Episode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)
Episode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance
Episode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters
Episode 46: Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice
Episode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices
Episode 44: The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrong
Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance
Episode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value
Episode 41: Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow
Episode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-Allocation
Episode 39: Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and Rates
Episode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities
Episode 37: Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and more
Episode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation
Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed
Episode 34: Reflections on 2022 and Outlook for 2023
Episode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities
Episode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates
Episode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities Emerge
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