Devils and Details by Business Insider Australia: Recent Episodes
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.
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A bunch of things about central banking and what we've learned about money.
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Accumen Management's Ken Veksler cynicism, FX trading phrases, the global economy and the Australian outlook
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Westpact global head of market strategy shares his insights on the deteriorating outlook for the world economy, the US-China trade tensions, and the implications for Australia.
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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 take a look at the deteriorating global growth outlook.
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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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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, and the economics of the food on your plate.
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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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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 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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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 likely impact of Labor policy on property prices and consumption outlook.
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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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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 fourth industrial revolution.
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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 he supports, and what he gets out of Surf Livesaving at North Bondi in Sydney,
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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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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 domestic outlook
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VFS Group investment manager James Whelan joins us to discuss the global economy, Australia's domestic outlook amid weak capex, corporate risk attitudes and what the go is with the au pairs.
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Statewide Super chief investment officer Con Michalakis joins us to talk about the global picture, diversifying to manage risk, Canberra chaos, Australian property, and the rock we’re listening to.
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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 dollar, and his views on the keys to successful investing over time – and some music.
Produced by Pod Paste/Daren Lake.
Former prime ministerial press secretary and Hawker Britton director Eamonn Fitzpatrick joins us to share insights on the politics of Australian populism, company tax, property prices – and how to run a better Instagram account.
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ANZ senior economist Joanne Masters reviews the latest consumer price index data, and we talk property prices, Sydney population, and hear about Jo’s work with the Women in Economics Network
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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 -- including Bronte's approach, how he thinks about what makes a good business over a bad business, and the perils of shorting stocks. And yes, crypto.
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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 impacts to watch for.
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Eleanor Creagh, market strategist at Saxo Capital Markets, joins us to discuss the escalation of the US-China trade wars, sinking markets, the long-term view for Chinese stocks, and Australia’s outlook
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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 borrowing costs for Australian banks.
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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 housing prices, the RBA’s predicament, the impact of events abroad, and all the sport.
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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 negative gearing and the end of QE - plus the footy.
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Commonwealth Bank senior economist Kristina Clifton joins us to discuss the changing global outlook, GDP data, the property outlook and CBA’s new PMI surveys pointing to further growth ahead.
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Federal Treasurer Scott Morrison joins us to talk about the national accounts, house price falls, tightening credit, and immigration rates.
Produced by DarenLake & Pod Paste
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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 music.
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We're joined this week by Westpac Senior Economist Justin Smirk, one of the country's most accurate inflation forecasters, to talk rates, the differences between men and women in the workforce, and the global outlook with a rising US dollar.
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Pete Wargent of Allen Wargent property advisors joins us to talk about the reality of price declines and the macro outlook for Australian housing.
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Former senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget.
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With James Whelan on banks, the royal commission, property, rates, global growth and the budget.
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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.
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Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig
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Jordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves.
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An epic deep dive on iron ore is part of this episode as Robert Rennie, Westpac’s Global Head of Strategy, joins the show to discuss the domestic and global outlook.
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Martin Shanahan, CEO of Ireland's Industrial Development Authority, explains the Irish crisis and what the opportunities are for companies now in a recovering Ireland with low tax and access to Europe.
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Noted economist Warren Hogan joins us to talk about Australia’s domestic outlook, China’s National Party Congress, and what the nasty retail sales data is telling us.
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The CIO of Statewide Super joins us to explain his bearish take on the world in general
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On this week’s episode, David is joined by Stephen Koukoulas of Market Economics and Tapas Strickland of the National Australia Bank to discuss Australia’s GDP report, the outlook for the economy and interest rates, along with the greatest risks posed to the global economy in late 2017. The footy finals are also dissected to determine who’ll win the AFL and NRL premierships.
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James Whelan, investment manager at VFS Group, joins us to talk North Korea, the ASX, retail stocks, and the cricket.
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With IG Markets Head of Research Chris Weston on the big macro issues, and the sport
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With Shane Oliver of AMP Capital on the return of volatility, managing risk in an uncertain political environment, banks, the AI revolution, and a special note about Mark Colvin.
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Devils and Details 11 May, 2017
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With labour market researcher Dr Chris Wright of Sydney University and economist Stephen Koukoulas on immigration, 457 visas, inflation, and "good" and "bad" debt.
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With Peter Morgan and James Whelan on banks, bubbles, booms and busts
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Laura Fitzsimmons, vice president, macro sales at JP Morgan Australia, joins us to discuss managing risk after the Trump reflation trade, the challenge for the RBA, and our favourite TV shows.
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With Neil Power, managing director of hedge fund strategies at Blue Sky on healthy market pullbacks, hedge funds and alternative investments.
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With Jordan Eliseo, chief economist at ABC Bullion, on portfolio diversification, Australian housing, and the domestic and global economic issues of the week.
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With Joanne Masters of ANZ, we talk about the domestic and global outlook after a week in which the RBA turned the dial.
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With CBA interest rates strategist Jarrod Kerr on GDP, 'Full Metal Trump', global rates and rugby
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FINTECH SPECIAL with Chris Robertson on how AI and machine learning are changing financial markets
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Australia and the new world: With JP Morgan's Kerry Craig on wages, GDP, property, China and Trump
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The Outlook - With Shane Oliver on property, rates, stocks, and pop
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Bubble Trouble? With property export Pete Wargent on Australia's housing market outlook in 2017.
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In our Christmas episode, ANZ's Jo Masters and James Whelan of VFS join Paul Colgan and David Scutt to discuss the year that was in global markets and economics.
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Stephen Koukoulas joins Business Insider's Paul Colgan and David Scutt to discuss the week in global markets and economics.
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Shane Oliver, AMP Capital chief economist and chief investment officer, joins Business Insider's Paul Colgan and David Scutt to discuss the week in global markets and economics.
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Devils and details by Business Insider Australia.
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Devils and details by Business Insider Australia.
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Former Maryland governor Martin O'Malley joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss what's going on with the Republican party, and how technology is changing leadership and the future of cities.
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Richard Grace, chief currency strategist & head of international economics at Commonwealth Bank, and James Whelan, investment manager at VFS group, joins Business Insider markets editor David Scutt, to discuss the presidential debate, OPEC's surprise cut, a bullish outlook for commodities, and the upcoming RBA meeting.
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Treasurer Scott Morrison joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the ABS, the opportunity afforded by fintech, what central banks are up to, and a changing workforce. And, of course, the footy.
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Kerry Craig, global market strategist at J.P. Morgan, joins Business Insider Australia publisher Paul Colgan and markets & economics correspondent Greg McKenna, to discuss last week's selloff, the outlook for US interest rates, and their favourite cities.
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Jo Masters, senior economist at ANZ, joins Business Insider Australia publisher Paul Colgan and markets and markets editor David Scutt, to discuss a week of data releases, what happened to Japanese Bonds, and the outlook for rates in Australia and the US.
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Elias Haddad, senior currency strategist at Commonwealth Bank, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss the latest capex and retail sales data, what's going to happen to the Aussie dollar, and what's surprising about moving to Australia.
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Matt Felsman, private wealth adviser at APP Securities, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss a boring week in markets, and the ups and downs of Woolworths, Qantas and Blackmores
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David Bassanese, chief economist at BetaShares, joins Business Insider Australia publisher Paul Colgan and markets and economic correspondent Greg McKenna to discuss global growth, the lackluster reporting season and their favourite data releases.
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Stephen Koukoulas, managing director of Market Economics, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss Tuesday's census disaster, questions over the ABS, how politics is affecting the economy and some suggestions of who to follow on Twitter.
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Shane Oliver, head of investment strategy and chief economist at AMP Capital, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the RBA rate cut and bank funding, and to answer some questions posed by Bill Gross.
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ANZ senior economist Joanne Masters joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the what's causing slowing Australian inflation, how the RBA will respond to CPI and labor market figures, and the economic headwinds for the rest of the year.
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Former Colonial First State investment director Chris Robertson joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss New Zealand house prices, inflation in Australia and New Zealand, and hyperinflation in Venezuela.
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Warren Hogan, former chief economist at ANZ joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the fading construction boom, what a low-growth world will look like, and what's happening with inflation.
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James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss S&P's placing Australia's AAA credit rating on negative watch, the impact of election uncertainty and a hung parliament, and more bad news out of Europe.
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Australia heads to the polls this weekend. Michael McCarthy, Chief Markets Strategist at CMC Markets joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss the election, and the economics informing the choice.
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The UK has surprised markets, voting to leave the European Union. Chris Weston, chief market strategist at IG Markets joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to what happened and what happens next
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With the Brexit referendum looking like it could go either way, Julia Lee, equities analyst at Bell Direct, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss potential fallout, volatility and commodities.
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James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss yet more rate cuts, potentially problematic IPO's, and who will top the Euroleague.
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Shane Oliver, head of investment strategy and chief economist at AMP Capital, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss stellar GDP numbers, whether rising house prices in Melbourne and Sydney are sustainable, and how bad weather is impacting the retail sector.
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Julia Lee, equities analyst at Bell Direct, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss what has happened to those shorting the big banks, what is going on with retailers following the big Target writedown, and what's going on with inflation and the Aussie dollar.
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James Whelan, investment manager at VFS Group, joins Business Insider Australia publisher Paul Colgan and markets editor David Scutt to discuss whether oil has bottomed out, what's happening with inflation and record low Australian wage inflation, and the Fed minutes hinting at a possible rate rise in June.
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Jordan Eliseo, Chief Economist of ABC Bullion, joins publisher of Business Insider Australia Paul Colgan and markets editor David Scutt to talk about Australian property, gold and commodities, and predict who will win the AFL.
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