
With Stephen Koukoulas on the case for rate cuts, housing policy and the end of QE
Market Economics MD Stephen Koukoulas joins us to explain why he thinks the RBA should be cutting rates, the wages conundrum, the impact of pulling ne...
With CBA’s Kristina Clifton on the global outlook, GDP growth, property and PMIs
Commonwealth Bank senior economist Kristina Clifton joins us to discuss the changing global outlook, GDP data, the property outlook and CBA’s new PMI...
With Treasurer Scott Morrison on GDP and Housing Risk
Federal Treasurer Scott Morrison joins us to talk about the national accounts, house price falls, tightening credit, and immigration rates.
Prod...
With Shane Oliver on global turmoil, trade and property risks
AMP Capital chief economist Shane Oliver joins the show to discuss the chaos in Italy, the bond market, the outlook for Australian property - and pop...
With Justin Smirk of Westpac on employment, rising rates, and job creation
We're joined this week by Westpac Senior Economist Justin Smirk, one of the country's most accurate inflation forecasters, to talk rates, the differen...
With Pete Wargent on property, price declines and all the risks.
Pete Wargent of Allen Wargent property advisors joins us to talk about the reality of price declines and the macro outlook for Australian housing.
Budget Special with Warren Hogan
Former senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget.
...
We're Back! With James Whelan on banks, the royal commission, property, rates, global growth and the budget.
With James Whelan on banks, the royal commission, property, rates, global growth and the budget.
Hosted on Acast. See acast.com/privacy for mor...
2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list
We’re joined by ANZ’s Joanne Masters, JPMorgan’s Laura Fitzsimmons, and VFS Group’s James Whelan to talk about the year that was.
Hosted on Aca...
With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped
Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig
Hosted on Acast. See acast.com...
With ABC Bullion chief economist Jordan Eliseo on wage pressure, the prospect of a royal commission, and bitcoin.
Jordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves.
Ho...