Podcast: Paul Wilson, co-founder Bailador Technology Investments By Chris Titley 12 September 2019, 12:25 PM Paul is the Co-Founder and Managing Partner of Bailador Technology Investments [ASX:BTI], a listed venture capital fund targeting expansion-stage investments. Paul discusses Bailador's investment portfolio and outlines what his team looks for when investing in emerging technology companies. Read more...
Podcast: The new Trump/China tarrifs By Michael Knox 28 August 2019, 2:30 PM We look at how further Trump tariffs affect the US and Chinese economies. We also look at US and Australian equities. Read more...
Podcast: Trump and the Fed By Michael Knox 21 August 2019, 2:29 PM Trump has two reasons for saying the Fed should cut rates Read more...
Podcast: The US yield curve and the US recession By Michael Knox 16 August 2019, 4:05 PM The inversion of the US yield curve, is suggesting a soft landing for the US economy in 2021. Read more...
Podcast: The outlook for the USA, euro area, Japan and Australia By Michael Knox 14 August 2019, 1:45 PM In 2019 and 2020, Australia will still grow twice as fast as the euro area, twice as fast as Japan and faster than the USA. Read more...
Podcast: The Fed adopts an easing bias By Michael Knox 12 July 2019, 1:42 PM The data has changed since May, they say... Read more...
Podcast: Too early for the Fed to cut By Michael Knox 11 July 2019, 10:56 AM The Fed needs to slow the economy to a long term sustainable growth rate, before it can cut rates. Read more...
Podcast: How many more cuts for the RBA? By Michael Knox 05 July 2019, 12:19 PM The RBA still needs two more rate cuts in order to support household consumption and lift inflation towards the RBA target. Read more...
Podcast: OK, the US economy is slowing but will the Fed cut? By Michael Knox 28 June 2019, 11:33 AM We think the Fed will leave rates unchanged. Read more...
Podcast: After the RBA cuts rates to 75 basis points, what then? By Michael Knox 21 June 2019, 1:51 PM Rate cuts must be followed by structural reform Read more...